Files
documenso/packages/ui/primitives/template-flow/add-template-placeholder-recipients.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

759 lines
30 KiB
TypeScript

'use client';
import { useCallback, useEffect, useId, useMemo, useRef, useState } from 'react';
import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, msg } from '@lingui/macro';
import { useLingui } from '@lingui/react';
import { motion } from 'framer-motion';
import { GripVerticalIcon, Link2Icon, Plus, Trash } from 'lucide-react';
import { useSession } from 'next-auth/react';
import { useFieldArray, useForm } from 'react-hook-form';
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
import { nanoid } from '@documenso/lib/universal/id';
import { generateRecipientPlaceholder } from '@documenso/lib/utils/templates';
import type { TemplateDirectLink } from '@documenso/prisma/client';
import {
DocumentSigningOrder,
type Field,
type Recipient,
RecipientRole,
} from '@documenso/prisma/client';
import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
import { Input } from '@documenso/ui/primitives/input';
import { toast } from '@documenso/ui/primitives/use-toast';
import { Checkbox } from '../checkbox';
import {
DocumentFlowFormContainerActions,
DocumentFlowFormContainerContent,
DocumentFlowFormContainerFooter,
DocumentFlowFormContainerHeader,
DocumentFlowFormContainerStep,
} from '../document-flow/document-flow-root';
import { ShowFieldItem } from '../document-flow/show-field-item';
import { SigningOrderConfirmation } from '../document-flow/signing-order-confirmation';
import type { DocumentFlowStep } from '../document-flow/types';
import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
import { useStep } from '../stepper';
import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
export type AddTemplatePlaceholderRecipientsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
fields: Field[];
signingOrder?: DocumentSigningOrder | null;
templateDirectLink: TemplateDirectLink | null;
isEnterprise: boolean;
isDocumentPdfLoaded: boolean;
onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void;
};
export const AddTemplatePlaceholderRecipientsFormPartial = ({
documentFlow,
isEnterprise,
recipients,
templateDirectLink,
fields,
signingOrder,
isDocumentPdfLoaded,
onSubmit,
}: AddTemplatePlaceholderRecipientsFormProps) => {
const initialId = useId();
const $sensorApi = useRef<SensorAPI | null>(null);
const { _ } = useLingui();
const { data: session } = useSession();
const user = session?.user;
const [placeholderRecipientCount, setPlaceholderRecipientCount] = useState(() =>
recipients.length > 1 ? recipients.length + 1 : 2,
);
const { currentStep, totalSteps, previousStep } = useStep();
const generateDefaultFormSigners = () => {
if (recipients.length === 0) {
return [
{
formId: initialId,
role: RecipientRole.SIGNER,
actionAuth: undefined,
...generateRecipientPlaceholder(1),
signingOrder: 1,
},
];
}
let mappedRecipients = recipients.map((recipient, index) => ({
nativeId: recipient.id,
formId: String(recipient.id),
name: recipient.name,
email: recipient.email,
role: recipient.role,
actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
signingOrder: recipient.signingOrder ?? index + 1,
}));
if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
mappedRecipients = mappedRecipients.sort(
(a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0),
);
}
return mappedRecipients;
};
const form = useForm<TAddTemplatePlacholderRecipientsFormSchema>({
resolver: zodResolver(ZAddTemplatePlacholderRecipientsFormSchema),
defaultValues: {
signers: generateDefaultFormSigners(),
signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
},
});
useEffect(() => {
form.reset({
signers: generateDefaultFormSigners(),
signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
});
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [recipients]);
// Always show advanced settings if any recipient has auth options.
