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1 Commits
| Author | SHA1 | Date | |
|---|---|---|---|
| c07eeba178 |
@@ -76,8 +76,6 @@ The Enterprise Edition is required when you:
|
||||
4. Restart your Documenso instance
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||||
5. Verify the license is active in the **Admin Panel** under the **Stats** section
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||||
|
||||
See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
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</Accordion>
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</Accordions>
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@@ -199,7 +197,7 @@ See [Support](/docs/policies/support) for complete support options.
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1. Sign the Enterprise license agreement
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2. Receive license key and access credentials
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3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
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4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
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4. Configure Enterprise features with support assistance
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</Step>
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<Step>
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@@ -240,7 +238,6 @@ See [Support](/docs/policies/support) for complete support options.
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## Related
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- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
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- [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
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||||
- [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
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- [Support](/docs/policies/support) - Support channels and response times
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@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
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## Enterprise Features
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These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
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||||
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
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| Variable | Description |
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| ------------------------------------ | ------------------------------------------------ |
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| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
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| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features |
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| `NEXT_PRIVATE_STRIPE_API_KEY` | Stripe API key for billing |
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| `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret |
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| `NEXT_PRIVATE_SES_ACCESS_KEY_ID` | AWS SES access key for email domain verification |
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@@ -1,107 +0,0 @@
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---
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title: Apply Your License Key
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description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
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---
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import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
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import { Callout } from 'fumadocs-ui/components/callout';
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import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
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A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
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<Callout type="info">
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The license key applies to your **whole instance**, not an individual user account. There's one
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key per deployment.
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</Callout>
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## Prerequisites
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- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
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Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
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See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
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- A running self-hosted Documenso instance that you're able to restart
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## Step 1: Set the environment variable
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Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
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<Tabs items={['Docker Compose', 'docker run', '.env']}>
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<Tab value="Docker Compose">
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Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
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```bash
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NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
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```
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Then apply it:
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```bash
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docker compose up -d
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```
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</Tab>
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<Tab value="docker run">
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```bash
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docker run -d \
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--name documenso \
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-e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
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documenso/documenso:latest
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```
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</Tab>
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<Tab value=".env">
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If you're running Documenso directly (not in a container), add the variable to your `.env` file:
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```bash
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NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
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```
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</Tab>
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</Tabs>
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## Step 2: Restart the instance
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||||
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The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
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```bash
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# Docker Compose
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docker compose restart documenso
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||||
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||||
# Docker
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||||
docker restart documenso
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||||
```
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||||
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On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
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## What the license enables
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||||
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||||
A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
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||||
|
||||
- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
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||||
- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
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||||
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## Troubleshooting
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<Accordions type="multiple">
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<Accordion title="Enterprise features are still unavailable after applying the key">
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- Confirm the key is present in the environment the running process actually reads — `docker
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exec` into the container and check `env | grep LICENSE` if unsure.
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- Confirm the instance was fully restarted after the variable was set, not just reloaded.
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||||
- Re-copy the key to rule out truncation or accidental whitespace.
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</Accordion>
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<Accordion title="A specific feature still isn't working">
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||||
Instance-wide features (like CSC signing) also need their own configuration — an active license
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||||
alone isn't enough. Check that feature's guide to confirm the required settings are in place.
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||||
Per-organisation features additionally need to be provisioned for the organisation that's using
|
||||
them.
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||||
</Accordion>
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||||
</Accordions>
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||||
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||||
## See Also
|
||||
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||||
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
|
||||
- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
|
||||
- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
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||||
@@ -2,7 +2,6 @@
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||||
"title": "Configuration",
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||||
"pages": [
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"environment",
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||||
"license",
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||||
"database",
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||||
"email",
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||||
"storage",
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||||
|
||||
@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
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||||
|
||||
### Enterprise Edition license
|
||||
|
||||
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
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||||
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
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||||
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||||
</Step>
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||||
<Step>
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||||
|
||||
@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
|
||||
|
||||
Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
|
||||
|
||||
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
|
||||
See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -155,7 +155,7 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
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||||
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
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||||
{trigger ?? (
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||||
<Button className="flex-shrink-0" variant="secondary">
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||||
<Trans>Create team</Trans>
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||||
<Trans>Create Team</Trans>
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||||
</Button>
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||||
)}
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||||
</DialogTrigger>
|
||||
@@ -163,7 +163,7 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
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||||
<DialogContent position="center">
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||||
<DialogHeader>
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||||
<DialogTitle>
|
||||
<Trans>Create team</Trans>
|
||||
<Trans>Create Team</Trans>
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||||
</DialogTitle>
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||||
|
||||
<DialogDescription>
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||||
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||||
@@ -79,7 +79,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
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||||
|
||||
toast({
|
||||
title: t`Success`,
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||||
description: t`Team members have been added.`,
|
||||
description: t`Team groups have been added.`,
|
||||
duration: 5000,
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||||
});
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||||
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||||
@@ -87,7 +87,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
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||||
} catch {
|
||||
toast({
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||||
title: t`An unknown error occurred`,
|
||||
description: t`We encountered an unknown error while attempting to add team members. Please try again later.`,
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||||
description: t`We encountered an unknown error while attempting to add the groups. Please try again later.`,
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||||
variant: 'destructive',
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||||
});
|
||||
}
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||||
@@ -134,7 +134,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
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||||
</DialogTitle>
|
||||
|
||||
<DialogDescription>
|
||||
<Trans>Configure the team roles for each group</Trans>
|
||||
<Trans>Configure the team roles for each group.</Trans>
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
))
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||||
@@ -260,7 +260,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
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||||
</Button>
|
||||
|
||||
<Button type="submit" loading={form.formState.isSubmitting}>
|
||||
<Trans>Create Groups</Trans>
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||||
