mirror of
https://github.com/documenso/documenso.git
synced 2026-08-20 05:21:51 +10:00
feat: render envelope editor recipients as signing step cards
This commit is contained in:
David Nguyen
+18
-512
@@ -1,5 +1,4 @@
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import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
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import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
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import { ZEditorRecipientsFormSchema } from '@documenso/lib/client-only/hooks/use-editor-recipients';
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import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
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import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
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@@ -7,38 +6,24 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
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import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
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import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
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import { nanoid } from '@documenso/lib/universal/id';
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import {
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isAssistantLastSigner,
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isCcRecipient,
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normalizeRecipientSigningOrders,
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canRecipientBeModified as utilCanRecipientBeModified,
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} from '@documenso/lib/utils/recipients';
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import { trpc } from '@documenso/trpc/react';
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import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
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import {
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RecipientAutoCompleteInput,
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type RecipientAutoCompleteOption,
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} from '@documenso/ui/components/recipient/recipient-autocomplete-input';
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import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
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import { groupRecipientsBySigningOrder, normalizeGroupedSigningOrders } from '@documenso/lib/utils/recipient-groups';
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import { canEditorRecipientBeModified } from '@documenso/lib/utils/recipients';
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import { cn } from '@documenso/ui/lib/utils';
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import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
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import { Button } from '@documenso/ui/primitives/button';
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
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import { Checkbox } from '@documenso/ui/primitives/checkbox';
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import { SigningOrderConfirmation } from '@documenso/ui/primitives/document-flow/signing-order-confirmation';
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import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
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import { Form, FormControl, FormField, FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
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import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
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import { Input } from '@documenso/ui/primitives/input';
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import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
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import { useToast } from '@documenso/ui/primitives/use-toast';
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import { DragDropContext, Draggable, Droppable, type DropResult, type SensorAPI } from '@hello-pangea/dnd';
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import { plural } from '@lingui/core/macro';
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import { Trans, useLingui } from '@lingui/react/macro';
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import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
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import { motion } from 'framer-motion';
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import { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
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import { Trans } from '@lingui/react/macro';
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import { DocumentSigningOrder, RecipientRole, SendStatus } from '@prisma/client';
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import { HelpCircleIcon, PlusIcon, SparklesIcon } from 'lucide-react';
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import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
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import { useFieldArray, useWatch } from 'react-hook-form';
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import { useWatch } from 'react-hook-form';
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import { useRevalidator, useSearchParams } from 'react-router';
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import { isDeepEqual } from 'remeda';
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@@ -46,6 +31,8 @@ import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-
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import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
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import { useCurrentTeam } from '~/providers/team';
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import { RecipientStepList } from './recipient-step-list';
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export const EnvelopeEditorRecipientForm = () => {
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const { envelope, setRecipientsDebounced, updateEnvelope, editorRecipients, isEmbedded, editorConfig } =
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useCurrentEnvelopeEditor();
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@@ -53,7 +40,6 @@ export const EnvelopeEditorRecipientForm = () => {
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const organisation = useCurrentOrganisation();
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const team = useCurrentTeam();
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const { t } = useLingui();
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const { toast } = useToast();
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const { remaining } = useLimits();
