feat: polish envelopes (#2090)

## Description

The rest of the owl
This commit is contained in:
David Nguyen
2025-10-24 16:22:06 +11:00
committed by GitHub
parent 88836404d1
commit 03eb6af69a
141 changed files with 5171 additions and 2402 deletions

View File

@ -15,6 +15,7 @@ import {
import { AnimatePresence, motion } from 'framer-motion';
import { InfoIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import * as z from 'zod';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
@ -61,8 +62,9 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopeDistributeDialogProps = {
envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
recipients: Recipient[];
fields: Field[];
fields: Pick<Field, 'type' | 'recipientId'>[];
};
onDistribute?: () => Promise<void>;
trigger?: React.ReactNode;
};
@ -84,7 +86,11 @@ export const ZEnvelopeDistributeFormSchema = z.object({
export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistributeDialogProps) => {
export const EnvelopeDistributeDialog = ({
envelope,
trigger,
onDistribute,
}: EnvelopeDistributeDialogProps) => {
const organisation = useCurrentOrganisation();
const recipients = envelope.recipients;
@ -127,22 +133,36 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
const distributionMethod = watch('meta.distributionMethod');
const everySignerHasSignature = useMemo(
const recipientsMissingSignatureFields = useMemo(
() =>
envelope.recipients
.filter((recipient) => recipient.role === RecipientRole.SIGNER)
.every((recipient) =>
envelope.fields.some(
envelope.recipients.filter(
(recipient) =>
recipient.role === RecipientRole.SIGNER &&
!envelope.fields.some(
(field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
),
),
),
[envelope.recipients, envelope.fields],
);
const invalidEnvelopeCode = useMemo(() => {
if (recipientsMissingSignatureFields.length > 0) {
return 'MISSING_SIGNATURES';
}
if (envelope.recipients.length === 0) {
return 'MISSING_RECIPIENTS';
}
return null;
}, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
try {
await distributeEnvelope({ envelopeId: envelope.id, meta });
await onDistribute?.();
toast({
title: t`Envelope distributed`,
description: t`Your envelope has been distributed successfully.`,
@ -178,7 +198,7 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
<Trans>Recipients will be able to sign the document once sent</Trans>
</DialogDescription>
</DialogHeader>
{everySignerHasSignature ? (
{!invalidEnvelopeCode ? (
<Form {...form}>
<form onSubmit={handleSubmit(onFormSubmit)}>
<fieldset disabled={isSubmitting}>
@ -350,6 +370,8 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
</div>
) : (
<ul className="text-muted-foreground divide-y">
{/* Todo: Envelopes - I don't think this section shows up */}
{recipients.length === 0 && (
<li className="flex flex-col items-center justify-center py-6 text-sm">
<Trans>No recipients</Trans>
@ -426,12 +448,24 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
) : (
<>
<Alert variant="warning">
<AlertDescription>
<Trans>
Some signers have not been assigned a signature field. Please assign at least 1
signature field to each signer before proceeding.
</Trans>
</AlertDescription>
{match(invalidEnvelopeCode)
.with('MISSING_RECIPIENTS', () => (
<AlertDescription>
<Trans>You need at least one recipient to send a document</Trans>
</AlertDescription>
))
.with('MISSING_SIGNATURES', () => (
<AlertDescription>
<Trans>The following signers are missing signature fields:</Trans>
<ul className="ml-2 mt-1 list-inside list-disc">
{recipientsMissingSignatureFields.map((recipient) => (
<li key={recipient.id}>{recipient.email}</li>
))}
</ul>
</AlertDescription>
))
.exhaustive()}
</Alert>
<DialogFooter>

