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Code Issues Packages Projects Releases Wiki Activity

feat: signing reminders (#1749)

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This commit is contained in:
Ephraim Duncan
2026-04-14 11:01:53 +00:00
committed by GitHub
parent 6d7bd212bf
commit 4935f387bf
69 changed files with 1426 additions and 156 deletions
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packages/ui/primitives/document-flow/add-fields.tsx
+5 -4
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@@ -4,7 +4,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient } from '@prisma/client';
import type { Field } from '@prisma/client';
import { FieldType, Prisma, RecipientRole, SendStatus } from '@prisma/client';
import {
CalendarDays,
@@ -28,6 +28,7 @@ import {
type TFieldMetaSchema as FieldMeta,
ZFieldMetaSchema,
} from '@documenso/lib/types/field-meta';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { nanoid } from '@documenso/lib/universal/id';
import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
import { validateFieldsUninserted } from '@documenso/lib/utils/fields';
@@ -83,7 +84,7 @@ export type FieldFormType = {
export type AddFieldsFormProps = {
documentFlow: DocumentFlowStep;
hideRecipients?: boolean;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
onSubmit: (_data: TAddFieldsFormSchema) => void;
onAutoSave: (_data: TAddFieldsFormSchema) => Promise<void>;
@@ -172,7 +173,7 @@ export const AddFieldsFormPartial = ({
});
const [selectedField, setSelectedField] = useState<FieldType | null>(null);
const [selectedSigner, setSelectedSigner] = useState<Recipient | null>(null);
const [selectedSigner, setSelectedSigner] = useState<TRecipientLite | null>(null);
const [lastActiveField, setLastActiveField] = useState<TAddFieldsFormSchema['fields'][0] | null>(
null,
);
@@ -536,7 +537,7 @@ export const AddFieldsFormPartial = ({
}, [recipients]);
const recipientsByRole = useMemo(() => {
const recipientsByRole: Record<RecipientRole, Recipient[]> = {
const recipientsByRole: Record<RecipientRole, TRecipientLite[]> = {
CC: [],
VIEWER: [],
SIGNER: [],
packages/ui/primitives/document-flow/add-settings.tsx
+2 -2
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@@ -6,7 +6,6 @@ import {
DocumentStatus,
DocumentVisibility,
type Field,
type Recipient,
SendStatus,
TeamMemberRole,
} from '@prisma/client';
@@ -21,6 +20,7 @@ import { DOCUMENT_SIGNATURE_TYPES } from '@documenso/lib/constants/document';
import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
import type { TDocument } from '@documenso/lib/types/document';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
import {
@@ -74,7 +74,7 @@ import type { DocumentFlowStep } from './types';
export type AddSettingsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
isDocumentPdfLoaded: boolean;
document: TDocument;
packages/ui/primitives/document-flow/add-signers.tsx
+4 -3
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@@ -6,7 +6,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient } from '@prisma/client';
import type { Field } from '@prisma/client';
import { DocumentSigningOrder, RecipientRole, SendStatus } from '@prisma/client';
import { motion } from 'framer-motion';
import { GripVerticalIcon, HelpCircle, Plus, Trash } from 'lucide-react';
@@ -19,6 +19,7 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { nanoid } from '@documenso/lib/universal/id';
import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
import { trpc } from '@documenso/trpc/react';
@@ -54,12 +55,12 @@ import { SigningOrderConfirmation } from './signing-order-confirmation';
import type { DocumentFlowStep } from './types';
type AutoSaveResponse = {
recipients: Recipient[];
recipients: TRecipientLite[];
};
export type AddSignersFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
signingOrder?: DocumentSigningOrder | null;
allowDictateNextSigner?: boolean;
packages/ui/primitives/document-flow/add-subject.tsx
+3 -2
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@@ -4,7 +4,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient } from '@prisma/client';
import type { Field } from '@prisma/client';
import { DocumentDistributionMethod, DocumentStatus, RecipientRole } from '@prisma/client';
import { AnimatePresence, motion } from 'framer-motion';
import { InfoIcon } from 'lucide-react';
@@ -15,6 +15,7 @@ import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/org
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TDocument } from '@documenso/lib/types/document';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { formatSigningLink } from '@documenso/lib/utils/recipients';
import { trpc } from '@documenso/trpc/react';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
@@ -59,7 +60,7 @@ import type { DocumentFlowStep } from './types';
export type AddSubjectFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
document: TDocument;
onSubmit: (_data: TAddSubjectFormSchema) => void;
packages/ui/primitives/recipient-selector.tsx
+7 -7
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@@ -2,12 +2,12 @@ import { useCallback, useMemo, useState } from 'react';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Recipient } from '@prisma/client';
import { RecipientRole, SendStatus, SigningStatus } from '@prisma/client';
import { Check, ChevronsUpDown, Info } from 'lucide-react';
import { sortBy } from 'remeda';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { getRecipientColorStyles } from '../lib/recipient-colors';
import { cn } from '../lib/utils';
@@ -18,9 +18,9 @@ import { Tooltip, TooltipContent, TooltipTrigger } from './tooltip';
export interface RecipientSelectorProps {
className?: string;
selectedRecipient: Recipient | null;
