mirror of
https://github.com/documenso/documenso.git
synced 2025-11-16 09:41:35 +10:00
feat: implement auto-save functionality for signers in document edit form (#1792)
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@ -1,4 +1,4 @@
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import { useCallback, useEffect, useId, useMemo, useRef, useState } from 'react';
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import { useCallback, useId, useMemo, useRef, useState } from 'react';
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import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
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import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
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@ -12,6 +12,7 @@ import { motion } from 'framer-motion';
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import { GripVerticalIcon, HelpCircle, Link2Icon, Plus, Trash } from 'lucide-react';
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import { useFieldArray, useForm } from 'react-hook-form';
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import { useAutoSave } from '@documenso/lib/client-only/hooks/use-autosave';
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import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
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import { useSession } from '@documenso/lib/client-only/providers/session';
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import { isTemplateRecipientEmailPlaceholder } from '@documenso/lib/constants/template';
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@ -55,6 +56,7 @@ export type AddTemplatePlaceholderRecipientsFormProps = {
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allowDictateNextSigner?: boolean;
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templateDirectLink?: TemplateDirectLink | null;
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onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void;
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onAutoSave: (_data: TAddTemplatePlacholderRecipientsFormSchema) => Promise<void>;
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isDocumentPdfLoaded: boolean;
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};
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@ -67,6 +69,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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allowDictateNextSigner,
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isDocumentPdfLoaded,
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onSubmit,
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onAutoSave,
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}: AddTemplatePlaceholderRecipientsFormProps) => {
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const initialId = useId();
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const $sensorApi = useRef<SensorAPI | null>(null);
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@ -123,15 +126,38 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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},
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});
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useEffect(() => {
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form.reset({
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signers: generateDefaultFormSigners(),
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signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
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allowDictateNextSigner: allowDictateNextSigner ?? false,
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});
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const emptySigners = useCallback(
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() => form.getValues('signers').filter((signer) => signer.email === ''),
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[form],
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);
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// eslint-disable-next-line react-hooks/exhaustive-deps
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}, [recipients]);
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const { scheduleSave } = useAutoSave(onAutoSave);
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const handleAutoSave = async () => {
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if (emptySigners().length > 0) {
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return;
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}
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const isFormValid = await form.trigger();
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if (!isFormValid) {
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return;
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}
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const formData = form.getValues();
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scheduleSave(formData);
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};
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// useEffect(() => {
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// form.reset({
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// signers: generateDefaultFormSigners(),
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// signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
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// allowDictateNextSigner: allowDictateNextSigner ?? false,
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// });
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// // eslint-disable-next-line react-hooks/exhaustive-deps
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// }, [recipients]);
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// Always show advanced settings if any recipient has auth options.
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const alwaysShowAdvancedSettings = useMemo(() => {
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@ -204,7 +230,12 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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const onRemoveSigner = (index: number) => {
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removeSigner(index);
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const updatedSigners = signers.filter((_, idx) => idx !== index);
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form.setValue('signers', normalizeSigningOrders(updatedSigners));
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form.setValue('signers', normalizeSigningOrders(updatedSigners), {
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shouldValidate: true,
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shouldDirty: true,
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});
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void handleAutoSave();
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};
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const isSignerDirectRecipient = (
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@ -231,7 +262,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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signingOrder: index + 1,
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}));
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form.setValue('signers', updatedSigners);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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const lastSigner = updatedSigners[updatedSigners.length - 1];
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if (lastSigner.role === RecipientRole.ASSISTANT) {
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@ -244,8 +278,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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}
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await form.trigger('signers');
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void handleAutoSave();
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},
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[form, watchedSigners, toast],
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[form, watchedSigners, toast, handleAutoSave],
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);
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const handleSigningOrderChange = useCallback(
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@ -273,7 +309,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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signingOrder: idx + 1,
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}));
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form.setValue('signers', updatedSigners);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
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toast({
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@ -283,8 +322,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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),
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});
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}
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void handleAutoSave();
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},
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[form, toast],
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[form, toast, handleAutoSave],
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);
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const handleRoleChange = useCallback(
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@ -294,7 +335,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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// Handle parallel to sequential conversion for assistants
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if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
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form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL);
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form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL, {
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shouldValidate: true,
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shouldDirty: true,
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});
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toast({
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title: _(msg`Signing order is enabled.`),
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description: _(msg`You cannot add assistants when signing order is disabled.`),
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@ -309,7 +353,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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signingOrder: idx + 1,
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}));
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form.setValue('signers', updatedSigners);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
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toast({
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@ -319,8 +366,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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),
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});
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}
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void handleAutoSave();
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},
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[form, toast],
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[form, toast, handleAutoSave],
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);
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const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
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@ -334,10 +383,21 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
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}));
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form.setValue('signers', updatedSigners);
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form.setValue('signingOrder', DocumentSigningOrder.PARALLEL);
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form.setValue('allowDictateNextSigner', false);
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}, [form]);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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form.setValue('signingOrder', DocumentSigningOrder.PARALLEL, {
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shouldValidate: true,
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shouldDirty: true,
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});
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form.setValue('allowDictateNextSigner', false, {
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shouldValidate: true,
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shouldDirty: true,
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});
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void handleAutoSave();
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}, [form, handleAutoSave]);
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return (
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<>
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@ -382,8 +442,13 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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// If sequential signing is turned off, disable dictate next signer
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if (!checked) {
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form.setValue('allowDictateNextSigner', false);
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form.setValue('allowDictateNextSigner', false, {
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shouldValidate: true,
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shouldDirty: true,
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});
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}
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void handleAutoSave();
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}}
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disabled={isSubmitting}
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/>
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@ -409,7 +474,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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{...field}
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id="allowDictateNextSigner"
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checked={value}
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onCheckedChange={field.onChange}
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onCheckedChange={(checked) => {
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field.onChange(checked);
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void handleAutoSave();
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}}
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disabled={isSubmitting || !isSigningOrderSequential}
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/>
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</FormControl>
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@ -500,6 +568,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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<Input
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type="number"
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max={signers.length}
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data-testid="placeholder-recipient-signing-order-input"
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className={cn(
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'w-full text-center',
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'[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
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@ -558,6 +627,8 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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signers[index].email === user?.email ||
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isSignerDirectRecipient(signer)
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}
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onBlur={handleAutoSave}
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data-testid="placeholder-recipient-email-input"
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/>
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</FormControl>
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@ -592,6 +663,8 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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signers[index].email === user?.email ||
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isSignerDirectRecipient(signer)
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}
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onBlur={handleAutoSave}
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data-testid="placeholder-recipient-name-input"
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/>
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</FormControl>
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@ -633,10 +706,10 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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<FormControl>
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<RecipientRoleSelect
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{...field}
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onValueChange={(value) =>
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onValueChange={(value) => {
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// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
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handleRoleChange(index, value as RecipientRole)
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}
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handleRoleChange(index, value as RecipientRole);
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}}
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disabled={isSubmitting}
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hideCCRecipients={isSignerDirectRecipient(signer)}
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/>
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@ -672,6 +745,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
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className="col-span-1 mt-auto inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
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disabled={isSubmitting || signers.length === 1}
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onClick={() => onRemoveSigner(index)}
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data-testid="remove-placeholder-recipient-button"
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>
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<Trash className="h-5 w-5" />
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</button>
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