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.

apps/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -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"
@@ -340,17 +309,6 @@ 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>
-
-                <hr className="border-border mb-8 mt-4" />
-
               <fieldset
                 disabled={isSubmitting}
                 className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
@@ -422,7 +380,6 @@ export const DocumentSigningForm = ({
                   }
                 />
               </div>
-              </div>
             </>
           )}
         </div>

apps/remix/app/components/general/document-signing/document-signing-page-view.tsx

@@ -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}
@@ -135,17 +138,68 @@ 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
-          >
+        <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">
+          <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}
@@ -157,6 +211,8 @@ export const DocumentSigningPageView = ({
                 />
               </div>
             </div>
+          </div>
+        </div>
 
         <DocumentReadOnlyFields
           documentMeta={documentMeta || undefined}

packages/ui/primitives/dialog.tsx

@@ -65,7 +65,11 @@ const DialogContent = React.forwardRef<
       <DialogPrimitive.Content
         ref={ref}
         className={cn(
-          'bg-background animate-in data-[state=open]:fade-in-90 sm:zoom-in-90 data-[state=open]:slide-in-from-bottom-10 data-[state=open]:sm:slide-in-from-bottom-0 fixed z-50 grid w-full gap-4 rounded-b-lg border p-6 shadow-lg sm:max-w-lg sm:rounded-lg',
+          'bg-background animate-in data-[state=open]:fade-in-90 sm:zoom-in-90 data-[state=open]:slide-in-from-bottom-10 data-[state=open]:sm:slide-in-from-bottom-0 fixed z-50 grid w-full gap-4 border p-6 shadow-lg sm:max-w-lg sm:rounded-lg',
+          {
+            'rounded-b-xl': position === 'start',
+            'rounded-t-xl': position === 'end',
+          },
           className,
         )}
         {...props}