<Trans>Add Groups</Trans>
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</>
|
||||
|
||||
@@ -106,7 +106,7 @@ export const WebhookCreateDialog = ({ trigger, ...props }: WebhookCreateDialogPr
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||||
<Trans>Create webhook</Trans>
|
||||
</DialogTitle>
|
||||
<DialogDescription>
|
||||
<Trans>On this page, you can create a new webhook.</Trans>
|
||||
<Trans>Receive real-time notifications when document events occur.</Trans>
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
|
||||
@@ -162,7 +162,7 @@ export const DocumentPreferencesForm = ({
|
||||
return (
|
||||
<Form {...form}>
|
||||
<form onSubmit={handleFormSubmit}>
|
||||
<fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
{!isPersonalLayoutMode && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
|
||||
@@ -75,7 +75,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
|
||||
return (
|
||||
<Form {...form}>
|
||||
<form onSubmit={handleFormSubmit}>
|
||||
<fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
<fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
|
||||
{organisation.organisationClaim.flags.emailDomains && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
|
||||
+44
-71
@@ -7,12 +7,7 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
|
||||
import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
|
||||
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
|
||||
import { nanoid } from '@documenso/lib/universal/id';
|
||||
import {
|
||||
isAssistantLastSigner,
|
||||
isCcRecipient,
|
||||
normalizeRecipientSigningOrders,
|
||||
canRecipientBeModified as utilCanRecipientBeModified,
|
||||
} from '@documenso/lib/utils/recipients';
|
||||
import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
|
||||
import {
|
||||
@@ -161,12 +156,16 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
}, [watchedSigners]);
|
||||
|
||||
const normalizeSigningOrders = (signers: typeof watchedSigners) => {
|
||||
return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
|
||||
return signers
|
||||
.sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
|
||||
.map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
|
||||
};
|
||||
|
||||
const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
|
||||
|
||||
const { fields: signers, remove: removeSigner } = useFieldArray({
|
||||
const {
|
||||
append: appendSigner,
|
||||
fields: signers,
|
||||
remove: removeSigner,
|
||||
} = useFieldArray({
|
||||
control,
|
||||
name: 'signers',
|
||||
keyName: 'nativeId',
|
||||
@@ -209,31 +208,14 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
return utilCanRecipientBeModified(recipient, fields);
|
||||
};
|
||||
|
||||
const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
|
||||
const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (shouldFocus) {
|
||||
const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
|
||||
|
||||
if (signerIndex !== -1) {
|
||||
requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
|
||||
}
|
||||
}
|
||||
};
|
||||
|
||||
const onAddSigner = () => {
|
||||
appendNormalizedSigner({
|
||||
appendSigner({
|
||||
formId: nanoid(12),
|
||||
name: '',
|
||||
email: '',
|
||||
role: RecipientRole.SIGNER,
|
||||
actionAuth: [],
|
||||
signingOrder: activeRecipientCount + 1,
|
||||
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
|
||||
});
|
||||
};
|
||||
|
||||
@@ -341,16 +323,18 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
|
||||
form.setFocus(`signers.${emptySignerIndex}.email`);
|
||||
} else {
|
||||
appendNormalizedSigner(
|
||||
appendSigner(
|
||||
{
|
||||
formId: nanoid(12),
|
||||
name: currentEditorName ?? '',
|
||||
email: currentEditorEmail ?? '',
|
||||
role: RecipientRole.SIGNER,
|
||||
actionAuth: [],
|
||||
signingOrder: activeRecipientCount + 1,
|
||||
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
|
||||
},
|
||||
{
|
||||
shouldFocus: true,
|
||||
},
|
||||
true,
|
||||
);
|
||||
|
||||
void form.trigger('signers');
|
||||
@@ -385,14 +369,18 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
|
||||
items.splice(insertIndex, 0, reorderedSigner);
|
||||
|
||||
const updatedSigners = normalizeSigningOrders(items);
|
||||
const updatedSigners = items.map((signer, index) => ({
|
||||
...signer,
|
||||
signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (isAssistantLastSigner(updatedSigners)) {
|
||||
const lastSigner = updatedSigners[updatedSigners.length - 1];
|
||||
if (lastSigner.role === RecipientRole.ASSISTANT) {
|
||||
toast({
|
||||
title: t`Warning: Assistant as last signer`,
|
||||
description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
|
||||
@@ -423,19 +411,18 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
return;
|
||||
}
|
||||
|
||||
const updatedSigners = normalizeSigningOrders(
|
||||
currentSigners.map((signer, idx) => ({
|
||||
...signer,
|
||||
role: idx === index ? role : signer.role,
|
||||
})),
|
||||
);
|
||||
const updatedSigners = currentSigners.map((signer, idx) => ({
|
||||
...signer,
|
||||
role: idx === index ? role : signer.role,
|
||||
signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
|
||||
if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
|
||||
toast({
|
||||
title: t`Warning: Assistant as last signer`,
|
||||
description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
|
||||
@@ -460,30 +447,22 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
const currentSigners = form.getValues('signers');
|
||||
const signer = currentSigners[index];
|
||||
|
||||
if (isCcRecipient(signer)) {
|
||||
return;
|
||||
}
|
||||
// Remove signer from current position and insert at new position
|
||||
const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
|
||||
const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
|
||||
remainingSigners.splice(newPosition, 0, signer);
|
||||
|
||||
const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
|
||||
const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
|
||||
const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
|
||||
|
||||
if (currentSigningOrderIndex === -1) {
|
||||
return;
|
||||
}
|
||||
|
||||
const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
|
||||
const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
|
||||
nonCcSigners.splice(newPosition, 0, reorderedSigner);
|
||||
|
||||
const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
|
||||
const updatedSigners = remainingSigners.map((s, idx) => ({
|
||||
...s,
|
||||
signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
|
||||
if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
|
||||
toast({
|
||||
title: t`Warning: Assistant as last signer`,
|
||||
description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
|
||||
@@ -497,12 +476,10 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
setShowSigningOrderConfirmation(false);
|
||||
|
||||
const currentSigners = form.getValues('signers');
|
||||
const updatedSigners = normalizeSigningOrders(
|
||||
currentSigners.map((signer) => ({
|
||||
...signer,
|
||||
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
|
||||
})),
|
||||
);
|
||||
const updatedSigners = currentSigners.map((signer) => ({
|
||||
...signer,
|
||||
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
@@ -819,7 +796,6 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
isDragDisabled={
|
||||
!isSigningOrderSequential ||
|
||||
isSubmitting ||
|
||||
isCcRecipient(signer) ||
|
||||
!canRecipientBeModified(signer.id) ||
|
||||
!signer.signingOrder
|
||||
}
|
||||
@@ -843,11 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
})}
|
||||
>
|
||||
<div className="flex flex-row items-center gap-x-2">
|
||||
{isSigningOrderSequential && isCcRecipient(signer) && (
|
||||
<div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
|
||||
)}
|
||||
|
||||
{isSigningOrderSequential && !isCcRecipient(signer) && (
|
||||
{isSigningOrderSequential && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.signingOrder`}
|
||||
@@ -863,7 +835,7 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
<FormControl>
|
||||
<Input
|
||||
type="number"
|
||||
max={activeRecipientCount}
|
||||
max={signers.length}
|
||||
data-testid="signing-order-input"
|
||||
className={cn(
|
||||
'w-10 text-center',
|
||||
@@ -1004,6 +976,7 @@ export const EnvelopeEditorRecipientForm = () => {
|
||||
onValueChange={(value) => {
|
||||
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
|
||||
handleRoleChange(index, value as RecipientRole);
|
||||
field.onChange(value);
|
||||
}}
|
||||
disabled={
|
||||
snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
|
||||
|
||||
@@ -1,137 +0,0 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { BracesIcon, CreditCardIcon, Globe2Icon, Lock, Settings2Icon, User, Users, WebhookIcon } from 'lucide-react';
|
||||
import type { HTMLAttributes } from 'react';
|
||||
import { Link, useLocation } from 'react-router';
|
||||
|
||||
export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
|
||||
|
||||
export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
|
||||
const { pathname } = useLocation();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const hasManageableBillingOrgs = organisations.some((org) =>
|
||||
canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
|
||||
);
|
||||
|
||||
return (
|
||||
<div className={cn('flex flex-col gap-y-2', className)} {...props}>
|
||||
<Link to="/settings/profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
|
||||
>
|
||||
<User className="mr-2 h-5 w-5" />
|
||||
<Trans>Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{isPersonalLayoutMode && (
|
||||
<>
|
||||
<Link to="/settings/document">
|
||||
<Button variant="ghost" className={cn('w-full justify-start')}>
|
||||
<Settings2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link className="w-full pl-8" to="/settings/document">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
|
||||
>
|
||||
<Trans>Document</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link className="w-full pl-8" to="/settings/branding">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
|
||||
>
|
||||
<Trans>Branding</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link className="w-full pl-8" to="/settings/email">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
|
||||
>
|
||||
<Trans>Email</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/public-profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
|
||||
>
|
||||
<Globe2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Public Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/tokens">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
|
||||
>
|
||||
<BracesIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>API Tokens</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/webhooks">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
|
||||
>
|
||||
<WebhookIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Webhooks</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</>
|
||||
)}
|
||||
|
||||
<Link to="/settings/organisations">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
|
||||
>
|
||||
<Users className="mr-2 h-5 w-5" />
|
||||
<Trans>Organisations</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
|
||||
<Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
|
||||
>
|
||||
<CreditCardIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Billing</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
)}
|
||||
|
||||
<Link to="/settings/security">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
|
||||
>
|
||||
<Lock className="mr-2 h-5 w-5" />
|
||||
<Trans>Security</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -1,144 +0,0 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import {
|
||||
BracesIcon,
|
||||
CreditCardIcon,
|
||||
Globe2Icon,
|
||||
Lock,
|
||||
MailIcon,
|
||||
PaletteIcon,
|
||||
Settings2Icon,
|
||||
User,
|
||||
Users,
|
||||
WebhookIcon,
|
||||
} from 'lucide-react';
|
||||
import type { HTMLAttributes } from 'react';
|
||||
import { Link, useLocation } from 'react-router';
|
||||
|
||||
export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
|
||||
|
||||
export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
|
||||
const { pathname } = useLocation();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const hasManageableBillingOrgs = organisations.some((org) =>
|
||||
canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
|
||||
);
|
||||
|
||||
return (
|
||||
<div className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)} {...props}>
|
||||
<Link to="/settings/profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
|
||||
>
|
||||
<User className="mr-2 h-5 w-5" />
|
||||
<Trans>Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{isPersonalLayoutMode && (
|
||||
<>
|
||||
<Link to="/settings/document">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
|
||||
>
|
||||
<Settings2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Document Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/branding">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
|
||||
>
|
||||
<PaletteIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Branding Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/email">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
|
||||
>
|
||||
<MailIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Email Preferences</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/public-profile">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
|
||||
>
|
||||
<Globe2Icon className="mr-2 h-5 w-5" />
|
||||
<Trans>Public Profile</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/tokens">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
|
||||
>
|
||||
<BracesIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>API Tokens</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
<Link to="/settings/webhooks">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
|
||||
>
|
||||
<WebhookIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Webhooks</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</>
|
||||
)}
|
||||
|
||||
<Link to="/settings/organisations">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
|
||||
>
|
||||
<Users className="mr-2 h-5 w-5" />
|
||||
<Trans>Organisations</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
|
||||
{IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
|
||||
<Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
|
||||
>
|
||||
<CreditCardIcon className="mr-2 h-5 w-5" />
|
||||
<Trans>Billing</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
)}
|
||||
|
||||
<Link to="/settings/security">
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
|
||||
>
|
||||
<Lock className="mr-2 h-5 w-5" />
|
||||
<Trans>Security</Trans>
|
||||
</Button>
|
||||
</Link>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
@@ -0,0 +1,62 @@
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import type { LucideIcon } from 'lucide-react';
|
||||
import { NavLink } from 'react-router';
|
||||
|
||||
export type SettingsNavRoute = {
|
||||
path: string;
|
||||
label: string;
|
||||
icon?: LucideIcon;
|
||||
/**
|
||||
* Renders the route as a non-interactive group label, only visible on desktop.
|
||||
*/
|
||||
isSectionLabel?: boolean;
|
||||
/**
|
||||
* Indents the route under the preceding section label on desktop.
|
||||
*/
|
||||
isSubNav?: boolean;
|
||||
/**
|
||||
* Only mark the route as active on an exact path match.
