Files
documenso/apps/remix/app/components/general/envelope-editor/envelope-editor-settings-dialog.tsx
2025-10-27 16:11:10 +11:00

830 lines
33 KiB
TypeScript

import { useEffect, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { Trans, useLingui } from '@lingui/react/macro';
import {
DocumentDistributionMethod,
DocumentVisibility,
EnvelopeType,
SendStatus,
} from '@prisma/client';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { InfoIcon, MailIcon, SettingsIcon, ShieldIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
import {
DOCUMENT_DISTRIBUTION_METHODS,
DOCUMENT_SIGNATURE_TYPES,
} from '@documenso/lib/constants/document';
import {
SUPPORTED_LANGUAGES,
SUPPORTED_LANGUAGE_CODES,
isValidLanguageCode,
} from '@documenso/lib/constants/i18n';
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
import { AppError } from '@documenso/lib/errors/app-error';
import {
ZDocumentAccessAuthTypesSchema,
ZDocumentActionAuthTypesSchema,
} from '@documenso/lib/types/document-auth';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import {
type TDocumentMetaDateFormat,
ZDocumentMetaDateFormatSchema,
ZDocumentMetaTimezoneSchema,
} from '@documenso/lib/types/document-meta';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
import {
DocumentSignatureType,
canAccessTeamDocument,
extractTeamSignatureSettings,
} from '@documenso/lib/utils/teams';
import { trpc } from '@documenso/trpc/react';
import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
import {
DocumentGlobalAuthAccessSelect,
DocumentGlobalAuthAccessTooltip,
} from '@documenso/ui/components/document/document-global-auth-access-select';
import {
DocumentGlobalAuthActionSelect,
DocumentGlobalAuthActionTooltip,
} from '@documenso/ui/components/document/document-global-auth-action-select';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
import {
DocumentVisibilitySelect,
DocumentVisibilityTooltip,
} from '@documenso/ui/components/document/document-visibility-select';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
import { Combobox } from '@documenso/ui/primitives/combobox';
import {
Dialog,
DialogClose,
DialogContent,
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 { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import { Textarea } from '@documenso/ui/primitives/textarea';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
export const ZAddSettingsFormSchema = z.object({
externalId: z.string().optional(),
visibility: z.nativeEnum(DocumentVisibility).optional(),
globalAccessAuth: z
.array(z.union([ZDocumentAccessAuthTypesSchema, z.literal('-1')]))
.transform((val) => (val.length === 1 && val[0] === '-1' ? [] : val))
.optional()
.default([]),
globalActionAuth: z.array(ZDocumentActionAuthTypesSchema).optional().default([]),
meta: z.object({
subject: z.string(),
message: z.string(),
timezone: ZDocumentMetaTimezoneSchema.default(DEFAULT_DOCUMENT_TIME_ZONE),
dateFormat: ZDocumentMetaDateFormatSchema.default(DEFAULT_DOCUMENT_DATE_FORMAT),
distributionMethod: z
.nativeEnum(DocumentDistributionMethod)
.optional()
.default(DocumentDistributionMethod.EMAIL),
redirectUrl: z
.string()
.optional()
.refine((value) => value === undefined || value === '' || isValidRedirectUrl(value), {
message:
'Please enter a valid URL, make sure you include http:// or https:// part of the url.',
}),
language: z
.union([z.string(), z.enum(SUPPORTED_LANGUAGE_CODES)])
.optional()
.default('en'),
emailId: z.string().nullable(),
emailReplyTo: z.preprocess(
(val) => (val === '' ? undefined : val),
z.string().email().optional(),
),
emailSettings: ZDocumentEmailSettingsSchema,
signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
message: msg`At least one signature type must be enabled`.id,
}),
}),
});
type EnvelopeEditorSettingsTabType = 'general' | 'email' | 'security';
const tabs = [
{
id: 'general',
title: msg`General`,
icon: SettingsIcon,
description: msg`Configure document settings and options before sending.`,
},
{
id: 'email',
title: msg`Email`,
icon: MailIcon,
description: msg`Configure email settings for the document`,
},
{
id: 'security',
title: msg`Security`,
icon: ShieldIcon,
description: msg`Configure security settings for the document`,