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const { sessionData } = useOptionalSession();
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@@ -61,7 +47,6 @@ export const EnvelopeEditorRecipientForm = () => {
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const user = sessionData?.user;
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const [searchParams, setSearchParams] = useSearchParams();
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const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
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const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
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// AI recipient detection dialog state
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@@ -107,23 +92,8 @@ export const EnvelopeEditorRecipientForm = () => {
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});
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};
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const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
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const $sensorApi = useRef<SensorAPI | null>(null);
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const isFirstRender = useRef(true);
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const { recipients, fields } = envelope;
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const { data: recipientSuggestionsData, isLoading } = trpc.recipient.suggestions.find.useQuery(
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{
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query: debouncedRecipientSearchQuery,
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},
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{
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enabled: debouncedRecipientSearchQuery.length > 1 && !isEmbedded,
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retry: false,
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},
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);
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const recipientSuggestions = recipientSuggestionsData?.results || [];
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const { recipients } = envelope;
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const { form } = editorRecipients;
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@@ -161,16 +131,10 @@ export const EnvelopeEditorRecipientForm = () => {
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}, [watchedSigners]);
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const normalizeSigningOrders = (signers: typeof watchedSigners) => {
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return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
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return normalizeGroupedSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
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};
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const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
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const { fields: signers, remove: removeSigner } = useFieldArray({
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control,
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name: 'signers',
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keyName: 'nativeId',
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});
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const stepCount = useMemo(() => groupRecipientsBySigningOrder(watchedSigners).steps.length, [watchedSigners]);
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const emptySignerIndex = watchedSigners.findIndex(
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(signer) =>
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@@ -191,23 +155,7 @@ export const EnvelopeEditorRecipientForm = () => {
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(recipient) => recipient.role !== RecipientRole.CC && recipient.sendStatus === SendStatus.SENT,
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);
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const canRecipientBeModified = (recipientId?: number) => {
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if (envelope.type === EnvelopeType.TEMPLATE) {
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return true;
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}
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if (recipientId === undefined) {
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return true;
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}
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const recipient = recipients.find((recipient) => recipient.id === recipientId);
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if (!recipient) {
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return false;
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}
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return utilCanRecipientBeModified(recipient, fields);
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};
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const canRecipientBeModified = (recipientId?: number) => canEditorRecipientBeModified(envelope, recipientId);
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const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
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const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
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@@ -233,7 +181,7 @@ export const EnvelopeEditorRecipientForm = () => {
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email: '',
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role: RecipientRole.SIGNER,
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actionAuth: [],
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signingOrder: activeRecipientCount + 1,
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signingOrder: stepCount + 1,
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});
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};
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@@ -302,32 +250,6 @@ export const EnvelopeEditorRecipientForm = () => {
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});
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};
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const onRemoveSigner = (index: number) => {
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const signer = signers[index];
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if (!canRecipientBeModified(signer.id)) {
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toast({
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title: t`Cannot remove signer`,
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description: t`This signer has already signed the document.`,
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variant: 'destructive',
