Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2025-11-22 20:51:33 +10:00
Code Issues Packages Projects Releases Wiki Activity

feat: assistant role (#1588)

Browse Source 
## 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
Download Patch File Download Diff File Expand all files Collapse all files

40
apps/web/src/app/(signing)/sign/[token]/number-field.tsx
View File

@ -13,7 +13,6 @@ 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 { ZNumberFieldMeta } 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 {
@ -27,6 +26,7 @@ import { Input } from '@documenso/ui/primitives/input';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useRequiredDocumentAuthContext } from './document-auth-provider';
import { useRecipientContext } from './recipient-context';
import { SigningFieldContainer } from './signing-field-container';
type ValidationErrors = {
@ -39,18 +39,18 @@ type ValidationErrors = {
export type NumberFieldProps = {
field: FieldWithSignature;
recipient: Recipient;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
export const NumberField = ({ field, recipient, onSignField, onUnsignField }: NumberFieldProps) => {
export const NumberField = ({ field, onSignField, onUnsignField }: NumberFieldProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
const router = useRouter();
const [isPending, startTransition] = useTransition();
const [showRadioModal, setShowRadioModal] = useState(false);
const [showNumberModal, setShowNumberModal] = useState(false);
const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
@ -105,7 +105,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
};
const onDialogSignClick = () => {
setShowRadioModal(false);
setShowNumberModal(false);
void executeActionAuthProcedure({
onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
@ -148,14 +148,20 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
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',
});
}
};
const onPreSign = () => {
setShowRadioModal(true);
if (isAssistantMode) {
return true;
}
setShowNumberModal(true);
if (localNumber && parsedFieldMeta) {
const validationErrors = validateNumberField(localNumber, parsedFieldMeta, true);
@ -173,8 +179,14 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
const onRemove = async () => {
try {
if (isAssistantMode && !targetSigner) {
return;
}
const signingRecipient = isAssistantMode && targetSigner ? targetSigner : recipient;
const payload: TRemovedSignedFieldWithTokenMutationSchema = {
token: recipient.token,
token: signingRecipient.token,
fieldId: field.id,
};
@ -193,18 +205,18 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while removing the signature.`),
description: _(msg`An error occurred while removing the field.`),
variant: 'destructive',
});
}
};
useEffect(() => {
if (!showRadioModal) {
if (!showNumberModal) {
setLocalNumber(parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '0');
setErrors(initialErrors);
}
}, [showRadioModal]);
}, [showNumberModal]);
useEffect(() => {
if (
@ -235,7 +247,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
onPreSign={onPreSign}
onSign={onSign}
onRemove={onRemove}
type="Signature"
type="Number"
>
{isLoading && (
<div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
@ -278,7 +290,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
</div>
)}
<Dialog open={showRadioModal} onOpenChange={setShowRadioModal}>
<Dialog open={showNumberModal} onOpenChange={setShowNumberModal}>
<DialogContent>
<DialogTitle>
{parsedFieldMeta?.label ? parsedFieldMeta?.label : <Trans>Number</Trans>}
@ -334,7 +346,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
variant="secondary"
onClick={() => {
setShowRadioModal(false);
setShowNumberModal(false);
setLocalNumber('');
}}
>