feat: add envelopes (#2025)

This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
This commit is contained in:
David Nguyen
2025-10-14 21:56:36 +11:00
committed by GitHub
parent 7b17156e56
commit 7f09ba72f4
447 changed files with 33467 additions and 9622 deletions

View File

@ -3,7 +3,6 @@ import { useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { Document } from '@prisma/client';
import { useNavigate } from 'react-router';
import { trpc } from '@documenso/trpc/react';
@ -22,10 +21,10 @@ import { Input } from '@documenso/ui/primitives/input';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type AdminDocumentDeleteDialogProps = {
document: Document;
envelopeId: string;
};
export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialogProps) => {
export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDialogProps) => {
const { _ } = useLingui();
const { toast } = useToast();
@ -42,7 +41,7 @@ export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialo
return;
}
await deleteDocument({ id: document.id, reason });
await deleteDocument({ id: envelopeId, reason });
toast({
title: _(msg`Document deleted`),

View File

@ -57,14 +57,14 @@ export const DocumentDuplicateDialog = ({
const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
trpcReact.document.duplicate.useMutation({
onSuccess: async ({ documentId }) => {
onSuccess: async ({ id }) => {
toast({
title: _(msg`Document Duplicated`),
description: _(msg`Your document has been successfully duplicated.`),
duration: 5000,
});
await navigate(`${documentsPath}/${documentId}/edit`);
await navigate(`${documentsPath}/${id}/edit`);
onOpenChange(false);
},
});

View File

@ -81,7 +81,7 @@ export const DocumentMoveToFolderDialog = ({
},
);
const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
const { mutateAsync: updateDocument } = trpc.document.update.useMutation();
useEffect(() => {
if (!open) {
@ -94,9 +94,11 @@ export const DocumentMoveToFolderDialog = ({
const onSubmit = async (data: TMoveDocumentFormSchema) => {
try {
await moveDocumentToFolder({
await updateDocument({
documentId,
folderId: data.folderId ?? null,
data: {
folderId: data.folderId ?? null,
},
});
const documentsPath = formatDocumentsPath(team.url);

View File

@ -4,15 +4,15 @@ 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 Recipient, SigningStatus } from '@prisma/client';
import { type Recipient, SigningStatus, type Team, type User } from '@prisma/client';
import { History } from 'lucide-react';
import { useForm, useWatch } from 'react-hook-form';
import * as z from 'zod';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import type { Document } from '@documenso/prisma/types/document-legacy-schema';
import { trpc as trpcReact } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
@ -43,7 +43,11 @@ import { StackAvatar } from '../general/stack-avatar';
const FORM_ID = 'resend-email';
export type DocumentResendDialogProps = {
document: TDocumentRow;
document: Pick<Document, 'id' | 'userId' | 'teamId' | 'status'> & {
user: Pick<User, 'id' | 'name' | 'email'>;
recipients: Recipient[];
team: Pick<Team, 'id' | 'url'> | null;
};
recipients: Recipient[];
};

