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## Description Adds the ability for the document owner to edit recipients and their fields after the document has been sent. A recipient can only be updated or deleted if: - The recipient has not inserted any fields - Has not completed the document <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit ## Release Notes - **New Features** - Added new localization messages to clarify user actions regarding document signing. - Enhanced French translations for improved user interaction. - **Improvements** - Updated localization strings in German and English for clearer feedback on signer and recipient statuses. - Improved overall structure of localization files for better maintainability. - **Dependency Updates** - Upgraded `next-axiom` and `remeda` libraries to their latest versions, potentially enhancing performance and stability. <!-- end of auto-generated comment: release notes by coderabbit.ai --> --------- Co-authored-by: Mythie <me@lucasjamessmith.me>
701 lines
26 KiB
TypeScript
701 lines
26 KiB
TypeScript
'use client';
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import React, { useCallback, useId, useMemo, useRef, useState } from 'react';
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import type { DropResult, SensorAPI } from '@hello-pangea/dnd';
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import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { Trans, msg } from '@lingui/macro';
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import { useLingui } from '@lingui/react';
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import { motion } from 'framer-motion';
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import { GripVerticalIcon, Plus, Trash } from 'lucide-react';
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import { useSession } from 'next-auth/react';
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import { useFieldArray, useForm } from 'react-hook-form';
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import { prop, sortBy } from 'remeda';
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import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
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import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
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import { nanoid } from '@documenso/lib/universal/id';
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import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
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import type { Field, Recipient } from '@documenso/prisma/client';
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import { DocumentSigningOrder, RecipientRole, SendStatus } from '@documenso/prisma/client';
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import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
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import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
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import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
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import { cn } from '@documenso/ui/lib/utils';
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import { Button } from '../button';
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import { Checkbox } from '../checkbox';
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import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
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import { FormErrorMessage } from '../form/form-error-message';
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import { Input } from '../input';
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import { useStep } from '../stepper';
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import { useToast } from '../use-toast';
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import type { TAddSignersFormSchema } from './add-signers.types';
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import { ZAddSignersFormSchema } from './add-signers.types';
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import {
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DocumentFlowFormContainerActions,
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DocumentFlowFormContainerContent,
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DocumentFlowFormContainerFooter,
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DocumentFlowFormContainerHeader,
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DocumentFlowFormContainerStep,
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} from './document-flow-root';
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import { ShowFieldItem } from './show-field-item';
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import type { DocumentFlowStep } from './types';
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export type AddSignersFormProps = {
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documentFlow: DocumentFlowStep;
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recipients: Recipient[];
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fields: Field[];
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signingOrder?: DocumentSigningOrder | null;
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isDocumentEnterprise: boolean;
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onSubmit: (_data: TAddSignersFormSchema) => void;
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isDocumentPdfLoaded: boolean;
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};
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export const AddSignersFormPartial = ({
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documentFlow,
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recipients,
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fields,
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signingOrder,
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isDocumentEnterprise,
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onSubmit,
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isDocumentPdfLoaded,
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}: AddSignersFormProps) => {
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const { _ } = useLingui();
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const { toast } = useToast();
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const { remaining } = useLimits();
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const { data: session } = useSession();
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const user = session?.user;
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const initialId = useId();
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const $sensorApi = useRef<SensorAPI | null>(null);
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const { currentStep, totalSteps, previousStep } = useStep();
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const defaultRecipients = [
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{
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formId: initialId,
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name: '',
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email: '',
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role: RecipientRole.SIGNER,
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signingOrder: 1,
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actionAuth: undefined,
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},
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];
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const form = useForm<TAddSignersFormSchema>({
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resolver: zodResolver(ZAddSignersFormSchema),
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defaultValues: {
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signers:
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recipients.length > 0
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? sortBy(
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recipients.map((recipient, index) => ({
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nativeId: recipient.id,
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formId: String(recipient.id),
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name: recipient.name,
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email: recipient.email,
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role: recipient.role,
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signingOrder: recipient.signingOrder ?? index + 1,
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actionAuth:
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ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
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})),
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[prop('signingOrder'), 'asc'],
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[prop('nativeId'), 'asc'],
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)
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: defaultRecipients,
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signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
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},
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});
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// Always show advanced settings if any recipient has auth options.
