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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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45
packages/lib/server-only/field/sign-field-with-token.ts
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@ -10,7 +10,7 @@ import { validateRadioField } from '@documenso/lib/advanced-fields-validation/va
import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
import { fromCheckboxValue } from '@documenso/lib/universal/field-checkbox';
import { prisma } from '@documenso/prisma';
import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/client';
import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@documenso/prisma/client';
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../../constants/date-formats';
import { DEFAULT_DOCUMENT_TIME_ZONE } from '../../constants/time-zones';
@ -56,20 +56,41 @@ export const signFieldWithToken = async ({
authOptions,
requestMetadata,
}: SignFieldWithTokenOptions) => {
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,
}
: {
signingStatus: {
not: SigningStatus.SIGNED,
},
signingOrder: {
gte: recipient.signingOrder ?? 0,
},
}),
},
},
include: {
document: true,
document: {
include: {
recipients: true,
},
},
recipient: true,
},
});
const { document, recipient } = field;
const { document } = field;
if (!document) {
throw new Error(`Document not found for field ${field.id}`);
@ -87,7 +108,10 @@ export const signFieldWithToken = async ({
throw new Error(`Document ${document.id} must be pending for signing`);
}
if (recipient?.signingStatus === SigningStatus.SIGNED) {
if (
recipient.signingStatus === SigningStatus.SIGNED ||
field.recipient.signingStatus === SigningStatus.SIGNED
) {
throw new Error(`Recipient ${recipient.id} has already signed`);
}
@ -183,6 +207,8 @@ export const signFieldWithToken = async ({
throw new Error('Typed signatures are not allowed. Please draw your signature');
}
const assistant = recipient.role === RecipientRole.ASSISTANT ? recipient : undefined;
return await prisma.$transaction(async (tx) => {
const updatedField = await tx.field.update({
where: {
@ -219,11 +245,14 @@ export const signFieldWithToken = async ({
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
type:
assistant && field.recipientId !== assistant.id
? DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED
: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
documentId: document.id,
user: {
email: recipient.email,
name: recipient.name,
email: assistant?.email ?? recipient.email,
name: assistant?.name ?? recipient.name,
},
requestMetadata,
data: {