import { useCallback, useEffect, useId, useMemo, useRef, useState } from 'react'; import type { DropResult, SensorAPI } from '@hello-pangea/dnd'; import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd'; import { zodResolver } from '@hookform/resolvers/zod'; import { msg } from '@lingui/core/macro'; import { useLingui } from '@lingui/react'; import { Trans } from '@lingui/react/macro'; import type { TemplateDirectLink } from '@prisma/client'; import { DocumentSigningOrder, type Field, type Recipient, RecipientRole } from '@prisma/client'; import { motion } from 'framer-motion'; import { GripVerticalIcon, HelpCircle, Link2Icon, Plus, Trash } from 'lucide-react'; import { useFieldArray, useForm } from 'react-hook-form'; import { useSession } from '@documenso/lib/client-only/providers/session'; import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth'; import { nanoid } from '@documenso/lib/universal/id'; import { generateRecipientPlaceholder } from '@documenso/lib/utils/templates'; import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out'; import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select'; import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select'; import { cn } from '@documenso/ui/lib/utils'; import { Button } from '@documenso/ui/primitives/button'; import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message'; import { Input } from '@documenso/ui/primitives/input'; import { toast } from '@documenso/ui/primitives/use-toast'; import { DocumentReadOnlyFields, mapFieldsWithRecipients, } from '../../components/document/document-read-only-fields'; import { Checkbox } from '../checkbox'; import { DocumentFlowFormContainerActions, DocumentFlowFormContainerContent, DocumentFlowFormContainerFooter, DocumentFlowFormContainerHeader, DocumentFlowFormContainerStep, } from '../document-flow/document-flow-root'; import { SigningOrderConfirmation } from '../document-flow/signing-order-confirmation'; import type { DocumentFlowStep } from '../document-flow/types'; import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form'; import { useStep } from '../stepper'; import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip'; import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types'; import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types'; export type AddTemplatePlaceholderRecipientsFormProps = { documentFlow: DocumentFlowStep; recipients: Recipient[]; fields: Field[]; signingOrder?: DocumentSigningOrder | null; allowDictateNextSigner?: boolean; templateDirectLink?: TemplateDirectLink | null; isEnterprise: boolean; onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void; isDocumentPdfLoaded: boolean; }; export const AddTemplatePlaceholderRecipientsFormPartial = ({ documentFlow, isEnterprise, recipients, templateDirectLink, fields, signingOrder, allowDictateNextSigner, isDocumentPdfLoaded, onSubmit, }: AddTemplatePlaceholderRecipientsFormProps) => { const initialId = useId(); const $sensorApi = useRef(null); const { _ } = useLingui(); const { user } = useSession(); const [placeholderRecipientCount, setPlaceholderRecipientCount] = useState(() => recipients.length > 1 ? recipients.length + 1 : 2, ); const { currentStep, totalSteps, previousStep } = useStep(); const generateDefaultFormSigners = () => { if (recipients.length === 0) { return [ { formId: initialId, role: RecipientRole.SIGNER, actionAuth: undefined, ...generateRecipientPlaceholder(1), signingOrder: 1, }, ]; } let mappedRecipients = recipients.map((recipient, index) => ({ nativeId: recipient.id, formId: String(recipient.id), name: recipient.name, email: recipient.email, role: recipient.role, actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined, signingOrder: recipient.signingOrder ?? index + 1, })); if (signingOrder === DocumentSigningOrder.SEQUENTIAL) { mappedRecipients = mappedRecipients.sort( (a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0), ); } return mappedRecipients; }; const form = useForm({ resolver: zodResolver(ZAddTemplatePlacholderRecipientsFormSchema), defaultValues: { signers: generateDefaultFormSigners(), signingOrder: signingOrder || DocumentSigningOrder.PARALLEL, allowDictateNextSigner: allowDictateNextSigner ?? false, }, }); useEffect(() => { form.reset({ signers: generateDefaultFormSigners(), signingOrder: signingOrder || DocumentSigningOrder.PARALLEL, allowDictateNextSigner: allowDictateNextSigner ?? false, }); // eslint-disable-next-line react-hooks/exhaustive-deps }, [recipients]); // Always show advanced settings if any recipient has auth options. const alwaysShowAdvancedSettings = useMemo(() => { const recipientHasAuthOptions = recipients.find((recipient) => { const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions); return recipientAuthOptions?.accessAuth || recipientAuthOptions?.actionAuth; }); const formHasActionAuth = form.getValues('signers').find((signer) => signer.actionAuth); return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined; }, [recipients, form]); const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings); const { formState: { errors, isSubmitting }, control, watch, } = form; const watchedSigners = watch('signers'); const isSigningOrderSequential = watch('signingOrder') === DocumentSigningOrder.SEQUENTIAL; const normalizeSigningOrders = (signers: typeof watchedSigners) => { return signers .