Files
documenso/apps/web/src/app/(signing)/sign/[token]/form.tsx
Ephraim Duncan 332e0657e0 feat: assistant role (#1588)
## Description

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.

https://github.com/user-attachments/assets/c1321578-47ec-405b-a70a-7d9578385895
2025-02-01 14:31:18 +11:00

403 lines
16 KiB
TypeScript

'use client';
import { useId, useMemo, useState } from 'react';
import { useRouter } from 'next/navigation';
import { Trans, msg } from '@lingui/macro';
import { useLingui } from '@lingui/react';
import { useSession } from 'next-auth/react';
import { Controller, useForm } from 'react-hook-form';
import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
import type { Recipient } from '@documenso/prisma/client';
import { type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
import { trpc } from '@documenso/trpc/react';
import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import { Input } from '@documenso/ui/primitives/input';
import { Label } from '@documenso/ui/primitives/label';
import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { AssistantConfirmationDialog } from './assistant/assistant-confirmation-dialog';
import { useRequiredSigningContext } from './provider';
import { SignDialog } from './sign-dialog';
export type SigningFormProps = {
document: DocumentAndSender;
recipient: Recipient;
fields: Field[];
redirectUrl?: string | null;
isRecipientsTurn: boolean;
allRecipients?: RecipientWithFields[];
setSelectedSignerId?: (id: number | null) => void;
};
export const SigningForm = ({
document,
recipient,
fields,
redirectUrl,
isRecipientsTurn,
allRecipients = [],
setSelectedSignerId,
}: SigningFormProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const router = useRouter();
const analytics = useAnalytics();
const { data: session } = useSession();
const assistantSignersId = useId();
const { fullName, signature, setFullName, setSignature, signatureValid, setSignatureValid } =
useRequiredSigningContext();
const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
const [isConfirmationDialogOpen, setIsConfirmationDialogOpen] = useState(false);
const [isAssistantSubmitting, setIsAssistantSubmitting] = useState(false);
const { mutateAsync: completeDocumentWithToken } =
trpc.recipient.completeDocumentWithToken.useMutation();
const assistantForm = useForm<{ selectedSignerId: number | undefined }>({
defaultValues: {
selectedSignerId: undefined,
},
});
const { handleSubmit, formState } = useForm();
// Keep the loading state going if successful since the redirect may take some time.
const isSubmitting = formState.isSubmitting || formState.isSubmitSuccessful;
const fieldsRequiringValidation = useMemo(
() => fields.filter(isFieldUnsignedAndRequired),
[fields],
);
const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
const uninsertedFields = useMemo(() => {
return sortFieldsByPosition(fieldsRequiringValidation.filter((field) => !field.inserted));
}, [fieldsRequiringValidation]);
const uninsertedRecipientFields = useMemo(() => {
return fieldsRequiringValidation.filter((field) => field.recipientId === recipient.id);
}, [fieldsRequiringValidation, recipient]);
const fieldsValidated = () => {
setValidateUninsertedFields(true);
validateFieldsInserted(fieldsRequiringValidation);
};
const onFormSubmit = async () => {
setValidateUninsertedFields(true);
const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
if (hasSignatureField && !signatureValid) {
return;
}
if (!isFieldsValid) {
return;
}
await completeDocument();
};
const onAssistantFormSubmit = () => {
if (uninsertedRecipientFields.length > 0) {
return;
}
setIsConfirmationDialogOpen(true);
};
const handleAssistantConfirmDialogSubmit = async () => {
setIsAssistantSubmitting(true);
try {
await completeDocument();
} catch (err) {
toast({
title: 'Error',
description: 'An error occurred while completing the document. Please try again.',
variant: 'destructive',
});
setIsAssistantSubmitting(false);
setIsConfirmationDialogOpen(false);
}
};
const completeDocument = async (authOptions?: TRecipientActionAuth) => {
await completeDocumentWithToken({
token: recipient.token,
documentId: document.id,
authOptions,
});
analytics.capture('App: Recipient has completed signing', {
signerId: recipient.id,
documentId: document.id,
timestamp: new Date().toISOString(),
});
redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${recipient.token}/complete`);
};
return (
<div
className={cn(
'dark:bg-background border-border bg-widget sticky flex h-full flex-col rounded-xl border px-4 py-6',
{
'top-20 max-h-[min(68rem,calc(100vh-6rem))]': session,
'top-4 max-h-[min(68rem,calc(100vh-2rem))]': !session,
},
)}
>
