Compare commits
10 Commits
v1.9.1-rc.
...
v1.9.1-rc.
| Author | SHA1 | Date | |
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e95e13021d | ||
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5dfb17c216 | ||
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27b81bc807 | ||
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6ce0be67ab | ||
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123a709836 | ||
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ae6cc24317 | ||
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a41ac632d0 | ||
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1789eff564 | ||
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235d846d2b | ||
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ca3d65ad10 |
@@ -52,9 +52,9 @@ Platform customers have access to advanced styling options to customize the embe
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<EmbedDirectTemplate
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token={token}
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cssVars={{
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colorPrimary: '#0000FF',
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colorBackground: '#F5F5F5',
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borderRadius: '8px',
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primary: '#0000FF',
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background: '#F5F5F5',
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radius: '8px',
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}}
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/>
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```
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@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
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}
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`;
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const cssVars = {
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colorPrimary: '#0000FF',
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colorBackground: '#F5F5F5',
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borderRadius: '8px',
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primary: '#0000FF',
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background: '#F5F5F5',
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radius: '8px',
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};
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return (
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@@ -99,9 +99,9 @@ const MyEmbeddingComponent = () => {
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`}
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// CSS Variables
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cssVars={{
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colorPrimary: '#0000FF',
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colorBackground: '#F5F5F5',
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borderRadius: '8px',
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primary: '#0000FF',
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background: '#F5F5F5',
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radius: '8px',
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}}
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// Dark Mode Control
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darkModeDisabled={true}
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@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
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}
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`;
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const cssVars = {
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colorPrimary: '#0000FF',
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colorBackground: '#F5F5F5',
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borderRadius: '8px',
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primary: '#0000FF',
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background: '#F5F5F5',
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radius: '8px',
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};
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return (
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@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
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}
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`;
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const cssVars = {
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colorPrimary: '#0000FF',
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colorBackground: '#F5F5F5',
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borderRadius: '8px',
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primary: '#0000FF',
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background: '#F5F5F5',
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radius: '8px',
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};
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</script>
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@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
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}
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`;
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const cssVars = {
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colorPrimary: '#0000FF',
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colorBackground: '#F5F5F5',
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borderRadius: '8px',
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primary: '#0000FF',
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background: '#F5F5F5',
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radius: '8px',
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};
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</script>
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@@ -532,3 +532,93 @@ Replace the `text` value with the corresponding field type:
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- For the `SELECT` field it should be `select`. (check this before merge)
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You must pass this property at all times, even if you don't need to set any other properties. If you don't, the endpoint will throw an error.
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## Pre-fill Fields On Document Creation
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The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
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To pre-fill a field, you need to make a `POST` request to the `/api/v1/templates/{templateId}/generate-document` endpoint with the field information. Here's an example:
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```json
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{
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"title": "my-document.pdf",
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"recipients": [
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{
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"id": 3,
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"name": "Example User",
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"email": "example@documenso.com",
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"signingOrder": 1,
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"role": "SIGNER"
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}
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],
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"prefillFields": [
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{
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"id": 21,
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"type": "text",
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"label": "my-label",
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"placeholder": "my-placeholder",
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"value": "my-value"
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},
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{
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"id": 22,
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"type": "number",
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"label": "my-label",
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"placeholder": "my-placeholder",
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"value": "123"
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},
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{
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"id": 23,
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"type": "checkbox",
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"label": "my-label",
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"placeholder": "my-placeholder",
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"value": ["option-1", "option-2"]
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}
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]
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}
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```
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Check out the endpoint in the [API V1 documentation](https://app.documenso.com/api/v1/openapi#:~:text=/%7BtemplateId%7D/-,generate,-%2Ddocument).
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### API V2
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For API V2, you need to make a `POST` request to the `/api/v2-beta/template/use` endpoint with the field(s) information. Here's an example:
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```json
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{
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"templateId": 111,
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"recipients": [
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{
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"id": 3,
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"name": "Example User",
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"email": "example@documenso.com",
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"signingOrder": 1,
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"role": "SIGNER"
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}
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],
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"prefillFields": [
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{
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"id": 21,
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"type": "text",
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"label": "my-label",
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"placeholder": "my-placeholder",
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"value": "my-value"
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},
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{
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"id": 22,
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"type": "number",
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"label": "my-label",
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"placeholder": "my-placeholder",
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"value": "123"
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},
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{
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"id": 23,
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"type": "checkbox",
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"label": "my-label",
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"placeholder": "my-placeholder",
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"value": ["option-1", "option-2"]
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}
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]
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}
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```
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Check out the endpoint in the [API V2 documentation](https://openapi.documenso.com/reference#tag/template/POST/template/use).
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@@ -1,6 +1,6 @@
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{
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"name": "@documenso/web",
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"version": "1.9.1-rc.6",
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"version": "1.9.1-rc.9",
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"private": true,
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"license": "AGPL-3.0",
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"scripts": {
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@@ -90,7 +90,7 @@ export const SignDirectTemplateForm = ({
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||||
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const tempField: DirectTemplateLocalField = {
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...field,
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customText: value.value,
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customText: value.value ?? '',
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inserted: true,
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signedValue: value,
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};
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@@ -101,8 +101,8 @@ export const SignDirectTemplateForm = ({
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created: new Date(),
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recipientId: 1,
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fieldId: 1,
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signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
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typedSignature: value.value.startsWith('data:') ? null : value.value,
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signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
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typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
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} satisfies Signature;
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}
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@@ -311,7 +311,11 @@ export const SigningForm = ({
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<>
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<form onSubmit={handleSubmit(onFormSubmit)}>
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<p className="text-muted-foreground mt-2 text-sm">
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<Trans>Please review the document before signing.</Trans>
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{recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
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<Trans>Please review the document before approving.</Trans>
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) : (
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<Trans>Please review the document before signing.</Trans>
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)}
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</p>
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<hr className="border-border mb-8 mt-4" />
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@@ -335,38 +339,40 @@ export const SigningForm = ({
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/>
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</div>
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<div>
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<Label htmlFor="Signature">
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<Trans>Signature</Trans>
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</Label>
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{hasSignatureField && (
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<div>
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<Label htmlFor="Signature">
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<Trans>Signature</Trans>
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</Label>
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<Card className="mt-2" gradient degrees={-120}>
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<CardContent className="p-0">
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<SignaturePad
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className="h-44 w-full"
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disabled={isSubmitting}
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defaultValue={signature ?? undefined}
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onValidityChange={(isValid) => {
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setSignatureValid(isValid);
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}}
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onChange={(value) => {
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if (signatureValid) {
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setSignature(value);
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}
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}}
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allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
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/>
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</CardContent>
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</Card>
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<Card className="mt-2" gradient degrees={-120}>
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<CardContent className="p-0">
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<SignaturePad
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className="h-44 w-full"
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disabled={isSubmitting}
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defaultValue={signature ?? undefined}
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onValidityChange={(isValid) => {
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setSignatureValid(isValid);
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}}
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onChange={(value) => {
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if (signatureValid) {
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setSignature(value);
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}
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}}
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allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
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/>
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</CardContent>
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</Card>
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{hasSignatureField && !signatureValid && (
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<div className="text-destructive mt-2 text-sm">
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<Trans>
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Signature is too small. Please provide a more complete signature.
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</Trans>
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</div>
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)}
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</div>
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{!signatureValid && (
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<div className="text-destructive mt-2 text-sm">
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<Trans>
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Signature is too small. Please provide a more complete signature.
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</Trans>
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</div>
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)}
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</div>
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||||
)}
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</div>
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<div className="flex flex-col gap-4 md:flex-row">
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@@ -1,6 +1,7 @@
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import { useMemo, useState } from 'react';
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import { Trans } from '@lingui/macro';
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import { match } from 'ts-pattern';
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|
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import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
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import type { Field } from '@documenso/prisma/client';
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@@ -58,62 +59,88 @@ export const SignDialog = ({
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loading={isSubmitting}
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disabled={disabled}
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>
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{isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
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{match({ isComplete, role })
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.with({ isComplete: false }, () => <Trans>Next field</Trans>)
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.with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
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.with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
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<Trans>Mark as viewed</Trans>
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))
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.with({ isComplete: true }, () => <Trans>Complete</Trans>)
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||||
.exhaustive()}
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</Button>
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</DialogTrigger>
|
||||
|
||||
<DialogContent>
|
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<DialogTitle>
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<div className="text-foreground text-xl font-semibold">
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{role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
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{role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
|
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{role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
|
||||
{match(role)
|
||||
.with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
|
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.with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
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.with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
|
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.with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
|
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.with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
|
||||
.exhaustive()}
|
||||
</div>
|
||||
</DialogTitle>
|
||||
|
||||
<div className="text-muted-foreground max-w-[50ch]">
|
||||
{role === RecipientRole.VIEWER && (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
{match(role)
|
||||
.with(RecipientRole.VIEWER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
)}
|
||||
{role === RecipientRole.SIGNER && (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete signing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))
|
||||
.with(RecipientRole.SIGNER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete signing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
)}
|
||||
{role === RecipientRole.APPROVER && (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete approving{' '}
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
"{documentTitle}"
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))
|
||||
.with(RecipientRole.APPROVER, () => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete approving{' '}
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
"{documentTitle}"
|
||||
</span>
|
||||
.
|
||||
</span>
|
||||
.
