feat: assistant role (#1588)

Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
This commit is contained in:
Ephraim Duncan
2025-02-01 03:31:18 +00:00
committed by David Nguyen
parent 3e106c1a2d
commit c0ae68c28b
52 changed files with 1671 additions and 704 deletions

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@ -0,0 +1,73 @@
import { Trans } from '@lingui/react/macro';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@documenso/ui/primitives/dialog';
import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
type ConfirmationDialogProps = {
isOpen: boolean;
onClose: () => void;
onConfirm: () => void;
hasUninsertedFields: boolean;
isSubmitting: boolean;
};
export function AssistantConfirmationDialog({
isOpen,
onClose,
onConfirm,
hasUninsertedFields,
isSubmitting,
}: ConfirmationDialogProps) {
const onOpenChange = () => {
if (isSubmitting) {
return;
}
onClose();
};
return (
<Dialog open={isOpen} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Complete Document</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Are you sure you want to complete the document? This action cannot be undone. Please
ensure that you have completed prefilling all relevant fields before proceeding.
</Trans>
</DialogDescription>
</DialogHeader>
<div className="flex flex-col gap-4">
<DocumentSigningDisclosure />
</div>
<DialogFooter className="mt-4">
<Button variant="secondary" onClick={onClose} disabled={isSubmitting}>
Cancel
</Button>
<Button
variant={hasUninsertedFields ? 'destructive' : 'default'}
onClick={onConfirm}
disabled={isSubmitting}
loading={isSubmitting}
>
{isSubmitting ? 'Submitting...' : hasUninsertedFields ? 'Proceed' : 'Continue'}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}

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@ -37,7 +37,7 @@ export const DocumentMoveDialog = ({ documentId, open, onOpenChange }: DocumentM
const [selectedTeamId, setSelectedTeamId] = useState<number | null>(null);
const { data: teams, isLoading: isLoadingTeams } = trpc.team.getTeams.useQuery();
const { data: teams, isPending: isLoadingTeams } = trpc.team.getTeams.useQuery();
const { mutateAsync: moveDocument, isPending } = trpc.document.moveDocumentToTeam.useMutation({
onSuccess: () => {

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@ -65,7 +65,7 @@ export const TeamTransferDialog = ({
const {
data,
refetch: refetchTeamMembers,
isLoading: loadingTeamMembers,
isPending: loadingTeamMembers,
isLoadingError: loadingTeamMembersError,
} = trpc.team.getTeamMembers.useQuery({
teamId,

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@ -76,7 +76,11 @@ export const TemplateDirectLinkDialog = ({
);
const validDirectTemplateRecipients = useMemo(
() => template.recipients.filter((recipient) => recipient.role !== RecipientRole.CC),
() =>
template.recipients.filter(
(recipient) =>
recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
),
[template.recipients],
);