|
||||
*/
|
||||
end?: boolean;
|
||||
};
|
||||
|
||||
export type SettingsNavProps = {
|
||||
routes: SettingsNavRoute[];
|
||||
className?: string;
|
||||
};
|
||||
|
||||
export const SettingsNav = ({ routes, className }: SettingsNavProps) => {
|
||||
return (
|
||||
<nav
|
||||
className={cn(
|
||||
'flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:w-full md:flex-col md:items-start md:gap-y-2',
|
||||
className,
|
||||
)}
|
||||
>
|
||||
{routes.map((route) =>
|
||||
route.isSectionLabel ? (
|
||||
<div
|
||||
key={`${route.path}-${route.label}`}
|
||||
className="flex h-10 w-full items-center px-4 font-medium text-sm max-md:hidden"
|
||||
>
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
{route.label}
|
||||
</div>
|
||||
) : (
|
||||
<NavLink
|
||||
key={`${route.path}-${route.label}`}
|
||||
to={route.path}
|
||||
end={route.end}
|
||||
className={cn('group justify-start md:w-full', route.isSubNav && 'md:pl-8')}
|
||||
>
|
||||
<Button variant="ghost" className="w-full justify-start group-aria-[current]:bg-secondary">
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
{route.label}
|
||||
</Button>
|
||||
</NavLink>
|
||||
),
|
||||
)}
|
||||
</nav>
|
||||
);
|
||||
};
|
||||
@@ -102,7 +102,9 @@ export const OrganisationEmailDomainsDataTable = () => {
|
||||
cell: ({ row }) => (
|
||||
<div className="flex justify-end space-x-2">
|
||||
<Button asChild variant="outline">
|
||||
<Link to={`/o/${organisation.url}/settings/email-domains/${row.original.id}`}>Manage</Link>
|
||||
<Link to={`/o/${organisation.url}/settings/email-domains/${row.original.id}`}>
|
||||
<Trans>Manage</Trans>
|
||||
</Link>
|
||||
</Button>
|
||||
|
||||
<OrganisationEmailDomainDeleteDialog
|
||||
|
||||
@@ -1,7 +1,6 @@
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
@@ -13,11 +12,12 @@ import {
|
||||
Settings2Icon,
|
||||
ShieldCheckIcon,
|
||||
Users2Icon,
|
||||
UsersIcon,
|
||||
} from 'lucide-react';
|
||||
import { FaUsers } from 'react-icons/fa6';
|
||||
import { Link, NavLink, Outlet } from 'react-router';
|
||||
import { Link, Outlet } from 'react-router';
|
||||
|
||||
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
|
||||
import { SettingsNav, type SettingsNavRoute } from '~/components/general/settings-nav';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
export function meta() {
|
||||
@@ -30,7 +30,7 @@ export default function SettingsLayout() {
|
||||
const isBillingEnabled = IS_BILLING_ENABLED();
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
const organisationSettingRoutes = [
|
||||
const organisationSettingRoutes: SettingsNavRoute[] = [
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/general`,
|
||||
label: t`General`,
|
||||
@@ -40,7 +40,7 @@ export default function SettingsLayout() {
|
||||
path: `/o/${organisation.url}/settings/document`,
|
||||
label: t`Preferences`,
|
||||
icon: Settings2Icon,
|
||||
hideHighlight: true,
|
||||
isSectionLabel: true,
|
||||
},
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/document`,
|
||||
@@ -65,7 +65,7 @@ export default function SettingsLayout() {
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/teams`,
|
||||
label: t`Teams`,
|
||||
icon: FaUsers,
|
||||
icon: UsersIcon,
|
||||
},
|
||||
{
|
||||
path: `/o/${organisation.url}/settings/members`,
|
||||
@@ -139,32 +139,9 @@ export default function SettingsLayout() {
|
||||
</h1>
|
||||
|
||||
<div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
|
||||
{/* Navigation */}
|
||||
<div
|
||||
className={cn(
|
||||
'col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2',
|
||||
)}
|
||||
>
|
||||
{organisationSettingRoutes.map((route) => (
|
||||
<NavLink
|
||||
to={route.path}
|
||||
className={cn('group w-full justify-start', route.isSubNav && 'pl-8')}
|
||||
key={route.path}
|
||||
>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', {
|
||||
'group-aria-[current]:bg-secondary': !route.hideHighlight,
|
||||
})}
|
||||
>
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
<Trans>{route.label}</Trans>
|
||||
</Button>
|
||||
</NavLink>
|
||||
))}
|
||||
</div>
|
||||
<SettingsNav routes={organisationSettingRoutes} className="col-span-12 mb-8 md:col-span-3 md:mb-0" />
|
||||
|
||||
<div className="col-span-12 md:col-span-9">
|
||||
<div className="col-span-12 max-w-3xl md:col-span-9">
|
||||
<Outlet />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -89,9 +89,9 @@ export default function TeamsSettingBillingPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="flex flex-row items-end justify-between">
|
||||
<div className="flex flex-row items-center justify-between">
|
||||
<div>
|
||||
<h3 className="font-semibold text-2xl">
|
||||
<h3 className="font-medium text-lg">
|
||||
<Trans>Billing</Trans>
|
||||
</h3>
|
||||
|
||||
|
||||
@@ -123,13 +123,13 @@ export default function OrganisationSettingsBrandingPage() {
|
||||
const settingsHeaderText = t`Branding Preferences`;
|
||||
|
||||
const settingsHeaderSubtitle = isPersonalLayoutMode
|
||||
? t`Here you can set your general branding preferences.`
|
||||
? t`Set the default branding for documents you send.`
|
||||
: team
|
||||
? t`Here you can set branding preferences for your team.`
|
||||
: t`Here you can set branding preferences for your organisation. Teams will inherit these settings by default.`;
|
||||
? t`Set the default branding for documents sent by your team.`
|
||||
: t`Set the default branding for your organisation. Teams inherit these settings by default.`;
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader title={settingsHeaderText} subtitle={settingsHeaderSubtitle} />
|
||||
|
||||
{organisationWithSettings.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED() ? (
|
||||
|
||||
@@ -120,11 +120,11 @@ export default function OrganisationSettingsDocumentPage() {
|
||||
|
||||
const settingsHeaderText = t`Document Preferences`;
|
||||
const settingsHeaderSubtitle = isPersonalLayoutMode
|
||||
? t`Here you can set your general document preferences.`
|
||||
: t`Here you can set document preferences for your organisation. Teams will inherit these settings by default.`;
|
||||
? t`Set your default document settings.`
|
||||
: t`Set the default document settings for your organisation. Teams inherit these settings by default.`;
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader title={settingsHeaderText} subtitle={settingsHeaderSubtitle} />
|
||||
|
||||
<section>
|
||||
|
||||
@@ -132,7 +132,7 @@ export default function OrganisationEmailDomainSettingsPage({ params }: Route.Co
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Email Domain Settings`} subtitle={t`Manage your email domain settings.`}>
|
||||
<SettingsHeader title={t`Email Domain Settings`} subtitle={t`Manage the email addresses for this domain.`}>
|
||||
<OrganisationEmailCreateDialog emailDomain={emailDomain} />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -33,7 +33,7 @@ export default function OrganisationSettingsEmailDomains() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Email Domains`} subtitle={t`Here you can add email domains to your organisation.`}>
|
||||
<SettingsHeader title={t`Email Domains`} subtitle={t`Add and verify email domains for your organisation.`}>
|
||||
{isEmailDomainsEnabled && <OrganisationEmailDomainCreateDialog />}
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { SpinnerBox } from '@documenso/ui/primitives/spinner';
|
||||
import { useToast } from '@documenso/ui/primitives/use-toast';
|
||||
@@ -13,12 +15,16 @@ export function meta() {
|
||||
return appMetaTags(msg`Email Preferences`);
|
||||
}
|
||||
|
||||
export default function OrganisationSettingsGeneral() {
|
||||
export default function OrganisationSettingsEmailPage() {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const { data: organisationWithSettings, isLoading: isLoadingOrganisation } = trpc.organisation.get.useQuery({
|
||||
organisationReference: organisation.url,
|
||||
});
|
||||
@@ -59,8 +65,15 @@ export default function OrganisationSettingsGeneral() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title={t`Email Preferences`} subtitle={t`You can manage your email preferences here.`} />
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Email Preferences`}
|
||||
subtitle={
|
||||
isPersonalLayoutMode
|
||||
? t`Manage your default email settings.`
|
||||
: t`Manage the default email settings for your organisation. Teams inherit these settings by default.`
|
||||
}
|
||||
/>
|
||||
|
||||
<section>
|
||||
<EmailPreferencesForm
|
||||
|
||||
@@ -21,8 +21,8 @@ export default function OrganisationSettingsGeneral() {
