Merge branch 'main' into feat/bin-tab

This commit is contained in:
Ephraim Duncan
2025-04-18 23:41:53 +00:00
committed by GitHub
174 changed files with 23672 additions and 2236 deletions

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@ -1,4 +1,7 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { Button } from '@documenso/ui/primitives/button';
import {
@ -9,64 +12,171 @@ import {
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';
import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
export type NextSigner = {
name: string;
email: string;
};
type ConfirmationDialogProps = {
isOpen: boolean;
onClose: () => void;
onConfirm: () => void;
onConfirm: (nextSigner?: NextSigner) => void;
hasUninsertedFields: boolean;
isSubmitting: boolean;
allowDictateNextSigner?: boolean;
defaultNextSigner?: NextSigner;
};
const ZNextSignerFormSchema = z.object({
name: z.string().min(1, 'Name is required'),
email: z.string().email('Invalid email address'),
});
type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
export function AssistantConfirmationDialog({
isOpen,
onClose,
onConfirm,
hasUninsertedFields,
isSubmitting,
allowDictateNextSigner = false,
defaultNextSigner,
}: ConfirmationDialogProps) {
const form = useForm<TNextSignerFormSchema>({
resolver: zodResolver(ZNextSignerFormSchema),
defaultValues: {
name: defaultNextSigner?.name ?? '',
email: defaultNextSigner?.email ?? '',
},
});
const onOpenChange = () => {
if (isSubmitting) {
return;
}
form.reset({
name: defaultNextSigner?.name ?? '',
email: defaultNextSigner?.email ?? '',
});
onClose();
};
const handleSubmit = () => {
// Validate the form and submit it if dictate signer is enabled.
if (allowDictateNextSigner) {
void form.handleSubmit(onConfirm)();
return;
}
onConfirm();
};
return (
<Dialog open={isOpen} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Complete Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Are you sure you want to complete the document? This action cannot be undone. Please
ensure that you have completed prefilling all relevant fields before proceeding.
</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form>
<fieldset disabled={isSubmitting} className="border-none p-0">
<DialogHeader>
<DialogTitle>
<Trans>Complete Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Are you sure you want to complete the document? This action cannot be undone.
Please ensure that you have completed prefilling all relevant fields before
proceeding.
</Trans>
</DialogDescription>
</DialogHeader>
<div className="flex flex-col gap-4">
<DocumentSigningDisclosure />
</div>
<div className="mt-4 flex flex-col gap-4">
{allowDictateNextSigner && (
<div className="my-2">
<p className="text-muted-foreground mb-1 text-sm font-semibold">
The next recipient to sign this document will be{' '}
</p>
<DialogFooter className="mt-4">
<Button variant="secondary" onClick={onClose} disabled={isSubmitting}>
Cancel
</Button>
<Button
variant={hasUninsertedFields ? 'destructive' : 'default'}
onClick={onConfirm}
disabled={isSubmitting}
loading={isSubmitting}
>
{isSubmitting ? 'Submitting...' : hasUninsertedFields ? 'Proceed' : 'Continue'}
</Button>
</DialogFooter>
<div className="flex flex-col gap-4 rounded-xl border p-4 md:flex-row">
<FormField
control={form.control}
name="name"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Name</Trans>
</FormLabel>
<FormControl>
<Input
{...field}
className="mt-2"
placeholder="Enter the next signer's name"
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="email"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Email</Trans>
</FormLabel>
<FormControl>
<Input
{...field}
type="email"
className="mt-2"
placeholder="Enter the next signer's email"
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
</div>
)}
<DocumentSigningDisclosure className="mt-4" />
</div>
<DialogFooter className="mt-4">
<Button type="button" variant="secondary" onClick={onClose} disabled={isSubmitting}>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
variant={hasUninsertedFields ? 'destructive' : 'default'}
disabled={isSubmitting}
onClick={handleSubmit}
loading={isSubmitting}
>
{hasUninsertedFields ? <Trans>Proceed</Trans> : <Trans>Continue</Trans>}
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);

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@ -0,0 +1,355 @@
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentDistributionMethod } from '@prisma/client';
import { InfoIcon } from 'lucide-react';
import type { Control } from 'react-hook-form';
import { useFormContext } from 'react-hook-form';
import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
import { DOCUMENT_SIGNATURE_TYPES } from '@documenso/lib/constants/document';
import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { Combobox } from '@documenso/ui/primitives/combobox';
import {
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
import { Textarea } from '@documenso/ui/primitives/textarea';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useConfigureDocument } from './configure-document-context';
import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
interface ConfigureDocumentAdvancedSettingsProps {
control: Control<TConfigureEmbedFormSchema>;
isSubmitting: boolean;
}
export const ConfigureDocumentAdvancedSettings = ({
control,
isSubmitting,
}: ConfigureDocumentAdvancedSettingsProps) => {
const { _ } = useLingui();
const form = useFormContext<TConfigureEmbedFormSchema>();
const { features } = useConfigureDocument();
const { watch, setValue } = form;
// Lift watch() calls to reduce re-renders
const distributionMethod = watch('meta.distributionMethod');
const emailSettings = watch('meta.emailSettings');
const isEmailDistribution = distributionMethod === DocumentDistributionMethod.EMAIL;
return (
<div>
<h3 className="text-foreground mb-1 text-lg font-medium">
<Trans>Advanced Settings</Trans>
</h3>
<p className="text-muted-foreground mb-6 text-sm">
<Trans>Configure additional options and preferences</Trans>
</p>
<Tabs defaultValue="general">
<TabsList className="mb-6 inline-flex">
<TabsTrigger value="general" className="px-4">
<Trans>General</Trans>
</TabsTrigger>
{features.allowConfigureCommunication && (
<TabsTrigger value="communication" className="px-4">
<Trans>Communication</Trans>
</TabsTrigger>
)}
</TabsList>
<TabsContent value="general" className="mt-0">
<div className="flex flex-col space-y-6">
{/* <FormField
control={control}
name="meta.externalId"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>External ID</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<Trans>
Add an external ID to the document. This can be used to identify the
document in external systems.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} disabled={isSubmitting} />
</FormControl>
<FormMessage />
</FormItem>
)}
/> */}
{features.allowConfigureSignatureTypes && (
<FormField
control={control}
name="meta.signatureTypes"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Allowed Signature Types</Trans>
</FormLabel>
<FormControl>
<MultiSelectCombobox
options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
label: _(option.label),
value: option.value,
}))}
selectedValues={field.value}
onChange={field.onChange}
className="bg-background w-full"
emptySelectionPlaceholder="Select signature types"
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
{features.allowConfigureLanguage && (
<FormField
control={control}
name="meta.language"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Language</Trans>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
<SelectItem key={code} value={code}>
{language.full}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
{features.allowConfigureDateFormat && (
<FormField
control={control}
name="meta.dateFormat"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Date Format</Trans>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{DATE_FORMATS.map((format) => (
<SelectItem key={format.key} value={format.value}>
{format.label}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
{features.allowConfigureTimezone && (
<FormField
control={control}
name="meta.timezone"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Time Zone</Trans>
</FormLabel>
<FormControl>
<Combobox
className="bg-background"
options={TIME_ZONES}
{...field}
onChange={(value) => value && field.onChange(value)}
disabled={isSubmitting}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
{features.allowConfigureRedirectUrl && (
<FormField
control={control}
name="meta.redirectUrl"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Redirect URL</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<Trans>
Add a URL to redirect the user to once the document is signed
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} disabled={isSubmitting} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
</div>
</TabsContent>
{features.allowConfigureCommunication && (
<TabsContent value="communication" className="mt-0">
<div className="flex flex-col space-y-6">
<FormField
control={control}
name="meta.distributionMethod"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Distribution Method</Trans>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange} disabled={isSubmitting}>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value={DocumentDistributionMethod.EMAIL}>
<Trans>Email</Trans>
</SelectItem>
<SelectItem value={DocumentDistributionMethod.NONE}>
<Trans>None</Trans>
</SelectItem>
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Choose how to distribute your document to recipients. Email will send
notifications, None will generate signing links for manual distribution.
</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<fieldset
className="flex flex-col space-y-6 disabled:cursor-not-allowed disabled:opacity-60"
disabled={!isEmailDistribution}
>
<FormField
control={control}
name="meta.subject"
render={({ field }) => (
<FormItem>
<FormLabel htmlFor="subject">
<Trans>
Subject <span className="text-muted-foreground">(Optional)</span>
</Trans>
</FormLabel>
<FormControl>
<Input
id="subject"
className="bg-background mt-2"
disabled={isSubmitting || !isEmailDistribution}
{...field}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={control}
name="meta.message"
render={({ field }) => (
<FormItem>
<FormLabel htmlFor="message">
<Trans>
Message <span className="text-muted-foreground">(Optional)</span>
</Trans>
</FormLabel>
<FormControl>
<Textarea
id="message"
className="bg-background mt-2 h-32 resize-none"
disabled={isSubmitting || !isEmailDistribution}
{...field}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DocumentSendEmailMessageHelper />
<DocumentEmailCheckboxes
className={`mt-2 ${!isEmailDistribution ? 'pointer-events-none' : ''}`}
value={emailSettings}
onChange={(value) => setValue('meta.emailSettings', value)}
/>
</fieldset>
</div>
</TabsContent>
)}
</Tabs>
</div>
);
};

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import { createContext, useContext } from 'react';
export type ConfigureDocumentContext = {
// General
isTemplate: boolean;
isPersisted: boolean;
// Features
features: {
allowConfigureSignatureTypes?: boolean;
allowConfigureLanguage?: boolean;
allowConfigureDateFormat?: boolean;
allowConfigureTimezone?: boolean;
allowConfigureRedirectUrl?: boolean;
allowConfigureCommunication?: boolean;
};
};
const ConfigureDocumentContext = createContext<ConfigureDocumentContext | null>(null);
export type ConfigureDocumentProviderProps = {
isTemplate?: boolean;
isPersisted?: boolean;
features: {
allowConfigureSignatureTypes?: boolean;
allowConfigureLanguage?: boolean;
allowConfigureDateFormat?: boolean;
allowConfigureTimezone?: boolean;
allowConfigureRedirectUrl?: boolean;
allowConfigureCommunication?: boolean;
};
children: React.ReactNode;
};
export const ConfigureDocumentProvider = ({
isTemplate,
isPersisted,
features,
children,
}: ConfigureDocumentProviderProps) => {
return (
<ConfigureDocumentContext.Provider
value={{
isTemplate: isTemplate ?? false,
isPersisted: isPersisted ?? false,
features: {
allowConfigureSignatureTypes: features.allowConfigureSignatureTypes ?? true,
allowConfigureLanguage: features.allowConfigureLanguage ?? true,
allowConfigureDateFormat: features.allowConfigureDateFormat ?? true,
allowConfigureTimezone: features.allowConfigureTimezone ?? true,
allowConfigureRedirectUrl: features.allowConfigureRedirectUrl ?? true,
allowConfigureCommunication: features.allowConfigureCommunication ?? true,
},
}}
>
{children}
</ConfigureDocumentContext.Provider>
);
};
export const useConfigureDocument = () => {
const context = useContext(ConfigureDocumentContext);
if (!context) {
throw new Error('useConfigureDocument must be used within a ConfigureDocumentProvider');
}
return context;
};