{validateUninsertedFields && uninsertedFields[0] && (
<FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
<Trans>Click to insert field</Trans>
</FieldToolTip>
)}
<div className="custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2">
<div className="flex flex-1 flex-col">
<h3 className="text-foreground text-2xl font-semibold">
{recipient.role === RecipientRole.VIEWER && <Trans>View Document</Trans>}
{recipient.role === RecipientRole.SIGNER && <Trans>Sign Document</Trans>}
{recipient.role === RecipientRole.APPROVER && <Trans>Approve Document</Trans>}
{recipient.role === RecipientRole.ASSISTANT && <Trans>Assist Document</Trans>}
</h3>
{recipient.role === RecipientRole.VIEWER ? (
<>
<p className="text-muted-foreground mt-2 text-sm">
<Trans>Please mark as viewed to complete</Trans>
</p>
<hr className="border-border mb-8 mt-4" />
<div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
<div className="flex flex-1 flex-col gap-y-4" />
<div className="flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
onClick={() => router.back()}
>
<Trans>Cancel</Trans>
</Button>
<SignDialog
isSubmitting={isSubmitting}
onSignatureComplete={handleSubmit(onFormSubmit)}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
role={recipient.role}
disabled={!isRecipientsTurn}
/>
</div>
</div>
</>
) : recipient.role === RecipientRole.ASSISTANT ? (
<>
<form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
<p className="text-muted-foreground mt-2 text-sm">
<Trans>
Complete the fields for the following signers. Once reviewed, they will inform
you if any modifications are needed.
</Trans>
</p>
<hr className="border-border my-4" />
<fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
<Controller
name="selectedSignerId"
control={assistantForm.control}
rules={{ required: 'Please select a signer' }}
render={({ field }) => (
<RadioGroup
className="gap-0 space-y-3 shadow-none"
value={field.value?.toString()}
onValueChange={(value) => {
field.onChange(value);
setSelectedSignerId?.(Number(value));
}}
>
{allRecipients
.filter((r) => r.fields.length > 0)
.map((r) => (
<div
key={`${assistantSignersId}-${r.id}`}
className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
>
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<RadioGroupItem
id={`${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="text-muted-foreground ml-2">
{_(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 className="mt-6 flex flex-col gap-4 md:flex-row">
<Button
type="submit"
className="w-full"
size="lg"
loading={isAssistantSubmitting}
disabled={isAssistantSubmitting || uninsertedRecipientFields.length > 0}
>
{isAssistantSubmitting ? <Trans>Submitting...</Trans> : <Trans>Continue</Trans>}
</Button>
</div>
<AssistantConfirmationDialog
hasUninsertedFields={uninsertedFields.length > 0}
isOpen={isConfirmationDialogOpen}
onClose={() => !isAssistantSubmitting && setIsConfirmationDialogOpen(false)}
onConfirm={handleAssistantConfirmDialogSubmit}
isSubmitting={isAssistantSubmitting}
/>
</form>
</>
) : (
<>
<form onSubmit={handleSubmit(onFormSubmit)}>
<p className="text-muted-foreground mt-2 text-sm">
<Trans>Please review the document before signing.</Trans>
</p>
<hr className="border-border mb-8 mt-4" />
<fieldset
disabled={isSubmitting}
className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
>
<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"
value={fullName}
onChange={(e) => setFullName(e.target.value.trimStart())}
/>
</div>
<div>
<Label htmlFor="Signature">
<Trans>Signature</Trans>
</Label>
<Card className="mt-2" gradient degrees={-120}>
<CardContent className="p-0">
<SignaturePad
className="h-44 w-full"
disabled={isSubmitting}
defaultValue={signature ?? undefined}
onValidityChange={(isValid) => {
setSignatureValid(isValid);
}}
onChange={(value) => {
if (signatureValid) {
setSignature(value);
}
}}
allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
/>
</CardContent>
</Card>
{hasSignatureField && !signatureValid && (
<div className="text-destructive mt-2 text-sm">
<Trans>
Signature is too small. Please provide a more complete signature.
</Trans>
</div>
)}
</div>
</div>
<div className="flex flex-col gap-4 md:flex-row">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
variant="secondary"
size="lg"
disabled={typeof window !== 'undefined' && window.history.length <= 1}
onClick={() => router.back()}
>
<Trans>Cancel</Trans>
</Button>
<SignDialog
isSubmitting={isSubmitting}
onSignatureComplete={handleSubmit(onFormSubmit)}
documentTitle={document.title}
fields={fields}
fieldsValidated={fieldsValidated}
role={recipient.role}
disabled={!isRecipientsTurn}
/>
</div>
</fieldset>
</form>
</>
)}
</div>
</div>
</div>
);
};