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0)) .map((signer, index) => ({ ...signer, signingOrder: index + 1 })); }; const onFormSubmit = form.handleSubmit(onSubmit); const { append: appendSigner, fields: signers, remove: removeSigner, } = useFieldArray({ control, name: 'signers', }); const onAddPlaceholderSelfRecipient = () => { appendSigner({ formId: nanoid(12), name: user.name ?? '', email: user.email ?? '', role: RecipientRole.SIGNER, signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1, }); }; const onAddPlaceholderRecipient = () => { appendSigner({ formId: nanoid(12), role: RecipientRole.SIGNER, ...generateRecipientPlaceholder(placeholderRecipientCount), signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1, }); setPlaceholderRecipientCount((count) => count + 1); }; const onRemoveSigner = (index: number) => { removeSigner(index); const updatedSigners = signers.filter((_, idx) => idx !== index); form.setValue('signers', normalizeSigningOrders(updatedSigners)); }; const isSignerDirectRecipient = ( signer: TAddTemplatePlacholderRecipientsFormSchema['signers'][number], ): boolean => { return ( templateDirectLink !== null && signer.nativeId === templateDirectLink?.directTemplateRecipientId ); }; const onDragEnd = useCallback( async (result: DropResult) => { if (!result.destination) return; const items = Array.from(watchedSigners); const [reorderedSigner] = items.splice(result.source.index, 1); const insertIndex = result.destination.index; items.splice(insertIndex, 0, reorderedSigner); const updatedSigners = items.map((signer, index) => ({ ...signer, signingOrder: index + 1, })); form.setValue('signers', updatedSigners); const lastSigner = updatedSigners[updatedSigners.length - 1]; if (lastSigner.role === RecipientRole.ASSISTANT) { toast({ title: _(msg`Warning: Assistant as last signer`), description: _( msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`, ), }); } await form.trigger('signers'); }, [form, watchedSigners, toast], ); const triggerDragAndDrop = useCallback( (fromIndex: number, toIndex: number) => { if (!$sensorApi.current) { return; } const draggableId = signers[fromIndex].id; const preDrag = $sensorApi.current.tryGetLock(draggableId); if (!preDrag) { return; } const drag = preDrag.snapLift(); setTimeout(() => { // Move directly to the target index if (fromIndex < toIndex) { for (let i = fromIndex; i < toIndex; i++) { drag.moveDown(); } } else { for (let i = fromIndex; i > toIndex; i--) { drag.moveUp(); } } setTimeout(() => { drag.drop(); }, 500); }, 0); }, [signers], ); const updateSigningOrders = useCallback( (newIndex: number, oldIndex: number) => { const updatedSigners = form.getValues('signers').map((signer, index) => { if (index === oldIndex) { return { ...signer, signingOrder: newIndex + 1 }; } else if (index >= newIndex && index < oldIndex) { return { ...signer, signingOrder: (signer.signingOrder ?? index + 1) + 1 }; } else if (index <= newIndex && index > oldIndex) { return { ...signer, signingOrder: Math.max(1, (signer.signingOrder ?? index + 1) - 1) }; } return signer; }); updatedSigners.forEach((signer, index) => { form.setValue(`signers.${index}.signingOrder`, signer.signingOrder); }); }, [form], ); const handleSigningOrderChange = useCallback( (index: number, newOrderString: string) => { const trimmedOrderString = newOrderString.trim(); if (!trimmedOrderString) { return; } const newOrder = Number(trimmedOrderString); if (!Number.isInteger(newOrder) || newOrder < 1) { return; } const currentSigners = form.getValues('signers'); const signer = currentSigners[index]; // 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 updatedSigners = remainingSigners.map((s, idx) => ({ ...s, signingOrder: idx + 1, })); form.setValue('signers', updatedSigners); if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) { toast({ title: _(msg`Warning: Assistant as last signer`), description: _( msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`, ), }); } }, [form, toast], ); const handleRoleChange = useCallback( (index: number, role: RecipientRole) => { const currentSigners = form.getValues('signers'); const signingOrder = form.getValues('signingOrder'); // Handle parallel to sequential conversion for assistants if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) { form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL); toast({ title: _(msg`Signing order is enabled.`), description: _(msg`You cannot add assistants when signing order is disabled.`), variant: 'destructive', }); return; } const updatedSigners = currentSigners.map((signer, idx) => ({ ...signer, role: idx === index ? role : signer.role, signingOrder: idx + 1, })); form.setValue('signers', updatedSigners); if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) { toast({ title: _(msg`Warning: Assistant as last signer`), description: _( msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`, ), }); } }, [form, toast], ); const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false); const handleSigningOrderDisable = useCallback(() => { setShowSigningOrderConfirmation(false); const currentSigners = form.getValues('signers'); const updatedSigners = currentSigners.map((signer) => ({ ...signer, role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role, })); form.setValue('signers', updatedSigners); form.setValue('signingOrder', DocumentSigningOrder.PARALLEL); form.setValue('allowDictateNextSigner', false); }, [form]); return ( <> {isDocumentPdfLoaded && ( recipient.id)} fields={mapFieldsWithRecipients(fields, recipients)} /> )}
{/* Enable sequential signing checkbox */} ( { if ( !checked && watchedSigners.some((s) => s.role === RecipientRole.ASSISTANT) ) { setShowSigningOrderConfirmation(true); return; } field.onChange( checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL, ); // If sequential signing is turned off, disable dictate next signer if (!checked) { form.setValue('allowDictateNextSigner', false); } }} disabled={isSubmitting} /> Enable signing order )} /> (
Allow signers to dictate next signer

