Files
David Nguyen ba0dead96f fix: render error messages for invalid templates (#3088)
Currently direct templates can be created without the required
signatures fields for signers.

This means that the document can be fully signed by everyone but will
ultimately fail the sealing step which leaves the document in an
unrecoverable state.
2026-07-20 16:57:38 +10:00

521 lines
21 KiB
TypeScript

import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
import { PDF_VIEWER_ERROR_MESSAGES } from '@documenso/lib/constants/pdf-viewer-i18n';
import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
import {
FIELD_META_DEFAULT_VALUES,
type TCheckboxFieldMeta,
type TDateFieldMeta,
type TDropdownFieldMeta,
type TEmailFieldMeta,
type TFieldMetaSchema,
type TInitialsFieldMeta,
type TNameFieldMeta,
type TNumberFieldMeta,
type TRadioFieldMeta,
type TSignatureFieldMeta,
type TTextFieldMeta,
} from '@documenso/lib/types/field-meta';
import { getEnvelopeItemPermissions } from '@documenso/lib/utils/envelope';
import { getOverlappingFieldPairs } from '@documenso/lib/utils/fields-overlap';
import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
import { cn } from '@documenso/ui/lib/utils';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { Button } from '@documenso/ui/primitives/button';
import { Separator } from '@documenso/ui/primitives/separator';
import type { MessageDescriptor } from '@lingui/core';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
import { AlertTriangleIcon, FileTextIcon, PencilIcon, SparklesIcon } from 'lucide-react';
import { useEffect, useMemo, useRef, useState } from 'react';
import { useRevalidator, useSearchParams } from 'react-router';
import { isDeepEqual } from 'remeda';
import { match } from 'ts-pattern';
import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-dialog';
import { AiFieldDetectionDialog } from '~/components/dialogs/ai-field-detection-dialog';
import { EnvelopeItemEditDialog } from '~/components/dialogs/envelope-item-edit-dialog';
import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
import { EditorFieldDropdownForm } from '~/components/forms/editor/editor-field-dropdown-form';
import { EditorFieldEmailForm } from '~/components/forms/editor/editor-field-email-form';
import { EditorFieldInitialsForm } from '~/components/forms/editor/editor-field-initials-form';
import { EditorFieldNameForm } from '~/components/forms/editor/editor-field-name-form';
import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-number-form';
import { EditorFieldRadioForm } from '~/components/forms/editor/editor-field-radio-form';
import { EditorFieldSignatureForm } from '~/components/forms/editor/editor-field-signature-form';
import { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
import { useCurrentTeam } from '~/providers/team';
import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
import { EnvelopeRendererFileSelector } from './envelope-file-selector';
import { EnvelopeRecipientSelector } from './envelope-recipient-selector';
const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
[FieldType.SIGNATURE]: msg`Signature Settings`,
[FieldType.FREE_SIGNATURE]: msg`Free Signature Settings`,
[FieldType.TEXT]: msg`Text Settings`,
[FieldType.DATE]: msg`Date Settings`,
[FieldType.EMAIL]: msg`Email Settings`,
[FieldType.NAME]: msg`Name Settings`,
[FieldType.INITIALS]: msg`Initials Settings`,
[FieldType.NUMBER]: msg`Number Settings`,
[FieldType.RADIO]: msg`Radio Settings`,
[FieldType.CHECKBOX]: msg`Checkbox Settings`,
[FieldType.DROPDOWN]: msg`Dropdown Settings`,
};
export const EnvelopeEditorFieldsPage = () => {
const [searchParams] = useSearchParams();
const team = useCurrentTeam();
const scrollableContainerRef = useRef<HTMLDivElement>(null);
const { envelope, editorFields, navigateToStep, editorConfig } = useCurrentEnvelopeEditor();
const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
const { _ } = useLingui();
const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
const { revalidate } = useRevalidator();
const envelopeItemPermissions = useMemo(
() => getEnvelopeItemPermissions(envelope, envelope.recipients),
[envelope, envelope.recipients],
);
const selectedField = useMemo(() => structuredClone(editorFields.selectedField), [editorFields.selectedField]);
/**
* Debounce the fields used for overlap detection so we don't recompute on every
* small drag/resize movement, which is expensive on large field counts and can
* bog down lower-end devices.
