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Code Issues Packages Projects Releases Wiki Activity

feat: implement auto-save functionality for signers in document edit form (#1792)

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This commit is contained in:
Catalin Pit
2025-09-02 14:01:16 +03:00
committed by GitHub
parent 19565c1821
commit bb5c2edefd
22 changed files with 2482 additions and 220 deletions
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137
apps/remix/app/components/general/template/template-edit-form.tsx
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@ -124,32 +124,36 @@ export const TemplateEditForm = ({
},
});
const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
const saveSettingsData = async (data: TAddTemplateSettingsFormSchema) => {
const { signatureTypes } = data.meta;
const parsedGlobalAccessAuth = z
.array(ZDocumentAccessAuthTypesSchema)
.safeParse(data.globalAccessAuth);
return updateTemplateSettings({
templateId: template.id,
data: {
title: data.title,
externalId: data.externalId || null,
visibility: data.visibility,
globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
globalActionAuth: data.globalActionAuth ?? [],
},
meta: {
...data.meta,
emailReplyTo: data.meta.emailReplyTo || null,
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
language: isValidLanguageCode(data.meta.language) ? data.meta.language : undefined,
},
});
};
const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
try {
await updateTemplateSettings({
templateId: template.id,
data: {
title: data.title,
externalId: data.externalId || null,
visibility: data.visibility,
globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
globalActionAuth: data.globalActionAuth ?? [],
},
meta: {
...data.meta,
emailReplyTo: data.meta.emailReplyTo || null,
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
language: isValidLanguageCode(data.meta.language) ? data.meta.language : undefined,
},
});
await saveSettingsData(data);
setStep('signers');
} catch (err) {
@ -163,24 +167,42 @@ export const TemplateEditForm = ({
}
};
const onAddSettingsFormAutoSave = async (data: TAddTemplateSettingsFormSchema) => {
try {
await saveSettingsData(data);
} catch (err) {
console.error(err);
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while auto-saving the template settings.`),
variant: 'destructive',
});
}
};
const saveTemplatePlaceholderData = async (data: TAddTemplatePlacholderRecipientsFormSchema) => {
return Promise.all([
updateTemplateSettings({
templateId: template.id,
meta: {
signingOrder: data.signingOrder,
allowDictateNextSigner: data.allowDictateNextSigner,
},
}),
setRecipients({
templateId: template.id,
recipients: data.signers,
}),
]);
};
const onAddTemplatePlaceholderFormSubmit = async (
data: TAddTemplatePlacholderRecipientsFormSchema,
) => {
try {
await Promise.all([
updateTemplateSettings({
templateId: template.id,
meta: {
signingOrder: data.signingOrder,
allowDictateNextSigner: data.allowDictateNextSigner,
},
}),
setRecipients({
templateId: template.id,
recipients: data.signers,
}),
]);
await saveTemplatePlaceholderData(data);
setStep('fields');
} catch (err) {
@ -192,12 +214,46 @@ export const TemplateEditForm = ({
}
};
const onAddTemplatePlaceholderFormAutoSave = async (
data: TAddTemplatePlacholderRecipientsFormSchema,
) => {
try {
await saveTemplatePlaceholderData(data);
} catch (err) {
console.error(err);
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while auto-saving the template placeholders.`),
variant: 'destructive',
});
}
};
const saveFieldsData = async (data: TAddTemplateFieldsFormSchema) => {
return addTemplateFields({
templateId: template.id,
fields: data.fields,
});
};
const onAddFieldsFormAutoSave = async (data: TAddTemplateFieldsFormSchema) => {
try {
await saveFieldsData(data);
} catch (err) {
console.error(err);
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while auto-saving the template fields.`),
variant: 'destructive',
});
}
};
const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
try {
await addTemplateFields({
templateId: template.id,
fields: data.fields,
});
await saveFieldsData(data);
// Clear all field data from localStorage
for (let i = 0; i < localStorage.length; i++) {
@ -270,11 +326,12 @@ export const TemplateEditForm = ({
recipients={recipients}
fields={fields}
onSubmit={onAddSettingsFormSubmit}
onAutoSave={onAddSettingsFormAutoSave}
isDocumentPdfLoaded={isDocumentPdfLoaded}
/>
<AddTemplatePlaceholderRecipientsFormPartial
key={recipients.length}
key={template.id}
documentFlow={documentFlow.signers}
recipients={recipients}
fields={fields}
@ -282,15 +339,17 @@ export const TemplateEditForm = ({
allowDictateNextSigner={template.templateMeta?.allowDictateNextSigner}
templateDirectLink={template.directLink}
onSubmit={onAddTemplatePlaceholderFormSubmit}
onAutoSave={onAddTemplatePlaceholderFormAutoSave}
isDocumentPdfLoaded={isDocumentPdfLoaded}
/>
<AddTemplateFieldsFormPartial
key={fields.length}
key={template.id}
documentFlow={documentFlow.fields}
recipients={recipients}
fields={fields}
onSubmit={onAddFieldsFormSubmit}
onAutoSave={onAddFieldsFormAutoSave}
teamId={team?.id}
/>
</Stepper>