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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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12
apps/remix/app/components/general/document-signing/document-signing-dropdown-field.tsx
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@ -2,7 +2,6 @@ import { useEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import type { Recipient } from '@prisma/client';
import { Loader } from 'lucide-react';
import { useRevalidator } from 'react-router';
@ -28,17 +27,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
import { DocumentSigningFieldContainer } from './document-signing-field-container';
import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
export type DocumentSigningDropdownFieldProps = {
field: FieldWithSignatureAndFieldMeta;
recipient: Recipient;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
export const DocumentSigningDropdownField = ({
field,
recipient,
onSignField,
onUnsignField,
}: DocumentSigningDropdownFieldProps) => {
@ -46,6 +44,8 @@ export const DocumentSigningDropdownField = ({
const { toast } = useToast();
const { revalidate } = useRevalidator();
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
const parsedFieldMeta = ZDropdownFieldMeta.parse(field.fieldMeta);
@ -99,7 +99,9 @@ export const DocumentSigningDropdownField = ({
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while signing the document.`),
description: isAssistantMode
? _(msg`An error occurred while signing as assistant.`)
: _(msg`An error occurred while signing the document.`),
variant: 'destructive',
});
}
@ -131,7 +133,7 @@ export const DocumentSigningDropdownField = ({
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while removing the signature.`),
description: _(msg`An error occurred while removing the field.`),
variant: 'destructive',
});
}