Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2026-08-21 14:01:48 +10:00
Code Issues Packages Projects Releases Wiki Activity

feat: unify settings (#3128)

Browse Source
This commit is contained in:
David Nguyen
2026-08-09 16:00:55 +10:00
committed by GitHub
parent f0ab7c112e
commit d6cf3fec4b
120 changed files with 4181 additions and 1859 deletions
Download Patch File Download Diff File Expand all files Collapse all files
apps/remix/app/components/forms/branding-preferences-form.tsx
+33 -24
View File
@@ -29,6 +29,7 @@ import { useOptionalCurrentTeam } from '~/providers/team';
import { useCspNonce } from '~/utils/nonce';
import { FormStickySaveBar } from './form-sticky-save-bar';
import { InheritableField } from './inheritable-field';
const ZBrandingPreferencesFormSchema = z.object({
brandingEnabled: z.boolean().nullable(),
@@ -210,11 +211,13 @@ export function BrandingPreferencesForm({
control={form.control}
name="brandingEnabled"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Enable Custom Branding</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Enable Custom Branding</Trans>}
testId="branding-enabled"
>
<FormControl>
<Select
{...field}
@@ -252,7 +255,7 @@ export function BrandingPreferencesForm({
<Trans>Enable custom branding for all documents in this organisation</Trans>
)}
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
@@ -263,11 +266,13 @@ export function BrandingPreferencesForm({
control={form.control}
name="brandingLogo"
render={({ field: { value: _value, onChange, ...field } }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Branding Logo</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={!previewUrl}
label={<Trans>Branding Logo</Trans>}
testId="branding-logo"
>
<div className="flex flex-col gap-4">
<div className="relative h-48 w-full overflow-hidden rounded-lg border border-border bg-background">
{previewUrl ? (
@@ -345,7 +350,7 @@ export function BrandingPreferencesForm({
)}
</FormDescription>
</div>
</FormItem>
</InheritableField>
)}
/>
@@ -353,11 +358,13 @@ export function BrandingPreferencesForm({
control={form.control}
name="brandingUrl"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Brand Website</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={!field.value}
label={<Trans>Brand Website</Trans>}
testId="branding-url"
>
<FormControl>
<Input type="url" placeholder="https://example.com" disabled={!isBrandingEnabled} {...field} />
</FormControl>
@@ -372,7 +379,7 @@ export function BrandingPreferencesForm({
</span>
)}
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
@@ -380,11 +387,13 @@ export function BrandingPreferencesForm({
control={form.control}
name="brandingCompanyDetails"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Brand Details</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={!field.value}
label={<Trans>Brand Details</Trans>}
testId="branding-company-details"
>
<FormControl>
<Textarea
placeholder={t`Enter your brand details`}
@@ -404,7 +413,7 @@ export function BrandingPreferencesForm({
</span>
)}
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
</div>
apps/remix/app/components/forms/certificate-preferences-form.tsx
+169
View File
@@ -0,0 +1,169 @@
import { Form, FormControl, FormDescription, FormField } from '@documenso/ui/primitives/form/form';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import type { TeamGlobalSettings } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { FormStickySaveBar } from './form-sticky-save-bar';
import { InheritableField } from './inheritable-field';
const ZCertificatePreferencesFormSchema = z.object({
includeSigningCertificate: z.boolean().nullable(),
includeAuditLog: z.boolean().nullable(),
});
export type TCertificatePreferencesFormSchema = z.infer<typeof ZCertificatePreferencesFormSchema>;
type SettingsSubset = Pick<TeamGlobalSettings, 'includeSigningCertificate' | 'includeAuditLog'>;
export type CertificatePreferencesFormProps = {
settings: SettingsSubset;
canInherit: boolean;
onFormSubmit: (data: TCertificatePreferencesFormSchema) => Promise<void>;
};
export const CertificatePreferencesForm = ({ settings, canInherit, onFormSubmit }: CertificatePreferencesFormProps) => {
const form = useForm<TCertificatePreferencesFormSchema>({
defaultValues: {
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
},
resolver: zodResolver(ZCertificatePreferencesFormSchema),
});
const handleFormSubmit = form.handleSubmit(async (data) => {
try {
await onFormSubmit(data);
} catch {
// The page handler surfaces its own error toast. Keep the form dirty so
// the save bar stays visible and the user can retry.
return;
}
form.reset(data);
});
return (
<Form {...form}>
<form onSubmit={handleFormSubmit}>
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="includeSigningCertificate"
render={({ field }) => (
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Include the Signing Certificate in the Document</Trans>}
testId="include-signing-certificate"
>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger
className="bg-background text-muted-foreground"
data-testid="include-signing-certificate-trigger"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Controls whether the signing certificate will be included in the document when it is downloaded. The
signing certificate can still be downloaded from the logs page separately.