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});
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return;
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}
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const formStateIndex = form.getValues('signers').findIndex((s) => s.formId === signer.formId);
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if (formStateIndex !== -1) {
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removeSigner(formStateIndex);
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const updatedSigners = form.getValues('signers').filter((s) => s.formId !== signer.formId);
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form.setValue('signers', normalizeSigningOrders(updatedSigners), {
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shouldValidate: true,
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shouldDirty: true,
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});
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}
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};
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const onAddSelfSigner = () => {
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if (emptySignerIndex !== -1) {
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setValue(`signers.${emptySignerIndex}.name`, currentEditorName ?? '', {
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@@ -348,7 +270,7 @@ export const EnvelopeEditorRecipientForm = () => {
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email: currentEditorEmail ?? '',
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role: RecipientRole.SIGNER,
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actionAuth: [],
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signingOrder: activeRecipientCount + 1,
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signingOrder: stepCount + 1,
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},
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true,
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);
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@@ -357,142 +279,6 @@ export const EnvelopeEditorRecipientForm = () => {
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}
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};
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const handleRecipientAutoCompleteSelect = (index: number, suggestion: RecipientAutoCompleteOption) => {
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setValue(`signers.${index}.email`, suggestion.email, {
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shouldValidate: true,
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shouldDirty: true,
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});
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setValue(`signers.${index}.name`, suggestion.name || '', {
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shouldValidate: true,
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shouldDirty: true,
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});
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};
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const onDragEnd = useCallback(
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async (result: DropResult) => {
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if (!result.destination) {
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return;
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}
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const items = Array.from(watchedSigners);
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const [reorderedSigner] = items.splice(result.source.index, 1);
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// Find next valid position
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let insertIndex = result.destination.index;
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while (insertIndex < items.length && !canRecipientBeModified(items[insertIndex].id)) {
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insertIndex++;
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}
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items.splice(insertIndex, 0, reorderedSigner);
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const updatedSigners = normalizeSigningOrders(items);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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if (isAssistantLastSigner(updatedSigners)) {
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toast({
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title: t`Warning: Assistant as last signer`,
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description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
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});
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}
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await form.trigger('signers');
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},
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[form, canRecipientBeModified, watchedSigners, toast],
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);
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const handleRoleChange = useCallback(
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(index: number, role: RecipientRole) => {
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const currentSigners = form.getValues('signers');
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const signingOrder = form.getValues('signingOrder');
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// Handle parallel to sequential conversion for assistants
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if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
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form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL, {
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shouldValidate: true,
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shouldDirty: true,
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});
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toast({
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title: t`Signing order is enabled.`,
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description: t`You cannot add assistants when signing order is disabled.`,
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variant: 'destructive',
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});
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return;
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}
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const updatedSigners = normalizeSigningOrders(
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currentSigners.map((signer, idx) => ({
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...signer,
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role: idx === index ? role : signer.role,