View File

@ -0,0 +1,449 @@
import { useMemo, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import {
DocumentDistributionMethod,
DocumentStatus,
EnvelopeType,
type Field,
FieldType,
type Recipient,
RecipientRole,
} from '@prisma/client';
import { AnimatePresence, motion } from 'framer-motion';
import { InfoIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import * as z from 'zod';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import type { TEnvelope } from '@documenso/lib/types/envelope';
import { formatSigningLink } from '@documenso/lib/utils/recipients';
import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
import { Textarea } from '@documenso/ui/primitives/textarea';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopeDistributeDialogProps = {
envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
recipients: Recipient[];
fields: Field[];
};
trigger?: React.ReactNode;
};
export const ZEnvelopeDistributeFormSchema = z.object({
meta: z.object({
emailId: z.string().nullable(),
emailReplyTo: z.preprocess(
(val) => (val === '' ? undefined : val),
z.string().email().optional(),
),
subject: z.string(),
message: z.string(),
distributionMethod: z
.nativeEnum(DocumentDistributionMethod)
.optional()
.default(DocumentDistributionMethod.EMAIL),
}),
});
export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistributeDialogProps) => {
const organisation = useCurrentOrganisation();
const recipients = envelope.recipients;
const { toast } = useToast();
const { t } = useLingui();
const [isOpen, setIsOpen] = useState(false);
const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
const form = useForm<TEnvelopeDistributeFormSchema>({
defaultValues: {
meta: {
emailId: envelope.documentMeta?.emailId ?? null,
emailReplyTo: envelope.documentMeta?.emailReplyTo || undefined,
subject: envelope.documentMeta?.subject ?? '',
message: envelope.documentMeta?.message ?? '',
distributionMethod:
envelope.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
},
},
resolver: zodResolver(ZEnvelopeDistributeFormSchema),
});
const {
handleSubmit,
setValue,
watch,
formState: { isSubmitting },
} = form;
const { data: emailData, isLoading: isLoadingEmails } =
trpc.enterprise.organisation.email.find.useQuery({
organisationId: organisation.id,
perPage: 100,
});
const emails = emailData?.data || [];
const distributionMethod = watch('meta.distributionMethod');
const everySignerHasSignature = useMemo(
() =>
envelope.recipients
.filter((recipient) => recipient.role === RecipientRole.SIGNER)
.every((recipient) =>
envelope.fields.some(
(field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
),
),
[envelope.recipients, envelope.fields],
);
const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
try {
await distributeEnvelope({ envelopeId: envelope.id, meta });
toast({
title: t`Envelope distributed`,
description: t`Your envelope has been distributed successfully.`,
duration: 5000,
});
setIsOpen(false);
} catch (err) {
toast({
title: t`Something went wrong`,
description: t`This envelope could not be distributed at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
return null;
}
return (
<Dialog open={isOpen} onOpenChange={setIsOpen}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
<DialogContent className="max-w-md" hideClose>
<DialogHeader>
<DialogTitle>
<Trans>Send Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Recipients will be able to sign the document once sent</Trans>
</DialogDescription>
</DialogHeader>
{everySignerHasSignature ? (
<Form {...form}>
<form onSubmit={handleSubmit(onFormSubmit)}>
<fieldset disabled={isSubmitting}>
<Tabs
onValueChange={(value) =>
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
setValue('meta.distributionMethod', value as DocumentDistributionMethod)
}
value={distributionMethod}
className="mb-2"
>
<TabsList className="w-full">
<TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
Email
</TabsTrigger>
<TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
None
</TabsTrigger>
</TabsList>
</Tabs>
<div className="min-h-72">
<AnimatePresence initial={false} mode="wait">
{distributionMethod === DocumentDistributionMethod.EMAIL && (
<motion.div
key={'Emails'}
initial={{ opacity: 0, y: 5 }}
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
exit={{ opacity: 0, transition: { duration: 0.15 } }}
>
<Form {...form}>
<fieldset
className="mt-2 flex flex-col gap-y-4 rounded-lg"
disabled={form.formState.isSubmitting}
>
{organisation.organisationClaim.flags.emailDomains && (
<FormField
control={form.control}
name="meta.emailId"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Email Sender</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value}
onValueChange={(value) =>
field.onChange(value === '-1' ? null : value)
}
>
<SelectTrigger
loading={isLoadingEmails}
className="bg-background"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
{emails.map((email) => (
<SelectItem key={email.id} value={email.id}>
{email.email}
</SelectItem>
))}
<SelectItem value={'-1'}>Documenso</SelectItem>
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name="meta.emailReplyTo"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Reply To Email</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
</FormLabel>
<FormControl>
<Input {...field} maxLength={254} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.subject"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Subject</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
</FormLabel>
<FormControl>
<Input {...field} maxLength={255} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.message"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Message</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground p-4">
<DocumentSendEmailMessageHelper />
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Textarea
className="bg-background mt-2 h-16 resize-none"
{...field}
maxLength={5000}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</fieldset>
</Form>
</motion.div>
)}
{distributionMethod === DocumentDistributionMethod.NONE && (
<motion.div
key={'Links'}
initial={{ opacity: 0, y: 5 }}
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
exit={{ opacity: 0, transition: { duration: 0.15 } }}
className="min-h-60 rounded-lg border"
>
{envelope.status === DocumentStatus.DRAFT ? (
<div className="text-muted-foreground py-24 text-center text-sm">
<p>
<Trans>We won't send anything to notify recipients.</Trans>
</p>
<p className="mt-2">
<Trans>
We will generate signing links for you, which you can send to the
recipients through your method of choice.
</Trans>
</p>
</div>
) : (
<ul className="text-muted-foreground divide-y">
{recipients.length === 0 && (
<li className="flex flex-col items-center justify-center py-6 text-sm">
<Trans>No recipients</Trans>
</li>
)}
{recipients.map((recipient) => (
<li
key={recipient.id}
className="flex items-center justify-between px-4 py-3 text-sm"
>
<AvatarWithText
avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
primaryText={
<p className="text-muted-foreground text-sm">
{recipient.email}
</p>
}
secondaryText={
<p className="text-muted-foreground/70 text-xs">
{t(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
}
/>
{recipient.role !== RecipientRole.CC && (
<CopyTextButton
value={formatSigningLink(recipient.token)}
onCopySuccess={() => {
toast({
title: t`Copied to clipboard`,
description: t`The signing link has been copied to your clipboard.`,
});
}}
badgeContentUncopied={
<p className="ml-1 text-xs">
<Trans>Copy</Trans>
</p>
}
badgeContentCopied={
<p className="ml-1 text-xs">
<Trans>Copied</Trans>
</p>
}
/>
)}
</li>
))}
</ul>
)}
</motion.div>
)}
</AnimatePresence>
</div>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isSubmitting}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button loading={isSubmitting} type="submit">
{distributionMethod === DocumentDistributionMethod.EMAIL ? (
<Trans>Send</Trans>
) : (
<Trans>Generate Links</Trans>
)}
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
) : (
<>
<Alert variant="warning">
<AlertDescription>
<Trans>
Some signers have not been assigned a signature field. Please assign at least 1
signature field to each signer before proceeding.
</Trans>
</AlertDescription>
</Alert>
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary">
<Trans>Close</Trans>
</Button>
</DialogClose>
</DialogFooter>
</>
)}
</DialogContent>
</Dialog>
);
};

