feat: add empty emails for envelopes (#2267)

This commit is contained in:
David Nguyen
2025-12-06 13:38:10 +11:00
committed by GitHub
parent f80aa4bf72
commit b51f562224
37 changed files with 1018 additions and 215 deletions
@@ -19,6 +19,7 @@ import * as z from 'zod';
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { cn } from '@documenso/ui/lib/utils';
@@ -129,18 +130,43 @@ export const EnvelopeDistributeDialog = ({
const distributionMethod = watch('meta.distributionMethod');
const recipientsWithIndex = useMemo(
() =>
envelope.recipients.map((recipient, index) => ({
...recipient,
index,
})),
[envelope.recipients],
);
const recipientsMissingSignatureFields = useMemo(
() =>
envelope.recipients.filter(
recipientsWithIndex.filter(
(recipient) =>
recipient.role === RecipientRole.SIGNER &&
!envelope.fields.some(
(field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
),
),
[envelope.recipients, envelope.fields],
[recipientsWithIndex, envelope.fields],
);
/**
* List of recipients who must have an email due to having auth enabled.
*/
const recipientsMissingRequiredEmail = useMemo(() => {
return recipientsWithIndex.filter((recipient) => {
const auth = extractDocumentAuthMethods({
documentAuth: envelope.authOptions,
recipientAuth: recipient.authOptions,
});
return (
(auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) && !recipient.email
);
});
}, [recipientsWithIndex, envelope.authOptions]);
const invalidEnvelopeCode = useMemo(() => {
if (recipientsMissingSignatureFields.length > 0) {
return 'MISSING_SIGNATURES';
@@ -150,8 +176,12 @@ export const EnvelopeDistributeDialog = ({
return 'MISSING_RECIPIENTS';
}
if (recipientsMissingRequiredEmail.length > 0) {
return 'MISSING_REQUIRED_EMAIL';
}
return null;
}, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
}, [envelope.recipients, recipientsMissingRequiredEmail, recipientsMissingSignatureFields]);
const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
try {
@@ -444,7 +474,22 @@ export const EnvelopeDistributeDialog = ({
<ul className="ml-2 mt-1 list-inside list-disc">
{recipientsMissingSignatureFields.map((recipient) => (
<li key={recipient.id}>{recipient.email}</li>
<li key={recipient.id}>
{recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
</li>
))}
</ul>
</AlertDescription>
))
.with('MISSING_REQUIRED_EMAIL', () => (
<AlertDescription>
<Trans>The following recipients require an email address:</Trans>
<ul className="ml-2 mt-1 list-inside list-disc">
{recipientsMissingRequiredEmail.map((recipient) => (
<li key={recipient.id}>
{recipient.email || recipient.name || t`Recipient ${recipient.index + 1}`}
</li>
))}
</ul>
</AlertDescription>
@@ -24,7 +24,10 @@ import {
import { Input } from '@documenso/ui/primitives/input';
const ZSignFieldEmailFormSchema = z.object({
email: z.string().min(1, { message: msg`Email is required`.id }),
email: z
.string()
.email()
.min(1, { message: msg`Email is required`.id }),
});
type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
@@ -21,6 +21,7 @@ import {
SKIP_QUERY_BATCH_META,
} from '@documenso/lib/constants/trpc';
import { AppError } from '@documenso/lib/errors/app-error';
import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
@@ -65,7 +66,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
recipients: z.array(
z.object({
id: z.number(),
email: z.string().email(),
email: ZRecipientEmailSchema,
name: z.string(),
signingOrder: z.number().optional(),
}),
@@ -100,12 +101,29 @@ export function TemplateUseDialog({
const [open, setOpen] = useState(false);
const form = useForm<TAddRecipientsForNewDocumentSchema>({
resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
defaultValues: {
const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
{
envelopeId,
},
{
placeholderData: (previousData) => previousData,
...SKIP_QUERY_BATCH_META,
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
enabled: open,
},
);
const envelopeItems = response?.data ?? [];
const generateDefaultFormValues = () => {
return {
distributeDocument: false,
useCustomDocument: false,
customDocumentData: [],
customDocumentData: envelopeItems.map((item) => ({
title: item.title,
data: undefined,
envelopeItemId: item.id,
})),
recipients: recipients
.sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
.map((recipient) => {
@@ -124,7 +142,12 @@ export function TemplateUseDialog({
signingOrder: recipient.signingOrder ?? undefined,
};
}),
},
};
};
const form = useForm<TAddRecipientsForNewDocumentSchema>({
resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
defaultValues: generateDefaultFormValues(),
});
const { replace, fields: localCustomDocumentData } = useFieldArray({