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import { useCallback, useRef } from 'react';
import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
import { motion } from 'framer-motion';
import { GripVertical, HelpCircle, Plus, Trash } from 'lucide-react';
import { nanoid } from 'nanoid';
import type { Control } from 'react-hook-form';
import { useFieldArray, useFormContext, useFormState } from 'react-hook-form';
import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useConfigureDocument } from './configure-document-context';
import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
// Define a type for signer items
type SignerItem = TConfigureEmbedFormSchema['signers'][number];
export interface ConfigureDocumentRecipientsProps {
control: Control<TConfigureEmbedFormSchema>;
isSubmitting: boolean;
}
export const ConfigureDocumentRecipients = ({
control,
isSubmitting,
}: ConfigureDocumentRecipientsProps) => {
const { _ } = useLingui();
const { isTemplate } = useConfigureDocument();
const $sensorApi = useRef<SensorAPI | null>(null);
const {
fields: signers,
append: appendSigner,
remove: removeSigner,
replace,
move,
} = useFieldArray({
control,
name: 'signers',
});
const { getValues, watch } = useFormContext<TConfigureEmbedFormSchema>();
const signingOrder = watch('meta.signingOrder');
const { errors } = useFormState({
control,
});
const onAddSigner = useCallback(() => {
const signerNumber = signers.length + 1;
appendSigner({
formId: nanoid(8),
name: isTemplate ? `Recipient ${signerNumber}` : '',
email: isTemplate ? `recipient.${signerNumber}@document.com` : '',
role: RecipientRole.SIGNER,
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1,
});
}, [appendSigner, signers]);
const isSigningOrderEnabled = signingOrder === DocumentSigningOrder.SEQUENTIAL;
const handleSigningOrderChange = useCallback(
(index: number, newOrderString: string) => {
const trimmedOrderString = newOrderString.trim();
if (!trimmedOrderString) {
return;
}
const newOrder = Number(trimmedOrderString);
if (!Number.isInteger(newOrder) || newOrder < 1) {
return;
}
// Get current form values to preserve unsaved input data
const currentSigners = getValues('signers') || [...signers];
const signer = currentSigners[index];
// Remove signer from current position and insert at new position
const remainingSigners = currentSigners.filter((_: unknown, idx: number) => idx !== index);
const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
remainingSigners.splice(newPosition, 0, signer);
// Update signing order for each item
const updatedSigners = remainingSigners.map((s: SignerItem, idx: number) => ({
...s,
signingOrder: idx + 1,
}));
// Update the form
replace(updatedSigners);
},
[signers, replace, getValues],
);
const onDragEnd = useCallback(
(result: DropResult) => {
if (!result.destination) return;
// Use the move function from useFieldArray which preserves input values
move(result.source.index, result.destination.index);
// Update signing orders after move
const currentSigners = getValues('signers');
const updatedSigners = currentSigners.map((signer: SignerItem, index: number) => ({
...signer,
signingOrder: index + 1,
}));
// Update the form with new ordering
replace(updatedSigners);
},
[move, replace, getValues],
);
return (
<div>
<h3 className="text-foreground mb-1 text-lg font-medium">
<Trans>Recipients</Trans>
</h3>
<p className="text-muted-foreground mb-6 text-sm">
<Trans>Add signers and configure signing preferences</Trans>
</p>
<FormField
control={control}
name="meta.signingOrder"
render={({ field }) => (
<FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
<FormControl>
<Checkbox
{...field}
id="signingOrder"
checked={field.value === DocumentSigningOrder.SEQUENTIAL}
onCheckedChange={(checked) => {
field.onChange(
checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
);
}}
disabled={isSubmitting}
/>
</FormControl>
<FormLabel
htmlFor="signingOrder"
className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
>
<Trans>Enable signing order</Trans>
</FormLabel>
</FormItem>
)}
/>
<FormField
control={control}
name="meta.allowDictateNextSigner"
render={({ field: { value, ...field } }) => (
<FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
<FormControl>
<Checkbox
{...field}
id="allowDictateNextSigner"
checked={value}
onCheckedChange={field.onChange}
disabled={isSubmitting || !isSigningOrderEnabled}
/>
</FormControl>
<div className="flex items-center">
<FormLabel
htmlFor="allowDictateNextSigner"
className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
>
<Trans>Allow signers to dictate next signer</Trans>
</FormLabel>
<Tooltip>
<TooltipTrigger asChild>
<span className="text-muted-foreground ml-1 cursor-help">
<HelpCircle className="h-3.5 w-3.5" />
</span>
</TooltipTrigger>
<TooltipContent className="max-w-80 p-4">
<p>
<Trans>
When enabled, signers can choose who should sign next in the sequence instead
of following the predefined order.
</Trans>
</p>
</TooltipContent>
</Tooltip>
</div>
</FormItem>
)}
/>
<DragDropContext
onDragEnd={onDragEnd}
sensors={[
(api: SensorAPI) => {
$sensorApi.current = api;
},
]}
>
<Droppable droppableId="signers">
{(provided) => (
<div {...provided.droppableProps} ref={provided.innerRef} className="space-y-2">
{signers.map((signer, index) => (
<Draggable
key={signer.id}
draggableId={signer.id}
index={index}
isDragDisabled={!isSigningOrderEnabled || isSubmitting}
>
{(provided, snapshot) => (
<div
ref={provided.innerRef}
{...provided.draggableProps}
{...provided.dragHandleProps}
className={cn('py-1', {
'bg-widget-foreground pointer-events-none rounded-md pt-2':
snapshot.isDragging,
})}
>
<motion.div
className={cn('flex items-end gap-2 pb-2', {
'border-destructive/50': errors?.signers?.[index],
})}
>
{isSigningOrderEnabled && (
<FormField
control={control}
name={`signers.${index}.signingOrder`}
render={({ field }) => (
<FormItem
className={cn('flex w-16 flex-none items-center gap-x-1', {
'mb-6':
errors?.signers?.[index] &&
!errors?.signers?.[index]?.signingOrder,
})}
>
<GripVertical className="h-5 w-5 flex-shrink-0 opacity-40" />
<FormControl>
<Input
type="number"
max={signers.length}
min={1}
className="w-full text-center [appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none"
{...field}
disabled={isSubmitting || snapshot.isDragging}
onChange={(e) => {
field.onChange(e);
}}
onBlur={(e) => {
field.onBlur();
handleSigningOrderChange(index, e.target.value);
}}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<FormField
control={control}
name={`signers.${index}.name`}
render={({ field }) => (
<FormItem
className={cn('flex-1', {
'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.name,
})}
>
<FormLabel className="sr-only">
<Trans>Name</Trans>
</FormLabel>
<FormControl>
<Input
placeholder={_(msg`Name`)}
className="w-full"
{...field}
disabled={isSubmitting || snapshot.isDragging}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={control}
name={`signers.${index}.email`}
render={({ field }) => (
<FormItem
className={cn('flex-1', {
'mb-6':
errors?.signers?.[index] && !errors?.signers?.[index]?.email,
})}
>
<FormLabel className="sr-only">
<Trans>Email</Trans>
</FormLabel>
<FormControl>
<Input
type="email"
placeholder={_(msg`Email`)}
className="w-full"
{...field}
disabled={isSubmitting || snapshot.isDragging}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={control}
name={`signers.${index}.role`}
render={({ field }) => (
<FormItem
className={cn('flex-none', {
'mb-6': errors?.signers?.[index] && !errors?.signers?.[index]?.role,
})}
>
<FormLabel className="sr-only">
<Trans>Role</Trans>
</FormLabel>
<FormControl>
<RecipientRoleSelect
{...field}
isAssistantEnabled={isSigningOrderEnabled}
onValueChange={field.onChange}
disabled={isSubmitting || snapshot.isDragging}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<Button
type="button"
variant="ghost"
disabled={isSubmitting || signers.length === 1 || snapshot.isDragging}
onClick={() => removeSigner(index)}
>
<Trash className="h-4 w-4" />
</Button>
</motion.div>
</div>
)}
</Draggable>
))}
{provided.placeholder}
</div>
)}
</Droppable>
</DragDropContext>
<div className="mt-4 flex justify-end">
<Button
type="button"
variant="outline"
className="w-auto"
disabled={isSubmitting}
onClick={onAddSigner}
>
<Plus className="-ml-1 mr-2 h-5 w-5" />
<Trans>Add Signer</Trans>
</Button>
</div>
</div>
);
};

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import { useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { Cloud, FileText, Loader, X } from 'lucide-react';
import { useDropzone } from 'react-dropzone';
import { useFormContext } from 'react-hook-form';
import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import {
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useConfigureDocument } from './configure-document-context';
import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
export interface ConfigureDocumentUploadProps {
isSubmitting?: boolean;
}
export const ConfigureDocumentUpload = ({ isSubmitting = false }: ConfigureDocumentUploadProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const { isPersisted } = useConfigureDocument();
const form = useFormContext<TConfigureEmbedFormSchema>();
const [isLoading, setIsLoading] = useState(false);
// Watch the documentData field from the form
const documentData = form.watch('documentData');
const onFileDrop = async (acceptedFiles: File[]) => {
try {
const file = acceptedFiles[0];
if (!file) {
return;
}
setIsLoading(true);
// Convert file to UInt8Array
const arrayBuffer = await file.arrayBuffer();
const uint8Array = new Uint8Array(arrayBuffer);
// Store file metadata and UInt8Array in form data
form.setValue('documentData', {
name: file.name,
type: file.type,
size: file.size,
data: uint8Array, // Store as UInt8Array
});
// Auto-populate title if it's empty
const currentTitle = form.getValues('title');
if (!currentTitle) {
// Get filename without extension
const fileNameWithoutExtension = file.name.replace(/\.[^/.]+$/, '');
form.setValue('title', fileNameWithoutExtension);
}
} catch (error) {
console.error('Error uploading file', error);
toast({
title: _(msg`Error uploading file`),
description: _(msg`There was an error uploading your file. Please try again.`),
variant: 'destructive',
duration: 5000,
});
} finally {
setIsLoading(false);
}
};
const onDropRejected = () => {
toast({
title: _(msg`Your document failed to upload.`),
description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
duration: 5000,
variant: 'destructive',
});
};
const onRemoveFile = () => {
if (isPersisted) {
toast({
title: _(msg`Cannot remove document`),
description: _(msg`The document is already saved and cannot be changed.`),
duration: 5000,
variant: 'destructive',
});
return;
}
form.unregister('documentData');
};
const formatFileSize = (bytes: number) => {
if (bytes === 0) return '0 Bytes';
const sizes = ['Bytes', 'KB', 'MB', 'GB'];
const i = Math.floor(Math.log(bytes) / Math.log(1024));
return `${parseFloat((bytes / Math.pow(1024, i)).toFixed(2))} ${sizes[i]}`;
};
const { getRootProps, getInputProps, isDragActive } = useDropzone({
accept: {
'application/pdf': ['.pdf'],
},
maxSize: APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024,
multiple: false,
disabled: isSubmitting || isLoading || isPersisted,
onDrop: (files) => {
void onFileDrop(files);
},
onDropRejected,
});
return (
<div>
<FormField
control={form.control}
name="documentData"
render={() => (
<FormItem>
<FormLabel required>
<Trans>Upload Document</Trans>
</FormLabel>
<div className="relative">
{!documentData ? (
<div className="relative">
<FormControl>
<div
{...getRootProps()}
className={cn(
'border-border bg-background relative flex min-h-[160px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed transition',
{
'border-primary/50 bg-primary/5': isDragActive,
'hover:bg-muted/30':
!isDragActive && !isSubmitting && !isLoading && !isPersisted,
'cursor-not-allowed opacity-60': isSubmitting || isLoading || isPersisted,
},
)}
>
<input {...getInputProps()} />
<div className="flex flex-col items-center justify-center gap-y-2 px-4 py-4 text-center">
<Cloud
className={cn('h-10 w-10', {
'text-primary': isDragActive,
'text-muted-foreground': !isDragActive,
})}
/>
<div
className={cn('flex flex-col space-y-1', {
'text-primary': isDragActive,
'text-muted-foreground': !isDragActive,
})}
>
<p className="text-sm font-medium">
{isDragActive ? (
<Trans>Drop your document here</Trans>
) : isPersisted ? (
<Trans>Document is already uploaded</Trans>
) : (
<Trans>Drag and drop or click to upload</Trans>
)}
</p>
<p className="text-xs">
{isPersisted ? (
<Trans>This document cannot be changed</Trans>
) : (
<Trans>
.PDF documents accepted (max {APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB)
</Trans>
)}
</p>
</div>
</div>
</div>
</FormControl>
{isLoading && (
<div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
<Loader className="text-muted-foreground h-10 w-10 animate-spin" />
</div>
)}
</div>
) : (
<div className="mt-2 rounded-lg border p-4">
<div className="flex items-center gap-x-4">
<div className="bg-primary/10 text-primary flex h-12 w-12 items-center justify-center rounded-md">
<FileText className="h-6 w-6" />
</div>
<div className="flex-1">
<div className="text-sm font-medium">{documentData.name}</div>
<div className="text-muted-foreground text-xs">
{formatFileSize(documentData.size)}
</div>
</div>
{!isPersisted && (
<Button
type="button"
variant="outline"
size="sm"
onClick={onRemoveFile}
disabled={isSubmitting}
className="h-8 w-8 p-0"
>
<X className="h-4 w-4" />
</Button>
)}
</div>
</div>
)}
</div>
<FormMessage />
</FormItem>
)}
/>
</div>
);
};

