feat: add envelope editor

This commit is contained in:
David Nguyen
2025-10-12 23:35:54 +11:00
parent bf89bc781b
commit 0da8e7dbc6
307 changed files with 24657 additions and 3681 deletions

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@ -57,14 +57,14 @@ export const DocumentDuplicateDialog = ({
const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
trpcReact.document.duplicate.useMutation({
onSuccess: async ({ documentId }) => {
onSuccess: async ({ id }) => {
toast({
title: _(msg`Document Duplicated`),
description: _(msg`Your document has been successfully duplicated.`),
duration: 5000,
});
await navigate(`${documentsPath}/${documentId}/edit`);
await navigate(`${documentsPath}/${id}/edit`);
onOpenChange(false);
},
});

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@ -0,0 +1,449 @@
import { useMemo, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import {
DocumentDistributionMethod,
DocumentStatus,
EnvelopeType,
type Field,
FieldType,
type Recipient,
RecipientRole,
} from '@prisma/client';
import { AnimatePresence, motion } from 'framer-motion';
import { InfoIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import * as z from 'zod';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TEnvelope } from '@documenso/lib/types/envelope';
import { formatSigningLink } from '@documenso/lib/utils/recipients';
import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
import { Textarea } from '@documenso/ui/primitives/textarea';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopeDistributeDialogProps = {
envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
recipients: Recipient[];
fields: Field[];
};
trigger?: React.ReactNode;
};
export const ZEnvelopeDistributeFormSchema = z.object({
meta: z.object({
emailId: z.string().nullable(),
emailReplyTo: z.preprocess(
(val) => (val === '' ? undefined : val),
z.string().email().optional(),
),
subject: z.string(),
message: z.string(),
distributionMethod: z
.nativeEnum(DocumentDistributionMethod)
.optional()
.default(DocumentDistributionMethod.EMAIL),
}),
});
export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistributeDialogProps) => {
const organisation = useCurrentOrganisation();
const recipients = envelope.recipients;
const { toast } = useToast();
const { t } = useLingui();
const [isOpen, setIsOpen] = useState(false);
const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
const form = useForm<TEnvelopeDistributeFormSchema>({
defaultValues: {
meta: {
emailId: envelope.documentMeta?.emailId ?? null,
emailReplyTo: envelope.documentMeta?.emailReplyTo || undefined,
subject: envelope.documentMeta?.subject ?? '',
message: envelope.documentMeta?.message ?? '',
distributionMethod:
envelope.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
},
},
resolver: zodResolver(ZEnvelopeDistributeFormSchema),
});
const {
handleSubmit,
setValue,
watch,
formState: { isSubmitting },
} = form;
const { data: emailData, isLoading: isLoadingEmails } =
trpc.enterprise.organisation.email.find.useQuery({
organisationId: organisation.id,
perPage: 100,
});
const emails = emailData?.data || [];
const distributionMethod = watch('meta.distributionMethod');
const everySignerHasSignature = useMemo(
() =>
envelope.recipients
.filter((recipient) => recipient.role === RecipientRole.SIGNER)
.every((recipient) =>
envelope.fields.some(
(field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
),
),
[envelope.recipients, envelope.fields],
);
const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
try {
await distributeEnvelope({ envelopeId: envelope.id, meta });
toast({
title: t`Envelope distributed`,
description: t`Your envelope has been distributed successfully.`,
duration: 5000,
});
setIsOpen(false);
} catch (err) {
toast({
title: t`Something went wrong`,
description: t`This envelope could not be distributed at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
return null;
}
return (
<Dialog open={isOpen} onOpenChange={setIsOpen}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
<DialogContent className="max-w-md" hideClose>
<DialogHeader>
<DialogTitle>
<Trans>Send Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Recipients will be able to sign the document once sent</Trans>
</DialogDescription>
</DialogHeader>
{everySignerHasSignature ? (
<Form {...form}>
<form onSubmit={handleSubmit(onFormSubmit)}>
<fieldset disabled={isSubmitting}>
<Tabs
onValueChange={(value) =>
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
setValue('meta.distributionMethod', value as DocumentDistributionMethod)
}
value={distributionMethod}
className="mb-2"
>
<TabsList className="w-full">
<TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
Email
</TabsTrigger>
<TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
None
</TabsTrigger>
</TabsList>
</Tabs>
<div className="min-h-72">
<AnimatePresence initial={false} mode="wait">
{distributionMethod === DocumentDistributionMethod.EMAIL && (
<motion.div
key={'Emails'}
initial={{ opacity: 0, y: 5 }}
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
exit={{ opacity: 0, transition: { duration: 0.15 } }}
>
<Form {...form}>
<fieldset
className="mt-2 flex flex-col gap-y-4 rounded-lg"
disabled={form.formState.isSubmitting}
>
{organisation.organisationClaim.flags.emailDomains && (
<FormField
control={form.control}
name="meta.emailId"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Email Sender</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value}
onValueChange={(value) =>
field.onChange(value === '-1' ? null : value)
}
>
<SelectTrigger
loading={isLoadingEmails}
className="bg-background"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
{emails.map((email) => (
<SelectItem key={email.id} value={email.id}>
{email.email}
</SelectItem>
))}
<SelectItem value={'-1'}>Documenso</SelectItem>
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name="meta.emailReplyTo"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Reply To Email</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
</FormLabel>
<FormControl>
<Input {...field} maxLength={254} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.subject"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Subject</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
</FormLabel>
<FormControl>
<Input {...field} maxLength={255} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.message"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Message</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground p-4">
<DocumentSendEmailMessageHelper />
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Textarea
className="bg-background mt-2 h-16 resize-none"
{...field}
maxLength={5000}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</fieldset>
</Form>
</motion.div>
)}
{distributionMethod === DocumentDistributionMethod.NONE && (
<motion.div
key={'Links'}
initial={{ opacity: 0, y: 5 }}
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
exit={{ opacity: 0, transition: { duration: 0.15 } }}
className="min-h-60 rounded-lg border"
>
{envelope.status === DocumentStatus.DRAFT ? (
<div className="text-muted-foreground py-24 text-center text-sm">
<p>
<Trans>We won't send anything to notify recipients.</Trans>
</p>
<p className="mt-2">
<Trans>
We will generate signing links for you, which you can send to the
recipients through your method of choice.
</Trans>
</p>
</div>
) : (
<ul className="text-muted-foreground divide-y">
{recipients.length === 0 && (
<li className="flex flex-col items-center justify-center py-6 text-sm">
<Trans>No recipients</Trans>
</li>
)}
{recipients.map((recipient) => (
<li
key={recipient.id}
className="flex items-center justify-between px-4 py-3 text-sm"
>
<AvatarWithText
avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
primaryText={
<p className="text-muted-foreground text-sm">
{recipient.email}
</p>
}
secondaryText={
<p className="text-muted-foreground/70 text-xs">
{t(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
}
/>
{recipient.role !== RecipientRole.CC && (
<CopyTextButton
value={formatSigningLink(recipient.token)}
onCopySuccess={() => {
toast({
title: t`Copied to clipboard`,
description: t`The signing link has been copied to your clipboard.`,
});
}}
badgeContentUncopied={
<p className="ml-1 text-xs">
<Trans>Copy</Trans>
</p>
}
badgeContentCopied={
<p className="ml-1 text-xs">
<Trans>Copied</Trans>
</p>
}
/>
)}
</li>
))}
</ul>
)}
</motion.div>
)}
</AnimatePresence>
</div>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isSubmitting}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button loading={isSubmitting} type="submit">
{distributionMethod === DocumentDistributionMethod.EMAIL ? (
<Trans>Send</Trans>
) : (
<Trans>Generate Links</Trans>
)}
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
) : (
<>
<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>
</Alert>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary">
<Trans>Close</Trans>
</Button>
</DialogClose>
</DialogFooter>
</>
)}
</DialogContent>
</Dialog>
);
};