</Trans>
</FormDescription>
</InheritableField>
)}
/>
<FormField
control={form.control}
name="includeAuditLog"
render={({ field }) => (
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Include the Audit Logs in the Document</Trans>}
testId="include-audit-log"
>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger
className="bg-background text-muted-foreground"
data-testid="include-audit-log-trigger"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Controls whether the audit logs will be included in the document when it is downloaded. The audit
logs can still be downloaded from the logs page separately.
</Trans>
</FormDescription>
</InheritableField>
)}
/>
<FormStickySaveBar
isDirty={form.formState.isDirty}
isSubmitting={form.formState.isSubmitting}
onReset={() => form.reset()}
/>
</fieldset>
</form>
</Form>
);
};
apps/remix/app/components/forms/document-preferences-form.tsx
+72 -323
View File
@@ -2,11 +2,6 @@ import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/org
import { useSession } from '@documenso/lib/client-only/providers/session';
import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
import {
type TEnvelopeExpirationPeriod,
ZEnvelopeExpirationPeriod,
} from '@documenso/lib/constants/envelope-expiration';
import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
@@ -16,28 +11,17 @@ import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documens
import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
import { Alert } from '@documenso/ui/primitives/alert';
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
import { Combobox } from '@documenso/ui/primitives/combobox';
import {
Form,
FormControl,
FormDescription,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg, t } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
import { DocumentVisibility, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
@@ -46,6 +30,7 @@ import { useOptionalCurrentTeam } from '~/providers/team';
import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
import { FormStickySaveBar } from './form-sticky-save-bar';
import { InheritableField } from './inheritable-field';
/**
* Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -56,15 +41,10 @@ export type TDocumentPreferencesFormSchema = {
documentLanguage: (typeof SUPPORTED_LANGUAGE_CODES)[number] | null;
documentTimezone: string | null;
documentDateFormat: TDocumentMetaDateFormat | null;
includeSenderDetails: boolean | null;
includeSigningCertificate: boolean | null;
includeAuditLog: boolean | null;
signatureTypes: DocumentSignatureType[];
defaultRecipients: TDefaultRecipients | null;
delegateDocumentOwnership: boolean | null;
aiFeaturesEnabled: boolean | null;
envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
reminderSettings: TEnvelopeReminderSettings | null;
};
type SettingsSubset = Pick<
@@ -73,17 +53,12 @@ type SettingsSubset = Pick<
| 'documentLanguage'
| 'documentTimezone'
| 'documentDateFormat'
| 'includeSenderDetails'
| 'includeSigningCertificate'
| 'includeAuditLog'
| 'typedSignatureEnabled'
| 'uploadSignatureEnabled'
| 'drawSignatureEnabled'
| 'defaultRecipients'
| 'delegateDocumentOwnership'
| 'aiFeaturesEnabled'
| 'envelopeExpirationPeriod'
| 'reminderSettings'
>;
export type DocumentPreferencesFormProps = {
@@ -101,15 +76,10 @@ const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPr
documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
documentTimezone: settings.documentTimezone,
documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
includeSenderDetails: settings.includeSenderDetails,
includeSigningCertificate: settings.includeSigningCertificate,
includeAuditLog: settings.includeAuditLog,
signatureTypes: extractTeamSignatureSettings({ ...settings }),
defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
delegateDocumentOwnership: settings.delegateDocumentOwnership,
aiFeaturesEnabled: settings.aiFeaturesEnabled,
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
reminderSettings: settings.reminderSettings ?? null,
};
};
@@ -120,31 +90,23 @@ export const DocumentPreferencesForm = ({
isAiFeaturesConfigured = false,
}: DocumentPreferencesFormProps) => {
const { _ } = useLingui();
const { user, organisations } = useSession();
const { organisations } = useSession();
const currentOrganisation = useCurrentOrganisation();
const optionalTeam = useOptionalCurrentTeam();
const isPersonalLayoutMode = isPersonalLayout(organisations);
const isPersonalOrganisation = currentOrganisation.type === OrganisationType.PERSONAL;
const placeholderEmail = user.email ?? 'user@example.com';
const ZDocumentPreferencesFormSchema = z.object({
documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
documentTimezone: z.string().nullable(),
documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
includeSenderDetails: z.boolean().nullable(),
includeSigningCertificate: z.boolean().nullable(),
includeAuditLog: z.boolean().nullable(),
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
message: msg`At least one signature type must be enabled`.id,
}),