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import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import { DocumentDistributionMethod, DocumentSigningOrder, RecipientRole } from '@prisma/client';
import { nanoid } from 'nanoid';
import { useForm } from 'react-hook-form';
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import { Button } from '@documenso/ui/primitives/button';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { ConfigureDocumentAdvancedSettings } from './configure-document-advanced-settings';
import { useConfigureDocument } from './configure-document-context';
import { ConfigureDocumentRecipients } from './configure-document-recipients';
import { ConfigureDocumentUpload } from './configure-document-upload';
import {
type TConfigureEmbedFormSchema,
ZConfigureEmbedFormSchema,
} from './configure-document-view.types';
export interface ConfigureDocumentViewProps {
onSubmit: (data: TConfigureEmbedFormSchema) => void | Promise<void>;
defaultValues?: Partial<TConfigureEmbedFormSchema>;
isSubmitting?: boolean;
}
export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocumentViewProps) => {
const { isTemplate } = useConfigureDocument();
const form = useForm<TConfigureEmbedFormSchema>({
resolver: zodResolver(ZConfigureEmbedFormSchema),
defaultValues: {
title: defaultValues?.title || '',
signers: defaultValues?.signers || [
{
formId: nanoid(8),
name: isTemplate ? `Recipient ${1}` : '',
email: isTemplate ? `recipient.${1}@document.com` : '',
role: RecipientRole.SIGNER,
signingOrder: 1,
},
],
meta: {
subject: defaultValues?.meta?.subject || '',
message: defaultValues?.meta?.message || '',
distributionMethod:
defaultValues?.meta?.distributionMethod || DocumentDistributionMethod.EMAIL,
emailSettings: defaultValues?.meta?.emailSettings || ZDocumentEmailSettingsSchema.parse({}),
dateFormat: defaultValues?.meta?.dateFormat || DEFAULT_DOCUMENT_DATE_FORMAT,
timezone: defaultValues?.meta?.timezone || DEFAULT_DOCUMENT_TIME_ZONE,
redirectUrl: defaultValues?.meta?.redirectUrl || '',
language: defaultValues?.meta?.language || 'en',
signatureTypes: defaultValues?.meta?.signatureTypes || [],
signingOrder: defaultValues?.meta?.signingOrder || DocumentSigningOrder.PARALLEL,
allowDictateNextSigner: defaultValues?.meta?.allowDictateNextSigner || false,
externalId: defaultValues?.meta?.externalId || '',
},
documentData: defaultValues?.documentData,
},
});
const { control, handleSubmit } = form;
const isSubmitting = form.formState.isSubmitting;
const onFormSubmit = handleSubmit(onSubmit);
return (
<div className="flex w-full flex-col space-y-8">
<div>
<h2 className="text-foreground mb-1 text-xl font-semibold">
{isTemplate ? <Trans>Configure Template</Trans> : <Trans>Configure Document</Trans>}
</h2>
<p className="text-muted-foreground text-sm">
{isTemplate ? (
<Trans>Set up your template properties and recipient information</Trans>
) : (
<Trans>Set up your document properties and recipient information</Trans>
)}
</p>
</div>
<Form {...form}>
<div className="flex flex-col space-y-8">
<div>
<FormField
control={control}
name="title"
render={({ field }) => (
<FormItem>
<FormLabel required>
<Trans>Title</Trans>
</FormLabel>
<FormControl>
<Input {...field} disabled={isSubmitting} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
<ConfigureDocumentUpload isSubmitting={isSubmitting} />
<ConfigureDocumentRecipients control={control} isSubmitting={isSubmitting} />
<ConfigureDocumentAdvancedSettings control={control} isSubmitting={isSubmitting} />
<div className="flex justify-end">
<Button
type="button"
onClick={onFormSubmit}
disabled={isSubmitting}
className="w-full sm:w-auto"
>
<Trans>Continue</Trans>
</Button>
</div>
</div>
</Form>
</div>
);
};

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import { z } from 'zod';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
import {
ZDocumentMetaDateFormatSchema,
ZDocumentMetaLanguageSchema,
} from '@documenso/trpc/server/document-router/schema';
// Define the schema for configuration
export type TConfigureEmbedFormSchema = z.infer<typeof ZConfigureEmbedFormSchema>;
export const ZConfigureEmbedFormSchema = z.object({
title: z.string().min(1, { message: 'Title is required' }),
signers: z
.array(
z.object({
formId: z.string(),
name: z.string().min(1, { message: 'Name is required' }),
email: z.string().email('Invalid email address'),
role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
signingOrder: z.number().optional(),
}),
)
.min(1, { message: 'At least one signer is required' }),
meta: z.object({
subject: z.string().optional(),
message: z.string().optional(),
distributionMethod: z.nativeEnum(DocumentDistributionMethod),
emailSettings: ZDocumentEmailSettingsSchema,
dateFormat: ZDocumentMetaDateFormatSchema.optional(),
timezone: z.string().min(1, 'Timezone is required'),
redirectUrl: z.string().optional(),
language: ZDocumentMetaLanguageSchema.optional(),
signatureTypes: z.array(z.string()).default([]),
signingOrder: z.enum(['SEQUENTIAL', 'PARALLEL']),
allowDictateNextSigner: z.boolean().default(false),
externalId: z.string().optional(),
}),
documentData: z
.object({
name: z.string(),
type: z.string(),
size: z.number(),
data: z.instanceof(Uint8Array), // UInt8Array can't be directly validated by zod
})
.optional(),
});

