Files
documenso/apps/remix/app/components/general/document/document-history-sheet.tsx
Ephraim Duncan c0ae68c28b feat: assistant role (#1588)
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
2025-02-13 19:37:34 +11:00

399 lines
14 KiB
TypeScript

import { useMemo, useState } from 'react';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { ArrowRightIcon, Loader } from 'lucide-react';
import { DateTime } from 'luxon';
import { match } from 'ts-pattern';
import { UAParser } from 'ua-parser-js';
import { DOCUMENT_AUDIT_LOG_EMAIL_FORMAT } from '@documenso/lib/constants/document-audit-logs';
import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
import { trpc } from '@documenso/trpc/react';
import { cn } from '@documenso/ui/lib/utils';
import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
import { Badge } from '@documenso/ui/primitives/badge';
import { Button } from '@documenso/ui/primitives/button';
import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/sheet';
import { DocumentHistorySheetChanges } from './document-history-sheet-changes';
export type DocumentHistorySheetProps = {
documentId: number;
userId: number;
isMenuOpen?: boolean;
onMenuOpenChange?: (_value: boolean) => void;
children?: React.ReactNode;
};
export const DocumentHistorySheet = ({
documentId,
userId,
isMenuOpen,
onMenuOpenChange,
children,
}: DocumentHistorySheetProps) => {
const { _, i18n } = useLingui();
const [isUserDetailsVisible, setIsUserDetailsVisible] = useState(false);
const {
data,
isLoading,
isLoadingError,
refetch,
hasNextPage,
fetchNextPage,
isFetchingNextPage,
} = trpc.document.findDocumentAuditLogs.useInfiniteQuery(
{
documentId,
},
{
getNextPageParam: (lastPage) => lastPage.nextCursor,
placeholderData: (previousData) => previousData,
},
);
const documentAuditLogs = useMemo(() => (data?.pages ?? []).flatMap((page) => page.data), [data]);
const extractBrowser = (userAgent?: string | null) => {
if (!userAgent) {
return 'Unknown';
}
const parser = new UAParser(userAgent);
parser.setUA(userAgent);
const result = parser.getResult();
return result.browser.name;
};
/**
* Applies the following formatting for a given text:
* - Uppercase first lower, lowercase rest
* - Replace _ with spaces
*
* @param text The text to format
* @returns The formatted text
*/
const formatGenericText = (text?: string | null) => {
if (!text) {
return '';
}
return (text.charAt(0).toUpperCase() + text.slice(1).toLowerCase()).replaceAll('_', ' ');
};
return (
<Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
{children && <SheetTrigger asChild>{children}</SheetTrigger>}
<SheetContent
sheetClass="backdrop-blur-none"
className="flex w-full max-w-[500px] flex-col overflow-y-auto p-0"
>
<div className="text-foreground px-6 pt-6">
<h1 className="text-lg font-medium">
<Trans>Document history</Trans>
</h1>
<button
className="text-muted-foreground text-sm"
onClick={() => setIsUserDetailsVisible(!isUserDetailsVisible)}
>
{isUserDetailsVisible ? (
<Trans>Hide additional information</Trans>
) : (
<Trans>Show additional information</Trans>
)}
</button>
</div>
{isLoading && (
<div className="flex h-full items-center justify-center">
<Loader className="text-muted-foreground h-6 w-6 animate-spin" />
</div>
)}
{isLoadingError && (
<div className="flex h-full flex-col items-center justify-center">
<p className="text-foreground/80 text-sm">
<Trans>Unable to load document history</Trans>
</p>
<button
onClick={async () => refetch()}
className="text-foreground/70 hover:text-muted-foreground mt-2 text-sm"
>
<Trans>Click here to retry</Trans>
</button>
</div>
)}
{data && (
<ul
className={cn('divide-y border-t', {
'mb-4 border-b': !hasNextPage,
})}
>
{documentAuditLogs.map((auditLog) => (
<li className="px-4 py-2.5" key={auditLog.id}>
<div className="flex flex-row items-center">
<Avatar className="mr-2 h-9 w-9">
<AvatarFallback className="text-xs text-gray-400">
{(auditLog?.email ?? auditLog?.name ?? '?').slice(0, 1).toUpperCase()}
</AvatarFallback>
</Avatar>
<div>
<p className="text-foreground text-xs font-bold">
{formatDocumentAuditLogAction(_, auditLog, userId).description}
</p>
<p className="text-foreground/50 text-xs">
{DateTime.fromJSDate(auditLog.createdAt)
.setLocale(i18n.locales?.[0] || i18n.locale)
.toFormat('d MMM, yyyy HH:MM a')}
</p>
</div>
</div>
{match(auditLog)
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_COMPLETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_MOVED_TO_TEAM },
() => null,
)
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED },
({ data }) => {
const values = [
{
key: 'Email',
value: data.recipientEmail,
},
{
key: 'Role',
value: formatGenericText(data.recipientRole),
},
];
// Insert the name to the start of the array if available.
