Merge branch 'main' into feat/document-table-filters

This commit is contained in:
Ephraim Duncan
2025-07-10 09:09:28 +00:00
committed by GitHub
115 changed files with 4647 additions and 1455 deletions

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@ -10,6 +10,7 @@ import { useRevalidator } from 'react-router';
import { P, match } from 'ts-pattern';
import { unsafe_useEffectOnce } from '@documenso/lib/client-only/hooks/use-effect-once';
import { AUTO_SIGNABLE_FIELD_TYPES } from '@documenso/lib/constants/autosign';
import { DocumentAuth } from '@documenso/lib/types/document-auth';
import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
import { trpc } from '@documenso/trpc/react';
@ -30,13 +31,6 @@ import { DocumentSigningDisclosure } from '~/components/general/document-signing
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
import { useRequiredDocumentSigningContext } from './document-signing-provider';
const AUTO_SIGNABLE_FIELD_TYPES: string[] = [
FieldType.NAME,
FieldType.INITIALS,
FieldType.EMAIL,
FieldType.DATE,
];
// The action auth types that are not allowed to be auto signed
//
// Reasoning: If the action auth is a passkey or 2FA, it's likely that the owner of the document

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@ -286,6 +286,7 @@ export const DocumentSigningCheckboxField = ({
className="h-3 w-3"
id={`checkbox-${field.id}-${item.id}`}
checked={checkedValues.includes(itemValue)}
disabled={isReadOnly}
onCheckedChange={() => handleCheckboxChange(item.value, item.id)}
/>
{!item.value.includes('empty-value-') && item.value && (
@ -314,7 +315,7 @@ export const DocumentSigningCheckboxField = ({
className="h-3 w-3"
id={`checkbox-${field.id}-${item.id}`}
checked={parsedCheckedValues.includes(itemValue)}
disabled={isLoading}
disabled={isLoading || isReadOnly}
onCheckedChange={() => void handleCheckboxOptionClick(item)}
/>
{!item.value.includes('empty-value-') && item.value && (

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@ -131,7 +131,12 @@ export const DocumentSigningFieldContainer = ({
return (
<div className={cn('[container-type:size]')}>
<FieldRootContainer color={RECIPIENT_COLOR_STYLES.green} field={field}>
<FieldRootContainer
color={
field.fieldMeta?.readOnly ? RECIPIENT_COLOR_STYLES.readOnly : RECIPIENT_COLOR_STYLES.green
}
field={field}
>
{!field.inserted && !loading && !readOnlyField && (
<button
type="submit"
@ -140,14 +145,6 @@ export const DocumentSigningFieldContainer = ({
/>
)}
{readOnlyField && (
<button className="bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100">
<span className="bg-foreground/50 text-background rounded-xl p-2">
<Trans>Read only field</Trans>
</span>
</button>
)}
{type === 'Checkbox' && field.inserted && !loading && !readOnlyField && (
<button
className="absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"

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@ -34,7 +34,7 @@ export const DocumentSigningFieldsInserted = ({
textAlign = 'left',
}: DocumentSigningFieldsInsertedProps) => {
return (
<div className="flex h-full w-full items-center">
<div className="flex h-full w-full items-center overflow-hidden">
<p
className={cn(
'text-foreground w-full text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',

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@ -41,6 +41,7 @@ export const DocumentSigningRadioField = ({
const { recipient, targetSigner, isAssistantMode } = useDocumentSigningRecipientContext();
const parsedFieldMeta = ZRadioFieldMeta.parse(field.fieldMeta);
const isReadOnly = parsedFieldMeta.readOnly;
const values = parsedFieldMeta.values?.map((item) => ({
...item,
value: item.value.length > 0 ? item.value : `empty-value-${item.id}`,
@ -164,6 +165,7 @@ export const DocumentSigningRadioField = ({
value={item.value}
id={`option-${field.id}-${item.id}`}
checked={item.checked}
disabled={isReadOnly}
/>
{!item.value.includes('empty-value-') && item.value && (
<Label
@ -187,6 +189,7 @@ export const DocumentSigningRadioField = ({
value={item.value}
id={`option-${field.id}-${item.id}`}
checked={item.value === field.customText}
disabled={isReadOnly}
/>
{!item.value.includes('empty-value-') && item.value && (
<Label

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@ -262,9 +262,7 @@ export const DocumentSigningTextField = ({
{field.inserted && (
<DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
{field.customText.length < 20
? field.customText
: field.customText.substring(0, 20) + '...'}
{field.customText}
</DocumentSigningFieldsInserted>
)}

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@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { DocumentDistributionMethod, DocumentStatus } from '@prisma/client';
import { useNavigate, useSearchParams } from 'react-router';
import { z } from 'zod';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
@ -12,6 +13,7 @@ import {
SKIP_QUERY_BATCH_META,
} from '@documenso/lib/constants/trpc';
import type { TDocument } from '@documenso/lib/types/document';
import { ZDocumentAccessAuthTypesSchema } from '@documenso/lib/types/document-auth';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Card, CardContent } from '@documenso/ui/primitives/card';
@ -175,13 +177,17 @@ export const DocumentEditForm = ({
try {
const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
const parsedGlobalAccessAuth = z
.array(ZDocumentAccessAuthTypesSchema)
.safeParse(data.globalAccessAuth);
await updateDocument({
documentId: document.id,
data: {
title: data.title,
externalId: data.externalId || null,
visibility: data.visibility,
globalAccessAuth: data.globalAccessAuth ?? [],
globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
globalActionAuth: data.globalActionAuth ?? [],
},
meta: {