*/
const debouncedLocalFields = useDebouncedValue(editorFields.localFields, 300);
/**
* Fields that significantly overlap each other. Overlapping fields render poorly in
* the editor and can behave unexpectedly during signing, so we warn the author here.
*/
const overlappingFieldPairs = useMemo(
() =>
getOverlappingFieldPairs(
debouncedLocalFields.map((field) => ({
id: field.formId,
envelopeItemId: field.envelopeItemId,
page: field.page,
positionX: field.positionX,
positionY: field.positionY,
width: field.width,
height: field.height,
})),
),
[debouncedLocalFields],
);
const handleReviewOverlappingField = () => {
const firstPair = overlappingFieldPairs[0];
if (!firstPair) {
return;
}
const targetField = editorFields.localFields.find((field) => field.formId === firstPair.fieldA.id);
if (!targetField) {
return;
}
if (targetField.envelopeItemId !== currentEnvelopeItem?.id) {
setCurrentEnvelopeItem(targetField.envelopeItemId);
}
editorFields.setSelectedField(targetField.formId);
};
const updateSelectedFieldMeta = (fieldMeta: TFieldMetaSchema) => {
if (!selectedField) {
return;
}
const isMetaSame = isDeepEqual(selectedField.fieldMeta, fieldMeta);
if (!isMetaSame) {
editorFields.updateFieldByFormId(selectedField.formId, {
fieldMeta,
});
}
};
const onFieldDetectionComplete = (fields: NormalizedFieldWithContext[]) => {
for (const field of fields) {
editorFields.addField({
height: field.height,
width: field.width,
positionX: field.positionX,
positionY: field.positionY,
type: field.type,
envelopeItemId: field.envelopeItemId,
recipientId: field.recipientId,
page: field.pageNumber,
fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[field.type]),
});
}
setIsAiFieldDialogOpen(false);
};
/**
* Set the selected recipient to the first recipient in the envelope.
*/
useEffect(() => {
const firstSelectableRecipient = envelope.recipients.find(
(recipient) => recipient.role === RecipientRole.SIGNER || recipient.role === RecipientRole.APPROVER,
);
editorFields.setSelectedRecipient(firstSelectableRecipient?.id ?? null);
}, []);
const onDetectClick = () => {
if (!team.preferences.aiFeaturesEnabled) {
setIsAiEnableDialogOpen(true);
return;
}
setIsAiFieldDialogOpen(true);
};
const onAiFeaturesEnabled = () => {
void revalidate().then(() => {
setIsAiEnableDialogOpen(false);
setIsAiFieldDialogOpen(true);
});
};
return (
<div className="relative flex h-full">
<div className="flex h-full w-full flex-col overflow-y-auto px-2" ref={scrollableContainerRef}>
{/* Horizontal envelope item selector */}
<EnvelopeRendererFileSelector
className="px-0"
fields={editorFields.localFields}
renderItemAction={
editorConfig.envelopeItems !== null &&
editorConfig.envelopeItems.allowReplace &&
envelopeItemPermissions.canFileBeChanged
? (item) => (
<div className="relative flex h-5 w-5 flex-shrink-0 items-center justify-center">
<div
className={cn('h-2 w-2 rounded-full transition-opacity duration-150 group-hover:opacity-0', {
'bg-green-500': currentEnvelopeItem?.id === item.id,
})}
/>
<EnvelopeItemEditDialog
envelopeItem={item}
