Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2025-11-14 00:32:43 +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

60
packages/lib/server-only/field/remove-signed-field-with-token.ts
View File

@ -4,7 +4,7 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-log
import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
import { prisma } from '@documenso/prisma';
import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
export type RemovedSignedFieldWithTokenOptions = {
token: string;
@ -17,11 +17,28 @@ export const removeSignedFieldWithToken = async ({
fieldId,
requestMetadata,
}: RemovedSignedFieldWithTokenOptions) => {
const recipient = await prisma.recipient.findFirstOrThrow({
where: {
token,
},
});
const field = await prisma.field.findFirstOrThrow({
where: {
id: fieldId,
recipient: {
token,
...(recipient.role !== RecipientRole.ASSISTANT
? {
id: recipient.id,
}
: {
signingOrder: {
gte: recipient.signingOrder ?? 0,
},
signingStatus: {
not: SigningStatus.SIGNED,
},
}),
},
},
include: {
@ -30,7 +47,7 @@ export const removeSignedFieldWithToken = async ({
},
});
const { document, recipient } = field;
const { document } = field;
if (!document) {
throw new Error(`Document not found for field ${field.id}`);
@ -40,7 +57,10 @@ export const removeSignedFieldWithToken = async ({
throw new Error(`Document ${document.id} must be pending`);
}
if (recipient?.signingStatus === SigningStatus.SIGNED) {
if (
recipient?.signingStatus === SigningStatus.SIGNED ||
field.recipient.signingStatus === SigningStatus.SIGNED
) {
throw new Error(`Recipient ${recipient.id} has already signed`);
}
@ -66,20 +86,22 @@ export const removeSignedFieldWithToken = async ({
},
});
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
documentId: document.id,
user: {
name: recipient?.name,
email: recipient?.email,
},
requestMetadata,
data: {
field: field.type,
fieldId: field.secondaryId,
},
}),
});
if (recipient.role !== RecipientRole.ASSISTANT) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
documentId: document.id,
user: {
name: recipient.name,
email: recipient.email,
},
requestMetadata,
data: {
field: field.type,
fieldId: field.secondaryId,
},
}),
});
}
});
};