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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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22
apps/web/src/app/(signing)/sign/[token]/text-field.tsx
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@ -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 { ZTextFieldMeta } from '@documenso/lib/types/field-meta';
import type { Recipient } from '@documenso/prisma/client';
import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
import { trpc } from '@documenso/trpc/react';
import type {
@ -27,26 +26,31 @@ import { Textarea } from '@documenso/ui/primitives/textarea';
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 = {
required: string[];
characterLimit: string[];
};
export type TextFieldProps = {
field: FieldWithSignatureAndFieldMeta;
recipient: Recipient;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
export const TextField = ({ field, recipient, onSignField, onUnsignField }: TextFieldProps) => {
export const TextField = ({ field, onSignField, onUnsignField }: TextFieldProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const { recipient, targetSigner, isAssistantMode } = useRecipientContext();
const router = useRouter();
const initialErrors: Record<string, string[]> = {
const initialErrors: ValidationErrors = {
required: [],
characterLimit: [],
};
const [errors, setErrors] = useState(initialErrors);
const userInputHasErrors = Object.values(errors).some((error) => error.length > 0);
@ -166,7 +170,9 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
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',
});
}
@ -194,7 +200,7 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while removing the text.`),
description: _(msg`An error occurred while removing the field.`),
variant: 'destructive',
});
}
@ -234,7 +240,7 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
onPreSign={onPreSign}
onSign={onSign}
onRemove={onRemove}
type="Signature"
type="Text"
>
{isLoading && (
<div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">