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

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>
);
};