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
)}
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))
|
||||
.otherwise(() => (
|
||||
<span>
|
||||
<Trans>
|
||||
<span className="inline-flex flex-wrap">
|
||||
You are about to complete viewing "
|
||||
<span className="inline-block max-w-[11rem] truncate align-baseline">
|
||||
{documentTitle}
|
||||
</span>
|
||||
".
|
||||
</span>
|
||||
<br /> Are you sure?
|
||||
</Trans>
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
|
||||
<SigningDisclosure className="mt-4" />
|
||||
@@ -138,9 +165,13 @@ export const SignDialog = ({
|
||||
loading={isSubmitting}
|
||||
onClick={onSignatureComplete}
|
||||
>
|
||||
{role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
|
||||
{role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
|
||||
{role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
|
||||
{match(role)
|
||||
.with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
|
||||
.with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
|
||||
.with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
|
||||
.with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
|
||||
.with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
|
||||
.exhaustive()}
|
||||
</Button>
|
||||
</div>
|
||||
</DialogFooter>
|
||||
|
||||
@@ -182,6 +182,23 @@ export const SigningFieldContainer = ({
|
||||
</button>
|
||||
)}
|
||||
|
||||
{(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
|
||||
field.fieldMeta?.label && (
|
||||
<div
|
||||
className={cn(
|
||||
'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
|
||||
{
|
||||
'bg-foreground/5 border-border border': !field.inserted,
|
||||
},
|
||||
{
|
||||
'bg-documenso-200 border-primary border': field.inserted,
|
||||
},
|
||||
)}
|
||||
>
|
||||
{field.fieldMeta.label}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{children}
|
||||
</FieldRootContainer>
|
||||
</div>
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
'use client';
|
||||
|
||||
import { useEffect, useLayoutEffect, useRef, useState } from 'react';
|
||||
import { useEffect, useLayoutEffect, useState } from 'react';
|
||||
|
||||
import { useSearchParams } from 'next/navigation';
|
||||
|
||||
@@ -13,6 +13,10 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
|
||||
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
|
||||
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
|
||||
import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
|
||||
import {
|
||||
isFieldUnsignedAndRequired,
|
||||
isRequiredField,
|
||||
} from '@documenso/lib/utils/advanced-fields-helpers';
|
||||
import { validateFieldsInserted } from '@documenso/lib/utils/fields';
|
||||
import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@documenso/prisma/client';
|
||||
import { type DocumentData, type Field, FieldType } from '@documenso/prisma/client';
|
||||
@@ -83,21 +87,18 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
const [hasCompletedDocument, setHasCompletedDocument] = useState(false);
|
||||
|
||||
const [isExpanded, setIsExpanded] = useState(false);
|
||||
const [hasAutoExpanded, setHasAutoExpanded] = useState(false);
|
||||
|
||||
const [isEmailLocked, setIsEmailLocked] = useState(false);
|
||||
const [isNameLocked, setIsNameLocked] = useState(false);
|
||||
|
||||
const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
|
||||
|
||||
const documentEndRef = useRef<HTMLDivElement>(null);
|
||||
|
||||
const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
|
||||
|
||||
const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
|
||||
|
||||
const [pendingFields, _completedFields] = [
|
||||
localFields.filter((field) => !field.inserted),
|
||||
localFields.filter((field) => isFieldUnsignedAndRequired(field)),
|
||||
localFields.filter((field) => field.inserted),
|
||||
];
|
||||
|
||||
@@ -115,7 +116,7 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
|
||||
const newField: DirectTemplateLocalField = structuredClone({
|
||||
...field,
|
||||
customText: payload.value,
|
||||
customText: payload.value ?? '',
|
||||
inserted: true,
|
||||
signedValue: payload,
|
||||
});
|
||||
@@ -126,8 +127,10 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
created: new Date(),
|
||||
recipientId: 1,
|
||||
fieldId: 1,
|
||||
signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
|
||||
typedSignature: payload.value.startsWith('data:') ? null : payload.value,
|
||||
signatureImageAsBase64:
|
||||
payload.value && payload.value.startsWith('data:') ? payload.value : null,
|
||||
typedSignature:
|
||||
payload.value && !payload.value.startsWith('data:') ? payload.value : null,
|
||||
} satisfies Signature;
|
||||
}
|
||||
|
||||
@@ -185,7 +188,7 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
};
|
||||
|
||||
const onNextFieldClick = () => {
|
||||
validateFieldsInserted(localFields);
|
||||
validateFieldsInserted(pendingFields);
|
||||
|
||||
setShowPendingFieldTooltip(true);
|
||||
setIsExpanded(false);
|
||||
@@ -197,7 +200,7 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
return;
|
||||
}
|
||||
|
||||
const valid = validateFieldsInserted(localFields);
|
||||
const valid = validateFieldsInserted(pendingFields);
|
||||
|
||||
if (!valid) {
|
||||
setShowPendingFieldTooltip(true);
|
||||
@@ -210,12 +213,6 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
|
||||
}
|
||||
|
||||
localFields.forEach((field) => {
|
||||
if (!field.signedValue) {
|
||||
throw new Error('Invalid configuration');
|
||||
}
|
||||
});
|
||||
|
||||
const {
|
||||
documentId,
|
||||
token: documentToken,
|
||||
@@ -226,13 +223,11 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
directRecipientName: fullName,
|
||||
directRecipientEmail: email,
|
||||
templateUpdatedAt: updatedAt,
|
||||
signedFieldValues: localFields.map((field) => {
|
||||
if (!field.signedValue) {
|
||||
throw new Error('Invalid configuration');
|
||||
}
|
||||
|
||||
return field.signedValue;
|
||||
}),
|
||||
signedFieldValues: localFields
|
||||
.filter((field) => {
|
||||
return field.signedValue && (isRequiredField(field) || field.inserted);
|
||||
})
|
||||
.map((field) => field.signedValue!),
|
||||
});
|
||||
|
||||
if (window.parent) {
|
||||
@@ -320,43 +315,6 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
}
|
||||
}, [hasFinishedInit, hasDocumentLoaded]);
|
||||
|
||||
// Set up intersection observer to auto-expand widget when user reaches bottom of document
|
||||
useEffect(() => {
|
||||
if (!hasDocumentLoaded || !hasFinishedInit || hasAutoExpanded || isExpanded) {
|
||||
return;
|
||||
}
|
||||
|
||||
// Add a delay to ensure document has fully rendered and stabilized
|
||||
const timeoutId = setTimeout(() => {
|
||||
// Get the number of pages in the document
|
||||
const pageCount = document.querySelectorAll(PDF_VIEWER_PAGE_SELECTOR).length;
|
||||
|
||||
// Only set up the observer if there's more than one page
|
||||
if (pageCount <= 1) return;
|
||||
|
||||
const observer = new IntersectionObserver(
|
||||
(entries) => {
|
||||
const [entry] = entries;
|
||||
|
||||
if (entry.isIntersecting) {
|
||||
setIsExpanded(true);
|
||||
setHasAutoExpanded(true);
|
||||
observer.disconnect();
|
||||
}
|
||||
},
|
||||
{ threshold: 1.0 },
|
||||
);
|
||||
|
||||
if (documentEndRef.current) {
|
||||
observer.observe(documentEndRef.current);
|
||||
}
|
||||
}, 1500); // 1.5 second delay
|
||||
|
||||
return () => {
|
||||
clearTimeout(timeoutId);
|
||||
};
|
||||
}, [hasDocumentLoaded, hasFinishedInit, hasAutoExpanded, isExpanded]);
|
||||
|
||||
if (hasCompletedDocument) {
|
||||
return (
|
||||
<EmbedDocumentCompleted
|
||||
@@ -384,14 +342,12 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
documentData={documentData}
|
||||
onDocumentLoad={() => setHasDocumentLoaded(true)}
|
||||
/>
|
||||
{/* Observer target at the bottom of the document */}
|
||||
<div ref={documentEndRef} className="h-4 w-full" />
|
||||
</div>
|
||||
|
||||
{/* Widget */}
|
||||
<div
|
||||
key={isExpanded ? 'expanded' : 'collapsed'}
|
||||
className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
|
||||
className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
|
||||
data-expanded={isExpanded || undefined}
|
||||
>
|
||||
<div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
|
||||
@@ -474,40 +430,42 @@ export const EmbedDirectTemplateClientPage = ({
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label htmlFor="Signature">
|
||||
<Trans>Signature</Trans>
|
||||
</Label>
|
||||
{hasSignatureField && (
|
||||
<div>
|
||||
<Label htmlFor="Signature">
|
||||
<Trans>Signature</Trans>
|
||||
</Label>
|
||||
|
||||
<Card className="mt-2" gradient degrees={-120}>
|
||||
<CardContent className="p-0">
|
||||
<SignaturePad
|
||||
className="h-44 w-full"
|
||||
disabled={isThrottled || isSubmitting}
|
||||
defaultValue={signature ?? undefined}
|
||||
onChange={(value) => {
|
||||
setSignature(value);
|
||||
}}
|
||||
onValidityChange={(isValid) => {
|
||||
setSignatureValid(isValid);
|
||||
}}
|
||||
allowTypedSignature={Boolean(
|
||||
metadata &&
|
||||
'typedSignatureEnabled' in metadata &&
|
||||
metadata.typedSignatureEnabled,
|
||||
)}
|
||||
/>
|
||||
</CardContent>
|
||||
</Card>
|
||||
<Card className="mt-2" gradient degrees={-120}>
|
||||
<CardContent className="p-0">
|
||||
<SignaturePad
|
||||
className="h-44 w-full"
|
||||
disabled={isThrottled || isSubmitting}
|
||||
defaultValue={signature ?? undefined}
|
||||
onChange={(value) => {
|
||||
setSignature(value);
|
||||
}}
|
||||
onValidityChange={(isValid) => {
|
||||
setSignatureValid(isValid);
|
||||
}}
|
||||
allowTypedSignature={Boolean(
|
||||
metadata &&
|
||||
'typedSignatureEnabled' in metadata &&
|
||||
metadata.typedSignatureEnabled,
|
||||
)}
|
||||
/>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{hasSignatureField && !signatureValid && (
|
||||
<div className="text-destructive mt-2 text-sm">
|
||||
<Trans>
|
||||
Signature is too small. Please provide a more complete signature.
|
||||
</Trans>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
{hasSignatureField && !signatureValid && (
|
||||
<div className="text-destructive mt-2 text-sm">
|
||||
<Trans>
|
||||
Signature is too small. Please provide a more complete signature.