View File

@ -0,0 +1,113 @@
import { useState } from 'react';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { EnvelopeType } from '@prisma/client';
import { useNavigate } from 'react-router';
import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
type EnvelopeDuplicateDialogProps = {
envelopeId: string;
envelopeType: EnvelopeType;
trigger?: React.ReactNode;
};
export const EnvelopeDuplicateDialog = ({
envelopeId,
envelopeType,
trigger,
}: EnvelopeDuplicateDialogProps) => {
const navigate = useNavigate();
const [open, setOpen] = useState(false);
const { toast } = useToast();
const { t } = useLingui();
const team = useCurrentTeam();
const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
trpc.envelope.duplicate.useMutation({
onSuccess: async ({ duplicatedEnvelopeId }) => {
toast({
title: t`Envelope Duplicated`,
description: t`Your envelope has been successfully duplicated.`,
duration: 5000,
});
const path =
envelopeType === EnvelopeType.DOCUMENT
? formatDocumentsPath(team.url)
: formatTemplatesPath(team.url);
await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
setOpen(false);
},
});
const onDuplicate = async () => {
try {
await duplicateEnvelope({ envelopeId });
} catch {
toast({
title: t`Something went wrong`,
description: t`This document could not be duplicated at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
return (
<Dialog open={open} onOpenChange={(value) => !isDuplicating && setOpen(value)}>
{trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
<DialogContent>
{envelopeType === EnvelopeType.DOCUMENT ? (
<DialogHeader>
<DialogTitle>
<Trans>Duplicate Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>This document will be duplicated.</Trans>
</DialogDescription>
</DialogHeader>
) : (
<DialogHeader>
<DialogTitle>
<Trans>Duplicate Template</Trans>
</DialogTitle>
<DialogDescription>
<Trans>This template will be duplicated.</Trans>
</DialogDescription>
</DialogHeader>
)}
<DialogFooter>
<Button type="button" variant="secondary" disabled={isDuplicating}>
<Trans>Cancel</Trans>
</Button>
<Button type="button" loading={isDuplicating} onClick={onDuplicate}>
<Trans>Duplicate</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
};

View File

@ -0,0 +1,134 @@
import { useState } from 'react';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { trpc } from '@documenso/trpc/react';
import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type EnvelopeItemDeleteDialogProps = {
canItemBeDeleted: boolean;
envelopeId: string;
envelopeItemId: string;
envelopeItemTitle: string;
onDelete?: (envelopeItemId: string) => void;
trigger?: React.ReactNode;
};
export const EnvelopeItemDeleteDialog = ({
trigger,
canItemBeDeleted,
envelopeId,
envelopeItemId,
envelopeItemTitle,
onDelete,
}: EnvelopeItemDeleteDialogProps) => {
const [open, setOpen] = useState(false);
const { t } = useLingui();
const { toast } = useToast();
const { mutateAsync: deleteEnvelopeItem, isPending: isDeleting } =
trpc.envelope.item.delete.useMutation({
onSuccess: () => {
toast({
title: t`Success`,
description: t`You have successfully removed this envelope item.`,
duration: 5000,
});
onDelete?.(envelopeItemId);
setOpen(false);
},
onError: () => {
toast({
title: t`An unknown error occurred`,
description: t`We encountered an unknown error while attempting to remove this envelope item. Please try again later.`,
variant: 'destructive',
duration: 10000,
});
},
});
return (
<Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
{canItemBeDeleted ? (
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Are you sure?</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
You are about to remove the following document and all associated fields
</Trans>
</DialogDescription>
</DialogHeader>
<Alert variant="neutral">
<AlertDescription className="text-center font-semibold">
{envelopeItemTitle}
</AlertDescription>
</Alert>
<fieldset disabled={isDeleting}>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="submit"
variant="destructive"
loading={isDeleting}
onClick={async () =>
deleteEnvelopeItem({
envelopeId,
envelopeItemId,
})
}
>
<Trans>Delete</Trans>
</Button>
</DialogFooter>
</fieldset>
</DialogContent>
) : (
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>This item cannot be deleted</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
You cannot delete this item because the document has been sent to recipients
</Trans>
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Close</Trans>
</Button>
</DialogFooter>
</DialogContent>
)}
</Dialog>
);
};