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@ -0,0 +1,113 @@
import { useState } from 'react';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
import { useNavigate } from 'react-router';
import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
type EnvelopeDuplicateDialogProps = {
envelopeId: string;
envelopeType: EnvelopeType;
trigger?: React.ReactNode;
};
export const EnvelopeDuplicateDialog = ({
envelopeId,
envelopeType,
trigger,
}: EnvelopeDuplicateDialogProps) => {
const navigate = useNavigate();
const [open, setOpen] = useState(false);
const { toast } = useToast();
const { t } = useLingui();
const team = useCurrentTeam();
const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
trpc.envelope.duplicate.useMutation({
onSuccess: async ({ duplicatedEnvelopeId }) => {
toast({
title: t`Envelope Duplicated`,
description: t`Your envelope has been successfully duplicated.`,
duration: 5000,
});
const path =
envelopeType === EnvelopeType.DOCUMENT
? formatDocumentsPath(team.url)
: formatTemplatesPath(team.url);
await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
setOpen(false);
},
});
const onDuplicate = async () => {
try {
await duplicateEnvelope({ envelopeId });
} catch {
toast({
title: t`Something went wrong`,
description: t`This document could not be duplicated at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
return (
<Dialog open={open} onOpenChange={(value) => !isDuplicating && setOpen(value)}>
{trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
<DialogContent>
{envelopeType === EnvelopeType.DOCUMENT ? (
<DialogHeader>
<DialogTitle>
<Trans>Duplicate Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>This document will be duplicated.</Trans>
</DialogDescription>
</DialogHeader>
) : (
<DialogHeader>
<DialogTitle>
<Trans>Duplicate Template</Trans>
</DialogTitle>
<DialogDescription>
<Trans>This template will be duplicated.</Trans>
</DialogDescription>
</DialogHeader>
)}
<DialogFooter>
<Button type="button" variant="secondary" disabled={isDuplicating}>
<Trans>Cancel</Trans>
</Button>
<Button type="button" loading={isDuplicating} onClick={onDuplicate}>
<Trans>Duplicate</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
};

