Files
documenso/apps/remix/app/components/embed/multisign/multi-sign-document-signing-view.tsx
David Nguyen 7f09ba72f4 feat: add envelopes (#2025)
This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
2025-10-14 21:56:36 +11:00

401 lines
15 KiB
TypeScript

import { useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { DocumentStatus, FieldType, SigningStatus } from '@prisma/client';
import { Loader, LucideChevronDown, LucideChevronUp, X } from 'lucide-react';
import { P, match } from 'ts-pattern';
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { trpc } from '@documenso/trpc/react';
import type {
TRemovedSignedFieldWithTokenMutationSchema,
TSignFieldWithTokenMutationSchema,
} from '@documenso/trpc/server/field-router/schema';
import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import PDFViewer from '@documenso/ui/primitives/pdf-viewer';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useRequiredDocumentSigningContext } from '../../general/document-signing/document-signing-provider';
import { DocumentSigningRejectDialog } from '../../general/document-signing/document-signing-reject-dialog';
import { EmbedDocumentFields } from '../embed-document-fields';
interface MultiSignDocumentSigningViewProps {
token: string;
recipientId: number;
onBack: () => void;
onDocumentCompleted?: (data: { token: string; documentId: number; recipientId: number }) => void;
onDocumentRejected?: (data: {
token: string;
documentId: number;
recipientId: number;
reason: string;
}) => void;
onDocumentError?: () => void;
onDocumentReady?: () => void;
isNameLocked?: boolean;
allowDocumentRejection?: boolean;
}
export const MultiSignDocumentSigningView = ({
token,
recipientId,
onBack,
onDocumentCompleted,
onDocumentRejected,
onDocumentError,
onDocumentReady,
isNameLocked = false,
allowDocumentRejection = false,
}: MultiSignDocumentSigningViewProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const { fullName, email, signature, setFullName, setSignature } =
useRequiredDocumentSigningContext();
const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
const [isExpanded, setIsExpanded] = useState(false);
const [isSubmitting, setIsSubmitting] = useState(false);
const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
const { data: document, isLoading } = trpc.embeddingPresign.getMultiSignDocument.useQuery(
{ token },
{
staleTime: 0,
},
);
const { mutateAsync: signFieldWithToken } = trpc.field.signFieldWithToken.useMutation();
const { mutateAsync: removeSignedFieldWithToken } =
trpc.field.removeSignedFieldWithToken.useMutation();
const { mutateAsync: completeDocumentWithToken } =
trpc.recipient.completeDocumentWithToken.useMutation();
const hasSignatureField = document?.fields.some((field) => field.type === FieldType.SIGNATURE);
const [pendingFields, completedFields] = [
document?.fields.filter((field) => field.recipient.signingStatus !== SigningStatus.SIGNED) ??
[],
document?.fields.filter((field) => field.recipient.signingStatus === SigningStatus.SIGNED) ??
[],
];
const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
const uninsertedFields = document?.fields.filter((field) => !field.inserted) ?? [];
const onSignField = async (payload: TSignFieldWithTokenMutationSchema) => {
try {
await signFieldWithToken(payload);
} catch (err) {
const error = AppError.parseError(err);
if (error.code === AppErrorCode.UNAUTHORIZED) {
throw error;
}
console.error(err);
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while signing the document.`),
variant: 'destructive',
});
}
};
const onUnsignField = async (payload: TRemovedSignedFieldWithTokenMutationSchema) => {
try {
await removeSignedFieldWithToken(payload);
} catch (err) {
const error = AppError.parseError(err);
if (error.code === AppErrorCode.UNAUTHORIZED) {
throw error;
}
console.error(err);
}
};
const onDocumentComplete = async () => {
try {
setIsSubmitting(true);
await completeDocumentWithToken({
documentId: document!.id,
token,
});
onBack();
onDocumentCompleted?.({
token,
documentId: document!.id,
recipientId,
});
} catch (err) {
onDocumentError?.();
toast({
title: 'Error',
description: 'Failed to complete the document. Please try again.',
variant: 'destructive',
});
} finally {
setIsSubmitting(false);
}
};
const onNextFieldClick = () => {
setShowPendingFieldTooltip(true);
setIsExpanded(false);
};
const onRejected = (reason: string) => {
if (onDocumentRejected && document) {
onDocumentRejected({
token,
documentId: document.id,
recipientId,
reason,
});
}
};
return (
<div className="bg-background min-h-screen overflow-hidden">
<div id="document-field-portal-root" className="relative h-full w-full overflow-y-auto p-8">
{match({ isLoading, document })
.with({ isLoading: true }, () => (
<div className="flex min-h-[400px] w-full items-center justify-center">
