Files
documenso/apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx
Mythie 9d83bda12c fix: standardise checkboxes
Checkboxes were previously styled super wonky due to
the usage of checkboxClassName which styled the checkbox
trigger.

This change reverts all that and leaves it with sensible defaults
across dark and light mode.
2024-12-31 11:55:49 +11:00

409 lines
14 KiB
TypeScript

'use client';
import { useEffect, useState } from 'react';
import { useRouter } from 'next/navigation';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, msg } from '@lingui/macro';
import { useLingui } from '@lingui/react';
import { InfoIcon, Plus } from 'lucide-react';
import { useFieldArray, useForm } from 'react-hook-form';
import * as z from 'zod';
import {
TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
} from '@documenso/lib/constants/template';
import { AppError } from '@documenso/lib/errors/app-error';
import type { Recipient } from '@documenso/prisma/client';
import { DocumentDistributionMethod, DocumentSigningOrder } from '@documenso/prisma/client';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
Dialog,
DialogClose,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import { Input } from '@documenso/ui/primitives/input';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import type { Toast } from '@documenso/ui/primitives/use-toast';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useOptionalCurrentTeam } from '~/providers/team';
const ZAddRecipientsForNewDocumentSchema = z
.object({
distributeDocument: z.boolean(),
recipients: z.array(
z.object({
id: z.number(),
email: z.string().email(),
name: z.string(),
signingOrder: z.number().optional(),
}),
),
})
// Display exactly which rows are duplicates.
.superRefine((items, ctx) => {
const uniqueEmails = new Map<string, number>();
for (const [index, recipients] of items.recipients.entries()) {
const email = recipients.email.toLowerCase();
const firstFoundIndex = uniqueEmails.get(email);
if (firstFoundIndex === undefined) {
uniqueEmails.set(email, index);
continue;
}
ctx.addIssue({
code: z.ZodIssueCode.custom,
message: 'Emails must be unique',
path: ['recipients', index, 'email'],
});
ctx.addIssue({
code: z.ZodIssueCode.custom,
message: 'Emails must be unique',
path: ['recipients', firstFoundIndex, 'email'],
});
}
});
type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
export type UseTemplateDialogProps = {
templateId: number;
templateSigningOrder?: DocumentSigningOrder | null;
recipients: Recipient[];
documentDistributionMethod?: DocumentDistributionMethod;
documentRootPath: string;
trigger?: React.ReactNode;
};
export function UseTemplateDialog({
recipients,
documentDistributionMethod = DocumentDistributionMethod.EMAIL,
documentRootPath,
templateId,
templateSigningOrder,
trigger,
}: UseTemplateDialogProps) {
const router = useRouter();
const { toast } = useToast();
const { _ } = useLingui();
const [open, setOpen] = useState(false);
const team = useOptionalCurrentTeam();
const form = useForm<TAddRecipientsForNewDocumentSchema>({
resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
defaultValues: {
distributeDocument: false,
recipients: recipients
.sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
.map((recipient) => {
const isRecipientEmailPlaceholder = recipient.email.match(
TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
);
const isRecipientNamePlaceholder = recipient.name.match(
TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
);
return {
id: recipient.id,
name: !isRecipientNamePlaceholder ? recipient.name : '',
email: !isRecipientEmailPlaceholder ? recipient.email : '',
signingOrder: recipient.signingOrder ?? undefined,
};
}),
},
});
const { mutateAsync: createDocumentFromTemplate } =
trpc.template.createDocumentFromTemplate.useMutation();
const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
try {
const { id } = await createDocumentFromTemplate({
templateId,
teamId: team?.id,
recipients: data.recipients,
distributeDocument: data.distributeDocument,
});
toast({
title: _(msg`Document created`),
description: _(msg`Your document has been created from the template successfully.`),
duration: 5000,
});
let documentPath = `${documentRootPath}/${id}`;
if (
data.distributeDocument &&
documentDistributionMethod === DocumentDistributionMethod.NONE
) {
documentPath += '?action=view-signing-links';