},
] as const;
type TAddSettingsFormSchema = z.infer<typeof ZAddSettingsFormSchema>;
type EnvelopeEditorSettingsDialogProps = {
trigger?: React.ReactNode;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
export const EnvelopeEditorSettingsDialog = ({
trigger,
...props
}: EnvelopeEditorSettingsDialogProps) => {
const { t, i18n } = useLingui();
const { toast } = useToast();
const { envelope } = useCurrentEnvelopeEditor();
const team = useCurrentTeam();
const organisation = useCurrentOrganisation();
const [open, setOpen] = useState(false);
const [activeTab, setActiveTab] = useState<EnvelopeEditorSettingsTabType>('general');
const { documentAuthOption } = extractDocumentAuthMethods({
documentAuth: envelope.authOptions,
});
const form = useForm<TAddSettingsFormSchema>({
resolver: zodResolver(ZAddSettingsFormSchema),
defaultValues: {
externalId: envelope.externalId || '', // Todo: String or undefined?
visibility: envelope.visibility || '',
globalAccessAuth: documentAuthOption?.globalAccessAuth || [],
globalActionAuth: documentAuthOption?.globalActionAuth || [],
meta: {
subject: envelope.documentMeta.subject ?? '',
message: envelope.documentMeta.message ?? '',
timezone: envelope.documentMeta.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
dateFormat: (envelope.documentMeta.dateFormat ??
DEFAULT_DOCUMENT_DATE_FORMAT) as TDocumentMetaDateFormat,
distributionMethod:
envelope.documentMeta.distributionMethod || DocumentDistributionMethod.EMAIL,
redirectUrl: envelope.documentMeta.redirectUrl ?? '',
language: envelope.documentMeta.language ?? 'en',
emailId: envelope.documentMeta.emailId ?? null,
emailReplyTo: envelope.documentMeta.emailReplyTo ?? undefined,
emailSettings: ZDocumentEmailSettingsSchema.parse(envelope.documentMeta.emailSettings),
signatureTypes: extractTeamSignatureSettings(envelope.documentMeta),
},
},
});
const { mutateAsync: updateEnvelope } = trpc.envelope.update.useMutation();
const envelopeHasBeenSent =
envelope.type === EnvelopeType.DOCUMENT &&
envelope.recipients.some((recipient) => recipient.sendStatus === SendStatus.SENT);
const emailSettings = form.watch('meta.emailSettings');
const { data: emailData, isLoading: isLoadingEmails } =
trpc.enterprise.organisation.email.find.useQuery({
organisationId: organisation.id,
perPage: 100,
});
const emails = emailData?.data || [];
// Todo: Envelopes this doesn't make sense (look at previous)
const canUpdateVisibility = canAccessTeamDocument(team.currentTeamRole, envelope.visibility);
const onFormSubmit = async (data: TAddSettingsFormSchema) => {
const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
const parsedGlobalAccessAuth = z
.array(ZDocumentAccessAuthTypesSchema)
.safeParse(data.globalAccessAuth);
try {
await updateEnvelope({
envelopeId: envelope.id,
envelopeType: envelope.type,
data: {
externalId: data.externalId || null,
visibility: data.visibility,
globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
globalActionAuth: data.globalActionAuth ?? [],
},
meta: {
timezone,
dateFormat,
redirectUrl,
language: isValidLanguageCode(language) ? language : undefined,
typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
},
});
setOpen(false);
toast({
title: t`Success`,
description: t`Envelope updated`,
duration: 5000,
});
} catch (err) {
const error = AppError.parseError(err);
console.error(error);
toast({
title: t`An unknown error occurred`,
description: t`We encountered an unknown error while attempting to update the envelope. Please try again later.`,
variant: 'destructive',
});
}
};
useEffect(() => {
if (
!form.formState.touchedFields.meta?.timezone &&
!envelopeHasBeenSent &&
!envelope.documentMeta.timezone
) {
form.setValue('meta.timezone', Intl.DateTimeFormat().resolvedOptions().timeZone);
}
}, [
envelopeHasBeenSent,
form,
form.setValue,
form.formState.touchedFields.meta?.timezone,
envelope.documentMeta.timezone,
]);
useEffect(() => {
form.reset();
setActiveTab('general');
}, [open, form]);
const selectedTab = tabs.find((tab) => tab.id === activeTab);
if (!selectedTab) {
return null;
}
return (
<Dialog
{...props}
open={open}
onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
