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feat: assistant role (#1588)

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## 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
This commit is contained in:
Ephraim Duncan
2025-02-01 03:31:18 +00:00
committed by GitHub
parent 4017b250fb
commit 332e0657e0
53 changed files with 1638 additions and 700 deletions
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14
apps/web/src/app/embed/document-fields.tsx
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@@ -12,7 +12,7 @@ import {
ZRadioFieldMeta,
ZTextFieldMeta,
} from '@documenso/lib/types/field-meta';
import type { DocumentMeta, Recipient, TemplateMeta } from '@documenso/prisma/client';
import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
import { type Field, FieldType } from '@documenso/prisma/client';
import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
import type {
@@ -33,7 +33,6 @@ import { SignatureField } from '~/app/(signing)/sign/[token]/signature-field';
import { TextField } from '~/app/(signing)/sign/[token]/text-field';
export type EmbedDocumentFieldsProps = {
recipient: Recipient;
fields: Field[];
metadata?: DocumentMeta | TemplateMeta | null;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
@@ -41,7 +40,6 @@ export type EmbedDocumentFieldsProps = {
};
export const EmbedDocumentFields = ({
recipient,
fields,
metadata,
onSignField,
@@ -55,7 +53,6 @@ export const EmbedDocumentFields = ({
<SignatureField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
typedSignatureEnabled={metadata?.typedSignatureEnabled}
@@ -65,7 +62,6 @@ export const EmbedDocumentFields = ({
<InitialsField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -74,7 +70,6 @@ export const EmbedDocumentFields = ({
<NameField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -83,7 +78,6 @@ export const EmbedDocumentFields = ({
<DateField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
dateFormat={metadata?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
@@ -94,7 +88,6 @@ export const EmbedDocumentFields = ({
<EmailField
key={field.id}
field={field}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -109,7 +102,6 @@ export const EmbedDocumentFields = ({
<TextField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -125,7 +117,6 @@ export const EmbedDocumentFields = ({
<NumberField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -141,7 +132,6 @@ export const EmbedDocumentFields = ({
<RadioField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -157,7 +147,6 @@ export const EmbedDocumentFields = ({
<CheckboxField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>
@@ -173,7 +162,6 @@ export const EmbedDocumentFields = ({
<DropdownField
key={field.id}
field={fieldWithMeta}
recipient={recipient}
onSignField={onSignField}
onUnsignField={onUnsignField}
/>