@@ -132,19 +155,6 @@ export function TemplateUseDialog({
name: 'customDocumentData',
});
const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
{
envelopeId,
},
{
placeholderData: (previousData) => previousData,
...SKIP_QUERY_BATCH_META,
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
},
);
const envelopeItems = response?.data ?? [];
const { mutateAsync: createDocumentFromTemplate } =
trpc.template.createDocumentFromTemplate.useMutation();
@@ -214,8 +224,8 @@ export function TemplateUseDialog({
});
useEffect(() => {
if (!open) {
form.reset();
if (open) {
form.reset(generateDefaultFormValues());
}
}, [open, form]);
@@ -322,7 +332,7 @@ export function TemplateUseDialog({
<Input
{...field}
aria-label="Name"
placeholder={recipients[index].name || _(msg`Name`)}
placeholder={recipients[index].name || _(msg`Recipient ${index + 1}`)}
/>
</FormControl>
<FormMessage />
@@ -349,7 +359,7 @@ export function TemplateUseDialog({
{documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
htmlFor="distributeDocument"
>
<Trans>Send document</Trans>
@@ -358,7 +368,7 @@ export function TemplateUseDialog({
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
<p>
<Trans>
The document will be immediately sent to recipients if this
@@ -378,7 +388,7 @@ export function TemplateUseDialog({
{documentDistributionMethod === DocumentDistributionMethod.NONE && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
htmlFor="distributeDocument"
>
<Trans>Create as pending</Trans>
@@ -386,7 +396,7 @@ export function TemplateUseDialog({
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
<p>
<Trans>
Create the document as pending and ready to sign.
@@ -432,7 +442,7 @@ export function TemplateUseDialog({
}}
/>
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
className="ml-2 flex items-center text-sm text-muted-foreground"
htmlFor="useCustomDocument"
>
<Trans>Upload custom document</Trans>
@@ -440,7 +450,7 @@ export function TemplateUseDialog({
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
<p>
<Trans>
Upload a custom document to use instead of the template's default
@@ -470,19 +480,19 @@ export function TemplateUseDialog({
<FormControl>
<div
key={item.id}
className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
className="flex items-center gap-4 rounded-lg border border-border bg-card p-4 transition-colors hover:bg-accent/10"
>
<div className="flex-shrink-0">
<div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
<FileTextIcon className="text-primary h-5 w-5" />
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-primary/10">
<FileTextIcon className="h-5 w-5 text-primary" />
</div>
</div>
<div className="min-w-0 flex-1">
<h4 className="text-foreground truncate text-sm font-medium">
<h4 className="truncate text-sm font-medium text-foreground">
{item.title}
</h4>
<p className="text-muted-foreground mt-0.5 text-xs">
<p className="mt-0.5 text-xs text-muted-foreground">
{field.value ? (
<div>
<Trans>
@@ -5,6 +5,7 @@ import {
ZDocumentMetaDateFormatSchema,
ZDocumentMetaLanguageSchema,
} from '@documenso/lib/types/document-meta';
import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
// Define the schema for configuration
@@ -55,7 +56,7 @@ export const ZConfigureTemplateEmbedFormSchema = ZConfigureEmbedFormSchema.exten
nativeId: z.number().optional(),
formId: z.string(),
name: z.string(),
email: z.union([z.string().length(0), z.string().email('Invalid email address')]),
email: ZRecipientEmailSchema,
role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
signingOrder: z.number().optional(),
disabled: z.boolean().optional(),
@@ -56,13 +56,13 @@ export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRec
/>
<div
className="text-muted-foreground text-sm"
className="text-sm text-muted-foreground"
title={
signingToken ? _(msg`Click to copy signing link for sending to recipient`) : undefined
}
>
<p>{recipient.email}</p>
<p className="text-muted-foreground/70 text-xs">
<p>{recipient.email || recipient.name}</p>
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
</div>
@@ -57,12 +57,13 @@ export type DocumentSigningCompleteDialogProps = {
name: string;
email: string;
};
directTemplatePayload?: {
recipientPayload?: {
name: string;
email: string;
};
buttonSize?: 'sm' | 'lg';
position?: 'start' | 'end' | 'center';
disableNameInput?: boolean;
};
const ZNextSignerFormSchema = z.object({
@@ -89,10 +90,11 @@ export const DocumentSigningCompleteDialog = ({
recipient,
disabled = false,
allowDictateNextSigner = false,
directTemplatePayload,
recipientPayload,
defaultNextSigner,
buttonSize = 'lg',
position,