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@ -0,0 +1,222 @@
import { useState } from 'react';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
import { DownloadIcon, FileTextIcon } from 'lucide-react';
import { downloadFile } from '@documenso/lib/client-only/download-file';
import { getFile } from '@documenso/lib/universal/upload/get-file';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Skeleton } from '@documenso/ui/primitives/skeleton';
import { useToast } from '@documenso/ui/primitives/use-toast';
type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'title' | 'order'> & {
documentData: DocumentData;
};
type EnvelopeDownloadDialogProps = {
envelopeId: string;
envelopeStatus: DocumentStatus;
envelopeItems?: EnvelopeItemToDownload[];
/**
* The recipient token to download the document.
*
* If not provided, it will be assumed that the current user can access the document.
*/
token?: string;
trigger: React.ReactNode;
};
export const EnvelopeDownloadDialog = ({
envelopeId,
envelopeStatus,
envelopeItems: initialEnvelopeItems,
token,
trigger,
}: EnvelopeDownloadDialogProps) => {
const { toast } = useToast();
const { t } = useLingui();
const [open, setOpen] = useState(false);
const [isDownloadingState, setIsDownloadingState] = useState<{
[envelopeItemIdAndVersion: string]: boolean;
}>({});
const generateDownloadKey = (envelopeItemId: string, version: 'original' | 'signed') =>
`${envelopeItemId}-${version}`;
const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
trpc.envelope.item.getManyByToken.useQuery(
{
envelopeId,
access: token ? { type: 'recipient', token } : { type: 'user' },
},
{
initialData: initialEnvelopeItems ? { envelopeItems: initialEnvelopeItems } : undefined,
enabled: open,
},
);
const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
const onDownload = async (
envelopeItem: EnvelopeItemToDownload,
version: 'original' | 'signed',
) => {
const { id: envelopeItemId } = envelopeItem;
if (isDownloadingState[generateDownloadKey(envelopeItemId, version)]) {
return;
}
setIsDownloadingState((prev) => ({
...prev,
[generateDownloadKey(envelopeItemId, version)]: true,
}));
try {
const data = await getFile({
type: envelopeItem.documentData.type,
data:
version === 'signed'
? envelopeItem.documentData.data
: envelopeItem.documentData.initialData,
});
const blob = new Blob([data], {
type: 'application/pdf',
});
const baseTitle = envelopeItem.title.replace(/\.pdf$/, '');
const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
const filename = `${baseTitle}${suffix}`;
downloadFile({
filename,
data: blob,
});
setIsDownloadingState((prev) => ({
...prev,
[generateDownloadKey(envelopeItemId, version)]: false,
}));
} catch (error) {
setIsDownloadingState((prev) => ({
...prev,
[generateDownloadKey(envelopeItemId, version)]: false,
}));
console.error(error);
toast({
title: t`Something went wrong`,
description: t`This document could not be downloaded at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
return (
<Dialog open={open} onOpenChange={(value) => setOpen(value)}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Download Files</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Select the files you would like to download.</Trans>
</DialogDescription>
</DialogHeader>
<div className="flex flex-col gap-4">
{isLoadingEnvelopeItems ? (
<>
{Array.from({ length: 2 }).map((_, index) => (
<div
key={index}
className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
>
<Skeleton className="h-10 w-10 flex-shrink-0 rounded-lg" />
<div className="flex w-full flex-col gap-2">
<Skeleton className="h-4 w-28 rounded-lg" />
<Skeleton className="h-4 w-20 rounded-lg" />
</div>
<Skeleton className="h-10 w-20 flex-shrink-0 rounded-lg" />
</div>
))}
</>
) : (
envelopeItems.map((item) => (
<div
key={item.id}
className="border-border bg-card hover:bg-accent/50 flex items-center gap-4 rounded-lg border p-4 transition-colors"
>
<div className="flex-shrink-0">
<div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
<FileTextIcon className="text-primary h-5 w-5" />
</div>
</div>
<div className="min-w-0 flex-1">
<h4 className="text-foreground truncate text-sm font-medium">{item.title}</h4>
<p className="text-muted-foreground mt-0.5 text-xs">
<Trans>PDF Document</Trans>
</p>
</div>
<div className="flex flex-shrink-0 items-center gap-2">
<Button
variant="outline"
size="sm"
className="text-xs"
onClick={async () => onDownload(item, 'original')}
loading={isDownloadingState[generateDownloadKey(item.id, 'original')]}
>
{!isDownloadingState[generateDownloadKey(item.id, 'original')] && (
<DownloadIcon className="mr-2 h-4 w-4" />
)}
<Trans>Original</Trans>
</Button>
{envelopeStatus === DocumentStatus.COMPLETED && (
<Button
variant="default"
size="sm"
className="text-xs"
onClick={async () => onDownload(item, 'signed')}
loading={isDownloadingState[generateDownloadKey(item.id, 'signed')]}
>
{!isDownloadingState[generateDownloadKey(item.id, 'signed')] && (
<DownloadIcon className="mr-2 h-4 w-4" />
)}
<Trans>Signed</Trans>
</Button>
)}
</div>
</div>
))
)}
{/* Todo: Envelopes - Download all button */}
</div>
</DialogContent>
</Dialog>
);
};