|
||||
const organisation = useCurrentOrganisation();
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title={_(msg`General`)} subtitle={_(msg`Here you can edit your organisation details.`)} />
|
||||
<div>
|
||||
<SettingsHeader title={_(msg`General`)} subtitle={_(msg`Update your organisation's details.`)} />
|
||||
|
||||
<div className="space-y-8">
|
||||
<AvatarImageForm organisation={organisation} />
|
||||
|
||||
@@ -94,7 +94,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Organisation Group Settings`} subtitle={t`Manage your organisation group settings.`}>
|
||||
<SettingsHeader title={t`Group Settings`} subtitle={t`Update the group's name, role and members.`}>
|
||||
<OrganisationGroupDeleteDialog
|
||||
organisationGroupId={groupId}
|
||||
organisationGroupName={group.name || ''}
|
||||
|
||||
@@ -10,7 +10,7 @@ export default function TeamsSettingsMembersPage() {
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Custom Organisation Groups`}
|
||||
title={t`Organisation Groups`}
|
||||
subtitle={t`Manage the custom groups of members for your organisation.`}
|
||||
>
|
||||
<OrganisationGroupCreateDialog />
|
||||
|
||||
@@ -46,7 +46,10 @@ export default function TeamsSettingsMembersPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={_(msg`Organisation Members`)} subtitle={_(msg`Manage the members or invite new members.`)}>
|
||||
<SettingsHeader
|
||||
title={_(msg`Organisation Members`)}
|
||||
subtitle={_(msg`Manage the members and invitations for your organisation.`)}
|
||||
>
|
||||
<OrganisationMemberInviteDialog />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -73,7 +73,7 @@ export default function OrganisationSettingSSOLoginPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Organisation SSO Portal`}
|
||||
subtitle={t`Manage a custom SSO login portal for your organisation.`}
|
||||
|
||||
@@ -1,9 +1,21 @@
|
||||
import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
|
||||
import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import {
|
||||
BracesIcon,
|
||||
CreditCardIcon,
|
||||
Globe2Icon,
|
||||
LockIcon,
|
||||
Settings2Icon,
|
||||
UserIcon,
|
||||
UsersIcon,
|
||||
WebhookIcon,
|
||||
} from 'lucide-react';
|
||||
import { Outlet } from 'react-router';
|
||||
|
||||
import { SettingsDesktopNav } from '~/components/general/settings-nav-desktop';
|
||||
import { SettingsMobileNav } from '~/components/general/settings-nav-mobile';
|
||||
import { SettingsNav, type SettingsNavRoute } from '~/components/general/settings-nav';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
export function meta() {
|
||||
@@ -11,6 +23,83 @@ export function meta() {
|
||||
}
|
||||
|
||||
export default function SettingsLayout() {
|
||||
const { t } = useLingui();
|
||||
|
||||
const { organisations } = useSession();
|
||||
|
||||
const isPersonalLayoutMode = isPersonalLayout(organisations);
|
||||
|
||||
const hasManageableBillingOrgs = organisations.some((org) =>
|
||||
canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
|
||||
);
|
||||
|
||||
const settingRoutes: SettingsNavRoute[] = [
|
||||
{
|
||||
path: '/settings/profile',
|
||||
label: t`Profile`,
|
||||
icon: UserIcon,
|
||||
},
|
||||
...(isPersonalLayoutMode
|
||||
? [
|
||||
{
|
||||
path: '/settings/document',
|
||||
label: t`Preferences`,
|
||||
icon: Settings2Icon,
|
||||
isSectionLabel: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/document',
|
||||
label: t`Document`,
|
||||
isSubNav: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/branding',
|
||||
label: t`Branding`,
|
||||
isSubNav: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/email',
|
||||
label: t`Email`,
|
||||
isSubNav: true,
|
||||
},
|
||||
{
|
||||
path: '/settings/public-profile',
|
||||
label: t`Public Profile`,
|
||||
icon: Globe2Icon,
|
||||
},
|
||||
{
|
||||
path: '/settings/tokens',
|
||||
label: t`API Tokens`,
|
||||
icon: BracesIcon,
|
||||
},
|
||||
{
|
||||
path: '/settings/webhooks',
|
||||
label: t`Webhooks`,
|
||||
icon: WebhookIcon,
|
||||
},
|
||||
]
|
||||
: []),
|
||||
{
|
||||
path: '/settings/organisations',
|
||||
label: t`Organisations`,
|
||||
icon: UsersIcon,
|
||||
},
|
||||
...(IS_BILLING_ENABLED() && hasManageableBillingOrgs
|
||||
? [
|
||||
{
|
||||
path: isPersonalLayoutMode ? '/settings/billing-personal' : '/settings/billing',
|
||||
label: t`Billing`,
|
||||
icon: CreditCardIcon,
|
||||
},
|
||||
]
|
||||
: []),
|
||||
{
|
||||
path: '/settings/security',
|
||||
label: t`Security`,
|
||||
icon: LockIcon,
|
||||
},
|
||||
];
|
||||
|
||||
return (
|
||||
<div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
|
||||
<h1 className="font-semibold text-4xl">
|
||||
@@ -18,10 +107,9 @@ export default function SettingsLayout() {
|
||||
</h1>
|
||||
|
||||
<div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
|
||||
<SettingsDesktopNav className="hidden md:col-span-3 md:flex" />
|
||||
<SettingsMobileNav className="col-span-12 mb-8 md:hidden" />
|
||||
<SettingsNav routes={settingRoutes} className="col-span-12 mb-8 md:col-span-3 md:mb-0" />
|
||||
|
||||
<div className="col-span-12 md:col-span-9">
|
||||
<div className="col-span-12 max-w-3xl md:col-span-9">
|
||||
<Outlet />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -11,10 +11,7 @@ export default function TeamsSettingsPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Organisations`)}
|
||||
subtitle={_(msg`Manage all organisations you are currently associated with.`)}
|
||||
>
|
||||
<SettingsHeader title={_(msg`Organisations`)} subtitle={_(msg`Manage the organisations you belong to.`)}>
|
||||
<OrganisationCreateDialog />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -27,14 +27,14 @@ export default function SettingsProfile() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={_(msg`Profile`)} subtitle={_(msg`Here you can edit your personal details.`)} />
|
||||
<SettingsHeader title={_(msg`Profile`)} subtitle={_(msg`Update your personal details.`)} />
|
||||
|
||||
<AvatarImageForm className="mb-8 max-w-xl" />
|
||||
<ProfileForm className="mb-8 max-w-xl" />
|
||||
<AvatarImageForm className="mb-8" />
|
||||
<ProfileForm className="mb-8" />
|
||||
|
||||
<hr className="my-4 max-w-xl" />
|
||||
<hr className="my-4" />
|
||||
|
||||
<div className="max-w-xl space-y-8">
|
||||
<div className="space-y-8">
|
||||
<AnimatePresence>
|
||||
{(!isPersonalLayoutMode || user.email !== teamEmail?.email) && teamEmail && (
|
||||
<AnimateGenericFadeInOut>
|
||||
|
||||
@@ -62,10 +62,7 @@ export default function SettingsSecurity({ loaderData }: Route.ComponentProps) {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Security`)}
|
||||
subtitle={_(msg`Here you can manage your password and security settings.`)}
|
||||
/>
|
||||
<SettingsHeader title={_(msg`Security`)} subtitle={_(msg`Manage your password and security settings.`)} />
|
||||
{hasEmailPasswordAccount && (
|
||||
<>
|
||||
<PasswordForm user={user} />
|
||||
|
||||
@@ -15,7 +15,7 @@ export default function SettingsSecurityActivity() {
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Security activity`)}
|
||||
title={_(msg`Security Activity`)}
|
||||
subtitle={_(msg`View all security activity related to your account.`)}
|
||||
hideDivider={true}
|
||||
/>
|
||||
|
||||
@@ -94,7 +94,7 @@ export default function SettingsSecuritySessions() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader title={t`Active sessions`} subtitle={t`View and manage all active sessions for your account.`}>
|
||||
<SettingsHeader title={t`Active Sessions`} subtitle={t`View and manage all active sessions for your account.`}>
|
||||
<SessionLogoutAllDialog onSuccess={refetch} disabled={results.length === 1 || isLoading} />
|
||||
</SettingsHeader>
|
||||
|
||||
|
||||
@@ -5,7 +5,7 @@ import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
|
||||
import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
|
||||
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
|
||||
import { AvatarWithText } from '@documenso/ui/primitives/avatar';
|
||||
import { Trans } from '@lingui/react/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { CheckCircle2, Clock } from 'lucide-react';
|
||||
import { match, P } from 'ts-pattern';
|
||||
|
||||
@@ -33,13 +33,15 @@ export async function loader({ request, params }: Route.LoaderArgs) {
|
||||
}
|
||||
|
||||
export default function TeamsSettingsPage({ loaderData }: Route.ComponentProps) {
|
||||
const { t } = useLingui();
|
||||
|
||||
const { team } = loaderData;
|
||||
|
||||
const currentTeam = useCurrentTeam();
