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fix: embed editing updates (#2197)

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Allows empty recipients for embed template authoring.

Also allows fixing the step to editing fields only for embedded
authoring updates.
This commit is contained in:
Lucas Smith
2025-11-15 00:47:50 +11:00
committed by GitHub
parent dabd2564cd
commit de3e6d2115
16 changed files with 208 additions and 151 deletions
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4
apps/remix/app/routes/embed+/v1+/authoring+/_layout.tsx
View File

@ -36,14 +36,14 @@ export const loader = async ({ request }: Route.LoaderArgs) => {
}
return {
hasValidToken: !!result,
token,
hasValidToken: !!result,
allowEmbedAuthoringWhiteLabel,
};
};
export default function AuthoringLayout() {
const { hasValidToken, token, allowEmbedAuthoringWhiteLabel } = useLoaderData<typeof loader>();
const { token, hasValidToken, allowEmbedAuthoringWhiteLabel } = useLoaderData<typeof loader>();
useLayoutEffect(() => {
try {

21
apps/remix/app/routes/embed+/v1+/authoring+/document.edit.$id.tsx
View File

@ -27,7 +27,7 @@ import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fiel
import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
import {
type TBaseEmbedAuthoringSchema,
ZBaseEmbedAuthoringSchema,
ZBaseEmbedAuthoringEditSchema,
} from '~/types/embed-authoring-base-schema';
import type { Route } from './+types/document.edit.$id';
@ -88,6 +88,8 @@ export default function EmbeddingAuthoringDocumentEditPage() {
const { document } = useLoaderData<typeof loader>();
const [hasFinishedInit, setHasFinishedInit] = useState(false);
const signatureTypes = useMemo(() => {
const types: string[] = [];
@ -159,6 +161,7 @@ export default function EmbeddingAuthoringDocumentEditPage() {
const [features, setFeatures] = useState<TBaseEmbedAuthoringSchema['features'] | null>(null);
const [externalId, setExternalId] = useState<string | null>(null);
const [currentStep, setCurrentStep] = useState(1);
const [canGoBack, setCanGoBack] = useState(true);
const { mutateAsync: updateEmbeddingDocument } =
trpc.embeddingPresign.updateEmbeddingDocument.useMutation();
@ -177,6 +180,7 @@ export default function EmbeddingAuthoringDocumentEditPage() {
fields: fieldData.fields.filter((field) => signerEmails.includes(field.signerEmail)),
};
});
setCurrentStep(2);
};
@ -275,7 +279,7 @@ export default function EmbeddingAuthoringDocumentEditPage() {
try {
const hash = window.location.hash.slice(1);
const result = ZBaseEmbedAuthoringSchema.safeParse(
const result = ZBaseEmbedAuthoringEditSchema.safeParse(
JSON.parse(decodeURIComponent(atob(hash))),
);
@ -285,15 +289,26 @@ export default function EmbeddingAuthoringDocumentEditPage() {
setFeatures(result.data.features);
if (result.data.onlyEditFields) {
setCurrentStep(2);
setCanGoBack(false);
}
// Extract externalId from the parsed data if available
if (result.data.externalId) {
setExternalId(result.data.externalId);
}
setHasFinishedInit(true);
} catch (err) {
console.error('Error parsing embedding params:', err);
}
}, []);
if (!hasFinishedInit) {
return null;
}
return (
<div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg p-6">
<ConfigureDocumentProvider isTemplate={false} features={features ?? {}}>
@ -308,7 +323,7 @@ export default function EmbeddingAuthoringDocumentEditPage() {
configData={configuration!}
documentData={document.documentData}
defaultValues={fields ?? undefined}
onBack={handleBackToConfig}
onBack={canGoBack ? handleBackToConfig : undefined}
onSubmit={handleConfigureFieldsSubmit}
/>
</Stepper>

1
apps/remix/app/routes/embed+/v1+/authoring+/template.create.tsx
View File

@ -154,6 +154,7 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
<ConfigureDocumentProvider isTemplate={true} features={features ?? {}}>
<Stepper currentStep={currentStep} setCurrentStep={setCurrentStep}>
<ConfigureDocumentView
type="template"
defaultValues={configuration ?? undefined}
onSubmit={handleConfigurePageViewSubmit}
/>

25
apps/remix/app/routes/embed+/v1+/authoring+/template.edit.$id.tsx
View File

@ -27,7 +27,7 @@ import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fiel
import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
import {
type TBaseEmbedAuthoringSchema,
ZBaseEmbedAuthoringSchema,
ZBaseEmbedAuthoringEditSchema,
} from '~/types/embed-authoring-base-schema';
import type { Route } from './+types/document.edit.$id';
@ -88,6 +88,8 @@ export default function EmbeddingAuthoringTemplateEditPage() {
const { template } = useLoaderData<typeof loader>();
const [hasFinishedInit, setHasFinishedInit] = useState(false);
const signatureTypes = useMemo(() => {
const types: string[] = [];
@ -159,6 +161,7 @@ export default function EmbeddingAuthoringTemplateEditPage() {
const [features, setFeatures] = useState<TBaseEmbedAuthoringSchema['features'] | null>(null);
const [externalId, setExternalId] = useState<string | null>(null);
const [currentStep, setCurrentStep] = useState(1);
const [canGoBack, setCanGoBack] = useState(true);
const { mutateAsync: updateEmbeddingTemplate } =
trpc.embeddingPresign.updateEmbeddingTemplate.useMutation();
@ -230,7 +233,9 @@ export default function EmbeddingAuthoringTemplateEditPage() {
signingOrder: signer.signingOrder,
fields: fields
.filter((field) => field.signerEmail === signer.email)
.map((f) => ({
// There's a gnarly discriminated union that makes this hard to satisfy, we're casting for the second
// eslint-disable-next-line @typescript-eslint/no-explicit-any
.map<any>((f) => ({
...f,
id: f.nativeId,
envelopeItemId: template.templateDocumentData.envelopeItemId,
@ -273,7 +278,7 @@ export default function EmbeddingAuthoringTemplateEditPage() {
try {
const hash = window.location.hash.slice(1);
const result = ZBaseEmbedAuthoringSchema.safeParse(
const result = ZBaseEmbedAuthoringEditSchema.safeParse(
JSON.parse(decodeURIComponent(atob(hash))),
);
@ -283,20 +288,32 @@ export default function EmbeddingAuthoringTemplateEditPage() {
setFeatures(result.data.features);
if (result.data.onlyEditFields) {
setCurrentStep(2);
setCanGoBack(false);
}
// Extract externalId from the parsed data if available
if (result.data.externalId) {
setExternalId(result.data.externalId);
}
setHasFinishedInit(true);
} catch (err) {
console.error('Error parsing embedding params:', err);
}
}, []);
if (!hasFinishedInit) {
return null;
}
return (
<div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg p-6">
<ConfigureDocumentProvider isTemplate={false} features={features ?? {}}>
<Stepper currentStep={currentStep} setCurrentStep={setCurrentStep}>
<ConfigureDocumentView
type="template"
defaultValues={configuration ?? undefined}
disableUpload={true}
onSubmit={handleConfigurePageViewSubmit}
@ -306,7 +323,7 @@ export default function EmbeddingAuthoringTemplateEditPage() {
configData={configuration!}
documentData={template.templateDocumentData}
defaultValues={fields ?? undefined}
onBack={handleBackToConfig}
onBack={canGoBack ? handleBackToConfig : undefined}
onSubmit={handleConfigureFieldsSubmit}
/>
</Stepper>