|
||||
</Trans>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -110,7 +110,9 @@ export default async function EmbedDirectTemplatePage({ params }: EmbedDirectTem
|
||||
recipient={recipient}
|
||||
fields={fields}
|
||||
metadata={template.templateMeta}
|
||||
hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
|
||||
hidePoweredBy={
|
||||
isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
|
||||
}
|
||||
allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
|
||||
/>
|
||||
</RecipientProvider>
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
'use client';
|
||||
|
||||
import { useEffect, useId, useLayoutEffect, useRef, useState } from 'react';
|
||||
import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
|
||||
|
||||
import { Trans, msg } from '@lingui/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
@@ -8,6 +8,7 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
|
||||
|
||||
import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
|
||||
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
|
||||
import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
|
||||
import { validateFieldsInserted } from '@documenso/lib/utils/fields';
|
||||
import type { DocumentMeta, TemplateMeta } from '@documenso/prisma/client';
|
||||
import {
|
||||
@@ -91,33 +92,37 @@ export const EmbedSignDocumentClientPage = ({
|
||||
);
|
||||
|
||||
const [isExpanded, setIsExpanded] = useState(false);
|
||||
const [hasAutoExpanded, setHasAutoExpanded] = useState(false);
|
||||
const [isNameLocked, setIsNameLocked] = useState(false);
|
||||
const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
|
||||
|
||||
const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
|
||||
|
||||
const documentEndRef = useRef<HTMLDivElement>(null);
|
||||
|
||||
const selectedSigner = allRecipients.find((r) => r.id === selectedSignerId);
|
||||
const isAssistantMode = recipient.role === RecipientRole.ASSISTANT;
|
||||
|
||||
const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
|
||||
|
||||
const [pendingFields, _completedFields] = [
|
||||
fields.filter((field) => field.recipientId === recipient.id && !field.inserted),
|
||||
fields.filter(
|
||||
(field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field),
|
||||
),
|
||||
fields.filter((field) => field.inserted),
|
||||
];
|
||||
|
||||
const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
|
||||
trpc.recipient.completeDocumentWithToken.useMutation();
|
||||
|
||||
const fieldsRequiringValidation = useMemo(
|
||||
() => fields.filter(isFieldUnsignedAndRequired),
|
||||
[fields],
|
||||
);
|
||||
|
||||
const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
|
||||
|
||||
const assistantSignersId = useId();
|
||||
|
||||
const onNextFieldClick = () => {
|
||||
validateFieldsInserted(fields);
|
||||
validateFieldsInserted(fieldsRequiringValidation);
|
||||
|
||||
setShowPendingFieldTooltip(true);
|
||||
setIsExpanded(false);
|
||||
@@ -129,7 +134,7 @@ export const EmbedSignDocumentClientPage = ({
|
||||
return;
|
||||
}
|
||||
|
||||
const valid = validateFieldsInserted(fields);
|
||||
const valid = validateFieldsInserted(fieldsRequiringValidation);
|
||||
|
||||
if (!valid) {
|
||||
setShowPendingFieldTooltip(true);
|
||||
@@ -244,42 +249,6 @@ export const EmbedSignDocumentClientPage = ({
|
||||
}
|
||||
}, [hasFinishedInit, hasDocumentLoaded]);
|
||||
|
||||
// Set up intersection observer to auto-expand widget when user reaches bottom of document
|
||||
useEffect(() => {
|
||||
if (!hasDocumentLoaded || !hasFinishedInit || hasAutoExpanded || isExpanded) {
|
||||
return;
|
||||
}
|
||||
|
||||
// Add a delay to ensure document has fully rendered and stabilized
|
||||
const timeoutId = setTimeout(() => {
|
||||
const pageCount = document.querySelectorAll(PDF_VIEWER_PAGE_SELECTOR).length;
|
||||
|
||||
// Only set up the observer if there's more than one page
|
||||
if (pageCount <= 1) return;
|
||||
|
||||
const observer = new IntersectionObserver(
|
||||
(entries) => {
|
||||
const [entry] = entries;
|
||||
|
||||
if (entry.isIntersecting) {
|
||||
setIsExpanded(true);
|
||||
setHasAutoExpanded(true);
|
||||
observer.disconnect();
|
||||
}
|
||||
},
|
||||
{ threshold: 1.0 },
|
||||
);
|
||||
|
||||
if (documentEndRef.current) {
|
||||
observer.observe(documentEndRef.current);
|
||||
}
|
||||
}, 1500); // 1.5 second delay
|
||||
|
||||
return () => {
|
||||
clearTimeout(timeoutId);
|
||||
};
|
||||
}, [hasDocumentLoaded, hasFinishedInit, hasAutoExpanded, isExpanded]);
|
||||
|
||||
if (hasRejectedDocument) {
|
||||
return <EmbedDocumentRejected name={fullName} />;
|
||||
}
|
||||
@@ -322,14 +291,12 @@ export const EmbedSignDocumentClientPage = ({
|
||||
documentData={documentData}
|
||||
onDocumentLoad={() => setHasDocumentLoaded(true)}
|
||||
/>
|
||||
{/* Observer target at the bottom of the document */}
|
||||
<div ref={documentEndRef} className="h-4 w-full" />
|
||||
</div>
|
||||
|
||||
{/* Widget */}
|
||||
<div
|
||||
key={isExpanded ? 'expanded' : 'collapsed'}
|
||||
className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
|
||||
className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
|
||||
data-expanded={isExpanded || undefined}
|
||||
>
|
||||
<div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
|
||||
@@ -477,40 +444,42 @@ export const EmbedSignDocumentClientPage = ({
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label htmlFor="Signature">
|
||||
<Trans>Signature</Trans>
|
||||
</Label>
|
||||
{hasSignatureField && (
|
||||
<div>
|
||||
<Label htmlFor="Signature">
|
||||
<Trans>Signature</Trans>
|
||||
</Label>
|
||||
|
||||
<Card className="mt-2" gradient degrees={-120}>
|
||||
<CardContent className="p-0">
|
||||
<SignaturePad
|
||||
className="h-44 w-full"
|
||||
disabled={isThrottled || isSubmitting}
|
||||
defaultValue={signature ?? undefined}
|
||||
onChange={(value) => {
|
||||
setSignature(value);
|
||||
}}
|
||||
onValidityChange={(isValid) => {
|
||||
setSignatureValid(isValid);
|
||||
}}
|
||||
allowTypedSignature={Boolean(
|
||||
metadata &&
|
||||
'typedSignatureEnabled' in metadata &&
|
||||
metadata.typedSignatureEnabled,
|
||||
)}
|
||||
/>
|
||||
</CardContent>
|
||||
</Card>
|
||||
<Card className="mt-2" gradient degrees={-120}>
|
||||
<CardContent className="p-0">
|
||||
<SignaturePad
|
||||
className="h-44 w-full"
|
||||
disabled={isThrottled || isSubmitting}
|
||||
defaultValue={signature ?? undefined}
|
||||
onChange={(value) => {
|
||||
setSignature(value);
|
||||
}}
|
||||
onValidityChange={(isValid) => {
|
||||
setSignatureValid(isValid);
|
||||
}}
|
||||
allowTypedSignature={Boolean(
|
||||
metadata &&
|
||||
'typedSignatureEnabled' in metadata &&
|
||||
metadata.typedSignatureEnabled,
|
||||
)}
|
||||
/>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{hasSignatureField && !signatureValid && (
|
||||
<div className="text-destructive mt-2 text-sm">
|
||||
<Trans>
|
||||
Signature is too small. Please provide a more complete signature.
|
||||
</Trans>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
{hasSignatureField && !signatureValid && (
|
||||
<div className="text-destructive mt-2 text-sm">
|
||||
<Trans>
|
||||
Signature is too small. Please provide a more complete signature.
|
||||
</Trans>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
|
||||
@@ -131,7 +131,9 @@ export default async function EmbedSignDocumentPage({ params }: EmbedSignDocumen
|
||||
fields={fields}
|
||||
metadata={document.documentMeta}
|
||||
isCompleted={document.status === DocumentStatus.COMPLETED}
|
||||
hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
|
||||
hidePoweredBy={
|
||||
isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
|
||||
}
|
||||
allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
|
||||
allRecipients={allRecipients}
|
||||
/>
|
||||
|
||||
6
package-lock.json
generated
6
package-lock.json
generated
@@ -1,12 +1,12 @@
|
||||
{
|
||||
"name": "@documenso/root",
|
||||
"version": "1.9.1-rc.6",
|
||||
"version": "1.9.1-rc.9",
|
||||
"lockfileVersion": 3,
|
||||
"requires": true,
|
||||
"packages": {
|
||||
"": {
|
||||
"name": "@documenso/root",
|
||||
"version": "1.9.1-rc.6",
|
||||
"version": "1.9.1-rc.9",
|
||||
"workspaces": [
|
||||
"apps/*",
|
||||
"packages/*"
|
||||
@@ -106,7 +106,7 @@
|
||||
},
|
||||
"apps/web": {
|
||||
"name": "@documenso/web",
|
||||
"version": "1.9.1-rc.6",
|
||||
"version": "1.9.1-rc.9",
|
||||
"license": "AGPL-3.0",
|
||||
"dependencies": {
|
||||
"@documenso/api": "*",
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
{
|
||||
"private": true,
|
||||
"version": "1.9.1-rc.6",
|
||||
"version": "1.9.1-rc.9",
|
||||
"scripts": {
|
||||
"build": "turbo run build",
|
||||
"build:web": "turbo run build --filter=@documenso/web",
|
||||
|
||||
@@ -586,6 +586,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
|
||||
userId: user.id,
|
||||
teamId: team?.id,
|
||||
recipients: body.recipients,
|
||||
prefillFields: body.prefillFields,
|
||||
override: {
|
||||
title: body.title,
|
||||
...body.meta,
|
||||
|
||||
@@ -11,7 +11,7 @@ import {
|
||||
ZRecipientActionAuthTypesSchema,
|
||||
} from '@documenso/lib/types/document-auth';
|
||||
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
|
||||
import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
|
||||
import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
|
||||
import {
|
||||
DocumentDataType,
|
||||
DocumentDistributionMethod,
|
||||
@@ -299,6 +299,7 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
|
||||
})
|
||||
.optional(),
|
||||
formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
|
||||
prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
|
||||
});
|
||||
|
||||
export type TGenerateDocumentFromTemplateMutationSchema = z.infer<
|
||||
|
||||
612
packages/app-tests/e2e/api/v1/template-field-prefill.spec.ts
Normal file
612
packages/app-tests/e2e/api/v1/template-field-prefill.spec.ts
Normal file
@@ -0,0 +1,612 @@
|
||||
import { expect, test } from '@playwright/test';
|
||||
|
||||
import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
|
||||
import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
|
||||
import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { FieldType, RecipientRole } from '@documenso/prisma/client';
|
||||
import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
|
||||
import { seedUser } from '@documenso/prisma/seed/users';
|
||||
|
||||
import { apiSignin } from '../../fixtures/authentication';
|
||||
|
||||
test.describe('Template Field Prefill API v1', () => {
|
||||
test('should create a document from template with prefilled fields', async ({
|
||||
page,
|
||||
request,
|
||||
}) => {
|
||||
// 1. Create a user
|
