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15 Commits
feat/dicta
...
experiment
| Author | SHA1 | Date | |
|---|---|---|---|
| ce94cf0051 | |||
| bccf4cd368 | |||
| c13988bb8f | |||
| 9f1831afcb | |||
| 574a7449fa | |||
| 1aee1bb4cd | |||
| 634dc2afd0 | |||
| 21d68f3275 | |||
| 63c98949bb | |||
| 4348a949dd | |||
| 2a098f89fa | |||
| bb805ea93b | |||
| cc8b972fbc | |||
| b55c419074 | |||
| f9e3993519 |
@ -6,6 +6,7 @@ import { useRouter, useSearchParams } from 'next/navigation';
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import { msg } from '@lingui/macro';
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import { useLingui } from '@lingui/react';
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import { useSession } from 'next-auth/react';
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import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
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import {
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@ -55,6 +56,7 @@ export const EditDocumentForm = ({
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const router = useRouter();
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const searchParams = useSearchParams();
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const team = useOptionalCurrentTeam();
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const { data: session } = useSession();
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const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
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@ -73,7 +75,7 @@ export const EditDocumentForm = ({
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const { recipients, fields } = document;
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const { mutateAsync: updateDocument } = trpc.document.updateDocument.useMutation({
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const { mutateAsync: updateDocument } = trpc.document.setSettingsForDocument.useMutation({
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...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
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onSuccess: (newData) => {
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utils.document.getDocumentWithDetailsById.setData(
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@ -85,6 +87,19 @@ export const EditDocumentForm = ({
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},
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});
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const { mutateAsync: setSigningOrderForDocument } =
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trpc.document.setSigningOrderForDocument.useMutation({
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...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
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onSuccess: (newData) => {
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utils.document.getDocumentWithDetailsById.setData(
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{
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documentId: initialDocument.id,
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},
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(oldData) => ({ ...(oldData || initialDocument), ...newData, id: Number(newData.id) }),
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);
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},
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});
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const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
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...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
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onSuccess: ({ fields: newFields }) => {
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@ -121,6 +136,18 @@ export const EditDocumentForm = ({
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},
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});
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const { mutateAsync: selfSignDocument } = trpc.document.selfSignDocument.useMutation({
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...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
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onSuccess: (newData) => {
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utils.document.getDocumentWithDetailsById.setData(
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{
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documentId: initialDocument.id,
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},
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(oldData) => ({ ...(oldData || initialDocument), ...newData }),
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);
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},
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});
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const { mutateAsync: setPasswordForDocument } =
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trpc.document.setPasswordForDocument.useMutation();
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@ -203,12 +230,9 @@ export const EditDocumentForm = ({
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const onAddSignersFormSubmit = async (data: TAddSignersFormSchema) => {
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try {
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await Promise.all([
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updateDocument({
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setSigningOrderForDocument({
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documentId: document.id,
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meta: {
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signingOrder: data.signingOrder,
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modifyNextSigner: data.modifyNextSigner,
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},
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signingOrder: data.signingOrder,
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}),
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setRecipients({
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@ -259,10 +283,22 @@ export const EditDocumentForm = ({
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}
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}
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// Router refresh is here to clear the router cache for when navigating to /documents.
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router.refresh();
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const hasSameOwnerAsRecipient =
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recipients.length === 1 && recipients[0].email === session?.user?.email;
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setStep('subject');
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if (hasSameOwnerAsRecipient) {
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await selfSignDocument({
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documentId: document.id,
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teamId: team?.id,
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});
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router.push(`/sign/${recipients[0].token}`);
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} else {
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// Router refresh is here to clear the router cache for when navigating to /documents.
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router.refresh();
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setStep('subject');
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}
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} catch (err) {
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console.error(err);
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@ -381,7 +417,6 @@ export const EditDocumentForm = ({
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documentFlow={documentFlow.signers}
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recipients={recipients}
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signingOrder={document.documentMeta?.signingOrder}
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modifyNextSigner={document.documentMeta?.modifyNextSigner}
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fields={fields}
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isDocumentEnterprise={isDocumentEnterprise}
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onSubmit={onAddSignersFormSubmit}
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@ -76,7 +76,6 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
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? {
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...templateMeta,
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signingOrder: templateMeta.signingOrder || DocumentSigningOrder.SEQUENTIAL,
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modifyNextSigner: templateMeta.modifyNextSigner ?? false,
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documentId: 0,
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}
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: undefined;
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@ -15,12 +15,7 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
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import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
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import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
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import type { Recipient } from '@documenso/prisma/client';
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import {
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DocumentSigningOrder,
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type Field,
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FieldType,
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RecipientRole,
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} from '@documenso/prisma/client';
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import { type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
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import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
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import { trpc } from '@documenso/trpc/react';
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import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
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@ -45,12 +40,6 @@ export type SigningFormProps = {
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isRecipientsTurn: boolean;
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allRecipients?: RecipientWithFields[];
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setSelectedSignerId?: (id: number | null) => void;
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isLastRecipient: boolean;
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};
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type SigningFormData = {
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email?: string;
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name?: string;
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};
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export const SigningForm = ({
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@ -61,7 +50,6 @@ export const SigningForm = ({
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isRecipientsTurn,
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allRecipients = [],
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setSelectedSignerId,
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isLastRecipient,
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}: SigningFormProps) => {
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const { _ } = useLingui();
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const { toast } = useToast();
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@ -89,7 +77,7 @@ export const SigningForm = ({
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},
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});
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const { handleSubmit, formState } = useForm<SigningFormData>();
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const { handleSubmit, formState } = useForm();
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// Keep the loading state going if successful since the redirect may take some time.