View File

@ -0,0 +1,187 @@
import { useEffect, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, EnvelopeType, type Recipient, SigningStatus } from '@prisma/client';
import { useForm } from 'react-hook-form';
import * as z from 'zod';
import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
import type { TEnvelope } from '@documenso/lib/types/envelope';
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import { trpc as trpcReact } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
} from '@documenso/ui/primitives/form/form';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { StackAvatar } from '../general/stack-avatar';
export type EnvelopeRedistributeDialogProps = {
envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
recipients: Recipient[];
};
trigger?: React.ReactNode;
};
export const ZEnvelopeRedistributeFormSchema = z.object({
recipients: z.array(z.number()).min(1, {
message: msg`You must select at least one item`.id,
}),
});
export type TEnvelopeRedistributeFormSchema = z.infer<typeof ZEnvelopeRedistributeFormSchema>;
export const EnvelopeRedistributeDialog = ({
envelope,
trigger,
}: EnvelopeRedistributeDialogProps) => {
const recipients = envelope.recipients;
const { toast } = useToast();
const { t } = useLingui();
const [isOpen, setIsOpen] = useState(false);
const { mutateAsync: redistributeEnvelope } = trpcReact.envelope.redistribute.useMutation();
const form = useForm<TEnvelopeRedistributeFormSchema>({
defaultValues: {
recipients: [],
},
resolver: zodResolver(ZEnvelopeRedistributeFormSchema),
});
const {
handleSubmit,
formState: { isSubmitting },
} = form;
const onFormSubmit = async ({ recipients }: TEnvelopeRedistributeFormSchema) => {
try {
await redistributeEnvelope({ envelopeId: envelope.id, recipients });
toast({
title: t`Envelope resent`,
description: t`Your envelope has been resent successfully.`,
duration: 5000,
});
setIsOpen(false);
} catch (err) {
toast({
title: t`Something went wrong`,
description: t`This envelope could not be resent at this time. Please try again.`,
variant: 'destructive',
duration: 7500,
});
}
};
useEffect(() => {
if (!isOpen) {
form.reset();
}
}, [isOpen]);
if (envelope.status !== DocumentStatus.PENDING || envelope.type !== EnvelopeType.DOCUMENT) {
return null;
}
return (
<Dialog open={isOpen} onOpenChange={setIsOpen}>
<DialogTrigger asChild>{trigger}</DialogTrigger>
<DialogContent className="max-w-md" hideClose>
<DialogHeader>
<DialogTitle>
<Trans>Resend Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Send reminders to the following recipients</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={handleSubmit(onFormSubmit)}>
<fieldset disabled={isSubmitting}>
<FormField
control={form.control}
name="recipients"
render={({ field: { value, onChange } }) => (
<>
{recipients
.filter((recipient) => recipient.signingStatus === SigningStatus.NOT_SIGNED)
.map((recipient) => (
<FormItem
key={recipient.id}
className="flex flex-row items-center justify-between gap-x-3 px-3"
>
<FormLabel
className={cn('my-2 flex items-center gap-2 font-normal', {
'opacity-50': !value.includes(recipient.id),
})}
>
<StackAvatar
key={recipient.id}
type={getRecipientType(recipient)}
fallbackText={recipientAbbreviation(recipient)}
/>
{recipient.email}
</FormLabel>
<FormControl>
<Checkbox
className="h-5 w-5 rounded-full"
value={recipient.id}
checked={value.includes(recipient.id)}
onCheckedChange={(checked: boolean) =>
checked
? onChange([...value, recipient.id])
: onChange(value.filter((v) => v !== recipient.id))
}
/>
</FormControl>
</FormItem>
))}
</>
)}
/>
<DialogFooter className="mt-4">
<DialogClose asChild>
<Button type="button" variant="secondary" disabled={isSubmitting}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button loading={isSubmitting} type="submit">
<Trans>Send reminder</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
};

View File

@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Plural, Trans } from '@lingui/react/macro';
import type { Template, TemplateDirectLink } from '@prisma/client';
import { TemplateType } from '@prisma/client';
import { type TemplateDirectLink, TemplateType } from '@prisma/client';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { CheckCircle2Icon, CircleIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { P, match } from 'ts-pattern';
import { z } from 'zod';
import { type Template } from '@documenso/prisma/types/template-legacy-schema';
import { trpc } from '@documenso/trpc/react';
import {
MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH,
@ -52,7 +52,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
export type ManagePublicTemplateDialogProps = {
directTemplates: (Template & {
directTemplates: (Omit<Template, 'templateDocumentDataId'> & {
directLink: Pick<TemplateDirectLink, 'token' | 'enabled'>;
})[];
initialTemplateId?: number | null;

