Files
sign/apps/remix/app/components/general/document-signing/document-signing-text-field.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

382 lines
13 KiB
TypeScript

import { useEffect, useState } from 'react';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Plural, Trans } from '@lingui/react/macro';
import { Loader, Type } from 'lucide-react';
import { useRevalidator } from 'react-router';
import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
import { ZTextFieldMeta } from '@documenso/lib/types/field-meta';
import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
import { trpc } from '@documenso/trpc/react';
import type {
TRemovedSignedFieldWithTokenMutationSchema,
TSignFieldWithTokenMutationSchema,
} from '@documenso/trpc/server/field-router/schema';
import { cn } from '@documenso/ui/lib/utils';
import { Button } from '@documenso/ui/primitives/button';
import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
import { Textarea } from '@documenso/ui/primitives/textarea';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
import { DocumentSigningFieldContainer } from './document-signing-field-container';
import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
export type DocumentSigningTextFieldProps = {
field: FieldWithSignatureAndFieldMeta;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
type ValidationErrors = {
required: string[];
characterLimit: string[];
};
export type TextFieldProps = {
field: FieldWithSignatureAndFieldMeta;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
export const DocumentSigningTextField = ({
field,
onSignField,
onUnsignField,
}: DocumentSigningTextFieldProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const { revalidate } = useRevalidator();
const { recipient, isAssistantMode } = useDocumentSigningRecipientContext();
const initialErrors: ValidationErrors = {
required: [],
characterLimit: [],
};
const [errors, setErrors] = useState(initialErrors);
const userInputHasErrors = Object.values(errors).some((error) => error.length > 0);
const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
const {
mutateAsync: removeSignedFieldWithToken,
isPending: isRemoveSignedFieldWithTokenLoading,
} = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
const safeFieldMeta = ZTextFieldMeta.safeParse(field.fieldMeta);
const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading;
const shouldAutoSignField =
(!field.inserted && parsedFieldMeta?.text) ||
(!field.inserted && parsedFieldMeta?.text && parsedFieldMeta?.readOnly);
const [showCustomTextModal, setShowCustomTextModal] = useState(false);
const [localText, setLocalCustomText] = useState(parsedFieldMeta?.text ?? '');
useEffect(() => {
if (!showCustomTextModal) {
setLocalCustomText(parsedFieldMeta?.text ?? '');
setErrors(initialErrors);
}
}, [showCustomTextModal]);
const handleTextChange = (e: React.ChangeEvent<HTMLTextAreaElement>) => {
const text = e.target.value;
setLocalCustomText(text);
if (parsedFieldMeta) {
const validationErrors = validateTextField(text, parsedFieldMeta, true);
setErrors({
required: validationErrors.filter((error) => error.includes('required')),
characterLimit: validationErrors.filter((error) => error.includes('character limit')),
});
}
};
/**
* When the user clicks the sign button in the dialog where they enter the text field.
*/
const onDialogSignClick = () => {
if (parsedFieldMeta) {
const validationErrors = validateTextField(localText, parsedFieldMeta, true);
if (validationErrors.length > 0) {
setErrors({
required: validationErrors.filter((error) => error.includes('required')),
characterLimit: validationErrors.filter((error) => error.includes('character limit')),
});
return;
}
}
setShowCustomTextModal(false);
void executeActionAuthProcedure({
onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
actionTarget: field.type,
});
};
const onPreSign = () => {
setShowCustomTextModal(true);
if (localText && parsedFieldMeta) {
const validationErrors = validateTextField(localText, parsedFieldMeta, true);
setErrors({
required: validationErrors.filter((error) => error.includes('required')),
characterLimit: validationErrors.filter((error) => error.includes('character limit')),
});
}
return false;
};
const onSign = async (authOptions?: TRecipientActionAuth) => {
try {
if (!localText || userInputHasErrors) {
return;
}
const payload: TSignFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
value: localText,
isBase64: true,
authOptions,
};
if (onSignField) {
await onSignField(payload);
return;
}
await signFieldWithToken(payload);
setLocalCustomText('');
await revalidate();
} catch (err) {
const error = AppError.parseError(err);
if (error.code === AppErrorCode.UNAUTHORIZED) {
throw error;
}
console.error(err);
toast({
title: _(msg`Error`),
description: isAssistantMode
? _(msg`An error occurred while signing as assistant.`)
: _(msg`An error occurred while signing the document.`),
variant: 'destructive',
});
}
};
const onRemove = async () => {
try {
const payload: TRemovedSignedFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
};
if (onUnsignField) {
await onUnsignField(payload);
return;
}
await removeSignedFieldWithToken(payload);
setLocalCustomText(parsedFieldMeta?.text ?? '');
await revalidate();
} catch (err) {
console.error(err);
toast({
title: _(msg`Error`),
description: _(msg`An error occurred while removing the field.`),
variant: 'destructive',
});
}
};
useEffect(() => {
if (shouldAutoSignField) {
void executeActionAuthProcedure({
onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
actionTarget: field.type,
});
}
}, []);
const parsedField = field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : undefined;
const labelDisplay =
parsedField?.label && parsedField.label.length < 20
? parsedField.label
: parsedField?.label
? parsedField?.label.substring(0, 20) + '...'