defaultRecipients: ZDefaultRecipientsSchema.nullable(),
delegateDocumentOwnership: z.boolean().nullable(),
aiFeaturesEnabled: z.boolean().nullable(),
envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
reminderSettings: ZEnvelopeReminderSettings.nullable(),
});
const defaultValues = getDocumentPreferencesFormValues(settings);
@@ -189,17 +151,19 @@ export const DocumentPreferencesForm = ({
return (
<Form {...form}>
<form onSubmit={handleFormSubmit}>
<fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
{!isPersonalLayoutMode && (
<FormField
control={form.control}
name="documentVisibility"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Document Visibility</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Document Visibility</Trans>}
testId="document-visibility"
>
<FormControl>
<Select
{...field}
@@ -236,7 +200,7 @@ export const DocumentPreferencesForm = ({
<FormDescription>
<Trans>Controls the default visibility of an uploaded document.</Trans>
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
)}
@@ -245,11 +209,13 @@ export const DocumentPreferencesForm = ({
control={form.control}
name="documentLanguage"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Document Language</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Document Language</Trans>}
testId="document-language"
>
<FormControl>
<Select
{...field}
@@ -283,7 +249,7 @@ export const DocumentPreferencesForm = ({
communications with the recipients.
</Trans>
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
@@ -291,11 +257,12 @@ export const DocumentPreferencesForm = ({
control={form.control}
name="documentDateFormat"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Default Date Format</Trans>
</FormLabel>
<InheritableField
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Date Format</Trans>}
testId="document-date-format"
>
<FormControl>
<Select
value={field.value === null ? '-1' : field.value}
@@ -322,7 +289,7 @@ export const DocumentPreferencesForm = ({
</FormControl>
<FormMessage />
</FormItem>
</InheritableField>
)}
/>
@@ -330,11 +297,12 @@ export const DocumentPreferencesForm = ({
control={form.control}
name="documentTimezone"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Default Time Zone</Trans>
</FormLabel>
<InheritableField
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Time Zone</Trans>}
testId="document-timezone"
>
<FormControl>
<Combobox
triggerPlaceholder={canInherit ? t`Inherit from organisation` : t`Local timezone`}
@@ -347,7 +315,7 @@ export const DocumentPreferencesForm = ({
</FormControl>
<FormMessage />
</FormItem>
</InheritableField>
)}
/>
@@ -355,12 +323,18 @@ export const DocumentPreferencesForm = ({
control={form.control}
name="signatureTypes"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel className="flex flex-row items-center">
<Trans>Default Signature Settings</Trans>
<DocumentSignatureSettingsTooltip />
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={canInherit && (field.value === null || field.value.length === 0)}
label={
<span className="flex flex-row items-center">
<Trans>Default Signature Settings</Trans>
<DocumentSignatureSettingsTooltip />
</span>
}
testId="signature-types"
>
<FormControl>
<MultiSelectCombobox
options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
@@ -383,179 +357,7 @@ export const DocumentPreferencesForm = ({
<Trans>Controls which signatures are allowed to be used when signing a document.</Trans>
</FormDescription>
)}
</FormItem>
)}
/>
{!isPersonalLayoutMode && !isPersonalOrganisation && (
<FormField
control={form.control}
name="includeSenderDetails"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Send on Behalf of Team</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger
className="bg-background text-muted-foreground"
data-testid="include-sender-details-trigger"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<div className="pt-2">
<div className="font-medium text-muted-foreground text-xs">
<Trans>Preview</Trans>
</div>
<Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
{field.value ? (
<Trans>
"{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
</Trans>
) : (
<Trans>"Team Name" has invited you to sign "example document".</Trans>
)}
</Alert>
</div>
<FormDescription>
<Trans>
Controls the formatting of the message that will be sent when inviting a recipient to sign a
document. If a custom message has been provided while configuring the document, it will be used
instead.
</Trans>
</FormDescription>
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name="includeSigningCertificate"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Include the Signing Certificate in the Document</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger
className="bg-background text-muted-foreground"
data-testid="include-signing-certificate-trigger"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Controls whether the signing certificate will be included in the document when it is downloaded. The
signing certificate can still be downloaded from the logs page separately.
