Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2025-11-13 00:03:33 +10:00
Code Issues Packages Projects Releases Wiki Activity

feat: assistant role (#1588)

Browse Source 
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
Download Patch File Download Diff File Expand all files Collapse all files

45
packages/lib/server-only/field/sign-field-with-token.ts
View File

@ -1,4 +1,4 @@
import { DocumentStatus, FieldType, SigningStatus } from '@prisma/client';
import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
import { DateTime } from 'luxon';
import { match } from 'ts-pattern';
@ -54,20 +54,41 @@ export const signFieldWithToken = async ({
authOptions,
requestMetadata,
}: SignFieldWithTokenOptions) => {
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,
}
: {
signingStatus: {
not: SigningStatus.SIGNED,
},
signingOrder: {
gte: recipient.signingOrder ?? 0,
},
}),
},
},
include: {
document: true,
document: {
include: {
recipients: true,
},
},
recipient: true,
},
});
const { document, recipient } = field;
const { document } = field;
if (!document) {
throw new Error(`Document not found for field ${field.id}`);
@ -85,7 +106,10 @@ export const signFieldWithToken = async ({
throw new Error(`Document ${document.id} must be pending for signing`);
}
if (recipient?.signingStatus === SigningStatus.SIGNED) {
if (
recipient.signingStatus === SigningStatus.SIGNED ||
field.recipient.signingStatus === SigningStatus.SIGNED
) {
throw new Error(`Recipient ${recipient.id} has already signed`);
}
@ -181,6 +205,8 @@ export const signFieldWithToken = async ({
throw new Error('Typed signatures are not allowed. Please draw your signature');
}
const assistant = recipient.role === RecipientRole.ASSISTANT ? recipient : undefined;
return await prisma.$transaction(async (tx) => {
const updatedField = await tx.field.update({
where: {
@ -217,11 +243,14 @@ export const signFieldWithToken = async ({
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
type:
assistant && field.recipientId !== assistant.id
? DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED
: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
documentId: document.id,
user: {
email: recipient.email,
name: recipient.name,
email: assistant?.email ?? recipient.email,
name: assistant?.name ?? recipient.name,
},
requestMetadata,
data: {