When enabled, signers can choose who should sign next in the sequence instead of following the predefined order.

)} /> {/* Drag and drop context */} { $sensorApi.current = api; }, ]} > {(provided) => (
{/* todo */} {signers.map((signer, index) => ( {(provided, snapshot) => (
{isSigningOrderSequential && ( ( { field.onChange(e); handleSigningOrderChange(index, e.target.value); }} onBlur={(e) => { field.onBlur(); handleSigningOrderChange(index, e.target.value); }} disabled={ snapshot.isDragging || isSubmitting || isSignerDirectRecipient(signer) } /> )} /> )} ( {!showAdvancedSettings && index === 0 && ( Email )} )} /> ( {!showAdvancedSettings && index === 0 && ( Name )} )} /> {showAdvancedSettings && isEnterprise && ( ( )} /> )}
( // eslint-disable-next-line @typescript-eslint/consistent-type-assertions handleRoleChange(index, value as RecipientRole) } disabled={isSubmitting} hideCCRecipients={isSignerDirectRecipient(signer)} /> )} /> {isSignerDirectRecipient(signer) ? (

Direct link receiver

This field cannot be modified or deleted. When you share this template's direct link or add it to your public profile, anyone who accesses it can input their name and email, and fill in the fields assigned to them.

) : ( )}
)}
))} {provided.placeholder}
)}
{!alwaysShowAdvancedSettings && isEnterprise && (
setShowAdvancedSettings(Boolean(value))} />
)}
1} onGoBackClick={() => previousStep()} onGoNextClick={() => void onFormSubmit()} /> ); };