mirror of
https://github.com/documenso/documenso.git
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feat: dictate next signer (#1719)
Adds next recipient dictation functionality to document signing flow, allowing assistants and signers to update the next recipient's information during the signing process. ## Related Issue N/A ## Changes Made - Added form handling for next recipient dictation in signing dialogs - Implemented UI for updating next recipient information - Added e2e tests covering dictation scenarios: - Regular signing with dictation enabled - Assistant role with dictation - Parallel signing flow - Disabled dictation state ## Testing Performed - Added comprehensive e2e tests covering: - Sequential signing with dictation - Assistant role dictation - Parallel signing without dictation - Form validation and state management - Tested on Chrome and Firefox - Verified recipient state updates in database
This commit is contained in:
Lucas Smith
GitHub
@ -1,4 +1,9 @@
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import { useState } from 'react';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { Trans } from '@lingui/react/macro';
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import { useForm } from 'react-hook-form';
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import { z } from 'zod';
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import { Button } from '@documenso/ui/primitives/button';
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import {
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@ -9,64 +14,208 @@ import {
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DialogHeader,
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DialogTitle,
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} from '@documenso/ui/primitives/dialog';
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import {
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Form,
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FormControl,
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FormField,
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FormItem,
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FormLabel,
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FormMessage,
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} from '@documenso/ui/primitives/form/form';
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import { Input } from '@documenso/ui/primitives/input';
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import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
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export type NextSigner = {
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name: string;
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email: string;
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};
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type ConfirmationDialogProps = {
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isOpen: boolean;
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onClose: () => void;
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onConfirm: () => void;
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onConfirm: (nextSigner?: NextSigner) => void;
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hasUninsertedFields: boolean;
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isSubmitting: boolean;
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allowDictateNextSigner?: boolean;
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defaultNextSigner?: NextSigner;
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};
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const ZNextSignerFormSchema = z.object({
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name: z.string().min(1, 'Name is required'),
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email: z.string().email('Invalid email address'),
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});
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type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
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export function AssistantConfirmationDialog({
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isOpen,
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onClose,
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onConfirm,
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hasUninsertedFields,
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isSubmitting,
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allowDictateNextSigner = false,
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defaultNextSigner,
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}: ConfirmationDialogProps) {
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const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
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const form = useForm<TNextSignerFormSchema>({
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resolver: zodResolver(ZNextSignerFormSchema),
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defaultValues: {
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name: defaultNextSigner?.name ?? '',
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email: defaultNextSigner?.email ?? '',
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},
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});
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const onOpenChange = () => {
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if (isSubmitting) {
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if (form.formState.isSubmitting) {
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return;
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}
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form.reset({
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name: defaultNextSigner?.name ?? '',
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email: defaultNextSigner?.email ?? '',
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});
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setIsEditingNextSigner(false);
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onClose();
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};
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const onFormSubmit = async (data: TNextSignerFormSchema) => {
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if (allowDictateNextSigner && data.name && data.email) {
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await onConfirm({
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name: data.name,
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email: data.email,
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});
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} else {
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await onConfirm();
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}
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};
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const isNextSignerValid = !allowDictateNextSigner || (form.watch('name') && form.watch('email'));
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return (
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<Dialog open={isOpen} onOpenChange={onOpenChange}>
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<DialogContent>
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<DialogHeader>
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<DialogTitle>
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<Trans>Complete Document</Trans>
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</DialogTitle>
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<DialogDescription>
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<Trans>
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Are you sure you want to complete the document? This action cannot be undone. Please
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ensure that you have completed prefilling all relevant fields before proceeding.
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</Trans>
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</DialogDescription>
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</DialogHeader>
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<Form {...form}>
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<form onSubmit={form.handleSubmit(onFormSubmit)}>
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<fieldset
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disabled={form.formState.isSubmitting || isSubmitting}
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className="border-none p-0"
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>
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<DialogHeader>
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<DialogTitle>
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<Trans>Complete Document</Trans>
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</DialogTitle>
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<DialogDescription>
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<Trans>
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Are you sure you want to complete the document? This action cannot be undone.
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Please ensure that you have completed prefilling all relevant fields before
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proceeding.