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@ -0,0 +1,186 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Plural, Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm, useWatch } from 'react-hook-form';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
import { type TCheckboxFieldMeta } from '@documenso/lib/types/field-meta';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
export type SignFieldCheckboxDialogProps = {
fieldMeta: TCheckboxFieldMeta;
validationRule: '>=' | '=' | '<=';
validationLength: number;
preselectedIndices: number[];
};
export const SignFieldCheckboxDialog = createCallable<
SignFieldCheckboxDialogProps,
number[] | null
>(({ call, fieldMeta, validationRule, validationLength, preselectedIndices }) => {
const ZSignFieldCheckboxFormSchema = z
.object({
values: z.array(
z.object({
checked: z.boolean(),
value: z.string(),
}),
),
})
.superRefine((data, ctx) => {
// Allow unselecting all options if the field is not required even if
// validation is not met.
if (!fieldMeta.required && data.values.every((value) => !value.checked)) {
return;
}
const numberOfSelectedValues = data.values.filter((value) => value.checked).length;
const isValid = validateCheckboxLength(
numberOfSelectedValues,
validationRule,
validationLength,
);
if (!isValid) {
ctx.addIssue({
code: z.ZodIssueCode.custom,
message: msg`Validation failed`.id,
});
}
});
const form = useForm<z.infer<typeof ZSignFieldCheckboxFormSchema>>({
resolver: zodResolver(ZSignFieldCheckboxFormSchema),
defaultValues: {
values: (fieldMeta.values || []).map((value, index) => ({
checked: preselectedIndices.includes(index) || false,
value: value.value,
})),
},
});
const formValues = useWatch({
control: form.control,
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Checkbox Field</Trans>
</DialogTitle>
<DialogDescription
className={cn('mt-4', {
'text-destructive': Object.keys(form.formState.errors).length > 0,
})}
>
{match(validationRule)
.with('>=', () => (
<Plural
value={validationLength}
one="Select at least # option"
other="Select at least # options"
/>
))
.with('=', () => (
<Plural
value={validationLength}
one="Select exactly # option"
other="Select exactly # options"
/>
))
.with('<=', () => (
<Plural
value={validationLength}
one="Select at most # option"
other="Select at most # options"
/>
))
.exhaustive()}
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form
onSubmit={form.handleSubmit((data) =>
call.end(
data.values
.map((value, i) => (value.checked ? i : null))
.filter((value) => value !== null),
),
)}
>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<ul className="space-y-3">
{(formValues.values || []).map((value, index) => (
<li key={`checkbox-${index}`}>
<FormField
control={form.control}
name={`values.${index}`}
render={({ field }) => (
<FormItem>
<FormControl>
<div className="flex items-center">
<Checkbox
id={`checkbox-value-${index}`}
className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
checked={field.value.checked}
onCheckedChange={(checked) => {
field.onChange({
...field.value,
checked,
});
}}
/>
<label
className="text-muted-foreground ml-2 w-full text-sm"
htmlFor={`checkbox-value-${index}`}
>
{value.value}
</label>
</div>
</FormControl>
</FormItem>
)}
/>
</li>
))}
</ul>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
});