: undefined;
const textDisplay =
parsedField?.text && parsedField.text.length < 20
? parsedField.text
: parsedField?.text
? parsedField?.text.substring(0, 20) + '...'
: undefined;
const fieldDisplayName = labelDisplay ? labelDisplay : textDisplay;
const charactersRemaining = (parsedFieldMeta?.characterLimit ?? 0) - (localText.length ?? 0);
return (
<DocumentSigningFieldContainer
field={field}
onPreSign={onPreSign}
onSign={onSign}
onRemove={onRemove}
type="Text"
>
{isLoading && (
<div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
<Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
</div>
)}
{!field.inserted && (
<p
className={cn(
'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
{
'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
},
)}
>
<span className="flex items-center justify-center gap-x-1">
<Type className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />
<span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
{fieldDisplayName || <Trans>Text</Trans>}
</span>
</span>
</p>
)}
{field.inserted && (
<div className="flex h-full w-full items-center">
<p
className={cn(
'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
{
'text-left': parsedFieldMeta?.textAlign === 'left',
'text-center':
!parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
'text-right': parsedFieldMeta?.textAlign === 'right',
},
)}
>
{field.customText.length < 20
? field.customText
: field.customText.substring(0, 15) + '...'}
</p>
</div>
)}
<Dialog open={showCustomTextModal} onOpenChange={setShowCustomTextModal}>
<DialogContent>
<DialogTitle>
{parsedFieldMeta?.label ? parsedFieldMeta?.label : <Trans>Text</Trans>}
</DialogTitle>
<div>
<Textarea
id="custom-text"
placeholder={parsedFieldMeta?.placeholder ?? _(msg`Enter your text here`)}
className={cn('mt-2 w-full rounded-md', {
'border-2 border-red-300 ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
userInputHasErrors,
'text-left': parsedFieldMeta?.textAlign === 'left',
'text-center':
!parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
'text-right': parsedFieldMeta?.textAlign === 'right',
})}
value={localText}
onChange={handleTextChange}
/>
</div>
{parsedFieldMeta?.characterLimit !== undefined &&
parsedFieldMeta?.characterLimit > 0 &&
!userInputHasErrors && (
<div className="text-muted-foreground text-sm">
<Plural
value={charactersRemaining}
one="1 character remaining"
other={`${charactersRemaining} characters remaining`}
/>
</div>
)}
{userInputHasErrors && (
<div className="text-sm">
{errors.required.map((error, index) => (
<p key={index} className="text-red-500">
{error}
</p>
))}
{errors.characterLimit.map((error, index) => (
<p key={index} className="text-red-500">
{error}{' '}
{charactersRemaining < 0 && (
<Plural
value={Math.abs(charactersRemaining)}
one="(1 character over)"
other="(# characters over)"
/>
)}
</p>
))}
</div>
)}
<DialogFooter>
<div className="mt-4 flex w-full flex-1 flex-nowrap gap-4">
<Button
type="button"
className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
variant="secondary"
onClick={() => {
setShowCustomTextModal(false);
setLocalCustomText('');
}}
>
<Trans>Cancel</Trans>
</Button>
<Button
type="button"
className="flex-1"
disabled={!localText || userInputHasErrors}
onClick={() => onDialogSignClick()}
>
<Trans>Save</Trans>
</Button>
</div>
</DialogFooter>
</DialogContent>
</Dialog>
</DocumentSigningFieldContainer>
);
};