mirror of
https://github.com/documenso/documenso.git
synced 2025-11-15 01:01:49 +10:00
feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further configure how recipients currently receive documents.
This commit is contained in:
David Nguyen
GitHub
222
packages/ui/components/document/document-email-checkboxes.tsx
Normal file
222
packages/ui/components/document/document-email-checkboxes.tsx
Normal file
@ -0,0 +1,222 @@
|
||||
import { Trans } from '@lingui/macro';
|
||||
import { InfoIcon } from 'lucide-react';
|
||||
|
||||
import { DocumentEmailEvents } from '@documenso/lib/types/document-email';
|
||||
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
|
||||
|
||||
import { cn } from '../../lib/utils';
|
||||
import { Checkbox } from '../../primitives/checkbox';
|
||||
|
||||
type Value = Record<DocumentEmailEvents, boolean>;
|
||||
|
||||
type DocumentEmailCheckboxesProps = {
|
||||
value: Value;
|
||||
onChange: (value: Value) => void;
|
||||
className?: string;
|
||||
};
|
||||
|
||||
export const DocumentEmailCheckboxes = ({
|
||||
value,
|
||||
onChange,
|
||||
className,
|
||||
}: DocumentEmailCheckboxesProps) => {
|
||||
return (
|
||||
<div className={cn('space-y-3', className)}>
|
||||
<div className="flex flex-row items-center">
|
||||
<Checkbox
|
||||
id={DocumentEmailEvents.RecipientSigningRequest}
|
||||
className="h-5 w-5"
|
||||
checkClassName="dark:text-white text-primary"
|
||||
checked={value.recipientSigningRequest}
|
||||
onCheckedChange={(checked) =>
|
||||
onChange({ ...value, [DocumentEmailEvents.RecipientSigningRequest]: Boolean(checked) })
|
||||
}
|
||||
/>
|
||||
|
||||
<label
|
||||
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
|
||||
htmlFor={DocumentEmailEvents.RecipientSigningRequest}
|
||||
>
|
||||
<Trans>Send recipient signing request email</Trans>
|
||||
|
||||
<Tooltip>
|
||||
<TooltipTrigger>
|
||||
<InfoIcon className="mx-2 h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
|
||||
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
|
||||
<h2>
|
||||
<strong>
|
||||
<Trans>Recipient signing request email</Trans>
|
||||
</strong>
|
||||
</h2>
|
||||
|
||||
<p>
|
||||
<Trans>
|
||||
This email is sent to the recipient requesting them to sign the document.
|
||||
</Trans>
|
||||
</p>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="flex flex-row items-center">
|
||||
<Checkbox
|
||||
id={DocumentEmailEvents.RecipientRemoved}
|
||||
className="h-5 w-5"
|
||||
checkClassName="dark:text-white text-primary"
|
||||
checked={value.recipientRemoved}
|
||||
onCheckedChange={(checked) =>
|
||||
onChange({ ...value, [DocumentEmailEvents.RecipientRemoved]: Boolean(checked) })
|
||||
}
|
||||
/>
|
||||
|
||||
<label
|
||||
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
|
||||
htmlFor={DocumentEmailEvents.RecipientRemoved}
|
||||
>
|
||||
<Trans>Send recipient removed email</Trans>
|
||||
|
||||
<Tooltip>
|
||||
<TooltipTrigger>
|
||||
<InfoIcon className="mx-2 h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
|
||||
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
|
||||
<h2>
|
||||
<strong>
|
||||
<Trans>Recipient removed email</Trans>
|
||||
</strong>
|
||||
</h2>
|
||||
|
||||
<p>
|
||||
<Trans>
|
||||
This email is sent to the recipient if they are removed from a pending document.