</Trans>
</FormDescription>
</FormItem>
)}
/>
<FormField
control={form.control}
name="includeAuditLog"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Include the Audit Logs in the Document</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger className="bg-background text-muted-foreground">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<FormDescription>
<Trans>
Controls whether the audit logs will be included in the document when it is downloaded. The audit
logs can still be downloaded from the logs page separately.
</Trans>
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
@@ -566,11 +368,13 @@ export const DocumentPreferencesForm = ({
const recipients = field.value ?? [];
return (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Recipients</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Recipients</Trans>}
testId="default-recipients"
>
{canInherit && (
<Select
value={field.value === null ? '-1' : '0'}
@@ -638,7 +442,7 @@ export const DocumentPreferencesForm = ({
<FormDescription>
<Trans>Recipients that will be automatically added to new documents.</Trans>
</FormDescription>
</FormItem>
</InheritableField>
);
}}
/>
@@ -647,11 +451,13 @@ export const DocumentPreferencesForm = ({
control={form.control}
name="delegateDocumentOwnership"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Delegate Document Ownership</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Delegate Document Ownership</Trans>}
testId="delegate-document-ownership"
>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
@@ -681,65 +487,7 @@ export const DocumentPreferencesForm = ({
<FormDescription>
<Trans>Enable team API tokens to delegate document ownership to another team member.</Trans>
</FormDescription>
</FormItem>
)}
/>
<FormField
control={form.control}
name="envelopeExpirationPeriod"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Envelope Expiration</Trans>
</FormLabel>
<FormControl>
<ExpirationPeriodPicker
value={field.value}
onChange={field.onChange}
inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
/>
</FormControl>
<FormDescription>
<Trans>
Controls how long recipients have to complete signing before the document expires. After expiration,
recipients can no longer sign the document.
</Trans>
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="reminderSettings"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Signing Reminders</Trans>
</FormLabel>
<FormControl>
<ReminderSettingsPicker
value={field.value}
onChange={field.onChange}
inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
/>
</FormControl>
<FormDescription>
<Trans>
Controls when and how often reminder emails are sent to recipients who have not yet completed
signing.
</Trans>
</FormDescription>
<FormMessage />
</FormItem>
</InheritableField>
)}
/>
@@ -748,11 +496,13 @@ export const DocumentPreferencesForm = ({
control={form.control}
name="aiFeaturesEnabled"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>AI Features</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>AI Features</Trans>}
testId="ai-features-enabled"
>
<FormControl>
<Select
{...field}
@@ -790,7 +540,7 @@ export const DocumentPreferencesForm = ({
prefer European regions where available.
</Trans>
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
)}
@@ -806,7 +556,6 @@ export const DocumentPreferencesForm = ({
onReset={handleResetToDefaults}
showAiFeatures={isAiFeaturesConfigured}
showDocumentVisibility={!isPersonalLayoutMode}
showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
/>
) : undefined
}
apps/remix/app/components/forms/email-preferences-form.tsx
+104 -13
View File
@@ -1,9 +1,11 @@
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { useSession } from '@documenso/lib/client-only/providers/session';
import { FROM_ADDRESS } from '@documenso/lib/constants/email';
import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import { zEmail } from '@documenso/lib/utils/zod';
import { trpc } from '@documenso/trpc/react';
import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
import { Alert } from '@documenso/ui/primitives/alert';
import {
Form,
FormControl,
@@ -17,22 +19,27 @@ import { Input } from '@documenso/ui/primitives/input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import type { TeamGlobalSettings } from '@prisma/client';
import { OrganisationType, type TeamGlobalSettings } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { FormStickySaveBar } from './form-sticky-save-bar';
import { InheritableField } from './inheritable-field';
const ZEmailPreferencesFormSchema = z.object({
emailId: z.string().nullable(),
emailReplyTo: zEmail().nullable(),
// emailReplyToName: z.string(),
emailDocumentSettings: ZDocumentEmailSettingsSchema.nullable(),
includeSenderDetails: z.boolean().nullable(),
});
export type TEmailPreferencesFormSchema = z.infer<typeof ZEmailPreferencesFormSchema>;
type SettingsSubset = Pick<TeamGlobalSettings, 'emailId' | 'emailReplyTo' | 'emailDocumentSettings'>;