View File

@ -0,0 +1,117 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import type { TDropdownFieldMeta } from '@documenso/lib/types/field-meta';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
const ZSignFieldDropdownFormSchema = z.object({
dropdown: z.string().min(1, { message: msg`Option is required`.id }),
});
type TSignFieldDropdownFormSchema = z.infer<typeof ZSignFieldDropdownFormSchema>;
export type SignFieldDropdownDialogProps = {
fieldMeta: TDropdownFieldMeta;
};
export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogProps, string | null>(
({ call, fieldMeta }) => {
const { t } = useLingui();
const values = fieldMeta.values?.map((value) => value.value) ?? [];
const form = useForm<TSignFieldDropdownFormSchema>({
resolver: zodResolver(ZSignFieldDropdownFormSchema),
defaultValues: {
dropdown: fieldMeta.defaultValue,
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Dropdown Field</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Select a value to sign into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.dropdown))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="dropdown"
render={({ field }) => (
<FormItem>
<FormControl>
<Select {...field} onValueChange={field.onChange}>
<SelectTrigger className="bg-background">
<SelectValue placeholder={t`Select an option`} />
</SelectTrigger>
<SelectContent>
{values.map((value, i) => (
<SelectItem key={i} value={value}>
{value}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,91 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
const ZSignFieldEmailFormSchema = z.object({
email: z.string().min(1, { message: msg`Email is required`.id }),
});
type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
export type SignFieldEmailDialogProps = Record<string, never>;
export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
({ call }) => {
const form = useForm<TSignFieldEmailFormSchema>({
resolver: zodResolver(ZSignFieldEmailFormSchema),
defaultValues: {
email: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Email</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Sign your email into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.email))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="email"
render={({ field }) => (
<FormItem>
<FormControl>
<Input {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,97 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
const ZSignFieldInitialsFormSchema = z.object({
initials: z.string().min(1, { message: msg`Initials are required`.id }),
});
type TSignFieldInitialsFormSchema = z.infer<typeof ZSignFieldInitialsFormSchema>;
export type SignFieldInitialsDialogProps = {
//
};
export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogProps, string | null>(
({ call }) => {
const form = useForm<TSignFieldInitialsFormSchema>({
resolver: zodResolver(ZSignFieldInitialsFormSchema),
defaultValues: {
initials: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Initials</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Sign your initials into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.initials))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="initials"
render={({ field }) => (
<FormItem>
<FormLabel required>
<Trans>Initials</Trans>
</FormLabel>
<FormControl>
<Input {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,93 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
const ZSignFieldNameFormSchema = z.object({
name: z.string().min(1, { message: msg`Name is required`.id }),
});
type TSignFieldNameFormSchema = z.infer<typeof ZSignFieldNameFormSchema>;
export type SignFieldNameDialogProps = {
//
};
export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, string | null>(
({ call }) => {
const form = useForm<TSignFieldNameFormSchema>({
resolver: zodResolver(ZSignFieldNameFormSchema),
defaultValues: {
name: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Name</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Sign your full name into the field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.name))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="name"
render={({ field }) => (
<FormItem>
<FormControl>
<Input {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,144 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import type { TNumberFieldMeta } from '@documenso/lib/types/field-meta';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
let schema = z.coerce.number({
invalid_type_error: msg`Please enter a valid number`.id, // Todo: Envelopes - Check that this works
});
const { numberFormat, minValue, maxValue } = fieldMeta;
if (typeof minValue === 'number') {
schema = schema.min(minValue);
}
if (typeof maxValue === 'number') {
schema = schema.max(maxValue);
}
if (numberFormat) {
const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
if (!foundRegex) {
return schema;
}
return schema.refine(
(value) => {
return foundRegex.test(value.toString());
},
{
message: `Number needs to be formatted as ${numberFormat}`,
// Todo: Envelopes
// message: msg`Number needs to be formatted as ${numberFormat}`.id,
},
);
}
return schema;
};
export type SignFieldNumberDialogProps = {
fieldMeta: TNumberFieldMeta;
};
export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
({ call, fieldMeta }) => {
const { t } = useLingui();
const ZSignFieldNumberFormSchema = z.object({
number: createNumberFieldSchema(fieldMeta),
});
const form = useForm<z.infer<typeof ZSignFieldNumberFormSchema>>({
resolver: zodResolver(ZSignFieldNumberFormSchema),
defaultValues: {
number: undefined,
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Number Field</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Insert a value into the number field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.number))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="number"
render={({ field, fieldState }) => (
<FormItem>
{fieldMeta.label && <FormLabel>{fieldMeta.label}</FormLabel>}
<FormControl>
<Input
placeholder={fieldMeta.placeholder ?? t`Enter your number here`}
className={cn('w-full rounded-md', {
'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
fieldState.error,
})}
{...field}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,76 @@
import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
export type SignFieldSignatureDialogProps = {
initialSignature?: string;
typedSignatureEnabled?: boolean;
uploadSignatureEnabled?: boolean;
drawSignatureEnabled?: boolean;
};
export const SignFieldSignatureDialog = createCallable<
SignFieldSignatureDialogProps,
string | null
>(
({
call,
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
initialSignature,
}) => {
const [localSignature, setLocalSignature] = useState(initialSignature);
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<div>
<DialogHeader>
<DialogTitle>
<Trans>Sign Signature Field</Trans>
</DialogTitle>
</DialogHeader>
<SignaturePad
value={localSignature ?? ''}
onChange={({ value }) => setLocalSignature(value)}
typedSignatureEnabled={typedSignatureEnabled}
uploadSignatureEnabled={uploadSignatureEnabled}
drawSignatureEnabled={drawSignatureEnabled}
/>
</div>
<DocumentSigningDisclosure />
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
disabled={!localSignature}
onClick={() => call.end(localSignature || null)}
>
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
},
);

View File

@ -0,0 +1,120 @@
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Plural, useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { createCallable } from 'react-call';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import type { TTextFieldMeta } from '@documenso/lib/types/field-meta';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Textarea } from '@documenso/ui/primitives/textarea';
const ZSignFieldTextFormSchema = z.object({
text: z.string().min(1, { message: msg`Text is required`.id }),
});
type TSignFieldTextFormSchema = z.infer<typeof ZSignFieldTextFormSchema>;
export type SignFieldTextDialogProps = {
fieldMeta?: TTextFieldMeta;
};
export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, string | null>(
({ call, fieldMeta }) => {
const { t } = useLingui();
const form = useForm<TSignFieldTextFormSchema>({
resolver: zodResolver(ZSignFieldTextFormSchema),
defaultValues: {
text: '',
},
});
return (
<Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Sign Text Field</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>Insert a value into the text field</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit((data) => call.end(data.text))}>
<fieldset
className="flex h-full flex-col space-y-4"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="text"
render={({ field, fieldState }) => (
<FormItem>
{fieldMeta?.label && <FormLabel>{fieldMeta?.label}</FormLabel>}
<FormControl>
<Textarea
id="custom-text"
placeholder={fieldMeta?.placeholder ?? t`Enter your text here`}
className={cn('w-full rounded-md', {
'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
fieldState.error,
})}
{...field}
/>
</FormControl>
<FormMessage />
{fieldMeta?.characterLimit !== undefined &&
fieldMeta?.characterLimit > 0 &&
!fieldState.error && (
<div className="text-muted-foreground text-sm">
<Plural
value={fieldMeta?.characterLimit - (field.value?.length ?? 0)}
one="# character remaining"
other="# characters remaining"
/>
</div>
)}
</FormItem>
)}
/>
<DialogFooter>
<Button type="button" variant="secondary" onClick={() => call.end(null)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit">
<Trans>Sign</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
},
);

View File

@ -44,7 +44,9 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
const [isUploadingFile, setIsUploadingFile] = useState(false);
const onFileDrop = async (file: File) => {
const onFileDrop = async (files: File[]) => {
const file = files[0];
if (isUploadingFile) {
return;
}
@ -54,7 +56,7 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
try {
const response = await putPdfFile(file);
const { id } = await createTemplate({
const { legacyTemplateId: id } = await createTemplate({
title: file.name,
templateDocumentDataId: response.id,
folderId: folderId,