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})),
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);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
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toast({
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title: t`Warning: Assistant as last signer`,
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description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
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});
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}
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},
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[form, toast, canRecipientBeModified],
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);
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const handleSigningOrderChange = useCallback(
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(index: number, newOrderString: string) => {
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const trimmedOrderString = newOrderString.trim();
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if (!trimmedOrderString) {
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return;
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}
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const newOrder = Number(trimmedOrderString);
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if (!Number.isInteger(newOrder) || newOrder < 1) {
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return;
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}
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const currentSigners = form.getValues('signers');
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const signer = currentSigners[index];
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if (isCcRecipient(signer)) {
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return;
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}
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const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
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const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
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const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
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if (currentSigningOrderIndex === -1) {
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return;
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}
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const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
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const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
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nonCcSigners.splice(newPosition, 0, reorderedSigner);
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const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
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form.setValue('signers', updatedSigners, {
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shouldValidate: true,
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shouldDirty: true,
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});
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if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
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toast({
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title: t`Warning: Assistant as last signer`,
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description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
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});
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}
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},
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[form, canRecipientBeModified, toast],
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);
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const handleSigningOrderDisable = useCallback(() => {
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setShowSigningOrderConfirmation(false);
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@@ -588,7 +374,7 @@ export const EnvelopeEditorRecipientForm = () => {
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}, [formValues]);
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const recipientCountLimit = organisation.organisationClaim.recipientCount;
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const isOverRecipientLimit = recipientCountLimit > 0 && signers.length > recipientCountLimit;
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const isOverRecipientLimit = recipientCountLimit > 0 && watchedSigners.length > recipientCountLimit;
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return (
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<Card backdropBlur={false} className="border">
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@@ -644,7 +430,7 @@ export const EnvelopeEditorRecipientForm = () => {
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type="button"
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className="flex-1"
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size="sm"
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disabled={isSubmitting || signers.length >= remaining.recipients}
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disabled={isSubmitting || watchedSigners.length >= remaining.recipients}
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onClick={() => onAddSigner()}
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>
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<PlusIcon className="mr-1 -ml-1 h-5 w-5" />
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@@ -794,287 +580,7 @@ export const EnvelopeEditorRecipientForm = () => {
|
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)}
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</div>
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<DragDropContext
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onDragEnd={onDragEnd}
|
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sensors={[
|
||||
(api: SensorAPI) => {
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$sensorApi.current = api;
|
||||
},
|
||||
]}
|
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>
|
||||
<Droppable droppableId="signers">
|
||||
{(provided) => (
|
||||
<div {...provided.droppableProps} ref={provided.innerRef} className="flex w-full flex-col gap-y-2">
|
||||
{signers.map((signer, index) => {
|
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const isDirectRecipient =
|
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envelope.type === EnvelopeType.TEMPLATE &&
|
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envelope.directLink !== null &&
|
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signer.id === envelope.directLink.directTemplateRecipientId;
|
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|