type SettingsSubset = Pick<
TeamGlobalSettings,
'emailId' | 'emailReplyTo' | 'emailDocumentSettings' | 'includeSenderDetails'
>;
export type EmailPreferencesFormProps = {
settings: SettingsSubset;
@@ -41,14 +48,20 @@ export type EmailPreferencesFormProps = {
};
export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: EmailPreferencesFormProps) => {
const { user } = useSession();
const organisation = useCurrentOrganisation();
const isPersonalOrganisation = organisation.type === OrganisationType.PERSONAL;
const placeholderEmail = user.email ?? 'user@example.com';
const form = useForm<TEmailPreferencesFormSchema>({
defaultValues: {
emailId: settings.emailId,
emailReplyTo: settings.emailReplyTo,
// emailReplyToName: settings.emailReplyToName,
emailDocumentSettings: settings.emailDocumentSettings,
includeSenderDetails: settings.includeSenderDetails,
},
resolver: zodResolver(ZEmailPreferencesFormSchema),
});
@@ -75,7 +88,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
return (
<Form {...form}>
<form onSubmit={handleFormSubmit}>
<fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
{organisation.organisationClaim.flags.emailDomains && (
<FormField
control={form.control}
@@ -122,10 +135,12 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
control={form.control}
name="emailReplyTo"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Reply to email</Trans>
</FormLabel>
<InheritableField
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Reply to email</Trans>}
testId="email-reply-to"
>
<FormControl>
<Input
{...field}
@@ -146,7 +161,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
</span>
)}
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
@@ -170,10 +185,13 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
control={form.control}
name="emailDocumentSettings"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>
<Trans>Default Email Settings</Trans>
</FormLabel>
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Email Settings</Trans>}
testId="email-document-settings"
>
{canInherit && (
<Select
value={field.value === null ? 'INHERIT' : 'CONTROLLED'}
@@ -212,10 +230,83 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
settings will not affect existing documents or templates.
</Trans>
</FormDescription>
</FormItem>
</InheritableField>
)}
/>
{!isPersonalOrganisation && (
<FormField
control={form.control}
name="includeSenderDetails"
render={({ field }) => (
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Send on Behalf of Team</Trans>}
testId="include-sender-details"
>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value.toString()}
onValueChange={(value) =>
field.onChange(value === 'true' ? true : value === 'false' ? false : null)
}
>
<SelectTrigger
className="bg-background text-muted-foreground"
data-testid="include-sender-details-trigger"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="true">
<Trans>Yes</Trans>
</SelectItem>
<SelectItem value="false">
<Trans>No</Trans>
</SelectItem>
{canInherit && (
<SelectItem value={'-1'}>
<Trans>Inherit from organisation</Trans>
</SelectItem>
)}
</SelectContent>
</Select>
</FormControl>
<div className="pt-2">
<div className="font-medium text-muted-foreground text-xs">
<Trans>Preview</Trans>
</div>
<Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
{field.value ? (
<Trans>
"{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
</Trans>
) : (
<Trans>"Team Name" has invited you to sign "example document".</Trans>
)}
</Alert>
</div>
<FormDescription>
<Trans>
Controls the formatting of the message that will be sent when inviting a recipient to sign a
document. If a custom message has been provided while configuring the document, it will be used
instead.
</Trans>
</FormDescription>
</InheritableField>
)}
/>
)}
<FormStickySaveBar
isDirty={form.formState.isDirty}
isSubmitting={form.formState.isSubmitting}
apps/remix/app/components/forms/form-sticky-save-bar.tsx
+23 -3
View File
@@ -5,6 +5,22 @@ import { AnimatePresence, motion } from 'framer-motion';
import { AlertTriangleIcon } from 'lucide-react';
import { type ReactNode, useEffect, useRef, useState } from 'react';
const getScrollParent = (node: HTMLElement): HTMLElement | null => {
let current = node.parentElement;
while (current) {
const { overflowY } = getComputedStyle(current);
if (overflowY === 'auto' || overflowY === 'scroll') {
return current;
}
current = current.parentElement;
}
return null;
};
export type FormStickySaveBarProps = {
isDirty: boolean;
isSubmitting: boolean;
@@ -43,14 +59,18 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefau
}
// The sentinel sits at the bar's resting position (the end of the form). While the
// bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
// view); once you reach the form's end it comes into view and the bar settles.
// bar is stuck to the bottom of the scroll container the sentinel is scrolled past
// (out of view); once you reach the form's end it comes into view and the bar settles.
