Files
documenso/apps/remix/app/components/embed/embed-document-signing-page-v1.tsx
T
Catalin Pit a39e034876 feat: hide the reject option when the document disallows rejection
Hides the reject dialog on the V2 signing page sidebar and mobile menu,
the embed V1 signing page and the multi-sign embed view when the
document's allowDocumentRejection is false. In embeds the reject option
is shown only when both the embed's allowDocumentRejection option and
the document setting allow it, and the embed V1 footer layout follows the
same condition. Exposes the field in the multi-sign document response so
the embed view can read it.

Documents the relationship between the embed's allowDocumentRejection
option and the document setting in the iframe and embedded editor docs,
and in the API description of the field.

Part of #2561
2026-09-14 16:45:27 +03:00

547 lines
21 KiB
TypeScript

import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
import { AppError } from '@documenso/lib/errors/app-error';
import { ZSignDocumentEmbedDataSchema } from '@documenso/lib/types/embed-document-sign-schema';
import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
import { dynamicActivate } from '@documenso/lib/utils/i18n';
import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
import { trpc } from '@documenso/trpc/react';
import {
type DocumentField,
DocumentReadOnlyFields,
} from '@documenso/ui/components/document/document-read-only-fields';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
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 { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import type { DocumentMeta, EnvelopeItem } from '@prisma/client';
import { type Field, RecipientRole, SigningStatus } from '@prisma/client';
import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
import { BrandingLogo } from '~/components/general/branding-logo';
import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
import { injectCss } from '~/utils/css-vars';
import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
import { EmbedClientLoading } from './embed-client-loading';
import { EmbedDocumentCompleted } from './embed-document-completed';
import { EmbedDocumentFields } from './embed-document-fields';
import { EmbedDocumentRejected } from './embed-document-rejected';
export type EmbedSignDocumentV1ClientPageProps = {
token: string;
documentId: number;
envelopeId: string;
envelopeItems: (Pick<EnvelopeItem, 'id' | 'envelopeId'> & { documentData: { id: string } })[];
recipient: RecipientWithFields;
fields: Field[];
completedFields: DocumentField[];
metadata?: DocumentMeta | null;
isCompleted?: boolean;
hidePoweredBy?: boolean;
allowWhitelabelling?: boolean;
allRecipients?: RecipientWithFields[];
};
export const EmbedSignDocumentV1ClientPage = ({
token,
documentId,
envelopeId,
envelopeItems,
recipient,
fields,
completedFields,
metadata,
isCompleted,
hidePoweredBy = false,
allowWhitelabelling = false,
allRecipients = [],
}: EmbedSignDocumentV1ClientPageProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const analytics = useAnalytics();
const { fullName, email, signature, setFullName, setEmail, setSignature } = useRequiredDocumentSigningContext();
const [hasFinishedInit, setHasFinishedInit] = useState(false);
const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
const [hasCompletedDocument, setHasCompletedDocument] = useState(isCompleted);
const [hasRejectedDocument, setHasRejectedDocument] = useState(recipient.signingStatus === SigningStatus.REJECTED);
const [selectedSignerId, setSelectedSignerId] = useState<number | null>(
allRecipients.length > 0 ? allRecipients[0].id : null,
);
const [isExpanded, setIsExpanded] = useState(false);
const [isNameLocked, setIsNameLocked] = useState(false);
const [isEmailLocked, setIsEmailLocked] = useState(!!email);
const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
const [_showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] = useState(false);
const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
// Both the embed host and the document settings must allow rejection.
