Files
documenso/packages/ui/primitives/template-flow/add-template-fields.tsx
Catalin Pit 77da7847d9 fix: template with empty advanced fields (#1339)
Templates can be created and sent with advanced fields that have empty
values. That will cause an error when the user tries to sign the
document.

For example, you can create a template with a checkbox field and save
it. Then, you can click the "Use template" button and send the document
by clicking "Send document." However, this shouldn't be possible if the
advanced field doesn't have any values.
2024-09-10 16:23:16 +10:00

862 lines
31 KiB
TypeScript

'use client';
import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
import { Caveat } from 'next/font/google';
import { Trans, msg } from '@lingui/macro';
import {
CalendarDays,
CheckSquare,
ChevronDown,
ChevronsUpDown,
Contact,
Disc,
Hash,
Mail,
Type,
User,
} from 'lucide-react';
import { useFieldArray, useForm } from 'react-hook-form';
import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
import { RECIPIENT_ROLES_DESCRIPTION_ENG } from '@documenso/lib/constants/recipient-roles';
import {
type TFieldMetaSchema as FieldMeta,
ZFieldMetaSchema,
} from '@documenso/lib/types/field-meta';
import { nanoid } from '@documenso/lib/universal/id';
import type { Field, Recipient } from '@documenso/prisma/client';
import { FieldType, RecipientRole } from '@documenso/prisma/client';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import {
Command,
CommandEmpty,
CommandGroup,
CommandInput,
CommandItem,
} from '@documenso/ui/primitives/command';
import {
DocumentFlowFormContainerActions,
DocumentFlowFormContainerContent,
DocumentFlowFormContainerFooter,
DocumentFlowFormContainerHeader,
DocumentFlowFormContainerStep,
} from '@documenso/ui/primitives/document-flow/document-flow-root';
import { FieldItem } from '@documenso/ui/primitives/document-flow/field-item';
import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
import { getSignerColorStyles, useSignerColors } from '../../lib/signer-colors';
import type { FieldFormType } from '../document-flow/add-fields';
import { FieldAdvancedSettings } from '../document-flow/field-item-advanced-settings';
import { useStep } from '../stepper';
import type { TAddTemplateFieldsFormSchema } from './add-template-fields.types';
const fontCaveat = Caveat({
weight: ['500'],
subsets: ['latin'],
display: 'swap',
variable: '--font-caveat',
});
const MIN_HEIGHT_PX = 40;
const MIN_WIDTH_PX = 140;
export type AddTemplateFieldsFormProps = {
documentFlow: DocumentFlowStep;
hideRecipients?: boolean;
recipients: Recipient[];
fields: Field[];
onSubmit: (_data: TAddTemplateFieldsFormSchema) => void;
teamId?: number;
};
export const AddTemplateFieldsFormPartial = ({
documentFlow,
hideRecipients = false,
recipients,
fields,
onSubmit,
teamId,
}: AddTemplateFieldsFormProps) => {
const { isWithinPageBounds, getFieldPosition, getPage } = useDocumentElement();
const { currentStep, totalSteps, previousStep } = useStep();
const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
const [currentField, setCurrentField] = useState<FieldFormType>();
const {
control,
handleSubmit,
formState: { isSubmitting },
setValue,
getValues,
} = useForm<TAddTemplateFieldsFormSchema>({
defaultValues: {
fields: fields.map((field) => ({
nativeId: field.id,
formId: `${field.id}-${field.templateId}`,
pageNumber: field.page,
type: field.type,
pageX: Number(field.positionX),
pageY: Number(field.positionY),
pageWidth: Number(field.width),
pageHeight: Number(field.height),
signerId: field.recipientId ?? -1,
signerEmail:
recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
signerToken:
recipients.find((recipient) => recipient.id === field.recipientId)?.token ?? '',
fieldMeta: field.fieldMeta ? ZFieldMetaSchema.parse(field.fieldMeta) : undefined,
})),
},
});
const onFormSubmit = handleSubmit(onSubmit);
const handleSavedFieldSettings = (fieldState: FieldMeta) => {
const initialValues = getValues();
const updatedFields = initialValues.fields.map((field) => {
if (field.formId === currentField?.formId) {
const parsedFieldMeta = ZFieldMetaSchema.parse(fieldState);
return {
...field,
fieldMeta: parsedFieldMeta,
};
}
return field;
});
setValue('fields', updatedFields);
};
const {
append,
remove,
update,
fields: localFields,
} = useFieldArray({
control,
name: 'fields',
});
const [selectedField, setSelectedField] = useState<FieldType | null>(null);
