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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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60
packages/lib/server-only/field/remove-signed-field-with-token.ts
View File

@ -1,4 +1,4 @@
import { DocumentStatus, SigningStatus } from '@prisma/client';
import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@ -16,11 +16,28 @@ export const removeSignedFieldWithToken = async ({
fieldId,
requestMetadata,
}: RemovedSignedFieldWithTokenOptions) => {
const recipient = await prisma.recipient.findFirstOrThrow({
where: {
token,
},
});
const field = await prisma.field.findFirstOrThrow({
where: {
id: fieldId,
recipient: {
token,
...(recipient.role !== RecipientRole.ASSISTANT
? {
id: recipient.id,
}
: {
signingOrder: {
gte: recipient.signingOrder ?? 0,
},
signingStatus: {
not: SigningStatus.SIGNED,
},
}),
},
},
include: {
@ -29,7 +46,7 @@ export const removeSignedFieldWithToken = async ({
},
});
const { document, recipient } = field;
const { document } = field;
if (!document) {
throw new Error(`Document not found for field ${field.id}`);
@ -39,7 +56,10 @@ export const removeSignedFieldWithToken = async ({
throw new Error(`Document ${document.id} must be pending`);
}
if (recipient?.signingStatus === SigningStatus.SIGNED) {
if (
recipient?.signingStatus === SigningStatus.SIGNED ||
field.recipient.signingStatus === SigningStatus.SIGNED
) {
throw new Error(`Recipient ${recipient.id} has already signed`);
}
@ -65,20 +85,22 @@ export const removeSignedFieldWithToken = async ({
},
});
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
documentId: document.id,
user: {
name: recipient?.name,
email: recipient?.email,
},
requestMetadata,
data: {
field: field.type,
fieldId: field.secondaryId,
},
}),
});
if (recipient.role !== RecipientRole.ASSISTANT) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
documentId: document.id,
user: {
name: recipient.name,
email: recipient.email,
},
requestMetadata,
data: {
field: field.type,
fieldId: field.secondaryId,
},
}),
});
}
});
};