feat: assistant role (#1588)
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.
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committed by
David Nguyen
parent
3e106c1a2d
commit
c0ae68c28b
@@ -3,7 +3,6 @@ import { useState } from 'react';
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import { msg } from '@lingui/core/macro';
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import { useLingui } from '@lingui/react';
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import { Trans } from '@lingui/react/macro';
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import { type Recipient } from '@prisma/client';
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import { Loader } from 'lucide-react';
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import { useRevalidator } from 'react-router';
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@@ -27,17 +26,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
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import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
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import { DocumentSigningFieldContainer } from './document-signing-field-container';
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import { useRequiredDocumentSigningContext } from './document-signing-provider';
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import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
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export type DocumentSigningNameFieldProps = {
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field: FieldWithSignature;
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recipient: Recipient;
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onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
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onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
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};
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export const DocumentSigningNameField = ({
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field,
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recipient,
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onSignField,
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onUnsignField,
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}: DocumentSigningNameFieldProps) => {
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@@ -48,6 +46,8 @@ export const DocumentSigningNameField = ({
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const { fullName: providedFullName, setFullName: setProvidedFullName } =
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useRequiredDocumentSigningContext();
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const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
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const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
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const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
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@@ -67,7 +67,7 @@ export const DocumentSigningNameField = ({
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const [localFullName, setLocalFullName] = useState('');
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const onPreSign = () => {
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if (!providedFullName) {
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if (!providedFullName && !isAssistantMode) {
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setShowFullNameModal(true);
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return false;
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}
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@@ -90,9 +90,9 @@ export const DocumentSigningNameField = ({
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const onSign = async (authOptions?: TRecipientActionAuth, name?: string) => {
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try {
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const value = name || providedFullName;
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const value = name || providedFullName || '';
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if (!value) {
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if (!value && !isAssistantMode) {
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setShowFullNameModal(true);
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return;
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}
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@@ -124,7 +124,9 @@ export const DocumentSigningNameField = ({
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toast({
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title: _(msg`Error`),
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description: _(msg`An error occurred while signing the document.`),
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description: isAssistantMode
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? _(msg`An error occurred while signing as assistant.`)
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: _(msg`An error occurred while signing the document.`),
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variant: 'destructive',
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});
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}
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@@ -150,7 +152,7 @@ export const DocumentSigningNameField = ({
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toast({
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title: _(msg`Error`),
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description: _(msg`An error occurred while removing the signature.`),
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description: _(msg`An error occurred while removing the field.`),
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variant: 'destructive',
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});
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}
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