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</Trans>
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</DialogDescription>
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</DialogHeader>
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<div className="flex flex-col gap-4">
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<DocumentSigningDisclosure />
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</div>
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<div className="mt-4 flex flex-col gap-4">
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{allowDictateNextSigner && (
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<div className="space-y-4">
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{!isEditingNextSigner && (
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<div>
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<p className="text-muted-foreground text-sm">
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The next recipient to sign this document will be{' '}
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<span className="font-semibold">{form.watch('name')}</span> (
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<span className="font-semibold">{form.watch('email')}</span>).
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</p>
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<DialogFooter className="mt-4">
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<Button variant="secondary" onClick={onClose} disabled={isSubmitting}>
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Cancel
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</Button>
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<Button
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variant={hasUninsertedFields ? 'destructive' : 'default'}
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onClick={onConfirm}
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disabled={isSubmitting}
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loading={isSubmitting}
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>
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{isSubmitting ? 'Submitting...' : hasUninsertedFields ? 'Proceed' : 'Continue'}
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</Button>
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</DialogFooter>
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<Button
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type="button"
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className="mt-2"
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variant="outline"
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size="sm"
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onClick={() => setIsEditingNextSigner((prev) => !prev)}
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>
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<Trans>Update Recipient</Trans>
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</Button>
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</div>
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)}
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{isEditingNextSigner && (
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<div className="flex flex-col gap-4 md:flex-row">
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<FormField
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control={form.control}
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name="name"
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render={({ field }) => (
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<FormItem className="flex-1">
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<FormLabel>
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<Trans>Name</Trans>
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</FormLabel>
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<FormControl>
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<Input
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{...field}
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className="mt-2"
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placeholder="Enter the next signer's name"
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/>
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</FormControl>
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<FormMessage />
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</FormItem>
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)}
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/>
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<FormField
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control={form.control}
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name="email"
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render={({ field }) => (
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<FormItem className="flex-1">
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<FormLabel>
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<Trans>Email</Trans>
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</FormLabel>
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<FormControl>
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<Input
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{...field}
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type="email"
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className="mt-2"
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placeholder="Enter the next signer's email"
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/>
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</FormControl>
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<FormMessage />
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</FormItem>
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)}
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/>
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</div>
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)}
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</div>
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)}
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<DocumentSigningDisclosure className="mt-4" />
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</div>
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<DialogFooter className="mt-4">
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<Button
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type="button"
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variant="secondary"
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onClick={onClose}
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disabled={form.formState.isSubmitting}
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>
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<Trans>Cancel</Trans>
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</Button>
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<Button
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type="submit"
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variant={hasUninsertedFields ? 'destructive' : 'default'}
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disabled={form.formState.isSubmitting || !isNextSignerValid}
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loading={form.formState.isSubmitting}
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>
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{form.formState.isSubmitting ? (
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<Trans>Submitting...</Trans>
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) : hasUninsertedFields ? (
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<Trans>Proceed</Trans>
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) : (
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<Trans>Continue</Trans>
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)}
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</Button>
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</DialogFooter>
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</fieldset>
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</form>
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</Form>
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</DialogContent>
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</Dialog>
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);
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@ -1,9 +1,12 @@
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import { useMemo, useState } from 'react';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { Trans } from '@lingui/react/macro';
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import type { Field } from '@prisma/client';
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import { RecipientRole } from '@prisma/client';
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import { useForm } from 'react-hook-form';
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import { match } from 'ts-pattern';
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import { z } from 'zod';
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import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
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import { Button } from '@documenso/ui/primitives/button';
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@ -14,6 +17,15 @@ import {
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DialogTitle,
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DialogTrigger,
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} from '@documenso/ui/primitives/dialog';
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import {
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Form,
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FormControl,
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FormField,
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FormItem,
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FormLabel,
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FormMessage,
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} from '@documenso/ui/primitives/form/form';