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const alwaysShowAdvancedSettings = useMemo(() => {
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const recipientHasAuthOptions = recipients.find((recipient) => {
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const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
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return recipientAuthOptions?.accessAuth || recipientAuthOptions?.actionAuth;
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});
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const formHasActionAuth = form.getValues('signers').find((signer) => signer.actionAuth);
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return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
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}, [recipients, form]);
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const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
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const {
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setValue,
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formState: { errors, isSubmitting },
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control,
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watch,
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} = form;
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const watchedSigners = watch('signers');
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const isSigningOrderSequential = watch('signingOrder') === DocumentSigningOrder.SEQUENTIAL;
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const normalizeSigningOrders = (signers: typeof watchedSigners) => {
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return signers
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.sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
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.map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
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};
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const onFormSubmit = form.handleSubmit(onSubmit);
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const {
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append: appendSigner,
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fields: signers,
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remove: removeSigner,
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} = useFieldArray({
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control,
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name: 'signers',
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});
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const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
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const isUserAlreadyARecipient = watchedSigners.some(
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(signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
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);
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const hasDocumentBeenSent = recipients.some(
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(recipient) => recipient.sendStatus === SendStatus.SENT,
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);
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const canRecipientBeModified = (recipientId?: number) => {
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if (recipientId === undefined) {
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return true;
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}
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const recipient = recipients.find((recipient) => recipient.id === recipientId);
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if (!recipient) {
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return false;
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}
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return utilCanRecipientBeModified(recipient, fields);
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};
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const onAddSigner = () => {
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appendSigner({
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formId: nanoid(12),
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name: '',
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email: '',
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role: RecipientRole.SIGNER,
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actionAuth: undefined,
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signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
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});
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};
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const onRemoveSigner = (index: number) => {
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const signer = signers[index];
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if (!canRecipientBeModified(signer.nativeId)) {
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toast({
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title: _(msg`Cannot remove signer`),
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description: _(msg`This signer has already signed the document.`),
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variant: 'destructive',
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});
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return;
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}
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removeSigner(index);
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const updatedSigners = signers.filter((_, idx) => idx !== index);
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form.setValue('signers', normalizeSigningOrders(updatedSigners));
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};
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const onAddSelfSigner = () => {
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if (emptySignerIndex !== -1) {
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setValue(`signers.${emptySignerIndex}.name`, user?.name ?? '');
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setValue(`signers.${emptySignerIndex}.email`, user?.email ?? '');
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} else {
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appendSigner({
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formId: nanoid(12),
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name: user?.name ?? '',
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email: user?.email ?? '',
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role: RecipientRole.SIGNER,
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actionAuth: undefined,
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signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
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});
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}
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};
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const onKeyDown = (event: React.KeyboardEvent<HTMLInputElement>) => {
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if (event.key === 'Enter' && event.target instanceof HTMLInputElement) {
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onAddSigner();
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}
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};
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const onDragEnd = useCallback(
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async (result: DropResult) => {
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if (!result.destination) return;
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const items = Array.from(watchedSigners);
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const [reorderedSigner] = items.splice(result.source.index, 1);
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let insertIndex = result.destination.index;
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while (insertIndex < items.length && !canRecipientBeModified(items[insertIndex].nativeId)) {
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insertIndex++;
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}
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items.splice(insertIndex, 0, reorderedSigner);
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const updatedSigners = items.map((item, index) => ({
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...item,
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signingOrder: !canRecipientBeModified(item.nativeId) ? item.signingOrder : index + 1,
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}));
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updatedSigners.forEach((item, index) => {
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const keys: (keyof typeof item)[] = [
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'formId',
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'nativeId',
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'email',
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'name',
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'role',
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'signingOrder',
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'actionAuth',
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];
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keys.forEach((key) => {
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form.setValue(`signers.${index}.${key}` as const, item[key]);
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});
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});
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const currentLength = form.getValues('signers').length;
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if (currentLength > updatedSigners.length) {
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for (let i = updatedSigners.length; i < currentLength; i++) {
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form.unregister(`signers.${i}`);