||||
const user = await seedUser();
|
||||
|
||||
// 2. Create an API token for the user
|
||||
const { token } = await createApiToken({
|
||||
userId: user.id,
|
||||
tokenName: 'test-token',
|
||||
expiresIn: null,
|
||||
});
|
||||
|
||||
// 3. Create a template with seedBlankTemplate
|
||||
const template = await seedBlankTemplate(user, {
|
||||
createTemplateOptions: {
|
||||
title: 'Template with Advanced Fields',
|
||||
},
|
||||
});
|
||||
|
||||
// 4. Create a recipient for the template
|
||||
const recipient = await prisma.recipient.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: RecipientRole.SIGNER,
|
||||
token: 'test-token',
|
||||
readStatus: 'NOT_OPENED',
|
||||
sendStatus: 'NOT_SENT',
|
||||
signingStatus: 'NOT_SIGNED',
|
||||
},
|
||||
});
|
||||
|
||||
// 5. Add fields to the template
|
||||
// Add TEXT field
|
||||
const textField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.TEXT,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 5,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'text',
|
||||
label: 'Text Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add NUMBER field
|
||||
const numberField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.NUMBER,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 15,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'number',
|
||||
label: 'Number Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add RADIO field
|
||||
const radioField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.RADIO,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 25,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'radio',
|
||||
label: 'Radio Field',
|
||||
values: [
|
||||
{ id: 1, value: 'Option A', checked: false },
|
||||
{ id: 2, value: 'Option B', checked: false },
|
||||
],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add CHECKBOX field
|
||||
const checkboxField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.CHECKBOX,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 35,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'checkbox',
|
||||
label: 'Checkbox Field',
|
||||
values: [
|
||||
{ id: 1, value: 'Check A', checked: false },
|
||||
{ id: 2, value: 'Check B', checked: false },
|
||||
],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add DROPDOWN field
|
||||
const dropdownField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.DROPDOWN,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 45,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'dropdown',
|
||||
label: 'Dropdown Field',
|
||||
values: [{ value: 'Select A' }, { value: 'Select B' }],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// 6. Sign in as the user
|
||||
await apiSignin({
|
||||
page,
|
||||
email: user.email,
|
||||
});
|
||||
|
||||
// 7. Navigate to the template
|
||||
await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
|
||||
|
||||
// 8. Create a document from the template with prefilled fields
|
||||
const response = await request.post(
|
||||
`${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
|
||||
{
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
title: 'Document with Prefilled Fields',
|
||||
recipients: [
|
||||
{
|
||||
id: recipient.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: 'SIGNER',
|
||||
},
|
||||
],
|
||||
prefillFields: [
|
||||
{
|
||||
id: textField.id,
|
||||
type: 'text',
|
||||
label: 'Prefilled Text',
|
||||
value: 'This is prefilled text',
|
||||
},
|
||||
{
|
||||
id: numberField.id,
|
||||
type: 'number',
|
||||
label: 'Prefilled Number',
|
||||
value: '42',
|
||||
},
|
||||
{
|
||||
id: radioField.id,
|
||||
type: 'radio',
|
||||
label: 'Prefilled Radio',
|
||||
value: 'Option A',
|
||||
},
|
||||
{
|
||||
id: checkboxField.id,
|
||||
type: 'checkbox',
|
||||
label: 'Prefilled Checkbox',
|
||||
value: ['Check A', 'Check B'],
|
||||
},
|
||||
{
|
||||
id: dropdownField.id,
|
||||
type: 'dropdown',
|
||||
label: 'Prefilled Dropdown',
|
||||
value: 'Select B',
|
||||
},
|
||||
],
|
||||
},
|
||||
},
|
||||
);
|
||||
const responseData = await response.json();
|
||||
|
||||
expect(response.ok()).toBeTruthy();
|
||||
expect(response.status()).toBe(200);
|
||||
|
||||
expect(responseData.documentId).toBeDefined();
|
||||
|
||||
// 9. Verify the document was created with prefilled fields
|
||||
const document = await prisma.document.findUnique({
|
||||
where: {
|
||||
id: responseData.documentId,
|
||||
},
|
||||
include: {
|
||||
fields: true,
|
||||
},
|
||||
});
|
||||
|
||||
expect(document).not.toBeNull();
|
||||
|
||||
// 10. Verify each field has the correct prefilled values
|
||||
const documentTextField = document?.fields.find(
|
||||
(field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
|
||||
);
|
||||
expect(documentTextField?.fieldMeta).toMatchObject({
|
||||
type: 'text',
|
||||
label: 'Prefilled Text',
|
||||
text: 'This is prefilled text',
|
||||
});
|
||||
|
||||
const documentNumberField = document?.fields.find(
|
||||
(field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
|
||||
);
|
||||
expect(documentNumberField?.fieldMeta).toMatchObject({
|
||||
type: 'number',
|
||||
label: 'Prefilled Number',
|
||||
value: '42',
|
||||
});
|
||||
|
||||
const documentRadioField = document?.fields.find(
|
||||
(field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
|
||||
);
|
||||
expect(documentRadioField?.fieldMeta).toMatchObject({
|
||||
type: 'radio',
|
||||
label: 'Prefilled Radio',
|
||||
});
|
||||
// Check that the correct radio option is selected
|
||||
const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
|
||||
const selectedRadioOption = radioValues.find((option) => option.checked);
|
||||
expect(selectedRadioOption?.value).toBe('Option A');
|
||||
|
||||
const documentCheckboxField = document?.fields.find(
|
||||
(field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
|
||||
);
|
||||
expect(documentCheckboxField?.fieldMeta).toMatchObject({
|
||||
type: 'checkbox',
|
||||
label: 'Prefilled Checkbox',
|
||||
});
|
||||
// Check that the correct checkbox options are selected
|
||||
const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
|
||||
const checkedOptions = checkboxValues.filter((option) => option.checked);
|
||||
expect(checkedOptions.length).toBe(2);
|
||||
expect(checkedOptions.map((option) => option.value)).toContain('Check A');
|
||||
expect(checkedOptions.map((option) => option.value)).toContain('Check B');
|
||||
|
||||
const documentDropdownField = document?.fields.find(
|
||||
(field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
|
||||
);
|
||||
expect(documentDropdownField?.fieldMeta).toMatchObject({
|
||||
type: 'dropdown',
|
||||
label: 'Prefilled Dropdown',
|
||||
defaultValue: 'Select B',
|
||||
});
|
||||
|
||||
// 11. Sign in as the recipient and verify the prefilled fields are visible
|
||||
const documentRecipient = await prisma.recipient.findFirst({
|
||||
where: {
|
||||
documentId: document?.id,
|
||||
email: 'recipient@example.com',
|
||||
},
|
||||
});
|
||||
|
||||
// Send the document to the recipient
|
||||
const sendResponse = await request.post(
|
||||
`${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
|
||||
{
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
sendEmail: false,
|
||||
},
|
||||
},
|
||||
);
|
||||
|
||||
expect(sendResponse.ok()).toBeTruthy();
|
||||
expect(sendResponse.status()).toBe(200);
|
||||
|
||||
expect(documentRecipient).not.toBeNull();
|
||||
|
||||
// Visit the signing page
|
||||
await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
|
||||
|
||||
// Verify the prefilled fields are visible with correct values
|
||||
// Text field
|
||||
await expect(page.getByText('This is prefilled')).toBeVisible();
|
||||
|
||||
// Number field
|
||||
await expect(page.getByText('42')).toBeVisible();
|
||||
|
||||
// Radio field
|
||||
await expect(page.getByText('Option A')).toBeVisible();
|
||||
await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
|
||||
|
||||
// Checkbox field
|
||||
await expect(page.getByText('Check A')).toBeVisible();
|
||||
await expect(page.getByText('Check B')).toBeVisible();
|
||||
await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
|
||||
await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
|
||||
|
||||
// Dropdown field
|
||||
await expect(page.getByText('Select B')).toBeVisible();
|
||||
});
|
||||
|
||||
test('should create a document from template without prefilled fields', async ({
|
||||
page,
|
||||
request,
|
||||
}) => {
|
||||
// 1. Create a user
|
||||
const user = await seedUser();
|
||||
|
||||
// 2. Create an API token for the user
|
||||
const { token } = await createApiToken({
|
||||
userId: user.id,
|
||||
tokenName: 'test-token',
|
||||
expiresIn: null,
|
||||
});
|
||||
|
||||
// 3. Create a template with seedBlankTemplate
|
||||
const template = await seedBlankTemplate(user, {
|
||||
createTemplateOptions: {
|
||||
title: 'Template with Default Fields',
|
||||
},
|
||||
});
|
||||
|
||||
// 4. Create a recipient for the template
|
||||
const recipient = await prisma.recipient.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: RecipientRole.SIGNER,
|
||||
token: 'test-token',
|
||||
readStatus: 'NOT_OPENED',
|
||||
sendStatus: 'NOT_SENT',
|
||||
signingStatus: 'NOT_SIGNED',
|
||||
},
|
||||
});
|
||||
|
||||
// 5. Add fields to the template
|
||||
// Add TEXT field
|
||||
const textField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.TEXT,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 5,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'text',
|
||||
label: 'Default Text Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add NUMBER field
|
||||
const numberField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.NUMBER,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 15,
|
||||
width: 10,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'number',
|
||||
label: 'Default Number Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// 6. Sign in as the user
|
||||
await apiSignin({
|
||||
page,
|
||||
email: user.email,
|
||||
});
|
||||
|
||||
// 7. Navigate to the template
|
||||
await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
|
||||
|
||||
// 8. Create a document from the template without prefilled fields
|
||||
const response = await request.post(
|
||||
`${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
|
||||
{
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
title: 'Document with Default Fields',
|
||||
recipients: [
|
||||
{
|
||||
id: recipient.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: 'SIGNER',
|
||||
},
|
||||
],
|
||||
},
|
||||
},
|
||||
);
|
||||
|
||||
const responseData = await response.json();
|
||||
|
||||