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title="General settings" subtitle="Here you can edit your team's details." />
|
||||
<div>
|
||||
<SettingsHeader title={t`General`} subtitle={t`Update your team's details.`} />
|
||||
|
||||
<AvatarImageForm team={currentTeam} className="mb-8" />
|
||||
|
||||
|
||||
@@ -1,14 +1,14 @@
|
||||
import { getSession } from '@documenso/auth/server/lib/utils/get-session';
|
||||
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
|
||||
import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
|
||||
import { cn } from '@documenso/ui/lib/utils';
|
||||
import { Button } from '@documenso/ui/primitives/button';
|
||||
import { msg } from '@lingui/core/macro';
|
||||
import { Trans, useLingui } from '@lingui/react/macro';
|
||||
import { BracesIcon, Globe2Icon, GroupIcon, Settings2Icon, SettingsIcon, Users2Icon, WebhookIcon } from 'lucide-react';
|
||||
import { Link, NavLink, Outlet, redirect } from 'react-router';
|
||||
import { Link, Outlet, redirect } from 'react-router';
|
||||
|
||||
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
|
||||
import { SettingsNav, type SettingsNavRoute } from '~/components/general/settings-nav';
|
||||
import { useCurrentTeam } from '~/providers/team';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
@@ -40,17 +40,18 @@ export default function TeamsSettingsLayout() {
|
||||
|
||||
const team = useCurrentTeam();
|
||||
|
||||
const teamSettingRoutes = [
|
||||
const teamSettingRoutes: SettingsNavRoute[] = [
|
||||
{
|
||||
path: `/t/${team.url}/settings`,
|
||||
label: t`General`,
|
||||
icon: SettingsIcon,
|
||||
end: true,
|
||||
},
|
||||
{
|
||||
path: `/t/${team.url}/settings/document`,
|
||||
label: t`Preferences`,
|
||||
icon: Settings2Icon,
|
||||
isSubNavParent: true,
|
||||
isSectionLabel: true,
|
||||
},
|
||||
{
|
||||
path: `/t/${team.url}/settings/document`,
|
||||
@@ -124,31 +125,9 @@ export default function TeamsSettingsLayout() {
|
||||
</h1>
|
||||
|
||||
<div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
|
||||
<div
|
||||
className={cn(
|
||||
'col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2',
|
||||
)}
|
||||
>
|
||||
{teamSettingRoutes.map((route) => (
|
||||
<NavLink
|
||||
to={route.path}
|
||||
className={cn('group w-full justify-start', route.isSubNav && 'pl-8')}
|
||||
key={route.path}
|
||||
>
|
||||
<Button
|
||||
variant="ghost"
|
||||
className={cn('w-full justify-start', {
|
||||
'group-aria-[current]:bg-secondary': !route.isSubNavParent,
|
||||
})}
|
||||
>
|
||||
{route.icon && <route.icon className="mr-2 h-5 w-5" />}
|
||||
<Trans>{route.label}</Trans>
|
||||
</Button>
|
||||
</NavLink>
|
||||
))}
|
||||
</div>
|
||||
<SettingsNav routes={teamSettingRoutes} className="col-span-12 mb-8 md:col-span-3 md:mb-0" />
|
||||
|
||||
<div className="col-span-12 md:col-span-9">
|
||||
<div className="col-span-12 max-w-3xl md:col-span-9">
|
||||
<Outlet />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -115,10 +115,10 @@ export default function TeamsSettingsPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Branding Preferences`}
|
||||
subtitle={t`Here you can set preferences and defaults for branding.`}
|
||||
subtitle={t`Set the default branding for documents sent by your team.`}
|
||||
/>
|
||||
|
||||
{canConfigureBranding ? (
|
||||
|
||||
@@ -110,11 +110,8 @@ export default function TeamsSettingsPage() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader
|
||||
title={t`Document Preferences`}
|
||||
subtitle={t`Here you can set preferences and defaults for your team.`}
|
||||
/>
|
||||
<div>
|
||||
<SettingsHeader title={t`Document Preferences`} subtitle={t`Set the default document settings for your team.`} />
|
||||
|
||||
<section>
|
||||
<DocumentPreferencesForm
|
||||
|
||||
@@ -10,10 +10,10 @@ import { useCurrentTeam } from '~/providers/team';
|
||||
import { appMetaTags } from '~/utils/meta';
|
||||
|
||||
export function meta() {
|
||||
return appMetaTags(msg`Settings`);
|
||||
return appMetaTags(msg`Email Preferences`);
|
||||
}
|
||||
|
||||
export default function TeamEmailSettingsGeneral() {
|
||||
export default function TeamEmailSettingsPage() {
|
||||
const { t } = useLingui();
|
||||
const { toast } = useToast();
|
||||
|
||||
@@ -59,8 +59,8 @@ export default function TeamEmailSettingsGeneral() {
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader title={t`Email Preferences`} subtitle={t`You can manage your email preferences here.`} />
|
||||
<div>
|
||||
<SettingsHeader title={t`Email Preferences`} subtitle={t`Manage the default email settings for your team.`} />
|
||||
|
||||
<section>
|
||||
<EmailPreferencesForm
|
||||
|
||||
@@ -128,11 +128,8 @@ export default function PublicProfilePage({ loaderData }: Route.ComponentProps)
|
||||
}, [profile.enabled]);
|
||||
|
||||
return (
|
||||
<div className="max-w-2xl">
|
||||
<SettingsHeader
|
||||
title={t`Public Profile`}
|
||||
subtitle={t`You can choose to enable or disable the profile for public view.`}
|
||||
>
|
||||
<div>
|
||||
<SettingsHeader title={t`Public Profile`} subtitle={t`Manage your public profile and the templates shown on it.`}>
|
||||
<Tooltip open={isTooltipOpen} onOpenChange={setIsTooltipOpen}>
|
||||
<TooltipTrigger asChild>
|
||||
<div
|
||||
@@ -190,7 +187,7 @@ export default function PublicProfilePage({ loaderData }: Route.ComponentProps)
|
||||
<div className="mt-4">
|
||||
<SettingsHeader
|
||||
title={t`Templates`}
|
||||
subtitle={t`Show templates in your public profile for your audience to sign and get started quickly`}
|
||||
subtitle={t`Show templates in your public profile for your audience to sign and get started quickly.`}
|
||||
hideDivider={true}
|
||||
className="mt-8 [&>*>h3]:text-base"
|
||||
>
|
||||
|
||||
@@ -30,7 +30,7 @@ export default function ApiTokensPage() {
|
||||
title={<Trans>API Tokens</Trans>}
|
||||
subtitle={
|
||||
<Trans>
|
||||
On this page, you can create and manage API tokens. See our{' '}
|
||||
Create and manage API tokens. See our{' '}
|
||||
<a
|
||||
className="text-primary underline"
|
||||
href={'https://docs.documenso.com/developers/public-api'}
|
||||
@@ -57,7 +57,7 @@ export default function ApiTokensPage() {
|
||||
</Alert>
|
||||
) : (
|
||||
<>
|
||||
<ApiTokenForm className="max-w-xl" tokens={tokens} />
|
||||
<ApiTokenForm tokens={tokens} />
|
||||
|
||||
<hr className="mt-8 mb-4" />
|
||||
|
||||
@@ -74,7 +74,7 @@ export default function ApiTokensPage() {
|
||||
)}
|
||||
|
||||
{tokens && tokens.length > 0 && (
|
||||
<div className="mt-4 flex max-w-xl flex-col gap-y-4">
|
||||
<div className="mt-4 flex flex-col gap-y-4">
|
||||
{tokens.map((token) => (
|
||||
<div key={token.id} className="rounded-lg border border-border p-4">
|
||||
<div className="flex items-center justify-between gap-x-4">
|
||||
|
||||
@@ -88,10 +88,7 @@ export default function WebhookPage() {
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={t`Webhooks`}
|
||||
subtitle={t`On this page, you can create new Webhooks and manage the existing ones.`}
|
||||
>
|
||||
<SettingsHeader title={t`Webhooks`} subtitle={t`Create and manage webhooks for document events.`}>
|
||||
<WebhookCreateDialog />
|
||||
</SettingsHeader>
|
||||
{isLoading && (
|
||||
|
||||
@@ -36,8 +36,8 @@
|
||||
"@lingui/react": "^5.6.0",
|
||||
"@oslojs/crypto": "^1.0.1",
|
||||
"@oslojs/encoding": "^1.1.0",
|
||||
"@react-router/node": "^7.18.1",
|
||||
"@react-router/serve": "^7.18.1",
|
||||
"@react-router/node": "^7.12.0",
|
||||
"@react-router/serve": "^7.12.0",
|
||||
"@simplewebauthn/browser": "^13.2.2",
|
||||
"@simplewebauthn/server": "^13.2.2",
|
||||
"@tanstack/react-query": "5.90.10",
|
||||
@@ -81,8 +81,8 @@
|
||||
"@babel/preset-typescript": "^7.28.5",
|
||||
"@lingui/babel-plugin-lingui-macro": "^5.6.0",
|
||||
"@lingui/vite-plugin": "^5.6.0",
|
||||
"@react-router/dev": "^7.18.1",
|
||||
"@react-router/remix-routes-option-adapter": "^7.18.1",
|
||||
"@react-router/dev": "^7.12.0",
|
||||
"@react-router/remix-routes-option-adapter": "^7.12.0",
|
||||
"@rollup/plugin-babel": "^6.1.0",
|
||||
"@rollup/plugin-commonjs": "^28.0.9",
|
||||
"@rollup/plugin-json": "^6.1.0",
|
||||
|
||||
Generated
+1288
-2048
File diff suppressed because it is too large
Load Diff
@@ -225,20 +225,15 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
|
||||
await page.getByLabel('Receives copy').click();
|
||||
await page.getByRole('button', { name: 'Add Signer' }).click();
|
||||
|
||||
// CC recipients are kept last, so new rows are inserted above the CC row.