>
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
{trigger ?? (
<Button className="flex-shrink-0" variant="secondary">
<Trans>Settings</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent className="flex w-full !max-w-5xl flex-row gap-0 p-0">
{/* Sidebar. */}
<div className="flex w-80 flex-col border-r bg-gray-50">
<DialogHeader className="p-6 pb-4">
<DialogTitle>Document Settings</DialogTitle>
</DialogHeader>
<nav className="col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 px-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2">
{tabs.map((tab) => (
<Button
key={tab.id}
onClick={() => setActiveTab(tab.id)}
variant="ghost"
className={cn('w-full justify-start', {
'bg-secondary': activeTab === tab.id,
})}
>
<tab.icon className="mr-2 h-5 w-5" />
{t(tab.title)}
</Button>
))}
</nav>
</div>
{/* Content. */}
<div className="flex w-full flex-col">
<CardHeader className="border-b pb-4">
<CardTitle>{t(selectedTab?.title ?? '')}</CardTitle>
<CardDescription>{t(selectedTab?.description ?? '')}</CardDescription>
</CardHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onFormSubmit)}>
<fieldset
className="flex h-[45rem] max-h-[calc(100vh-14rem)] w-full flex-col space-y-6 overflow-y-auto px-6 pt-6"
disabled={form.formState.isSubmitting}
key={activeTab}
>
{match(activeTab)
.with('general', () => (
<>
<FormField
control={form.control}
name="meta.language"
render={({ field }) => (
<FormItem>
<FormLabel className="inline-flex items-center">
<Trans>Language</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
<Trans>
Controls the language for the document, including the language
to be used for email notifications, and the final certificate
that is generated and attached to the document.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Select
value={field.value}
disabled={field.disabled}
onValueChange={field.onChange}
>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
<SelectItem key={code} value={code}>
{language.full}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.signatureTypes"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Allowed Signature Types</Trans>
<DocumentSignatureSettingsTooltip />
</FormLabel>
<FormControl>
<MultiSelectCombobox
options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
label: t(option.label),
value: option.value,
}))}
selectedValues={field.value}
onChange={field.onChange}
className="bg-background w-full"
emptySelectionPlaceholder="Select signature types"
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.dateFormat"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Date Format</Trans>
</FormLabel>
<FormControl>
<Select
value={field.value}
onValueChange={field.onChange}
disabled={envelopeHasBeenSent}
>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{DATE_FORMATS.map((format) => (
<SelectItem key={format.key} value={format.value}>
{format.label}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.timezone"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Time Zone</Trans>
</FormLabel>
<FormControl>
<Combobox
className="bg-background"
options={TIME_ZONES}
value={field.value}
onChange={(value) => value && field.onChange(value)}
disabled={envelopeHasBeenSent}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="externalId"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>External ID</Trans>{' '}
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<Trans>
Add an external ID to the document. This can be used to identify
the document in external systems.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.redirectUrl"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Redirect URL</Trans>{' '}
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<Trans>
Add a URL to redirect the user to once the document is signed
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.distributionMethod"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Document Distribution Method</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
<h2>
<strong>
<Trans>Document Distribution Method</Trans>
</strong>
</h2>
<p>
<Trans>
This is how the document will reach the recipients once the
document is ready for signing.