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import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { DocumentData } from '@prisma/client';
import { FieldType, ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
import { ChevronsUpDown } from 'lucide-react';
import { useFieldArray, useForm } from 'react-hook-form';
import { useHotkeys } from 'react-hotkeys-hook';
import { z } from 'zod';
import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
import { base64 } from '@documenso/lib/universal/base64';
import { nanoid } from '@documenso/lib/universal/id';
import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
import { useSignerColors } from '@documenso/ui/lib/signer-colors';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { FieldItem } from '@documenso/ui/primitives/document-flow/field-item';
import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { FieldSelector } from '@documenso/ui/primitives/field-selector';
import { Form } from '@documenso/ui/primitives/form/form';
import PDFViewer from '@documenso/ui/primitives/pdf-viewer';
import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/sheet';
import { useToast } from '@documenso/ui/primitives/use-toast';
import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
import { FieldAdvancedSettingsDrawer } from './field-advanced-settings-drawer';
const MIN_HEIGHT_PX = 12;
const MIN_WIDTH_PX = 36;
const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
export const ZConfigureFieldsFormSchema = z.object({
fields: z.array(
z.object({
formId: z.string().min(1),
id: z.string().min(1),
type: z.nativeEnum(FieldType),
signerEmail: z.string().min(1),
recipientId: z.number().min(0),
pageNumber: z.number().min(1),
pageX: z.number().min(0),
pageY: z.number().min(0),
pageWidth: z.number().min(0),
pageHeight: z.number().min(0),
fieldMeta: ZFieldMetaSchema.optional(),
}),
),
});
export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
export type ConfigureFieldsViewProps = {
configData: TConfigureEmbedFormSchema;
defaultValues?: Partial<TConfigureFieldsFormSchema>;
onBack: (data: TConfigureFieldsFormSchema) => void;
onSubmit: (data: TConfigureFieldsFormSchema) => void;
};
export const ConfigureFieldsView = ({
configData,
defaultValues,
onBack,
onSubmit,
}: ConfigureFieldsViewProps) => {
const { toast } = useToast();
const { isWithinPageBounds, getFieldPosition, getPage } = useDocumentElement();
const { _ } = useLingui();
// Track if we're on a mobile device
const [isMobile, setIsMobile] = useState(false);
// State for managing the mobile drawer
const [isDrawerOpen, setIsDrawerOpen] = useState(false);
// Check for mobile viewport on component mount and resize
useEffect(() => {
const checkIfMobile = () => {
setIsMobile(window.innerWidth < 768);
};
// Initial check
checkIfMobile();
// Add resize listener
window.addEventListener('resize', checkIfMobile);
// Cleanup
return () => {
window.removeEventListener('resize', checkIfMobile);
};
}, []);
const documentData = useMemo(() => {
if (!configData.documentData) {
return null;
}
const data = base64.encode(configData.documentData?.data);
return {
id: 'preview',
type: 'BYTES_64',
data,
initialData: data,
} satisfies DocumentData;
}, [configData.documentData]);
const recipients = useMemo(() => {
return configData.signers.map<Recipient>((signer, index) => ({
id: index,
name: signer.name || '',
email: signer.email || '',
role: signer.role,
signingOrder: signer.signingOrder || null,
documentId: null,
templateId: null,
token: '',
documentDeletedAt: null,
expired: null,
signedAt: null,
authOptions: null,
rejectionReason: null,
sendStatus: SendStatus.NOT_SENT,
readStatus: ReadStatus.NOT_OPENED,
signingStatus: SigningStatus.NOT_SIGNED,
}));
}, [configData.signers]);
const [selectedRecipient, setSelectedRecipient] = useState<Recipient | null>(
() => recipients[0] || null,
);
const [selectedField, setSelectedField] = useState<FieldType | null>(null);
const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
const [coords, setCoords] = useState({
x: 0,
y: 0,
});
const [activeFieldId, setActiveFieldId] = useState<string | null>(null);
const [lastActiveField, setLastActiveField] = useState<
TConfigureFieldsFormSchema['fields'][0] | null
>(null);
const [fieldClipboard, setFieldClipboard] = useState<
TConfigureFieldsFormSchema['fields'][0] | null
>(null);
const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
const [currentField, setCurrentField] = useState<TConfigureFieldsFormSchema['fields'][0] | null>(
null,
);
const fieldBounds = useRef({
height: DEFAULT_HEIGHT_PX,
width: DEFAULT_WIDTH_PX,
});
const selectedRecipientIndex = recipients.findIndex((r) => r.id === selectedRecipient?.id);
const selectedSignerStyles = useSignerColors(
selectedRecipientIndex === -1 ? 0 : selectedRecipientIndex,
);
const form = useForm<TConfigureFieldsFormSchema>({
defaultValues: {
fields: defaultValues?.fields ?? [],
},
});
const { control, handleSubmit } = form;
const onFormSubmit = handleSubmit(onSubmit);
const {
append,
remove,
update,
fields: localFields,
} = useFieldArray({
control: control,
name: 'fields',
});
const onFieldCopy = useCallback(
(event?: KeyboardEvent | null, options?: { duplicate?: boolean }) => {
const { duplicate = false } = options ?? {};
if (lastActiveField) {
event?.preventDefault();
if (!duplicate) {
setFieldClipboard(lastActiveField);
toast({
title: 'Copied field',
description: 'Copied field to clipboard',
});
return;
}
const newField: TConfigureFieldsFormSchema['fields'][0] = {
...structuredClone(lastActiveField),
formId: nanoid(12),
id: nanoid(12),
signerEmail: selectedRecipient?.email ?? lastActiveField.signerEmail,
recipientId: selectedRecipient?.id ?? lastActiveField.recipientId,
pageX: lastActiveField.pageX + 3,
pageY: lastActiveField.pageY + 3,
};
append(newField);
}
},
[append, lastActiveField, selectedRecipient?.email, selectedRecipient?.id, toast],
);
const onFieldPaste = useCallback(
(event: KeyboardEvent) => {
if (fieldClipboard) {
event.preventDefault();
const copiedField = structuredClone(fieldClipboard);
append({
...copiedField,
formId: nanoid(12),
id: nanoid(12),
signerEmail: selectedRecipient?.email ?? copiedField.signerEmail,
recipientId: selectedRecipient?.id ?? copiedField.recipientId,
pageX: copiedField.pageX + 3,
pageY: copiedField.pageY + 3,
});
}
},
[append, fieldClipboard, selectedRecipient?.email, selectedRecipient?.id],
);
useHotkeys(['ctrl+c', 'meta+c'], (evt) => onFieldCopy(evt));
useHotkeys(['ctrl+v', 'meta+v'], (evt) => onFieldPaste(evt));
useHotkeys(['ctrl+d', 'meta+d'], (evt) => onFieldCopy(evt, { duplicate: true }));
const onMouseMove = useCallback(
(event: MouseEvent) => {
if (!selectedField) return;
setIsFieldWithinBounds(
isWithinPageBounds(
event,
PDF_VIEWER_PAGE_SELECTOR,
fieldBounds.current.width,
fieldBounds.current.height,
),
);
setCoords({
x: event.clientX - fieldBounds.current.width / 2,
y: event.clientY - fieldBounds.current.height / 2,
});
},
[isWithinPageBounds, selectedField],
);
const onMouseClick = useCallback(
(event: MouseEvent) => {
if (!selectedField || !selectedRecipient) {
return;
}
const $page = getPage(event, PDF_VIEWER_PAGE_SELECTOR);
if (
!$page ||
!isWithinPageBounds(
event,
PDF_VIEWER_PAGE_SELECTOR,
fieldBounds.current.width,
fieldBounds.current.height,
)
) {
return;
}
const { top, left, height, width } = getBoundingClientRect($page);
const pageNumber = parseInt($page.getAttribute('data-page-number') ?? '1', 10);
// Calculate x and y as a percentage of the page width and height
let pageX = ((event.pageX - left) / width) * 100;
let pageY = ((event.pageY - top) / height) * 100;
// Get the bounds as a percentage of the page width and height
const fieldPageWidth = (fieldBounds.current.width / width) * 100;
const fieldPageHeight = (fieldBounds.current.height / height) * 100;
// And center it based on the bounds
pageX -= fieldPageWidth / 2;
pageY -= fieldPageHeight / 2;
const field = {
id: nanoid(12),
formId: nanoid(12),
type: selectedField,
pageNumber,
pageX,
pageY,
pageWidth: fieldPageWidth,
pageHeight: fieldPageHeight,
recipientId: selectedRecipient.id,
signerEmail: selectedRecipient.email,
fieldMeta: undefined,
};
append(field);
// Automatically open advanced settings for field types that need configuration
if (ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING.includes(selectedField)) {
setCurrentField(field);
setShowAdvancedSettings(true);
}
setSelectedField(null);
},
[append, getPage, isWithinPageBounds, selectedField, selectedRecipient],
);
const onFieldResize = useCallback(
(node: HTMLElement, index: number) => {
const field = localFields[index];
const $page = window.document.querySelector<HTMLElement>(
`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
);
if (!$page) {
return;
}
const {
x: pageX,
y: pageY,
width: pageWidth,
height: pageHeight,
} = getFieldPosition($page, node);
update(index, {
...field,
pageX,
pageY,
pageWidth,
pageHeight,
});
},
[getFieldPosition, localFields, update],
);
const onFieldMove = useCallback(
(node: HTMLElement, index: number) => {
const field = localFields[index];
const $page = window.document.querySelector<HTMLElement>(
`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
);
if (!$page) {
return;
}
const { x: pageX, y: pageY } = getFieldPosition($page, node);
update(index, {
...field,
pageX,
pageY,
});
},
[getFieldPosition, localFields, update],
);
const handleUpdateFieldMeta = useCallback(
(formId: string, fieldMeta: TFieldMetaSchema) => {
const fieldIndex = localFields.findIndex((field) => field.formId === formId);
if (fieldIndex !== -1) {
const parsedFieldMeta = ZFieldMetaSchema.parse(fieldMeta);
update(fieldIndex, {
...localFields[fieldIndex],
fieldMeta: parsedFieldMeta,
});
}
},
[localFields, update],
);
useEffect(() => {
if (selectedField) {
window.addEventListener('mousemove', onMouseMove);
window.addEventListener('mouseup', onMouseClick);
}
return () => {
window.removeEventListener('mousemove', onMouseMove);
window.removeEventListener('mouseup', onMouseClick);
};
}, [onMouseClick, onMouseMove, selectedField]);
useEffect(() => {
const observer = new MutationObserver((_mutations) => {
const $page = document.querySelector(PDF_VIEWER_PAGE_SELECTOR);
if (!$page) {
return;
}
fieldBounds.current = {
height: Math.max(DEFAULT_HEIGHT_PX),
width: Math.max(DEFAULT_WIDTH_PX),
};
});
observer.observe(document.body, {
childList: true,
subtree: true,
});
return () => {
observer.disconnect();
};
}, []);
// Close drawer when a field is selected on mobile
useEffect(() => {
if (isMobile && selectedField) {
setIsDrawerOpen(false);
}
}, [isMobile, selectedField]);
return (
<>
<div className="grid w-full grid-cols-12 gap-4">
{/* Desktop sidebar */}
{!isMobile && (
<div className="order-2 col-span-12 md:order-1 md:col-span-4">
<div className="bg-widget border-border sticky top-4 max-h-[calc(100vh-2rem)] rounded-lg border p-4 pb-6">
<h2 className="mb-1 text-lg font-medium">
<Trans>Configure Fields</Trans>
</h2>
<p className="text-muted-foreground mb-6 text-sm">
<Trans>Configure the fields you want to place on the document.</Trans>
</p>
<RecipientSelector
selectedRecipient={selectedRecipient}
onSelectedRecipientChange={setSelectedRecipient}
recipients={recipients}
className="w-full"
/>
<hr className="my-6" />
<div className="space-y-2">
<FieldSelector
selectedField={selectedField}
onSelectedFieldChange={setSelectedField}
className="w-full"
disabled={!selectedRecipient}
/>
</div>
<div className="mt-6 flex gap-2">
<Button
type="button"
variant="ghost"
className="flex-1"
loading={form.formState.isSubmitting}
onClick={() => onBack(form.getValues())}
>
<Trans>Back</Trans>
</Button>
<Button
className="flex-1"
type="button"
loading={form.formState.isSubmitting}
disabled={!form.formState.isValid}
onClick={async () => onFormSubmit()}
>
<Trans>Save</Trans>
</Button>
</div>
</div>
</div>
)}
<div className={cn('order-1 col-span-12 md:order-2', !isMobile && 'md:col-span-8')}>
<div className="relative">
{selectedField && (
<div
className={cn(
'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white transition duration-200 [container-type:size]',
selectedSignerStyles.default.base,
{
'-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
'dark:text-black/60': isFieldWithinBounds,
},
selectedField === 'SIGNATURE' && 'font-signature',
)}
style={{
top: coords.y,
left: coords.x,
height: fieldBounds.current.height,
width: fieldBounds.current.width,
}}
>
<span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
{_(FRIENDLY_FIELD_TYPE[selectedField])}
</span>
</div>
)}
<Form {...form}>
{documentData && (
<div>
<PDFViewer documentData={documentData} />
<ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
{localFields.map((field, index) => {
const recipientIndex = recipients.findIndex(
(r) => r.id === field.recipientId,
);
return (
<FieldItem
key={field.formId}
field={field}
minHeight={MIN_HEIGHT_PX}
minWidth={MIN_WIDTH_PX}
defaultHeight={DEFAULT_HEIGHT_PX}
defaultWidth={DEFAULT_WIDTH_PX}
onResize={(node) => onFieldResize(node, index)}
onMove={(node) => onFieldMove(node, index)}
onRemove={() => remove(index)}
onDuplicate={() => onFieldCopy(null, { duplicate: true })}
onFocus={() => setLastActiveField(field)}
onBlur={() => setLastActiveField(null)}
onAdvancedSettings={() => {
setCurrentField(field);
setShowAdvancedSettings(true);
}}
recipientIndex={recipientIndex}
active={activeFieldId === field.formId}
onFieldActivate={() => setActiveFieldId(field.formId)}
onFieldDeactivate={() => setActiveFieldId(null)}
disabled={selectedRecipient?.id !== field.recipientId}
/>
);
})}
</ElementVisible>
</div>
)}
</Form>
</div>
</div>
</div>
{/* Mobile Floating Action Bar and Drawer */}
{isMobile && (
<Sheet open={isDrawerOpen} onOpenChange={setIsDrawerOpen}>
<SheetTrigger asChild>
<div className="bg-widget border-border fixed bottom-6 left-6 right-6 z-50 flex items-center justify-between gap-2 rounded-lg border p-4">
<span className="text-lg font-medium">
<Trans>Configure Fields</Trans>
</span>
<button
type="button"
className="border-border text-muted-foreground inline-flex h-10 w-10 items-center justify-center rounded-lg border"
>
<ChevronsUpDown className="h-6 w-6" />
</button>
</div>
</SheetTrigger>
<SheetContent
position="bottom"
size="xl"
className="bg-widget h-fit max-h-[80vh] overflow-y-auto rounded-t-xl p-4"
>
<h2 className="mb-1 text-lg font-medium">
<Trans>Configure Fields</Trans>
</h2>
<p className="text-muted-foreground mb-6 text-sm">
<Trans>Configure the fields you want to place on the document.</Trans>
</p>
<RecipientSelector
selectedRecipient={selectedRecipient}
onSelectedRecipientChange={setSelectedRecipient}
recipients={recipients}
className="w-full"
/>
<hr className="my-6" />
<div className="space-y-2">
<FieldSelector
selectedField={selectedField}
onSelectedFieldChange={(field) => {
setSelectedField(field);
if (field) {
setIsDrawerOpen(false);
}
}}
className="w-full"
disabled={!selectedRecipient}
/>
</div>
<div className="mt-6 flex gap-2">
<Button
type="button"
variant="ghost"
className="flex-1"
loading={form.formState.isSubmitting}
onClick={() => onBack(form.getValues())}
>
<Trans>Back</Trans>
</Button>
<Button
className="flex-1"
type="button"
loading={form.formState.isSubmitting}
disabled={!form.formState.isValid}
onClick={async () => onFormSubmit()}
>
<Trans>Save</Trans>
</Button>
</div>
</SheetContent>
</Sheet>
)}
<FieldAdvancedSettingsDrawer
isOpen={showAdvancedSettings}
onOpenChange={setShowAdvancedSettings}
currentField={currentField}
fields={localFields}
onFieldUpdate={handleUpdateFieldMeta}
/>
</>
);
};