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@ -0,0 +1,134 @@
import { useState } from 'react';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { trpc } from '@documenso/trpc/react';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopeItemDeleteDialogProps = {
canItemBeDeleted: boolean;
envelopeId: string;
envelopeItemId: string;
envelopeItemTitle: string;
onDelete?: (envelopeItemId: string) => void;
trigger?: React.ReactNode;
};
export const EnvelopeItemDeleteDialog = ({
trigger,
canItemBeDeleted,
envelopeId,
envelopeItemId,
envelopeItemTitle,
onDelete,
}: EnvelopeItemDeleteDialogProps) => {
const [open, setOpen] = useState(false);
const { t } = useLingui();
const { toast } = useToast();
const { mutateAsync: deleteEnvelopeItem, isPending: isDeleting } =
trpc.envelope.item.delete.useMutation({
onSuccess: () => {
toast({
title: t`Success`,
description: t`You have successfully removed this envelope item.`,
duration: 5000,
});
onDelete?.(envelopeItemId);
setOpen(false);
},
onError: () => {
toast({
title: t`An unknown error occurred`,
description: t`We encountered an unknown error while attempting to remove this envelope item. Please try again later.`,
variant: 'destructive',
duration: 10000,
});
},
});
return (
<Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
{canItemBeDeleted ? (
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Are you sure?</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
You are about to remove the following document and all associated fields
</Trans>
</DialogDescription>
</DialogHeader>
<Alert variant="neutral">
<AlertDescription className="text-center font-semibold">
{envelopeItemTitle}
</AlertDescription>
</Alert>
<fieldset disabled={isDeleting}>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="submit"
variant="destructive"
loading={isDeleting}
onClick={async () =>
deleteEnvelopeItem({
envelopeId,
envelopeItemId,
})
}
>
<Trans>Delete</Trans>
</Button>
</DialogFooter>
</fieldset>
</DialogContent>
) : (
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>This item cannot be deleted</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
You cannot delete this item because the document has been sent to recipients
</Trans>
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Close</Trans>
</Button>
</DialogFooter>
</DialogContent>
)}
</Dialog>
);
};

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@ -0,0 +1,187 @@
import { useEffect, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, EnvelopeType, type Recipient, SigningStatus } from '@prisma/client';
import { useForm } from 'react-hook-form';
import * as z from 'zod';
import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
import type { TEnvelope } from '@documenso/lib/types/envelope';
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import { trpc as trpcReact } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
} from '@documenso/ui/primitives/form/form';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { StackAvatar } from '../general/stack-avatar';
export type EnvelopeRedistributeDialogProps = {
envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
recipients: Recipient[];
};
trigger?: React.ReactNode;
};
export const ZEnvelopeRedistributeFormSchema = z.object({
recipients: z.array(z.number()).min(1, {
message: msg`You must select at least one item`.id,
}),
});
export type TEnvelopeRedistributeFormSchema = z.infer<typeof ZEnvelopeRedistributeFormSchema>;
export const EnvelopeRedistributeDialog = ({
envelope,
trigger,
}: EnvelopeRedistributeDialogProps) => {
const recipients = envelope.recipients;
const { toast } = useToast();
const { t } = useLingui();
const [isOpen, setIsOpen] = useState(false);
const { mutateAsync: redistributeEnvelope } = trpcReact.envelope.redistribute.useMutation();
const form = useForm<TEnvelopeRedistributeFormSchema>({
defaultValues: {
recipients: [],
},
resolver: zodResolver(ZEnvelopeRedistributeFormSchema),
});
const {
handleSubmit,
formState: { isSubmitting },
} = form;
const onFormSubmit = async ({ recipients }: TEnvelopeRedistributeFormSchema) => {
try {
await redistributeEnvelope({ envelopeId: envelope.id, recipients });
toast({
title: t`Envelope resent`,
description: t`Your envelope has been resent successfully.`,
duration: 5000,
});
setIsOpen(false);
} catch (err) {
toast({
title: t`Something went wrong`,
description: t`This envelope could not be resent at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
useEffect(() => {
if (!isOpen) {
form.reset();
}
}, [isOpen]);
if (envelope.status !== DocumentStatus.PENDING || envelope.type !== EnvelopeType.DOCUMENT) {
return null;
}
return (
<Dialog open={isOpen} onOpenChange={setIsOpen}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
<DialogContent className="max-w-md" hideClose>
<DialogHeader>
<DialogTitle>
<Trans>Resend Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Send reminders to the following recipients</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={handleSubmit(onFormSubmit)}>
<fieldset disabled={isSubmitting}>
<FormField
control={form.control}
name="recipients"
render={({ field: { value, onChange } }) => (
<>
{recipients
.filter((recipient) => recipient.signingStatus === SigningStatus.NOT_SIGNED)
.map((recipient) => (
<FormItem
key={recipient.id}
className="flex flex-row items-center justify-between gap-x-3 px-3"
>
<FormLabel
className={cn('my-2 flex items-center gap-2 font-normal', {
'opacity-50': !value.includes(recipient.id),
})}
>
<StackAvatar
key={recipient.id}
type={getRecipientType(recipient)}
fallbackText={recipientAbbreviation(recipient)}
/>
{recipient.email}
</FormLabel>
<FormControl>
<Checkbox
className="h-5 w-5 rounded-full"
value={recipient.id}
checked={value.includes(recipient.id)}
onCheckedChange={(checked: boolean) =>
checked
? onChange([...value, recipient.id])
: onChange(value.filter((v) => v !== recipient.id))
}
/>
</FormControl>
</FormItem>
))}
</>
)}
/>
<DialogFooter className="mt-4">
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isSubmitting}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button loading={isSubmitting} type="submit">
<Trans>Send reminder</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
};

