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feat: add document distribution setting (#1437)

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Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
This commit is contained in:
David Nguyen
2024-11-08 13:32:13 +09:00
committed by GitHub
parent 451723a8ab
commit f6bcf921d5
32 changed files with 911 additions and 160 deletions
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110
apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx
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@ -17,7 +17,7 @@ import {
} from '@documenso/lib/constants/template';
import { AppError } from '@documenso/lib/errors/app-error';
import type { Recipient } from '@documenso/prisma/client';
import { DocumentSigningOrder } from '@documenso/prisma/client';
import { DocumentDistributionMethod, DocumentSigningOrder } from '@documenso/prisma/client';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
@ -49,7 +49,7 @@ import { useOptionalCurrentTeam } from '~/providers/team';
const ZAddRecipientsForNewDocumentSchema = z
.object({
sendDocument: z.boolean(),
distributeDocument: z.boolean(),
recipients: z.array(
z.object({
id: z.number(),
@ -93,12 +93,14 @@ export type UseTemplateDialogProps = {
templateId: number;
templateSigningOrder?: DocumentSigningOrder | null;
recipients: Recipient[];
documentDistributionMethod?: DocumentDistributionMethod;
documentRootPath: string;
trigger?: React.ReactNode;
};
export function UseTemplateDialog({
recipients,
documentDistributionMethod = DocumentDistributionMethod.EMAIL,
documentRootPath,
templateId,
templateSigningOrder,
@ -116,7 +118,7 @@ export function UseTemplateDialog({
const form = useForm<TAddRecipientsForNewDocumentSchema>({
resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
defaultValues: {
sendDocument: false,
distributeDocument: false,
recipients: recipients
.sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
.map((recipient) => {
@ -147,7 +149,7 @@ export function UseTemplateDialog({
templateId,
teamId: team?.id,
recipients: data.recipients,
sendDocument: data.sendDocument,
distributeDocument: data.distributeDocument,
});
toast({
@ -156,7 +158,16 @@ export function UseTemplateDialog({
duration: 5000,
});
router.push(`${documentRootPath}/${id}`);
let documentPath = `${documentRootPath}/${id}`;
if (
data.distributeDocument &&
documentDistributionMethod === DocumentDistributionMethod.NONE
) {
documentPath += '?action=view-signing-links';
}
router.push(documentPath);
} catch (err) {
const error = AppError.parseError(err);
@ -295,43 +306,76 @@ export function UseTemplateDialog({
<div className="mt-4 flex flex-row items-center">
<FormField
control={form.control}
name="sendDocument"
name="distributeDocument"
render={({ field }) => (
<FormItem>
<div className="flex flex-row items-center">
<Checkbox
id="sendDocument"
id="distributeDocument"
className="h-5 w-5"
checkClassName="dark:text-white text-primary"
checked={field.value}
onCheckedChange={field.onChange}
/>
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="sendDocument"
>
<Trans>Send document</Trans>
<Tooltip>
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
{documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="distributeDocument"
>
<Trans>Send document</Trans>
<Tooltip>
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<p>
<Trans>
{' '}
The document will be immediately sent to recipients if this is
checked.
</Trans>
</p>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<p>
<Trans>
The document will be immediately sent to recipients if this is
checked.
</Trans>
</p>
<p>
<Trans>Otherwise, the document will be created as a draft.</Trans>
</p>
</TooltipContent>
</Tooltip>
</label>
<p>
<Trans>
Otherwise, the document will be created as a draft.
</Trans>
</p>
</TooltipContent>
</Tooltip>
</label>
)}
{documentDistributionMethod === DocumentDistributionMethod.NONE && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="distributeDocument"
>
<Trans>Create as pending</Trans>
<Tooltip>
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<p>
<Trans>Create the document as pending and ready to sign.</Trans>
</p>
<p>
<Trans>We won't send anything to notify recipients.</Trans>
</p>
<p className="mt-2">
<Trans>
We will generate signing links for you, which you can send to
the recipients through your method of choice.
</Trans>
</p>
</TooltipContent>
</Tooltip>
</label>
)}
</div>
</FormItem>
)}
@ -347,10 +391,12 @@ export function UseTemplateDialog({
</DialogClose>
<Button type="submit" loading={form.formState.isSubmitting}>
{form.getValues('sendDocument') ? (
{!form.getValues('distributeDocument') ? (
<Trans>Create as draft</Trans>
) : documentDistributionMethod === DocumentDistributionMethod.EMAIL ? (
<Trans>Create and send</Trans>
) : (
<Trans>Create as draft</Trans>
<Trans>Create signing links</Trans>
)}
</Button>
</DialogFooter>