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import { Input } from '@documenso/ui/primitives/input';
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import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
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@ -22,11 +34,23 @@ export type DocumentSigningCompleteDialogProps = {
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documentTitle: string;
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fields: Field[];
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fieldsValidated: () => void | Promise<void>;
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onSignatureComplete: () => void | Promise<void>;
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onSignatureComplete: (nextSigner?: { name: string; email: string }) => void | Promise<void>;
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role: RecipientRole;
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disabled?: boolean;
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allowDictateNextSigner?: boolean;
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defaultNextSigner?: {
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name: string;
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email: string;
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};
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};
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const ZNextSignerFormSchema = z.object({
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name: z.string().min(1, 'Name is required'),
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email: z.string().email('Invalid email address'),
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});
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type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
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export const DocumentSigningCompleteDialog = ({
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isSubmitting,
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documentTitle,
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@ -35,19 +59,54 @@ export const DocumentSigningCompleteDialog = ({
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onSignatureComplete,
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role,
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disabled = false,
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allowDictateNextSigner = false,
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defaultNextSigner,
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}: DocumentSigningCompleteDialogProps) => {
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const [showDialog, setShowDialog] = useState(false);
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const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
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const form = useForm<TNextSignerFormSchema>({
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resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
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defaultValues: {
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name: defaultNextSigner?.name ?? '',
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email: defaultNextSigner?.email ?? '',
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},
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});
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const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
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const handleOpenChange = (open: boolean) => {
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if (isSubmitting || !isComplete) {
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if (form.formState.isSubmitting || !isComplete) {
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return;
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}
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if (open) {
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form.reset({
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name: defaultNextSigner?.name ?? '',
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email: defaultNextSigner?.email ?? '',
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});
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}
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setIsEditingNextSigner(false);
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setShowDialog(open);
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};
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const onFormSubmit = async (data: TNextSignerFormSchema) => {
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console.log('data', data);
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console.log('form.formState.errors', form.formState.errors);
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try {
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if (allowDictateNextSigner && data.name && data.email) {
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await onSignatureComplete({ name: data.name, email: data.email });
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} else {
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await onSignatureComplete();
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}
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} catch (error) {
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console.error('Error completing signature:', error);
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}
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};
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const isNextSignerValid = !allowDictateNextSigner || (form.watch('name') && form.watch('email'));
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return (
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<Dialog open={showDialog} onOpenChange={handleOpenChange}>
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<DialogTrigger asChild>
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@ -71,110 +130,184 @@ export const DocumentSigningCompleteDialog = ({
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</DialogTrigger>
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<DialogContent>
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<DialogTitle>
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<div className="text-foreground text-xl font-semibold">
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{match(role)
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.with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
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.with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
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.with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
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.with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
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.with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
|
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.exhaustive()}
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</div>
|
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</DialogTitle>
|
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<Form {...form}>
|
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<form onSubmit={form.handleSubmit(onFormSubmit)}>
|
||||
<fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
|
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<DialogTitle>
|
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<div className="text-foreground text-xl font-semibold">
|
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{match(role)
|
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.with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
|
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.with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
|
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.with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
|
||||
.with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
|
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.with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
|
||||
.exhaustive()}
|
||||
</div>
|
||||
</DialogTitle>
|
||||
|
||||
<div className="text-muted-foreground max-w-[50ch]">
|
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{match(role)
|
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.with(RecipientRole.VIEWER, () => (
|
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<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
<div className="text-muted-foreground max-w-[50ch]">
|
||||
{match(role)
|
||||
.with(RecipientRole.VIEWER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))
|
||||
.with(RecipientRole.SIGNER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete signing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
))
|
||||
.with(RecipientRole.SIGNER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete signing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))
|
||||
.with(RecipientRole.APPROVER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete approving{' '}
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
"{documentTitle}"
|
||||
))
|
||||
.with(RecipientRole.APPROVER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete approving{' '}
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
"{documentTitle}"
|
||||
</span>
|
||||
.
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
.
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))
|
||||
.otherwise(() => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
))
|
||||
.otherwise(() => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
|
||||
<DocumentSigningDisclosure className="mt-4" />
|
||||
{allowDictateNextSigner && (
|
||||
<div className="mt-4 flex flex-col gap-4">
|
||||
{!isEditingNextSigner && (
|
||||
<div>
|
||||
<p className="text-muted-foreground text-sm">
|
||||
The next recipient to sign this document will be{' '}
|
||||
<span className="font-semibold">{form.watch('name')}</span> (
|
||||
<span className="font-semibold">{form.watch('email')}</span>).