if (data.recipientName) {
values.unshift({
key: 'Name',
value: data.recipientName,
});
}
return <DocumentHistorySheetChanges values={values} />;
},
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED }, ({ data }) => {
if (data.changes.length === 0) {
return null;
}
return (
<DocumentHistorySheetChanges
values={data.changes.map(({ type, from, to }) => ({
key: formatGenericText(type),
value: (
<span className="inline-flex flex-row items-center">
<span>{type === 'ROLE' ? formatGenericText(from) : from}</span>
<ArrowRightIcon className="h-4 w-4" />
<span>{type === 'ROLE' ? formatGenericText(to) : to}</span>
</span>
),
}))}
/>
);
})
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_CREATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_DELETED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field',
value: formatGenericText(data.fieldType),
},
{
key: 'Recipient',
value: formatGenericText(data.fieldRecipientEmail),
},
]}
/>
),
)
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED },
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: DOCUMENT_AUTH_TYPES[data.from || '']?.value || 'None',
},
{
key: 'New',
value: DOCUMENT_AUTH_TYPES[data.to || '']?.value || 'None',
},
]}
/>
),
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED }, ({ data }) => {
if (data.changes.length === 0) {
return null;
}
return (
<DocumentHistorySheetChanges
values={data.changes.map((change) => ({
key: formatGenericText(change.type),
value: change.type === 'PASSWORD' ? '*********' : change.to,
}))}
/>
);
})
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_TITLE_UPDATED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: data.from,
},
{
key: 'New',
value: data.to,
},
]}
/>
))
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_EXTERNAL_ID_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: data.from,
},
{
key: 'New',
value: data.to,
},
]}
/>
),
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field inserted',
value: formatGenericText(data.field.type),
},
]}
/>
))
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field uninserted',
value: formatGenericText(data.field),
},
]}
/>
))
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Type',
value: DOCUMENT_AUDIT_LOG_EMAIL_FORMAT[data.emailType].description,
},
{
key: 'Sent to',
value: data.recipientEmail,
},
]}
/>
))
.with(
{ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED },
({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Old',
value: data.from,
},
{
key: 'New',
value: data.to,
},
]}
/>
),
)
.with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED }, ({ data }) => (
<DocumentHistorySheetChanges
values={[
{
key: 'Field prefilled',
value: formatGenericText(data.field.type),
},
]}
/>
))
.exhaustive()}
{isUserDetailsVisible && (
<>
<div className="mb-1 mt-2 flex flex-row space-x-2">
<Badge variant="neutral" className="text-muted-foreground">
IP: {auditLog.ipAddress ?? 'Unknown'}
</Badge>
<Badge variant="neutral" className="text-muted-foreground">
Browser: {extractBrowser(auditLog.userAgent)}
</Badge>
</div>
</>
)}
</li>
))}
{hasNextPage && (
<div className="flex items-center justify-center py-4">
<Button
variant="outline"
loading={isFetchingNextPage}
onClick={async () => fetchNextPage()}
>
Show more
</Button>
</div>
)}
</ul>
)}
</SheetContent>
</Sheet>
);
};