|
||||
</Trans>
|
||||
</p>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="flex flex-row items-center">
|
||||
<Checkbox
|
||||
id={DocumentEmailEvents.DocumentPending}
|
||||
className="h-5 w-5"
|
||||
checkClassName="dark:text-white text-primary"
|
||||
checked={value.documentPending}
|
||||
onCheckedChange={(checked) =>
|
||||
onChange({ ...value, [DocumentEmailEvents.DocumentPending]: Boolean(checked) })
|
||||
}
|
||||
/>
|
||||
|
||||
<label
|
||||
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
|
||||
htmlFor={DocumentEmailEvents.DocumentPending}
|
||||
>
|
||||
<Trans>Send document pending email</Trans>
|
||||
|
||||
<Tooltip>
|
||||
<TooltipTrigger>
|
||||
<InfoIcon className="mx-2 h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
|
||||
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
|
||||
<h2>
|
||||
<strong>
|
||||
<Trans>Document pending email</Trans>
|
||||
</strong>
|
||||
</h2>
|
||||
|
||||
<p>
|
||||
<Trans>
|
||||
This email will be sent to the recipient who has just signed the document, if
|
||||
there are still other recipients who have not signed yet.
|
||||
</Trans>
|
||||
</p>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="flex flex-row items-center">
|
||||
<Checkbox
|
||||
id={DocumentEmailEvents.DocumentCompleted}
|
||||
className="h-5 w-5"
|
||||
checkClassName="dark:text-white text-primary"
|
||||
checked={value.documentCompleted}
|
||||
onCheckedChange={(checked) =>
|
||||
onChange({ ...value, [DocumentEmailEvents.DocumentCompleted]: Boolean(checked) })
|
||||
}
|
||||
/>
|
||||
|
||||
<label
|
||||
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
|
||||
htmlFor={DocumentEmailEvents.DocumentCompleted}
|
||||
>
|
||||
<Trans>Send document completed email</Trans>
|
||||
|
||||
<Tooltip>
|
||||
<TooltipTrigger>
|
||||
<InfoIcon className="mx-2 h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
|
||||
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
|
||||
<h2>
|
||||
<strong>
|
||||
<Trans>Document completed email</Trans>
|
||||
</strong>
|
||||
</h2>
|
||||
|
||||
<p>
|
||||
<Trans>
|
||||
This will be sent to all recipients once the document has been fully completed.
|
||||
</Trans>
|
||||
</p>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="flex flex-row items-center">
|
||||
<Checkbox
|
||||
id={DocumentEmailEvents.DocumentDeleted}
|
||||
className="h-5 w-5"
|
||||
checkClassName="dark:text-white text-primary"
|
||||
checked={value.documentDeleted}
|
||||
onCheckedChange={(checked) =>
|
||||
onChange({ ...value, [DocumentEmailEvents.DocumentDeleted]: Boolean(checked) })
|
||||
}
|
||||
/>
|
||||
|
||||
<label
|
||||
className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
|
||||
htmlFor={DocumentEmailEvents.DocumentDeleted}
|
||||
>
|
||||
<Trans>Send document deleted email</Trans>
|
||||
|
||||
<Tooltip>
|
||||
<TooltipTrigger>
|
||||
<InfoIcon className="mx-2 h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
|
||||
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
|
||||
<h2>
|
||||
<strong>
|
||||
<Trans>Document deleted email</Trans>
|
||||
</strong>
|
||||
</h2>
|
||||
|
||||
<p>
|
||||
<Trans>
|
||||
This will be sent to all recipients if a pending document has been deleted.