View File

@ -1,46 +0,0 @@
import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
import { LinkIcon } from 'lucide-react';
import { Button } from '@documenso/ui/primitives/button';
import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
export type TemplateDirectLinkDialogWrapperProps = {
template: Template & { directLink?: TemplateDirectLink | null; recipients: Recipient[] };
};
export const TemplateDirectLinkDialogWrapper = ({
template,
}: TemplateDirectLinkDialogWrapperProps) => {
const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
return (
<div>
<Button
variant="outline"
className="px-3"
onClick={(e) => {
e.preventDefault();
setTemplateDirectLinkOpen(true);
}}
>
<LinkIcon className="mr-1.5 h-3.5 w-3.5" />
{template.directLink ? (
<Trans>Manage Direct Link</Trans>
) : (
<Trans>Create Direct Link</Trans>
)}
</Button>
<TemplateDirectLinkDialog
template={template}
open={isTemplateDirectLinkOpen}
onOpenChange={setTemplateDirectLinkOpen}
/>
</div>
);
};

View File

@ -3,13 +3,15 @@ import { useEffect, useMemo, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { type Recipient, RecipientRole, type TemplateDirectLink } from '@prisma/client';
import {
type Recipient,
RecipientRole,
type Template,
type TemplateDirectLink,
} from '@prisma/client';
import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
CircleDotIcon,
CircleIcon,
ClipboardCopyIcon,
InfoIcon,
LinkIcon,
LoaderIcon,
} from 'lucide-react';
import { Link, useRevalidator } from 'react-router';
import { P, match } from 'ts-pattern';
@ -31,6 +33,7 @@ import {
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
@ -47,20 +50,19 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
import { useToast } from '@documenso/ui/primitives/use-toast';
type TemplateDirectLinkDialogProps = {
template: Template & {
directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
recipients: Recipient[];
};
open: boolean;
onOpenChange: (_open: boolean) => void;
templateId: number;
directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
recipients: Recipient[];
trigger?: React.ReactNode;
};
type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
export const TemplateDirectLinkDialog = ({
template,
open,
onOpenChange,
templateId,
directLink,
recipients,
trigger,
}: TemplateDirectLinkDialogProps) => {
const { toast } = useToast();
const { quota, remaining } = useLimits();
@ -69,8 +71,9 @@ export const TemplateDirectLinkDialog = ({
const [, copy] = useCopyToClipboard();
const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
const [token, setToken] = useState(template.directLink?.token ?? null);
const [open, setOpen] = useState(false);
const [isEnabled, setIsEnabled] = useState(directLink?.enabled ?? false);
const [token, setToken] = useState(directLink?.token ?? null);
const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
token ? 'MANAGE' : 'ONBOARD',
@ -80,11 +83,11 @@ export const TemplateDirectLinkDialog = ({
const validDirectTemplateRecipients = useMemo(
() =>
template.recipients.filter(
recipients.filter(
(recipient) =>
recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
),
[template.recipients],
[recipients],
);
const {
@ -140,7 +143,7 @@ export const TemplateDirectLinkDialog = ({
onSuccess: async () => {
await revalidate();
onOpenChange(false);
setOpen(false);
setToken(null);
toast({
@ -178,7 +181,7 @@ export const TemplateDirectLinkDialog = ({
setSelectedRecipientId(recipientId);
await createTemplateDirectLink({
templateId: template.id,
templateId,
directRecipientId: recipientId,
});
};
@ -195,300 +198,311 @@ export const TemplateDirectLinkDialog = ({
}, [open]);
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
<fieldset disabled={isLoading} className="relative">
<AnimateGenericFadeInOut motionKey={currentStep}>
{match({ token, currentStep })
.with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Create Direct Signing Link</Trans>
</DialogTitle>
<Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
<DialogTrigger asChild>
{trigger || (
<Button variant="outline" className="px-3">
<LinkIcon className="mr-1.5 h-3.5 w-3.5" />
<DialogDescription>
<Trans>Here's how it works:</Trans>
</DialogDescription>
</DialogHeader>
{directLink ? <Trans>Manage Direct Link</Trans> : <Trans>Create Direct Link</Trans>}
</Button>
)}
</DialogTrigger>
<DialogContent hideClose>
<fieldset disabled={isLoading} className="relative">
<AnimateGenericFadeInOut motionKey={currentStep}>
{match({ token, currentStep })
.with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Create Direct Signing Link</Trans>
</DialogTitle>
<ul className="mt-4 space-y-4 pl-12">
{DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
<li className="relative" key={index}>
<div className="absolute -left-12">
<div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
{index + 1}
<DialogDescription>
<Trans>Here's how it works:</Trans>
</DialogDescription>
</DialogHeader>
<ul className="mt-4 space-y-4 pl-12">
{DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
<li className="relative" key={index}>
<div className="absolute -left-12">
<div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
{index + 1}
</div>
</div>
</div>
<h3 className="font-semibold">{_(step.title)}</h3>
<p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
</li>
))}
</ul>
<h3 className="font-semibold">{_(step.title)}</h3>
<p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
</li>
))}
</ul>
{remaining.directTemplates === 0 && (
<Alert variant="warning">
<AlertTitle>
<Trans>
Direct template link usage exceeded ({quota.directTemplates}/
{quota.directTemplates})
</Trans>
</AlertTitle>