allowConfigureTitle={editorConfig.envelopeItems?.allowConfigureTitle ?? false}
trigger={
<span
className="absolute inset-0 flex cursor-pointer items-center justify-center opacity-0 transition-opacity duration-150 group-hover:opacity-100"
onClick={(e) => e.stopPropagation()}
data-testid={`envelope-item-edit-button-${item.id}`}
>
<PencilIcon className="h-3.5 w-3.5" />
</span>
}
/>
</div>
)
: undefined
}
/>
<EnvelopeEditorInvalidDirectTemplateAlert />
{/* Document View */}
<div className="mt-4 flex h-full flex-col items-center justify-center">
{envelope.recipients.length === 0 && (
<Alert
variant="neutral"
className="mb-4 flex max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm border border-border bg-background"
>
<div className="flex flex-col gap-1">
<AlertTitle>
<Trans>Missing Recipients</Trans>
</AlertTitle>
<AlertDescription>
<Trans>You need at least one recipient to add fields</Trans>
</AlertDescription>
</div>
<Button variant="outline" onClick={() => void navigateToStep('upload')}>
<Trans>Add Recipients</Trans>
</Button>
</Alert>
)}
{overlappingFieldPairs.length > 0 && (
<Alert
variant="warning"
className="mt-20 mb-4 flex w-full max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm"
>
<div className="flex flex-row items-start gap-3">
<AlertTriangleIcon className="mt-0.5 h-5 w-5 flex-shrink-0" />
<div className="flex flex-col gap-1">
<AlertTitle>
<Trans>Overlapping fields detected</Trans>
</AlertTitle>
<AlertDescription>
<Trans>
Some fields are placed on top of each other. This may complicate the signing process or cause
fields to not work as expected.
</Trans>
</AlertDescription>
</div>
</div>
</Alert>
)}
{currentEnvelopeItem !== null ? (
<EnvelopePdfViewer
customPageRenderer={EnvelopeEditorFieldsPageRenderer}
scrollParentRef={scrollableContainerRef}
errorMessage={PDF_VIEWER_ERROR_MESSAGES.editor}
/>
) : (
<div className="flex flex-col items-center justify-center py-32">
<FileTextIcon className="h-10 w-10 text-muted-foreground" />
<p className="mt-1 text-foreground text-sm">
<Trans>No documents found</Trans>
</p>
<p className="mt-1 text-muted-foreground text-sm">
<Trans>Please upload a document to continue</Trans>
</p>
</div>
)}
</div>
</div>
{/* Right Section - Form Fields Panel */}
{currentEnvelopeItem && envelope.recipients.length > 0 && (
<div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-border border-l bg-background py-4">
{/* Recipient selector section. */}
<section className="px-4">
<h3 className="mb-2 font-semibold text-foreground text-sm">
<Trans>Selected Recipient</Trans>
</h3>
<EnvelopeRecipientSelector
selectedRecipient={editorFields.selectedRecipient}
onSelectedRecipientChange={(recipient) => editorFields.setSelectedRecipient(recipient.id)}
recipients={envelope.recipients}
fields={envelope.fields}
className="w-full"
align="end"
/>
{editorFields.selectedRecipient &&
!canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields) && (
<Alert className="mt-4" variant="warning">
<AlertDescription>
<Trans>
This recipient can no longer be modified as they have signed a field, or completed the document.