View File

@ -0,0 +1,83 @@
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import type { FieldType } from '@prisma/client';
import { type TFieldMetaSchema as FieldMeta } from '@documenso/lib/types/field-meta';
import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
import { FieldAdvancedSettings } from '@documenso/ui/primitives/document-flow/field-item-advanced-settings';
import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
import { Sheet, SheetContent, SheetTitle } from '@documenso/ui/primitives/sheet';
export type FieldAdvancedSettingsDrawerProps = {
isOpen: boolean;
onOpenChange: (isOpen: boolean) => void;
currentField: {
id: string;
formId: string;
type: FieldType;
pageNumber: number;
pageX: number;
pageY: number;
pageWidth: number;
pageHeight: number;
recipientId: number;
signerEmail: string;
fieldMeta?: FieldMeta;
} | null;
fields: Array<{
id: string;
formId: string;
type: FieldType;
pageNumber: number;
pageX: number;
pageY: number;
pageWidth: number;
pageHeight: number;
recipientId: number;
signerEmail: string;
fieldMeta?: FieldMeta;
}>;
onFieldUpdate: (formId: string, fieldMeta: FieldMeta) => void;
};
export const FieldAdvancedSettingsDrawer = ({
isOpen,
onOpenChange,
currentField,
fields,
onFieldUpdate,
}: FieldAdvancedSettingsDrawerProps) => {
const { _ } = useLingui();
if (!currentField) {
return null;
}
return (
<Sheet open={isOpen} onOpenChange={onOpenChange}>
<SheetContent position="right" size="lg" className="w-9/12 max-w-sm overflow-y-auto">
<SheetTitle className="sr-only">
{parseMessageDescriptor(
_,
msg`Configure ${parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[currentField.type])} Field`,
)}
</SheetTitle>
<FieldAdvancedSettings
title={msg`Advanced settings`}
description={msg`Configure the ${parseMessageDescriptor(
_,
FRIENDLY_FIELD_TYPE[currentField.type],
)} field`}
field={currentField}
fields={fields}
onAdvancedSettings={() => onOpenChange(false)}
onSave={(fieldMeta) => {
onFieldUpdate(currentField.formId, fieldMeta);
onOpenChange(false);
}}
/>
</SheetContent>
</Sheet>
);
};

View File

@ -1,7 +1,11 @@
import { Loader } from 'lucide-react';
export const EmbedClientLoading = () => {
return (
<div className="bg-background fixed left-0 top-0 z-[9999] flex h-full w-full items-center justify-center">
Loading...
<Loader className="mr-2 h-4 w-4 animate-spin" />
<span>Loading...</span>
</div>
);
};

View File

@ -3,8 +3,8 @@ import { useEffect, useLayoutEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { type DocumentData, type Field, FieldType } from '@prisma/client';
import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@prisma/client';
import { type DocumentData, type Field, FieldType } from '@prisma/client';
import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
import { DateTime } from 'luxon';
import { useSearchParams } from 'react-router';
@ -25,12 +25,11 @@ import type {
} from '@documenso/trpc/server/field-router/schema';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { BrandingLogo } from '~/components/general/branding-logo';
@ -69,16 +68,8 @@ export const EmbedDirectTemplateClientPage = ({
const [searchParams] = useSearchParams();
const {
fullName,
email,
signature,
signatureValid,
setFullName,
setEmail,
setSignature,
setSignatureValid,
} = useRequiredDocumentSigningContext();
const { fullName, email, signature, setFullName, setEmail, setSignature } =
useRequiredDocumentSigningContext();
const [hasFinishedInit, setHasFinishedInit] = useState(false);
const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
@ -194,10 +185,6 @@ export const EmbedDirectTemplateClientPage = ({
const onCompleteClick = async () => {
try {
if (hasSignatureField && !signatureValid) {
return;
}
const valid = validateFieldsInserted(pendingFields);
if (!valid) {
@ -419,34 +406,16 @@ export const EmbedDirectTemplateClientPage = ({
<Trans>Signature</Trans>
</Label>
<Card className="mt-2" gradient degrees={-120}>
<CardContent className="p-0">
<SignaturePad
className="h-44 w-full"
disabled={isThrottled || isSubmitting}
defaultValue={signature ?? undefined}
onChange={(value) => {
setSignature(value);
}}
onValidityChange={(isValid) => {
setSignatureValid(isValid);
}}
allowTypedSignature={Boolean(
metadata &&
'typedSignatureEnabled' in metadata &&
metadata.typedSignatureEnabled,
)}
/>
</CardContent>
</Card>
{hasSignatureField && !signatureValid && (
<div className="text-destructive mt-2 text-sm">
<Trans>
Signature is too small. Please provide a more complete signature.
</Trans>
</div>
)}
<SignaturePadDialog
className="mt-2"
disabled={isThrottled || isSubmitting}
disableAnimation
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
drawSignatureEnabled={metadata?.drawSignatureEnabled}
/>
</div>
)}
</div>

View File

@ -10,7 +10,6 @@ export type EmbedDocumentCompletedPageProps = {
};
export const EmbedDocumentCompleted = ({ name, signature }: EmbedDocumentCompletedPageProps) => {
console.log({ signature });
return (
<div className="embed--DocumentCompleted relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
<h3 className="text-foreground text-2xl font-semibold">

View File

@ -54,6 +54,8 @@ export const EmbedDocumentFields = ({
onSignField={onSignField}
onUnsignField={onUnsignField}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
drawSignatureEnabled={metadata?.drawSignatureEnabled}
/>
))
.with(FieldType.INITIALS, () => (

View File

@ -15,19 +15,19 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
import { validateFieldsInserted } from '@documenso/lib/utils/fields';
import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
import { trpc } from '@documenso/trpc/react';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { BrandingLogo } from '~/components/general/branding-logo';
@ -37,6 +37,7 @@ import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-sc
import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
import { DocumentReadOnlyFields } from '../general/document/document-read-only-fields';
import { EmbedClientLoading } from './embed-client-loading';
import { EmbedDocumentCompleted } from './embed-document-completed';
import { EmbedDocumentFields } from './embed-document-fields';
@ -48,6 +49,7 @@ export type EmbedSignDocumentClientPageProps = {
documentData: DocumentData;
recipient: RecipientWithFields;
fields: Field[];
completedFields: DocumentField[];
metadata?: DocumentMeta | TemplateMeta | null;
isCompleted?: boolean;
hidePoweredBy?: boolean;
@ -61,6 +63,7 @@ export const EmbedSignDocumentClientPage = ({
documentData,
recipient,
fields,
completedFields,
metadata,
isCompleted,
hidePoweredBy = false,
@ -70,15 +73,8 @@ export const EmbedSignDocumentClientPage = ({
const { _ } = useLingui();
const { toast } = useToast();
const {
fullName,
email,
signature,
signatureValid,
setFullName,
setSignature,
setSignatureValid,
} = useRequiredDocumentSigningContext();
const { fullName, email, signature, setFullName, setSignature } =
useRequiredDocumentSigningContext();
const [hasFinishedInit, setHasFinishedInit] = useState(false);
const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
@ -93,6 +89,8 @@ export const EmbedSignDocumentClientPage = ({
const [isExpanded, setIsExpanded] = useState(false);
const [isNameLocked, setIsNameLocked] = useState(false);
const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
const [showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] =
useState(false);
const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
@ -129,10 +127,6 @@ export const EmbedSignDocumentClientPage = ({
const onCompleteClick = async () => {
try {
if (hasSignatureField && !signatureValid) {
return;
}
const valid = validateFieldsInserted(fieldsRequiringValidation);
if (!valid) {
@ -214,6 +208,7 @@ export const EmbedSignDocumentClientPage = ({
// a to be provided by the parent application, unlike direct templates.
setIsNameLocked(!!data.lockName);
setAllowDocumentRejection(!!data.allowDocumentRejection);
setShowOtherRecipientsCompletedFields(!!data.showOtherRecipientsCompletedFields);
if (data.darkModeDisabled) {
document.documentElement.classList.add('dark-mode-disabled');
@ -432,34 +427,16 @@ export const EmbedSignDocumentClientPage = ({
<Trans>Signature</Trans>
</Label>
<Card className="mt-2" gradient degrees={-120}>
<CardContent className="p-0">
<SignaturePad
className="h-44 w-full"
disabled={isThrottled || isSubmitting}
defaultValue={signature ?? undefined}
onChange={(value) => {
setSignature(value);
}}
onValidityChange={(isValid) => {
setSignatureValid(isValid);
}}
allowTypedSignature={Boolean(
metadata &&
'typedSignatureEnabled' in metadata &&
metadata.typedSignatureEnabled,
)}
/>
</CardContent>
</Card>
{hasSignatureField && !signatureValid && (
<div className="text-destructive mt-2 text-sm">
<Trans>
Signature is too small. Please provide a more complete signature.
</Trans>
</div>
)}
<SignaturePadDialog
className="mt-2"
disabled={isThrottled || isSubmitting}
disableAnimation
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
drawSignatureEnabled={metadata?.drawSignatureEnabled}
/>
</div>
)}
</>
@ -477,9 +454,7 @@ export const EmbedSignDocumentClientPage = ({
) : (
<Button
className={allowDocumentRejection ? 'col-start-2' : 'col-span-2'}
disabled={
isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
}
disabled={isThrottled}
loading={isSubmitting}
onClick={() => throttledOnCompleteClick()}
>
@ -500,6 +475,9 @@ export const EmbedSignDocumentClientPage = ({
{/* Fields */}
<EmbedDocumentFields fields={fields} metadata={metadata} />
{/* Completed fields */}
<DocumentReadOnlyFields documentMeta={metadata || undefined} fields={completedFields} />
</div>
{!hidePoweredBy && (

View File

@ -19,12 +19,15 @@ import {
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
export const ZProfileFormSchema = z.object({
name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
signature: z.string().min(1, 'Signature Pad cannot be empty'),
name: z
.string()
.trim()
.min(1, { message: msg`Please enter a valid name.`.id }),
signature: z.string().min(1, { message: msg`Signature Pad cannot be empty.`.id }),
});
export const ZTwoFactorAuthTokenSchema = z.object({
@ -109,22 +112,20 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
</Label>
<Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
</div>
<FormField
control={form.control}
name="signature"
render={({ field: { onChange } }) => (
render={({ field: { onChange, value } }) => (
<FormItem>
<FormLabel>
<Trans>Signature</Trans>
</FormLabel>
<FormControl>
<SignaturePad
className="h-44 w-full"
<SignaturePadDialog
disabled={isSubmitting}
containerClassName={cn('rounded-lg border bg-background')}
defaultValue={user.signature ?? undefined}
value={value}
onChange={(v) => onChange(v ?? '')}
allowTypedSignature={true}
/>
</FormControl>
<FormMessage />
@ -134,7 +135,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
</fieldset>
<Button type="submit" loading={isSubmitting} className="self-end">
{isSubmitting ? <Trans>Updating profile...</Trans> : <Trans>Update profile</Trans>}
<Trans>Update profile</Trans>
</Button>
</form>
</Form>

View File

@ -30,7 +30,7 @@ import {
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { PasswordInput } from '@documenso/ui/primitives/password-input';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { UserProfileSkeleton } from '~/components/general/user-profile-skeleton';
@ -353,16 +353,15 @@ export const SignUpForm = ({
<FormField
control={form.control}
name="signature"
render={({ field: { onChange } }) => (
render={({ field: { onChange, value } }) => (
<FormItem>
<FormLabel>
<Trans>Sign Here</Trans>
</FormLabel>
<FormControl>
<SignaturePad
className="h-36 w-full"
<SignaturePadDialog
disabled={isSubmitting}
containerClassName="mt-2 rounded-lg border bg-background"
value={value}
onChange={(v) => onChange(v ?? '')}
/>
</FormControl>
@ -531,6 +530,27 @@ export const SignUpForm = ({
</div>
</form>
</Form>
<p className="text-muted-foreground mt-6 text-xs">
<Trans>
By proceeding, you agree to our{' '}
<Link
to="https://documen.so/terms"
target="_blank"
className="text-documenso-700 duration-200 hover:opacity-70"
>
Terms of Service
</Link>{' '}
and{' '}
<Link
to="https://documen.so/privacy"
target="_blank"
className="text-documenso-700 duration-200 hover:opacity-70"
>
Privacy Policy
</Link>
.
</Trans>
</p>
</div>
</div>
);