|
||||
</p>
|
||||
|
||||
<DialogFooter>
|
||||
<div className="flex w-full flex-1 flex-nowrap gap-4">
|
||||
<Button
|
||||
type="button"
|
||||
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
|
||||
variant="secondary"
|
||||
onClick={() => {
|
||||
setShowDialog(false);
|
||||
}}
|
||||
>
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
<Button
|
||||
type="button"
|
||||
className="mt-2"
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() => setIsEditingNextSigner((prev) => !prev)}
|
||||
>
|
||||
<Trans>Update Recipient</Trans>
|
||||
</Button>
|
||||
</div>
|
||||
)}
|
||||
|
||||
<Button
|
||||
type="button"
|
||||
className="flex-1"
|
||||
disabled={!isComplete}
|
||||
loading={isSubmitting}
|
||||
onClick={onSignatureComplete}
|
||||
>
|
||||
{match(role)
|
||||
.with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
|
||||
.with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
|
||||
.with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
|
||||
.with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
|
||||
.with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
|
||||
.exhaustive()}
|
||||
</Button>
|
||||
</div>
|
||||
</DialogFooter>
|
||||
{isEditingNextSigner && (
|
||||
<div className="flex flex-col gap-4 md:flex-row">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="name"
|
||||
render={({ field }) => (
|
||||
<FormItem className="flex-1">
|
||||
<FormLabel>
|
||||
<Trans>Name</Trans>
|
||||
</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
{...field}
|
||||
className="mt-2"
|
||||
placeholder="Enter the next signer's name"
|
||||
/>
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="email"
|
||||
render={({ field }) => (
|
||||
<FormItem className="flex-1">
|
||||
<FormLabel>
|
||||
<Trans>Email</Trans>
|
||||
</FormLabel>
|
||||
<FormControl>
|
||||
<Input
|
||||
{...field}
|
||||
type="email"
|
||||
className="mt-2"
|
||||
placeholder="Enter the next signer's email"
|
||||
/>
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<DocumentSigningDisclosure className="mt-4" />
|
||||
|
||||
<DialogFooter className="mt-4">
|
||||
<div className="flex w-full flex-1 flex-nowrap gap-4">
|
||||
<Button
|
||||
type="button"
|
||||
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
|
||||
variant="secondary"
|
||||
onClick={() => setShowDialog(false)}
|
||||
disabled={form.formState.isSubmitting}
|
||||
>
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
|
||||
<Button
|
||||
type="submit"
|
||||
className="flex-1"
|
||||
disabled={!isComplete || !isNextSignerValid}
|
||||
loading={form.formState.isSubmitting}
|
||||
>
|
||||
{match(role)
|
||||
.with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
|
||||
.with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
|
||||
.with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
|
||||
.with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
|
||||
.with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
|
||||
.exhaustive()}
|
||||
</Button>
|
||||
</div>
|
||||
</DialogFooter>
|
||||
</fieldset>
|
||||
</form>
|
||||
</Form>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
|
||||
@ -1,11 +1,13 @@
|
||||
import { useId, useMemo, useState } from 'react';
|
||||
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { type Field, FieldType, type Recipient, RecipientRole } from '@prisma/client';
|
||||
import { Controller, useForm } from 'react-hook-form';
|
||||
import { useNavigate } from 'react-router';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
|
||||
import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
|
||||
@ -25,10 +27,20 @@ import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group
|
||||
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
|
||||
import { AssistantConfirmationDialog } from '../../dialogs/assistant-confirmation-dialog';
|
||||
import {
|
||||
AssistantConfirmationDialog,
|
||||
type NextSigner,
|
||||
} from '../../dialogs/assistant-confirmation-dialog';
|
||||
import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
|
||||
import { useRequiredDocumentSigningContext } from './document-signing-provider';
|
||||
|
||||
export const ZSigningFormSchema = z.object({
|
||||
name: z.string().min(1, 'Name is required').optional(),
|
||||
email: z.string().email('Invalid email address').optional(),
|
||||
});
|
||||
|
||||
export type TSigningFormSchema = z.infer<typeof ZSigningFormSchema>;
|
||||
|
||||
export type DocumentSigningFormProps = {
|
||||
document: DocumentAndSender;
|
||||
recipient: Recipient;
|
||||
@ -75,7 +87,9 @@ export const DocumentSigningForm = ({
|
||||
},
|
||||
});
|
||||
|
||||
const { handleSubmit, formState } = useForm();
|
||||
const { handleSubmit, formState } = useForm<TSigningFormSchema>({
|
||||
resolver: zodResolver(ZSigningFormSchema),
|
||||
});
|
||||
|
||||
// Keep the loading state going if successful since the redirect may take some time.
