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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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19
apps/web/src/app/(signing)/sign/[token]/page.tsx
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@ -12,11 +12,12 @@ import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-f
import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
import { extractNextHeaderRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
import { DocumentAuthProvider } from './document-auth-provider';
import { NoLongerAvailable } from './no-longer-available';
@ -43,14 +44,14 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
const [document, fields, recipient, completedFields] = await Promise.all([
const [document, recipient, fields, completedFields] = await Promise.all([
getDocumentAndSenderByToken({
token,
userId: user?.id,
requireAccessAuth: false,
}).catch(() => null),
getFieldsForToken({ token }),
getRecipientByToken({ token }).catch(() => null),
getFieldsForToken({ token }),
getCompletedFieldsForToken({ token }),
]);
@ -63,12 +64,21 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
return notFound();
}
const recipientWithFields = { ...recipient, fields };
const isRecipientsTurn = await getIsRecipientsTurnToSign({ token });
if (!isRecipientsTurn) {
return redirect(`/sign/${token}/waiting`);
}
const allRecipients =
recipient.role === RecipientRole.ASSISTANT
? await getRecipientsForAssistant({
token,
})
: [];
const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
documentAuth: document.authOptions,
recipientAuth: recipient.authOptions,
@ -153,11 +163,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
user={user}
>
<SigningPageView
recipient={recipient}
recipient={recipientWithFields}
document={document}
fields={fields}
completedFields={completedFields}
isRecipientsTurn={isRecipientsTurn}
allRecipients={allRecipients}
/>
</DocumentAuthProvider>
</SigningProvider>