feat: avoid sending document if the owner is the only recipient

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -6,6 +6,7 @@ import { useRouter, useSearchParams } from 'next/navigation';
 
 import { msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
+import { useSession } from 'next-auth/react';
 
 import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
@@ -53,6 +54,7 @@ export const EditDocumentForm = ({
   const router = useRouter();
   const searchParams = useSearchParams();
   const team = useOptionalCurrentTeam();
+  const { data: session } = useSession();
 
   const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
 
@@ -138,6 +140,19 @@ export const EditDocumentForm = ({
     },
   });
 
+  const { mutateAsync: selfSignDocument } = trpc.document.selfSignDocument.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.document.getDocumentWithDetailsById.setData(
+        {
+          id: initialDocument.id,
+          teamId: team?.id,
+        },
+        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
+      );
+    },
+  });
+
   const { mutateAsync: setPasswordForDocument } =
     trpc.document.setPasswordForDocument.useMutation();
 
@@ -266,10 +281,22 @@ export const EditDocumentForm = ({
         }
       }
 
-      // Router refresh is here to clear the router cache for when navigating to /documents.
-      router.refresh();
+      const hasSameOwnerAsRecipient =
+        recipients.length === 1 && recipients[0].email === session?.user?.email;
 
-      setStep('subject');
+      if (hasSameOwnerAsRecipient) {
+        await selfSignDocument({
+          documentId: document.id,
+          teamId: team?.id,
+        });
+
+        router.push(`/sign/${recipients[0].token}`);
+      } else {
+        // Router refresh is here to clear the router cache for when navigating to /documents.
+        router.refresh();
+
+        setStep('subject');
+      }
     } catch (err) {
       console.error(err);
 

packages/trpc/server/document-router/router.ts

@@ -37,6 +37,7 @@ import {
   ZMoveDocumentsToTeamSchema,
   ZResendDocumentMutationSchema,
   ZSearchDocumentsMutationSchema,
+  ZSelfSignDocumentMutationSchema,
   ZSendDocumentMutationSchema,
   ZSetPasswordForDocumentMutationSchema,
   ZSetSettingsForDocumentMutationSchema,
@@ -367,6 +368,29 @@ export const documentRouter = router({
       }
     }),
 
+  selfSignDocument: authenticatedProcedure
+    .input(ZSelfSignDocumentMutationSchema)
+    .mutation(async ({ input, ctx }) => {
+      try {
+        const { documentId, teamId } = input;
+
+        return await sendDocument({
+          userId: ctx.user.id,
+          documentId,
+          teamId,
+          sendEmail: false,
+          requestMetadata: extractNextApiRequestMetadata(ctx.req),
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to self sign this document. Please try again later.',
+        });
+      }
+    }),
+
   resendDocument: authenticatedProcedure
     .input(ZResendDocumentMutationSchema)
     .mutation(async ({ input, ctx }) => {

packages/trpc/server/document-router/schema.ts

@@ -140,6 +140,11 @@ export const ZSendDocumentMutationSchema = z.object({
   }),
 });
 
+export const ZSelfSignDocumentMutationSchema = z.object({
+  documentId: z.number(),
+  teamId: z.number().optional(),
+});
+
 export const ZSetPasswordForDocumentMutationSchema = z.object({
   documentId: z.number(),
   password: z.string(),

packages/ui/primitives/document-flow/add-fields.tsx

@@ -20,6 +20,7 @@ import {
   Type,
   User,
 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
 import { prop, sortBy } from 'remeda';
@@ -99,6 +100,13 @@ export type AddFieldsFormProps = {
   teamId?: number;
 };
 
+// Self Sign
+// If the recipient is the user and it is the only recipient,
+// dont send the document, after adding the fields, skip the next step and go straight to the point
+// no need for the sending section
+// it will create the document
+// and redirect you to the signing page.
+
 export const AddFieldsFormPartial = ({
   documentFlow,
   hideRecipients = false,
@@ -110,6 +118,7 @@ export const AddFieldsFormPartial = ({
   teamId,
 }: AddFieldsFormProps) => {
   const { toast } = useToast();
+  const { data: session } = useSession();
 
   const [isMissingSignatureDialogVisible, setIsMissingSignatureDialogVisible] = useState(false);
 
@@ -530,6 +539,10 @@ export const AddFieldsFormPartial = ({
       );
   }, [recipientsByRole]);
 
+  const hasSameOwnerAsRecipient =
+    recipientsByRole.SIGNER.length === 1 &&
+    recipientsByRole.SIGNER[0].email === session?.user?.email;
+
   const handleAdvancedSettings = () => {
     setShowAdvancedSettings((prev) => !prev);
   };
@@ -1067,6 +1080,7 @@ export const AddFieldsFormPartial = ({
                 documentFlow.onBackStep?.();
               }}
               goBackLabel={canRenderBackButtonAsRemove ? msg`Remove` : undefined}
+              goNextLabel={hasSameOwnerAsRecipient ? msg`Self Sign` : undefined}
               onGoNextClick={handleGoNextClick}
             />
           </DocumentFlowFormContainerFooter>