|
||||
const isSubmitting = formState.isSubmitting || formState.isSubmitSuccessful;
|
||||
@ -100,20 +114,36 @@ export const DocumentSigningForm = ({
|
||||
validateFieldsInserted(fieldsRequiringValidation);
|
||||
};
|
||||
|
||||
const onFormSubmit = async () => {
|
||||
setValidateUninsertedFields(true);
|
||||
const onFormSubmit = async (data: TSigningFormSchema) => {
|
||||
try {
|
||||
setValidateUninsertedFields(true);
|
||||
|
||||
const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
|
||||
const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
|
||||
|
||||
if (hasSignatureField && !signatureValid) {
|
||||
return;
|
||||
if (hasSignatureField && !signatureValid) {
|
||||
return;
|
||||
}
|
||||
|
||||
if (!isFieldsValid) {
|
||||
return;
|
||||
}
|
||||
|
||||
const nextSigner =
|
||||
data.email && data.name
|
||||
? {
|
||||
email: data.email,
|
||||
name: data.name,
|
||||
}
|
||||
: undefined;
|
||||
|
||||
await completeDocument(undefined, nextSigner);
|
||||
} catch (error) {
|
||||
toast({
|
||||
title: 'Error',
|
||||
description: error instanceof Error ? error.message : 'An error occurred while signing',
|
||||
variant: 'destructive',
|
||||
});
|
||||
}
|
||||
|
||||
if (!isFieldsValid) {
|
||||
return;
|
||||
}
|
||||
|
||||
await completeDocument();
|
||||
};
|
||||
|
||||
const onAssistantFormSubmit = () => {
|
||||
@ -124,11 +154,11 @@ export const DocumentSigningForm = ({
|
||||
setIsConfirmationDialogOpen(true);
|
||||
};
|
||||
|
||||
const handleAssistantConfirmDialogSubmit = async () => {
|
||||
const handleAssistantConfirmDialogSubmit = async (nextSigner?: NextSigner) => {
|
||||
setIsAssistantSubmitting(true);
|
||||
|
||||
try {
|
||||
await completeDocument();
|
||||
await completeDocument(undefined, nextSigner);
|
||||
} catch (err) {
|
||||
toast({
|
||||
title: 'Error',
|
||||
@ -141,12 +171,18 @@ export const DocumentSigningForm = ({
|
||||
}
|
||||
};
|
||||
|
||||
const completeDocument = async (authOptions?: TRecipientActionAuth) => {
|
||||
await completeDocumentWithToken({
|
||||
const completeDocument = async (
|
||||
authOptions?: TRecipientActionAuth,
|
||||
nextSigner?: { email: string; name: string },
|
||||
) => {
|
||||
const payload = {
|
||||
token: recipient.token,
|
||||
documentId: document.id,
|
||||
authOptions,
|
||||
});
|
||||
...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
|
||||
};
|
||||
|
||||
await completeDocumentWithToken(payload);
|
||||
|
||||
analytics.capture('App: Recipient has completed signing', {
|
||||
signerId: recipient.id,
|
||||
@ -161,6 +197,31 @@ export const DocumentSigningForm = ({
|
||||
}
|
||||
};
|
||||
|
||||
const nextRecipient = useMemo(() => {
|
||||
if (
|
||||
!document.documentMeta?.signingOrder ||
|
||||
document.documentMeta.signingOrder !== 'SEQUENTIAL'
|
||||
) {
|
||||
return undefined;
|
||||
}
|
||||
|
||||
const sortedRecipients = allRecipients.sort((a, b) => {
|
||||
// Sort by signingOrder first (nulls last), then by id
|
||||
if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
|
||||
if (a.signingOrder === null) return 1;
|
||||
if (b.signingOrder === null) return -1;
|
||||
if (a.signingOrder === b.signingOrder) return a.id - b.id;
|
||||
return a.signingOrder - b.signingOrder;
|
||||
});
|
||||
|
||||
const currentIndex = sortedRecipients.findIndex((r) => r.id === recipient.id);
|
||||
return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
|
||||
? sortedRecipients[currentIndex + 1]
|
||||
: undefined;
|
||||
}, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
|
||||
|
||||
console.log('nextRecipient', nextRecipient);
|
||||
|
||||
return (
|
||||
<div
|
||||
className={cn(
|
||||
@ -210,12 +271,19 @@ export const DocumentSigningForm = ({
|
||||
|
||||
<DocumentSigningCompleteDialog
|
||||
isSubmitting={isSubmitting}
|
||||
onSignatureComplete={handleSubmit(onFormSubmit)}
|
||||
documentTitle={document.title}
|
||||
fields={fields}
|
||||