</Trans>
</AlertDescription>
</Alert>
)}
</section>
<Separator className="my-4" />
{/* Add fields section. */}
<section className="px-4">
<h3 className="mb-2 font-semibold text-foreground text-sm">
<Trans>Add Fields</Trans>
</h3>
<EnvelopeEditorFieldDragDrop
selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
/>
{editorConfig.fields?.allowAIDetection && (
<>
<Button
type="button"
variant="outline"
size="sm"
className="mt-4 w-full"
onClick={onDetectClick}
disabled={envelope.status !== DocumentStatus.DRAFT}
title={
envelope.status !== DocumentStatus.DRAFT
? _(msg`You can only detect fields in draft envelopes`)
: undefined
}
>
<SparklesIcon className="mr-2 -ml-1 h-4 w-4" />
<Trans>Detect with AI</Trans>
</Button>
<AiFieldDetectionDialog
open={isAiFieldDialogOpen}
onOpenChange={setIsAiFieldDialogOpen}
onComplete={onFieldDetectionComplete}
envelopeId={envelope.id}
teamId={envelope.teamId}
/>
<AiFeaturesEnableDialog
open={isAiEnableDialogOpen}
onOpenChange={setIsAiEnableDialogOpen}
onEnabled={onAiFeaturesEnabled}
/>
</>
)}
</section>
{/* Field details section. */}
<AnimateGenericFadeInOut key={editorFields.selectedField?.formId}>
{selectedField && (
<section>
<Separator className="my-4" />
{searchParams.get('devmode') && (
<>
<div className="px-4">
<h3 className="mb-3 font-semibold text-foreground text-sm">
<Trans>Developer Mode</Trans>
</h3>
<div className="space-y-2 rounded-md border border-border bg-muted/50 p-3 text-foreground text-sm">
{selectedField.id && (
<p>
<span className="min-w-12 text-muted-foreground">
<Trans>Field ID:</Trans>
</span>{' '}
{selectedField.id}
</p>
)}
<p>
<span className="min-w-12 text-muted-foreground">
<Trans>Recipient ID:</Trans>
</span>{' '}
{selectedField.recipientId}
</p>
<p>
<span className="min-w-12 text-muted-foreground">
<Trans>Pos X:</Trans>
</span>{' '}
{selectedField.positionX.toFixed(2)}
</p>
<p>
<span className="min-w-12 text-muted-foreground">
<Trans>Pos Y:</Trans>
</span>{' '}
{selectedField.positionY.toFixed(2)}
</p>
<p>
<span className="min-w-12 text-muted-foreground">
<Trans>Width:</Trans>
</span>{' '}
{selectedField.width.toFixed(2)}
</p>
<p>
<span className="min-w-12 text-muted-foreground">
<Trans>Height:</Trans>
</span>{' '}
{selectedField.height.toFixed(2)}
</p>
</div>
</div>
<Separator className="my-4" />
</>
)}
<div className="px-4 [&_label]:text-foreground/70 [&_label]:text-xs">
<h3 className="font-semibold text-sm">{_(FieldSettingsTypeTranslations[selectedField.type])}</h3>
{match(selectedField.type)
.with(FieldType.SIGNATURE, () => (
<EditorFieldSignatureForm
value={selectedField?.fieldMeta as TSignatureFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.CHECKBOX, () => (
<EditorFieldCheckboxForm
value={selectedField?.fieldMeta as TCheckboxFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.DATE, () => (
<EditorFieldDateForm
value={selectedField?.fieldMeta as TDateFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.DROPDOWN, () => (
<EditorFieldDropdownForm
value={selectedField?.fieldMeta as TDropdownFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.EMAIL, () => (
<EditorFieldEmailForm
value={selectedField?.fieldMeta as TEmailFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.INITIALS, () => (
<EditorFieldInitialsForm
value={selectedField?.fieldMeta as TInitialsFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.NAME, () => (
<EditorFieldNameForm
value={selectedField?.fieldMeta as TNameFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.NUMBER, () => (
<EditorFieldNumberForm
value={selectedField?.fieldMeta as TNumberFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.RADIO, () => (
<EditorFieldRadioForm
value={selectedField?.fieldMeta as TRadioFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.with(FieldType.TEXT, () => (
<EditorFieldTextForm
value={selectedField?.fieldMeta as TTextFieldMeta | undefined}
onValueChange={(value) => updateSelectedFieldMeta(value)}
/>
))
.otherwise(() => null)}
</div>
</section>
)}
</AnimateGenericFadeInOut>
</div>
)}
</div>
);
};