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.
This commit is contained in:
Ephraim Duncan
2025-02-01 03:31:18 +00:00
committed by David Nguyen
parent 3e106c1a2d
commit c0ae68c28b
52 changed files with 1671 additions and 704 deletions

View File

@@ -2,7 +2,6 @@ import { useEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import type { Recipient } from '@prisma/client';
import { Loader } from 'lucide-react';
import { useRevalidator } from 'react-router';
@@ -22,17 +21,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
import { DocumentSigningFieldContainer } from './document-signing-field-container';
import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
export type DocumentSigningRadioFieldProps = {
field: FieldWithSignatureAndFieldMeta;
recipient: Recipient;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
export const DocumentSigningRadioField = ({
field,
recipient,
onSignField,
onUnsignField,
}: DocumentSigningRadioFieldProps) => {
@@ -40,6 +38,8 @@ export const DocumentSigningRadioField = ({
const { toast } = useToast();
const { revalidate } = useRevalidator();
const { recipient, targetSigner, isAssistantMode } = useDocumentSigningRecipientContext();
const parsedFieldMeta = ZRadioFieldMeta.parse(field.fieldMeta);
const values = parsedFieldMeta.values?.map((item) => ({
...item,
@@ -68,16 +68,26 @@ export const DocumentSigningRadioField = ({
const onSign = async (authOptions?: TRecipientActionAuth) => {
try {
if (isAssistantMode && !targetSigner) {
return;
}
if (!selectedOption) {
return;
}
const signingRecipient = isAssistantMode && targetSigner ? targetSigner : recipient;
const payload: TSignFieldWithTokenMutationSchema = {
token: recipient.token,
token: signingRecipient.token,
fieldId: field.id,
value: selectedOption,
isBase64: true,
authOptions,
...(isAssistantMode && {
isAssistantPrefill: true,
assistantId: recipient.id,
}),
};
if (onSignField) {
@@ -100,7 +110,9 @@ export const DocumentSigningRadioField = ({
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while signing the document.`),
description: isAssistantMode
? _(msg`An error occurred while signing as assistant.`)
: _(msg`An error occurred while signing the document.`),
variant: 'destructive',
});
}
@@ -127,7 +139,7 @@ export const DocumentSigningRadioField = ({
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while removing the signature.`),
description: _(msg`An error occurred while removing the selection.`),
variant: 'destructive',
});
}