feat: backport the embedded mobile signing ux to main application (#1919)

This PR improves the mobile experience of the document signing page by
implementing a collapsible widget design for the signing form. On mobile
devices, the form now appears as a fixed bottom sheet that can be
expanded/collapsed, while maintaining the sticky sidebar layout on
desktop.
This commit is contained in:
Ephraim Duncan
2025-08-12 10:40:14 +00:00
committed by GitHub
parent 9026aabe3b
commit cc05af2062
3 changed files with 146 additions and 129 deletions

View File

@ -16,7 +16,6 @@ import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/uti
import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
import { trpc } from '@documenso/trpc/react';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
@ -177,15 +176,7 @@ export const DocumentSigningForm = ({
}, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
return (
<div
className={cn(
'dark:bg-background border-border bg-widget sticky flex h-full flex-col rounded-xl border px-4 py-6',
{
'top-20 max-h-[min(68rem,calc(100vh-6rem))]': user,
'top-4 max-h-[min(68rem,calc(100vh-2rem))]': !user,
},
)}
>
<div className="flex h-full flex-col">
{validateUninsertedFields && uninsertedFields[0] && (
<FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
<Trans>Click to insert field</Trans>
@ -194,21 +185,8 @@ export const DocumentSigningForm = ({
<div className="custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2">
<div className="flex flex-1 flex-col">
<h3 className="text-foreground text-2xl font-semibold">
{recipient.role === RecipientRole.VIEWER && <Trans>View Document</Trans>}
{recipient.role === RecipientRole.SIGNER && <Trans>Sign Document</Trans>}
{recipient.role === RecipientRole.APPROVER && <Trans>Approve Document</Trans>}
{recipient.role === RecipientRole.ASSISTANT && <Trans>Assist Document</Trans>}
</h3>
{recipient.role === RecipientRole.VIEWER ? (
<>
<p className="text-muted-foreground mt-2 text-sm">
<Trans>Please mark as viewed to complete</Trans>
</p>
<hr className="border-border mb-8 mt-4" />
<div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
<div className="flex flex-1 flex-col gap-y-4" />
<div className="flex flex-col gap-4 md:flex-row">
@ -245,15 +223,6 @@ export const DocumentSigningForm = ({
) : recipient.role === RecipientRole.ASSISTANT ? (
<>
<form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
<p className="text-muted-foreground mt-2 text-sm">
<Trans>
Complete the fields for the following signers. Once reviewed, they will inform
you if any modifications are needed.
</Trans>
</p>
<hr className="border-border my-4" />
<fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
<Controller
name="selectedSignerId"
@ -340,88 +309,76 @@ export const DocumentSigningForm = ({
</>
) : (
<>
<div>
<p className="text-muted-foreground mt-2 text-sm">
{recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
<Trans>Please review the document before approving.</Trans>
) : (
<Trans>Please review the document before signing.</Trans>
)}
</p>
<fieldset
disabled={isSubmitting}
className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
>
<div className="flex flex-1 flex-col gap-y-4">
<div>
<Label htmlFor="full-name">
<Trans>Full Name</Trans>
</Label>
<hr className="border-border mb-8 mt-4" />
<Input
type="text"
id="full-name"
className="bg-background mt-2"
value={fullName}
onChange={(e) => setFullName(e.target.value.trimStart())}
/>
</div>
<fieldset
disabled={isSubmitting}
className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
>
<div className="flex flex-1 flex-col gap-y-4">
{hasSignatureField && (
<div>
<Label htmlFor="full-name">
<Trans>Full Name</Trans>
<Label htmlFor="Signature">
<Trans>Signature</Trans>
</Label>
<Input
type="text"
id="full-name"
className="bg-background mt-2"
value={fullName}
onChange={(e) => setFullName(e.target.value.trimStart())}
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
/>
</div>
{hasSignatureField && (
<div>
<Label htmlFor="Signature">
<Trans>Signature</Trans>
</Label>
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
/>
</div>
)}
</div>
</fieldset>
<div className="mt-6 flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
onClick={async () => navigate(-1)}
>
<Trans>Cancel</Trans>
</Button>
<DocumentSigningCompleteDialog
isSubmitting={isSubmitting || isAssistantSubmitting}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
disabled={!isRecipientsTurn}
onSignatureComplete={async (nextSigner) => {
await completeDocument(undefined, nextSigner);
}}
role={recipient.role}
allowDictateNextSigner={
nextRecipient && document.documentMeta?.allowDictateNextSigner
}
defaultNextSigner={
nextRecipient
? { name: nextRecipient.name, email: nextRecipient.email }
: undefined
}
/>
)}
</div>
</fieldset>
<div className="mt-6 flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
onClick={async () => navigate(-1)}
>
<Trans>Cancel</Trans>
</Button>
<DocumentSigningCompleteDialog
isSubmitting={isSubmitting || isAssistantSubmitting}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
disabled={!isRecipientsTurn}
onSignatureComplete={async (nextSigner) => {
await completeDocument(undefined, nextSigner);
}}
role={recipient.role}
allowDictateNextSigner={
nextRecipient && document.documentMeta?.allowDictateNextSigner
}
defaultNextSigner={
nextRecipient
? { name: nextRecipient.name, email: nextRecipient.email }
: undefined
}
/>
</div>
</>
)}