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@ -1,40 +1,15 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { useLingui } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import type { TDropdownFieldMeta } from '@documenso/lib/types/field-meta';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
const ZSignFieldDropdownFormSchema = z.object({
dropdown: z.string().min(1, { message: msg`Option is required`.id }),
});
type TSignFieldDropdownFormSchema = z.infer<typeof ZSignFieldDropdownFormSchema>;
CommandDialog,
CommandEmpty,
CommandGroup,
CommandInput,
CommandItem,
CommandList,
} from '@documenso/ui/primitives/command';
export type SignFieldDropdownDialogProps = {
fieldMeta: TDropdownFieldMeta;
@ -46,72 +21,25 @@ export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogPro
const values = fieldMeta.values?.map((value) => value.value) ?? [];
const form = useForm<TSignFieldDropdownFormSchema>({
resolver: zodResolver(ZSignFieldDropdownFormSchema),
defaultValues: {
dropdown: fieldMeta.defaultValue,
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Dropdown Field</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Select a value to sign into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.dropdown))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="dropdown"
render={({ field }) => (
<FormItem>
<FormControl>
<Select {...field} onValueChange={field.onChange}>
<SelectTrigger className="bg-background">
<SelectValue placeholder={t`Select an option`} />
</SelectTrigger>
<SelectContent>
{values.map((value, i) => (
<SelectItem key={i} value={value}>
{value}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
<CommandDialog
position="start"
dialogContentClassName="mt-4"
open={true}
onOpenChange={(value) => (!value ? call.end(null) : null)}
>
<CommandInput placeholder={t`Select an option`} />
<CommandList>
<CommandEmpty>No results found.</CommandEmpty>
<CommandGroup heading={t`Options`}>
{values.map((value, i) => (
<CommandItem onSelect={() => call.end(value)} key={i} value={value}>
{value}
</CommandItem>
))}
</CommandGroup>
</CommandList>
</CommandDialog>
);
},
);

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@ -29,20 +29,22 @@ const ZSignFieldEmailFormSchema = z.object({
type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
export type SignFieldEmailDialogProps = Record<string, never>;
export type SignFieldEmailDialogProps = {
placeholderEmail: string | null;
};
export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
({ call }) => {
({ call, placeholderEmail }) => {
const form = useForm<TSignFieldEmailFormSchema>({
resolver: zodResolver(ZSignFieldEmailFormSchema),
defaultValues: {
email: '',
email: placeholderEmail || '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Sign Email</Trans>

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@ -45,7 +45,7 @@ export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogPro
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Sign Initials</Trans>

View File

@ -44,7 +44,7 @@ export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, stri
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Sign Name</Trans>

View File

@ -30,7 +30,7 @@ import { Input } from '@documenso/ui/primitives/input';
const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
let schema = z.coerce.number({
invalid_type_error: msg`Please enter a valid number`.id, // Todo: Envelopes - Check that this works
invalid_type_error: msg`Please enter a valid number`.id,
});
const { numberFormat, minValue, maxValue } = fieldMeta;
@ -55,9 +55,7 @@ const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
return foundRegex.test(value.toString());
},
{
message: `Number needs to be formatted as ${numberFormat}`,
// Todo: Envelopes
// message: msg`Number needs to be formatted as ${numberFormat}`.id,
message: msg`Number needs to be formatted as ${numberFormat}`.id,
},
);
}
@ -86,7 +84,7 @@ export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps,
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Sign Number Field</Trans>

View File

@ -50,7 +50,7 @@ export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, stri
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Sign Text Field</Trans>