disableNameInput = false,
}: DocumentSigningCompleteDialogProps) => {
const { t } = useLingui();
@@ -113,11 +115,11 @@ export const DocumentSigningCompleteDialog = ({
},
});
const directRecipientForm = useForm<TDirectRecipientFormSchema>({
const recipientForm = useForm<TDirectRecipientFormSchema>({
resolver: zodResolver(ZDirectRecipientFormSchema),
defaultValues: {
name: directTemplatePayload?.name ?? '',
email: directTemplatePayload?.email ?? '',
name: recipientPayload?.name ?? '',
email: recipientPayload?.email ?? '',
},
});
@@ -145,16 +147,16 @@ export const DocumentSigningCompleteDialog = ({
const onFormSubmit = async (data: TNextSignerFormSchema) => {
try {
let directRecipient: { name: string; email: string } | undefined;
let recipientOverridePayload: { name: string; email: string } | undefined;
if (directTemplatePayload && !directTemplatePayload.email) {
const isFormValid = await directRecipientForm.trigger();
if (recipientPayload && !recipientPayload.email) {
const isFormValid = await recipientForm.trigger();
if (!isFormValid) {
return;
}
directRecipient = directRecipientForm.getValues();
recipientOverridePayload = recipientForm.getValues();
}
// Check if 2FA is required
@@ -168,7 +170,7 @@ export const DocumentSigningCompleteDialog = ({
? { name: data.name, email: data.email }
: undefined;
await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
await onSignatureComplete(nextSigner, data.accessAuthOptions, recipientOverridePayload);
} catch (error) {
const err = AppError.parseError(error);
@@ -222,7 +224,7 @@ export const DocumentSigningCompleteDialog = ({
<Trans>Are you sure?</Trans>
</DialogTitle>
<DialogDescription>
<div className="text-muted-foreground max-w-[50ch]">
<div className="max-w-[50ch] text-muted-foreground">
{match(recipient.role)
.with(RecipientRole.VIEWER, () => (
<span className="inline-flex flex-wrap">
@@ -250,19 +252,19 @@ export const DocumentSigningCompleteDialog = ({
</DialogDescription>
</DialogHeader>
<div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
<p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
<div className="rounded-lg border border-border bg-muted/50 p-4 text-center">
<p className="text-sm font-medium text-muted-foreground">{documentTitle}</p>
</div>
{!showTwoFactorForm && (
<>
<fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
{directTemplatePayload && !directTemplatePayload.email && (
<Form {...directRecipientForm}>
{recipientPayload && !recipientPayload.email && (
<Form {...recipientForm}>
<div className="mb-4 flex flex-col gap-4">
<div className="flex flex-col gap-4 md:flex-row">
<FormField
control={directRecipientForm.control}
control={recipientForm.control}
name="name"
render={({ field }) => (
<FormItem className="flex-1">
@@ -274,7 +276,7 @@ export const DocumentSigningCompleteDialog = ({
{...field}
className="mt-2"
placeholder={t`Enter your name`}
disabled={isNameLocked}
disabled={isNameLocked || disableNameInput}
/>
</FormControl>
@@ -284,7 +286,7 @@ export const DocumentSigningCompleteDialog = ({
/>
<FormField
control={directRecipientForm.control}
control={recipientForm.control}
name="email"
render={({ field }) => (
<FormItem className="flex-1">
@@ -8,7 +8,6 @@ import {
type SensorAPI,
} from '@hello-pangea/dnd';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
import { motion } from 'framer-motion';
@@ -28,6 +27,7 @@ import {
ZRecipientActionAuthTypesSchema,
ZRecipientAuthOptionsSchema,
} from '@documenso/lib/types/document-auth';
import { ZRecipientEmailSchema } 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';
@@ -70,10 +70,7 @@ const ZEnvelopeRecipientsForm = z.object({
z.object({
formId: z.string().min(1),
id: z.number().optional(),
email: z
.string()
.email({ message: msg`Invalid email`.id })
.min(1),
email: ZRecipientEmailSchema,
name: z.string(),
role: z.nativeEnum(RecipientRole),
signingOrder: z.number().optional(),
@@ -228,12 +225,13 @@ export const EnvelopeEditorRecipientForm = () => {
keyName: 'nativeId',
});
const emptySigners = useCallback(
() => form.getValues('signers').filter((signer) => signer.email === ''),
[form],
const emptySignerIndex = watchedSigners.findIndex(
(signer) =>
!signer.name &&
!signer.email &&
envelope.fields.filter((field) => field.recipientId === signer.id).length === 0,
);
const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
const isUserAlreadyARecipient = watchedSigners.some(
(signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
);
@@ -558,21 +556,7 @@ export const EnvelopeEditorRecipientForm = () => {
return;
}
const formValueSigners = formValues.signers || [];
// Remove the last signer if it's empty.