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@ -1,26 +0,0 @@
import React from 'react';
import { Badge } from '@documenso/ui/primitives/badge';
export type DocumentHistorySheetChangesProps = {
values: {
key: string | React.ReactNode;
value: string | React.ReactNode;
}[];
};
export const DocumentHistorySheetChanges = ({ values }: DocumentHistorySheetChangesProps) => {
return (
<Badge
className="text-muted-foreground mt-3 block w-full space-y-0.5 text-xs"
variant="neutral"
>
{values.map(({ key, value }, i) => (
<p key={typeof key === 'string' ? key : i}>
<span>{key}: </span>
<span className="font-normal">{value}</span>
</p>
))}
</Badge>
);
};

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@ -1,410 +0,0 @@
import { useMemo, useState } from 'react';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { ArrowRightIcon, Loader } from 'lucide-react';
import { DateTime } from 'luxon';
import { match } from 'ts-pattern';
import { UAParser } from 'ua-parser-js';
import { DOCUMENT_AUDIT_LOG_EMAIL_FORMAT } from '@documenso/lib/constants/document-audit-logs';
import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
import { Badge } from '@documenso/ui/primitives/badge';
import { Button } from '@documenso/ui/primitives/button';
import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/sheet';
import { DocumentHistorySheetChanges } from './document-history-sheet-changes';
export type DocumentHistorySheetProps = {
documentId: number;
userId: number;
isMenuOpen?: boolean;
onMenuOpenChange?: (_value: boolean) => void;
children?: React.ReactNode;
};
export const DocumentHistorySheet = ({
documentId,
userId,
isMenuOpen,
onMenuOpenChange,
children,
}: DocumentHistorySheetProps) => {
const { _, i18n } = useLingui();
const [isUserDetailsVisible, setIsUserDetailsVisible] = useState(false);
const {
data,
isLoading,
isLoadingError,
refetch,
hasNextPage,
fetchNextPage,
isFetchingNextPage,
} = trpc.document.findDocumentAuditLogs.useInfiniteQuery(
{
documentId,
},
{
getNextPageParam: (lastPage) => lastPage.nextCursor,
placeholderData: (previousData) => previousData,
},
);
const documentAuditLogs = useMemo(() => (data?.pages ?? []).flatMap((page) => page.data), [data]);
const extractBrowser = (userAgent?: string | null) => {
if (!userAgent) {
return 'Unknown';
}
const parser = new UAParser(userAgent);
parser.setUA(userAgent);
const result = parser.getResult();
return result.browser.name;
};
/**
* Applies the following formatting for a given text:
* - Uppercase first lower, lowercase rest
* - Replace _ with spaces
*
* @param text The text to format
* @returns The formatted text
*/
const formatGenericText = (text?: string | string[] | null): string => {
if (!text) {
return '';
}
if (Array.isArray(text)) {
return text.map((t) => formatGenericText(t)).join(', ');
}
return (text.charAt(0).toUpperCase() + text.slice(1).toLowerCase()).replaceAll('_', ' ');
};
return (
<Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
{children && <SheetTrigger asChild>{children}</SheetTrigger>}
<SheetContent
sheetClass="backdrop-blur-none"
className="flex w-full max-w-[500px] flex-col overflow-y-auto p-0"
>
<div className="text-foreground px-6 pt-6">
<h1 className="text-lg font-medium">
<Trans>Document history</Trans>
</h1>
<button
className="text-muted-foreground text-sm"
onClick={() => setIsUserDetailsVisible(!isUserDetailsVisible)}
>
{isUserDetailsVisible ? (
<Trans>Hide additional information</Trans>
) : (
<Trans>Show additional information</Trans>
)}
</button>
</div>
{isLoading && (
<div className="flex h-full items-center justify-center">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
</div>
)}
{isLoadingError && (
<div className="flex h-full flex-col items-center justify-center">
<p className="text-foreground/80 text-sm">
<Trans>Unable to load document history</Trans>
</p>
<button
onClick={async () => refetch()}
className="text-foreground/70 hover:text-muted-foreground mt-2 text-sm"
>
<Trans>Click here to retry</Trans>
</button>
</div>
)}
{data && (
<ul
className={cn('divide-y border-t', {
'mb-4 border-b': !hasNextPage,
})}
>
{documentAuditLogs.map((auditLog) => (
<li className="px-4 py-2.5" key={auditLog.id}>
<div className="flex flex-row items-center">
<Avatar className="mr-2 h-9 w-9">
<AvatarFallback className="text-xs text-gray-400">
{(auditLog?.email ?? auditLog?.name ?? '?').slice(0, 1).toUpperCase()}
</AvatarFallback>
</Avatar>
<div>
<p className="text-foreground text-xs font-bold">
{formatDocumentAuditLogAction(_, auditLog, userId).description}
</p>
<p className="text-foreground/50 text-xs">
{DateTime.fromJSDate(auditLog.createdAt)
.setLocale(i18n.locales?.[0] || i18n.locale)
.toFormat('d MMM, yyyy HH:MM a')}
</p>
</div>
</div>
{match(auditLog)
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_COMPLETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_MOVED_TO_TEAM },