View File

@ -308,7 +308,7 @@ export function TeamBrandingPreferencesForm({ team, settings }: TeamBrandingPref
<div className="flex flex-row justify-end space-x-4">
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Save</Trans>
<Trans>Update</Trans>
</Button>
</div>
</fieldset>

View File

@ -8,12 +8,15 @@ import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
import {
SUPPORTED_LANGUAGES,
SUPPORTED_LANGUAGE_CODES,
isValidLanguageCode,
} from '@documenso/lib/constants/i18n';
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
import { Alert } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
@ -23,7 +26,9 @@ import {
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
import {
Select,
SelectContent,
@ -38,8 +43,10 @@ const ZTeamDocumentPreferencesFormSchema = z.object({
documentVisibility: z.nativeEnum(DocumentVisibility),
documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES),
includeSenderDetails: z.boolean(),
typedSignatureEnabled: z.boolean(),
includeSigningCertificate: z.boolean(),
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
message: msg`At least one signature type must be enabled`.id,
}),
});
type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
@ -69,8 +76,8 @@ export const TeamDocumentPreferencesForm = ({
? settings?.documentLanguage
: 'en',
includeSenderDetails: settings?.includeSenderDetails ?? false,
typedSignatureEnabled: settings?.typedSignatureEnabled ?? true,
includeSigningCertificate: settings?.includeSigningCertificate ?? true,
signatureTypes: extractTeamSignatureSettings(settings),
},
resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
});
@ -84,7 +91,7 @@ export const TeamDocumentPreferencesForm = ({
documentLanguage,
includeSenderDetails,
includeSigningCertificate,
typedSignatureEnabled,
signatureTypes,
} = data;
await updateTeamDocumentPreferences({
@ -93,8 +100,10 @@ export const TeamDocumentPreferencesForm = ({
documentVisibility,
documentLanguage,
includeSenderDetails,
typedSignatureEnabled,
includeSigningCertificate,
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
},
});
@ -190,6 +199,44 @@ export const TeamDocumentPreferencesForm = ({
)}
/>
<FormField
control={form.control}
name="signatureTypes"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel className="flex flex-row items-center">
<Trans>Default Signature Settings</Trans>
<DocumentSignatureSettingsTooltip />
</FormLabel>
<FormControl>
<MultiSelectCombobox
options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
label: _(option.label),
value: option.value,
}))}
selectedValues={field.value}
onChange={field.onChange}
className="bg-background w-full"
enableSearch={false}
emptySelectionPlaceholder="Select signature types"
testId="signature-types-combobox"
/>
</FormControl>
{form.formState.errors.signatureTypes ? (
<FormMessage />
) : (
<FormDescription>
<Trans>
Controls which signatures are allowed to be used when signing a document.
</Trans>
</FormDescription>
)}
</FormItem>
)}
/>
<FormField
control={form.control}
name="includeSenderDetails"
@ -238,36 +285,6 @@ export const TeamDocumentPreferencesForm = ({
)}
/>
<FormField
control={form.control}
name="typedSignatureEnabled"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Enable Typed Signature</Trans>
</FormLabel>
<div>
<FormControl className="block">
<Switch
ref={field.ref}
name={field.name}
checked={field.value}
onCheckedChange={field.onChange}
/>
</FormControl>
</div>
<FormDescription>
<Trans>
Controls whether the recipients can sign the documents using a typed signature.
Enable or disable the typed signature globally.
</Trans>
</FormDescription>
</FormItem>
)}
/>
<FormField
control={form.control}
name="includeSigningCertificate"
@ -301,7 +318,7 @@ export const TeamDocumentPreferencesForm = ({
<div className="flex flex-row justify-end space-x-4">
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Save</Trans>
<Trans>Update</Trans>
</Button>
</div>
</fieldset>

View File

@ -113,7 +113,11 @@ export const DirectTemplatePageView = ({
const redirectUrl = template.templateMeta?.redirectUrl;
await (redirectUrl ? navigate(redirectUrl) : navigate(`/sign/${token}/complete`));
if (redirectUrl) {
window.location.href = redirectUrl;
} else {
await navigate(`/sign/${token}/complete`);
}
} catch (err) {
toast({
title: _(msg`Something went wrong`),

View File

@ -1,4 +1,4 @@
import { useMemo, useState } from 'react';
import { useEffect, useMemo, useState } from 'react';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient, Signature } from '@prisma/client';
@ -24,7 +24,6 @@ import type {
} from '@documenso/trpc/server/field-router/schema';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import {
DocumentFlowFormContainerContent,
DocumentFlowFormContainerFooter,
@ -35,7 +34,7 @@ import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/ty
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useStep } from '@documenso/ui/primitives/stepper';
import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
@ -73,8 +72,7 @@ export const DirectTemplateSigningForm = ({
template,
onSubmit,
}: DirectTemplateSigningFormProps) => {
const { fullName, signature, signatureValid, setFullName, setSignature } =
useRequiredDocumentSigningContext();
const { fullName, signature, setFullName, setSignature } = useRequiredDocumentSigningContext();
const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(directRecipientFields);
const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
@ -135,8 +133,6 @@ export const DirectTemplateSigningForm = ({
);
};
const hasSignatureField = localFields.some((field) => field.type === FieldType.SIGNATURE);
const uninsertedFields = useMemo(() => {
return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
}, [localFields]);
@ -149,10 +145,6 @@ export const DirectTemplateSigningForm = ({
const handleSubmit = async () => {
setValidateUninsertedFields(true);
if (hasSignatureField && !signatureValid) {
return;
}
const isFieldsValid = validateFieldsInserted(localFields);
if (!isFieldsValid) {
@ -170,6 +162,55 @@ export const DirectTemplateSigningForm = ({
// Do not reset to false since we do a redirect.
};
useEffect(() => {
const updatedFields = [...localFields];
localFields.forEach((field) => {
const index = updatedFields.findIndex((f) => f.id === field.id);
let value = '';
match(field.type)
.with(FieldType.TEXT, () => {
const meta = field.fieldMeta ? ZTextFieldMeta.safeParse(field.fieldMeta) : null;
if (meta?.success) {
value = meta.data.text ?? '';
}
})
.with(FieldType.NUMBER, () => {
const meta = field.fieldMeta ? ZNumberFieldMeta.safeParse(field.fieldMeta) : null;
if (meta?.success) {
value = meta.data.value ?? '';
}
})
.with(FieldType.DROPDOWN, () => {
const meta = field.fieldMeta ? ZDropdownFieldMeta.safeParse(field.fieldMeta) : null;
if (meta?.success) {
value = meta.data.defaultValue ?? '';
}
});
if (value) {
const signedValue = {
token: directRecipient.token,
fieldId: field.id,
value,
};
updatedFields[index] = {
...field,
customText: value,
inserted: true,
signedValue,
};
}
});
setLocalFields(updatedFields);
}, []);
return (
<DocumentSigningRecipientProvider recipient={directRecipient}>
<DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
@ -191,6 +232,8 @@ export const DirectTemplateSigningForm = ({
onSignField={onSignField}
onUnsignField={onUnsignField}
typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
/>
))
.with(FieldType.INITIALS, () => (
@ -335,19 +378,15 @@ export const DirectTemplateSigningForm = ({
<Trans>Signature</Trans>
</Label>
<Card className="mt-2" gradient degrees={-120}>
<CardContent className="p-0">
<SignaturePad
className="h-44 w-full"
disabled={isSubmitting}
defaultValue={signature ?? undefined}
onChange={(value) => {
setSignature(value);
}}
allowTypedSignature={template.templateMeta?.typedSignatureEnabled}
/>
</CardContent>
</Card>
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
value={signature ?? ''}
onChange={(value) => setSignature(value)}
typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
/>
</div>
</div>
</div>

View File

@ -97,6 +97,10 @@ export const DocumentSigningCheckboxField = ({
const onSign = async (authOptions?: TRecipientActionAuth) => {
try {
if (!isLengthConditionMet) {
return;
}
const payload: TSignFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
@ -194,18 +198,30 @@ export const DocumentSigningCheckboxField = ({
setCheckedValues(updatedValues);
await removeSignedFieldWithToken({
const removePayload: TRemovedSignedFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
});
};
if (updatedValues.length > 0) {
await signFieldWithToken({
if (onUnsignField) {
await onUnsignField(removePayload);
} else {
await removeSignedFieldWithToken(removePayload);
}
if (updatedValues.length > 0 && shouldAutoSignField) {
const signPayload: TSignFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
value: toCheckboxValue(updatedValues),
isBase64: true,
});
};
if (onSignField) {
await onSignField(signPayload);
} else {
await signFieldWithToken(signPayload);
}
}
} catch (err) {
console.error(err);