const alwaysShowAdvancedSettings = useMemo(() => {
const recipientHasAuthOptions = recipients.find((recipient) => {
const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
return recipientAuthOptions?.accessAuth || recipientAuthOptions?.actionAuth;
});
const formHasActionAuth = form.getValues('signers').find((signer) => signer.actionAuth);
return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
}, [recipients, form]);
const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
const {
formState: { errors, isSubmitting },
control,
watch,
} = form;
const watchedSigners = watch('signers');
const isSigningOrderSequential = watch('signingOrder') === DocumentSigningOrder.SEQUENTIAL;
const normalizeSigningOrders = (signers: typeof watchedSigners) => {
return signers
.sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
.map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
};
const onFormSubmit = form.handleSubmit(onSubmit);
const {
append: appendSigner,
fields: signers,
remove: removeSigner,
} = useFieldArray({
control,
name: 'signers',
});
const onAddPlaceholderSelfRecipient = () => {
appendSigner({
formId: nanoid(12),
name: user?.name ?? '',
email: user?.email ?? '',
role: RecipientRole.SIGNER,
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
});
};
const onAddPlaceholderRecipient = () => {
appendSigner({
formId: nanoid(12),
role: RecipientRole.SIGNER,
...generateRecipientPlaceholder(placeholderRecipientCount),
signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
});
setPlaceholderRecipientCount((count) => count + 1);
};
const onRemoveSigner = (index: number) => {
removeSigner(index);
const updatedSigners = signers.filter((_, idx) => idx !== index);
form.setValue('signers', normalizeSigningOrders(updatedSigners));
};
const isSignerDirectRecipient = (
signer: TAddTemplatePlacholderRecipientsFormSchema['signers'][number],
): boolean => {
return (
templateDirectLink !== null &&
signer.nativeId === templateDirectLink?.directTemplateRecipientId
);
};
const onDragEnd = useCallback(
async (result: DropResult) => {
if (!result.destination) return;
const items = Array.from(watchedSigners);
const [reorderedSigner] = items.splice(result.source.index, 1);
const insertIndex = result.destination.index;
items.splice(insertIndex, 0, reorderedSigner);
const updatedSigners = items.map((signer, index) => ({
...signer,
signingOrder: index + 1,
}));
form.setValue('signers', updatedSigners);
const lastSigner = updatedSigners[updatedSigners.length - 1];
if (lastSigner.role === RecipientRole.ASSISTANT) {
toast({
title: _(msg`Warning: Assistant as last signer`),
description: _(
msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
),
});
}
await form.trigger('signers');
},
[form, watchedSigners, toast],
);
const triggerDragAndDrop = useCallback(
(fromIndex: number, toIndex: number) => {
if (!$sensorApi.current) {
return;
}
const draggableId = signers[fromIndex].id;
const preDrag = $sensorApi.current.tryGetLock(draggableId);
if (!preDrag) {
return;
}
const drag = preDrag.snapLift();
setTimeout(() => {
// Move directly to the target index
if (fromIndex < toIndex) {
for (let i = fromIndex; i < toIndex; i++) {
drag.moveDown();
}
} else {
for (let i = fromIndex; i > toIndex; i--) {
drag.moveUp();
}
}
setTimeout(() => {
drag.drop();
}, 500);
}, 0);
},
[signers],
);
const updateSigningOrders = useCallback(
(newIndex: number, oldIndex: number) => {
const updatedSigners = form.getValues('signers').map((signer, index) => {
if (index === oldIndex) {
return { ...signer, signingOrder: newIndex + 1 };
} else if (index >= newIndex && index < oldIndex) {
return { ...signer, signingOrder: (signer.signingOrder ?? index + 1) + 1 };
} else if (index <= newIndex && index > oldIndex) {
return { ...signer, signingOrder: Math.max(1, (signer.signingOrder ?? index + 1) - 1) };
}
return signer;
});
updatedSigners.forEach((signer, index) => {
form.setValue(`signers.${index}.signingOrder`, signer.signingOrder);
});
},
[form],
);
const handleSigningOrderChange = useCallback(
(index: number, newOrderString: string) => {
const trimmedOrderString = newOrderString.trim();
if (!trimmedOrderString) {
return;
}
const newOrder = Number(trimmedOrderString);
if (!Number.isInteger(newOrder) || newOrder < 1) {
return;
}
const currentSigners = form.getValues('signers');
const signer = currentSigners[index];
// Remove signer from current position and insert at new position
const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
remainingSigners.splice(newPosition, 0, signer);