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@ -52,7 +52,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
export type ManagePublicTemplateDialogProps = {
directTemplates: (Template & {
directTemplates: (Omit<Template, 'templateDocumentDataId'> & {
directLink: Pick<TemplateDirectLink, 'token' | 'enabled'>;
})[];
initialTemplateId?: number | null;

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@ -0,0 +1,117 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans, 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>;
export type SignFieldDropdownDialogProps = {
fieldMeta: TDropdownFieldMeta;
};
export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogProps, string | null>(
({ call, fieldMeta }) => {
const { t } = useLingui();
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>
);
},
);

View File

@ -0,0 +1,91 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
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 { Input } from '@documenso/ui/primitives/input';
const ZSignFieldEmailFormSchema = z.object({
email: z.string().min(1, { message: msg`Email is required`.id }),
});
type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
export type SignFieldEmailDialogProps = Record<string, never>;
export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
({ call }) => {
const form = useForm<TSignFieldEmailFormSchema>({
resolver: zodResolver(ZSignFieldEmailFormSchema),
defaultValues: {
email: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Email</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Sign your email into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.email))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="email"
render={({ field }) => (
<FormItem>
<FormControl>
<Input {...field} />
</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>
);
},
);

View File

@ -0,0 +1,97 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
const ZSignFieldInitialsFormSchema = z.object({
initials: z.string().min(1, { message: msg`Initials are required`.id }),
});
type TSignFieldInitialsFormSchema = z.infer<typeof ZSignFieldInitialsFormSchema>;
export type SignFieldInitialsDialogProps = {
//
};
export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogProps, string | null>(
({ call }) => {
const form = useForm<TSignFieldInitialsFormSchema>({
resolver: zodResolver(ZSignFieldInitialsFormSchema),
defaultValues: {
initials: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Initials</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Sign your initials into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.initials))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="initials"
render={({ field }) => (
<FormItem>
<FormLabel required>
<Trans>Initials</Trans>
</FormLabel>
<FormControl>
<Input {...field} />
</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>
);
},
);

View File

@ -0,0 +1,93 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
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 { Input } from '@documenso/ui/primitives/input';
const ZSignFieldNameFormSchema = z.object({
name: z.string().min(1, { message: msg`Name is required`.id }),
});
type TSignFieldNameFormSchema = z.infer<typeof ZSignFieldNameFormSchema>;
export type SignFieldNameDialogProps = {
//
};
export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, string | null>(
({ call }) => {
const form = useForm<TSignFieldNameFormSchema>({
resolver: zodResolver(ZSignFieldNameFormSchema),
defaultValues: {
name: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Name</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Sign your full name into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.name))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="name"
render={({ field }) => (
<FormItem>
<FormControl>
<Input {...field} />
</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>
);
},
);

View File

@ -0,0 +1,144 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import type { TNumberFieldMeta } from '@documenso/lib/types/field-meta';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
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
});
const { numberFormat, minValue, maxValue } = fieldMeta;
if (typeof minValue === 'number') {
schema = schema.min(minValue);
}
if (typeof maxValue === 'number') {
schema = schema.max(maxValue);
}
if (numberFormat) {
const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
if (!foundRegex) {
return schema;
}
return schema.refine(
(value) => {
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,
},
);
}
return schema;
};
export type SignFieldNumberDialogProps = {
fieldMeta: TNumberFieldMeta;
};
export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
({ call, fieldMeta }) => {
const { t } = useLingui();
const ZSignFieldNumberFormSchema = z.object({
number: createNumberFieldSchema(fieldMeta),
});
const form = useForm<z.infer<typeof ZSignFieldNumberFormSchema>>({
resolver: zodResolver(ZSignFieldNumberFormSchema),
defaultValues: {
number: undefined,
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Number Field</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Insert a value into the number field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.number))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="number"
render={({ field, fieldState }) => (
<FormItem>
{fieldMeta.label && <FormLabel>{fieldMeta.label}</FormLabel>}
<FormControl>
<Input
placeholder={fieldMeta.placeholder ?? t`Enter your number here`}
className={cn('w-full rounded-md', {
'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
fieldState.error,
})}
{...field}
/>
</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>
);
},
);