const [selectedSigner, setSelectedSigner] = useState<Recipient | null>(null);
const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
const selectedSignerIndex = recipients.findIndex((r) => r.id === selectedSigner?.id);
const selectedSignerStyles = useSignerColors(
selectedSignerIndex === -1 ? 0 : selectedSignerIndex,
);
const filterFieldsWithEmptyValues = (fields: typeof localFields, fieldType: string) =>
fields
.filter((field) => field.type === fieldType)
.filter((field) => {
if (field.fieldMeta && 'values' in field.fieldMeta) {
return field.fieldMeta.values?.length === 0;
}
return true;
});
const emptyCheckboxFields = useMemo(
() => filterFieldsWithEmptyValues(localFields, FieldType.CHECKBOX),
// eslint-disable-next-line react-hooks/exhaustive-deps
[localFields],
);
const emptyRadioFields = useMemo(
() => filterFieldsWithEmptyValues(localFields, FieldType.RADIO),
// eslint-disable-next-line react-hooks/exhaustive-deps
[localFields],
);
const emptySelectFields = useMemo(
() => filterFieldsWithEmptyValues(localFields, FieldType.DROPDOWN),
// eslint-disable-next-line react-hooks/exhaustive-deps
[localFields],
);
const hasErrors =
emptyCheckboxFields.length > 0 || emptyRadioFields.length > 0 || emptySelectFields.length > 0;
const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
const [coords, setCoords] = useState({
x: 0,
y: 0,
});
const fieldBounds = useRef({
height: 0,
width: 0,
});
const onMouseMove = useCallback(
(event: MouseEvent) => {
setIsFieldWithinBounds(
isWithinPageBounds(
event,
PDF_VIEWER_PAGE_SELECTOR,
fieldBounds.current.width,
fieldBounds.current.height,
),
);
setCoords({
x: event.clientX - fieldBounds.current.width / 2,
y: event.clientY - fieldBounds.current.height / 2,
});
},
[isWithinPageBounds],
);
const onMouseClick = useCallback(
(event: MouseEvent) => {
if (!selectedField || !selectedSigner) {
return;
}
const $page = getPage(event, PDF_VIEWER_PAGE_SELECTOR);
if (
!$page ||
!isWithinPageBounds(
event,
PDF_VIEWER_PAGE_SELECTOR,
fieldBounds.current.width,
fieldBounds.current.height,
)
) {
setSelectedField(null);
return;
}
const { top, left, height, width } = getBoundingClientRect($page);
const pageNumber = parseInt($page.getAttribute('data-page-number') ?? '1', 10);
// Calculate x and y as a percentage of the page width and height
let pageX = ((event.pageX - left) / width) * 100;
let pageY = ((event.pageY - top) / height) * 100;
// Get the bounds as a percentage of the page width and height
const fieldPageWidth = (fieldBounds.current.width / width) * 100;
const fieldPageHeight = (fieldBounds.current.height / height) * 100;
// And center it based on the bounds
pageX -= fieldPageWidth / 2;
pageY -= fieldPageHeight / 2;
append({
formId: nanoid(12),
type: selectedField,
pageNumber,
pageX,
pageY,
pageWidth: fieldPageWidth,
pageHeight: fieldPageHeight,
signerEmail: selectedSigner.email,
signerId: selectedSigner.id,
signerToken: selectedSigner.token ?? '',
fieldMeta: undefined,
});
setIsFieldWithinBounds(false);
setSelectedField(null);
},
[append, isWithinPageBounds, selectedField, selectedSigner, getPage],
);
const onFieldResize = useCallback(
(node: HTMLElement, index: number) => {
const field = localFields[index];
const $page = window.document.querySelector<HTMLElement>(
`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
);
if (!$page) {
return;
}
const {
x: pageX,
y: pageY,
width: pageWidth,
height: pageHeight,
} = getFieldPosition($page, node);
update(index, {
...field,
pageX,
pageY,
pageWidth,
pageHeight,
});
},
[getFieldPosition, localFields, update],
);
const onFieldMove = useCallback(
(node: HTMLElement, index: number) => {
const field = localFields[index];
const $page = window.document.querySelector<HTMLElement>(
`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${field.pageNumber}"]`,
);
if (!$page) {
return;
}
const { x: pageX, y: pageY } = getFieldPosition($page, node);
update(index, {
...field,
pageX,
pageY,
});
},
[getFieldPosition, localFields, update],
);
useEffect(() => {
if (selectedField) {
window.addEventListener('mousemove', onMouseMove);
window.addEventListener('mouseup', onMouseClick);
}
return () => {
window.removeEventListener('mousemove', onMouseMove);
window.removeEventListener('mouseup', onMouseClick);
};
}, [onMouseClick, onMouseMove, selectedField]);
useEffect(() => {
const observer = new MutationObserver((_mutations) => {