<AlertDescription>
<Trans>
You have reached the maximum limit of {quota.directTemplates} direct
templates.{' '}
<Link
className="mt-1 block underline underline-offset-4"
to={`/o/${organisation.url}/settings/billing`}
>
Upgrade your account to continue!
</Link>
</Trans>
</AlertDescription>
</Alert>
)}
{remaining.directTemplates === 0 && (
<Alert variant="warning">
<AlertTitle>
<Trans>
Direct template link usage exceeded ({quota.directTemplates}/
{quota.directTemplates})
</Trans>
</AlertTitle>
<AlertDescription>
<Trans>
You have reached the maximum limit of {quota.directTemplates} direct
templates.{' '}
<Link
className="mt-1 block underline underline-offset-4"
to={`/o/${organisation.url}/settings/billing`}
>
Upgrade your account to continue!
</Link>
</Trans>
</AlertDescription>
</Alert>
)}
{remaining.directTemplates !== 0 && (
<DialogFooter className="mx-auto mt-4">
<Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
<Trans> Enable direct link signing</Trans>
</Button>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
<DialogContent className="relative">
{isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
<div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
<LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
</div>
)}
<DialogHeader>
<DialogTitle>
<Trans>Choose Direct Link Recipient</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Choose an existing recipient from below to continue</Trans>
</DialogDescription>
</DialogHeader>
<div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
<Table>
<TableHeader>
<TableRow>
<TableHead>
<Trans>Recipient</Trans>
</TableHead>
<TableHead>
<Trans>Role</Trans>
</TableHead>
<TableHead></TableHead>
</TableRow>
</TableHeader>
<TableBody>
{validDirectTemplateRecipients.length === 0 && (
<TableRow>
<TableCell colSpan={3} className="h-16 text-center">
<p className="text-muted-foreground">
<Trans>No valid recipients found</Trans>
</p>
</TableCell>
</TableRow>
)}
{validDirectTemplateRecipients.map((row) => (
<TableRow
className="cursor-pointer"
key={row.id}
onClick={async () => onRecipientTableRowClick(row.id)}
>
<TableCell>
<div className="text-muted-foreground text-sm">
<p>{row.name}</p>
<p className="text-muted-foreground/70 text-xs">{row.email}</p>
</div>
</TableCell>
<TableCell className="text-muted-foreground text-sm">
{_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
</TableCell>
<TableCell>
{selectedRecipientId === row.id ? (
<CircleDotIcon className="h-5 w-5 text-neutral-300" />
) : (
<CircleIcon className="h-5 w-5 text-neutral-300" />
)}
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</div>
{/* Prevent creating placeholder direct template recipient if the email already exists. */}
{!template.recipients.some(
(recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
) && (
<DialogFooter className="mx-auto">
<div className="flex flex-col items-center justify-center">
{validDirectTemplateRecipients.length !== 0 && (
<p className="text-muted-foreground text-sm">
<Trans>Or</Trans>
</p>
)}
<Button
type="button"
className="mt-2"
loading={isCreatingTemplateDirectLink && !selectedRecipientId}
onClick={async () =>
createTemplateDirectLink({
templateId: template.id,
})
}
>
<Trans>Create one automatically</Trans>
{remaining.directTemplates !== 0 && (
<DialogFooter className="mx-auto mt-4">
<Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
<Trans> Enable direct link signing</Trans>
</Button>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
<DialogContent className="relative">
{isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
<div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
<LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
</div>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Direct Link Signing</Trans>
</DialogTitle>
)}
<DialogDescription>
<Trans>Manage the direct link signing for this template</Trans>
</DialogDescription>
</DialogHeader>
<DialogHeader>
<DialogTitle>
<Trans>Choose Direct Link Recipient</Trans>
</DialogTitle>
<div>
<div className="flex flex-row items-center justify-between">
<Label className="flex flex-row">
<Trans>Enable Direct Link Signing</Trans>
<Tooltip>
<TooltipTrigger tabIndex={-1} className="ml-2">
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<Trans>
Disabling direct link signing will prevent anyone from accessing the
link.
</Trans>
</TooltipContent>
</Tooltip>
</Label>
<DialogDescription>
<Trans>Choose an existing recipient from below to continue</Trans>
</DialogDescription>
</DialogHeader>
<Switch
className="mt-2"
checked={isEnabled}
onCheckedChange={(value) => setIsEnabled(value)}
/>
<div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
<Table>
<TableHeader>
<TableRow>
<TableHead>
<Trans>Recipient</Trans>
</TableHead>
<TableHead>
<Trans>Role</Trans>
</TableHead>
<TableHead></TableHead>
</TableRow>
</TableHeader>
<TableBody>
{validDirectTemplateRecipients.length === 0 && (
<TableRow>
<TableCell colSpan={3} className="h-16 text-center">
<p className="text-muted-foreground">
<Trans>No valid recipients found</Trans>
</p>
</TableCell>
</TableRow>
)}
{validDirectTemplateRecipients.map((row) => (
<TableRow
className="cursor-pointer"
key={row.id}
onClick={async () => onRecipientTableRowClick(row.id)}
>
<TableCell>
<div className="text-muted-foreground text-sm">
<p>{row.name}</p>
<p className="text-muted-foreground/70 text-xs">{row.email}</p>
</div>
</TableCell>
<TableCell className="text-muted-foreground text-sm">
{_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
</TableCell>
<TableCell>
{selectedRecipientId === row.id ? (
<CircleDotIcon className="h-5 w-5 text-neutral-300" />