const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
if (i === formValueSigners.length - 1 && signer.email === '') {
return false;
}
return true;
});
const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
...formValues,
signers: nonEmptyRecipients,
});
const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
if (!validatedFormValues.success) {
return;
@@ -736,9 +720,7 @@ export const EnvelopeEditorRecipientForm = () => {
});
}
}}
disabled={
isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
}
disabled={isSubmitting || hasDocumentBeenSent}
/>
</FormControl>
@@ -924,7 +906,7 @@ export const EnvelopeEditorRecipientForm = () => {
})}
>
{!showAdvancedSettings && index === 0 && (
<FormLabel required>
<FormLabel>
<Trans>Email</Trans>
</FormLabel>
)}
@@ -978,7 +960,7 @@ export const EnvelopeEditorRecipientForm = () => {
<FormControl>
<RecipientAutoCompleteInput
type="text"
placeholder={t`Name`}
placeholder={t`Recipient ${index + 1}`}
{...field}
disabled={
snapshot.isDragging ||
@@ -1,5 +1,7 @@
import { useCallback, useState } from 'react';
import type { I18n } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import type { Field, Recipient } from '@prisma/client';
@@ -39,8 +41,15 @@ export const EnvelopeRecipientSelector = ({
fields,
align = 'start',
}: EnvelopeRecipientSelectorProps) => {
const { i18n } = useLingui();
const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
const getRecipientLabel = useCallback(
(recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
[recipients],
);
return (
<Popover open={showRecipientsSelector} onOpenChange={setShowRecipientsSelector}>
<PopoverTrigger asChild>
@@ -49,7 +58,7 @@ export const EnvelopeRecipientSelector = ({
variant="outline"
role="combobox"
className={cn(
'bg-background text-muted-foreground hover:text-foreground justify-between font-normal',
'justify-between bg-background font-normal text-muted-foreground hover:text-foreground',
getRecipientColorStyles(
Math.max(
recipients.findIndex((r) => r.id === selectedRecipient?.id),
@@ -59,16 +68,12 @@ export const EnvelopeRecipientSelector = ({
className,
)}
>
{selectedRecipient?.email && (
{selectedRecipient && (
<span className="flex-1 truncate text-left">
{selectedRecipient?.name} ({selectedRecipient?.email})
{getRecipientLabel(selectedRecipient)}
</span>
)}
{!selectedRecipient?.email && (
<span className="flex-1 truncate text-left">{selectedRecipient?.email}</span>
)}
<ChevronsUpDown className="ml-2 h-4 w-4" />
</Button>
</PopoverTrigger>
@@ -105,7 +110,7 @@ export const EnvelopeRecipientSelectorCommand = ({
fields,
placeholder,
}: EnvelopeRecipientSelectorCommandProps) => {
const { t } = useLingui();
const { t, i18n } = useLingui();
const recipientsByRole = useCallback(() => {
const recipientsByRole: Record<RecipientRole, Recipient[]> = {
@@ -154,6 +159,11 @@ export const EnvelopeRecipientSelectorCommand = ({
[fields, recipients],
);
const getRecipientLabel = useCallback(
(recipient: Recipient) => extractRecipientLabel(recipient, recipients, i18n),
[recipients],
);
return (
<Command
value={selectedRecipient ? selectedRecipient.id.toString() : undefined}
@@ -162,21 +172,21 @@ export const EnvelopeRecipientSelectorCommand = ({
<CommandInput placeholder={placeholder} />
<CommandEmpty>
<span className="text-muted-foreground inline-block px-4">
<span className="inline-block px-4 text-muted-foreground">
<Trans>No recipient matching this description was found.</Trans>
</span>
</CommandEmpty>
{recipientsByRoleToDisplay().map(([role, roleRecipients], roleIndex) => (
<CommandGroup key={roleIndex}>
<div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
<div className="mb-1 ml-2 mt-2 text-xs font-medium text-muted-foreground">
{t(RECIPIENT_ROLES_DESCRIPTION[role].roleNamePlural)}
</div>
{roleRecipients.length === 0 && (
<div
key={`${role}-empty`}
className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