|
||||
await expect(page.getByLabel('Email')).toHaveCount(3);
|
||||
|
||||
await page.getByLabel('Email').nth(1).fill('user3@example.com');
|
||||
await page.getByLabel('Name').nth(1).fill('User 3');
|
||||
await page.getByRole('combobox').nth(1).click();
|
||||
await page.getByLabel('Email').nth(2).fill('user3@example.com');
|
||||
await page.getByLabel('Name').nth(2).fill('User 3');
|
||||
await page.getByRole('combobox').nth(2).click();
|
||||
await page.getByLabel('Needs to approve').click();
|
||||
await page.getByRole('button', { name: 'Add Signer' }).click();
|
||||
|
||||
await expect(page.getByLabel('Email')).toHaveCount(4);
|
||||
|
||||
await page.getByLabel('Email').nth(2).fill('user4@example.com');
|
||||
await page.getByLabel('Name').nth(2).fill('User 4');
|
||||
await page.getByRole('combobox').nth(2).click();
|
||||
await page.getByLabel('Email').nth(3).fill('user4@example.com');
|
||||
await page.getByLabel('Name').nth(3).fill('User 4');
|
||||
await page.getByRole('combobox').nth(3).click();
|
||||
await page.getByLabel('Needs to view').click();
|
||||
|
||||
await page.getByRole('button', { name: 'Continue' }).click();
|
||||
|
||||
@@ -355,8 +355,8 @@ test('[ORGANISATIONS]: manage groups and members', async ({ page }) => {
|
||||
await page.getByRole('button', { name: 'Next' }).click();
|
||||
await page.getByRole('combobox').click();
|
||||
await page.getByRole('option', { name: 'Manager' }).click();
|
||||
await page.getByRole('button', { name: 'Create Groups' }).click();
|
||||
await expect(page.getByText('Team members have been added').first()).toBeVisible();
|
||||
await page.getByRole('button', { name: 'Add Groups' }).click();
|
||||
await expect(page.getByText('Team groups have been added').first()).toBeVisible();
|
||||
|
||||
// Assign CUSTOM_GROUP_B to TeamA
|
||||
await page.goto(`/t/${teamA}/settings/groups`);
|
||||
@@ -368,8 +368,8 @@ test('[ORGANISATIONS]: manage groups and members', async ({ page }) => {
|
||||
await page.getByRole('button', { name: 'Next' }).click();
|
||||
await page.getByRole('combobox').click();
|
||||
await page.getByRole('option', { name: 'Manager' }).click();
|
||||
await page.getByRole('button', { name: 'Create Groups' }).click();
|
||||
await expect(page.getByText('Team members have been added').first()).toBeVisible();
|
||||
await page.getByRole('button', { name: 'Add Groups' }).click();
|
||||
await expect(page.getByText('Team groups have been added').first()).toBeVisible();
|
||||
|
||||
// Update CUSTOM_GROUP_B
|
||||
const updateBtn = page.getByRole('row', { name: 'CUSTOM_GROUP_B' }).getByRole('button');
|
||||
|
||||
@@ -110,7 +110,7 @@ test.describe('Default Recipients', () => {
|
||||
await page.getByRole('button', { name: 'Add Signer' }).click();
|
||||
|
||||
// Add a regular signer using the v2 editor
|
||||
await page.getByTestId('signer-email-input').first().fill('regular-signer@documenso.com');
|
||||
await page.getByTestId('signer-email-input').last().fill('regular-signer@documenso.com');
|
||||
await page
|
||||
.getByPlaceholder(/Recipient/)
|
||||
.first()
|
||||
|
||||
@@ -7,10 +7,9 @@ import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
|
||||
import { useId } from 'react';
|
||||
import type { UseFormReturn } from 'react-hook-form';
|
||||
import { useForm } from 'react-hook-form';
|
||||
import { prop, sortBy } from 'remeda';
|
||||
import { z } from 'zod';
|
||||
|
||||
import { isCcRecipient, normalizeRecipientSigningOrders, sortRecipientsForSigningOrder } from '../../utils/recipients';
|
||||
|
||||
const LocalRecipientSchema = z.object({
|
||||
formId: z.string().min(1),
|
||||
id: z.number().optional(),
|
||||
@@ -95,13 +94,13 @@ export const useEditorRecipients = ({ envelope }: EditorRecipientsProps): UseEdi
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: isCcRecipient(recipient) ? undefined : (recipient.signingOrder ?? index + 1),
|
||||
signingOrder: recipient.signingOrder ?? index + 1,
|
||||
actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
|
||||
}));
|
||||
|
||||
const signers: TLocalRecipient[] =
|
||||
formRecipients.length > 0
|
||||
? normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(formRecipients))
|
||||
? sortBy(formRecipients, [prop('signingOrder'), 'asc'], [prop('id'), 'asc'])
|
||||
: [
|
||||
{
|
||||
formId: initialId,
|
||||
|
||||
@@ -35,7 +35,6 @@ import { getFileServerSide } from '../../universal/upload/get-file.server';
|
||||
import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
|
||||
import { extractDerivedDocumentMeta } from '../../utils/document';
|
||||
import { createDocumentAuthOptions, createRecipientAuthOptions } from '../../utils/document-auth';
|
||||
import { getRecipientSigningOrder } from '../../utils/recipients';
|
||||
import { buildTeamWhereQuery } from '../../utils/teams';
|
||||
import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-id';
|
||||
import { assertOrganisationRatesAndLimits } from '../rate-limit/assert-organisation-rates-and-limits';
|
||||
@@ -462,7 +461,7 @@ export const createEnvelope = async ({
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: nanoid(),
|
||||
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
|
||||
|
||||
@@ -8,7 +8,6 @@ import { ZSignatureLevelSchema } from '../../types/signature-level';
|
||||
import { mapEnvelopeToWebhookDocumentPayload, ZWebhookDocumentSchema } from '../../types/webhook-payload';
|
||||
import { nanoid, prefixedId } from '../../universal/id';
|
||||
import type { EnvelopeIdOptions } from '../../utils/envelope';
|
||||
import { getRecipientSigningOrder } from '../../utils/recipients';
|
||||
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
|
||||
import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-id';
|
||||
import { assertOrganisationRatesAndLimits } from '../rate-limit/assert-organisation-rates-and-limits';
|
||||
@@ -191,7 +190,7 @@ export const duplicateEnvelope = async ({ id, userId, teamId, overrides }: Dupli
|
||||
email: recipient.email,
|
||||
name: recipient.name,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: nanoid(),
|
||||
fields: includeFields
|
||||
? {
|
||||
|
||||
@@ -9,7 +9,7 @@ import { EnvelopeType, RecipientRole, SendStatus, SigningStatus } from '@prisma/
|
||||
|
||||
import { AppError, AppErrorCode } from '../../errors/app-error';
|
||||
import type { EnvelopeIdOptions } from '../../utils/envelope';
|
||||
import { getRecipientSigningOrder, mapRecipientToLegacyRecipient } from '../../utils/recipients';
|
||||
import { mapRecipientToLegacyRecipient } from '../../utils/recipients';
|
||||
import { assertEnvelopeMutable } from '../envelope/assert-envelope-mutable';
|
||||
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
|
||||
import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
|
||||
@@ -112,7 +112,7 @@ export const createEnvelopeRecipients = async ({
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: nanoid(),
|
||||
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
|
||||
|
||||
@@ -14,11 +14,7 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
|
||||
import { jobs } from '../../jobs/client';
|
||||
import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
|
||||
import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
|
||||
import {
|
||||
canRecipientBeModified,
|
||||
getRecipientSigningOrder,
|
||||
isRecipientEmailValidForSending,
|
||||
} from '../../utils/recipients';
|
||||
import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
|
||||
import { assertEnvelopeMutable } from '../envelope/assert-envelope-mutable';
|
||||
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
|
||||
import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
|
||||
@@ -165,7 +161,7 @@ export const setDocumentRecipients = async ({
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
envelopeId: envelope.id,
|
||||
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
|
||||
@@ -175,7 +171,7 @@ export const setDocumentRecipients = async ({
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: nanoid(),
|
||||
envelopeId: envelope.id,
|
||||
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
|
||||
@@ -11,7 +11,6 @@ import { type TRecipientActionAuthTypes, ZRecipientAuthOptionsSchema } from '../
|
||||
import { nanoid } from '../../universal/id';
|
||||
import { createRecipientAuthOptions } from '../../utils/document-auth';
|
||||
import { type EnvelopeIdOptions, mapSecondaryIdToTemplateId } from '../../utils/envelope';
|
||||
import { getRecipientSigningOrder } from '../../utils/recipients';
|
||||
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
|
||||
import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
|
||||
|
||||
@@ -143,7 +142,7 @@ export const setTemplateRecipients = async ({ userId, teamId, id, recipients }:
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
envelopeId: envelope.id,
|
||||
authOptions,
|
||||
},
|
||||
@@ -151,7 +150,7 @@ export const setTemplateRecipients = async ({ userId, teamId, id, recipients }:
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: nanoid(),
|
||||
envelopeId: envelope.id,
|
||||
authOptions,
|
||||
|
||||
@@ -11,7 +11,7 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