|
||||
</Trans>
|
||||
</p>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@ -2,18 +2,32 @@
|
||||
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { Trans, msg } from '@lingui/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { AnimatePresence, motion } from 'framer-motion';
|
||||
import { useForm } from 'react-hook-form';
|
||||
|
||||
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
|
||||
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
|
||||
import { formatSigningLink } from '@documenso/lib/utils/recipients';
|
||||
import type { Field, Recipient } from '@documenso/prisma/client';
|
||||
import { DocumentStatus } from '@documenso/prisma/client';
|
||||
import {
|
||||
DocumentDistributionMethod,
|
||||
DocumentStatus,
|
||||
RecipientRole,
|
||||
} from '@documenso/prisma/client';
|
||||
import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
|
||||
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
|
||||
import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
|
||||
|
||||
import { CopyTextButton } from '../../components/common/copy-text-button';
|
||||
import { DocumentEmailCheckboxes } from '../../components/document/document-email-checkboxes';
|
||||
import { AvatarWithText } from '../avatar';
|
||||
import { FormErrorMessage } from '../form/form-error-message';
|
||||
import { Input } from '../input';
|
||||
import { Label } from '../label';
|
||||
import { useStep } from '../stepper';
|
||||
import { Textarea } from '../textarea';
|
||||
import { toast } from '../use-toast';
|
||||
import { type TAddSubjectFormSchema, ZAddSubjectFormSchema } from './add-subject.types';
|
||||
import {
|
||||
DocumentFlowFormContainerActions,
|
||||
@ -42,20 +56,45 @@ export const AddSubjectFormPartial = ({
|
||||
onSubmit,
|
||||
isDocumentPdfLoaded,
|
||||
}: AddSubjectFormProps) => {
|
||||
const { _ } = useLingui();
|
||||
|
||||
const {
|
||||
register,
|
||||
handleSubmit,
|
||||
setValue,
|
||||
watch,
|
||||
formState: { errors, isSubmitting },
|
||||
} = useForm<TAddSubjectFormSchema>({
|
||||
defaultValues: {
|
||||
meta: {
|
||||
subject: document.documentMeta?.subject ?? '',
|
||||
message: document.documentMeta?.message ?? '',
|
||||
distributionMethod:
|
||||
document.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
|
||||
emailSettings: ZDocumentEmailSettingsSchema.parse(document?.documentMeta?.emailSettings),
|
||||
},
|
||||
},
|
||||
resolver: zodResolver(ZAddSubjectFormSchema),
|
||||
});
|
||||
|
||||
const GoNextLabel = {
|
||||
[DocumentDistributionMethod.EMAIL]: {
|
||||
[DocumentStatus.DRAFT]: msg`Send`,
|
||||
[DocumentStatus.PENDING]: recipients.some((recipient) => recipient.sendStatus === 'SENT')
|
||||
? msg`Resend`
|
||||
: msg`Send`,
|
||||
[DocumentStatus.COMPLETED]: msg`Update`,
|
||||
},
|
||||
[DocumentDistributionMethod.NONE]: {
|
||||
[DocumentStatus.DRAFT]: msg`Generate Links`,
|
||||
[DocumentStatus.PENDING]: msg`View Document`,
|
||||
[DocumentStatus.COMPLETED]: msg`View Document`,
|
||||
},
|
||||
};
|
||||
|
||||
const distributionMethod = watch('meta.distributionMethod');
|
||||
const emailSettings = watch('meta.emailSettings');
|
||||
|
||||
const onFormSubmit = handleSubmit(onSubmit);
|
||||
const { currentStep, totalSteps, previousStep } = useStep();
|
||||
|
||||
@ -72,46 +111,158 @@ export const AddSubjectFormPartial = ({
|
||||
<ShowFieldItem key={index} field={field} recipients={recipients} />
|
||||
))}
|
||||
|
||||
<div className="flex flex-col gap-y-4">
|
||||
<div>
|
||||
<Label htmlFor="subject">
|
||||
<Trans>
|
||||