</Trans>
</p>
<ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
<li>
<Trans>
<strong>Email</strong> - The recipient will be emailed the
document to sign, approve, etc.
</Trans>
</li>
<li>
<Trans>
<strong>None</strong> - We will generate links which you can
send to the recipients manually.
</Trans>
</li>
</ul>
<Trans>
<strong>Note</strong> - If you use Links in combination with
direct templates, you will need to manually send the links to
the remaining recipients.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange}>
<SelectTrigger className="bg-background text-muted-foreground">
<SelectValue data-testid="documentDistributionMethodSelectValue" />
</SelectTrigger>
<SelectContent position="popper">
{Object.values(DOCUMENT_DISTRIBUTION_METHODS).map(
({ value, description }) => (
<SelectItem key={value} value={value}>
{i18n._(description)}
</SelectItem>
),
)}
</SelectContent>
</Select>
</FormControl>
</FormItem>
)}
/>
</>
))
.with('email', () => (
<>
{organisation.organisationClaim.flags.emailDomains && (
<FormField
control={form.control}
name="meta.emailId"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Email Sender</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
value={field.value === null ? '-1' : field.value}
onValueChange={(value) =>
field.onChange(value === '-1' ? null : value)
}
>
<SelectTrigger
loading={isLoadingEmails}
className="bg-background"
>
<SelectValue />
</SelectTrigger>
<SelectContent>
{emails.map((email) => (
<SelectItem key={email.id} value={email.id}>
{email.email}
</SelectItem>
))}
<SelectItem value={'-1'}>Documenso</SelectItem>
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name="meta.emailReplyTo"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Reply To Email</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
</FormLabel>
<FormControl>
<Input {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.subject"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>
Subject <span className="text-muted-foreground">(Optional)</span>
</Trans>
</FormLabel>
<FormControl>
<Input {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.message"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Message</Trans>{' '}
<span className="text-muted-foreground">(Optional)</span>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground p-4">
<DocumentSendEmailMessageHelper />
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Textarea className="bg-background h-16 resize-none" {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DocumentEmailCheckboxes
value={emailSettings}
onChange={(value) => form.setValue('meta.emailSettings', value)}
/>
</>
))
.with('security', () => (
<>
{organisation.organisationClaim.flags.cfr21 && (
<FormField
control={form.control}
name="globalActionAuth"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Recipient action authentication</Trans>
<DocumentGlobalAuthActionTooltip />
</FormLabel>
<FormControl>
<DocumentGlobalAuthActionSelect
value={field.value}
disabled={field.disabled}
onValueChange={field.onChange}
/>
</FormControl>
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name="globalAccessAuth"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Document access</Trans>
<DocumentGlobalAuthAccessTooltip />
</FormLabel>
<FormControl>
<DocumentGlobalAuthAccessSelect
value={field.value}
disabled={field.disabled}
onValueChange={field.onChange}
/>
</FormControl>
</FormItem>
)}
/>
<FormField
control={form.control}
name="visibility"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Document visibility</Trans>
<DocumentVisibilityTooltip />
</FormLabel>
<FormControl>
<DocumentVisibilitySelect
canUpdateVisibility={canUpdateVisibility}
currentTeamMemberRole={team.currentTeamRole}
{...field}
onValueChange={field.onChange}
/>
</FormControl>
</FormItem>
)}
/>
</>
))
.exhaustive()}
</fieldset>
<div className="flex flex-row justify-end gap-4 p-6">
<DialogClose asChild>
<Button variant="secondary" disabled={form.formState.isSubmitting}>
<Trans>Cancel</Trans>
</Button>
</DialogClose>
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Update</Trans>
</Button>
</div>
</form>
</Form>
</div>
</DialogContent>
</Dialog>
);
};