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const isSubmitting = formState.isSubmitting || formState.isSubmitSuccessful;
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@ -114,58 +102,20 @@ export const SigningForm = ({
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validateFieldsInserted(fieldsRequiringValidation);
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};
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const completeDocument = async (
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authOptions?: TRecipientActionAuth,
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nextSigner?: { email: string; name: string },
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) => {
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const payload = {
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token: recipient.token,
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documentId: document.id,
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authOptions,
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...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
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};
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const onFormSubmit = async () => {
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setValidateUninsertedFields(true);
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await completeDocumentWithToken(payload);
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const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
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analytics.capture('App: Recipient has completed signing', {
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signerId: recipient.id,
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documentId: document.id,
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timestamp: new Date().toISOString(),
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});
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redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${recipient.token}/complete`);
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};
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const onFormSubmit = async (data: SigningFormData) => {
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try {
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setValidateUninsertedFields(true);
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const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
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if (hasSignatureField && !signatureValid) {
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throw new Error('Please provide a valid signature');
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}
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if (!isFieldsValid) {
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throw new Error('Please complete all required fields');
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}
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const nextSigner =
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data.email && data.name
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? {
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email: data.email,
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name: data.name,
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}
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: undefined;
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await completeDocument(undefined, nextSigner);
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} catch (error) {
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toast({
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title: 'Error',
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description: 'An error occurred while completing the document. Please try again.',
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variant: 'destructive',
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});
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if (hasSignatureField && !signatureValid) {
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return;
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}
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if (!isFieldsValid) {
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return;
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}
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await completeDocument();
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};
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const onAssistantFormSubmit = () => {
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@ -193,6 +143,22 @@ export const SigningForm = ({
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}
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};
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const completeDocument = async (authOptions?: TRecipientActionAuth) => {
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await completeDocumentWithToken({
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token: recipient.token,
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documentId: document.id,
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authOptions,
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});
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|
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analytics.capture('App: Recipient has completed signing', {
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signerId: recipient.id,
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documentId: document.id,
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timestamp: new Date().toISOString(),
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});
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redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${recipient.token}/complete`);
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};
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return (
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<div
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className={cn(
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@ -242,21 +208,12 @@ export const SigningForm = ({
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<SignDialog
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isSubmitting={isSubmitting}
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onSignatureComplete={async (nextSigner) => {
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await handleSubmit(async (formData) =>
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onFormSubmit({ ...formData, ...nextSigner }),
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)();
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}}
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onSignatureComplete={handleSubmit(onFormSubmit)}
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documentTitle={document.title}
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fields={fields}
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fieldsValidated={fieldsValidated}
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role={recipient.role}
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disabled={!isRecipientsTurn}
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canModifyNextSigner={
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document.documentMeta?.modifyNextSigner &&
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document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL &&
|
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!isLastRecipient
|
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}
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/>
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</div>
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</div>
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@ -426,21 +383,12 @@ export const SigningForm = ({
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<SignDialog
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isSubmitting={isSubmitting}
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onSignatureComplete={async (nextSigner) => {
|
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await handleSubmit(async (formData) =>
|