View File

@ -3,6 +3,7 @@ import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import type { Field } from '@prisma/client';
import { FieldType, RecipientRole } from '@prisma/client';
import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
import { match } from 'ts-pattern';
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
@ -20,6 +21,7 @@ import type { CompletedField } from '@documenso/lib/types/fields';
import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@ -62,6 +64,7 @@ export const DocumentSigningPageView = ({
const { documentData, documentMeta } = document;
const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
const [isExpanded, setIsExpanded] = useState(false);
let senderName = document.user.name ?? '';
let senderEmail = `(${document.user.email})`;
@ -77,15 +80,15 @@ export const DocumentSigningPageView = ({
return (
<DocumentSigningRecipientProvider recipient={recipient} targetSigner={targetSigner}>
<div className="mx-auto w-full max-w-screen-xl">
<div className="mx-auto w-full max-w-screen-xl sm:px-6">
<h1
className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
className="block max-w-[20rem] truncate text-2xl font-semibold sm:mt-4 md:max-w-[30rem] md:text-3xl"
title={document.title}
>
{document.title}
</h1>
<div className="mt-2.5 flex flex-wrap items-center justify-between gap-x-6">
<div className="mt-1.5 flex flex-wrap items-center justify-between gap-y-2 sm:mt-2.5 sm:gap-y-0">
<div className="max-w-[50ch]">
<span className="text-muted-foreground truncate" title={senderName}>
{senderName} {senderEmail}
@ -135,26 +138,79 @@ export const DocumentSigningPageView = ({
<DocumentSigningRejectDialog document={document} token={recipient.token} />
</div>
<div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
<Card
className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
gradient
>
<CardContent className="p-2">
<PDFViewer key={documentData.id} documentData={documentData} document={document} />
</CardContent>
</Card>
<div className="relative mt-4 flex w-full flex-col gap-x-6 gap-y-8 sm:mt-8 md:flex-row lg:gap-x-8 lg:gap-y-0">
<div className="flex-1">
<Card className="rounded-xl before:rounded-xl" gradient>
<CardContent className="p-2">
<PDFViewer key={documentData.id} documentData={documentData} document={document} />
</CardContent>
</Card>
</div>
<div className="col-span-12 lg:col-span-5 xl:col-span-4">
<DocumentSigningForm
document={document}
recipient={recipient}
fields={fields}
redirectUrl={documentMeta?.redirectUrl}
isRecipientsTurn={isRecipientsTurn}
allRecipients={allRecipients}
setSelectedSignerId={setSelectedSignerId}
/>
<div
key={isExpanded ? 'expanded' : 'collapsed'}
className="group/document-widget fixed bottom-6 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-4 md:sticky md:bottom-[unset] md:top-4 md:z-auto md:w-[350px] md:px-0"
data-expanded={isExpanded || undefined}
>
<div className="border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
<div className="flex items-center justify-between gap-x-2">
<h3 className="text-foreground text-xl font-semibold md:text-2xl">
{match(recipient.role)
.with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
.with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
.with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
.with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
.otherwise(() => null)}
</h3>
<Button variant="outline" className="h-8 w-8 p-0 md:hidden">
{isExpanded ? (
<LucideChevronDown
className="text-muted-foreground h-5 w-5"
onClick={() => setIsExpanded(false)}
/>
) : (
<LucideChevronUp
className="text-muted-foreground h-5 w-5"
onClick={() => setIsExpanded(true)}
/>
)}
</Button>
</div>
<div className="hidden group-data-[expanded]/document-widget:block md:block">
<p className="text-muted-foreground mt-2 text-sm">
{match(recipient.role)
.with(RecipientRole.VIEWER, () => (
<Trans>Please mark as viewed to complete.</Trans>
))
.with(RecipientRole.SIGNER, () => (
<Trans>Please review the document before signing.</Trans>
))
.with(RecipientRole.APPROVER, () => (
<Trans>Please review the document before approving.</Trans>
))
.with(RecipientRole.ASSISTANT, () => (
<Trans>Complete the fields for the following signers.</Trans>
))
.otherwise(() => null)}
</p>
<hr className="border-border mb-8 mt-4" />
</div>
<div className="-mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
<DocumentSigningForm
document={document}
recipient={recipient}
fields={fields}
redirectUrl={documentMeta?.redirectUrl}
isRecipientsTurn={isRecipientsTurn}
allRecipients={allRecipients}
setSelectedSignerId={setSelectedSignerId}
/>
</div>
</div>
</div>
</div>