expect(response.ok()).toBeTruthy();
|
||||
expect(response.status()).toBe(200);
|
||||
|
||||
expect(responseData.documentId).toBeDefined();
|
||||
|
||||
// 9. Verify the document was created with default fields
|
||||
const document = await prisma.document.findUnique({
|
||||
where: {
|
||||
id: responseData.documentId,
|
||||
},
|
||||
include: {
|
||||
fields: true,
|
||||
},
|
||||
});
|
||||
|
||||
expect(document).not.toBeNull();
|
||||
|
||||
// 10. Verify fields have their default values
|
||||
const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
|
||||
expect(documentTextField?.fieldMeta).toMatchObject({
|
||||
type: 'text',
|
||||
label: 'Default Text Field',
|
||||
});
|
||||
|
||||
const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
|
||||
expect(documentNumberField?.fieldMeta).toMatchObject({
|
||||
type: 'number',
|
||||
label: 'Default Number Field',
|
||||
});
|
||||
|
||||
// 11. Sign in as the recipient and verify the default fields are visible
|
||||
const documentRecipient = await prisma.recipient.findFirst({
|
||||
where: {
|
||||
documentId: document?.id,
|
||||
email: 'recipient@example.com',
|
||||
},
|
||||
});
|
||||
|
||||
expect(documentRecipient).not.toBeNull();
|
||||
|
||||
const sendResponse = await request.post(
|
||||
`${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
|
||||
{
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
sendEmail: false,
|
||||
},
|
||||
},
|
||||
);
|
||||
|
||||
expect(sendResponse.ok()).toBeTruthy();
|
||||
expect(sendResponse.status()).toBe(200);
|
||||
|
||||
// Visit the signing page
|
||||
await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
|
||||
|
||||
// Verify the default fields are visible with correct labels
|
||||
await expect(page.getByText('Default Text Field')).toBeVisible();
|
||||
await expect(page.getByText('Default Number Field')).toBeVisible();
|
||||
});
|
||||
|
||||
test('should handle invalid field prefill values', async ({ request }) => {
|
||||
// 1. Create a user
|
||||
const user = await seedUser();
|
||||
|
||||
// 2. Create an API token for the user
|
||||
const { token } = await createApiToken({
|
||||
userId: user.id,
|
||||
tokenName: 'test-token',
|
||||
expiresIn: null,
|
||||
});
|
||||
|
||||
// 3. Create a template using seedBlankTemplate
|
||||
const template = await seedBlankTemplate(user, {
|
||||
createTemplateOptions: {
|
||||
title: 'Template for Invalid Test',
|
||||
visibility: 'EVERYONE',
|
||||
},
|
||||
});
|
||||
|
||||
// 4. Create a recipient for the template
|
||||
const recipient = await prisma.recipient.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: RecipientRole.SIGNER,
|
||||
token: 'test-token',
|
||||
readStatus: 'NOT_OPENED',
|
||||
sendStatus: 'NOT_SENT',
|
||||
signingStatus: 'NOT_SIGNED',
|
||||
},
|
||||
});
|
||||
|
||||
// 5. Add a field to the template
|
||||
const field = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.RADIO,
|
||||
page: 1,
|
||||
positionX: 100,
|
||||
positionY: 100,
|
||||
width: 100,
|
||||
height: 50,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'radio',
|
||||
label: 'Radio Field',
|
||||
values: [
|
||||
{ id: 1, value: 'Option A', checked: false },
|
||||
{ id: 2, value: 'Option B', checked: false },
|
||||
],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// 6. Try to create a document with invalid prefill value
|
||||
const response = await request.post(
|
||||
`${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
|
||||
{
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
title: 'Document with Invalid Prefill',
|
||||
recipients: [
|
||||
{
|
||||
id: recipient.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: 'SIGNER',
|
||||
},
|
||||
],
|
||||
prefillFields: [
|
||||
{
|
||||
id: field.id,
|
||||
type: 'radio',
|
||||
label: 'Invalid Radio',
|
||||
value: 'Non-existent Option', // This option doesn't exist
|
||||
},
|
||||
],
|
||||
},
|
||||
},
|
||||
);
|
||||
|
||||
// 7. Verify the request fails with appropriate error
|
||||
expect(response.ok()).toBeFalsy();
|
||||
expect(response.status()).toBe(400);
|
||||
|
||||
const errorData = await response.json();
|
||||
expect(errorData.message).toContain('not found in options for RADIO field');
|
||||
});
|
||||
});
|
||||
600
packages/app-tests/e2e/api/v2/template-field-prefill.spec.ts
Normal file
600
packages/app-tests/e2e/api/v2/template-field-prefill.spec.ts
Normal file
@@ -0,0 +1,600 @@
|
||||
import { expect, test } from '@playwright/test';
|
||||
|
||||
import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
|
||||
import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
|
||||
import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { FieldType, RecipientRole } from '@documenso/prisma/client';
|
||||
import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
|
||||
import { seedUser } from '@documenso/prisma/seed/users';
|
||||
|
||||
import { apiSignin } from '../../fixtures/authentication';
|
||||
|
||||
test.describe('Template Field Prefill API v2', () => {
|
||||
test('should create a document from template with prefilled fields', async ({
|
||||
page,
|
||||
request,
|
||||
}) => {
|
||||
// 1. Create a user
|
||||
const user = await seedUser();
|
||||
|
||||
// 2. Create an API token for the user
|
||||
const { token } = await createApiToken({
|
||||
userId: user.id,
|
||||
tokenName: 'test-token',
|
||||
expiresIn: null,
|
||||
});
|
||||
|
||||
// 3. Create a template with seedBlankTemplate
|
||||
const template = await seedBlankTemplate(user, {
|
||||
createTemplateOptions: {
|
||||
title: 'Template with Advanced Fields V2',
|
||||
},
|
||||
});
|
||||
|
||||
// 4. Create a recipient for the template
|
||||
const recipient = await prisma.recipient.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: RecipientRole.SIGNER,
|
||||
token: 'test-token',
|
||||
readStatus: 'NOT_OPENED',
|
||||
sendStatus: 'NOT_SENT',
|
||||
signingStatus: 'NOT_SIGNED',
|
||||
},
|
||||
});
|
||||
|
||||
// 5. Add fields to the template
|
||||
// Add TEXT field
|
||||
const textField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.TEXT,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 5,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'text',
|
||||
label: 'Text Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add NUMBER field
|
||||
const numberField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.NUMBER,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 15,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'number',
|
||||
label: 'Number Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add RADIO field
|
||||
const radioField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.RADIO,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 25,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'radio',
|
||||
label: 'Radio Field',
|
||||
values: [
|
||||
{ id: 1, value: 'Option A', checked: false },
|
||||
{ id: 2, value: 'Option B', checked: false },
|
||||
],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add CHECKBOX field
|
||||
const checkboxField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.CHECKBOX,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 35,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'checkbox',
|
||||
label: 'Checkbox Field',
|
||||
values: [
|
||||
{ id: 1, value: 'Check A', checked: false },
|
||||
{ id: 2, value: 'Check B', checked: false },
|
||||
],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add DROPDOWN field
|
||||
const dropdownField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.DROPDOWN,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 45,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'dropdown',
|
||||
label: 'Dropdown Field',
|
||||
values: [{ value: 'Select A' }, { value: 'Select B' }],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// 6. Sign in as the user
|
||||
await apiSignin({
|
||||
page,
|
||||
email: user.email,
|
||||
});
|
||||
|
||||
// 7. Navigate to the template
|
||||
await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
|
||||
|
||||
// 8. Create a document from the template with prefilled fields using v2 API
|
||||
const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipients: [
|
||||
{
|
||||
id: recipient.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
},
|
||||
],
|
||||
prefillFields: [
|
||||
{
|
||||
id: textField.id,
|
||||
type: 'text',
|
||||
label: 'Prefilled Text',
|
||||
value: 'This is prefilled text',
|
||||
},
|
||||
{
|
||||
id: numberField.id,
|
||||
type: 'number',
|
||||
label: 'Prefilled Number',
|
||||
value: '42',
|
||||
},
|
||||
{
|
||||
id: radioField.id,
|
||||
type: 'radio',
|
||||
label: 'Prefilled Radio',
|
||||
value: 'Option A',
|
||||
},
|
||||
{
|
||||
id: checkboxField.id,
|
||||
type: 'checkbox',
|
||||
label: 'Prefilled Checkbox',
|
||||
value: ['Check A', 'Check B'],
|
||||
},
|
||||
{
|
||||
id: dropdownField.id,
|
||||
type: 'dropdown',
|
||||
label: 'Prefilled Dropdown',
|
||||
value: 'Select B',
|
||||
},
|
||||
],
|
||||
},
|
||||
});
|
||||
|
||||
const responseData = await response.json();
|
||||
|
||||
expect(response.ok()).toBeTruthy();
|
||||
expect(response.status()).toBe(200);
|
||||
|
||||
expect(responseData.id).toBeDefined();
|
||||
|
||||
// 9. Verify the document was created with prefilled fields
|
||||
const document = await prisma.document.findUnique({
|
||||
where: {
|
||||
id: responseData.id,
|
||||
},
|
||||
include: {
|
||||
fields: true,
|
||||
},
|
||||
});
|
||||
|
||||
expect(document).not.toBeNull();
|
||||
|
||||
// 10. Verify each field has the correct prefilled values
|
||||
const documentTextField = document?.fields.find(
|
||||
(field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
|
||||
);
|
||||
expect(documentTextField?.fieldMeta).toMatchObject({
|
||||
type: 'text',
|
||||
label: 'Prefilled Text',
|
||||
text: 'This is prefilled text',
|
||||
});
|
||||
|
||||
const documentNumberField = document?.fields.find(
|
||||
(field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
|
||||
);
|
||||
expect(documentNumberField?.fieldMeta).toMatchObject({
|
||||
type: 'number',
|
||||
label: 'Prefilled Number',
|
||||
value: '42',
|
||||
});
|
||||
|
||||
const documentRadioField = document?.fields.find(
|
||||
(field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
|
||||
);
|
||||
expect(documentRadioField?.fieldMeta).toMatchObject({
|
||||
type: 'radio',
|
||||
label: 'Prefilled Radio',
|
||||
});
|
||||
// Check that the correct radio option is selected
|
||||
const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
|
||||
const selectedRadioOption = radioValues.find((option) => option.checked);
|
||||
expect(selectedRadioOption?.value).toBe('Option A');