|
||||
import { extractLegacyIds } from '../../universal/id';
|
||||
import type { EnvelopeIdOptions } from '../../utils/envelope';
|
||||
import { mapFieldToLegacyField } from '../../utils/fields';
|
||||
import { canRecipientBeModified, getRecipientSigningOrder } from '../../utils/recipients';
|
||||
import { canRecipientBeModified } from '../../utils/recipients';
|
||||
import { assertEnvelopeMutable } from '../envelope/assert-envelope-mutable';
|
||||
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
|
||||
import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
|
||||
@@ -148,7 +148,7 @@ export const updateEnvelopeRecipients = async ({
|
||||
name: mergedRecipient.name,
|
||||
email: mergedRecipient.email,
|
||||
role: mergedRecipient.role,
|
||||
signingOrder: getRecipientSigningOrder(mergedRecipient),
|
||||
signingOrder: mergedRecipient.signingOrder,
|
||||
envelopeId: envelope.id,
|
||||
sendStatus: mergedRecipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
signingStatus: mergedRecipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
|
||||
|
||||
@@ -40,7 +40,6 @@ import {
|
||||
extractDocumentAuthMethods,
|
||||
} from '../../utils/document-auth';
|
||||
import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
|
||||
import { getRecipientSigningOrder } from '../../utils/recipients';
|
||||
import { sendDocument } from '../document/send-document';
|
||||
import { validateFieldAuth } from '../document/validate-field-auth';
|
||||
import { incrementDocumentId } from '../envelope/increment-id';
|
||||
@@ -399,7 +398,7 @@ export const createDocumentFromDirectTemplate = async ({
|
||||
}),
|
||||
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: nanoid(),
|
||||
};
|
||||
}),
|
||||
|
||||
@@ -47,7 +47,6 @@ import {
|
||||
} from '../../utils/document-auth';
|
||||
import type { EnvelopeIdOptions } from '../../utils/envelope';
|
||||
import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
|
||||
import { getRecipientSigningOrder } from '../../utils/recipients';
|
||||
import { buildTeamWhereQuery } from '../../utils/teams';
|
||||
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
|
||||
import { incrementDocumentId } from '../envelope/increment-id';
|
||||
@@ -592,7 +591,7 @@ export const createDocumentFromTemplate = async ({
|
||||
}),
|
||||
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
|
||||
signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
|
||||
signingOrder: getRecipientSigningOrder(recipient),
|
||||
signingOrder: recipient.signingOrder,
|
||||
token: recipient.token,
|
||||
};
|
||||
}),
|
||||
|
||||
@@ -1,81 +0,0 @@
|
||||
import { RecipientRole } from '@prisma/client';
|
||||
import { describe, expect, it } from 'vitest';
|
||||
|
||||
import {
|
||||
getRecipientSigningOrder,
|
||||
isAssistantLastSigner,
|
||||
normalizeRecipientSigningOrders,
|
||||
sortRecipientsForSigningOrder,
|
||||
} from './recipients';
|
||||
|
||||
describe('recipient signing order helpers', () => {
|
||||
it('sorts CC recipients after ordered active recipients', () => {
|
||||
const recipients = [
|
||||
{ id: 1, role: RecipientRole.CC, signingOrder: 1 },
|
||||
{ id: 2, role: RecipientRole.SIGNER, signingOrder: 2 },
|
||||
{ id: 3, role: RecipientRole.APPROVER, signingOrder: 1 },
|
||||
];
|
||||
|
||||
expect(sortRecipientsForSigningOrder(recipients).map((recipient) => recipient.id)).toEqual([3, 2, 1]);
|
||||
});
|
||||
|
||||
it('keeps original order when recipients have the same signing order', () => {
|
||||
const recipients = [
|
||||
{ id: 2, role: RecipientRole.SIGNER, signingOrder: 1 },
|
||||
{ id: 1, role: RecipientRole.APPROVER, signingOrder: 1 },
|
||||
];
|
||||
|
||||
expect(sortRecipientsForSigningOrder(recipients).map((recipient) => recipient.id)).toEqual([2, 1]);
|
||||
});
|
||||
|
||||
it('sorts and normalizes active recipient signing order and removes it from CC recipients', () => {
|
||||
const recipients = [
|
||||
{ id: 1, role: RecipientRole.CC, signingOrder: 1 },
|
||||
{ id: 2, role: RecipientRole.SIGNER, signingOrder: 4 },
|
||||
{ id: 3, role: RecipientRole.APPROVER, signingOrder: 2 },
|
||||
];
|
||||
|
||||
expect(normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(recipients))).toEqual([
|
||||
{ id: 3, role: RecipientRole.APPROVER, signingOrder: 1 },
|
||||
{ id: 2, role: RecipientRole.SIGNER, signingOrder: 2 },
|
||||
{ id: 1, role: RecipientRole.CC, signingOrder: undefined },
|
||||
]);
|
||||
});
|
||||
|
||||
it('preserves caller order while normalizing signing order', () => {
|
||||
const recipients = [
|
||||
{ id: 2, role: RecipientRole.ASSISTANT, signingOrder: 2 },
|
||||
{ id: 1, role: RecipientRole.SIGNER, signingOrder: 1 },
|
||||
{ id: 3, role: RecipientRole.CC, signingOrder: 1 },
|
||||
];
|
||||
|
||||
expect(normalizeRecipientSigningOrders(recipients)).toEqual([
|
||||
{ id: 2, role: RecipientRole.ASSISTANT, signingOrder: 1 },
|
||||
{ id: 1, role: RecipientRole.SIGNER, signingOrder: 2 },
|
||||
{ id: 3, role: RecipientRole.CC, signingOrder: undefined },
|
||||
]);
|
||||
});
|
||||
|
||||
it('coerces CC signing order to null for persistence', () => {
|
||||
expect(getRecipientSigningOrder({ role: RecipientRole.CC, signingOrder: 1 })).toBeNull();
|
||||
expect(getRecipientSigningOrder({ role: RecipientRole.SIGNER, signingOrder: 1 })).toBe(1);
|
||||
});
|
||||
|
||||
it('checks whether the last non-CC recipient is an assistant', () => {
|
||||
expect(
|
||||
isAssistantLastSigner([
|
||||
{ role: RecipientRole.SIGNER },
|
||||
{ role: RecipientRole.ASSISTANT },
|
||||
{ role: RecipientRole.CC },
|
||||
]),
|
||||
).toBe(true);
|
||||
|
||||
expect(
|
||||
isAssistantLastSigner([
|
||||
{ role: RecipientRole.ASSISTANT },
|
||||
{ role: RecipientRole.SIGNER },
|
||||
{ role: RecipientRole.CC },
|
||||
]),
|
||||
).toBe(false);
|
||||
});
|
||||
});
|
||||
@@ -1,6 +1,6 @@
|
||||
import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
|
||||
import type { Envelope, Field, Recipient } from '@prisma/client';
|
||||
import { RecipientRole, SigningStatus } from '@prisma/client';
|
||||
import type { Envelope } from '@prisma/client';
|
||||
import { type Field, RecipientRole, SigningStatus } from '@prisma/client';
|
||||
|
||||
import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
|
||||
import { AppError, AppErrorCode } from '../errors/app-error';
|
||||
@@ -15,66 +15,6 @@ import { zEmail } from './zod';
|
||||
*/
|
||||
export const RECIPIENT_ROLES_THAT_REQUIRE_FIELDS = [RecipientRole.SIGNER] as const;
|
||||
|
||||
// signingOrder isn't required when submitting the recipient form (Zod: z.number().optional())
|
||||
type RecipientWithSigningOrder = Pick<Recipient, 'role'> & Partial<Pick<Recipient, 'signingOrder'>>;
|
||||
|
||||
export const isCcRecipient = (recipient: Pick<Recipient, 'role'>) => {
|
||||
return recipient.role === RecipientRole.CC;
|
||||
};
|
||||
|
||||
export const getRecipientSigningOrder = (recipient: RecipientWithSigningOrder) => {
|
||||
if (isCcRecipient(recipient)) {
|
||||
return null;
|
||||
}
|
||||
|
||||
return recipient.signingOrder ?? null;
|
||||
};
|
||||
|
||||
export const isAssistantLastSigner = (recipients: Pick<Recipient, 'role'>[]) => {
|
||||
const nonCcRecipients = recipients.filter((recipient) => !isCcRecipient(recipient));
|
||||
const lastNonCcRecipient = nonCcRecipients[nonCcRecipients.length - 1];
|
||||
|
||||
return lastNonCcRecipient?.role === RecipientRole.ASSISTANT;
|
||||
};
|
||||
|
||||
export const sortRecipientsForSigningOrder = <T extends RecipientWithSigningOrder>(recipients: T[]): T[] => {
|
||||
return [...recipients].sort((r1, r2) => {
|
||||
const r1IsCcRecipient = isCcRecipient(r1);
|
||||
const r2IsCcRecipient = isCcRecipient(r2);
|
||||
|
||||
// CC recipients always sort after non-CC recipients.
|
||||
if (r1IsCcRecipient !== r2IsCcRecipient) {
|
||||
return r1IsCcRecipient ? 1 : -1;
|
||||
}
|
||||
|
||||
// Order by signing order; missing orders sort last.
|
||||
const r1SigningOrder = r1.signingOrder ?? Number.MAX_SAFE_INTEGER;
|
||||
const r2SigningOrder = r2.signingOrder ?? Number.MAX_SAFE_INTEGER;
|
||||
|
||||
return r1SigningOrder - r2SigningOrder;
|
||||
});
|
||||
};
|
||||
|
||||
export const normalizeRecipientSigningOrders = <T extends RecipientWithSigningOrder>(
|
||||
recipients: T[],
|
||||
canUpdateRecipient: (recipient: T) => boolean = () => true,
|
||||
): Array<T & { signingOrder?: number }> => {
|
||||
const nonCcRecipients = recipients.filter((recipient) => !isCcRecipient(recipient));
|
||||
const ccRecipients = recipients.filter((recipient) => isCcRecipient(recipient));
|
||||
|
||||
const normalizedNonCcRecipients = nonCcRecipients.map((recipient, index) => ({
|
||||
...recipient,
|
||||
signingOrder: canUpdateRecipient(recipient) ? index + 1 : (recipient.signingOrder ?? index + 1),
|
||||
}));
|
||||
|
||||
const normalizedCcRecipients = ccRecipients.map((recipient) => ({
|
||||
...recipient,
|
||||
signingOrder: undefined,
|
||||
}));
|
||||
|
||||
return [...normalizedNonCcRecipients, ...normalizedCcRecipients];
|
||||
};
|
||||
|
||||
/**
|
||||
* Returns recipients who are missing required fields for their role.