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onFormSubmit({ ...formData, ...nextSigner }),
|
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)();
|
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}}
|
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onSignatureComplete={handleSubmit(onFormSubmit)}
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documentTitle={document.title}
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fields={fields}
|
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fieldsValidated={fieldsValidated}
|
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role={recipient.role}
|
||||
disabled={!isRecipientsTurn}
|
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canModifyNextSigner={
|
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document.documentMeta?.modifyNextSigner &&
|
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document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL &&
|
||||
!isLastRecipient
|
||||
}
|
||||
/>
|
||||
</div>
|
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</fieldset>
|
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|
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@ -9,7 +9,6 @@ import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-re
|
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import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
|
||||
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 { getIsLastRecipient } from '@documenso/lib/server-only/recipient/get-is-last-recipient';
|
||||
import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
|
||||
import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
|
||||
import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
|
||||
@ -45,7 +44,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
|
||||
|
||||
const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
|
||||
|
||||
const [document, recipient, fields, completedFields, isLastRecipient] = await Promise.all([
|
||||
const [document, recipient, fields, completedFields] = await Promise.all([
|
||||
getDocumentAndSenderByToken({
|
||||
token,
|
||||
userId: user?.id,
|
||||
@ -54,7 +53,6 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
|
||||
getRecipientByToken({ token }).catch(() => null),
|
||||
getFieldsForToken({ token }),
|
||||
getCompletedFieldsForToken({ token }),
|
||||
getIsLastRecipient({ token }),
|
||||
]);
|
||||
|
||||
if (
|
||||
@ -171,7 +169,6 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
|
||||
completedFields={completedFields}
|
||||
isRecipientsTurn={isRecipientsTurn}
|
||||
allRecipients={allRecipients}
|
||||
isLastRecipient={isLastRecipient}
|
||||
/>
|
||||
</DocumentAuthProvider>
|
||||
</SigningProvider>
|
||||
|
||||
@ -37,6 +37,11 @@ export const RecipientProvider = ({
|
||||
recipient,
|
||||
targetSigner = null,
|
||||
}: RecipientProviderProps) => {
|
||||
// console.log({
|
||||
// recipient,
|
||||
// targetSigner,
|
||||
// isAssistantMode: !!targetSigner,
|
||||
// });
|
||||
return (
|
||||
<RecipientContext.Provider
|
||||
value={{
|
||||
|
||||
@ -1,36 +1,18 @@
|
||||
'use client';
|
||||
|
||||
import { useMemo, useState } from 'react';
|
||||
|
||||
import { zodResolver } from '@hookform/resolvers/zod';
|
||||
import { Trans } from '@lingui/macro';
|
||||
import { ArrowRight } from 'lucide-react';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
|
||||
import type { Field } from '@documenso/prisma/client';
|
||||
import { RecipientRole } from '@documenso/prisma/client';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Checkbox } from '@documenso/ui/primitives/checkbox';
|
||||
import {
|
||||
Dialog,
|
||||
DialogClose,
|
||||
DialogContent,
|
||||
DialogFooter,
|
||||
DialogTitle,
|
||||
DialogTrigger,
|
||||
} from '@documenso/ui/primitives/dialog';
|
||||
import {
|
||||
Form,
|
||||
FormControl,
|
||||
FormField,
|
||||
FormItem,
|
||||
FormLabel,
|
||||
FormMessage,
|
||||
} from '@documenso/ui/primitives/form/form';
|
||||
import { Input } from '@documenso/ui/primitives/input';
|
||||
|
||||
import { SigningDisclosure } from '~/components/general/signing-disclosure';
|
||||
|
||||
@ -39,26 +21,12 @@ export type SignDialogProps = {
|
||||
documentTitle: string;
|
||||
fields: Field[];
|
||||
fieldsValidated: () => void | Promise<void>;
|
||||
onSignatureComplete: (nextSigner?: { email?: string; name?: string }) => void | Promise<void>;
|
||||
onSignatureComplete: () => void | Promise<void>;
|
||||
role: RecipientRole;
|
||||
disabled?: boolean;
|
||||
canModifyNextSigner?: boolean;
|
||||
};
|
||||
|
||||
const formSchema = z.object({
|
||||
modifyNextSigner: z.boolean().default(false),
|
||||
nextSigner: z
|
||||
.object({
|
||||
email: z.string().email({ message: 'Please enter a valid email address' }).optional(),
|
||||
name: z.string().optional(),
|
||||
})
|
||||
.optional()
|
||||
.default({}),
|
||||
});
|
||||
|
||||
type TFormSchema = z.infer<typeof formSchema>;
|
||||
|
||||
export function SignDialog({
|
||||
export const SignDialog = ({
|
||||
isSubmitting,
|
||||
documentTitle,
|
||||
fields,
|
||||
@ -66,9 +34,7 @@ export function SignDialog({
|
||||
onSignatureComplete,
|
||||
role,
|
||||
disabled = false,
|
||||
canModifyNextSigner = false,
|
||||
}: SignDialogProps) {
|
||||
const [step, setStep] = useState(1);
|
||||
}: SignDialogProps) => {
|
||||
const [showDialog, setShowDialog] = useState(false);
|
||||
|
||||
const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
|
||||
@ -81,336 +47,104 @@ export function SignDialog({
|
||||
setShowDialog(open);
|
||||
};
|
||||
|
||||
const totalSteps = 2;
|
||||
|
||||
const handleContinue = () => {
|
||||
if (step < totalSteps) {
|
||||
setStep(step + 1);
|
||||
}
|
||||
};
|
||||
|
||||
const form = useForm<TFormSchema>({
|
||||
resolver: zodResolver(formSchema),
|
||||
});
|
||||
|
||||
const onFormSubmit = async (data: TFormSchema) => {
|
||||
try {
|
||||
await fieldsValidated();
|
||||
|
||||
await onSignatureComplete({
|
||||
email: data.nextSigner.email?.trim().toLowerCase(),
|
||||
name: data.nextSigner.name?.trim(),
|
||||
});
|
||||
|
||||
setShowDialog(false);
|
||||
form.reset();
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<>
|
||||
{!canModifyNextSigner ? (
|
||||
<Dialog open={showDialog} onOpenChange={handleOpenChange}>
|
||||
<DialogTrigger asChild>
|
||||
<Button
|
||||
className="w-full"
|
||||
type="button"
|
||||
size="lg"
|
||||
onClick={fieldsValidated}
|
||||
loading={isSubmitting}
|
||||
disabled={disabled}
|
||||
>
|
||||
{isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
|
||||
<DialogContent>
|
||||
<DialogTitle>
|
||||
<div className="text-foreground text-xl font-semibold">
|
||||
{role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
|
||||
</div>
|
||||
</DialogTitle>
|
||||
|
||||
<div className="text-muted-foreground max-w-[50ch]">
|
||||
{role === 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>
|
||||
)}
|
||||
{role === 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>
|
||||
)}
|
||||
{role === 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>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<SigningDisclosure className="mt-4" />
|
||||
|
||||
<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="flex-1"
|
||||
disabled={!isComplete}
|
||||
loading={isSubmitting}
|
||||
onClick={async (e) => {
|
||||
e.preventDefault();
|
||||
await onSignatureComplete();
|
||||
}}
|
||||
>
|
||||
{role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
|
||||
</Button>
|
||||
</div>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
) : (
|
||||
<Dialog
|
||||
onOpenChange={(open) => {
|
||||
if (open) setStep(1);
|
||||
}}
|
||||
<Dialog open={showDialog} onOpenChange={handleOpenChange}>
|
||||
<DialogTrigger asChild>
|
||||
<Button
|
||||
className="w-full"
|
||||
type="button"
|
||||
size="lg"
|
||||
onClick={fieldsValidated}
|
||||
loading={isSubmitting}
|
||||
disabled={disabled}
|
||||
>
|
||||
<DialogTrigger asChild>
|
||||
{isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
|
||||
<DialogContent>
|
||||
<DialogTitle>
|
||||
<div className="text-foreground text-xl font-semibold">
|
||||
{role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
|
||||
</div>
|
||||
</DialogTitle>
|
||||
|
||||
<div className="text-muted-foreground max-w-[50ch]">
|
||||
{role === 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>
|
||||
)}
|
||||
{role === 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>
|
||||
)}
|
||||
