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.

apps/remix/app/routes/embed+/_layout.tsx

@@ -1,6 +1,7 @@
 import { Outlet, isRouteErrorResponse, useRouteError } from 'react-router';
 
 import { EmbedAuthenticationRequired } from '~/components/embed/embed-authentication-required';
+import { EmbedDocumentWaitingForTurn } from '~/components/embed/embed-document-waiting-for-turn';
 import { EmbedPaywall } from '~/components/embed/embed-paywall';
 
 import type { Route } from './+types/_layout';
@@ -36,6 +37,10 @@ export function ErrorBoundary() {
     if (error.status === 403 && error.data.type === 'embed-paywall') {
       return <EmbedPaywall />;
     }
+
+    if (error.status === 403 && error.data.type === 'embed-waiting-for-turn') {
+      return <EmbedDocumentWaitingForTurn />;
+    }
   }
 
   return <div>Not Found</div>;

apps/remix/app/routes/embed+/direct.$url.tsx

@@ -13,6 +13,7 @@ import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { EmbedDirectTemplateClientPage } from '~/components/embed/embed-direct-template-client-page';
 import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
 import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
+import { DocumentSigningRecipientProvider } from '~/components/general/document-signing/document-signing-recipient-provider';
 import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
 
 import type { Route } from './+types/direct.$url';
@@ -129,16 +130,18 @@ export default function EmbedDirectTemplatePage() {
         recipient={recipient}
         user={user}
       >
-        <EmbedDirectTemplateClientPage
-          token={token}
-          updatedAt={template.updatedAt}
-          documentData={template.templateDocumentData}
-          recipient={recipient}
-          fields={fields}
-          metadata={template.templateMeta}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
-          isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
-        />
+        <DocumentSigningRecipientProvider recipient={recipient}>
+          <EmbedDirectTemplateClientPage
+            token={token}
+            updatedAt={template.updatedAt}
+            documentData={template.templateDocumentData}
+            recipient={recipient}
+            fields={fields}
+            metadata={template.templateMeta}
+            hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+            isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+          />
+        </DocumentSigningRecipientProvider>
       </DocumentSigningAuthProvider>
     </DocumentSigningProvider>
   );

apps/remix/app/routes/embed+/sign.$url.tsx

@@ -1,4 +1,4 @@
-import { DocumentStatus } from '@prisma/client';
+import { DocumentStatus, RecipientRole } from '@prisma/client';
 import { data } from 'react-router';
 import { getLoaderSession } from 'server/utils/get-loader-session';
 import { match } from 'ts-pattern';
@@ -8,7 +8,9 @@ import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-p
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
+import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
+import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
 import { getTeamById } from '@documenso/lib/server-only/team/get-team';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
@@ -89,6 +91,26 @@ export async function loader({ params }: Route.LoaderArgs) {
     );
   }
 
+  const isRecipientsTurnToSign = await getIsRecipientsTurnToSign({ token });
+
+  if (!isRecipientsTurnToSign) {
+    throw data(
+      {
+        type: 'embed-waiting-for-turn',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const allRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? await getRecipientsForAssistant({
+          token,
+        })
+      : [];
+
   const team = document.teamId
     ? await getTeamById({ teamId: document.teamId, userId: document.userId }).catch(() => null)
     : null;
@@ -99,6 +121,7 @@ export async function loader({ params }: Route.LoaderArgs) {
     token,
     user,
     document,
+    allRecipients,
     recipient,
     fields,
     hidePoweredBy,
@@ -112,6 +135,7 @@ export default function EmbedSignDocumentPage() {
     token,
     user,
     document,
+    allRecipients,
     recipient,
     fields,
     hidePoweredBy,
@@ -140,6 +164,7 @@ export default function EmbedSignDocumentPage() {
           isCompleted={document.status === DocumentStatus.COMPLETED}
           hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
           isPlatformOrEnterprise={isPlatformDocument || isEnterpriseDocument}
+          allRecipients={allRecipients}
         />
       </DocumentSigningAuthProvider>
     </DocumentSigningProvider>