View File

@ -0,0 +1,76 @@
import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
export type SignFieldSignatureDialogProps = {
initialSignature?: string;
typedSignatureEnabled?: boolean;
uploadSignatureEnabled?: boolean;
drawSignatureEnabled?: boolean;
};
export const SignFieldSignatureDialog = createCallable<
SignFieldSignatureDialogProps,
string | null
>(
({
call,
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
initialSignature,
}) => {
const [localSignature, setLocalSignature] = useState(initialSignature);
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<div>
<DialogHeader>
<DialogTitle>
<Trans>Sign Signature Field</Trans>
</DialogTitle>
</DialogHeader>
<SignaturePad
value={localSignature ?? ''}
onChange={({ value }) => setLocalSignature(value)}
typedSignatureEnabled={typedSignatureEnabled}
uploadSignatureEnabled={uploadSignatureEnabled}
drawSignatureEnabled={drawSignatureEnabled}
/>
</div>
<DocumentSigningDisclosure />
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
disabled={!localSignature}
onClick={() => call.end(localSignature || null)}
>
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,120 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Plural, useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import type { TTextFieldMeta } from '@documenso/lib/types/field-meta';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Textarea } from '@documenso/ui/primitives/textarea';
const ZSignFieldTextFormSchema = z.object({
text: z.string().min(1, { message: msg`Text is required`.id }),
});
type TSignFieldTextFormSchema = z.infer<typeof ZSignFieldTextFormSchema>;
export type SignFieldTextDialogProps = {
fieldMeta?: TTextFieldMeta;
};
export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, string | null>(
({ call, fieldMeta }) => {
const { t } = useLingui();
const form = useForm<TSignFieldTextFormSchema>({
resolver: zodResolver(ZSignFieldTextFormSchema),
defaultValues: {
text: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Text Field</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Insert a value into the text field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.text))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="text"
render={({ field, fieldState }) => (
<FormItem>
{fieldMeta?.label && <FormLabel>{fieldMeta?.label}</FormLabel>}
<FormControl>
<Textarea
id="custom-text"
placeholder={fieldMeta?.placeholder ?? t`Enter your text here`}
className={cn('w-full rounded-md', {
'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
fieldState.error,
})}
{...field}
/>
</FormControl>
<FormMessage />
{fieldMeta?.characterLimit !== undefined &&
fieldMeta?.characterLimit > 0 &&
!fieldState.error && (
<div className="text-muted-foreground text-sm">
<Plural
value={fieldMeta?.characterLimit - (field.value?.length ?? 0)}
one="# character remaining"
other="# characters remaining"
/>
</div>
)}
</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>
);
},
);

View File

@ -44,7 +44,9 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
const [isUploadingFile, setIsUploadingFile] = useState(false);
const onFileDrop = async (file: File) => {
const onFileDrop = async (files: File[]) => {
const file = files[0];
if (isUploadingFile) {
return;
}

View File

@ -1,47 +0,0 @@
import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import type { Recipient, TemplateDirectLink } from '@prisma/client';
import { LinkIcon } from 'lucide-react';
import type { Template } from '@documenso/prisma/types/template-legacy-schema';
import { Button } from '@documenso/ui/primitives/button';
import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
export type TemplateDirectLinkDialogWrapperProps = {
template: Template & { directLink?: TemplateDirectLink | null; recipients: Recipient[] };
};
export const TemplateDirectLinkDialogWrapper = ({
template,
}: TemplateDirectLinkDialogWrapperProps) => {
const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
return (
<div>
<Button
variant="outline"
className="px-3"
onClick={(e) => {
e.preventDefault();
setTemplateDirectLinkOpen(true);
}}
>
<LinkIcon className="mr-1.5 h-3.5 w-3.5" />
{template.directLink ? (
<Trans>Manage Direct Link</Trans>
) : (
<Trans>Create Direct Link</Trans>
)}
</Button>
<TemplateDirectLinkDialog
template={template}
open={isTemplateDirectLinkOpen}
onOpenChange={setTemplateDirectLinkOpen}
/>
</div>
);
};