|
||||
|
||||
const documentCheckboxField = document?.fields.find(
|
||||
(field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
|
||||
);
|
||||
expect(documentCheckboxField?.fieldMeta).toMatchObject({
|
||||
type: 'checkbox',
|
||||
label: 'Prefilled Checkbox',
|
||||
});
|
||||
// Check that the correct checkbox options are selected
|
||||
const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
|
||||
const checkedOptions = checkboxValues.filter((option) => option.checked);
|
||||
expect(checkedOptions.length).toBe(2);
|
||||
expect(checkedOptions.map((option) => option.value)).toContain('Check A');
|
||||
expect(checkedOptions.map((option) => option.value)).toContain('Check B');
|
||||
|
||||
const documentDropdownField = document?.fields.find(
|
||||
(field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
|
||||
);
|
||||
expect(documentDropdownField?.fieldMeta).toMatchObject({
|
||||
type: 'dropdown',
|
||||
label: 'Prefilled Dropdown',
|
||||
defaultValue: 'Select B',
|
||||
});
|
||||
|
||||
const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
documentId: document?.id,
|
||||
meta: {
|
||||
subject: 'Test Subject',
|
||||
message: 'Test Message',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
await expect(sendResponse.ok()).toBeTruthy();
|
||||
await expect(sendResponse.status()).toBe(200);
|
||||
|
||||
// 11. Sign in as the recipient and verify the prefilled fields are visible
|
||||
const documentRecipient = await prisma.recipient.findFirst({
|
||||
where: {
|
||||
documentId: document?.id,
|
||||
email: 'recipient@example.com',
|
||||
},
|
||||
});
|
||||
|
||||
expect(documentRecipient).not.toBeNull();
|
||||
|
||||
// Visit the signing page
|
||||
await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
|
||||
|
||||
// Verify the prefilled fields are visible with correct values
|
||||
// Text field
|
||||
await expect(page.getByText('This is prefilled')).toBeVisible();
|
||||
|
||||
// Number field
|
||||
await expect(page.getByText('42')).toBeVisible();
|
||||
|
||||
// Radio field
|
||||
await expect(page.getByText('Option A')).toBeVisible();
|
||||
await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
|
||||
|
||||
// Checkbox field
|
||||
await expect(page.getByText('Check A')).toBeVisible();
|
||||
await expect(page.getByText('Check B')).toBeVisible();
|
||||
await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
|
||||
await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
|
||||
|
||||
// Dropdown field
|
||||
await expect(page.getByText('Select B')).toBeVisible();
|
||||
});
|
||||
|
||||
test('should create a document from template without prefilled fields', async ({
|
||||
page,
|
||||
request,
|
||||
}) => {
|
||||
// 1. Create a user
|
||||
const user = await seedUser();
|
||||
|
||||
// 2. Create an API token for the user
|
||||
const { token } = await createApiToken({
|
||||
userId: user.id,
|
||||
tokenName: 'test-token',
|
||||
expiresIn: null,
|
||||
});
|
||||
|
||||
// 3. Create a template with seedBlankTemplate
|
||||
const template = await seedBlankTemplate(user, {
|
||||
createTemplateOptions: {
|
||||
title: 'Template with Default Fields V2',
|
||||
},
|
||||
});
|
||||
|
||||
// 4. Create a recipient for the template
|
||||
const recipient = await prisma.recipient.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: RecipientRole.SIGNER,
|
||||
token: 'test-token',
|
||||
readStatus: 'NOT_OPENED',
|
||||
sendStatus: 'NOT_SENT',
|
||||
signingStatus: 'NOT_SIGNED',
|
||||
},
|
||||
});
|
||||
|
||||
// 5. Add fields to the template
|
||||
// Add TEXT field
|
||||
const textField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.TEXT,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 5,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'text',
|
||||
label: 'Default Text Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// Add NUMBER field
|
||||
const numberField = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.NUMBER,
|
||||
page: 1,
|
||||
positionX: 5,
|
||||
positionY: 15,
|
||||
width: 20,
|
||||
height: 5,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'number',
|
||||
label: 'Default Number Field',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// 6. Sign in as the user
|
||||
await apiSignin({
|
||||
page,
|
||||
email: user.email,
|
||||
});
|
||||
|
||||
// 7. Navigate to the template
|
||||
await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
|
||||
|
||||
// 8. Create a document from the template without prefilled fields using v2 API
|
||||
const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipients: [
|
||||
{
|
||||
id: recipient.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
},
|
||||
],
|
||||
},
|
||||
});
|
||||
|
||||
const responseData = await response.json();
|
||||
|
||||
expect(response.ok()).toBeTruthy();
|
||||
expect(response.status()).toBe(200);
|
||||
|
||||
expect(responseData.id).toBeDefined();
|
||||
|
||||
// 9. Verify the document was created with default fields
|
||||
const document = await prisma.document.findUnique({
|
||||
where: {
|
||||
id: responseData.id,
|
||||
},
|
||||
include: {
|
||||
fields: true,
|
||||
},
|
||||
});
|
||||
|
||||
expect(document).not.toBeNull();
|
||||
|
||||
// 10. Verify fields have their default values
|
||||
const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
|
||||
expect(documentTextField?.fieldMeta).toMatchObject({
|
||||
type: 'text',
|
||||
label: 'Default Text Field',
|
||||
});
|
||||
|
||||
const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
|
||||
expect(documentNumberField?.fieldMeta).toMatchObject({
|
||||
type: 'number',
|
||||
label: 'Default Number Field',
|
||||
});
|
||||
|
||||
const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
documentId: document?.id,
|
||||
meta: {
|
||||
subject: 'Test Subject',
|
||||
message: 'Test Message',
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
await expect(sendResponse.ok()).toBeTruthy();
|
||||
await expect(sendResponse.status()).toBe(200);
|
||||
|
||||
// 11. Sign in as the recipient and verify the default fields are visible
|
||||
const documentRecipient = await prisma.recipient.findFirst({
|
||||
where: {
|
||||
documentId: document?.id,
|
||||
email: 'recipient@example.com',
|
||||
},
|
||||
});
|
||||
|
||||
expect(documentRecipient).not.toBeNull();
|
||||
|
||||
// Visit the signing page
|
||||
await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
|
||||
|
||||
await expect(page.getByText('This is prefilled')).not.toBeVisible();
|
||||
});
|
||||
|
||||
test('should handle invalid field prefill values', async ({ request }) => {
|
||||
// 1. Create a user
|
||||
const user = await seedUser();
|
||||
|
||||
// 2. Create an API token for the user
|
||||
const { token } = await createApiToken({
|
||||
userId: user.id,
|
||||
tokenName: 'test-token',
|
||||
expiresIn: null,
|
||||
});
|
||||
|
||||
// 3. Create a template using seedBlankTemplate
|
||||
const template = await seedBlankTemplate(user, {
|
||||
createTemplateOptions: {
|
||||
title: 'Template for Invalid Test V2',
|
||||
visibility: 'EVERYONE',
|
||||
},
|
||||
});
|
||||
|
||||
// 4. Create a recipient for the template
|
||||
const recipient = await prisma.recipient.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
role: RecipientRole.SIGNER,
|
||||
token: 'test-token',
|
||||
readStatus: 'NOT_OPENED',
|
||||
sendStatus: 'NOT_SENT',
|
||||
signingStatus: 'NOT_SIGNED',
|
||||
},
|
||||
});
|
||||
|
||||
// 5. Add a field to the template
|
||||
const field = await prisma.field.create({
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipientId: recipient.id,
|
||||
type: FieldType.RADIO,
|
||||
page: 1,
|
||||
positionX: 100,
|
||||
positionY: 100,
|
||||
width: 100,
|
||||
height: 50,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: {
|
||||
type: 'radio',
|
||||
label: 'Radio Field',
|
||||
values: [
|
||||
{ id: 1, value: 'Option A', checked: false },
|
||||
{ id: 2, value: 'Option B', checked: false },
|
||||
],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
// 7. Try to create a document with invalid prefill value
|
||||
const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'Content-Type': 'application/json',
|
||||
},
|
||||
data: {
|
||||
templateId: template.id,
|
||||
recipients: [
|
||||
{
|
||||
id: recipient.id,
|
||||
email: 'recipient@example.com',
|
||||
name: 'Test Recipient',
|
||||
},
|
||||
],
|
||||
prefillFields: [
|
||||
{
|
||||
id: field.id,
|
||||
type: 'radio',
|
||||
label: 'Invalid Radio',
|
||||
value: 'Non-existent Option', // This option doesn't exist
|
||||
},
|
||||
],
|
||||
},
|
||||
});
|
||||
|
||||
// 8. Verify the request fails with appropriate error
|
||||
expect(response.ok()).toBeFalsy();
|
||||
expect(response.status()).toBe(400);
|
||||
|
||||
const errorData = await response.json();
|
||||
expect(errorData.message).toContain('not found in options for RADIO field');
|
||||
});
|
||||
});
|
||||
@@ -384,7 +384,9 @@ test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) =
|
||||
await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
|
||||
}
|
||||
|
||||
await page.getByRole('button', { name: 'Complete' }).click();
|
||||
await page
|
||||
.getByRole('button', { name: role === RecipientRole.SIGNER ? 'Complete' : 'Approve' })
|
||||
.click();
|
||||
await page
|
||||
.getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
|
||||
.click();
|
||||
@@ -454,7 +456,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
|
||||
const { status } = await getDocumentByToken(token);
|
||||
expect(status).toBe(DocumentStatus.PENDING);
|
||||
|
||||
await page.getByRole('button', { name: 'Complete' }).click();
|
||||
await page.getByRole('button', { name: 'Approve' }).click();
|
||||
await expect(page.getByRole('dialog').getByText('Complete Approval').first()).toBeVisible();
|
||||
await page.getByRole('button', { name: 'Approve' }).click();
|
||||
|
||||
|
||||
@@ -37,6 +37,7 @@ import {
|
||||
mapDocumentToWebhookDocumentPayload,
|
||||
} from '../../types/webhook-payload';
|
||||
import type { ApiRequestMetadata } from '../../universal/extract-request-metadata';
|
||||
import { isRequiredField } from '../../utils/advanced-fields-helpers';
|
||||
import type { CreateDocumentAuditLogDataResponse } from '../../utils/document-audit-logs';
|
||||
import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
|
||||
import {
|
||||
@@ -175,20 +176,28 @@ export const createDocumentFromDirectTemplate = async ({
|
||||
const metaSigningOrder = template.templateMeta?.signingOrder || DocumentSigningOrder.PARALLEL;
|
||||
|
||||
// Associate, validate and map to a query every direct template recipient field with the provided fields.