fieldsValidated={fieldsValidated}
|
||||
onSignatureComplete={async (nextSigner) => {
|
||||
await completeDocument(undefined, nextSigner);
|
||||
}}
|
||||
role={recipient.role}
|
||||
disabled={!isRecipientsTurn}
|
||||
allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
|
||||
defaultNextSigner={
|
||||
nextRecipient
|
||||
? { name: nextRecipient.name, email: nextRecipient.email }
|
||||
: undefined
|
||||
}
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
@ -306,6 +374,12 @@ export const DocumentSigningForm = ({
|
||||
onClose={() => !isAssistantSubmitting && setIsConfirmationDialogOpen(false)}
|
||||
onConfirm={handleAssistantConfirmDialogSubmit}
|
||||
isSubmitting={isAssistantSubmitting}
|
||||
allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
|
||||
defaultNextSigner={
|
||||
nextRecipient
|
||||
? { name: nextRecipient.name, email: nextRecipient.email }
|
||||
: undefined
|
||||
}
|
||||
/>
|
||||
</form>
|
||||
</>
|
||||
@ -376,30 +450,38 @@ export const DocumentSigningForm = ({
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="flex flex-col gap-4 md:flex-row">
|
||||
<Button
|
||||
type="button"
|
||||
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
|
||||
variant="secondary"
|
||||
size="lg"
|
||||
disabled={typeof window !== 'undefined' && window.history.length <= 1}
|
||||
onClick={async () => navigate(-1)}
|
||||
>
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
|
||||
<DocumentSigningCompleteDialog
|
||||
isSubmitting={isSubmitting}
|
||||
onSignatureComplete={handleSubmit(onFormSubmit)}
|
||||
documentTitle={document.title}
|
||||
fields={fields}
|
||||
fieldsValidated={fieldsValidated}
|
||||
role={recipient.role}
|
||||
disabled={!isRecipientsTurn}
|
||||
/>
|
||||
</div>
|
||||
</fieldset>
|
||||
|
||||
<div className="mt-6 flex flex-col gap-4 md:flex-row">
|
||||
<Button
|
||||
type="button"
|
||||
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
|
||||
variant="secondary"
|
||||
size="lg"
|
||||
disabled={typeof window !== 'undefined' && window.history.length <= 1}
|
||||
onClick={async () => navigate(-1)}
|
||||
>
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
|
||||
<DocumentSigningCompleteDialog
|
||||
isSubmitting={isSubmitting || isAssistantSubmitting}
|
||||
documentTitle={document.title}
|
||||
fields={fields}
|
||||
fieldsValidated={fieldsValidated}
|
||||
disabled={!isRecipientsTurn}
|
||||
onSignatureComplete={async (nextSigner) => {
|
||||
await completeDocument(undefined, nextSigner);
|
||||
}}
|
||||
role={recipient.role}
|
||||
allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
|
||||
defaultNextSigner={
|
||||
nextRecipient
|
||||
? { name: nextRecipient.name, email: nextRecipient.email }
|
||||
: undefined
|
||||
}
|
||||
/>
|
||||
</div>
|
||||
</form>
|
||||
</>
|
||||
)}
|
||||
|
||||
@ -40,9 +40,9 @@ import { DocumentReadOnlyFields } from '~/components/general/document/document-r
|
||||
|
||||
import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
|
||||
|
||||
export type SigningPageViewProps = {
|
||||
document: DocumentAndSender;
|
||||
export type DocumentSigningPageViewProps = {
|
||||
recipient: RecipientWithFields;
|
||||
document: DocumentAndSender;
|
||||
fields: Field[];
|
||||
completedFields: CompletedField[];
|
||||
isRecipientsTurn: boolean;
|
||||
@ -50,13 +50,13 @@ export type SigningPageViewProps = {
|
||||
};
|
||||
|
||||
export const DocumentSigningPageView = ({
|
||||
document,
|
||||
recipient,
|
||||
document,
|
||||
fields,
|
||||
completedFields,
|
||||
isRecipientsTurn,
|
||||
allRecipients = [],
|
||||
}: SigningPageViewProps) => {
|
||||
}: DocumentSigningPageViewProps) => {
|
||||
const { documentData, documentMeta } = document;
|
||||
|
||||
const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
|
||||
|
||||
@ -71,7 +71,7 @@ export const DocumentEditForm = ({
|
||||
|
||||
const { recipients, fields } = document;
|
||||
|
||||