View File

@ -1,9 +1,12 @@
import { useMemo, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import type { Field } from '@prisma/client';
import { RecipientRole } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
import { Button } from '@documenso/ui/primitives/button';
@ -14,6 +17,15 @@ import {
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 { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
@ -22,11 +34,23 @@ export type DocumentSigningCompleteDialogProps = {
documentTitle: string;
fields: Field[];
fieldsValidated: () => void | Promise<void>;
onSignatureComplete: () => void | Promise<void>;
onSignatureComplete: (nextSigner?: { name: string; email: string }) => void | Promise<void>;
role: RecipientRole;
disabled?: boolean;
allowDictateNextSigner?: boolean;
defaultNextSigner?: {
name: string;
email: string;
};
};
const ZNextSignerFormSchema = z.object({
name: z.string().min(1, 'Name is required'),
email: z.string().email('Invalid email address'),
});
type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
export const DocumentSigningCompleteDialog = ({
isSubmitting,
documentTitle,
@ -35,19 +59,54 @@ export const DocumentSigningCompleteDialog = ({
onSignatureComplete,
role,
disabled = false,
allowDictateNextSigner = false,
defaultNextSigner,
}: DocumentSigningCompleteDialogProps) => {
const [showDialog, setShowDialog] = useState(false);
const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
const form = useForm<TNextSignerFormSchema>({
resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
defaultValues: {
name: defaultNextSigner?.name ?? '',
email: defaultNextSigner?.email ?? '',
},
});
const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
const handleOpenChange = (open: boolean) => {
if (isSubmitting || !isComplete) {
if (form.formState.isSubmitting || !isComplete) {
return;
}
if (open) {
form.reset({
name: defaultNextSigner?.name ?? '',
email: defaultNextSigner?.email ?? '',
});
}
setIsEditingNextSigner(false);
setShowDialog(open);
};
const onFormSubmit = async (data: TNextSignerFormSchema) => {
console.log('data', data);
console.log('form.formState.errors', form.formState.errors);
try {
if (allowDictateNextSigner && data.name && data.email) {
await onSignatureComplete({ name: data.name, email: data.email });
} else {
await onSignatureComplete();
}
} catch (error) {
console.error('Error completing signature:', error);
}
};
const isNextSignerValid = !allowDictateNextSigner || (form.watch('name') && form.watch('email'));
return (
<Dialog open={showDialog} onOpenChange={handleOpenChange}>
<DialogTrigger asChild>
@ -71,110 +130,184 @@ export const DocumentSigningCompleteDialog = ({
</DialogTrigger>
<DialogContent>
<DialogTitle>
<div className="text-foreground text-xl font-semibold">
{match(role)
.with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
.with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
.with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
.with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
.with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
.exhaustive()}
</div>
</DialogTitle>
<Form {...form}>
<form onSubmit={form.handleSubmit(onFormSubmit)}>
<fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
<DialogTitle>
<div className="text-foreground text-xl font-semibold">
{match(role)
.with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
.with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
.with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
.with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
.with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
.exhaustive()}
</div>
</DialogTitle>
<div className="text-muted-foreground max-w-[50ch]">
{match(role)
.with(RecipientRole.VIEWER, () => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete viewing "
<span className="inline-block max-w-[11rem] truncate align-baseline">
{documentTitle}
<div className="text-muted-foreground max-w-[50ch]">
{match(role)
.with(RecipientRole.VIEWER, () => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete viewing "
<span className="inline-block max-w-[11rem] truncate align-baseline">
{documentTitle}
</span>
".
</span>
<br /> Are you sure?
</Trans>
</span>
".
</span>
<br /> Are you sure?
</Trans>
</span>
))
.with(RecipientRole.SIGNER, () => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete signing "
<span className="inline-block max-w-[11rem] truncate align-baseline">
{documentTitle}
))
.with(RecipientRole.SIGNER, () => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete signing "
<span className="inline-block max-w-[11rem] truncate align-baseline">
{documentTitle}
</span>
".
</span>
<br /> Are you sure?
</Trans>
</span>
".
</span>
<br /> Are you sure?
</Trans>
</span>
))
.with(RecipientRole.APPROVER, () => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete approving{' '}
<span className="inline-block max-w-[11rem] truncate align-baseline">
"{documentTitle}"
))
.with(RecipientRole.APPROVER, () => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete approving{' '}
<span className="inline-block max-w-[11rem] truncate align-baseline">
"{documentTitle}"
</span>
.
</span>
<br /> Are you sure?
</Trans>
</span>
.
</span>
<br /> Are you sure?
</Trans>
</span>
))
.otherwise(() => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete viewing "
<span className="inline-block max-w-[11rem] truncate align-baseline">
{documentTitle}
))
.otherwise(() => (
<span>
<Trans>
<span className="inline-flex flex-wrap">
You are about to complete viewing "
<span className="inline-block max-w-[11rem] truncate align-baseline">
{documentTitle}
</span>
".
</span>
<br /> Are you sure?
</Trans>
</span>
".
</span>
<br /> Are you sure?
</Trans>
</span>
))}
</div>
))}
</div>
<DocumentSigningDisclosure className="mt-4" />
{allowDictateNextSigner && (
<div className="mt-4 flex flex-col gap-4">
{!isEditingNextSigner && (
<div>
<p className="text-muted-foreground text-sm">
The next recipient to sign this document will be{' '}
<span className="font-semibold">{form.watch('name')}</span> (
<span className="font-semibold">{form.watch('email')}</span>).
</p>
<DialogFooter>
<div className="flex w-full flex-1 flex-nowrap gap-4">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
variant="secondary"
onClick={() => {
setShowDialog(false);
}}
>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
className="mt-2"
variant="outline"
size="sm"
onClick={() => setIsEditingNextSigner((prev) => !prev)}
>
<Trans>Update Recipient</Trans>
</Button>
</div>
)}
<Button
type="button"
className="flex-1"
disabled={!isComplete}
loading={isSubmitting}
onClick={onSignatureComplete}
>
{match(role)
.with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
.with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
.with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
.with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
.with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
.exhaustive()}
</Button>
</div>
</DialogFooter>
{isEditingNextSigner && (
<div className="flex flex-col gap-4 md:flex-row">
<FormField
control={form.control}
name="name"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Name</Trans>
</FormLabel>
<FormControl>
<Input
{...field}
className="mt-2"
placeholder="Enter the next signer's name"
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="email"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Email</Trans>
</FormLabel>
<FormControl>
<Input
{...field}
type="email"
className="mt-2"
placeholder="Enter the next signer's email"
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
)}
</div>
)}
<DocumentSigningDisclosure className="mt-4" />
<DialogFooter className="mt-4">
<div className="flex w-full flex-1 flex-nowrap gap-4">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
variant="secondary"
onClick={() => setShowDialog(false)}
disabled={form.formState.isSubmitting}
>
<Trans>Cancel</Trans>
</Button>
<Button
type="submit"
className="flex-1"
disabled={!isComplete || !isNextSignerValid}
loading={form.formState.isSubmitting}
>
{match(role)
.with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
.with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
.with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
.with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
.with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
.exhaustive()}
</Button>
</div>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);

View File

@ -18,14 +18,16 @@ import { trpc } from '@documenso/trpc/react';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { AssistantConfirmationDialog } from '../../dialogs/assistant-confirmation-dialog';
import {
AssistantConfirmationDialog,
type NextSigner,
} from '../../dialogs/assistant-confirmation-dialog';
import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
import { useRequiredDocumentSigningContext } from './document-signing-provider';
@ -59,15 +61,17 @@ export const DocumentSigningForm = ({
const assistantSignersId = useId();
const { fullName, signature, setFullName, setSignature, signatureValid, setSignatureValid } =
useRequiredDocumentSigningContext();
const { fullName, signature, setFullName, setSignature } = useRequiredDocumentSigningContext();
const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
const [isConfirmationDialogOpen, setIsConfirmationDialogOpen] = useState(false);
const [isAssistantSubmitting, setIsAssistantSubmitting] = useState(false);
const { mutateAsync: completeDocumentWithToken } =
trpc.recipient.completeDocumentWithToken.useMutation();
const {
mutateAsync: completeDocumentWithToken,
isPending,
isSuccess,
} = trpc.recipient.completeDocumentWithToken.useMutation();
const assistantForm = useForm<{ selectedSignerId: number | undefined }>({
defaultValues: {
@ -75,10 +79,8 @@ export const DocumentSigningForm = ({
},
});
const { handleSubmit, formState } = useForm();
// Keep the loading state going if successful since the redirect may take some time.
const isSubmitting = formState.isSubmitting || formState.isSubmitSuccessful;
const isSubmitting = isPending || isSuccess;
const fieldsRequiringValidation = useMemo(
() => fields.filter(isFieldUnsignedAndRequired),
@ -100,22 +102,6 @@ export const DocumentSigningForm = ({
validateFieldsInserted(fieldsRequiringValidation);
};
const onFormSubmit = async () => {
setValidateUninsertedFields(true);
const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
if (hasSignatureField && !signatureValid) {
return;
}
if (!isFieldsValid) {
return;
}
await completeDocument();
};
const onAssistantFormSubmit = () => {
if (uninsertedRecipientFields.length > 0) {
return;
@ -124,11 +110,11 @@ export const DocumentSigningForm = ({
setIsConfirmationDialogOpen(true);
};
const handleAssistantConfirmDialogSubmit = async () => {
const handleAssistantConfirmDialogSubmit = async (nextSigner?: NextSigner) => {
setIsAssistantSubmitting(true);
try {
await completeDocument();
await completeDocument(undefined, nextSigner);
} catch (err) {
toast({
title: 'Error',
@ -141,12 +127,18 @@ export const DocumentSigningForm = ({
}
};
const completeDocument = async (authOptions?: TRecipientActionAuth) => {
await completeDocumentWithToken({
const completeDocument = async (
authOptions?: TRecipientActionAuth,
nextSigner?: { email: string; name: string },
) => {
const payload = {
token: recipient.token,
documentId: document.id,
authOptions,
});
...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
};
await completeDocumentWithToken(payload);
analytics.capture('App: Recipient has completed signing', {
signerId: recipient.id,
@ -161,6 +153,29 @@ export const DocumentSigningForm = ({
}
};
const nextRecipient = useMemo(() => {
if (
!document.documentMeta?.signingOrder ||
document.documentMeta.signingOrder !== 'SEQUENTIAL'
) {
return undefined;
}
const sortedRecipients = allRecipients.sort((a, b) => {
// Sort by signingOrder first (nulls last), then by id
if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
if (a.signingOrder === null) return 1;
if (b.signingOrder === null) return -1;
if (a.signingOrder === b.signingOrder) return a.id - b.id;
return a.signingOrder - b.signingOrder;
});
const currentIndex = sortedRecipients.findIndex((r) => r.id === recipient.id);
return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
? sortedRecipients[currentIndex + 1]
: undefined;
}, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
return (
<div
className={cn(
@ -210,12 +225,19 @@ export const DocumentSigningForm = ({
<DocumentSigningCompleteDialog
isSubmitting={isSubmitting}
onSignatureComplete={handleSubmit(onFormSubmit)}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
onSignatureComplete={async (nextSigner) => {
await completeDocument(undefined, nextSigner);
}}
role={recipient.role}
disabled={!isRecipientsTurn}
allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
defaultNextSigner={
nextRecipient
? { name: nextRecipient.name, email: nextRecipient.email }
: undefined
}
/>
</div>
</div>
@ -294,9 +316,8 @@ export const DocumentSigningForm = ({
className="w-full"
size="lg"
loading={isAssistantSubmitting}
disabled={isAssistantSubmitting || uninsertedRecipientFields.length > 0}
>
{isAssistantSubmitting ? <Trans>Submitting...</Trans> : <Trans>Continue</Trans>}
<Trans>Continue</Trans>
</Button>
</div>
@ -306,12 +327,20 @@ export const DocumentSigningForm = ({
onClose={() => !isAssistantSubmitting && setIsConfirmationDialogOpen(false)}
onConfirm={handleAssistantConfirmDialogSubmit}
isSubmitting={isAssistantSubmitting}
allowDictateNextSigner={
nextRecipient && document.documentMeta?.allowDictateNextSigner
}
defaultNextSigner={
nextRecipient
? { name: nextRecipient.name, email: nextRecipient.email }
: undefined
}
/>
</form>
</>
) : (
<>
<form onSubmit={handleSubmit(onFormSubmit)}>
<div>
<p className="text-muted-foreground mt-2 text-sm">
{recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
<Trans>Please review the document before approving.</Trans>
@ -347,60 +376,53 @@ export const DocumentSigningForm = ({
<Trans>Signature</Trans>
</Label>
<Card className="mt-2" gradient degrees={-120}>
<CardContent className="p-0">
<SignaturePad
className="h-44 w-full"
disabled={isSubmitting}
defaultValue={signature ?? undefined}
onValidityChange={(isValid) => {
setSignatureValid(isValid);
}}
onChange={(value) => {
if (signatureValid) {
setSignature(value);
}
}}
allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
/>
</CardContent>
</Card>
{!signatureValid && (
<div className="text-destructive mt-2 text-sm">
<Trans>
Signature is too small. Please provide a more complete signature.
</Trans>
</div>
)}
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
/>
</div>
)}
</div>
<div className="flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
onClick={async () => navigate(-1)}
>
<Trans>Cancel</Trans>
</Button>
<DocumentSigningCompleteDialog
isSubmitting={isSubmitting}
onSignatureComplete={handleSubmit(onFormSubmit)}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
role={recipient.role}
disabled={!isRecipientsTurn}
/>
</div>
</fieldset>
</form>
<div className="mt-6 flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
onClick={async () => navigate(-1)}
>
<Trans>Cancel</Trans>
</Button>
<DocumentSigningCompleteDialog
isSubmitting={isSubmitting || isAssistantSubmitting}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
disabled={!isRecipientsTurn}
onSignatureComplete={async (nextSigner) => {
await completeDocument(undefined, nextSigner);
}}
role={recipient.role}
allowDictateNextSigner={
nextRecipient && document.documentMeta?.allowDictateNextSigner
}
defaultNextSigner={
nextRecipient
? { name: nextRecipient.name, email: nextRecipient.email }
: undefined
}
/>
</div>
</div>
</>
)}
</div>