onSelectedRecipientChange: (recipient: Recipient) => void;
recipients: Recipient[];
selectedRecipient: TRecipientLite | null;
onSelectedRecipientChange: (recipient: TRecipientLite) => void;
recipients: TRecipientLite[];
align?: 'center' | 'end' | 'start';
}
@@ -35,7 +35,7 @@ export const RecipientSelector = ({
const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
const recipientsByRole = useMemo(() => {
const recipientsWithRole: Record<RecipientRole, Recipient[]> = {
const recipientsWithRole: Record<RecipientRole, TRecipientLite[]> = {
CC: [],
VIEWER: [],
SIGNER: [],
@@ -67,12 +67,12 @@ export const RecipientSelector = ({
[(r) => r.signingOrder || Number.MAX_SAFE_INTEGER, 'asc'],
[(r) => r.id, 'asc'],
),
] as [RecipientRole, Recipient[]],
] as [RecipientRole, TRecipientLite[]],
);
}, [recipientsByRole]);
const getRecipientLabel = useCallback(
(recipient: Recipient) => {
(recipient: TRecipientLite) => {
if (recipient.name && recipient.email) {
return `${recipient.name} (${recipient.email})`;
}
packages/ui/primitives/template-flow/add-template-fields.tsx
+6 -5
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@@ -4,7 +4,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient } from '@prisma/client';
import type { Field } from '@prisma/client';
import { FieldType, RecipientRole, SendStatus } from '@prisma/client';
import {
CalendarDays,
@@ -31,6 +31,7 @@ import {
type TFieldMetaSchema as FieldMeta,
ZFieldMetaSchema,
} from '@documenso/lib/types/field-meta';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { nanoid } from '@documenso/lib/universal/id';
import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
@@ -75,7 +76,7 @@ const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
export type AddTemplateFieldsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
onSubmit: (_data: TAddTemplateFieldsFormSchema) => void;
onAutoSave: (_data: TAddTemplateFieldsFormSchema) => Promise<void>;
@@ -154,7 +155,7 @@ export const AddTemplateFieldsFormPartial = ({
});
const [selectedField, setSelectedField] = useState<FieldType | null>(null);
const [selectedSigner, setSelectedSigner] = useState<Recipient | null>(null);
const [selectedSigner, setSelectedSigner] = useState<TRecipientLite | null>(null);
const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
const selectedSignerIndex = recipients.findIndex((r) => r.id === selectedSigner?.id);
@@ -491,7 +492,7 @@ export const AddTemplateFieldsFormPartial = ({
}, [recipients]);
const recipientsByRole = useMemo(() => {
const recipientsByRole: Record<RecipientRole, Recipient[]> = {
const recipientsByRole: Record<RecipientRole, TRecipientLite[]> = {
CC: [],
VIEWER: [],
SIGNER: [],
@@ -520,7 +521,7 @@ export const AddTemplateFieldsFormPartial = ({
const recipientsByRoleToDisplay = useMemo(() => {
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
return (Object.entries(recipientsByRole) as [RecipientRole, Recipient[]][]).filter(
return (Object.entries(recipientsByRole) as [RecipientRole, TRecipientLite[]][]).filter(
([role]) =>
role !== RecipientRole.CC &&
role !== RecipientRole.VIEWER &&
packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx
+4 -3
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@@ -7,7 +7,7 @@ import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { TemplateDirectLink } from '@prisma/client';
import { DocumentSigningOrder, type Field, type Recipient, RecipientRole } from '@prisma/client';
import { DocumentSigningOrder, type Field, RecipientRole } from '@prisma/client';
import { motion } from 'framer-motion';
import { GripVerticalIcon, HelpCircle, Link2Icon, Plus, Trash } from 'lucide-react';
import { useFieldArray, useForm } from 'react-hook-form';
@@ -17,6 +17,7 @@ import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/org
import { useSession } from '@documenso/lib/client-only/providers/session';
import { isTemplateRecipientEmailPlaceholder } from '@documenso/lib/constants/template';
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import { nanoid } from '@documenso/lib/universal/id';
import { generateRecipientPlaceholder } from '@documenso/lib/utils/templates';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
@@ -49,12 +50,12 @@ import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-
import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
type AutoSaveResponse = {
recipients: Recipient[];
recipients: TRecipientLite[];
};
export type AddTemplatePlaceholderRecipientsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
signingOrder?: DocumentSigningOrder | null;
allowDictateNextSigner?: boolean;
packages/ui/primitives/template-flow/add-template-settings.tsx
+3 -2
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@@ -3,7 +3,7 @@ import { useEffect } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, useLingui } from '@lingui/react/macro';
import { DocumentVisibility, TeamMemberRole, TemplateType } from '@prisma/client';
import { DocumentDistributionMethod, type Field, type Recipient } from '@prisma/client';
import { DocumentDistributionMethod, type Field } from '@prisma/client';
import { InfoIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
@@ -19,6 +19,7 @@ import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import type { TDocumentMetaDateFormat } from '@documenso/lib/types/document-meta';
import type { TRecipientLite } from '@documenso/lib/types/recipient';
import type { TTemplate } from '@documenso/lib/types/template';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
@@ -81,7 +82,7 @@ import { ZAddTemplateSettingsFormSchema } from './add-template-settings.types';
export type AddTemplateSettingsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
recipients: TRecipientLite[];
fields: Field[];
isDocumentPdfLoaded: boolean;
template: TTemplate;