className="px-4 pb-4 pt-2.5 text-center text-xs text-muted-foreground/80"
>
<Trans>No recipients with this role</Trans>
</div>
@@ -205,18 +215,12 @@ export const EnvelopeRecipientSelectorCommand = ({
}}
>
<span
className={cn('text-foreground/70 truncate', {
className={cn('truncate text-foreground/70', {
'text-foreground/80': recipient.id === selectedRecipient?.id,
'opacity-50': isRecipientDisabled(recipient.id),
})}
>
{recipient.name && (
<span title={`${recipient.name} (${recipient.email})`}>
{recipient.name} ({recipient.email})
</span>
)}
{!recipient.name && <span title={recipient.email}>{recipient.email}</span>}
{getRecipientLabel(recipient)}
</span>
<div className="ml-auto flex items-center justify-center">
@@ -234,7 +238,7 @@ export const EnvelopeRecipientSelectorCommand = ({
<Info className="z-50 ml-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<TooltipContent className="max-w-xs text-muted-foreground">
<Trans>
This document has already been sent to this recipient. You can no longer
edit this recipient.
@@ -250,3 +254,22 @@ export const EnvelopeRecipientSelectorCommand = ({
</Command>
);
};
const extractRecipientLabel = (recipient: Recipient, recipients: Recipient[], i18n: I18n) => {
if (recipient.name && recipient.email) {
return `${recipient.name} (${recipient.email})`;
}
if (recipient.name) {
return recipient.name;
}
if (recipient.email) {
return recipient.email;
}
// Since objects are basically pointers we can use `indexOf` rather than `findIndex`
const index = recipients.indexOf(recipient);
return i18n._(msg`Recipient ${index + 1}`);
};
@@ -80,12 +80,14 @@ export const EnvelopeSignerCompleteDialog = () => {
const handleOnCompleteClick = async (
nextSigner?: { name: string; email: string },
accessAuthOptions?: TRecipientAccessAuth,
recipientDetails?: { name: string; email: string },
) => {
try {
await completeDocument({
token: recipient.token,
documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
accessAuthOptions,
recipientOverride: recipientDetails,
...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
});
@@ -205,21 +207,30 @@ export const EnvelopeSignerCompleteDialog = () => {
}
};
const directTemplatePayload = useMemo(() => {
const recipientPayload = useMemo(() => {
if (!isDirectTemplate) {
return;
return {
name:
recipient.name ||
recipient.fields.find((field) => field.type === FieldType.NAME)?.customText ||
'',
email:
recipient.email ||
recipient.fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
'',
};
}
return {
name: fullName,
email: email,
};
}, [email, fullName, isDirectTemplate]);
}, [email, fullName, isDirectTemplate, recipient.email, recipient.name, recipient.fields]);
return (
<DocumentSigningCompleteDialog
isSubmitting={isPending}
directTemplatePayload={directTemplatePayload}
recipientPayload={recipientPayload}
onSignatureComplete={
isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick
}
@@ -230,6 +241,7 @@ export const EnvelopeSignerCompleteDialog = () => {
allowDictateNextSigner={Boolean(
nextRecipient && envelope.documentMeta.allowDictateNextSigner,
)}
disableNameInput={!isDirectTemplate && recipient.name !== ''}
defaultNextSigner={
nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
}
@@ -83,8 +83,8 @@ export const StackAvatarsWithTooltip = ({
fallbackText={recipientAbbreviation(recipient)}
/>
<div>
<p className="text-muted-foreground text-sm">{recipient.email}</p>
<p className="text-muted-foreground/70 text-xs">
<p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
</div>
@@ -107,8 +107,8 @@ export const StackAvatarsWithTooltip = ({
fallbackText={recipientAbbreviation(recipient)}
/>
<div>
<p className="text-muted-foreground text-sm">{recipient.email}</p>
<p className="text-muted-foreground/70 text-xs">
<p className="text-sm text-muted-foreground">{recipient.email || recipient.name}</p>
<p className="text-xs text-muted-foreground/70">
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
</p>
</div>