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return (
|
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<Draggable
|
||||
key={`${signer.nativeId}-${signer.signingOrder}`}
|
||||
draggableId={signer['nativeId']}
|
||||
index={index}
|
||||
isDragDisabled={
|
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!isSigningOrderSequential ||
|
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isSubmitting ||
|
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isCcRecipient(signer) ||
|
||||
!canRecipientBeModified(signer.id) ||
|
||||
!signer.signingOrder
|
||||
}
|
||||
>
|
||||
{(provided, snapshot) => (
|
||||
<div
|
||||
ref={provided.innerRef}
|
||||
{...provided.draggableProps}
|
||||
{...provided.dragHandleProps}
|
||||
className={cn('py-1', {
|
||||
'pointer-events-none rounded-md bg-widget-foreground pt-2': snapshot.isDragging,
|
||||
})}
|
||||
>
|
||||
<motion.fieldset
|
||||
data-native-id={signer.id}
|
||||
disabled={isSubmitting || !canRecipientBeModified(signer.id)}
|
||||
className={cn('pb-2', {
|
||||
'border-b pb-4': showAdvancedSettings && index !== signers.length - 1,
|
||||
'pt-2': showAdvancedSettings && index === 0,
|
||||
'pr-3': isSigningOrderSequential,
|
||||
})}
|
||||
>
|
||||
<div className="flex flex-row items-center gap-x-2">
|
||||
{isSigningOrderSequential && isCcRecipient(signer) && (
|
||||
<div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
|
||||
)}
|
||||
|
||||
{isSigningOrderSequential && !isCcRecipient(signer) && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.signingOrder`}
|
||||
render={({ field }) => (
|
||||
<FormItem
|
||||
className={cn('mt-auto flex items-center gap-x-1 space-y-0', {
|
||||
'mb-6':
|
||||
form.formState.errors.signers?.[index] &&
|
||||
!form.formState.errors.signers[index]?.signingOrder,
|
||||
})}
|
||||
>
|
||||
<GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
|
||||
<FormControl>
|
||||
<Input
|
||||
type="number"
|
||||
max={activeRecipientCount}
|
||||
data-testid="signing-order-input"
|
||||
className={cn(
|
||||
'w-10 text-center',
|
||||
'[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
|
||||
)}
|
||||
{...field}
|
||||
onChange={(e) => {
|
||||
field.onChange(e);
|
||||
handleSigningOrderChange(index, e.target.value);
|
||||
}}
|
||||
onBlur={(e) => {
|
||||
field.onBlur();
|
||||
handleSigningOrderChange(index, e.target.value);
|
||||
}}
|
||||
disabled={
|
||||
snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
|
||||
}
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
)}
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.email`}
|
||||
render={({ field }) => (
|
||||
<FormItem
|
||||
className={cn('relative w-full', {
|
||||
'mb-6':
|
||||
form.formState.errors.signers?.[index] &&
|
||||
!form.formState.errors.signers[index]?.email,
|
||||
})}
|
||||
>
|
||||
{!showAdvancedSettings && index === 0 && (
|
||||
<FormLabel>
|
||||
<Trans>Email</Trans>
|
||||
</FormLabel>
|
||||
)}
|
||||
|
||||
<FormControl>
|
||||
<RecipientAutoCompleteInput
|
||||
type="email"
|
||||
placeholder={t`Email`}
|
||||
value={field.value}
|
||||
disabled={
|
||||
snapshot.isDragging ||
|
||||
isSubmitting ||
|
||||
!canRecipientBeModified(signer.id) ||
|
||||
isDirectRecipient
|
||||
}
|
||||
options={recipientSuggestions}
|
||||
onSelect={(suggestion) =>
|
||||
handleRecipientAutoCompleteSelect(index, suggestion)
|
||||
}
|
||||
onSearchQueryChange={(query) => {
|
||||
field.onChange(query);
|
||||
setRecipientSearchQuery(query);
|
||||
}}
|
||||
loading={isLoading}
|
||||
data-testid="signer-email-input"
|
||||
maxLength={254}
|
||||
/>
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.name`}
|
||||
render={({ field }) => (
|
||||
<FormItem
|
||||
className={cn('w-full', {
|
||||
'mb-6':
|
||||
form.formState.errors.signers?.[index] &&
|
||||
!form.formState.errors.signers[index]?.name,
|
||||
})}
|
||||
>
|
||||
{!showAdvancedSettings && index === 0 && (
|
||||
<FormLabel>
|
||||
<Trans>Name</Trans>
|
||||
</FormLabel>
|
||||
)}
|
||||
|
||||
<FormControl>
|
||||
<RecipientAutoCompleteInput
|
||||
type="text"
|
||||
placeholder={t`Recipient ${index + 1}`}
|
||||
{...field}
|
||||
disabled={
|
||||
snapshot.isDragging ||
|
||||
isSubmitting ||
|
||||
!canRecipientBeModified(signer.id) ||
|
||||
isDirectRecipient
|
||||
}
|
||||
options={recipientSuggestions}
|
||||
onSelect={(suggestion) =>
|
||||
handleRecipientAutoCompleteSelect(index, suggestion)
|
||||
}
|
||||
onSearchQueryChange={(query) => {
|
||||
field.onChange(query);
|
||||
setRecipientSearchQuery(query);
|
||||
}}
|
||||
loading={isLoading}
|
||||
maxLength={255}
|
||||
/>
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.role`}
|
||||
render={({ field }) => (
|
||||
<FormItem
|
||||
className={cn('mt-auto w-fit', {
|
||||
'mb-6':
|
||||
form.formState.errors.signers?.[index] &&
|
||||
!form.formState.errors.signers[index]?.role,
|
||||
})}
|
||||
>
|
||||
<FormControl>
|
||||
<RecipientRoleSelect
|
||||
{...field}
|
||||
hideAssistantRole={!editorConfig.recipients?.allowAssistantRole}
|
||||
hideCCerRole={!editorConfig.recipients?.allowCCerRole}
|
||||
hideViewerRole={!editorConfig.recipients?.allowViewerRole}
|
||||
hideApproverRole={!editorConfig.recipients?.allowApproverRole}
|
||||
isAssistantEnabled={isSigningOrderSequential}
|
||||
onValueChange={(value) => {
|
||||
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
|
||||
handleRoleChange(index, value as RecipientRole);
|
||||
}}
|
||||
disabled={
|
||||
snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
|
||||
}
|
||||
/>
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('mt-auto px-2', {
|
||||
'mb-6': form.formState.errors.signers?.[index],
|
||||
})}
|
||||
data-testid="remove-signer-button"
|
||||
disabled={
|
||||
snapshot.isDragging ||
|
||||
isSubmitting ||
|
||||
!canRecipientBeModified(signer.id) ||
|
||||
signers.length === 1 ||
|
||||
isDirectRecipient
|
||||
}
|
||||
onClick={() => onRemoveSigner(index)}
|
||||
>
|
||||
<TrashIcon className="h-4 w-4" />
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
{showAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.actionAuth`}
|
||||
render={({ field }) => (
|
||||
<FormItem
|
||||
className={cn('mt-2 w-full', {
|
||||
'mb-6':
|
||||
form.formState.errors.signers?.[index] &&
|
||||
!form.formState.errors.signers[index]?.actionAuth,
|
||||
'pl-6': isSigningOrderSequential,
|
||||
})}
|
||||
>
|
||||
<FormControl>
|
||||
<RecipientActionAuthSelect
|
||||
{...field}
|
||||
onValueChange={field.onChange}
|
||||
disabled={
|
||||
snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
|
||||
}
|
||||
/>
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
)}
|
||||
</motion.fieldset>
|
||||
</div>
|
||||
)}
|
||||
</Draggable>
|
||||
);
|
||||
})}
|
||||
|
||||
{provided.placeholder}
|
||||
</div>
|
||||
)}
|
||||
</Droppable>
|
||||
</DragDropContext>
|
||||
<RecipientStepList showAdvancedSettings={showAdvancedSettings} />
|
||||
|
||||
<FormErrorMessage
|
||||
className="mt-2"
|
||||
|
||||
Reference in New Issue
Block a user