|
||||
// Only process fields that are either required or have been signed by the user
|
||||
const fieldsToProcess = directTemplateRecipient.fields.filter((templateField) => {
|
||||
const signedFieldValue = signedFieldValues.find((value) => value.fieldId === templateField.id);
|
||||
|
||||
// Include if it's required or has a signed value
|
||||
return isRequiredField(templateField) || signedFieldValue !== undefined;
|
||||
});
|
||||
|
||||
const createDirectRecipientFieldArgs = await Promise.all(
|
||||
directTemplateRecipient.fields.map(async (templateField) => {
|
||||
fieldsToProcess.map(async (templateField) => {
|
||||
const signedFieldValue = signedFieldValues.find(
|
||||
(value) => value.fieldId === templateField.id,
|
||||
);
|
||||
|
||||
if (!signedFieldValue) {
|
||||
if (isRequiredField(templateField) && !signedFieldValue) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: 'Invalid, missing or changed fields',
|
||||
});
|
||||
}
|
||||
|
||||
if (templateField.type === FieldType.NAME && directRecipientName === undefined) {
|
||||
directRecipientName === signedFieldValue.value;
|
||||
directRecipientName === signedFieldValue?.value;
|
||||
}
|
||||
|
||||
const derivedRecipientActionAuth = await validateFieldAuth({
|
||||
@@ -199,9 +208,18 @@ export const createDocumentFromDirectTemplate = async ({
|
||||
},
|
||||
field: templateField,
|
||||
userId: user?.id,
|
||||
authOptions: signedFieldValue.authOptions,
|
||||
authOptions: signedFieldValue?.authOptions,
|
||||
});
|
||||
|
||||
if (!signedFieldValue) {
|
||||
return {
|
||||
templateField,
|
||||
customText: '',
|
||||
derivedRecipientActionAuth,
|
||||
signature: null,
|
||||
};
|
||||
}
|
||||
|
||||
const { value, isBase64 } = signedFieldValue;
|
||||
|
||||
const isSignatureField =
|
||||
@@ -379,7 +397,7 @@ export const createDocumentFromDirectTemplate = async ({
|
||||
positionY: templateField.positionY,
|
||||
width: templateField.width,
|
||||
height: templateField.height,
|
||||
customText,
|
||||
customText: customText ?? '',
|
||||
inserted: true,
|
||||
fieldMeta: templateField.fieldMeta || Prisma.JsonNull,
|
||||
})),
|
||||
|
||||
@@ -1,3 +1,5 @@
|
||||
import { match } from 'ts-pattern';
|
||||
|
||||
import { nanoid } from '@documenso/lib/universal/id';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import type { DocumentDistributionMethod } from '@documenso/prisma/client';
|
||||
@@ -17,7 +19,20 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
|
||||
import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
|
||||
import { ZRecipientAuthOptionsSchema } from '../../types/document-auth';
|
||||
import type { TDocumentEmailSettings } from '../../types/document-email';
|
||||
import { ZFieldMetaSchema } from '../../types/field-meta';
|
||||
import type {
|
||||
TCheckboxFieldMeta,
|
||||
TDropdownFieldMeta,
|
||||
TFieldMetaPrefillFieldsSchema,
|
||||
TNumberFieldMeta,
|
||||
TRadioFieldMeta,
|
||||
TTextFieldMeta,
|
||||
} from '../../types/field-meta';
|
||||
import {
|
||||
ZCheckboxFieldMeta,
|
||||
ZDropdownFieldMeta,
|
||||
ZFieldMetaSchema,
|
||||
ZRadioFieldMeta,
|
||||
} from '../../types/field-meta';
|
||||
import {
|
||||
ZWebhookDocumentSchema,
|
||||
mapDocumentToWebhookDocumentPayload,
|
||||
@@ -50,6 +65,7 @@ export type CreateDocumentFromTemplateOptions = {
|
||||
email: string;
|
||||
signingOrder?: number | null;
|
||||
}[];
|
||||
prefillFields?: TFieldMetaPrefillFieldsSchema[];
|
||||
customDocumentDataId?: string;
|
||||
|
||||
/**
|
||||
@@ -72,6 +88,165 @@ export type CreateDocumentFromTemplateOptions = {
|
||||
requestMetadata: ApiRequestMetadata;
|
||||
};
|
||||
|
||||
const getUpdatedFieldMeta = (field: Field, prefillField?: TFieldMetaPrefillFieldsSchema) => {
|
||||
if (!prefillField) {
|
||||
return field.fieldMeta;
|
||||
}
|
||||
|
||||
const advancedField = ['NUMBER', 'RADIO', 'CHECKBOX', 'DROPDOWN', 'TEXT'].includes(field.type);
|
||||
|
||||
if (!advancedField) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Field ${field.id} is not an advanced field and cannot have field meta information. Allowed types: NUMBER, RADIO, CHECKBOX, DROPDOWN, TEXT.`,
|
||||
});
|
||||
}
|
||||
|
||||
// We've already validated that the field types match at a higher level
|
||||
// Start with the existing field meta or an empty object
|
||||
const existingMeta = field.fieldMeta || {};
|
||||
|
||||
// Apply type-specific updates based on the prefill field type using ts-pattern
|
||||
return match(prefillField)
|
||||
.with({ type: 'text' }, (field) => {
|
||||
if (typeof field.value !== 'string') {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Invalid value for TEXT field ${field.id}: expected string, got ${typeof field.value}`,
|
||||
});
|
||||
}
|
||||
|
||||
const meta: TTextFieldMeta = {
|
||||
...existingMeta,
|
||||
type: 'text',
|
||||
label: field.label,
|
||||
text: field.value,
|
||||
};
|
||||
|
||||
return meta;
|
||||
})
|
||||
.with({ type: 'number' }, (field) => {
|
||||
if (typeof field.value !== 'string') {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Invalid value for NUMBER field ${field.id}: expected string, got ${typeof field.value}`,
|
||||
});
|
||||
}
|
||||
|
||||
const meta: TNumberFieldMeta = {
|
||||
...existingMeta,
|
||||
type: 'number',
|
||||
label: field.label,
|
||||
value: field.value,
|
||||
};
|
||||
|
||||
return meta;
|
||||
})
|
||||
.with({ type: 'radio' }, (field) => {
|
||||
if (typeof field.value !== 'string') {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Invalid value for RADIO field ${field.id}: expected string, got ${typeof field.value}`,
|
||||
});
|
||||
}
|
||||
|
||||
const result = ZRadioFieldMeta.safeParse(existingMeta);
|
||||
|
||||
if (!result.success) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Invalid field meta for RADIO field ${field.id}`,
|
||||
});
|
||||
}
|
||||
|
||||
const radioMeta = result.data;
|
||||
|
||||
// Validate that the value exists in the options
|
||||
const valueExists = radioMeta.values?.some((option) => option.value === field.value);
|
||||
|
||||
if (!valueExists) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Value "${field.value}" not found in options for RADIO field ${field.id}`,
|
||||
});
|
||||
}
|
||||
|
||||
const newValues = radioMeta.values?.map((option) => ({
|
||||
...option,
|
||||
checked: option.value === field.value,
|
||||
}));
|
||||
|
||||
const meta: TRadioFieldMeta = {
|
||||
...existingMeta,
|
||||
type: 'radio',
|
||||
label: field.label,
|
||||
values: newValues,
|
||||
};
|
||||
|
||||
return meta;
|
||||
})
|
||||
.with({ type: 'checkbox' }, (field) => {
|
||||
const result = ZCheckboxFieldMeta.safeParse(existingMeta);
|
||||
|
||||
if (!result.success) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Invalid field meta for CHECKBOX field ${field.id}`,
|
||||
});
|
||||
}
|
||||
|
||||
const checkboxMeta = result.data;
|
||||
|
||||
// Validate that all values exist in the options
|
||||
for (const value of field.value) {
|
||||
const valueExists = checkboxMeta.values?.some((option) => option.value === value);
|
||||
|
||||
if (!valueExists) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Value "${value}" not found in options for CHECKBOX field ${field.id}`,
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
const newValues = checkboxMeta.values?.map((option) => ({
|
||||
...option,
|
||||
checked: field.value.includes(option.value),
|
||||
}));
|
||||
|
||||
const meta: TCheckboxFieldMeta = {
|
||||
...existingMeta,
|
||||
type: 'checkbox',
|
||||
label: field.label,
|
||||
values: newValues,
|
||||
};
|
||||
|
||||
return meta;
|
||||
})
|
||||
.with({ type: 'dropdown' }, (field) => {
|
||||
const result = ZDropdownFieldMeta.safeParse(existingMeta);
|
||||
|
||||
if (!result.success) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Invalid field meta for DROPDOWN field ${field.id}`,
|
||||
});
|
||||
}
|
||||
|
||||
const dropdownMeta = result.data;
|
||||
|
||||
// Validate that the value exists in the options if values are defined
|
||||
const valueExists = dropdownMeta.values?.some((option) => option.value === field.value);
|
||||
|
||||
if (!valueExists) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Value "${field.value}" not found in options for DROPDOWN field ${field.id}`,
|
||||
});
|
||||
}
|
||||
|
||||
const meta: TDropdownFieldMeta = {
|
||||
...existingMeta,
|
||||
type: 'dropdown',
|
||||
label: field.label,
|
||||
defaultValue: field.value,
|
||||
};
|
||||
|
||||
return meta;
|
||||
})
|
||||
.otherwise(() => field.fieldMeta);
|
||||
};
|
||||
|
||||
export const createDocumentFromTemplate = async ({
|
||||
templateId,
|
||||
externalId,
|
||||
@@ -81,6 +256,7 @@ export const createDocumentFromTemplate = async ({
|
||||
customDocumentDataId,
|
||||
override,
|
||||
requestMetadata,
|
||||
prefillFields,
|
||||
}: CreateDocumentFromTemplateOptions) => {
|
||||
const template = await prisma.template.findUnique({
|
||||
where: {
|
||||
@@ -258,6 +434,47 @@ export const createDocumentFromTemplate = async ({
|
||||
|
||||
let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
|
||||
|
||||
// Get all template field IDs first so we can validate later
|
||||
const allTemplateFieldIds = finalRecipients.flatMap((recipient) =>
|
||||
recipient.fields.map((field) => field.id),
|
||||
);
|
||||
|
||||
if (prefillFields?.length) {
|
||||
// Validate that all prefill field IDs exist in the template
|
||||
const invalidFieldIds = prefillFields
|
||||
.map((prefillField) => prefillField.id)
|
||||
.filter((id) => !allTemplateFieldIds.includes(id));
|
||||
|
||||
if (invalidFieldIds.length > 0) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `The following field IDs do not exist in the template: ${invalidFieldIds.join(', ')}`,
|
||||
});
|
||||
}
|
||||
|
||||
// Validate that all prefill fields have the correct type
|
||||
for (const prefillField of prefillFields) {
|
||||
const templateField = finalRecipients
|
||||
.flatMap((recipient) => recipient.fields)
|
||||
.find((field) => field.id === prefillField.id);
|
||||
|
||||
if (!templateField) {
|
||||
// This should never happen due to the previous validation, but just in case
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Field with ID ${prefillField.id} not found in the template`,
|
||||
});
|
||||
}
|
||||
|
||||
const expectedType = templateField.type.toLowerCase();
|
||||
const actualType = prefillField.type;
|
||||
|
||||
if (expectedType !== actualType) {
|
||||
throw new AppError(AppErrorCode.INVALID_BODY, {
|
||||
message: `Field type mismatch for field ${prefillField.id}: expected ${expectedType}, got ${actualType}`,
|
||||
});
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
Object.values(finalRecipients).forEach(({ email, fields }) => {
|
||||
const recipient = document.recipients.find((recipient) => recipient.email === email);
|
||||
|
||||
@@ -266,19 +483,25 @@ export const createDocumentFromTemplate = async ({
|
||||
}
|
||||
|
||||
fieldsToCreate = fieldsToCreate.concat(
|
||||
fields.map((field) => ({
|
||||
documentId: document.id,
|
||||
recipientId: recipient.id,
|
||||
type: field.type,
|
||||
page: field.page,
|
||||
positionX: field.positionX,
|
||||
positionY: field.positionY,
|
||||
width: field.width,
|
||||
height: field.height,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: field.fieldMeta,
|
||||
})),
|
||||
fields.map((field) => {
|
||||
const prefillField = prefillFields?.find((value) => value.id === field.id);
|
||||
// Use type assertion to help TypeScript understand the structure
|
||||
const updatedFieldMeta = getUpdatedFieldMeta(field, prefillField);
|
||||
|
||||
return {
|
||||
documentId: document.id,
|
||||
recipientId: recipient.id,
|
||||
type: field.type,
|
||||
page: field.page,
|
||||
positionX: field.positionX,
|
||||
positionY: field.positionY,
|
||||
width: field.width,
|
||||
height: field.height,
|
||||
customText: '',
|
||||
inserted: false,
|
||||
fieldMeta: updatedFieldMeta,
|
||||
};
|
||||
}),
|
||||
);
|
||||
});
|
||||
|
||||
|
||||
@@ -123,6 +123,42 @@ export const ZFieldMetaNotOptionalSchema = z.discriminatedUnion('type', [
|
||||
|
||||
export type TFieldMetaNotOptionalSchema = z.infer<typeof ZFieldMetaNotOptionalSchema>;
|
||||
|
||||
export const ZFieldMetaPrefillFieldsSchema = z
|
||||
.object({
|
||||
id: z.number(),
|
||||
})
|
||||
.and(
|
||||
z.discriminatedUnion('type', [
|
||||
z.object({
|
||||
type: z.literal('text'),
|
||||
label: z.string(),
|
||||
value: z.string(),
|
||||
}),
|
||||
z.object({
|
||||
type: z.literal('number'),
|
||||
label: z.string(),
|
||||
value: z.string(),
|
||||
}),
|
||||
z.object({
|
||||
type: z.literal('radio'),
|
||||
label: z.string(),
|
||||
value: z.string(),
|
||||
}),
|
||||
z.object({
|
||||
type: z.literal('checkbox'),
|
||||
label: z.string(),
|
||||
value: z.array(z.string()),
|
||||
}),
|
||||
z.object({
|
||||
type: z.literal('dropdown'),
|
||||
label: z.string(),
|
||||
value: z.string(),
|
||||
}),
|
||||
]),
|
||||
);
|
||||
|
||||
export type TFieldMetaPrefillFieldsSchema = z.infer<typeof ZFieldMetaPrefillFieldsSchema>;
|
||||
|
||||
export const ZFieldMetaSchema = z
|
||||
.union([
|
||||
// Handles an empty object being provided as fieldMeta.
