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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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3
packages/lib/constants/document-audit-logs.ts
View File

@ -10,6 +10,9 @@ export const DOCUMENT_AUDIT_LOG_EMAIL_FORMAT = {
[DOCUMENT_EMAIL_TYPE.APPROVE_REQUEST]: {
description: 'Approval request',
},
[DOCUMENT_EMAIL_TYPE.ASSISTING_REQUEST]: {
description: 'Assisting request',
},
[DOCUMENT_EMAIL_TYPE.CC]: {
description: 'CC',
},

15
packages/lib/constants/recipient-roles.ts
View File

@ -31,12 +31,26 @@ export const RECIPIENT_ROLES_DESCRIPTION = {
roleName: msg`Viewer`,
roleNamePlural: msg`Viewers`,
},
[RecipientRole.ASSISTANT]: {
actionVerb: msg`Assist`,
actioned: msg`Assisted`,
progressiveVerb: msg`Assisting`,
roleName: msg`Assistant`,
roleNamePlural: msg`Assistants`,
},
} satisfies Record<keyof typeof RecipientRole, unknown>;
export const RECIPIENT_ROLE_TO_DISPLAY_TYPE = {
[RecipientRole.SIGNER]: `SIGNING_REQUEST`,
[RecipientRole.VIEWER]: `VIEW_REQUEST`,
[RecipientRole.APPROVER]: `APPROVE_REQUEST`,
} as const;
export const RECIPIENT_ROLE_TO_EMAIL_TYPE = {
[RecipientRole.SIGNER]: `SIGNING_REQUEST`,
[RecipientRole.VIEWER]: `VIEW_REQUEST`,
[RecipientRole.APPROVER]: `APPROVE_REQUEST`,
[RecipientRole.ASSISTANT]: `ASSISTING_REQUEST`,
} as const;
export const RECIPIENT_ROLE_SIGNING_REASONS = {
@ -44,4 +58,5 @@ export const RECIPIENT_ROLE_SIGNING_REASONS = {
[RecipientRole.APPROVER]: msg`I am an approver of this document`,
[RecipientRole.CC]: msg`I am required to receive a copy of this document`,
[RecipientRole.VIEWER]: msg`I am a viewer of this document`,
[RecipientRole.ASSISTANT]: msg`I am an assistant of this document`,
} satisfies Record<keyof typeof RecipientRole, MessageDescriptor>;