View File

@ -6,7 +6,7 @@ import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Recipient } from '@prisma/client';
import { DocumentDistributionMethod, DocumentSigningOrder } from '@prisma/client';
import { InfoIcon, Plus, Upload, X } from 'lucide-react';
import { FileTextIcon, InfoIcon, Plus, UploadCloudIcon, X } from 'lucide-react';
import { useFieldArray, useForm } from 'react-hook-form';
import { useNavigate } from 'react-router';
import * as z from 'zod';
@ -16,6 +16,10 @@ import {
TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
} from '@documenso/lib/constants/template';
import {
DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
SKIP_QUERY_BATCH_META,
} from '@documenso/lib/constants/trpc';
import { AppError } from '@documenso/lib/errors/app-error';
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
import { trpc } from '@documenso/trpc/react';
@ -41,6 +45,7 @@ import {
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { SpinnerBox } from '@documenso/ui/primitives/spinner';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import type { Toast } from '@documenso/ui/primitives/use-toast';
import { useToast } from '@documenso/ui/primitives/use-toast';
@ -49,8 +54,13 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
distributeDocument: z.boolean(),
useCustomDocument: z.boolean().default(false),
customDocumentData: z
.any()
.refine((data) => data instanceof File || data === undefined)
.array(
z.object({
title: z.string(),
data: z.instanceof(File).optional(),
envelopeItemId: z.string(),
}),
)
.optional(),
recipients: z.array(
z.object({
@ -65,6 +75,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
export type TemplateUseDialogProps = {
envelopeId: string;
templateId: number;
templateSigningOrder?: DocumentSigningOrder | null;
recipients: Recipient[];
@ -77,6 +88,7 @@ export function TemplateUseDialog({
recipients,
documentDistributionMethod = DocumentDistributionMethod.EMAIL,
documentRootPath,
envelopeId,
templateId,
templateSigningOrder,
trigger,
@ -93,7 +105,7 @@ export function TemplateUseDialog({
defaultValues: {
distributeDocument: false,
useCustomDocument: false,
customDocumentData: undefined,
customDocumentData: [],
recipients: recipients
.sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
.map((recipient) => {
@ -115,23 +127,50 @@ export function TemplateUseDialog({
},
});
const { replace, fields: localCustomDocumentData } = useFieldArray({
control: form.control,
name: 'customDocumentData',
});
const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
{
envelopeId,
},
{
placeholderData: (previousData) => previousData,
...SKIP_QUERY_BATCH_META,
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
},
);
const envelopeItems = response?.envelopeItems ?? [];
const { mutateAsync: createDocumentFromTemplate } =
trpc.template.createDocumentFromTemplate.useMutation();
const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
try {
let customDocumentDataId: string | undefined = undefined;
const customFilesToUpload = (data.customDocumentData || []).filter(
(item): item is { data: File; envelopeItemId: string; title: string } =>
item.data !== undefined && item.envelopeItemId !== undefined && item.title !== undefined,
);
if (data.useCustomDocument && data.customDocumentData) {
const customDocumentData = await putPdfFile(data.customDocumentData);
customDocumentDataId = customDocumentData.id;
}
const customDocumentData = await Promise.all(
customFilesToUpload.map(async (item) => {
const customDocumentData = await putPdfFile(item.data);
const { id } = await createDocumentFromTemplate({
return {
documentDataId: customDocumentData.id,
envelopeItemId: item.envelopeItemId,
};
}),
);
const { envelopeId } = await createDocumentFromTemplate({
templateId,
recipients: data.recipients,
distributeDocument: data.distributeDocument,
customDocumentDataId,
customDocumentData,
});
toast({
@ -140,7 +179,7 @@ export function TemplateUseDialog({
duration: 5000,
});
let documentPath = `${documentRootPath}/${id}`;
let documentPath = `${documentRootPath}/${envelopeId}`;
if (
data.distributeDocument &&
@ -180,6 +219,18 @@ export function TemplateUseDialog({
}
}, [open, form]);
useEffect(() => {
if (envelopeItems.length > 0 && localCustomDocumentData.length === 0) {
replace(
envelopeItems.map((item) => ({
title: item.title,
data: undefined,
envelopeItemId: item.id,
})),
);
}
}, [envelopeItems, form, open]);
return (
<Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
<DialogTrigger asChild>
@ -384,7 +435,6 @@ export function TemplateUseDialog({
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="useCustomDocument"