const isDocumentRejectionAllowed = allowDocumentRejection && (metadata?.allowDocumentRejection ?? true);
const selectedSigner = allRecipients.find((r) => r.id === selectedSignerId);
const isAssistantMode = recipient.role === RecipientRole.ASSISTANT;
const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
const [pendingFields, _completedFields] = [
sortFieldsByPosition(
fields.filter((field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field)),
),
fields.filter((field) => field.inserted),
];
const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
trpc.recipient.completeDocumentWithToken.useMutation();
const fieldsRequiringValidation = useMemo(() => fields.filter(isFieldUnsignedAndRequired), [fields]);
const hasSignatureField = fields.some((field) => isSignatureFieldType(field.type));
const signatureValid = !hasSignatureField || (signature && signature.trim() !== '');
const assistantSignersId = useId();
const onNextFieldClick = () => {
validateFieldsInserted(fieldsRequiringValidation);
setShowPendingFieldTooltip(true);
setIsExpanded(false);
};
const onCompleteClick = async () => {
try {
const valid = validateFieldsInserted(fieldsRequiringValidation);
if (!valid) {
setShowPendingFieldTooltip(true);
return;
}
await completeDocumentWithToken({
documentId,
token,
});
if (window.parent) {
window.parent.postMessage(
{
action: 'document-completed',
data: {
token,
documentId,
recipientId: recipient.id,
},
},
'*',
);
}
setHasCompletedDocument(true);
} catch (err) {
analytics.captureException(err, {
source: 'embed',
location: 'complete_document',
recipientId: recipient.id,
documentId,
envelopeId,
});
if (window.parent) {
window.parent.postMessage(
{
action: 'document-error',
data: null,
},
'*',
);
}
const error = AppError.parseError(err);
const toastMessage = getSigningCompletionErrorMessage(error.code);
toast({
title: _(toastMessage.title),
description: _(toastMessage.description),
variant: 'destructive',
});
}
};
const onDocumentRejected = (reason: string) => {
if (window.parent) {
window.parent.postMessage(
{
action: 'document-rejected',
data: {
token,
documentId,
recipientId: recipient.id,
reason,
},
},
'*',
);
}
setHasRejectedDocument(true);
};
useLayoutEffect(() => {
const hash = window.location.hash.slice(1);
try {
const data = ZSignDocumentEmbedDataSchema.parse(JSON.parse(decodeURIComponent(atob(hash))));
if (!isCompleted && data.name && !fullName) {
setFullName(data.name);
}
// Since a recipient can be provided a name we can lock it without requiring
// a to be provided by the parent application, unlike direct templates.
setIsNameLocked(!!data.lockName);
if (!isCompleted && data.email && !email) {
setEmail(data.email);
setIsEmailLocked(!!data.lockEmail);
}
setAllowDocumentRejection(!!data.allowDocumentRejection);
setShowOtherRecipientsCompletedFields(!!data.showOtherRecipientsCompletedFields);
if (data.darkModeDisabled) {
document.documentElement.classList.add('dark-mode-disabled');
}
if (allowWhitelabelling) {
injectCss({
css: data.css,
cssVars: data.cssVars,
});
}
if (data.language && data.language !== APP_I18N_OPTIONS.sourceLang) {
void dynamicActivate(data.language).finally(() => {
setHasFinishedInit(true);
});
} else {
setHasFinishedInit(true);
}
} catch (err) {
console.error(err);
analytics.captureException(err, {
source: 'embed',
location: 'embed_init',
recipientId: recipient.id,
documentId,
envelopeId,
});
setHasFinishedInit(true);
}
// !: While the two setters are stable we still want to ensure we're avoiding
// !: re-renders.
// eslint-disable-next-line react-hooks/exhaustive-deps
}, []);
useEffect(() => {
if (hasFinishedInit && hasDocumentLoaded && window.parent) {
window.parent.postMessage(
{
action: 'document-ready',
data: null,
},
'*',
);
}
}, [hasFinishedInit, hasDocumentLoaded]);
if (hasRejectedDocument) {
return <EmbedDocumentRejected />;
}
if (hasCompletedDocument) {
return (
<EmbedDocumentCompleted
name={fullName}
signature={{
id: 1,
fieldId: 1,
recipientId: 1,
created: new Date(),
signatureImageAsBase64: signature?.startsWith('data:') ? signature : null,
typedSignature: signature?.startsWith('data:') ? null : signature,
}}
/>
);
}
return (
<DocumentSigningRecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
<div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
{(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
<div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
<DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={token} />
{isDocumentRejectionAllowed && (
<DocumentSigningRejectDialog documentId={documentId} token={token} onRejected={onDocumentRejected} />
)}
</div>
<div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
{/* Viewer */}
<div className="embed--DocumentViewer flex-1">
<PDFViewerLazy
data={getDocumentDataUrlForPdfViewer({
envelopeId: envelopeItems[0]?.envelopeId,
envelopeItemId: envelopeItems[0]?.id,
documentDataId: envelopeItems[0]?.documentData.id,
version: 'current',
token: token,