|
||||
*
|
||||
|
||||
@@ -6,13 +6,7 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
|
||||
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
|
||||
import type { TRecipientLite } from '@documenso/lib/types/recipient';
|
||||
import { nanoid } from '@documenso/lib/universal/id';
|
||||
import {
|
||||
isAssistantLastSigner,
|
||||
isCcRecipient,
|
||||
normalizeRecipientSigningOrders,
|
||||
sortRecipientsForSigningOrder,
|
||||
canRecipientBeModified as utilCanRecipientBeModified,
|
||||
} from '@documenso/lib/utils/recipients';
|
||||
import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
|
||||
import { trpc } from '@documenso/trpc/react';
|
||||
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
|
||||
import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
|
||||
@@ -30,6 +24,7 @@ import { motion } from 'framer-motion';
|
||||
import { GripVerticalIcon, HelpCircle, Plus, Trash } from 'lucide-react';
|
||||
import { useCallback, useId, useMemo, useRef, useState } from 'react';
|
||||
import { useFieldArray, useForm } from 'react-hook-form';
|
||||
import { prop, sortBy } from 'remeda';
|
||||
|
||||
import { DocumentReadOnlyFields, mapFieldsWithRecipients } from '../../components/document/document-read-only-fields';
|
||||
import type { RecipientAutoCompleteOption } from '../../components/recipient/recipient-autocomplete-input';
|
||||
@@ -123,18 +118,18 @@ export const AddSignersFormPartial = ({
|
||||
defaultValues: {
|
||||
signers:
|
||||
recipients.length > 0
|
||||
? normalizeRecipientSigningOrders(
|
||||
sortRecipientsForSigningOrder(
|
||||
recipients.map((recipient, index) => ({
|
||||
nativeId: recipient.id,
|
||||
formId: String(recipient.id),
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: isCcRecipient(recipient) ? undefined : (recipient.signingOrder ?? index + 1),
|
||||
actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
|
||||
})),
|
||||
),
|
||||
? sortBy(
|
||||
recipients.map((recipient, index) => ({
|
||||
nativeId: recipient.id,
|
||||
formId: String(recipient.id),
|
||||
name: recipient.name,
|
||||
email: recipient.email,
|
||||
role: recipient.role,
|
||||
signingOrder: recipient.signingOrder ?? index + 1,
|
||||
actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
|
||||
})),
|
||||
[prop('signingOrder'), 'asc'],
|
||||
[prop('nativeId'), 'asc'],
|
||||
)
|
||||
: defaultRecipients,
|
||||
signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
|
||||
@@ -173,14 +168,18 @@ export const AddSignersFormPartial = ({
|
||||
}, [watchedSigners]);
|
||||
|
||||
const normalizeSigningOrders = (signers: typeof watchedSigners) => {
|
||||
return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.nativeId));
|
||||
return signers
|
||||
.sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
|
||||
.map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
|
||||
};
|
||||
|
||||
const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
|
||||
|
||||
const onFormSubmit = form.handleSubmit(onSubmit);
|
||||
|
||||
const { fields: signers, remove: removeSigner } = useFieldArray({
|
||||
const {
|
||||
append: appendSigner,
|
||||
fields: signers,
|
||||
remove: removeSigner,
|
||||
} = useFieldArray({
|
||||
control,
|
||||
name: 'signers',
|
||||
});
|
||||
@@ -259,31 +258,14 @@ export const AddSignersFormPartial = ({
|
||||
return utilCanRecipientBeModified(recipient, fields);
|
||||
};
|
||||
|
||||
const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
|
||||
const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (shouldFocus) {
|
||||
const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
|
||||
|
||||
if (signerIndex !== -1) {
|
||||
requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
|
||||
}
|
||||
}
|
||||
};
|
||||
|
||||
const onAddSigner = () => {
|
||||
appendNormalizedSigner({
|
||||
appendSigner({
|
||||
formId: nanoid(12),
|
||||
name: '',
|
||||
email: '',
|
||||
role: RecipientRole.SIGNER,
|
||||
actionAuth: [],
|
||||
signingOrder: activeRecipientCount + 1,
|
||||
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
|
||||
});
|
||||
};
|
||||
|
||||
@@ -328,16 +310,18 @@ export const AddSignersFormPartial = ({
|
||||
|
||||
form.setFocus(`signers.${emptySignerIndex}.email`);
|
||||
} else {
|
||||
appendNormalizedSigner(
|
||||
appendSigner(
|
||||
{
|
||||
formId: nanoid(12),
|
||||
name: user?.name ?? '',
|
||||
email: user?.email ?? '',
|
||||
role: RecipientRole.SIGNER,
|
||||
actionAuth: [],
|
||||
signingOrder: activeRecipientCount + 1,
|
||||
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
|
||||
},
|
||||
{
|
||||
shouldFocus: true,
|
||||
},
|
||||
true,
|
||||
);
|
||||
|
||||
void form.trigger('signers');
|
||||
@@ -372,14 +356,18 @@ export const AddSignersFormPartial = ({
|
||||
|
||||
items.splice(insertIndex, 0, reorderedSigner);
|
||||
|
||||
const updatedSigners = normalizeSigningOrders(items);
|
||||
const updatedSigners = items.map((signer, index) => ({
|
||||
...signer,
|
||||
signingOrder: !canRecipientBeModified(signer.nativeId) ? signer.signingOrder : index + 1,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (isAssistantLastSigner(updatedSigners)) {
|
||||
const lastSigner = updatedSigners[updatedSigners.length - 1];
|
||||
if (lastSigner.role === RecipientRole.ASSISTANT) {
|
||||
toast({
|
||||
title: _(msg`Warning: Assistant as last signer`),
|
||||
description: _(
|
||||
@@ -414,19 +402,18 @@ export const AddSignersFormPartial = ({
|
||||
return;
|
||||
}
|
||||
|
||||
const updatedSigners = normalizeSigningOrders(
|
||||
currentSigners.map((signer, idx) => ({
|
||||
...signer,
|
||||
role: idx === index ? role : signer.role,
|
||||
})),
|
||||
);
|
||||
const updatedSigners = currentSigners.map((signer, idx) => ({
|
||||
...signer,
|
||||
role: idx === index ? role : signer.role,
|
||||
signingOrder: !canRecipientBeModified(signer.nativeId) ? signer.signingOrder : idx + 1,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
|
||||
if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
|
||||
toast({
|
||||
title: _(msg`Warning: Assistant as last signer`),
|
||||
description: _(
|
||||
@@ -453,30 +440,22 @@ export const AddSignersFormPartial = ({
|
||||
const currentSigners = form.getValues('signers');
|
||||
const signer = currentSigners[index];
|
||||
|
||||
if (isCcRecipient(signer)) {
|
||||
return;
|
||||
}
|
||||
// Remove signer from current position and insert at new position
|
||||
const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
|
||||
const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
|
||||
remainingSigners.splice(newPosition, 0, signer);
|
||||
|
||||
const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
|
||||
const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
|
||||
const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
|
||||
|
||||
if (currentSigningOrderIndex === -1) {
|
||||
return;
|
||||
}
|
||||
|
||||
const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
|
||||
const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
|
||||
nonCcSigners.splice(newPosition, 0, reorderedSigner);
|
||||
|
||||
const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
|
||||
const updatedSigners = remainingSigners.map((s, idx) => ({
|
||||
...s,
|
||||
signingOrder: !canRecipientBeModified(s.nativeId) ? s.signingOrder : idx + 1,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
shouldDirty: true,
|
||||
});
|
||||
|
||||
if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
|
||||
if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
|
||||
toast({
|
||||
title: _(msg`Warning: Assistant as last signer`),
|
||||
description: _(
|
||||
@@ -492,12 +471,10 @@ export const AddSignersFormPartial = ({
|
||||
setShowSigningOrderConfirmation(false);
|
||||
|
||||
const currentSigners = form.getValues('signers');
|
||||
const updatedSigners = normalizeSigningOrders(
|
||||
currentSigners.map((signer) => ({
|
||||
...signer,
|
||||
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
|
||||
})),
|
||||
);
|
||||
const updatedSigners = currentSigners.map((signer) => ({
|
||||
...signer,
|
||||
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
|
||||
}));
|
||||
|
||||
form.setValue('signers', updatedSigners, {
|
||||
shouldValidate: true,
|
||||
@@ -665,7 +642,6 @@ export const AddSignersFormPartial = ({
|
||||
isDragDisabled={
|
||||
!isSigningOrderSequential ||
|
||||
isSubmitting ||
|
||||
isCcRecipient(signer) ||
|
||||
!canRecipientBeModified(signer.nativeId) ||
|
||||
!signer.signingOrder
|
||||
}
|
||||
@@ -687,9 +663,7 @@ export const AddSignersFormPartial = ({
|
||||
'grid-cols-12 pr-3': isSigningOrderSequential,
|
||||
})}
|
||||
>
|
||||
{isSigningOrderSequential && isCcRecipient(signer) && <div className="col-span-2" />}
|
||||
|
||||
{isSigningOrderSequential && !isCcRecipient(signer) && (
|
||||
{isSigningOrderSequential && (
|
||||
<FormField
|
||||
control={form.control}
|
||||
name={`signers.${index}.signingOrder`}
|
||||
@@ -705,7 +679,7 @@ export const AddSignersFormPartial = ({
|
||||
<FormControl>
|
||||
<Input
|
||||
type="number"
|
||||
max={activeRecipientCount}
|
||||
max={signers.length}
|
||||
data-testid="signing-order-input"
|
||||
className={cn(
|
||||
'w-full text-center',
|
||||
|
||||
Reference in New Issue
Block a user