View File

@ -4,7 +4,14 @@ import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { type Recipient, RecipientRole, type TemplateDirectLink } from '@prisma/client';
import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
import {
CircleDotIcon,
CircleIcon,
ClipboardCopyIcon,
InfoIcon,
LinkIcon,
LoaderIcon,
} from 'lucide-react';
import { Link, useRevalidator } from 'react-router';
import { P, match } from 'ts-pattern';
@ -15,7 +22,6 @@ import { DIRECT_TEMPLATE_RECIPIENT_EMAIL } from '@documenso/lib/constants/direct
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import { DIRECT_TEMPLATE_DOCUMENTATION } from '@documenso/lib/constants/template';
import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
import type { Template } from '@documenso/prisma/types/template-legacy-schema';
import { trpc as trpcReact } from '@documenso/trpc/react';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
@ -27,6 +33,7 @@ import {
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
@ -43,20 +50,19 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
import { useToast } from '@documenso/ui/primitives/use-toast';
type TemplateDirectLinkDialogProps = {
template: Template & {
directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
recipients: Recipient[];
};
open: boolean;
onOpenChange: (_open: boolean) => void;
templateId: number;
directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
recipients: Recipient[];
trigger?: React.ReactNode;
};
type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
export const TemplateDirectLinkDialog = ({
template,
open,
onOpenChange,
templateId,
directLink,
recipients,
trigger,
}: TemplateDirectLinkDialogProps) => {
const { toast } = useToast();
const { quota, remaining } = useLimits();
@ -65,8 +71,9 @@ export const TemplateDirectLinkDialog = ({
const [, copy] = useCopyToClipboard();
const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
const [token, setToken] = useState(template.directLink?.token ?? null);
const [open, setOpen] = useState(false);
const [isEnabled, setIsEnabled] = useState(directLink?.enabled ?? false);
const [token, setToken] = useState(directLink?.token ?? null);
const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
token ? 'MANAGE' : 'ONBOARD',
@ -76,11 +83,11 @@ export const TemplateDirectLinkDialog = ({
const validDirectTemplateRecipients = useMemo(
() =>
template.recipients.filter(
recipients.filter(
(recipient) =>
recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
),
[template.recipients],
[recipients],
);
const {
@ -136,7 +143,7 @@ export const TemplateDirectLinkDialog = ({
onSuccess: async () => {
await revalidate();
onOpenChange(false);
setOpen(false);
setToken(null);
toast({
@ -174,7 +181,7 @@ export const TemplateDirectLinkDialog = ({
setSelectedRecipientId(recipientId);
await createTemplateDirectLink({
templateId: template.id,
templateId,
directRecipientId: recipientId,
});
};
@ -191,300 +198,311 @@ export const TemplateDirectLinkDialog = ({
}, [open]);
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
<fieldset disabled={isLoading} className="relative">
<AnimateGenericFadeInOut motionKey={currentStep}>
{match({ token, currentStep })
.with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Create Direct Signing Link</Trans>
</DialogTitle>
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
<DialogTrigger asChild>
{trigger || (
<Button variant="outline" className="px-3">
<LinkIcon className="mr-1.5 h-3.5 w-3.5" />
<DialogDescription>
<Trans>Here's how it works:</Trans>
</DialogDescription>
</DialogHeader>
{directLink ? <Trans>Manage Direct Link</Trans> : <Trans>Create Direct Link</Trans>}
</Button>
)}
</DialogTrigger>
<DialogContent hideClose>
<fieldset disabled={isLoading} className="relative">
<AnimateGenericFadeInOut motionKey={currentStep}>
{match({ token, currentStep })
.with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Create Direct Signing Link</Trans>
</DialogTitle>
<ul className="mt-4 space-y-4 pl-12">
{DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
<li className="relative" key={index}>
<div className="absolute -left-12">
<div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
{index + 1}
<DialogDescription>
<Trans>Here's how it works:</Trans>
</DialogDescription>
</DialogHeader>
<ul className="mt-4 space-y-4 pl-12">
{DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
<li className="relative" key={index}>
<div className="absolute -left-12">
<div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
{index + 1}
</div>
</div>
</div>
<h3 className="font-semibold">{_(step.title)}</h3>
<p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
</li>
))}
</ul>
<h3 className="font-semibold">{_(step.title)}</h3>
<p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
</li>
))}
</ul>
{remaining.directTemplates === 0 && (
<Alert variant="warning">
<AlertTitle>
<Trans>
Direct template link usage exceeded ({quota.directTemplates}/
{quota.directTemplates})
</Trans>
</AlertTitle>
<AlertDescription>
<Trans>
You have reached the maximum limit of {quota.directTemplates} direct
templates.{' '}
<Link