>
{/* Todo: Envelopes - How will this work? */}
<Trans>Upload custom document</Trans>
<Tooltip>
<TooltipTrigger type="button">
@ -406,116 +456,133 @@ export function TemplateUseDialog({
/>
{form.watch('useCustomDocument') && (
<div className="my-4">
<FormField
control={form.control}
name="customDocumentData"
render={({ field }) => (
<FormItem>
<FormControl>
<div className="w-full space-y-4">
<label
className={cn(
'text-muted-foreground hover:border-muted-foreground/50 group relative flex min-h-[150px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed border-gray-300 px-6 py-10 transition-colors',
{
'border-destructive hover:border-destructive':
form.formState.errors.customDocumentData,
},
)}
>
<div className="text-center">
{!field.value && (
<>
<Upload className="text-muted-foreground/50 mx-auto h-10 w-10" />
<div className="mt-4 flex text-sm leading-6">
<span className="text-muted-foreground relative">
<Trans>
<span className="text-primary font-semibold">
Click to upload
</span>{' '}
or drag and drop
</Trans>
</span>
</div>
<p className="text-muted-foreground/80 text-xs">
PDF files only
</p>
</>
)}
{field.value && (
<div className="text-muted-foreground space-y-1">
<p className="text-sm font-medium">{field.value.name}</p>
<p className="text-muted-foreground/60 text-xs">
{(field.value.size / (1024 * 1024)).toFixed(2)} MB
</p>
<div className="my-4 space-y-2">
{isLoadingEnvelopeItems ? (
<SpinnerBox className="py-16" />
) : (
localCustomDocumentData.map((item, i) => (
<FormField
key={item.id}
control={form.control}
name={`customDocumentData.${i}.data`}
render={({ field }) => (
<FormItem>
<FormControl>
<div
key={item.id}
className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
>
<div className="flex-shrink-0">
<div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
<FileTextIcon className="text-primary h-5 w-5" />
</div>
)}
</div>
<input
type="file"
data-testid="template-use-dialog-file-input"
className="absolute h-full w-full opacity-0"
accept=".pdf,application/pdf"
onChange={(e) => {
const file = e.target.files?.[0];
if (!file) {
field.onChange(undefined);
return;
}
if (file.type !== 'application/pdf') {
form.setError('customDocumentData', {
type: 'manual',
message: _(msg`Please select a PDF file`),
});
return;
}
if (file.size > APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024) {
form.setError('customDocumentData', {
type: 'manual',
message: _(
msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
),
});
return;
}
field.onChange(file);
}}
/>
{field.value && (
<div className="absolute right-2 top-2">
<Button
type="button"
variant="destructive"
className="h-6 w-6 p-0"
onClick={(e) => {
e.preventDefault();
field.onChange(undefined);
}}
>
<X className="h-4 w-4" />
<div className="sr-only">
<Trans>Clear file</Trans>
</div>
</Button>
</div>
)}
</label>
</div>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<div className="min-w-0 flex-1">
<h4 className="text-foreground truncate text-sm font-medium">
{item.title}
</h4>
<p className="text-muted-foreground mt-0.5 text-xs">
{field.value ? (
<div>
<Trans>
Custom {(field.value.size / (1024 * 1024)).toFixed(2)}{' '}
MB file
</Trans>
</div>
) : (
<Trans>Default file</Trans>
)}
</p>
</div>
<div className="flex flex-shrink-0 items-center gap-2">
{field.value ? (
<div className="">
<Button
type="button"
variant="destructive"
size="sm"
className="text-xs"
onClick={(e) => {
e.preventDefault();
field.onChange(undefined);
}}
>
<X className="mr-2 h-4 w-4" />
<Trans>Remove</Trans>
</Button>
</div>
) : (
<Button
type="button"
variant="outline"
size="sm"
className="text-xs"
onClick={() => {
const fileInput = document.getElementById(
`template-use-dialog-file-input-${item.envelopeItemId}`,
);
if (fileInput instanceof HTMLInputElement) {
fileInput.click();
}
}}
>
<UploadCloudIcon className="mr-2 h-4 w-4" />
<Trans>Upload</Trans>
</Button>
)}
<input
type="file"
id={`template-use-dialog-file-input-${item.envelopeItemId}`}
className="hidden"
accept=".pdf,application/pdf"
onChange={(e) => {
const file = e.target.files?.[0];
if (!file) {
field.onChange(undefined);
return;
}
if (file.type !== 'application/pdf') {
form.setError('customDocumentData', {
type: 'manual',
message: _(msg`Please select a PDF file`),
});
return;
}
if (
file.size >
APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024
) {
form.setError('customDocumentData', {
type: 'manual',
message: _(
msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
),
});
return;
}
field.onChange(file);
}}
/>
</div>
</div>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
))
)}
</div>
)}
</div>