}
router.push(documentPath);
} catch (err) {
const error = AppError.parseError(err);
const toastPayload: Toast = {
title: _(msg`Error`),
description: _(msg`An error occurred while creating document from template.`),
variant: 'destructive',
};
if (error.code === 'DOCUMENT_SEND_FAILED') {
toastPayload.description = _(
msg`The document was created but could not be sent to recipients.`,
);
}
toast(toastPayload);
}
};
const { fields: formRecipients } = useFieldArray({
control: form.control,
name: 'recipients',
});
useEffect(() => {
if (!open) {
form.reset();
}
}, [open, form]);
return (
<Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
<DialogTrigger asChild>
{trigger || (
<Button variant="outline" className="bg-background">
<Plus className="-ml-1 mr-2 h-4 w-4" />
<Trans>Use Template</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent className="sm:max-w-lg">
<DialogHeader>
<DialogTitle>
<Trans>Create document from template</Trans>
</DialogTitle>
<DialogDescription>
{recipients.length === 0 ? (
<Trans>A draft document will be created</Trans>
) : (
<Trans>Add the recipients to create the document with</Trans>
)}
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)}>
<fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
<div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
{formRecipients.map((recipient, index) => (
<div className="flex w-full flex-row space-x-4" key={recipient.id}>
{templateSigningOrder === DocumentSigningOrder.SEQUENTIAL && (
<FormField
control={form.control}
name={`recipients.${index}.signingOrder`}
render={({ field }) => (
<FormItem
className={cn('w-20', {
'mt-8': index === 0,
})}
>
<FormControl>
<Input
{...field}
disabled
className="items-center justify-center"
value={
field.value?.toString() ||
recipients[index]?.signingOrder?.toString()
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name={`recipients.${index}.email`}
render={({ field }) => (
<FormItem className="w-full">
{index === 0 && (
<FormLabel required>
<Trans>Email</Trans>
</FormLabel>
)}
<FormControl>
<Input
{...field}
placeholder={recipients[index].email || _(msg`Email`)}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name={`recipients.${index}.name`}
render={({ field }) => (
<FormItem className="w-full">
{index === 0 && (
<FormLabel>
<Trans>Name</Trans>
</FormLabel>
)}
<FormControl>
<Input
{...field}
placeholder={recipients[index].name || _(msg`Name`)}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
))}
</div>
{recipients.length > 0 && (
<div className="mt-4 flex flex-row items-center">
<FormField
control={form.control}
name="distributeDocument"
render={({ field }) => (
<FormItem>
<div className="flex flex-row items-center">
<Checkbox
id="distributeDocument"
className="h-5 w-5"
checked={field.value}
onCheckedChange={field.onChange}
/>
{documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="distributeDocument"
>
<Trans>Send document</Trans>
<Tooltip>
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<p>
<Trans>
The document will be immediately sent to recipients if this is
checked.
</Trans>
</p>
<p>
<Trans>
Otherwise, the document will be created as a draft.
</Trans>
</p>
</TooltipContent>
</Tooltip>
</label>
)}
{documentDistributionMethod === DocumentDistributionMethod.NONE && (
<label
className="text-muted-foreground ml-2 flex items-center text-sm"
htmlFor="distributeDocument"
>
<Trans>Create as pending</Trans>
<Tooltip>
<TooltipTrigger type="button">
<InfoIcon className="mx-1 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
<p>
<Trans>Create the document as pending and ready to sign.</Trans>
</p>
<p>
<Trans>We won't send anything to notify recipients.</Trans>
</p>
<p className="mt-2">
<Trans>
We will generate signing links for you, which you can send to
the recipients through your method of choice.
</Trans>
</p>
</TooltipContent>
</Tooltip>
</label>
)}
</div>
</FormItem>
)}
/>
</div>
)}
<DialogFooter>
<DialogClose asChild>
<Button type="button" variant="secondary">
<Trans>Close</Trans>
</Button>
</DialogClose>
<Button type="submit" loading={form.formState.isSubmitting}>
{!form.getValues('distributeDocument') ? (
<Trans>Create as draft</Trans>
) : documentDistributionMethod === DocumentDistributionMethod.EMAIL ? (
<Trans>Create and send</Trans>
) : (
<Trans>Create signing links</Trans>
)}
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
}