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
2025-03-21 13:27:04 +11:00
committed by GitHub
parent fb173e4d0e
commit f1525991dc
31 changed files with 1224 additions and 212 deletions

View File

@ -7,7 +7,10 @@ import {
WebhookTriggerEvents,
} from '@prisma/client';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import {
DOCUMENT_AUDIT_LOG_TYPE,
RECIPIENT_DIFF_TYPE,
} from '@documenso/lib/types/document-audit-logs';
import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
@ -30,6 +33,10 @@ export type CompleteDocumentWithTokenOptions = {
userId?: number;
authOptions?: TRecipientActionAuth;
requestMetadata?: RequestMetadata;
nextSigner?: {
email: string;
name: string;
};
};
const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptions) => {
@ -57,6 +64,7 @@ export const completeDocumentWithToken = async ({
token,
documentId,
requestMetadata,
nextSigner,
}: CompleteDocumentWithTokenOptions) => {
const document = await getDocument({ token, documentId });
@ -146,7 +154,6 @@ export const completeDocumentWithToken = async ({
recipientName: recipient.name,
recipientId: recipient.id,
recipientRole: recipient.role,
// actionAuth: derivedRecipientActionAuth || undefined,
},
}),
});
@ -164,6 +171,9 @@ export const completeDocumentWithToken = async ({
select: {
id: true,
signingOrder: true,
name: true,
email: true,
role: true,
},
where: {
documentId: document.id,
@ -186,9 +196,49 @@ export const completeDocumentWithToken = async ({
const [nextRecipient] = pendingRecipients;
await prisma.$transaction(async (tx) => {
if (nextSigner && document.documentMeta?.allowDictateNextSigner) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
documentId: document.id,
user: {
name: recipient.name,
email: recipient.email,
},
requestMetadata,
data: {
recipientEmail: nextRecipient.email,
recipientName: nextRecipient.name,
recipientId: nextRecipient.id,
recipientRole: nextRecipient.role,
changes: [
{
type: RECIPIENT_DIFF_TYPE.NAME,
from: nextRecipient.name,
to: nextSigner.name,
},
{
type: RECIPIENT_DIFF_TYPE.EMAIL,
from: nextRecipient.email,
to: nextSigner.email,
},
],
},
}),
});
}
await tx.recipient.update({
where: { id: nextRecipient.id },
data: { sendStatus: SendStatus.SENT },
data: {
sendStatus: SendStatus.SENT,
...(nextSigner && document.documentMeta?.allowDictateNextSigner
? {
name: nextSigner.name,
email: nextSigner.email,
}
: {}),
},
});
await jobs.triggerJob({