const updatedSigners = remainingSigners.map((s, idx) => ({
...s,
signingOrder: idx + 1,
}));
form.setValue('signers', updatedSigners);
if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
toast({
title: _(msg`Warning: Assistant as last signer`),
description: _(
msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
),
});
}
},
[form, toast],
);
const handleRoleChange = useCallback(
(index: number, role: RecipientRole) => {
const currentSigners = form.getValues('signers');
const signingOrder = form.getValues('signingOrder');
// Handle parallel to sequential conversion for assistants
if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL);
toast({
title: _(msg`Signing order is enabled.`),
description: _(msg`You cannot add assistants when signing order is disabled.`),
variant: 'destructive',
});
return;
}
const updatedSigners = currentSigners.map((signer, idx) => ({
...signer,
role: idx === index ? role : signer.role,
signingOrder: idx + 1,
}));
form.setValue('signers', updatedSigners);
if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
toast({
title: _(msg`Warning: Assistant as last signer`),
description: _(
msg`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
),
});
}
},
[form, toast],
);
const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
const handleSigningOrderDisable = useCallback(() => {
setShowSigningOrderConfirmation(false);
const currentSigners = form.getValues('signers');
const updatedSigners = currentSigners.map((signer) => ({
...signer,
role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
}));
form.setValue('signers', updatedSigners);
form.setValue('signingOrder', DocumentSigningOrder.PARALLEL);
}, [form]);
return (
<>
<DocumentFlowFormContainerHeader
title={documentFlow.title}
description={documentFlow.description}
/>
<DocumentFlowFormContainerContent>
{isDocumentPdfLoaded &&
fields.map((field, index) => (
<ShowFieldItem key={index} field={field} recipients={recipients} />
))}
<AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
<Form {...form}>
{/* Enable sequential signing checkbox */}
<FormField
control={form.control}
name="signingOrder"
render={({ field }) => (
<FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
<FormControl>
<Checkbox
{...field}
id="signingOrder"
checked={field.value === DocumentSigningOrder.SEQUENTIAL}
onCheckedChange={(checked) => {
if (
!checked &&
watchedSigners.some((s) => s.role === RecipientRole.ASSISTANT)
) {
setShowSigningOrderConfirmation(true);
return;
}
field.onChange(
checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
);
}}
disabled={isSubmitting}
/>
</FormControl>
<FormLabel
htmlFor="signingOrder"
className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
>
<Trans>Enable signing order</Trans>
</FormLabel>
</FormItem>
)}
/>
{/* Drag and drop context */}
<DragDropContext
onDragEnd={onDragEnd}
sensors={[
(api: SensorAPI) => {
$sensorApi.current = api;
},
]}
>
<Droppable droppableId="signers">
{(provided) => (
<div
{...provided.droppableProps}
ref={provided.innerRef}
className="flex w-full flex-col gap-y-2"
>
{signers.map((signer, index) => (
<Draggable
key={`${signer.id}-${signer.signingOrder}`}
draggableId={signer.id}
index={index}
isDragDisabled={
!isSigningOrderSequential ||
isSubmitting ||
isSignerDirectRecipient(signer) ||
!signer.signingOrder
}
>
{(provided, snapshot) => (
<div
ref={provided.innerRef}
{...provided.draggableProps}
{...provided.dragHandleProps}
className={cn('py-1', {
'bg-widget-foreground pointer-events-none rounded-md pt-2':
snapshot.isDragging,
})}
>
<motion.fieldset
data-native-id={signer.nativeId}
disabled={isSubmitting || isSignerDirectRecipient(signer)}
className={cn('grid grid-cols-10 items-end gap-2 pb-2', {
'border-b pt-2': showAdvancedSettings,
'grid-cols-12 pr-3': isSigningOrderSequential,
})}
>
{isSigningOrderSequential && (
<FormField
control={form.control}
name={`signers.${index}.signingOrder`}
render={({ field }) => (
<FormItem className="col-span-2 mt-auto flex items-center gap-x-1 space-y-0">
<GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
<FormControl>
<Input
type="number"
max={signers.length}
className={cn(
'w-full text-center',
'[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
)}
{...field}
onChange={(e) => {
field.onChange(e);
handleSigningOrderChange(index, e.target.value);
}}
onBlur={(e) => {
field.onBlur();
handleSigningOrderChange(index, e.target.value);
}}
disabled={
snapshot.isDragging ||
isSubmitting ||
isSignerDirectRecipient(signer)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name={`signers.${index}.email`}
render={({ field }) => (