{role === 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>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<SigningDisclosure className="mt-4" />
|
||||
|
||||
<DialogFooter>
|
||||
<div className="flex w-full flex-1 flex-nowrap gap-4">
|
||||
<Button
|
||||
className="w-full"
|
||||
type="button"
|
||||
size="lg"
|
||||
onClick={fieldsValidated}
|
||||
loading={isSubmitting}
|
||||
disabled={disabled}
|
||||
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
|
||||
variant="secondary"
|
||||
onClick={() => {
|
||||
setShowDialog(false);
|
||||
}}
|
||||
>
|
||||
{isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
|
||||
<Trans>Cancel</Trans>
|
||||
</Button>
|
||||
</DialogTrigger>
|
||||
<DialogContent>
|
||||
<DialogTitle>
|
||||
{step === 1 && (
|
||||
<div className="text-foreground text-base font-semibold">
|
||||
<Trans>
|
||||
Modify Next Signer <span className="text-muted-foreground">(Optional)</span>
|
||||
</Trans>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{step === 2 && (
|
||||
<div className="text-foreground text-xl font-semibold">
|
||||
{role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
|
||||
</div>
|
||||
)}
|
||||
</DialogTitle>
|
||||
|
||||
{step === 1 && (
|
||||
<Form {...form}>
|
||||
<form onSubmit={form.handleSubmit(onFormSubmit)} className="flex flex-col gap-y-4">
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="modifyNextSigner"
|
||||
render={({ field }) => (
|
||||
<FormItem className="flex flex-row items-center space-x-2 space-y-0">
|
||||
<FormControl>
|
||||
<Checkbox checked={field.value} onCheckedChange={field.onChange} />
|
||||
</FormControl>
|
||||
<FormLabel className="font-normal">
|
||||
<Trans>Modify next signer details</Trans>
|
||||
</FormLabel>
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
{form.watch('modifyNextSigner') && (
|
||||
<>
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="nextSigner.email"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>Next Signer Email</Trans>
|
||||
</FormLabel>
|
||||
<FormControl>
|
||||
<Input type="email" {...field} />
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="nextSigner.name"
|
||||
render={({ field }) => (
|
||||
<FormItem>
|
||||
<FormLabel>
|
||||
<Trans>Next Signer Name</Trans>
|
||||
</FormLabel>
|
||||
<FormControl>
|
||||
<Input {...field} />
|
||||
</FormControl>
|
||||
<FormMessage />
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
</>
|
||||
)}
|
||||
</form>
|
||||
</Form>
|
||||
)}
|
||||
|
||||
{step === 2 && (
|
||||
<>
|
||||
<div className="text-muted-foreground max-w-[50ch]">
|
||||
{role === 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>
|
||||
)}
|
||||
{role === 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>
|
||||
)}
|
||||
{role === 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>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<SigningDisclosure className="mt-4" />
|
||||
</>
|
||||
)}
|
||||
|
||||
<div className="flex flex-col justify-between gap-4 sm:flex-row sm:items-center">
|
||||
<div className="flex justify-center space-x-1.5 max-sm:order-1">
|
||||
{[...Array(totalSteps)].map((_, index) => (
|
||||
<button
|
||||
key={index}
|
||||
onClick={() => setStep(index + 1)}
|
||||
className={cn(
|
||||
'bg-primary h-1.5 w-1.5 rounded-full',
|
||||
index + 1 === step ? 'bg-primary' : 'opacity-20',
|
||||
)}
|
||||
type="button"
|
||||
aria-label={`Go to step ${index + 1}`}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
|
||||
<DialogFooter>
|
||||
<DialogClose asChild>
|
||||
<Button type="button" variant="ghost">
|
||||
Cancel
|
||||
</Button>
|
||||
</DialogClose>
|
||||
|
||||
{step === 1 && (
|
||||
<Button className="group" type="button" onClick={handleContinue}>
|
||||
Next
|
||||
<ArrowRight
|
||||
className="-me-1 ms-2 opacity-60 transition-transform group-hover:translate-x-0.5"
|
||||
size={16}
|
||||
strokeWidth={2}
|
||||
aria-hidden="true"
|
||||
/>
|
||||
</Button>
|
||||
)}
|
||||
|
||||
{step === 2 && (
|
||||
<Button
|
||||
type="button"
|
||||
className="flex-1"
|
||||
disabled={!isComplete}
|
||||
loading={isSubmitting}
|
||||
onClick={form.handleSubmit(onFormSubmit)}
|
||||
>
|
||||
{role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
|
||||
</Button>
|
||||
)}
|
||||
</DialogFooter>
|
||||
</div>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
)}
|
||||
</>
|
||||
<Button
|
||||
type="button"
|
||||
className="flex-1"
|
||||
disabled={!isComplete}
|
||||
loading={isSubmitting}
|
||||
onClick={onSignatureComplete}
|
||||
>
|
||||
{role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
|
||||
</Button>
|
||||
</div>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
};
|
||||
|
||||
@ -49,7 +49,6 @@ export type SigningPageViewProps = {
|
||||
completedFields: CompletedField[];
|
||||
isRecipientsTurn: boolean;
|
||||
allRecipients?: RecipientWithFields[];
|
||||
isLastRecipient: boolean;
|
||||
};
|
||||
|
||||
export const SigningPageView = ({
|
||||
@ -59,7 +58,6 @@ export const SigningPageView = ({
|
||||
completedFields,
|
||||
isRecipientsTurn,
|
||||
allRecipients = [],
|
||||
isLastRecipient,
|
||||
}: SigningPageViewProps) => {
|
||||
const { documentData, documentMeta } = document;
|
||||
|
||||
@ -161,7 +159,6 @@ export const SigningPageView = ({
|
||||
redirectUrl={documentMeta?.redirectUrl}
|
||||
isRecipientsTurn={isRecipientsTurn}
|
||||
allRecipients={allRecipients}
|
||||
isLastRecipient={isLastRecipient}
|
||||
setSelectedSignerId={setSelectedSignerId}
|
||||
/>
|
||||
</div>
|
||||
|
||||
@ -10,6 +10,7 @@ export type EmbedDocumentCompletedPageProps = {
|
||||
};
|
||||
|
||||
export const EmbedDocumentCompleted = ({ name, signature }: EmbedDocumentCompletedPageProps) => {
|
||||
console.log({ signature });
|
||||
return (
|
||||
<div className="embed--DocumentCompleted relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
|
||||
<h3 className="text-foreground text-2xl font-semibold">
|
||||
|
||||
@ -336,6 +336,16 @@ export const DocumentHistorySheet = ({
|
||||
]}
|
||||
/>
|
||||
))
|
||||
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN }, ({ data }) => (
|
||||
<DocumentHistorySheetChanges
|
||||
values={[
|
||||
{
|
||||
key: 'Signed by',
|
||||
value: data.recipientEmail,
|
||||
},
|
||||
]}
|
||||
/>
|
||||
))
|
||||
.with(
|
||||
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED },
|
||||
({ data }) => (
|
||||
|
||||
@ -2,7 +2,9 @@ import { expect, test } from '@playwright/test';
|
||||
import { DateTime } from 'luxon';
|
||||
import path from 'node:path';
|
||||
|
||||
import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
|
||||
import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
|
||||
import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recipient-by-id';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import {
|
||||
DocumentSigningOrder,
|
||||
@ -612,7 +614,7 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
|
||||
expect(previousRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
|
||||
}
|
||||
|
||||
await page.goto(`/sign/${recipient?.token}`);
|
||||
await page.goto(`/sign/${recipient!.token}`);
|
||||
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
|
||||
|
||||
await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
|
||||
@ -630,24 +632,22 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
|
||||
await page.getByRole('button', { name: 'Complete' }).click();
|
||||
await page.getByRole('button', { name: 'Sign' }).click();
|
||||
|
||||
await page.waitForURL(`/sign/${recipient?.token}/complete`);
|
||||
await page.waitForURL(`/sign/${recipient!.token}/complete`);
|
||||
await expect(page.getByText('Document Signed')).toBeVisible();
|
||||
|
||||
const updatedRecipient = await prisma.recipient.findFirst({
|
||||
where: { id: recipient?.id },
|
||||
const updatedRecipient = await getRecipientById({
|
||||
documentId: document.id,
|
||||
id: recipient!.id,
|
||||
});
|
||||
|
||||
expect(updatedRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
|
||||
}
|
||||
|
||||
// Wait for the document to be signed.
|
||||
await page.waitForTimeout(5000);
|
||||
|
||||
const finalDocument = await prisma.document.findFirst({
|
||||
where: { id: createdDocument?.id },
|
||||
});
|
||||
|
||||
expect(finalDocument?.status).toBe(DocumentStatus.COMPLETED);
|
||||
await expect(async () => {
|
||||
const signedDocument = await getDocumentById({ id: document.id, userId: user.id });
|
||||
expect(signedDocument?.status).toBe(DocumentStatus.COMPLETED);