const $page = document.querySelector(PDF_VIEWER_PAGE_SELECTOR);
if (!$page) {
return;
}
fieldBounds.current = {
height: Math.max(MIN_HEIGHT_PX),
width: Math.max(MIN_WIDTH_PX),
};
});
observer.observe(document.body, {
childList: true,
subtree: true,
});
return () => {
observer.disconnect();
};
}, []);
useEffect(() => {
setSelectedSigner(recipients[0]);
}, [recipients]);
const recipientsByRole = useMemo(() => {
const recipientsByRole: Record<RecipientRole, Recipient[]> = {
CC: [],
VIEWER: [],
SIGNER: [],
APPROVER: [],
};
recipients.forEach((recipient) => {
recipientsByRole[recipient.role].push(recipient);
});
return recipientsByRole;
}, [recipients]);
const recipientsByRoleToDisplay = useMemo(() => {
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
return (Object.entries(recipientsByRole) as [RecipientRole, Recipient[]][]).filter(
([role]) => role !== RecipientRole.CC && role !== RecipientRole.VIEWER,
);
}, [recipientsByRole]);
const handleAdvancedSettings = () => {
setShowAdvancedSettings((prev) => !prev);
};
return (
<>
{showAdvancedSettings && currentField ? (
<FieldAdvancedSettings
title={msg`Advanced settings`}
description={msg`Configure the ${FRIENDLY_FIELD_TYPE[currentField.type]} field`}
field={currentField}
fields={localFields}
onAdvancedSettings={handleAdvancedSettings}
onSave={handleSavedFieldSettings}
teamId={teamId}
/>
) : (
<>
<DocumentFlowFormContainerHeader
title={documentFlow.title}
description={documentFlow.description}
/>
<DocumentFlowFormContainerContent>
<div className="flex flex-col">
{selectedField && (
<div
className={cn(
'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white transition duration-200',
selectedSignerStyles.default.base,
{
'-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
'dark:text-black/60': isFieldWithinBounds,
},
)}
style={{
top: coords.y,
left: coords.x,
height: fieldBounds.current.height,
width: fieldBounds.current.width,
}}
>
{FRIENDLY_FIELD_TYPE[selectedField]}
</div>
)}
{localFields.map((field, index) => {
const recipientIndex = recipients.findIndex((r) => r.email === field.signerEmail);
return (
<FieldItem
key={index}
recipientIndex={recipientIndex === -1 ? 0 : recipientIndex}
field={field}
disabled={selectedSigner?.email !== field.signerEmail}
minHeight={fieldBounds.current.height}
minWidth={fieldBounds.current.width}
passive={isFieldWithinBounds && !!selectedField}
onResize={(options) => onFieldResize(options, index)}
onMove={(options) => onFieldMove(options, index)}
onRemove={() => remove(index)}
onAdvancedSettings={() => {
setCurrentField(field);
handleAdvancedSettings();
}}
hideRecipients={hideRecipients}
/>
);
})}
{!hideRecipients && (
<Popover open={showRecipientsSelector} onOpenChange={setShowRecipientsSelector}>
<PopoverTrigger asChild>
<Button
type="button"
variant="outline"
role="combobox"
className={cn(
'bg-background text-muted-foreground hover:text-foreground mb-12 mt-2 justify-between font-normal',
selectedSignerStyles.default.base,
)}
>
{selectedSigner?.email && (
<span className="flex-1 truncate text-left">
{selectedSigner?.name} ({selectedSigner?.email})
</span>
)}
{!selectedSigner?.email && (
<span className="gradie flex-1 truncate text-left">
{selectedSigner?.email}
</span>
)}
<ChevronsUpDown className="ml-2 h-4 w-4" />
</Button>
</PopoverTrigger>
<PopoverContent className="p-0" align="start">
<Command value={selectedSigner?.email}>
<CommandInput />
<CommandEmpty>
<span className="text-muted-foreground inline-block px-4">
<Trans>No recipient matching this description was found.</Trans>
</span>
</CommandEmpty>
{recipientsByRoleToDisplay.map(([role, roleRecipients], roleIndex) => (
<CommandGroup key={roleIndex}>
<div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
{/* Todo: Translations - Add plural translations. */}
{`${RECIPIENT_ROLES_DESCRIPTION_ENG[role].roleName}s`}
</div>
{roleRecipients.length === 0 && (
<div
key={`${role}-empty`}
className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
>
<Trans>No recipients with this role</Trans>
</div>
)}
{roleRecipients.map((recipient) => (
<CommandItem
key={recipient.id}
className={cn(
'px-2 last:mb-1 [&:not(:first-child)]:mt-1',
getSignerColorStyles(
Math.max(
recipients.findIndex((r) => r.id === recipient.id),
0,
),
).default.comboxBoxItem,
)}
onSelect={() => {
setSelectedSigner(recipient);
setShowRecipientsSelector(false);
}}
>
<span
className={cn('text-foreground/70 truncate', {