className="mt-1 block underline underline-offset-4"
to={`/o/${organisation.url}/settings/billing`}
>
Upgrade your account to continue!
</Link>
</Trans>
</AlertDescription>
</Alert>
)}
{remaining.directTemplates === 0 && (
<Alert variant="warning">
<AlertTitle>
<Trans>
Direct template link usage exceeded ({quota.directTemplates}/
{quota.directTemplates})
</Trans>
</AlertTitle>
<AlertDescription>
<Trans>
You have reached the maximum limit of {quota.directTemplates} direct
templates.{' '}
<Link
className="mt-1 block underline underline-offset-4"
to={`/o/${organisation.url}/settings/billing`}
>
Upgrade your account to continue!
</Link>
</Trans>
</AlertDescription>
</Alert>
)}
{remaining.directTemplates !== 0 && (
<DialogFooter className="mx-auto mt-4">
<Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
<Trans> Enable direct link signing</Trans>
</Button>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
<DialogContent className="relative">
{isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
<div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
<LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
</div>
)}
<DialogHeader>
<DialogTitle>
<Trans>Choose Direct Link Recipient</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Choose an existing recipient from below to continue</Trans>
</DialogDescription>
</DialogHeader>
<div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
<Table>
<TableHeader>
<TableRow>
<TableHead>
<Trans>Recipient</Trans>
</TableHead>
<TableHead>
<Trans>Role</Trans>
</TableHead>
<TableHead></TableHead>
</TableRow>
</TableHeader>
<TableBody>
{validDirectTemplateRecipients.length === 0 && (
<TableRow>
<TableCell colSpan={3} className="h-16 text-center">
<p className="text-muted-foreground">
<Trans>No valid recipients found</Trans>
</p>
</TableCell>
</TableRow>
)}
{validDirectTemplateRecipients.map((row) => (
<TableRow
className="cursor-pointer"
key={row.id}
onClick={async () => onRecipientTableRowClick(row.id)}
>
<TableCell>
<div className="text-muted-foreground text-sm">
<p>{row.name}</p>
<p className="text-muted-foreground/70 text-xs">{row.email}</p>
</div>
</TableCell>
<TableCell className="text-muted-foreground text-sm">
{_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
</TableCell>
<TableCell>
{selectedRecipientId === row.id ? (
<CircleDotIcon className="h-5 w-5 text-neutral-300" />
) : (
<CircleIcon className="h-5 w-5 text-neutral-300" />
)}
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</div>
{/* Prevent creating placeholder direct template recipient if the email already exists. */}
{!template.recipients.some(
(recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
) && (
<DialogFooter className="mx-auto">
<div className="flex flex-col items-center justify-center">
{validDirectTemplateRecipients.length !== 0 && (
<p className="text-muted-foreground text-sm">
<Trans>Or</Trans>
</p>
)}
<Button
type="button"
className="mt-2"
loading={isCreatingTemplateDirectLink && !selectedRecipientId}
onClick={async () =>
createTemplateDirectLink({
templateId: template.id,
})
}
>
<Trans>Create one automatically</Trans>
{remaining.directTemplates !== 0 && (
<DialogFooter className="mx-auto mt-4">
<Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
<Trans> Enable direct link signing</Trans>
</Button>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
<DialogContent className="relative">
{isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
<div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
<LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
</div>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Direct Link Signing</Trans>
</DialogTitle>
)}
<DialogDescription>
<Trans>Manage the direct link signing for this template</Trans>
</DialogDescription>
</DialogHeader>
<DialogHeader>
<DialogTitle>
<Trans>Choose Direct Link Recipient</Trans>
</DialogTitle>
<div>
<div className="flex flex-row items-center justify-between">
<Label className="flex flex-row">
<Trans>Enable Direct Link Signing</Trans>
<Tooltip>
<TooltipTrigger tabIndex={-1} className="ml-2">
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<Trans>
Disabling direct link signing will prevent anyone from accessing the
link.
</Trans>
</TooltipContent>
</Tooltip>
</Label>
<DialogDescription>
<Trans>Choose an existing recipient from below to continue</Trans>
</DialogDescription>
</DialogHeader>
<Switch
className="mt-2"
checked={isEnabled}
onCheckedChange={(value) => setIsEnabled(value)}
/>
<div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
<Table>
<TableHeader>
<TableRow>
<TableHead>
<Trans>Recipient</Trans>
</TableHead>
<TableHead>
<Trans>Role</Trans>
</TableHead>
<TableHead></TableHead>
</TableRow>
</TableHeader>
<TableBody>
{validDirectTemplateRecipients.length === 0 && (
<TableRow>
<TableCell colSpan={3} className="h-16 text-center">
<p className="text-muted-foreground">
<Trans>No valid recipients found</Trans>
</p>
</TableCell>
</TableRow>
)}
{validDirectTemplateRecipients.map((row) => (
<TableRow
className="cursor-pointer"
key={row.id}
onClick={async () => onRecipientTableRowClick(row.id)}
>
<TableCell>