|
||||
}).toPass();
|
||||
});
|
||||
|
||||
test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode', async ({
|
||||
@ -655,7 +655,7 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
|
||||
}) => {
|
||||
const user = await seedUser();
|
||||
|
||||
const { document, recipients } = await seedPendingDocumentWithFullFields({
|
||||
const { recipients } = await seedPendingDocumentWithFullFields({
|
||||
owner: user,
|
||||
recipients: ['user1@example.com', 'user2@example.com', 'user3@example.com'],
|
||||
fields: [FieldType.SIGNATURE],
|
||||
@ -682,3 +682,85 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
|
||||
await expect(page).not.toHaveURL(`/sign/${activeRecipient?.token}/waiting`);
|
||||
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
|
||||
});
|
||||
|
||||
test('[DOCUMENT_FLOW]: should be able to self sign a document', async ({ page }) => {
|
||||
const user = await seedUser();
|
||||
const document = await seedBlankDocument(user);
|
||||
|
||||
await apiSignin({
|
||||
page,
|
||||
email: user.email,
|
||||
redirectPath: `/documents/${document.id}/edit`,
|
||||
});
|
||||
|
||||
const documentTitle = `Self-Signing-${Date.now()}.pdf`;
|
||||
|
||||
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
|
||||
await page.getByLabel('Title').fill(documentTitle);
|
||||
await page.getByRole('button', { name: 'Continue' }).click();
|
||||
|
||||
await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
|
||||
await page.getByRole('button', { name: 'Add myself' }).click();
|
||||
await page.getByRole('button', { name: 'Continue' }).click();
|
||||
|
||||
await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
|
||||
|
||||
await page.getByRole('button', { name: 'Signature' }).click();
|
||||
await page.locator('canvas').click({
|
||||
position: {
|
||||
x: 100,
|
||||
y: 100,
|
||||
},
|
||||
});
|
||||
|
||||
await page.getByRole('button', { name: 'Sign', exact: true }).click();
|
||||
|
||||
const documentRecipients = await prisma.recipient.findMany({
|
||||
where: {
|
||||
documentId: document.id,
|
||||
},
|
||||
});
|
||||
|
||||
const { token, email, id: recipientId } = documentRecipients[0];
|
||||
|
||||
expect(documentRecipients.length).toBe(1);
|
||||
expect(email).toBe(user.email);
|
||||
|
||||
await page.waitForURL(`/sign/${token}`);
|
||||
await expect(page.getByRole('heading', { name: documentTitle })).toBeVisible();
|
||||
|
||||
const { status } = await getDocumentByToken(token);
|
||||
expect(status).toBe(DocumentStatus.PENDING);
|
||||
|
||||
const fields = await prisma.field.findMany({
|
||||
where: { recipientId, documentId: document.id },
|
||||
});
|
||||
const recipientField = fields[0];
|
||||
expect(recipientField).not.toBeNull();
|
||||
|
||||
await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
|
||||
|
||||
const canvas = page.locator('canvas#signature');
|
||||
const box = await canvas.boundingBox();
|
||||
if (box) {
|
||||
await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
|
||||
await page.mouse.down();
|
||||
await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
|
||||
await page.mouse.up();
|
||||
}
|
||||
|
||||
await page.getByRole('button', { name: 'Sign', exact: true }).click();
|
||||
await page.getByRole('button', { name: 'Complete' }).click();
|
||||
await page.getByRole('button', { name: 'Sign' }).click();
|
||||
|
||||
await page.waitForURL(`/sign/${token}/complete`);
|
||||
await expect(page.getByText('Document Signed')).toBeVisible();
|
||||
|
||||
const updatedRecipient = await getRecipientById({ documentId: document.id, id: recipientId });
|
||||
expect(updatedRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
|
||||
|
||||
await expect(async () => {
|
||||
const signedDocument = await getDocumentById({ id: document.id, userId: user.id });
|
||||
expect(signedDocument?.status).toBe(DocumentStatus.COMPLETED);
|
||||
}).toPass();
|
||||
});
|
||||
|
||||
@ -28,7 +28,6 @@ export type CreateDocumentMetaOptions = {
|
||||
distributionMethod?: DocumentDistributionMethod;
|
||||
typedSignatureEnabled?: boolean;
|
||||
language?: SupportedLanguageCodes;
|
||||
modifyNextSigner?: boolean;
|
||||
requestMetadata: ApiRequestMetadata;
|
||||
};
|
||||
|
||||
@ -47,7 +46,6 @@ export const upsertDocumentMeta = async ({
|
||||
distributionMethod,
|
||||
typedSignatureEnabled,
|
||||
language,
|
||||
modifyNextSigner,
|
||||
requestMetadata,
|
||||
}: CreateDocumentMetaOptions) => {
|
||||
const document = await prisma.document.findFirst({
|
||||
@ -100,7 +98,6 @@ export const upsertDocumentMeta = async ({
|
||||
distributionMethod,
|
||||
typedSignatureEnabled,
|
||||
language,
|
||||
modifyNextSigner,
|
||||
},
|
||||
update: {
|
||||
subject,
|
||||
@ -114,7 +111,6 @@ export const upsertDocumentMeta = async ({
|
||||
distributionMethod,
|
||||
typedSignatureEnabled,
|
||||
language,
|
||||
modifyNextSigner,
|
||||
},
|
||||
});
|
||||
|
||||
|
||||
@ -28,10 +28,6 @@ export type CompleteDocumentWithTokenOptions = {
|
||||
userId?: number;
|
||||
authOptions?: TRecipientActionAuth;
|
||||
requestMetadata?: RequestMetadata;
|
||||
nextSigner?: {
|
||||
email: string;
|
||||
name: string;
|
||||
};
|
||||
};
|
||||
|
||||
const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptions) => {
|
||||
@ -55,53 +51,10 @@ const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptio
|
||||
});
|
||||
};
|
||||
|
||||
export const delegateNextSigner = async ({
|
||||
documentId,
|
||||
currentRecipientId,
|
||||
nextSigner,
|
||||
}: {
|
||||
documentId: number;
|
||||
currentRecipientId: number;
|
||||
nextSigner: { email: string; name: string };
|
||||
}) => {
|
||||
const document = await prisma.document.findUnique({
|
||||
where: { id: documentId },
|
||||
include: {
|
||||
recipients: {
|
||||
orderBy: [{ signingOrder: 'asc' }, { id: 'asc' }],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
if (!document) {
|
||||
throw new Error('Document not found');
|
||||
}
|
||||
|
||||
const currentRecipient = document.recipients.find((r) => r.id === currentRecipientId);
|
||||
const nextRecipient = document.recipients.find(
|
||||
(r) => r.signingOrder === (currentRecipient?.signingOrder ?? 0) + 1,
|
||||
);
|
||||
|
||||
if (!nextRecipient) {
|
||||
throw new Error('Next recipient not found');
|
||||
}
|
||||
|
||||
await prisma.recipient.update({
|
||||
where: { id: nextRecipient.id },
|
||||
data: {
|
||||
email: nextSigner.email,
|
||||
name: nextSigner.name,
|
||||
},
|
||||
});
|
||||
|
||||
return nextRecipient;
|
||||
};
|
||||
|
||||
export const completeDocumentWithToken = async ({
|
||||
token,
|
||||
documentId,
|
||||
requestMetadata,
|
||||
nextSigner,
|
||||
}: CompleteDocumentWithTokenOptions) => {
|
||||
const document = await getDocument({ token, documentId });
|
||||
|
||||
@ -159,18 +112,6 @@ export const completeDocumentWithToken = async ({
|
||||
// throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
|
||||
// }
|
||||
|
||||
if (
|
||||
nextSigner &&
|
||||
document.documentMeta?.modifyNextSigner &&
|
||||
document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL
|
||||
) {
|
||||
await delegateNextSigner({
|
||||
documentId: document.id,
|
||||
currentRecipientId: recipient.id,
|
||||
nextSigner,
|
||||
});
|
||||
}
|
||||
|
||||
await prisma.$transaction(async (tx) => {
|
||||
await tx.recipient.update({
|
||||
where: {
|
||||
|
||||
177
packages/lib/server-only/document/self-sign-document.ts
Normal file
177
packages/lib/server-only/document/self-sign-document.ts
Normal file
@ -0,0 +1,177 @@
|
||||
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
|
||||
import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
|
||||
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
|
||||
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { DocumentStatus, RecipientRole, SendStatus, SigningStatus } from '@documenso/prisma/client';
|
||||
|
||||
import { jobs } from '../../jobs/client';
|
||||
import { getFile } from '../../universal/upload/get-file';
|
||||
import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
|
||||
|
||||
export type SelfSignDocumentOptions = {
|
||||
documentId: number;
|
||||
userId: number;
|
||||
teamId?: number;
|
||||
requestMetadata?: ApiRequestMetadata;
|
||||
};
|
||||
|
||||
export const selfSignDocument = async ({
|
||||
documentId,
|
||||
userId,
|
||||
teamId,
|
||||
requestMetadata,
|
||||
}: SelfSignDocumentOptions) => {
|
||||
const user = await prisma.user.findFirstOrThrow({