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}
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}
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await form.trigger('signers');
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},
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[form, canRecipientBeModified, watchedSigners],
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);
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const triggerDragAndDrop = useCallback(
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(fromIndex: number, toIndex: number) => {
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if (!$sensorApi.current) {
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return;
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}
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const draggableId = signers[fromIndex].id;
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const preDrag = $sensorApi.current.tryGetLock(draggableId);
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if (!preDrag) {
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return;
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}
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const drag = preDrag.snapLift();
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setTimeout(() => {
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// Move directly to the target index
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if (fromIndex < toIndex) {
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for (let i = fromIndex; i < toIndex; i++) {
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drag.moveDown();
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}
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} else {
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for (let i = fromIndex; i > toIndex; i--) {
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drag.moveUp();
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}
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}
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setTimeout(() => {
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drag.drop();
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}, 500);
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}, 0);
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},
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[signers],
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);
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const updateSigningOrders = useCallback(
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(newIndex: number, oldIndex: number) => {
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const updatedSigners = form.getValues('signers').map((signer, index) => {
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if (index === oldIndex) {
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return { ...signer, signingOrder: newIndex + 1 };
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} else if (index >= newIndex && index < oldIndex) {
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return {
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...signer,
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signingOrder: !canRecipientBeModified(signer.nativeId)
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? signer.signingOrder
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: (signer.signingOrder ?? index + 1) + 1,
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};
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} else if (index <= newIndex && index > oldIndex) {
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return {
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...signer,
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signingOrder: !canRecipientBeModified(signer.nativeId)
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? signer.signingOrder
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: Math.max(1, (signer.signingOrder ?? index + 1) - 1),
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};
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}
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return signer;
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});
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updatedSigners.forEach((signer, index) => {
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form.setValue(`signers.${index}.signingOrder`, signer.signingOrder);
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});
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},
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[form, canRecipientBeModified],
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);
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const handleSigningOrderChange = useCallback(
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(index: number, newOrderString: string) => {
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const newOrder = parseInt(newOrderString, 10);
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if (!newOrderString.trim()) {
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return;
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}
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if (Number.isNaN(newOrder)) {
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form.setValue(`signers.${index}.signingOrder`, index + 1);
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return;
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}
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const newIndex = newOrder - 1;
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if (index !== newIndex) {
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updateSigningOrders(newIndex, index);
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triggerDragAndDrop(index, newIndex);
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}
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},
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[form, triggerDragAndDrop, updateSigningOrders],
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);
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return (
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<>
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<DocumentFlowFormContainerHeader
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title={documentFlow.title}
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description={documentFlow.description}
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/>
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<DocumentFlowFormContainerContent>
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{isDocumentPdfLoaded &&
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fields.map((field, index) => (
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<ShowFieldItem key={index} field={field} recipients={recipients} />
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))}
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<AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
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<Form {...form}>
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<FormField
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control={form.control}
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name="signingOrder"
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render={({ field }) => (
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<FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
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<FormControl>
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<Checkbox
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{...field}
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id="signingOrder"
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checkClassName="text-white"
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checked={field.value === DocumentSigningOrder.SEQUENTIAL}
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onCheckedChange={(checked) =>
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field.onChange(
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checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
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)
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}
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disabled={isSubmitting || hasDocumentBeenSent}
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/>
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</FormControl>
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<FormLabel
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htmlFor="signingOrder"
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className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
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>
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<Trans>Enable signing order</Trans>
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</FormLabel>
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</FormItem>
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)}
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/>
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<DragDropContext
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onDragEnd={onDragEnd}
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sensors={[
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(api: SensorAPI) => {
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$sensorApi.current = api;
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},
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]}
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>
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<Droppable droppableId="signers">
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{(provided) => (
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<div
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{...provided.droppableProps}
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ref={provided.innerRef}
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className="flex w-full flex-col gap-y-2"