Subject <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</Label>
|
||||
<Tabs
|
||||
onValueChange={(value) =>
|
||||
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
|
||||
setValue('meta.distributionMethod', value as DocumentDistributionMethod)
|
||||
}
|
||||
value={distributionMethod}
|
||||
className="mb-2"
|
||||
>
|
||||
<TabsList className="w-full">
|
||||
<TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
|
||||
Email
|
||||
</TabsTrigger>
|
||||
<TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
|
||||
None
|
||||
</TabsTrigger>
|
||||
</TabsList>
|
||||
</Tabs>
|
||||
|
||||
<Input
|
||||
id="subject"
|
||||
className="bg-background mt-2"
|
||||
disabled={isSubmitting}
|
||||
{...register('meta.subject')}
|
||||
/>
|
||||
<AnimatePresence mode="wait">
|
||||
{distributionMethod === DocumentDistributionMethod.EMAIL && (
|
||||
<motion.div
|
||||
key={'Emails'}
|
||||
initial={{ opacity: 0, y: 15 }}
|
||||
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
|
||||
exit={{ opacity: 0, transition: { duration: 0.15 } }}
|
||||
className="flex flex-col gap-y-4 rounded-lg border p-4"
|
||||
>
|
||||
<div>
|
||||
<Label htmlFor="subject">
|
||||
<Trans>
|
||||
Subject <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</Label>
|
||||
|
||||
<FormErrorMessage className="mt-2" error={errors.meta?.subject} />
|
||||
</div>
|
||||
<Input
|
||||
id="subject"
|
||||
className="bg-background mt-2"
|
||||
disabled={isSubmitting}
|
||||
{...register('meta.subject')}
|
||||
/>
|
||||
|
||||
<div>
|
||||
<Label htmlFor="message">
|
||||
<Trans>
|
||||
Message <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</Label>
|
||||
<FormErrorMessage className="mt-2" error={errors.meta?.subject} />
|
||||
</div>
|
||||
|
||||
<Textarea
|
||||
id="message"
|
||||
className="bg-background mt-2 h-32 resize-none"
|
||||
disabled={isSubmitting}
|
||||
{...register('meta.message')}
|
||||
/>
|
||||
<div>
|
||||
<Label htmlFor="message">
|
||||
<Trans>
|
||||
Message <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</Label>
|
||||
|
||||
<FormErrorMessage
|
||||
className="mt-2"
|
||||
error={typeof errors.meta?.message !== 'string' ? errors.meta?.message : undefined}
|
||||
/>
|
||||
</div>
|
||||
<Textarea
|
||||
id="message"
|
||||
className="bg-background mt-2 h-32 resize-none"
|
||||
disabled={isSubmitting}
|
||||
{...register('meta.message')}
|
||||
/>
|
||||
|
||||
<DocumentSendEmailMessageHelper />
|
||||
</div>
|
||||
<FormErrorMessage
|
||||
className="mt-2"
|
||||
error={
|
||||
typeof errors.meta?.message !== 'string' ? errors.meta?.message : undefined
|
||||
}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<DocumentSendEmailMessageHelper />
|
||||
|
||||
<DocumentEmailCheckboxes
|
||||
className="mt-2"
|
||||
value={emailSettings}
|
||||
onChange={(value) => setValue('meta.emailSettings', value)}
|
||||
/>
|
||||
</motion.div>
|
||||
)}
|
||||
|
||||
{distributionMethod === DocumentDistributionMethod.NONE && (
|
||||
<motion.div
|
||||
key={'Links'}
|
||||
initial={{ opacity: 0, y: 15 }}
|
||||
animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
|
||||
exit={{ opacity: 0, transition: { duration: 0.15 } }}
|
||||
className="rounded-lg border"
|
||||
>
|
||||
{document.status === DocumentStatus.DRAFT ? (
|
||||
<div className="text-muted-foreground py-16 text-center text-sm">
|
||||
<p>
|
||||
<Trans>We won't send anything to notify recipients.</Trans>
|
||||
</p>
|
||||
|
||||
<p className="mt-2">
|
||||
<Trans>
|
||||
We will generate signing links for with you, which you can send to the
|
||||
recipients through your method of choice.