<div className="flex flex-col items-center gap-4">
<Loader className="text-primary h-8 w-8 animate-spin" />
<p className="text-muted-foreground text-sm">
<Trans>Loading document...</Trans>
</p>
</div>
</div>
))
.with({ isLoading: false, document: undefined }, () => (
<div className="flex min-h-[400px] w-full items-center justify-center">
<p className="text-muted-foreground text-sm">
<Trans>Failed to load document</Trans>
</p>
</div>
))
.with({ document: P.nonNullable }, ({ document }) => (
<>
<div className="mx-auto flex w-full max-w-screen-xl items-baseline justify-between">
<div className="flex items-center gap-4">
<h1 className="text-2xl font-semibold">{document.title}</h1>
</div>
<Button variant="ghost" size="sm" onClick={onBack} className="p-2">
<X className="h-5 w-5" />
</Button>
</div>
{allowDocumentRejection && (
<div className="embed--Actions mb-4 mt-8 flex w-full flex-row-reverse items-baseline justify-between">
<DocumentSigningRejectDialog
documentId={document.id}
token={token}
onRejected={onRejected}
/>
</div>
)}
<div className="embed--DocumentContainer relative mx-auto mt-8 flex w-full max-w-screen-xl flex-col gap-x-6 gap-y-12 md:flex-row">
<div
className={cn('embed--DocumentViewer flex-1', {
'md:mx-auto md:max-w-2xl': document.status === DocumentStatus.COMPLETED,
})}
>
<PDFViewer
documentData={document.documentData}
onDocumentLoad={() => {
setHasDocumentLoaded(true);
onDocumentReady?.();
}}
/>
</div>
{/* Widget */}
{document.status !== DocumentStatus.COMPLETED && (
<div
key={isExpanded ? 'expanded' : 'collapsed'}
className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:bottom-[unset] md:top-0 md:z-auto md:w-[350px] md:px-0"
data-expanded={isExpanded || undefined}
>
<div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
{/* Header */}
<div className="embed--DocumentWidgetHeader">
<div className="flex items-center justify-between gap-x-2">
<h3 className="text-foreground text-xl font-semibold md:text-2xl">
<Trans>Sign document</Trans>
</h3>
<Button variant="outline" className="h-8 w-8 p-0 md:hidden">
{isExpanded ? (
<LucideChevronDown
className="text-muted-foreground h-5 w-5"
onClick={() => setIsExpanded(false)}
/>
) : (
<LucideChevronUp
className="text-muted-foreground h-5 w-5"
onClick={() => setIsExpanded(true)}
/>
)}
</Button>
</div>
</div>
<div className="embed--DocumentWidgetContent hidden group-data-[expanded]/document-widget:block md:block">
<p className="text-muted-foreground mt-2 text-sm">
<Trans>Sign the document to complete the process.</Trans>
</p>
<hr className="border-border mb-8 mt-4" />
</div>
{/* Form */}
<div className="embed--DocumentWidgetForm -mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
<div className="flex flex-1 flex-col gap-y-4">
{
<>
<div>
<Label htmlFor="full-name">
<Trans>Full Name</Trans>
</Label>
<Input
type="text"
id="full-name"
className="bg-background mt-2"
disabled={isNameLocked}
value={fullName}
onChange={(e) => !isNameLocked && setFullName(e.target.value)}
/>
</div>
<div>
<Label htmlFor="email">
<Trans>Email</Trans>
</Label>
<Input
type="email"
id="email"
className="bg-background mt-2"
value={email}
disabled
/>
</div>
{hasSignatureField && (
<div>
<Label htmlFor="Signature">
<Trans>Signature</Trans>
</Label>
<SignaturePadDialog
className="mt-2"
disabled={isSubmitting}
disableAnimation
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={
document.documentMeta?.typedSignatureEnabled
}
uploadSignatureEnabled={
document.documentMeta?.uploadSignatureEnabled
}
drawSignatureEnabled={
document.documentMeta?.drawSignatureEnabled
}
/>
</div>
)}
</>
}
</div>
</div>
<div className="hidden flex-1 group-data-[expanded]/document-widget:block md:block" />
<div className="embed--DocumentWidgetFooter mt-4 hidden w-full grid-cols-2 items-center group-data-[expanded]/document-widget:grid md:grid">
{uninsertedFields.length > 0 ? (
<Button className="col-start-2" onClick={onNextFieldClick}>
<Trans>Next</Trans>
</Button>
) : (
<Button
className="col-span-2"
loading={isSubmitting}
onClick={onDocumentComplete}
>
<Trans>Complete</Trans>
</Button>
)}
</div>
</div>
</div>
)}
</div>
{hasDocumentLoaded && (
<ElementVisible
target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
>
{showPendingFieldTooltip && pendingFields.length > 0 && (
<FieldToolTip
key={pendingFields[0].id}
field={pendingFields[0]}
color="warning"
>
<Trans>Click to insert field</Trans>
</FieldToolTip>
)}
</ElementVisible>
)}
{/* Fields */}
{hasDocumentLoaded && (
<EmbedDocumentFields
fields={pendingFields}
metadata={document.documentMeta}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
)}
{/* Completed fields */}
{document.status !== DocumentStatus.COMPLETED && (
<DocumentReadOnlyFields
documentMeta={document.documentMeta ?? undefined}
fields={completedFields}
/>
)}
</>
))
.otherwise(() => null)}
</div>
</div>
);
};