|
||||
where: {
|
||||
id: userId,
|
||||
},
|
||||
select: {
|
||||
id: true,
|
||||
name: true,
|
||||
email: true,
|
||||
},
|
||||
});
|
||||
|
||||
const document = await prisma.document.findUnique({
|
||||
where: {
|
||||
id: documentId,
|
||||
...(teamId
|
||||
? {
|
||||
team: {
|
||||
id: teamId,
|
||||
members: {
|
||||
some: {
|
||||
userId,
|
||||
},
|
||||
},
|
||||
},
|
||||
}
|
||||
: {
|
||||
userId,
|
||||
teamId: null,
|
||||
}),
|
||||
},
|
||||
include: {
|
||||
recipients: {
|
||||
orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
|
||||
},
|
||||
documentMeta: true,
|
||||
documentData: true,
|
||||
},
|
||||
});
|
||||
|
||||
if (!document) {
|
||||
throw new Error('Document not found');
|
||||
}
|
||||
|
||||
if (document.recipients.length === 0) {
|
||||
throw new Error('Document has no recipients');
|
||||
}
|
||||
|
||||
if (document.recipients.length !== 1 || document.recipients[0].email !== user.email) {
|
||||
throw new Error('Invalid document for self-signing');
|
||||
}
|
||||
|
||||
if (document.status === DocumentStatus.COMPLETED) {
|
||||
throw new Error('Can not sign completed document');
|
||||
}
|
||||
|
||||
const { documentData } = document;
|
||||
|
||||
if (!documentData || !documentData.data) {
|
||||
throw new Error('Document data not found');
|
||||
}
|
||||
|
||||
if (document.formValues) {
|
||||
const file = await getFile(documentData);
|
||||
|
||||
const prefilled = await insertFormValuesInPdf({
|
||||
pdf: Buffer.from(file),
|
||||
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
|
||||
formValues: document.formValues as Record<string, string | number | boolean>,
|
||||
});
|
||||
|
||||
const newDocumentData = await putPdfFile({
|
||||
name: document.title,
|
||||
type: 'application/pdf',
|
||||
arrayBuffer: async () => Promise.resolve(prefilled),
|
||||
});
|
||||
|
||||
const result = await prisma.document.update({
|
||||
where: {
|
||||
id: document.id,
|
||||
},
|
||||
data: {
|
||||
documentDataId: newDocumentData.id,
|
||||
},
|
||||
});
|
||||
|
||||
Object.assign(document, result);
|
||||
}
|
||||
|
||||
const recipientHasNoActionToTake =
|
||||
document.recipients[0].role === RecipientRole.CC ||
|
||||
document.recipients[0].signingStatus === SigningStatus.SIGNED;
|
||||
|
||||
if (recipientHasNoActionToTake) {
|
||||
await jobs.triggerJob({
|
||||
name: 'internal.seal-document',
|
||||
payload: {
|
||||
documentId,
|
||||
requestMetadata: requestMetadata?.requestMetadata,
|
||||
},
|
||||
});
|
||||
|
||||
return await prisma.document.findFirstOrThrow({
|
||||
where: {
|
||||
id: documentId,
|
||||
},
|
||||
include: {
|
||||
recipients: true,
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
const updatedDocument = await prisma.$transaction(async (tx) => {
|
||||
if (document.status === DocumentStatus.DRAFT) {
|
||||
await tx.documentAuditLog.create({
|
||||
data: createDocumentAuditLogData({
|
||||
type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN,
|
||||
documentId: document.id,
|
||||
requestMetadata: requestMetadata?.requestMetadata,
|
||||
user,
|
||||
data: {
|
||||
recipientId: document.recipients[0].id,
|
||||
recipientEmail: document.recipients[0].email,
|
||||
recipientName: document.recipients[0].name,
|
||||
recipientRole: document.recipients[0].role,
|
||||
},
|
||||
}),
|
||||
});
|
||||
}
|
||||
|
||||
await tx.recipient.update({
|
||||
where: {
|
||||
id: document.recipients[0].id,
|
||||
},
|
||||
data: {
|
||||
sendStatus: SendStatus.SENT,
|
||||
},
|
||||
});
|
||||
|
||||
return await tx.document.update({
|
||||
where: {
|
||||
id: documentId,
|
||||
},
|
||||
data: {
|
||||
status: DocumentStatus.PENDING,
|
||||
},
|
||||
include: {
|
||||
recipients: true,
|
||||
},
|
||||
});
|
||||
});
|
||||
|
||||
return updatedDocument;
|
||||
};
|
||||
@ -94,7 +94,7 @@ export const sendDocument = async ({
|
||||
|
||||
const { documentData } = document;
|
||||
|
||||
if (!documentData.data) {
|
||||
if (!documentData || !documentData.data) {
|
||||
throw new Error('Document data not found');
|
||||
}
|
||||
|
||||
|
||||
@ -1,46 +0,0 @@
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { DocumentSigningOrder, RecipientRole, SigningStatus } from '@documenso/prisma/client';
|
||||
|
||||
export type GetIsLastRecipientOptions = {
|
||||
token: string;
|
||||
};
|
||||
|
||||
export async function getIsLastRecipient({ token }: GetIsLastRecipientOptions) {
|
||||
const document = await prisma.document.findFirstOrThrow({
|
||||
where: {
|
||||
recipients: {
|
||||
some: {
|
||||
token,
|
||||
},
|
||||
},
|
||||
},
|
||||
include: {
|
||||
documentMeta: true,
|
||||
recipients: {
|
||||
where: {
|
||||
role: {
|
||||
not: RecipientRole.CC,
|
||||
},
|
||||
},
|
||||
orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
if (document.documentMeta?.signingOrder !== DocumentSigningOrder.SEQUENTIAL) {
|
||||
const unsignedRecipients = document.recipients.filter(
|
||||
(recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
|
||||
);
|
||||
|
||||
return unsignedRecipients.length <= 1;
|
||||
}
|
||||
|
||||
const { recipients } = document;
|
||||
const currentRecipientIndex = recipients.findIndex((r) => r.token === token);
|
||||
|
||||
if (currentRecipientIndex === -1) {
|
||||
return false;
|
||||
}
|
||||
|
||||
return currentRecipientIndex === recipients.length - 1;
|
||||
}
|
||||
@ -13,6 +13,7 @@ import { ZRecipientAccessAuthTypesSchema, ZRecipientActionAuthTypesSchema } from
|
||||
export const ZDocumentAuditLogTypeSchema = z.enum([
|
||||
// Document actions.
|
||||
'EMAIL_SENT',
|
||||
'SELF_SIGN',
|
||||
|
||||
// Document modification events.
|
||||
'FIELD_CREATED',
|
||||
@ -181,6 +182,14 @@ export const ZDocumentAuditLogEventEmailSentSchema = z.object({
|
||||
}),
|
||||
});
|
||||
|
||||
/**
|
||||
* Event: Self sign
|
||||
*/
|
||||
export const ZDocumentAuditLogSelfSignSchema = z.object({
|
||||
type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN),
|
||||
data: ZBaseRecipientDataSchema,
|
||||
});
|
||||
|
||||
/**
|
||||
* Event: Document completed.
|
||||
*/
|
||||
@ -566,6 +575,7 @@ export const ZDocumentAuditLogBaseSchema = z.object({
|
||||
export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
|
||||
z.union([
|
||||
ZDocumentAuditLogEventEmailSentSchema,
|
||||
ZDocumentAuditLogSelfSignSchema,
|
||||
ZDocumentAuditLogEventDocumentCompletedSchema,
|
||||
ZDocumentAuditLogEventDocumentCreatedSchema,
|
||||
ZDocumentAuditLogEventDocumentDeletedSchema,
|
||||
|
||||
@ -55,7 +55,6 @@ export const ZDocumentSchema = DocumentSchema.pick({
|
||||
typedSignatureEnabled: true,
|
||||
language: true,
|
||||
emailSettings: true,
|
||||
modifyNextSigner: true,
|
||||
}).nullable(),
|
||||
recipients: ZRecipientLiteSchema.array(),
|
||||
fields: ZFieldSchema.array(),
|
||||
|
||||
@ -369,16 +369,6 @@ export const formatDocumentAuditLogAction = (
|
||||
identified: result,
|
||||
};
|
||||
})
|
||||
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED }, ({ data }) => {
|
||||
const userName = prefix || _(msg`Recipient`);
|
||||
|
||||
const result = msg`${userName} rejected the document`;
|
||||
|
||||
return {
|
||||
anonymous: result,
|
||||
identified: result,
|
||||
};
|
||||
})
|
||||
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT }, ({ data }) => ({
|
||||
anonymous: data.isResending ? msg`Email resent` : msg`Email sent`,
|
||||
identified: data.isResending
|
||||
@ -389,6 +379,14 @@ export const formatDocumentAuditLogAction = (
|
||||
anonymous: msg`Document completed`,
|
||||
identified: msg`Document completed`,
|
||||
}))
|
||||
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN }, () => ({
|
||||
anonymous: msg`Self-signed document`,
|
||||
identified: msg`${prefix} self-signed the document`,
|
||||
}))
|
||||
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED }, ({ data }) => ({
|
||||
anonymous: msg`Document rejected`,
|
||||
identified: msg`${prefix} rejected the document: ${data.reason}`,
|
||||
}))
|
||||
.exhaustive();
|
||||
|
||||
return {
|
||||
|
||||
@ -1,2 +0,0 @@
|
||||
-- AlterTable
|
||||
ALTER TABLE "DocumentMeta" ADD COLUMN "modifyNextSigner" BOOLEAN NOT NULL DEFAULT false;
|
||||
@ -1,2 +0,0 @@
|
||||
-- AlterTable
|
||||
ALTER TABLE "TemplateMeta" ADD COLUMN "modifyNextSigner" BOOLEAN NOT NULL DEFAULT false;
|
||||
@ -390,7 +390,6 @@ model DocumentMeta {
|
||||
document Document @relation(fields: [documentId], references: [id], onDelete: Cascade)
|
||||
redirectUrl String?