|
||||
</Trans>
|
||||
</p>
|
||||
</div>
|
||||
) : (
|
||||
<ul className="text-muted-foreground divide-y">
|
||||
{recipients.length === 0 && (
|
||||
<li className="flex flex-col items-center justify-center py-6 text-sm">
|
||||
<Trans>No recipients</Trans>
|
||||
</li>
|
||||
)}
|
||||
|
||||
{recipients.map((recipient) => (
|
||||
<li
|
||||
key={recipient.id}
|
||||
className="flex items-center justify-between px-4 py-3 text-sm"
|
||||
>
|
||||
<AvatarWithText
|
||||
avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
|
||||
primaryText={
|
||||
<p className="text-muted-foreground text-sm">{recipient.email}</p>
|
||||
}
|
||||
secondaryText={
|
||||
<p className="text-muted-foreground/70 text-xs">
|
||||
{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
|
||||
</p>
|
||||
}
|
||||
/>
|
||||
|
||||
{recipient.role !== RecipientRole.CC && (
|
||||
<CopyTextButton
|
||||
value={formatSigningLink(recipient.token)}
|
||||
onCopySuccess={() => {
|
||||
toast({
|
||||
title: _(msg`Copied to clipboard`),
|
||||
description: _(
|
||||
msg`The signing link has been copied to your clipboard.`,
|
||||
),
|
||||
});
|
||||
}}
|
||||
badgeContentUncopied={
|
||||
<p className="ml-1 text-xs">
|
||||
<Trans>Copy</Trans>
|
||||
</p>
|
||||
}
|
||||
badgeContentCopied={
|
||||
<p className="ml-1 text-xs">
|
||||
<Trans>Copied</Trans>
|
||||
</p>
|
||||
}
|
||||
/>
|
||||
)}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</motion.div>
|
||||
)}
|
||||
</AnimatePresence>
|
||||
</div>
|
||||
</DocumentFlowFormContainerContent>
|
||||
|
||||
@ -121,7 +272,7 @@ export const AddSubjectFormPartial = ({
|
||||
<DocumentFlowFormContainerActions
|
||||
loading={isSubmitting}
|
||||
disabled={isSubmitting}
|
||||
goNextLabel={document.status === DocumentStatus.DRAFT ? msg`Send` : msg`Update`}
|
||||
goNextLabel={GoNextLabel[distributionMethod][document.status]}
|
||||
onGoBackClick={previousStep}
|
||||
onGoNextClick={() => void onFormSubmit()}
|
||||
/>
|
||||
|
||||
@ -1,9 +1,18 @@
|
||||
import { z } from 'zod';
|
||||
|
||||
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
|
||||
|
||||
import { DocumentDistributionMethod } from '.prisma/client';
|
||||
|
||||
export const ZAddSubjectFormSchema = z.object({
|
||||
meta: z.object({
|
||||
subject: z.string(),
|
||||
message: z.string(),
|
||||
distributionMethod: z
|
||||
.nativeEnum(DocumentDistributionMethod)
|
||||
.optional()
|
||||
.default(DocumentDistributionMethod.EMAIL),
|
||||
emailSettings: ZDocumentEmailSettingsSchema,
|
||||
}),
|
||||
});
|
||||
|
||||
|
||||
@ -4,14 +4,17 @@ import { useEffect } from 'react';
|
||||
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { Trans } from '@lingui/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { InfoIcon } from 'lucide-react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
|
||||
import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
|
||||
import { DOCUMENT_DISTRIBUTION_METHODS } from '@documenso/lib/constants/document';
|
||||
import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
|
||||
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
|
||||
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
|
||||
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
|
||||
import { type Field, type Recipient } from '@documenso/prisma/client';
|
||||
import { DocumentDistributionMethod, type Field, type Recipient } from '@documenso/prisma/client';
|
||||
import type { TemplateWithData } from '@documenso/prisma/types/template';
|
||||
import {
|
||||
DocumentGlobalAuthAccessSelect,
|
||||
@ -37,6 +40,7 @@ import {
|
||||
FormMessage,
|
||||
} from '@documenso/ui/primitives/form/form';
|
||||
|
||||
import { DocumentEmailCheckboxes } from '../../components/document/document-email-checkboxes';
|
||||
import { Combobox } from '../combobox';
|
||||
import {