'text-foreground/80': recipient === selectedSigner,
})}
>
{recipient.name && (
<span title={`${recipient.name} (${recipient.email})`}>
{recipient.name} ({recipient.email})
</span>
)}
{!recipient.name && (
<span title={recipient.email}>{recipient.email}</span>
)}
</span>
</CommandItem>
))}
</CommandGroup>
))}
</Command>
</PopoverContent>
</Popover>
)}
<div className="-mx-2 flex-1 overflow-y-auto px-2">
<fieldset className="my-2 grid grid-cols-3 gap-4">
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.SIGNATURE)}
onMouseDown={() => setSelectedField(FieldType.SIGNATURE)}
data-selected={selectedField === FieldType.SIGNATURE ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-lg font-normal',
fontCaveat.className,
)}
>
<Trans>Signature</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.INITIALS)}
onMouseDown={() => setSelectedField(FieldType.INITIALS)}
data-selected={selectedField === FieldType.INITIALS ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="flex flex-col items-center justify-center px-6 py-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<Contact className="h-4 w-4" />
Initials
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.EMAIL)}
onMouseDown={() => setSelectedField(FieldType.EMAIL)}
data-selected={selectedField === FieldType.EMAIL ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<Mail className="h-4 w-4" />
<Trans>Email</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.NAME)}
onMouseDown={() => setSelectedField(FieldType.NAME)}
data-selected={selectedField === FieldType.NAME ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<User className="h-4 w-4" />
<Trans>Name</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.DATE)}
onMouseDown={() => setSelectedField(FieldType.DATE)}
data-selected={selectedField === FieldType.DATE ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<CalendarDays className="h-4 w-4" />
<Trans>Date</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.TEXT)}
onMouseDown={() => setSelectedField(FieldType.TEXT)}
data-selected={selectedField === FieldType.TEXT ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<Type className="h-4 w-4" />
<Trans>Text</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.NUMBER)}
onMouseDown={() => setSelectedField(FieldType.NUMBER)}
data-selected={selectedField === FieldType.NUMBER ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<Hash className="h-4 w-4" />
<Trans>Number</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.RADIO)}
onMouseDown={() => setSelectedField(FieldType.RADIO)}
data-selected={selectedField === FieldType.RADIO ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<Disc className="h-4 w-4" />
<Trans>Radio</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.CHECKBOX)}
onMouseDown={() => setSelectedField(FieldType.CHECKBOX)}
data-selected={selectedField === FieldType.CHECKBOX ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<CheckSquare className="h-4 w-4" />
<Trans>Checkbox</Trans>
</p>
</CardContent>
</Card>
</button>
<button
type="button"
className="group h-full w-full"
onClick={() => setSelectedField(FieldType.DROPDOWN)}
onMouseDown={() => setSelectedField(FieldType.DROPDOWN)}
data-selected={selectedField === FieldType.DROPDOWN ? true : undefined}
>
<Card
className={cn(
'flex h-full w-full cursor-pointer items-center justify-center group-disabled:opacity-50',
// selectedSignerStyles.borderClass,
)}
>
<CardContent className="p-4">
<p
className={cn(
'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
)}
>
<ChevronDown className="h-4 w-4" />
<Trans>Dropdown</Trans>
</p>
</CardContent>
</Card>
</button>
</fieldset>
</div>
</div>
</DocumentFlowFormContainerContent>
{hasErrors && (
<div className="mt-4">
<ul>
<li className="text-sm text-red-500">
<Trans>
To proceed further, please set at least one value for the{' '}
{emptyCheckboxFields.length > 0
? 'Checkbox'
: emptyRadioFields.length > 0
? 'Radio'
: 'Select'}{' '}
field.
</Trans>
</li>
</ul>
</div>
)}
<DocumentFlowFormContainerFooter>
<DocumentFlowFormContainerStep step={currentStep} maxStep={totalSteps} />
<DocumentFlowFormContainerActions
loading={isSubmitting}
disabled={isSubmitting}
goNextLabel={msg`Save Template`}
disableNextStep={hasErrors}
onGoBackClick={() => {
previousStep();
remove();
}}
onGoNextClick={() => void onFormSubmit()}
/>
</DocumentFlowFormContainerFooter>
</>
)}
</>
);
};