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feat: assistant role (#1588)

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## Description

Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.

https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
This commit is contained in:
Ephraim Duncan
2025-02-01 03:31:18 +00:00
committed by GitHub
parent 4017b250fb
commit 332e0657e0
53 changed files with 1638 additions and 700 deletions
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15
apps/web/src/app/(signing)/sign/[token]/date-field.tsx
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@@ -17,7 +17,6 @@ import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/tr
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
import { ZDateFieldMeta } from '@documenso/lib/types/field-meta';
import type { Recipient } from '@documenso/prisma/client';
import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
import { trpc } from '@documenso/trpc/react';
import type {
@@ -27,11 +26,11 @@ import type {
import { cn } from '@documenso/ui/lib/utils';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useRecipientContext } from './recipient-context';
import { SigningFieldContainer } from './signing-field-container';
export type DateFieldProps = {
field: FieldWithSignature;
recipient: Recipient;
dateFormat?: string | null;
timezone?: string | null;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
@@ -40,17 +39,17 @@ export type DateFieldProps = {
export const DateField = ({
field,
recipient,
dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
timezone = DEFAULT_DOCUMENT_TIME_ZONE,
onSignField,
onUnsignField,
}: DateFieldProps) => {
const router = useRouter();
const { _ } = useLingui();
const { toast } = useToast();
const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
const [isPending, startTransition] = useTransition();
const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
@@ -67,9 +66,7 @@ export const DateField = ({
const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
const isDifferentTime = field.inserted && localDateString !== field.customText;
const tooltipText = _(
msg`"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`,
);
@@ -102,7 +99,9 @@ export const DateField = ({
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while signing the document.`),
description: isAssistantMode
? _(msg`An error occurred while signing as assistant.`)
: _(msg`An error occurred while signing the document.`),
variant: 'destructive',
});
}
@@ -128,7 +127,7 @@ export const DateField = ({
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while removing the signature.`),
description: _(msg`An error occurred while removing the field.`),
variant: 'destructive',
});
}