) : (
<CircleIcon className="h-5 w-5 text-neutral-300" />
)}
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</div>
<div className="mt-2">
<Label htmlFor="copy-direct-link">
<Trans>Copy Shareable Link</Trans>
</Label>
{/* Prevent creating placeholder direct template recipient if the email already exists. */}
{!recipients.some(
(recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
) && (
<DialogFooter className="mx-auto">
<div className="flex flex-col items-center justify-center">
{validDirectTemplateRecipients.length !== 0 && (
<p className="text-muted-foreground text-sm">
<Trans>Or</Trans>
</p>
)}
<div className="relative mt-1">
<Input
id="copy-direct-link"
disabled
value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
readOnly
className="pr-12"
/>
<div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
<Button
variant="none"
type="button"
className="h-8 w-8"
onClick={() => void onCopyClick(token)}
className="mt-2"
loading={isCreatingTemplateDirectLink && !selectedRecipientId}
onClick={async () =>
createTemplateDirectLink({
templateId,
})
}
>
<ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
<Trans>Create one automatically</Trans>
</Button>
</div>
</DialogFooter>
)}
</DialogContent>
))
.with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Direct Link Signing</Trans>
</DialogTitle>
<DialogDescription>
<Trans>Manage the direct link signing for this template</Trans>
</DialogDescription>
</DialogHeader>
<div>
<div className="flex flex-row items-center justify-between">
<Label className="flex flex-row">
<Trans>Enable Direct Link Signing</Trans>
<Tooltip>
<TooltipTrigger tabIndex={-1} className="ml-2">
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<Trans>
Disabling direct link signing will prevent anyone from accessing the
link.
</Trans>
</TooltipContent>
</Tooltip>
</Label>
<Switch
className="mt-2"
checked={isEnabled}
onCheckedChange={(value) => setIsEnabled(value)}
/>
</div>
<div className="mt-2">
<Label htmlFor="copy-direct-link">
<Trans>Copy Shareable Link</Trans>
</Label>
<div className="relative mt-1">
<Input
id="copy-direct-link"
disabled
value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
readOnly
className="pr-12"
/>
<div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
<Button
variant="none"
type="button"
className="h-8 w-8"
onClick={() => void onCopyClick(token)}
>
<ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
</Button>
</div>
</div>
</div>
</div>
</div>
<DialogFooter className="mt-4">
<Button
type="button"
variant="destructive"
className="mr-auto w-full sm:w-auto"
loading={isDeletingTemplateDirectLink}
onClick={() => setCurrentStep('CONFIRM_DELETE')}
>
<Trans>Remove</Trans>
</Button>
<DialogFooter className="mt-4">
<Button
type="button"
variant="destructive"
className="mr-auto w-full sm:w-auto"
loading={isDeletingTemplateDirectLink}
onClick={() => setCurrentStep('CONFIRM_DELETE')}
>
<Trans>Remove</Trans>
</Button>
<Button
type="button"
loading={isTogglingTemplateAccess}
onClick={async () => {
await toggleTemplateDirectLink({
templateId: template.id,
enabled: isEnabled,
}).catch(() => null);
<Button
type="button"
loading={isTogglingTemplateAccess}
onClick={async () => {
await toggleTemplateDirectLink({
templateId,
enabled: isEnabled,
}).catch(() => null);
onOpenChange(false);
}}
>
<Trans>Save</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Are you sure?</Trans>
</DialogTitle>
setOpen(false);
}}
>
<Trans>Save</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
<DialogContent className="relative">
<DialogHeader>
<DialogTitle>
<Trans>Are you sure?</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Please note that proceeding will remove direct linking recipient and turn it
into a placeholder.
</Trans>
</DialogDescription>
</DialogHeader>
<DialogDescription>
<Trans>
Please note that proceeding will remove direct linking recipient and turn it
into a placeholder.
</Trans>
</DialogDescription>
</DialogHeader>
<DialogFooter>
<Button
type="button"
variant="secondary"
onClick={() => setCurrentStep('MANAGE')}
>
<Trans>Cancel</Trans>
</Button>
<DialogFooter>
<Button
type="button"
variant="secondary"
onClick={() => setCurrentStep('MANAGE')}
>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
variant="destructive"
loading={isDeletingTemplateDirectLink}
onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
>
<Trans>Confirm</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.otherwise(() => null)}
</AnimateGenericFadeInOut>
</fieldset>
<Button
type="button"
variant="destructive"
loading={isDeletingTemplateDirectLink}
onClick={() => void deleteTemplateDirectLink({ templateId })}
>
<Trans>Confirm</Trans>
</Button>
</DialogFooter>
</DialogContent>
))
.otherwise(() => null)}
</AnimateGenericFadeInOut>
</fieldset>
</DialogContent>
</Dialog>
);
};

View File

@ -83,7 +83,7 @@ export function TemplateMoveToFolderDialog({
},
);
const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
const { mutateAsync: updateTemplate } = trpc.template.updateTemplate.useMutation();
useEffect(() => {
if (!isOpen) {
@ -96,9 +96,11 @@ export function TemplateMoveToFolderDialog({
const onSubmit = async (data: TMoveTemplateFormSchema) => {
try {
await moveTemplateToFolder({
await updateTemplate({
templateId,
folderId: data.folderId ?? null,
data: {
folderId: data.folderId ?? null,
},
});
toast({

View File

@ -384,6 +384,7 @@ export function TemplateUseDialog({
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="useCustomDocument"
>
{/* Todo: Envelopes - How will this work? */}
<Trans>Upload custom document</Trans>
<Tooltip>
<TooltipTrigger type="button">