View File

@ -40,9 +40,9 @@ import { DocumentReadOnlyFields } from '~/components/general/document/document-r
import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
export type SigningPageViewProps = {
document: DocumentAndSender;
export type DocumentSigningPageViewProps = {
recipient: RecipientWithFields;
document: DocumentAndSender;
fields: Field[];
completedFields: CompletedField[];
isRecipientsTurn: boolean;
@ -50,13 +50,13 @@ export type SigningPageViewProps = {
};
export const DocumentSigningPageView = ({
document,
recipient,
document,
fields,
completedFields,
isRecipientsTurn,
allRecipients = [],
}: SigningPageViewProps) => {
}: DocumentSigningPageViewProps) => {
const { documentData, documentMeta } = document;
const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
@ -157,7 +157,7 @@ export const DocumentSigningPageView = ({
</div>
</div>
<DocumentReadOnlyFields fields={completedFields} />
<DocumentReadOnlyFields documentMeta={documentMeta || undefined} fields={completedFields} />
{recipient.role !== RecipientRole.ASSISTANT && (
<DocumentSigningAutoSign recipient={recipient} fields={fields} />
@ -177,6 +177,8 @@ export const DocumentSigningPageView = ({
key={field.id}
field={field}
typedSignatureEnabled={documentMeta?.typedSignatureEnabled}
uploadSignatureEnabled={documentMeta?.uploadSignatureEnabled}
drawSignatureEnabled={documentMeta?.drawSignatureEnabled}
/>
))
.with(FieldType.INITIALS, () => (

View File

@ -1,4 +1,6 @@
import { createContext, useContext, useEffect, useState } from 'react';
import { createContext, useContext, useState } from 'react';
import { isBase64Image } from '@documenso/lib/constants/signatures';
export type DocumentSigningContextValue = {
fullName: string;
@ -7,8 +9,6 @@ export type DocumentSigningContextValue = {
setEmail: (_value: string) => void;
signature: string | null;
setSignature: (_value: string | null) => void;
signatureValid: boolean;
setSignatureValid: (_valid: boolean) => void;
};
const DocumentSigningContext = createContext<DocumentSigningContextValue | null>(null);
@ -31,6 +31,9 @@ export interface DocumentSigningProviderProps {
fullName?: string | null;
email?: string | null;
signature?: string | null;
typedSignatureEnabled?: boolean;
uploadSignatureEnabled?: boolean;
drawSignatureEnabled?: boolean;
children: React.ReactNode;
}
@ -38,18 +41,31 @@ export const DocumentSigningProvider = ({
fullName: initialFullName,
email: initialEmail,
signature: initialSignature,
typedSignatureEnabled = true,
uploadSignatureEnabled = true,
drawSignatureEnabled = true,
children,
}: DocumentSigningProviderProps) => {
const [fullName, setFullName] = useState(initialFullName || '');
const [email, setEmail] = useState(initialEmail || '');
const [signature, setSignature] = useState(initialSignature || null);
const [signatureValid, setSignatureValid] = useState(true);
useEffect(() => {
if (initialSignature) {
setSignature(initialSignature);
}
}, [initialSignature]);
// Ensure the user signature doesn't show up if it's not allowed.
const [signature, setSignature] = useState(
(() => {
const sig = initialSignature || '';
const isBase64 = isBase64Image(sig);
if (isBase64 && (uploadSignatureEnabled || drawSignatureEnabled)) {
return sig;
}
if (!isBase64 && typedSignatureEnabled) {
return sig;
}
return null;
})(),
);
return (
<DocumentSigningContext.Provider
@ -60,8 +76,6 @@ export const DocumentSigningProvider = ({
setEmail,
signature,
setSignature,
signatureValid,
setSignatureValid,
}}
>
{children}

View File

@ -31,10 +31,7 @@ import { Textarea } from '@documenso/ui/primitives/textarea';
import { useToast } from '@documenso/ui/primitives/use-toast';
const ZRejectDocumentFormSchema = z.object({
reason: z
.string()
.min(5, msg`Please provide a reason`)
.max(500, msg`Reason must be less than 500 characters`),
reason: z.string().max(500, msg`Reason must be less than 500 characters`),
});
type TRejectDocumentFormSchema = z.infer<typeof ZRejectDocumentFormSchema>;

View File

@ -17,7 +17,6 @@ import type {
} from '@documenso/trpc/server/field-router/schema';
import { Button } from '@documenso/ui/primitives/button';
import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
import { Label } from '@documenso/ui/primitives/label';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { useToast } from '@documenso/ui/primitives/use-toast';
@ -29,11 +28,14 @@ import { useRequiredDocumentSigningContext } from './document-signing-provider';
import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
type SignatureFieldState = 'empty' | 'signed-image' | 'signed-text';
export type DocumentSigningSignatureFieldProps = {
field: FieldWithSignature;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
typedSignatureEnabled?: boolean;
uploadSignatureEnabled?: boolean;
drawSignatureEnabled?: boolean;
};
export const DocumentSigningSignatureField = ({
@ -41,6 +43,8 @@ export const DocumentSigningSignatureField = ({
onSignField,
onUnsignField,
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
}: DocumentSigningSignatureFieldProps) => {
const { _ } = useLingui();
const { toast } = useToast();
@ -52,12 +56,8 @@ export const DocumentSigningSignatureField = ({
const containerRef = useRef<HTMLDivElement>(null);
const [fontSize, setFontSize] = useState(2);
const {
signature: providedSignature,
setSignature: setProvidedSignature,
signatureValid,
setSignatureValid,
} = useRequiredDocumentSigningContext();
const { signature: providedSignature, setSignature: setProvidedSignature } =
useRequiredDocumentSigningContext();
const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
@ -89,7 +89,7 @@ export const DocumentSigningSignatureField = ({
}, [field.inserted, signature?.signatureImageAsBase64]);
const onPreSign = () => {
if (!providedSignature || !signatureValid) {
if (!providedSignature) {
setShowSignatureModal(true);
return false;
}
@ -102,6 +102,7 @@ export const DocumentSigningSignatureField = ({
const onDialogSignClick = () => {
setShowSignatureModal(false);
setProvidedSignature(localSignature);
if (!localSignature) {
return;
}
@ -116,14 +117,14 @@ export const DocumentSigningSignatureField = ({
try {
const value = signature || providedSignature;
if (!value || (signature && !signatureValid)) {
if (!value) {
setShowSignatureModal(true);
return;
}
const isTypedSignature = !value.startsWith('data:image');
if (isTypedSignature && !typedSignatureEnabled) {
if (isTypedSignature && typedSignatureEnabled === false) {
toast({
title: _(msg`Error`),
description: _(msg`Typed signatures are not allowed. Please draw your signature.`),
@ -275,29 +276,14 @@ export const DocumentSigningSignatureField = ({
</Trans>
</DialogTitle>
<div className="">
<Label htmlFor="signature">
<Trans>Signature</Trans>
</Label>
<div className="border-border mt-2 rounded-md border">
<SignaturePad
id="signature"
className="h-44 w-full"
onChange={(value) => setLocalSignature(value)}
allowTypedSignature={typedSignatureEnabled}
onValidityChange={(isValid) => {
setSignatureValid(isValid);
}}
/>
</div>
{!signatureValid && (
<div className="text-destructive mt-2 text-sm">
<Trans>Signature is too small. Please provide a more complete signature.</Trans>
</div>
)}
</div>
<SignaturePad
className="mt-2"
value={localSignature ?? ''}
onChange={({ value }) => setLocalSignature(value)}
typedSignatureEnabled={typedSignatureEnabled}
uploadSignatureEnabled={uploadSignatureEnabled}
drawSignatureEnabled={drawSignatureEnabled}
/>
<DocumentSigningDisclosure />
@ -317,7 +303,7 @@ export const DocumentSigningSignatureField = ({
<Button
type="button"
className="flex-1"
disabled={!localSignature || !signatureValid}
disabled={!localSignature}
onClick={() => onDialogSignClick()}
>
<Trans>Sign</Trans>

View File

@ -5,6 +5,7 @@ import { useLingui } from '@lingui/react';
import { DocumentDistributionMethod, DocumentStatus } from '@prisma/client';
import { useNavigate, useSearchParams } from 'react-router';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
import {
DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
@ -71,7 +72,7 @@ export const DocumentEditForm = ({
const { recipients, fields } = document;
const { mutateAsync: updateDocument } = trpc.document.setSettingsForDocument.useMutation({
const { mutateAsync: updateDocument } = trpc.document.updateDocument.useMutation({
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
onSuccess: (newData) => {
utils.document.getDocumentWithDetailsById.setData(
@ -174,7 +175,7 @@ export const DocumentEditForm = ({
const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
try {
const { timezone, dateFormat, redirectUrl, language } = data.meta;
const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
await updateDocument({
documentId: document.id,
@ -190,6 +191,9 @@ export const DocumentEditForm = ({
dateFormat,
redirectUrl,
language: isValidLanguageCode(language) ? language : undefined,
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
},
});
@ -213,6 +217,13 @@ export const DocumentEditForm = ({
signingOrder: data.signingOrder,
}),
updateDocument({
documentId: document.id,
meta: {
allowDictateNextSigner: data.allowDictateNextSigner,
},
}),
setRecipients({
documentId: document.id,
recipients: data.signers.map((signer) => ({
@ -242,14 +253,6 @@ export const DocumentEditForm = ({
fields: data.fields,
});
await updateDocument({
documentId: document.id,
meta: {
typedSignatureEnabled: data.typedSignatureEnabled,
},
});
// Clear all field data from localStorage
for (let i = 0; i < localStorage.length; i++) {
const key = localStorage.key(i);
@ -365,6 +368,7 @@ export const DocumentEditForm = ({
documentFlow={documentFlow.signers}
recipients={recipients}
signingOrder={document.documentMeta?.signingOrder}
allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
fields={fields}
isDocumentEnterprise={isDocumentEnterprise}
onSubmit={onAddSignersFormSubmit}
@ -378,7 +382,6 @@ export const DocumentEditForm = ({
fields={fields}
onSubmit={onAddFieldsFormSubmit}
isDocumentPdfLoaded={isDocumentPdfLoaded}
typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
teamId={team?.id}
/>

View File

@ -2,7 +2,7 @@ import { useState } from 'react';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { DocumentMeta } from '@prisma/client';
import type { DocumentMeta, TemplateMeta } from '@prisma/client';
import { FieldType, SigningStatus } from '@prisma/client';
import { Clock, EyeOffIcon } from 'lucide-react';
import { P, match } from 'ts-pattern';
@ -27,7 +27,7 @@ import { PopoverHover } from '@documenso/ui/primitives/popover';
export type DocumentReadOnlyFieldsProps = {
fields: DocumentField[];
documentMeta?: DocumentMeta;
documentMeta?: DocumentMeta | TemplateMeta;
showFieldStatus?: boolean;
};

View File

@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { useNavigate } from 'react-router';
import { DocumentSignatureType } from '@documenso/lib/constants/document';
import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
import {
DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
@ -124,6 +125,8 @@ export const TemplateEditForm = ({
});
const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
const { signatureTypes } = data.meta;
try {
await updateTemplateSettings({
templateId: template.id,
@ -136,6 +139,9 @@ export const TemplateEditForm = ({
},
meta: {
...data.meta,
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
language: isValidLanguageCode(data.meta.language) ? data.meta.language : undefined,
},
});
@ -161,6 +167,7 @@ export const TemplateEditForm = ({
templateId: template.id,
meta: {
signingOrder: data.signingOrder,
allowDictateNextSigner: data.allowDictateNextSigner,
},
}),
@ -187,13 +194,6 @@ export const TemplateEditForm = ({
fields: data.fields,
});
await updateTemplateSettings({
templateId: template.id,
meta: {
typedSignatureEnabled: data.typedSignatureEnabled,
},
});
// Clear all field data from localStorage
for (let i = 0; i < localStorage.length; i++) {
const key = localStorage.key(i);
@ -271,6 +271,7 @@ export const TemplateEditForm = ({
recipients={recipients}
fields={fields}
signingOrder={template.templateMeta?.signingOrder}
allowDictateNextSigner={template.templateMeta?.allowDictateNextSigner}
templateDirectLink={template.directLink}
onSubmit={onAddTemplatePlaceholderFormSubmit}
isEnterprise={isEnterprise}
@ -284,7 +285,6 @@ export const TemplateEditForm = ({
fields={fields}
onSubmit={onAddFieldsFormSubmit}
teamId={team?.id}
typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
/>
</Stepper>
</DocumentFlowFormContainer>