<FormItem
className={cn('relative', {
'col-span-4': !showAdvancedSettings,
'col-span-5': showAdvancedSettings,
})}
>
{!showAdvancedSettings && index === 0 && (
<FormLabel required>
<Trans>Email</Trans>
</FormLabel>
)}
<FormControl>
<Input
type="email"
placeholder={_(msg`Email`)}
{...field}
disabled={
field.disabled ||
isSubmitting ||
signers[index].email === user?.email ||
isSignerDirectRecipient(signer)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name={`signers.${index}.name`}
render={({ field }) => (
<FormItem
className={cn({
'col-span-4': !showAdvancedSettings,
'col-span-5': showAdvancedSettings,
})}
>
{!showAdvancedSettings && index === 0 && (
<FormLabel>
<Trans>Name</Trans>
</FormLabel>
)}
<FormControl>
<Input
placeholder={_(msg`Name`)}
{...field}
disabled={
field.disabled ||
isSubmitting ||
signers[index].email === user?.email ||
isSignerDirectRecipient(signer)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
{showAdvancedSettings && isEnterprise && (
<FormField
control={form.control}
name={`signers.${index}.actionAuth`}
render={({ field }) => (
<FormItem
className={cn('col-span-8', {
'col-span-10': isSigningOrderSequential,
})}
>
<FormControl>
<RecipientActionAuthSelect
{...field}
onValueChange={field.onChange}
disabled={isSubmitting}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
)}
<div className="col-span-2 flex gap-x-2">
<FormField
name={`signers.${index}.role`}
render={({ field }) => (
<FormItem className="col-span-1 mt-auto">
<FormControl>
<RecipientRoleSelect
{...field}
onValueChange={(value) =>
// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
handleRoleChange(index, value as RecipientRole)
}
disabled={isSubmitting}
hideCCRecipients={isSignerDirectRecipient(signer)}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
{isSignerDirectRecipient(signer) ? (
<Tooltip>
<TooltipTrigger className="col-span-1 mt-auto inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80">
<Link2Icon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<h3 className="text-foreground text-lg font-semibold">
<Trans>Direct link receiver</Trans>
</h3>
<p className="text-muted-foreground mt-1">
<Trans>
This field cannot be modified or deleted. When you share
this template's direct link or add it to your public
profile, anyone who accesses it can input their name and
email, and fill in the fields assigned to them.
</Trans>
</p>
</TooltipContent>
</Tooltip>
) : (
<button
type="button"
className="col-span-1 mt-auto inline-flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
disabled={isSubmitting || signers.length === 1}
onClick={() => onRemoveSigner(index)}
>
<Trash className="h-5 w-5" />
</button>
)}
</div>
</motion.fieldset>
</div>
)}
</Draggable>
))}
{provided.placeholder}
</div>
)}
</Droppable>
</DragDropContext>
<FormErrorMessage
className="mt-2"
// Dirty hack to handle errors when .root is populated for an array type
error={'signers__root' in errors && errors['signers__root']}
/>
<div
className={cn('mt-2 flex flex-row items-center space-x-4', {
'mt-4': showAdvancedSettings,
})}
>
<Button
type="button"
className="flex-1"
disabled={isSubmitting}
onClick={() => onAddPlaceholderRecipient()}
>
<Plus className="-ml-1 mr-2 h-5 w-5" />
<Trans>Add Placeholder Recipient</Trans>
</Button>
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
variant="secondary"
disabled={
isSubmitting ||
form.getValues('signers').some((signer) => signer.email === user?.email)
}
onClick={() => onAddPlaceholderSelfRecipient()}
>
<Plus className="-ml-1 mr-2 h-5 w-5" />
<Trans>Add Myself</Trans>
</Button>
</div>
{!alwaysShowAdvancedSettings && isEnterprise && (
<div className="mt-4 flex flex-row items-center">
<Checkbox
id="showAdvancedRecipientSettings"
className="h-5 w-5"
checked={showAdvancedSettings}
onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
/>
<label
className="text-muted-foreground ml-2 text-sm"
htmlFor="showAdvancedRecipientSettings"
>
<Trans>Show advanced settings</Trans>
</label>
</div>
)}
</Form>
</AnimateGenericFadeInOut>
</DocumentFlowFormContainerContent>
<DocumentFlowFormContainerFooter>
<DocumentFlowFormContainerStep step={currentStep} maxStep={totalSteps} />
<DocumentFlowFormContainerActions
loading={isSubmitting}
disabled={isSubmitting}
canGoBack={currentStep > 1}
onGoBackClick={() => previousStep()}
onGoNextClick={() => void onFormSubmit()}
/>
</DocumentFlowFormContainerFooter>
<SigningOrderConfirmation
open={showSigningOrderConfirmation}
onOpenChange={setShowSigningOrderConfirmation}
onConfirm={handleSigningOrderDisable}
/>
</>
);
};