|
||||
DocumentFlowFormContainerActions,
|
||||
@ -74,6 +78,8 @@ export const AddTemplateSettingsFormPartial = ({
|
||||
template,
|
||||
onSubmit,
|
||||
}: AddTemplateSettingsFormProps) => {
|
||||
const { _ } = useLingui();
|
||||
|
||||
const { documentAuthOption } = extractDocumentAuthMethods({
|
||||
documentAuth: template.authOptions,
|
||||
});
|
||||
@ -90,14 +96,20 @@ export const AddTemplateSettingsFormPartial = ({
|
||||
message: template.templateMeta?.message ?? '',
|
||||
timezone: template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
|
||||
dateFormat: template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
|
||||
distributionMethod:
|
||||
template.templateMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
|
||||
redirectUrl: template.templateMeta?.redirectUrl ?? '',
|
||||
language: template.templateMeta?.language ?? 'en',
|
||||
emailSettings: ZDocumentEmailSettingsSchema.parse(template?.templateMeta?.emailSettings),
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
|
||||
|
||||
const distributionMethod = form.watch('meta.distributionMethod');
|
||||
const emailSettings = form.watch('meta.emailSettings');
|
||||
|
||||
// We almost always want to set the timezone to the user's local timezone to avoid confusion
|
||||
// when the document is signed.
|
||||
useEffect(() => {
|
||||
@ -198,6 +210,77 @@ export const AddTemplateSettingsFormPartial = ({
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="meta.distributionMethod"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel className="flex flex-row items-center">
|
||||
<Trans>Document Distribution Method</Trans>
|
||||
<Tooltip>
|
||||
<TooltipTrigger>
|
||||
<InfoIcon className="mx-2 h-4 w-4" />
|
||||
</TooltipTrigger>
|
||||
|
||||
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
|
||||
<h2>
|
||||
<strong>
|
||||
<Trans>Document Distribution Method</Trans>
|
||||
</strong>
|
||||
</h2>
|
||||
|
||||
<p>
|
||||
<Trans>
|
||||
This is how the document will reach the recipients once the document is
|
||||
ready for signing.
|
||||
</Trans>
|
||||
</p>
|
||||
|
||||
<ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
|
||||
<li>
|
||||
<Trans>
|
||||
<strong>Email</strong> - The recipient will be emailed the document to
|
||||
sign, approve, etc.
|
||||
</Trans>
|
||||
</li>
|
||||
<li>
|
||||
<Trans>
|
||||
<strong>Links</strong> - We will generate links which you can send to
|
||||
the recipients manually.
|
||||
</Trans>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<Trans>
|
||||
<strong>Note</strong> - If you use Links in combination with direct
|
||||
templates, you will need to manually send the links to the remaining
|
||||
recipients.
|
||||
</Trans>
|
||||
</TooltipContent>
|
||||
</Tooltip>
|
||||
</FormLabel>
|
||||
|
||||
<FormControl>
|
||||
<Select {...field} onValueChange={field.onChange}>
|
||||
<SelectTrigger className="bg-background text-muted-foreground">
|
||||
<SelectValue data-testid="documentDistributionMethodSelectValue" />
|
||||
</SelectTrigger>
|
||||
|
||||
<SelectContent position="popper">
|
||||
{Object.values(DOCUMENT_DISTRIBUTION_METHODS).map(
|
||||
({ value, description }) => (
|
||||
<SelectItem key={value} value={value}>
|
||||
{_(description)}
|
||||
</SelectItem>
|
||||
),
|
||||
)}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</FormControl>
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
{isEnterprise && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
@ -217,59 +300,66 @@ export const AddTemplateSettingsFormPartial = ({
|
||||
/>
|
||||
)}
|
||||
|
||||
<Accordion type="multiple">
|
||||
<AccordionItem value="email-options" className="border-none">
|
||||
<AccordionTrigger className="text-foreground rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
|
||||
<Trans>Email Options</Trans>
|
||||
</AccordionTrigger>