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>
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{signers.map((signer, index) => (
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<Draggable
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key={`${signer.id}-${signer.signingOrder}`}
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draggableId={signer.id}
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index={index}
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isDragDisabled={
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!isSigningOrderSequential ||
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isSubmitting ||
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!canRecipientBeModified(signer.nativeId) ||
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!signer.signingOrder
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}
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>
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{(provided, snapshot) => (
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<div
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ref={provided.innerRef}
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{...provided.draggableProps}
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{...provided.dragHandleProps}
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className={cn('py-1', {
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'bg-widget-foreground pointer-events-none rounded-md pt-2':
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snapshot.isDragging,
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})}
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>
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<motion.fieldset
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data-native-id={signer.nativeId}
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disabled={isSubmitting || !canRecipientBeModified(signer.nativeId)}
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className={cn('grid grid-cols-10 items-end gap-2 pb-2', {
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'border-b pt-2': showAdvancedSettings,
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'grid-cols-12 pr-3': isSigningOrderSequential,
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})}
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>
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{isSigningOrderSequential && (
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<FormField
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control={form.control}
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name={`signers.${index}.signingOrder`}
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render={({ field }) => (
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<FormItem className="col-span-2 mt-auto flex items-center gap-x-1 space-y-0">
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<GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
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<FormControl>
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<Input
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type="number"
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max={signers.length}
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className={cn(
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'w-full text-center',
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'[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
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)}
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{...field}
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onChange={(e) => {
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field.onChange(e);
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handleSigningOrderChange(index, e.target.value);
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}}
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onBlur={(e) => {
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field.onBlur();
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handleSigningOrderChange(index, e.target.value);
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}}
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disabled={
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snapshot.isDragging ||
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isSubmitting ||
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!canRecipientBeModified(signer.nativeId)
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}
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/>
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</FormControl>
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<FormMessage />
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</FormItem>
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)}
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/>
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)}
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<FormField
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control={form.control}
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name={`signers.${index}.email`}
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render={({ field }) => (
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<FormItem
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className={cn('relative', {
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'col-span-4': !showAdvancedSettings,
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'col-span-5': showAdvancedSettings,
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})}
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>
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{!showAdvancedSettings && (
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<FormLabel required>
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<Trans>Email</Trans>
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</FormLabel>
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)}
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<FormControl>
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<Input
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type="email"
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placeholder="Email"
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{...field}
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disabled={
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snapshot.isDragging ||
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isSubmitting ||
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!canRecipientBeModified(signer.nativeId)
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}
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onKeyDown={onKeyDown}
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/>
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</FormControl>
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<FormMessage />
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</FormItem>
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)}
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/>
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<FormField
|
|
control={form.control}
|
|
name={`signers.${index}.name`}
|
|
render={({ field }) => (
|
|
<FormItem
|
|
className={cn({
|
|
'col-span-4': !showAdvancedSettings,
|
|
'col-span-5': showAdvancedSettings,
|
|
})}
|
|
>
|
|
{!showAdvancedSettings && (
|
|
<FormLabel>
|
|
<Trans>Name</Trans>
|
|
</FormLabel>
|
|
)}
|
|
|
|
<FormControl>
|
|
<Input
|
|
placeholder={_(msg`Name`)}
|
|
{...field}
|
|
disabled={
|
|
snapshot.isDragging ||
|
|
isSubmitting ||
|
|
!canRecipientBeModified(signer.nativeId)
|
|
}
|
|
onKeyDown={onKeyDown}
|
|
/>
|
|
</FormControl>
|
|
|
|
<FormMessage />
|
|
</FormItem>
|
|
)}
|
|
/>
|
|
|
|
{showAdvancedSettings && isDocumentEnterprise && (
|
|
<FormField
|
|
control={form.control}
|
|
name={`signers.${index}.actionAuth`}
|
|
render={({ field }) => (
|
|
<FormItem
|
|
className={cn('col-span-8', {
|
|
'col-span-10': isSigningOrderSequential,
|
|
})}
|
|
>
|
|
<FormControl>
|
|
<RecipientActionAuthSelect
|
|
{...field}
|
|
onValueChange={field.onChange}
|
|
disabled={
|
|
snapshot.isDragging ||
|
|
isSubmitting ||
|
|
!canRecipientBeModified(signer.nativeId)
|
|
}
|
|
/>
|
|
</FormControl>
|
|
|
|
<FormMessage />
|
|
</FormItem>
|
|
)}
|
|
/>
|
|
)}
|
|
|
|
<div className="col-span-2 flex gap-x-2">
|
|
<FormField
|
|
name={`signers.${index}.role`}
|
|
render={({ field }) => (
|
|
<FormItem className="mt-auto">
|
|
<FormControl>
|
|
<RecipientRoleSelect
|
|
{...field}
|
|
onValueChange={field.onChange}
|
|
disabled={
|
|
snapshot.isDragging ||
|
|
isSubmitting ||
|
|
!canRecipientBeModified(signer.nativeId)
|
|
}
|
|
/>
|
|
</FormControl>
|
|
|
|
<FormMessage />
|
|
</FormItem>
|
|
)}
|
|
/>
|
|
|
|
<button
|
|
type="button"
|
|
className="mt-auto inline-flex h-10 w-10 items-center justify-center hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
|
|
disabled={
|
|
snapshot.isDragging ||
|
|
isSubmitting ||
|
|
!canRecipientBeModified(signer.nativeId) ||
|
|
signers.length === 1
|
|
}
|
|
onClick={() => onRemoveSigner(index)}
|
|
>
|
|
<Trash className="h-4 w-4" />
|
|
</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 || signers.length >= remaining.recipients}
|
|
onClick={() => onAddSigner()}
|
|
>
|
|
<Plus className="-ml-1 mr-2 h-5 w-5" />
|
|
<Trans>Add Signer</Trans>
|
|
</Button>
|
|
|
|
<Button
|
|
type="button"
|
|
variant="secondary"
|
|
className="dark:bg-muted dark:hover:bg-muted/80 bg-black/5 hover:bg-black/10"
|
|
disabled={isSubmitting || isUserAlreadyARecipient}
|
|
onClick={() => onAddSelfSigner()}
|
|
>
|
|
<Plus className="-ml-1 mr-2 h-5 w-5" />
|
|
<Trans>Add myself</Trans>
|
|
</Button>
|
|
</div>
|
|
|
|
{!alwaysShowAdvancedSettings && isDocumentEnterprise && (
|
|
<div className="mt-4 flex flex-row items-center">
|
|
<Checkbox
|
|
id="showAdvancedRecipientSettings"
|
|
className="h-5 w-5"
|
|
checkClassName="dark:text-white text-primary"
|
|
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}
|
|
onGoBackClick={previousStep}
|
|
onGoNextClick={() => void onFormSubmit()}
|
|
/>
|
|
</DocumentFlowFormContainerFooter>
|
|
</>
|
|
);
|
|
};
|