Files
sign/apps/remix/app/components/general/document-signing/document-signing-page-view.tsx
Ephraim Duncan c0ae68c28b feat: assistant role (#1588)
Introduces the ability for users with the **Assistant** role to prefill
fields on behalf of other signers. Assistants can fill in various field
types such as text, checkboxes, dates, and more, streamlining the
document preparation process before it reaches the final signers.
2025-02-13 19:37:34 +11:00

242 lines
11 KiB
TypeScript

import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import type { Field } from '@prisma/client';
import { FieldType, RecipientRole } from '@prisma/client';
import { match } from 'ts-pattern';
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 type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
import {
ZCheckboxFieldMeta,
ZDropdownFieldMeta,
ZNumberFieldMeta,
ZRadioFieldMeta,
ZTextFieldMeta,
} from '@documenso/lib/types/field-meta';
import type { CompletedField } from '@documenso/lib/types/fields';
import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
import { Card, CardContent } from '@documenso/ui/primitives/card';
import { ElementVisible } from '@documenso/ui/primitives/element-visible';
import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
import { DocumentSigningAutoSign } from '~/components/general/document-signing/document-signing-auto-sign';
import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
import { DocumentSigningDateField } from '~/components/general/document-signing/document-signing-date-field';
import { DocumentSigningDropdownField } from '~/components/general/document-signing/document-signing-dropdown-field';
import { DocumentSigningEmailField } from '~/components/general/document-signing/document-signing-email-field';
import { DocumentSigningForm } from '~/components/general/document-signing/document-signing-form';
import { DocumentSigningInitialsField } from '~/components/general/document-signing/document-signing-initials-field';
import { DocumentSigningNameField } from '~/components/general/document-signing/document-signing-name-field';
import { DocumentSigningNumberField } from '~/components/general/document-signing/document-signing-number-field';
import { DocumentSigningRadioField } from '~/components/general/document-signing/document-signing-radio-field';
import { DocumentSigningRejectDialog } from '~/components/general/document-signing/document-signing-reject-dialog';
import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
import { DocumentReadOnlyFields } from '~/components/general/document/document-read-only-fields';
import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
export type SigningPageViewProps = {
document: DocumentAndSender;
recipient: RecipientWithFields;
fields: Field[];
completedFields: CompletedField[];
isRecipientsTurn: boolean;
allRecipients?: RecipientWithFields[];
};
export const DocumentSigningPageView = ({
document,
recipient,
fields,
completedFields,
isRecipientsTurn,
allRecipients = [],
}: SigningPageViewProps) => {
const { documentData, documentMeta } = document;
const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
const shouldUseTeamDetails =
document.teamId && document.team?.teamGlobalSettings?.includeSenderDetails === false;
let senderName = document.user.name ?? '';
let senderEmail = `(${document.user.email})`;
if (shouldUseTeamDetails) {
senderName = document.team?.name ?? '';
senderEmail = document.team?.teamEmail?.email ? `(${document.team.teamEmail.email})` : '';
}
const selectedSigner = allRecipients?.find((r) => r.id === selectedSignerId);
return (
<DocumentSigningRecipientProvider recipient={recipient} targetSigner={selectedSigner ?? null}>
<div className="mx-auto w-full max-w-screen-xl">
<h1
className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
title={document.title}
>
{document.title}
</h1>
<div className="mt-2.5 flex flex-wrap items-center justify-between gap-x-6">
<div className="max-w-[50ch]">
<span className="text-muted-foreground truncate" title={senderName}>
{senderName} {senderEmail}
</span>{' '}