|
||||
{distributionMethod === DocumentDistributionMethod.EMAIL && (
|
||||
<Accordion type="multiple">
|
||||
<AccordionItem value="email-options" className="border-none">
|
||||
<AccordionTrigger className="text-foreground rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
|
||||
<Trans>Email Options</Trans>
|
||||
</AccordionTrigger>
|
||||
|
||||
<AccordionContent className="text-muted-foreground -mx-1 px-1 pt-4 text-sm leading-relaxed [&>div]:pb-0">
|
||||
<div className="flex flex-col space-y-6">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="meta.subject"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>
|
||||
Subject <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</FormLabel>
|
||||
<AccordionContent className="text-muted-foreground -mx-1 px-1 pt-4 text-sm leading-relaxed [&>div]:pb-0">
|
||||
<div className="flex flex-col space-y-6">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="meta.subject"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>
|
||||
Subject <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</FormLabel>
|
||||
|
||||
<FormControl>
|
||||
<Input {...field} />
|
||||
</FormControl>
|
||||
<FormControl>
|
||||
<Input {...field} />
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="meta.message"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>
|
||||
Message <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</FormLabel>
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="meta.message"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>
|
||||
Message <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</FormLabel>
|
||||
|
||||
<FormControl>
|
||||
<Textarea className="bg-background h-32 resize-none" {...field} />
|
||||
</FormControl>
|
||||
<FormControl>
|
||||
<Textarea className="bg-background h-32 resize-none" {...field} />
|
||||
</FormControl>
|
||||
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<DocumentSendEmailMessageHelper />
|
||||
</div>
|
||||
</AccordionContent>
|
||||
</AccordionItem>
|
||||
</Accordion>
|
||||
<DocumentSendEmailMessageHelper />
|
||||
|
||||
<DocumentEmailCheckboxes
|
||||
value={emailSettings}
|
||||
onChange={(value) => form.setValue('meta.emailSettings', value)}
|
||||
/>
|
||||
</div>
|
||||
</AccordionContent>
|
||||
</AccordionItem>
|
||||
</Accordion>
|
||||
)}
|
||||
|
||||
<Accordion type="multiple">
|
||||
<AccordionItem value="advanced-options" className="border-none">
|
||||
|
||||
@ -7,9 +7,11 @@ import {
|
||||
ZDocumentAccessAuthTypesSchema,
|
||||
ZDocumentActionAuthTypesSchema,
|
||||
} from '@documenso/lib/types/document-auth';
|
||||
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
|
||||
import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
|
||||
|
||||
import { ZMapNegativeOneToUndefinedSchema } from '../document-flow/add-settings.types';
|
||||
import { DocumentDistributionMethod } from '.prisma/client';
|
||||
|
||||
export const ZAddTemplateSettingsFormSchema = z.object({
|
||||
title: z.string().trim().min(1, { message: "Title can't be empty" }),
|
||||
@ -25,6 +27,10 @@ export const ZAddTemplateSettingsFormSchema = z.object({
|
||||
message: z.string(),
|
||||
timezone: z.string().optional().default(DEFAULT_DOCUMENT_TIME_ZONE),
|
||||
dateFormat: z.string().optional().default(DEFAULT_DOCUMENT_DATE_FORMAT),
|
||||
distributionMethod: z
|
||||
.nativeEnum(DocumentDistributionMethod)
|
||||
.optional()
|
||||
.default(DocumentDistributionMethod.EMAIL),
|
||||
redirectUrl: z
|
||||
.string()
|
||||
.optional()
|
||||
@ -36,6 +42,7 @@ export const ZAddTemplateSettingsFormSchema = z.object({
|
||||
.union([z.string(), z.enum(SUPPORTED_LANGUAGE_CODES)])
|
||||
.optional()
|
||||
.default('en'),
|
||||
emailSettings: ZDocumentEmailSettingsSchema,
|
||||
}),
|
||||
});
|
||||
|
||||
|
||||
Reference in New Issue
Block a user