//
// Observe relative to the actual scroll container (not always the viewport) so a
// banner shifting the page can't desync the detection from the sticky bar — both
// then share the same reference box.
const observer = new IntersectionObserver(
([entry]) => {
setIsStuck(!entry.isIntersecting);
},
{
root: null,
root: getScrollParent(sentinel),
rootMargin: '0px 0px -24px 0px',
threshold: 0,
},
apps/remix/app/components/forms/inheritable-field.tsx
+51
View File
@@ -0,0 +1,51 @@
import { cn } from '@documenso/ui/lib/utils';
import { FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
import { Trans } from '@lingui/react/macro';
import type { ReactNode } from 'react';
export type InheritableFieldProps = {
isInherited: boolean;
canInherit: boolean;
label: ReactNode;
children: ReactNode;
className?: string;
testId?: string;
};
export const InheritableField = ({
isInherited,
canInherit,
label,
children,
className,
testId,
}: InheritableFieldProps) => {
if (!canInherit) {
return (
<FormItem className={className}>
<FormLabel>{label}</FormLabel>
{children}
</FormItem>
);
}
return (
<FormItem className={className} data-testid={testId ? `inheritable-${testId}` : undefined}>
<FormLabel className="flex items-center gap-2">
{label}
<span
className={cn(
'rounded px-1.5 py-0.5 font-bold text-[9px] uppercase tracking-wide',
isInherited
? 'bg-muted text-muted-foreground'
: 'bg-amber-100 text-amber-800 dark:bg-amber-950 dark:text-amber-300',
)}
data-testid={testId ? `${testId}-status` : undefined}
>
{isInherited ? <Trans>Inherited</Trans> : <Trans>Override</Trans>}
</span>
</FormLabel>
{children}
</FormItem>
);
};
apps/remix/app/components/forms/reminder-preferences-form.tsx
+134
View File
@@ -0,0 +1,134 @@
import {
type TEnvelopeExpirationPeriod,
ZEnvelopeExpirationPeriod,
} from '@documenso/lib/constants/envelope-expiration';
import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, useLingui } from '@lingui/react/macro';
import type { TeamGlobalSettings } from '@prisma/client';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { FormStickySaveBar } from './form-sticky-save-bar';
import { InheritableField } from './inheritable-field';
const ZReminderPreferencesFormSchema = z.object({
envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
reminderSettings: ZEnvelopeReminderSettings.nullable(),
});
export type TReminderPreferencesFormSchema = {
envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
reminderSettings: TEnvelopeReminderSettings | null;
};
type SettingsSubset = Pick<TeamGlobalSettings, 'envelopeExpirationPeriod' | 'reminderSettings'>;
export type ReminderPreferencesFormProps = {
settings: SettingsSubset;
canInherit: boolean;
onFormSubmit: (data: TReminderPreferencesFormSchema) => Promise<void>;
};
export const ReminderPreferencesForm = ({ settings, canInherit, onFormSubmit }: ReminderPreferencesFormProps) => {
const { t } = useLingui();
const form = useForm<TReminderPreferencesFormSchema>({
defaultValues: {
envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
reminderSettings: settings.reminderSettings ?? null,
},
resolver: zodResolver(ZReminderPreferencesFormSchema),
});
const handleFormSubmit = form.handleSubmit(async (data) => {
try {
await onFormSubmit(data);
} catch {
// The page handler surfaces its own error toast. Keep the form dirty so
// the save bar stays visible and the user can retry.
return;
}
form.reset(data);
});
return (
<Form {...form}>
<form onSubmit={handleFormSubmit}>
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="envelopeExpirationPeriod"
render={({ field }) => (
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Envelope Expiration</Trans>}
testId="envelope-expiration-period"
>
<FormControl>
<ExpirationPeriodPicker
value={field.value}
onChange={field.onChange}
inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
/>
</FormControl>
<FormDescription>
<Trans>
Controls how long recipients have to complete signing before the document expires. After expiration,
recipients can no longer sign the document.
</Trans>
</FormDescription>
<FormMessage />
</InheritableField>
)}
/>
<FormField
control={form.control}
name="reminderSettings"
render={({ field }) => (
<InheritableField
className="flex-1"
canInherit={canInherit}
isInherited={field.value === null}
label={<Trans>Default Signing Reminders</Trans>}
testId="reminder-settings"
>
<FormControl>
<ReminderSettingsPicker
value={field.value}
onChange={field.onChange}
inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
/>
</FormControl>
<FormDescription>
<Trans>
Controls when and how often reminder emails are sent to recipients who have not yet completed
signing.
</Trans>
</FormDescription>
<FormMessage />
</InheritableField>
)}
/>
<FormStickySaveBar
isDirty={form.formState.isDirty}
isSubmitting={form.formState.isSubmitting}
onReset={() => form.reset()}
/>
</fieldset>
</form>
</Form>
);
};