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
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@@ -508,7 +508,15 @@ export const AddFieldsFormPartial = ({
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}, []);
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useEffect(() => {
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setSelectedSigner(recipients.find((r) => r.sendStatus !== SendStatus.SENT) ?? recipients[0]);
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const recipientsByRoleToDisplay = recipients.filter(
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(recipient) =>
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recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
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);
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setSelectedSigner(
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recipientsByRoleToDisplay.find((r) => r.sendStatus !== SendStatus.SENT) ??
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recipientsByRoleToDisplay[0],
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);
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}, [recipients]);
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const recipientsByRole = useMemo(() => {
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@@ -517,6 +525,7 @@ export const AddFieldsFormPartial = ({
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VIEWER: [],
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SIGNER: [],
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APPROVER: [],
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ASSISTANT: [],
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};
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recipients.forEach((recipient) => {
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@@ -529,7 +538,12 @@ export const AddFieldsFormPartial = ({
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const recipientsByRoleToDisplay = useMemo(() => {
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// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
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return (Object.entries(recipientsByRole) as [RecipientRole, Recipient[]][])
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.filter(([role]) => role !== RecipientRole.CC && role !== RecipientRole.VIEWER)
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.filter(
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([role]) =>
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role !== RecipientRole.CC &&
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role !== RecipientRole.VIEWER &&
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role !== RecipientRole.ASSISTANT,
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)
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.map(
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([role, roleRecipients]) =>
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// eslint-disable-next-line @typescript-eslint/consistent-type-assertions
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@@ -544,12 +558,6 @@ export const AddFieldsFormPartial = ({
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);
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}, [recipientsByRole]);
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const isTypedSignatureEnabled = form.watch('typedSignatureEnabled');
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const handleTypedSignatureChange = (value: boolean) => {
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form.setValue('typedSignatureEnabled', value, { shouldDirty: true });
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};
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const handleAdvancedSettings = () => {
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setShowAdvancedSettings((prev) => !prev);
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};
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@@ -687,9 +695,7 @@ export const AddFieldsFormPartial = ({
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)}
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{!selectedSigner?.email && (
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<span className="gradie flex-1 truncate text-left">
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{selectedSigner?.email}
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</span>
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<span className="flex-1 truncate text-left">{selectedSigner?.email}</span>
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)}
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<ChevronsUpDown className="ml-2 h-4 w-4" />
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