const { mutateAsync: updateDocument } = trpc.document.setSettingsForDocument.useMutation({
|
||||
const { mutateAsync: updateDocumentSettings } = trpc.document.setSettingsForDocument.useMutation({
|
||||
...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
|
||||
onSuccess: (newData) => {
|
||||
utils.document.getDocumentWithDetailsById.setData(
|
||||
@ -176,7 +176,7 @@ export const DocumentEditForm = ({
|
||||
try {
|
||||
const { timezone, dateFormat, redirectUrl, language } = data.meta;
|
||||
|
||||
await updateDocument({
|
||||
await updateDocumentSettings({
|
||||
documentId: document.id,
|
||||
data: {
|
||||
title: data.title,
|
||||
@ -213,6 +213,13 @@ export const DocumentEditForm = ({
|
||||
signingOrder: data.signingOrder,
|
||||
}),
|
||||
|
||||
updateDocumentSettings({
|
||||
documentId: document.id,
|
||||
meta: {
|
||||
allowDictateNextSigner: data.allowDictateNextSigner,
|
||||
},
|
||||
}),
|
||||
|
||||
setRecipients({
|
||||
documentId: document.id,
|
||||
recipients: data.signers.map((signer) => ({
|
||||
@ -242,7 +249,7 @@ export const DocumentEditForm = ({
|
||||
fields: data.fields,
|
||||
});
|
||||
|
||||
await updateDocument({
|
||||
await updateDocumentSettings({
|
||||
documentId: document.id,
|
||||
|
||||
meta: {
|
||||
@ -365,6 +372,7 @@ export const DocumentEditForm = ({
|
||||
documentFlow={documentFlow.signers}
|
||||
recipients={recipients}
|
||||
signingOrder={document.documentMeta?.signingOrder}
|
||||
allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
|
||||
fields={fields}
|
||||
isDocumentEnterprise={isDocumentEnterprise}
|
||||
onSubmit={onAddSignersFormSubmit}
|
||||
|
||||
@ -161,6 +161,7 @@ export const TemplateEditForm = ({
|
||||
templateId: template.id,
|
||||
meta: {
|
||||
signingOrder: data.signingOrder,
|
||||
allowDictateNextSigner: data.allowDictateNextSigner,
|
||||
},
|
||||
}),
|
||||
|
||||
@ -271,6 +272,7 @@ export const TemplateEditForm = ({
|
||||
recipients={recipients}
|
||||
fields={fields}
|
||||
signingOrder={template.templateMeta?.signingOrder}
|
||||
allowDictateNextSigner={template.templateMeta?.allowDictateNextSigner}
|
||||
templateDirectLink={template.directLink}
|
||||
onSubmit={onAddTemplatePlaceholderFormSubmit}
|
||||
isEnterprise={isEnterprise}
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
|
||||
import { DocumentSigningOrder, DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
|
||||
import { Clock8 } from 'lucide-react';
|
||||
import { Link, redirect } from 'react-router';
|
||||
import { getOptionalLoaderContext } from 'server/utils/get-loader-session';
|
||||
@ -13,6 +13,7 @@ import { viewedDocument } from '@documenso/lib/server-only/document/viewed-docum
|
||||
import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
|
||||
import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
|
||||
import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
|
||||
import { getNextPendingRecipient } from '@documenso/lib/server-only/recipient/get-next-pending-recipient';
|
||||
import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
|
||||
import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
|
||||
import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
|
||||
@ -72,7 +73,24 @@ export async function loader({ params, request }: Route.LoaderArgs) {
|
||||
? await getRecipientsForAssistant({
|
||||
token,
|
||||
})
|
||||
: [];
|
||||
: [recipient];
|
||||
|
||||
if (
|
||||
document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL &&
|
||||
recipient.role !== RecipientRole.ASSISTANT
|
||||
) {
|
||||
const nextPendingRecipient = await getNextPendingRecipient({
|
||||
documentId: document.id,
|
||||
currentRecipientId: recipient.id,
|
||||
});
|
||||
|
||||
if (nextPendingRecipient) {
|
||||
allRecipients.push({
|
||||
...nextPendingRecipient,
|
||||
fields: [],
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
|
||||
documentAuth: document.authOptions,
|
||||
|
||||
Reference in New Issue
Block a user