<span className="text-muted-foreground">
{match(recipient.role)
.with(RecipientRole.VIEWER, () =>
document.teamId && !shouldUseTeamDetails ? (
<Trans>
on behalf of "{document.team?.name}" has invited you to view this document
</Trans>
) : (
<Trans>has invited you to view this document</Trans>
),
)
.with(RecipientRole.SIGNER, () =>
document.teamId && !shouldUseTeamDetails ? (
<Trans>
on behalf of "{document.team?.name}" has invited you to sign this document
</Trans>
) : (
<Trans>has invited you to sign this document</Trans>
),
)
.with(RecipientRole.APPROVER, () =>
document.teamId && !shouldUseTeamDetails ? (
<Trans>
on behalf of "{document.team?.name}" has invited you to approve this document
</Trans>
) : (
<Trans>has invited you to approve this document</Trans>
),
)
.with(RecipientRole.ASSISTANT, () =>
document.teamId && !shouldUseTeamDetails ? (
<Trans>
on behalf of "{document.team?.name}" has invited you to assist this document
</Trans>
) : (
<Trans>has invited you to assist this document</Trans>
),
)
.otherwise(() => null)}
</span>
</div>
<DocumentSigningRejectDialog document={document} token={recipient.token} />
</div>
<div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
<Card
className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
gradient
>
<CardContent className="p-2">
<LazyPDFViewer
key={documentData.id}
documentData={documentData}
document={document}
password={documentMeta?.password}
/>
</CardContent>
</Card>
<div className="col-span-12 lg:col-span-5 xl:col-span-4">
<DocumentSigningForm
document={document}
recipient={recipient}
fields={fields}
redirectUrl={documentMeta?.redirectUrl}
isRecipientsTurn={isRecipientsTurn}
allRecipients={allRecipients}
setSelectedSignerId={setSelectedSignerId}
/>
</div>
</div>
<DocumentReadOnlyFields fields={completedFields} />
{recipient.role !== RecipientRole.ASSISTANT && (
<DocumentSigningAutoSign recipient={recipient} fields={fields} />
)}
<ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
{fields
.filter(
(field) =>
recipient.role !== RecipientRole.ASSISTANT ||
field.recipientId === selectedSigner?.id,
)
.map((field) =>
match(field.type)
.with(FieldType.SIGNATURE, () => (
<DocumentSigningSignatureField key={field.id} field={field} />
))
.with(FieldType.INITIALS, () => (
<DocumentSigningInitialsField key={field.id} field={field} />
))
.with(FieldType.NAME, () => (
<DocumentSigningNameField key={field.id} field={field} />
))
.with(FieldType.DATE, () => (
<DocumentSigningDateField
key={field.id}
field={field}
dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
/>
))
.with(FieldType.EMAIL, () => (
<DocumentSigningEmailField key={field.id} field={field} />
))
.with(FieldType.TEXT, () => {
const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
...field,
fieldMeta: field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : null,
};
return <DocumentSigningTextField key={field.id} field={fieldWithMeta} />;
})
.with(FieldType.NUMBER, () => {
const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
...field,
fieldMeta: field.fieldMeta ? ZNumberFieldMeta.parse(field.fieldMeta) : null,
};
return <DocumentSigningNumberField key={field.id} field={fieldWithMeta} />;
})
.with(FieldType.RADIO, () => {
const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
...field,
fieldMeta: field.fieldMeta ? ZRadioFieldMeta.parse(field.fieldMeta) : null,
};
return <DocumentSigningRadioField key={field.id} field={fieldWithMeta} />;
})
.with(FieldType.CHECKBOX, () => {
const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
...field,
fieldMeta: field.fieldMeta ? ZCheckboxFieldMeta.parse(field.fieldMeta) : null,
};
return <DocumentSigningCheckboxField key={field.id} field={fieldWithMeta} />;
})
.with(FieldType.DROPDOWN, () => {
const fieldWithMeta: FieldWithSignatureAndFieldMeta = {
...field,
fieldMeta: field.fieldMeta ? ZDropdownFieldMeta.parse(field.fieldMeta) : null,
};
return <DocumentSigningDropdownField key={field.id} field={fieldWithMeta} />;
})
.otherwise(() => null),
)}
</ElementVisible>
</div>
</DocumentSigningRecipientProvider>
);
};