<div className="text-muted-foreground text-sm">
<p>{row.name}</p>
<p className="text-muted-foreground/70 text-xs">{row.email}</p>
</div>
</TableCell>
<TableCell className="text-muted-foreground text-sm">
{_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
</TableCell>
<TableCell>
{selectedRecipientId === row.id ? (
<CircleDotIcon className="h-5 w-5 text-neutral-300" />
) : (
<CircleIcon className="h-5 w-5 text-neutral-300" />
)}
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</div>
<div className="mt-2">
<Label htmlFor="copy-direct-link">
<Trans>Copy Shareable Link</Trans>
</Label>
{/* Prevent creating placeholder direct template recipient if the email already exists. */}
{!recipients.some(
(recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
) && (
<DialogFooter className="mx-auto">
<div className="flex flex-col items-center justify-center">
{validDirectTemplateRecipients.length !== 0 && (
<p className="text-muted-foreground text-sm">
<Trans>Or</Trans>
</p>
)}
<div className="relative mt-1">
<Input
id="copy-direct-link"
disabled
value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
readOnly
className="pr-12"
/>
<div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
<Button
variant="none"
type="button"
className="h-8 w-8"
onClick={() => void onCopyClick(token)}
className="mt-2"
loading={isCreatingTemplateDirectLink && !selectedRecipientId}
onClick={async () =>
createTemplateDirectLink({
templateId,
})
}
>
<ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
<Trans>Create one automatically</Trans>
</Button>
</div>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Direct Link Signing</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Manage the direct link signing for this template</Trans>
</DialogDescription>
</DialogHeader>
<div>
<div className="flex flex-row items-center justify-between">
<Label className="flex flex-row">
<Trans>Enable Direct Link Signing</Trans>
<Tooltip>
<TooltipTrigger tabIndex={-1} className="ml-2">
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<Trans>
Disabling direct link signing will prevent anyone from accessing the
link.
</Trans>
</TooltipContent>
</Tooltip>
</Label>
<Switch
className="mt-2"
checked={isEnabled}
onCheckedChange={(value) => setIsEnabled(value)}
/>
</div>
<div className="mt-2">
<Label htmlFor="copy-direct-link">
<Trans>Copy Shareable Link</Trans>
</Label>
<div className="relative mt-1">
<Input
id="copy-direct-link"
disabled
value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
readOnly
className="pr-12"
/>
<div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
<Button
variant="none"
type="button"
className="h-8 w-8"
onClick={() => void onCopyClick(token)}
>
<ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
</Button>
</div>
</div>
</div>
</div>
</div>
<DialogFooter className="mt-4">
<Button
type="button"
variant="destructive"
className="mr-auto w-full sm:w-auto"
loading={isDeletingTemplateDirectLink}
onClick={() => setCurrentStep('CONFIRM_DELETE')}
>
<Trans>Remove</Trans>
</Button>
<DialogFooter className="mt-4">
<Button
type="button"
variant="destructive"
className="mr-auto w-full sm:w-auto"
loading={isDeletingTemplateDirectLink}
onClick={() => setCurrentStep('CONFIRM_DELETE')}
>
<Trans>Remove</Trans>
</Button>
<Button
type="button"
loading={isTogglingTemplateAccess}
onClick={async () => {
await toggleTemplateDirectLink({
templateId: template.id,
enabled: isEnabled,
}).catch(() => null);
<Button
type="button"
loading={isTogglingTemplateAccess}
onClick={async () => {
await toggleTemplateDirectLink({
templateId,
enabled: isEnabled,
}).catch(() => null);
onOpenChange(false);
}}
>
<Trans>Save</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Are you sure?</Trans>
</DialogTitle>
setOpen(false);
}}
>
<Trans>Save</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Are you sure?</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Please note that proceeding will remove direct linking recipient and turn it
into a placeholder.
</Trans>
</DialogDescription>
</DialogHeader>
<DialogDescription>
<Trans>
Please note that proceeding will remove direct linking recipient and turn it
into a placeholder.
</Trans>
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button
type="button"
variant="secondary"
onClick={() => setCurrentStep('MANAGE')}
>
<Trans>Cancel</Trans>
</Button>
<DialogFooter>
<Button
type="button"
variant="secondary"
onClick={() => setCurrentStep('MANAGE')}
>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
variant="destructive"
loading={isDeletingTemplateDirectLink}
onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
>
<Trans>Confirm</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.otherwise(() => null)}
</AnimateGenericFadeInOut>
</fieldset>
<Button
type="button"
variant="destructive"
loading={isDeletingTemplateDirectLink}
onClick={() => void deleteTemplateDirectLink({ templateId })}
>
<Trans>Confirm</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.otherwise(() => null)}
</AnimateGenericFadeInOut>
</fieldset>
</DialogContent>
</Dialog>
);
};

View File

@ -384,6 +384,7 @@ 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">