|
||||
|
||||
@@ -452,7 +452,7 @@ export const fieldRouter = router({
|
||||
return await signFieldWithToken({
|
||||
token,
|
||||
fieldId,
|
||||
value,
|
||||
value: value ?? '',
|
||||
isBase64,
|
||||
userId: ctx.user?.id,
|
||||
authOptions,
|
||||
|
||||
@@ -153,7 +153,7 @@ export const ZSetFieldsForTemplateResponseSchema = z.object({
|
||||
export const ZSignFieldWithTokenMutationSchema = z.object({
|
||||
token: z.string(),
|
||||
fieldId: z.number(),
|
||||
value: z.string().trim(),
|
||||
value: z.string().trim().optional(),
|
||||
isBase64: z.boolean().optional(),
|
||||
authOptions: ZRecipientActionAuthSchema.optional(),
|
||||
});
|
||||
|
||||
@@ -227,7 +227,8 @@ export const templateRouter = router({
|
||||
.output(ZCreateDocumentFromTemplateResponseSchema)
|
||||
.mutation(async ({ ctx, input }) => {
|
||||
const { teamId } = ctx;
|
||||
const { templateId, recipients, distributeDocument, customDocumentDataId } = input;
|
||||
const { templateId, recipients, distributeDocument, customDocumentDataId, prefillFields } =
|
||||
input;
|
||||
|
||||
const limits = await getServerLimits({ email: ctx.user.email, teamId });
|
||||
|
||||
@@ -242,6 +243,7 @@ export const templateRouter = router({
|
||||
recipients,
|
||||
customDocumentDataId,
|
||||
requestMetadata: ctx.metadata,
|
||||
prefillFields,
|
||||
});
|
||||
|
||||
if (distributeDocument) {
|
||||
|
||||
@@ -6,6 +6,7 @@ import {
|
||||
ZDocumentActionAuthTypesSchema,
|
||||
} from '@documenso/lib/types/document-auth';
|
||||
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
|
||||
import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
|
||||
import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
|
||||
import {
|
||||
ZTemplateLiteSchema,
|
||||
@@ -67,6 +68,7 @@ export const ZCreateDocumentFromTemplateRequestSchema = z.object({
|
||||
'The data ID of an alternative PDF to use when creating the document. If not provided, the PDF attached to the template will be used.',
|
||||
)
|
||||
.optional(),
|
||||
prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
|
||||
});
|
||||
|
||||
export const ZCreateDocumentFromTemplateResponseSchema = ZDocumentSchema;
|
||||
|
||||
@@ -12,6 +12,7 @@ import { match } from 'ts-pattern';
|
||||
import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
|
||||
import type { TFieldMetaSchema } from '@documenso/lib/types/field-meta';
|
||||
import { ZCheckboxFieldMeta, ZRadioFieldMeta } from '@documenso/lib/types/field-meta';
|
||||
import { FieldType } from '@documenso/prisma/client';
|
||||
|
||||
import { useSignerColors } from '../../lib/signer-colors';
|
||||
import { cn } from '../../lib/utils';
|
||||
@@ -185,11 +186,35 @@ export const FieldItem = ({
|
||||
() => hasFieldMetaValues('CHECKBOX', field.fieldMeta, ZCheckboxFieldMeta),
|
||||
[field.fieldMeta],
|
||||
);
|
||||
|
||||
const radioHasValues = useMemo(
|
||||
() => hasFieldMetaValues('RADIO', field.fieldMeta, ZRadioFieldMeta),
|
||||
[field.fieldMeta],
|
||||
);
|
||||
|
||||
const hasCheckedValues = (fieldMeta: TFieldMetaSchema, type: FieldType) => {
|
||||
if (!fieldMeta || (type !== FieldType.RADIO && type !== FieldType.CHECKBOX)) {
|
||||
return false;
|
||||
}
|
||||
|
||||
if (type === FieldType.RADIO) {
|
||||
const parsed = ZRadioFieldMeta.parse(fieldMeta);
|
||||
return parsed.values?.some((value) => value.checked) ?? false;
|
||||
}
|
||||
|
||||
if (type === FieldType.CHECKBOX) {
|
||||
const parsed = ZCheckboxFieldMeta.parse(fieldMeta);
|
||||
return parsed.values?.some((value) => value.checked) ?? false;
|
||||
}
|
||||
|
||||
return false;
|
||||
};
|
||||
|
||||
const fieldHasCheckedValues = useMemo(
|
||||
() => hasCheckedValues(field.fieldMeta, field.type),
|
||||
[field.fieldMeta, field.type],
|
||||
);
|
||||
|
||||
const fixedSize = checkBoxHasValues || radioHasValues;
|
||||
|
||||
return createPortal(
|
||||
@@ -229,6 +254,21 @@ export const FieldItem = ({
|
||||
onMove?.(d.node);
|
||||
}}
|
||||
>
|
||||
{(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
|
||||
field.fieldMeta?.label && (
|
||||
<div
|
||||
className={cn(
|
||||
'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
|
||||
{
|
||||
'bg-foreground/5 border-primary border': !fieldHasCheckedValues,
|
||||
'bg-documenso-200 border-primary border': fieldHasCheckedValues,
|
||||
},
|
||||
)}
|
||||
>
|
||||
{field.fieldMeta.label}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div
|
||||
className={cn(
|
||||
'relative flex h-full w-full items-center justify-center bg-white',
|
||||
|
||||
@@ -126,6 +126,18 @@ export const CheckboxFieldAdvancedSettings = ({
|
||||
|
||||
return (
|
||||
<div className="flex flex-col gap-4">
|
||||
<div className="mb-2">
|
||||
<Label>
|
||||
<Trans>Label</Trans>
|
||||
</Label>
|
||||
<Input
|
||||
id="label"
|
||||
className="bg-background mt-2"
|
||||
placeholder={_(msg`Field label`)}
|
||||
value={fieldState.label}
|
||||
onChange={(e) => handleFieldChange('label', e.target.value)}
|
||||
/>
|
||||
</div>
|
||||
<div className="flex flex-row items-center gap-x-4">
|
||||
<div className="flex w-2/3 flex-col">
|
||||
<Label>
|
||||
|
||||
@@ -105,8 +105,12 @@ export const DropdownFieldAdvancedSettings = ({
|
||||
<Trans>Select default option</Trans>
|
||||
</Label>
|
||||
<Select
|
||||
defaultValue={defaultValue}
|
||||
value={defaultValue}
|
||||
onValueChange={(val) => {
|
||||
if (!val) {
|
||||
return;
|
||||
}
|
||||
|
||||
setDefaultValue(val);
|
||||
handleFieldChange('defaultValue', val);
|
||||
}}
|
||||
@@ -172,7 +176,7 @@ export const DropdownFieldAdvancedSettings = ({
|
||||
/>
|
||||
<button
|
||||
type="button"
|
||||
className="col-span-1 mt-auto inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
|
||||
className="col-span-1 mt-auto inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
|
||||
onClick={() => removeValue(index)}
|
||||
>
|
||||
<Trash className="h-5 w-5" />
|
||||
|
||||
@@ -2,7 +2,8 @@
|
||||
|
||||
import { useEffect, useState } from 'react';
|
||||
|
||||
import { Trans } from '@lingui/macro';
|
||||
import { Trans, msg } from '@lingui/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
import { ChevronDown, ChevronUp, Trash } from 'lucide-react';
|
||||
|
||||
import { validateRadioField } from '@documenso/lib/advanced-fields-validation/validate-radio';
|
||||
@@ -27,6 +28,8 @@ export const RadioFieldAdvancedSettings = ({
|
||||
handleFieldChange,
|
||||
handleErrors,
|
||||
}: RadioFieldAdvancedSettingsProps) => {
|
||||
const { _ } = useLingui();
|
||||
|
||||
const [showValidation, setShowValidation] = useState(false);
|
||||
const [values, setValues] = useState(
|
||||
fieldState.values ?? [{ id: 1, checked: false, value: 'Default value' }],
|
||||
@@ -102,6 +105,18 @@ export const RadioFieldAdvancedSettings = ({
|
||||
return (
|
||||
<div className="flex flex-col gap-4">
|
||||
<div className="flex flex-col gap-4">
|
||||
<div>
|
||||
<Label>
|
||||
<Trans>Label</Trans>
|
||||
</Label>
|
||||
<Input
|
||||
id="label"
|
||||
className="bg-background mt-2"
|
||||
placeholder={_(msg`Field label`)}
|
||||
value={fieldState.label}
|
||||
onChange={(e) => handleFieldChange('label', e.target.value)}
|
||||
/>
|
||||
</div>
|
||||
<div className="flex flex-row items-center gap-2">
|
||||
<Switch
|
||||
className="bg-background"
|
||||
|
||||
@@ -126,7 +126,13 @@ export const TextFieldAdvancedSettings = ({
|
||||
|
||||
<Select
|
||||
value={fieldState.textAlign}
|
||||
onValueChange={(value) => handleInput('textAlign', value)}
|
||||
onValueChange={(value) => {
|
||||
if (!value) {
|
||||
return;
|
||||
}
|
||||
|
||||
handleInput('textAlign', value);
|
||||
}}
|
||||
>
|
||||
<SelectTrigger className="bg-background mt-2">
|
||||
<SelectValue placeholder="Select text align" />
|
||||
|
||||
Reference in New Issue
Block a user