|
||||
signingOrder DocumentSigningOrder @default(PARALLEL)
|
||||
modifyNextSigner Boolean @default(false)
|
||||
typedSignatureEnabled Boolean @default(true)
|
||||
language String @default("en")
|
||||
distributionMethod DocumentDistributionMethod @default(EMAIL)
|
||||
@ -660,7 +659,6 @@ model TemplateMeta {
|
||||
signingOrder DocumentSigningOrder? @default(PARALLEL)
|
||||
typedSignatureEnabled Boolean @default(true)
|
||||
distributionMethod DocumentDistributionMethod @default(EMAIL)
|
||||
modifyNextSigner Boolean @default(false)
|
||||
|
||||
templateId Int @unique
|
||||
template Template @relation(fields: [templateId], references: [id], onDelete: Cascade)
|
||||
|
||||
@ -5,18 +5,6 @@ import { hashSync } from '@documenso/lib/server-only/auth/hash';
|
||||
|
||||
import { prisma } from '..';
|
||||
import { DocumentDataType, DocumentSource, Role, TeamMemberRole } from '../client';
|
||||
import { seedPendingDocument } from './documents';
|
||||
import { seedDirectTemplate, seedTemplate } from './templates';
|
||||
|
||||
const createDocumentData = async ({ documentData }: { documentData: string }) => {
|
||||
return prisma.documentData.create({
|
||||
data: {
|
||||
type: DocumentDataType.BYTES_64,
|
||||
data: documentData,
|
||||
initialData: documentData,
|
||||
},
|
||||
});
|
||||
};
|
||||
|
||||
export const seedDatabase = async () => {
|
||||
const examplePdf = fs
|
||||
@ -51,80 +39,35 @@ export const seedDatabase = async () => {
|
||||
update: {},
|
||||
});
|
||||
|
||||
for (let i = 1; i <= 4; i++) {
|
||||
const documentData = await createDocumentData({ documentData: examplePdf });
|
||||
|
||||
await prisma.document.create({
|
||||
data: {
|
||||
source: DocumentSource.DOCUMENT,
|
||||
title: `Example Document ${i}`,
|
||||
documentDataId: documentData.id,
|
||||
userId: exampleUser.id,
|
||||
recipients: {
|
||||
create: {
|
||||
name: String(adminUser.name),
|
||||
email: adminUser.email,
|
||||
token: Math.random().toString(36).slice(2, 9),
|
||||
},
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
for (let i = 1; i <= 4; i++) {
|
||||
const documentData = await createDocumentData({ documentData: examplePdf });
|
||||
|
||||
await prisma.document.create({
|
||||
data: {
|
||||
source: DocumentSource.DOCUMENT,
|
||||
title: `Document ${i}`,
|
||||
documentDataId: documentData.id,
|
||||
userId: adminUser.id,
|
||||
recipients: {
|
||||
create: {
|
||||
name: String(exampleUser.name),
|
||||
email: exampleUser.email,
|
||||
token: Math.random().toString(36).slice(2, 9),
|
||||
},
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
await seedPendingDocument(exampleUser, [adminUser], {
|
||||
key: 'example-pending',
|
||||
createDocumentOptions: {
|
||||
title: 'Pending Document',
|
||||
const examplePdfData = await prisma.documentData.upsert({
|
||||
where: {
|
||||
id: 'clmn0kv5k0000pe04vcqg5zla',
|
||||
},
|
||||
create: {
|
||||
id: 'clmn0kv5k0000pe04vcqg5zla',
|
||||
type: DocumentDataType.BYTES_64,
|
||||
data: examplePdf,
|
||||
initialData: examplePdf,
|
||||
},
|
||||
update: {},
|
||||
});
|
||||
|
||||
await seedPendingDocument(adminUser, [exampleUser], {
|
||||
key: 'admin-pending',
|
||||
createDocumentOptions: {
|
||||
title: 'Pending Document',
|
||||
await prisma.document.create({
|
||||
data: {
|
||||
source: DocumentSource.DOCUMENT,
|
||||
title: 'Example Document',
|
||||
documentDataId: examplePdfData.id,
|
||||
userId: exampleUser.id,
|
||||
recipients: {
|
||||
create: {
|
||||
name: String(adminUser.name),
|
||||
email: adminUser.email,
|
||||
token: Math.random().toString(36).slice(2, 9),
|
||||
},
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
await Promise.all([
|
||||
seedTemplate({
|
||||
title: 'Template 1',
|
||||
userId: exampleUser.id,
|
||||
}),
|
||||
seedDirectTemplate({
|
||||
title: 'Direct Template 1',
|
||||
userId: exampleUser.id,
|
||||
}),
|
||||
|
||||
seedTemplate({
|
||||
title: 'Template 1',
|
||||
userId: adminUser.id,
|
||||
}),
|
||||
seedDirectTemplate({
|
||||
title: 'Direct Template 1',
|
||||
userId: adminUser.id,
|
||||
}),
|
||||
]);
|
||||
|
||||
const testUsers = [
|
||||
'test@documenso.com',
|
||||
'test2@documenso.com',
|
||||
|
||||
@ -20,6 +20,7 @@ import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/
|
||||
import { moveDocumentToTeam } from '@documenso/lib/server-only/document/move-document-to-team';
|
||||
import { resendDocument } from '@documenso/lib/server-only/document/resend-document';
|
||||
import { searchDocumentsWithKeyword } from '@documenso/lib/server-only/document/search-documents-with-keyword';
|
||||
import { selfSignDocument } from '@documenso/lib/server-only/document/self-sign-document';
|
||||
import { sendDocument } from '@documenso/lib/server-only/document/send-document';
|
||||
import { updateDocument } from '@documenso/lib/server-only/document/update-document';
|
||||
import { symmetricEncrypt } from '@documenso/lib/universal/crypto';
|
||||
@ -50,6 +51,7 @@ import {
|
||||
ZMoveDocumentToTeamSchema,
|
||||
ZResendDocumentMutationSchema,
|
||||
ZSearchDocumentsMutationSchema,
|
||||
ZSelfSignDocumentMutationSchema,
|
||||
ZSetPasswordForDocumentMutationSchema,
|
||||
ZSetSigningOrderForDocumentMutationSchema,
|
||||
ZSuccessResponseSchema,
|
||||
@ -266,14 +268,15 @@ export const documentRouter = router({
|
||||
|
||||
/**
|
||||
* @public
|
||||
*
|
||||
* Todo: Refactor to updateDocument.
