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feat: assistant role (#1588)

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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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14
apps/remix/app/components/embed/embed-document-fields.tsx
View File

@ -1,4 +1,4 @@
import type { DocumentMeta, Recipient, TemplateMeta } from '@prisma/client';
import type { DocumentMeta, TemplateMeta } from '@prisma/client';
import { type Field, FieldType } from '@prisma/client';
import { match } from 'ts-pattern';
@ -31,7 +31,6 @@ import { DocumentSigningSignatureField } from '~/components/general/document-sig
import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
export type EmbedDocumentFieldsProps = {
recipient: Recipient;
fields: Field[];
metadata?: DocumentMeta | TemplateMeta | null;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
@ -39,7 +38,6 @@ export type EmbedDocumentFieldsProps = {
};
export const EmbedDocumentFields = ({
recipient,
fields,
metadata,
onSignField,
@ -53,7 +51,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningSignatureField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
@ -63,7 +60,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningInitialsField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -72,7 +68,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningNameField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -81,7 +76,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningDateField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
dateFormat={metadata?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
@ -92,7 +86,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningEmailField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -107,7 +100,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningTextField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -123,7 +115,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningNumberField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -139,7 +130,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningRadioField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -155,7 +145,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningCheckboxField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@ -171,7 +160,6 @@ export const EmbedDocumentFields = ({
<DocumentSigningDropdownField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>