presignToken: undefined,
})}
scrollParentRef="window"
onDocumentLoad={() => setHasDocumentLoaded(true)}
/>
</div>
{/* Widget */}
<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:top-4 md:bottom-[unset] md:z-auto md:w-[350px] md:px-0"
data-expanded={isExpanded || undefined}
>
<div className="embed--DocumentWidget flex w-full flex-col rounded-xl border border-border bg-widget px-4 py-4 md:py-6">
{/* Header */}
<div className="embed--DocumentWidgetHeader">
<div className="flex items-center justify-between gap-x-2">
<h3 className="font-semibold text-foreground text-xl md:text-2xl">
{isAssistantMode ? <Trans>Assist with signing</Trans> : <Trans>Sign document</Trans>}
</h3>
{isExpanded ? (
<Button
variant="outline"
className="h-8 w-8 bg-background p-0 md:hidden dark:bg-foreground"
onClick={() => setIsExpanded(false)}
>
<LucideChevronDown className="h-5 w-5 text-muted-foreground dark:text-background" />
</Button>
) : pendingFields.length > 0 ? (
<Button
variant="outline"
className="h-8 w-8 bg-background p-0 md:hidden dark:bg-foreground"
onClick={() => setIsExpanded(true)}
>
<LucideChevronUp className="h-5 w-5 text-muted-foreground dark:text-background" />
</Button>
) : (
<Button
variant="default"
size="sm"
className="md:hidden"
disabled={isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)}
loading={isSubmitting}
onClick={() => throttledOnCompleteClick()}
>
<Trans>Complete</Trans>
</Button>
)}
</div>
</div>
<div className="embed--DocumentWidgetContent hidden group-data-[expanded]/document-widget:block md:block">
<p className="mt-2 text-muted-foreground text-sm">
{isAssistantMode ? (
<Trans>Help complete the document for other signers.</Trans>
) : (
<Trans>Sign the document to complete the process.</Trans>
)}
</p>
<hr className="mt-4 mb-8 border-border" />
</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">
{isAssistantMode && (
<div>
<Label>
<Trans>Signing for</Trans>
</Label>
<fieldset className="mt-2 rounded-2xl border border-border bg-white p-3 dark:bg-background">
<RadioGroup
className="gap-0 space-y-3 shadow-none"
value={selectedSignerId?.toString()}
onValueChange={(value) => setSelectedSignerId(Number(value))}
>
{allRecipients
.filter((r) => r.fields.length > 0)
.map((r) => (
<div
key={`${assistantSignersId}-${r.id}`}
className="relative flex flex-col gap-4 rounded-lg border border-border bg-widget p-4"
>
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<RadioGroupItem
id={`${assistantSignersId}-${r.id}`}
value={r.id.toString()}
className="after:absolute after:inset-0"
/>
<div className="grid grow gap-1">
<Label
className="inline-flex items-start"
htmlFor={`${assistantSignersId}-${r.id}`}
>
{r.name}
{r.id === recipient.id && (
<span className="ml-2 text-muted-foreground">{_(msg`(You)`)}</span>
)}
</Label>
<p className="text-muted-foreground text-xs">{r.email}</p>
</div>
</div>
<div className="text-muted-foreground text-xs leading-[inherit]">
{r.fields.length} {r.fields.length === 1 ? 'field' : 'fields'}
</div>
</div>
</div>
))}
</RadioGroup>
</fieldset>
</div>
)}
{!isAssistantMode && (
<>
<div>
<Label htmlFor="full-name">
<Trans>Full Name</Trans>
</Label>
<Input
type="text"
id="full-name"
className="mt-2 bg-background"
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="mt-2 bg-background"
value={email}
onChange={(e) => setEmail(e.target.value)}
disabled={isEmailLocked}
/>
</div>
{hasSignatureField && (
<div>
<Label htmlFor="Signature">
<Trans>Signature</Trans>
</Label>
<SignaturePadDialog
className="mt-2"
disabled={isThrottled || isSubmitting}
disableAnimation
fullName={fullName}
value={signature ?? ''}
onChange={(v) => setSignature(v ?? '')}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
drawSignatureEnabled={metadata?.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">
{pendingFields.length > 0 ? (
<Button className="col-start-2" onClick={() => onNextFieldClick()}>
<Trans>Next</Trans>
</Button>
) : (
<Button
className={isDocumentRejectionAllowed ? 'col-start-2' : 'col-span-2'}
disabled={isThrottled}
loading={isSubmitting}
onClick={() => throttledOnCompleteClick()}
>
<Trans>Complete</Trans>
</Button>
)}
</div>
</div>
</div>
{showPendingFieldTooltip && pendingFields.length > 0 && (
<ElementVisible target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${pendingFields[0].page}"]`}>
<FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
<Trans>Click to insert field</Trans>
</FieldToolTip>
</ElementVisible>
)}
{/* Fields */}
<EmbedDocumentFields fields={fields} metadata={metadata} />
{/* Completed fields */}
<DocumentReadOnlyFields documentMeta={metadata || undefined} fields={completedFields} />
</div>
{!hidePoweredBy && (
<div className="fixed bottom-0 left-0 z-40 rounded-tr bg-primary px-2 py-1 font-medium text-primary-foreground text-xs opacity-60 hover:opacity-100">
<span>
<Trans>Powered by</Trans>
</span>
<BrandingLogo className="ml-2 inline-block h-[14px]" />
</div>
)}
</div>
</DocumentSigningRecipientProvider>
);
};