|
||||
*/
|
||||
updateDocument: authenticatedProcedure
|
||||
setSettingsForDocument: authenticatedProcedure
|
||||
.meta({
|
||||
openapi: {
|
||||
method: 'POST',
|
||||
path: '/document/update',
|
||||
summary: 'Update document',
|
||||
description: 'Update an existing document',
|
||||
tags: ['Document'],
|
||||
},
|
||||
})
|
||||
@ -285,9 +288,9 @@ export const documentRouter = router({
|
||||
|
||||
const userId = ctx.user.id;
|
||||
|
||||
if (Object.keys(meta).length > 0) {
|
||||
if (Object.values(meta).length > 0) {
|
||||
await upsertDocumentMeta({
|
||||
userId,
|
||||
userId: ctx.user.id,
|
||||
teamId,
|
||||
documentId,
|
||||
subject: meta.subject,
|
||||
@ -300,7 +303,6 @@ export const documentRouter = router({
|
||||
distributionMethod: meta.distributionMethod,
|
||||
signingOrder: meta.signingOrder,
|
||||
emailSettings: meta.emailSettings,
|
||||
modifyNextSigner: meta.modifyNextSigner,
|
||||
requestMetadata: ctx.metadata,
|
||||
});
|
||||
}
|
||||
@ -467,6 +469,28 @@ export const documentRouter = router({
|
||||
});
|
||||
}),
|
||||
|
||||
selfSignDocument: authenticatedProcedure
|
||||
.input(ZSelfSignDocumentMutationSchema)
|
||||
.mutation(async ({ input, ctx }) => {
|
||||
try {
|
||||
const { documentId, teamId } = input;
|
||||
|
||||
return await selfSignDocument({
|
||||
userId: ctx.user.id,
|
||||
documentId,
|
||||
teamId,
|
||||
requestMetadata: ctx.metadata,
|
||||
});
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
|
||||
throw new TRPCError({
|
||||
code: 'BAD_REQUEST',
|
||||
message: 'We were unable to self sign this document. Please try again later.',
|
||||
});
|
||||
}
|
||||
}),
|
||||
|
||||
/**
|
||||
* @public
|
||||
*
|
||||
|
||||
@ -251,7 +251,6 @@ export const ZUpdateDocumentRequestSchema = z.object({
|
||||
language: ZDocumentMetaLanguageSchema.optional(),
|
||||
typedSignatureEnabled: ZDocumentMetaTypedSignatureEnabledSchema.optional(),
|
||||
emailSettings: ZDocumentEmailSettingsSchema.optional(),
|
||||
modifyNextSigner: z.boolean().optional(),
|
||||
})
|
||||
.optional(),
|
||||
});
|
||||
@ -294,6 +293,11 @@ export const ZDistributeDocumentRequestSchema = z.object({
|
||||
.optional(),
|
||||
});
|
||||
|
||||
export const ZSelfSignDocumentMutationSchema = z.object({
|
||||
documentId: z.number(),
|
||||
teamId: z.number().optional(),
|
||||
});
|
||||
|
||||
export const ZDistributeDocumentResponseSchema = ZDocumentLiteSchema;
|
||||
|
||||
export const ZSetPasswordForDocumentMutationSchema = z.object({
|
||||
|
||||
@ -437,14 +437,13 @@ export const recipientRouter = router({
|
||||
completeDocumentWithToken: procedure
|
||||
.input(ZCompleteDocumentWithTokenMutationSchema)
|
||||
.mutation(async ({ input, ctx }) => {
|
||||
const { token, documentId, authOptions, nextSigner } = input;
|
||||
const { token, documentId, authOptions } = input;
|
||||
|
||||
return await completeDocumentWithToken({
|
||||
token,
|
||||
documentId,
|
||||
authOptions,
|
||||
userId: ctx.user?.id,
|
||||
nextSigner,
|
||||
requestMetadata: extractNextApiRequestMetadata(ctx.req),
|
||||
});
|
||||
}),
|
||||
|
||||
@ -212,12 +212,6 @@ export const ZCompleteDocumentWithTokenMutationSchema = z.object({
|
||||
token: z.string(),
|
||||
documentId: z.number(),
|
||||
authOptions: ZRecipientActionAuthSchema.optional(),
|
||||
nextSigner: z
|
||||
.object({
|
||||
email: z.string().email(),
|
||||
name: z.string(),
|
||||
})
|
||||
.optional(),
|
||||
});
|
||||
|
||||
export type TCompleteDocumentWithTokenMutationSchema = z.infer<
|
||||
|
||||
@ -21,6 +21,7 @@ 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';
|
||||
@ -120,6 +121,7 @@ export const AddFieldsFormPartial = ({
|
||||
teamId,
|
||||
}: AddFieldsFormProps) => {
|
||||
const { toast } = useToast();
|
||||
const { data: session } = useSession();
|
||||
const { _ } = useLingui();
|
||||
|
||||
const [isMissingSignatureDialogVisible, setIsMissingSignatureDialogVisible] = useState(false);
|
||||
@ -558,6 +560,10 @@ export const AddFieldsFormPartial = ({
|
||||
);
|
||||
}, [recipientsByRole]);
|
||||
|
||||
const hasSameOwnerAsRecipient =
|
||||
recipientsByRole.SIGNER.length === 1 &&
|
||||
recipientsByRole.SIGNER[0].email === session?.user?.email;
|
||||
|
||||
const handleAdvancedSettings = () => {
|
||||
setShowAdvancedSettings((prev) => !prev);
|
||||
};
|
||||
@ -1132,6 +1138,7 @@ export const AddFieldsFormPartial = ({
|
||||
documentFlow.onBackStep?.();
|
||||
}}
|
||||
goBackLabel={canRenderBackButtonAsRemove ? msg`Remove` : undefined}
|
||||
goNextLabel={hasSameOwnerAsRecipient ? msg`Sign` : undefined}
|
||||
onGoNextClick={handleGoNextClick}
|
||||
/>
|
||||
</DocumentFlowFormContainerFooter>
|
||||
|
||||
@ -49,7 +49,6 @@ export type AddSignersFormProps = {
|
||||
recipients: Recipient[];
|
||||
fields: Field[];
|
||||
signingOrder?: DocumentSigningOrder | null;
|
||||
modifyNextSigner?: boolean | null;
|
||||
isDocumentEnterprise: boolean;
|
||||
onSubmit: (_data: TAddSignersFormSchema) => void;
|
||||
isDocumentPdfLoaded: boolean;
|
||||
@ -60,7 +59,6 @@ export const AddSignersFormPartial = ({
|
||||
recipients,
|
||||
fields,
|
||||
signingOrder,
|
||||
modifyNextSigner,
|
||||
isDocumentEnterprise,
|
||||
onSubmit,
|
||||
isDocumentPdfLoaded,
|
||||
@ -109,7 +107,6 @@ export const AddSignersFormPartial = ({
|
||||
)
|
||||
: defaultRecipients,
|
||||
signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
|
||||
modifyNextSigner: modifyNextSigner ?? false,
|
||||
},
|
||||
});
|
||||
|
||||
@ -407,35 +404,6 @@ export const AddSignersFormPartial = ({
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
{isSigningOrderSequential && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="modifyNextSigner"
|
||||
render={({ field }) => (
|
||||
<FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
|
||||
<FormControl>
|
||||
<Checkbox
|
||||
id="modifyNextSigner"
|
||||
checked={field.value}
|
||||
onCheckedChange={(checked) => {
|
||||
field.onChange(checked);
|
||||
}}
|
||||
disabled={isSubmitting || hasDocumentBeenSent}
|
||||
/>
|
||||
</FormControl>
|
||||
|
||||
<FormLabel
|
||||
htmlFor="modifyNextSigner"
|
||||
className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
|
||||
>
|
||||
<Trans>Modify next signer</Trans>
|
||||
</FormLabel>
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
)}
|
||||
|
||||
<DragDropContext
|
||||
onDragEnd={onDragEnd}
|
||||
sensors={[
|
||||
|
||||
@ -25,7 +25,6 @@ export const ZAddSignersFormSchema = z
|
||||
}),
|
||||
),
|
||||
signingOrder: z.nativeEnum(DocumentSigningOrder),
|
||||
modifyNextSigner: z.boolean(),
|
||||
})
|
||||
.refine(
|
||||
(schema) => {
|
||||
|
||||
@ -183,12 +183,12 @@ const FormMessage = React.forwardRef<
|
||||
FormMessage.displayName = 'FormMessage';
|
||||
|
||||
export {
|
||||
useFormField,
|
||||
Form,
|
||||
FormControl,
|
||||
FormDescription,
|
||||
FormField,
|
||||
FormItem,
|
||||
FormLabel,
|
||||
FormControl,
|
||||
FormDescription,
|
||||
FormMessage,
|
||||
useFormField,
|
||||
FormField,
|
||||
};
|
||||
|
||||
Reference in New Issue
Block a user