() => null,
)
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED },
({ data }) => {
const values = [
{
key: 'Email',
value: data.recipientEmail,
},
{
key: 'Role',
value: formatGenericText(data.recipientRole),
},
];
// Insert the name to the start of the array if available.
if (data.recipientName) {
values.unshift({
key: 'Name',
value: data.recipientName,
});
}
return <DocumentHistorySheetChanges values={values} />;
},
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED }, ({ data }) => {
if (data.changes.length === 0) {
return null;
}
return (
<DocumentHistorySheetChanges
values={data.changes.map(({ type, from, to }) => ({
key: formatGenericText(type),
value: (
<span className="inline-flex flex-row items-center">
<span>{type === 'ROLE' ? formatGenericText(from) : from}</span>
<ArrowRightIcon className="h-4 w-4" />
<span>{type === 'ROLE' ? formatGenericText(to) : to}</span>
</span>
),
}))}
/>
);
})
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_CREATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_DELETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field',
value: formatGenericText(data.fieldType),
},
{
key: 'Recipient',
value: formatGenericText(data.fieldRecipientEmail),
},
]}
/>
),
)
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: Array.isArray(data.from)
? data.from
.map((f) => DOCUMENT_AUTH_TYPES[f]?.value || 'None')
.join(', ')
: DOCUMENT_AUTH_TYPES[data.from || '']?.value || 'None',
},
{
key: 'New',
value: Array.isArray(data.to)
? data.to
.map((f) => DOCUMENT_AUTH_TYPES[f]?.value || 'None')
.join(', ')
: DOCUMENT_AUTH_TYPES[data.to || '']?.value || 'None',
},
]}
/>
),
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED }, ({ data }) => {
if (data.changes.length === 0) {
return null;
}
return (
<DocumentHistorySheetChanges
values={data.changes.map((change) => ({
key: formatGenericText(change.type),
value: change.type === 'PASSWORD' ? '*********' : change.to,
}))}
/>
);
})
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_TITLE_UPDATED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: data.from,
},
{
key: 'New',
value: data.to,
},
]}
/>
))
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_EXTERNAL_ID_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: data.from,
},
{
key: 'New',
value: data.to,
},
]}
/>
),
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field inserted',
value: formatGenericText(data.field.type),
},
]}
/>
))
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field uninserted',
value: formatGenericText(data.field),
},
]}
/>
))
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Type',
value: DOCUMENT_AUDIT_LOG_EMAIL_FORMAT[data.emailType].description,
},
{
key: 'Sent to',
value: data.recipientEmail,
},
]}
/>
))
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: data.from,
},
{
key: 'New',
value: data.to,
},
]}
/>
),
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field prefilled',
value: formatGenericText(data.field.type),
},
]}
/>
))
.exhaustive()}
{isUserDetailsVisible && (
<>
<div className="mb-1 mt-2 flex flex-row space-x-2">
<Badge variant="neutral" className="text-muted-foreground">
IP: {auditLog.ipAddress ?? 'Unknown'}
</Badge>
<Badge variant="neutral" className="text-muted-foreground">
Browser: {extractBrowser(auditLog.userAgent)}
</Badge>
</div>
</>
)}
</li>
))}
{hasNextPage && (
<div className="flex items-center justify-center py-4">
<Button
variant="outline"
loading={isFetchingNextPage}
onClick={async () => fetchNextPage()}
>
Show more
</Button>
</div>
)}
</ul>
)}
</SheetContent>
</Sheet>
);
};

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@ -3,6 +3,7 @@ import { useEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { useNavigate } from 'react-router';
import { z } from 'zod';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
@ -10,6 +11,7 @@ import {
DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
SKIP_QUERY_BATCH_META,
} from '@documenso/lib/constants/trpc';
import { ZDocumentAccessAuthTypesSchema } from '@documenso/lib/types/document-auth';
import type { TTemplate } from '@documenso/lib/types/template';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
@ -125,6 +127,10 @@ export const TemplateEditForm = ({
const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
const { signatureTypes } = data.meta;
const parsedGlobalAccessAuth = z
.array(ZDocumentAccessAuthTypesSchema)
.safeParse(data.globalAccessAuth);
try {
await updateTemplateSettings({
templateId: template.id,
@ -132,7 +138,7 @@ export const TemplateEditForm = ({
title: data.title,
externalId: data.externalId || null,
visibility: data.visibility,
globalAccessAuth: data.globalAccessAuth ?? [],
globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
globalActionAuth: data.globalActionAuth ?? [],
},
meta: {