feat: assistant role (#1588)

## 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

View File

@ -1,6 +1,6 @@
'use client';
import React, { forwardRef } from 'react';
import { forwardRef } from 'react';
import { Trans } from '@lingui/macro';
import type { SelectProps } from '@radix-ui/react-select';
@ -11,12 +11,15 @@ import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { cn } from '../../lib/utils';
export type RecipientRoleSelectProps = SelectProps & {
hideCCRecipients?: boolean;
isAssistantEnabled?: boolean;
};
export const RecipientRoleSelect = forwardRef<HTMLButtonElement, RecipientRoleSelectProps>(
({ hideCCRecipients, ...props }, ref) => (
({ hideCCRecipients, isAssistantEnabled = true, ...props }, ref) => (
<Select {...props}>
<SelectTrigger ref={ref} className="bg-background w-[50px] p-2">
{/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
@ -110,6 +113,42 @@ export const RecipientRoleSelect = forwardRef<HTMLButtonElement, RecipientRoleSe
</div>
</SelectItem>
)}
<SelectItem
value={RecipientRole.ASSISTANT}
disabled={!isAssistantEnabled}
className={cn(
!isAssistantEnabled &&
'cursor-not-allowed opacity-50 data-[disabled]:pointer-events-auto',
)}
>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.ASSISTANT]}</span>
<Trans>Can prepare</Trans>
</div>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>
{isAssistantEnabled ? (
<Trans>
The recipient can prepare the document for later signers by pre-filling
suggest values.
</Trans>
) : (
<Trans>
Assistant role is only available when the document is in sequential signing
mode.
</Trans>
)}
</p>
</TooltipContent>
</Tooltip>
</div>
</SelectItem>
</SelectContent>
</Select>
),