Files
zeekayandHanzo Dev 04b66be987 fix(forms): type the document and template flows by the form's input
@hookform/resolvers 5 types a zod resolver as input in, output out: the
form holds z.input of its schema, and only handleSubmit sees z.output. The
flows spelled their forms as the output and dropped the input on the floor,
where a default or a transform makes the two differ: signers' actionAuth and
distributionMethod have defaults, and field meta takes `{}` and makes it
undefined.

Each flow's schema now exports its input beside its output, and whatever
holds or passes on the form's values uses it: the clipboard and last-active
field, the field item, its content and tooltip (which re-parse the meta
anyway), the email checkboxes, and every autosave. Autosave reads
getValues(), which is what the user typed, not what the schema made of it,
so it is typed as that all the way to the mutation, whose request type is
now z.input of the request schema — what the server parses.

Three reads of form state now apply the schema's own default where the
value may be unset: `actionAuth ?? []` in both signer steps and
`distributionMethod ?? EMAIL` in the subject step. Every writer in those
forms sets the value, so nothing reachable changes. Two `value &&
onChange(value)` statements become ifs, which typescript-eslint 8 asks for.

Co-authored-by: Hanzo Dev <[email protected]>
2026-09-19 04:20:14 -07:00

553 lines
20 KiB
TypeScript

import { useEffect } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans, useLingui } from '@lingui/react/macro';
import {
DocumentStatus,
DocumentVisibility,
type Field,
type Recipient,
SendStatus,
TeamMemberRole,
} from '@prisma/client';
import { InfoIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { useAutoSave } from '@hanzo/esign-lib/client-only/hooks/use-autosave';
import { useCurrentOrganisation } from '@hanzo/esign-lib/client-only/providers/organisation';
import {
DATE_FORMATS,
DEFAULT_DOCUMENT_DATE_FORMAT,
} from '@hanzo/esign-lib/constants/date-formats';
import { DOCUMENT_SIGNATURE_TYPES } from '@hanzo/esign-lib/constants/document';
import { SUPPORTED_LANGUAGES } from '@hanzo/esign-lib/constants/i18n';
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@hanzo/esign-lib/constants/time-zones';
import type { TDocument } from '@hanzo/esign-lib/types/document';
import { extractDocumentAuthMethods } from '@hanzo/esign-lib/utils/document-auth';
import { extractTeamSignatureSettings } from '@hanzo/esign-lib/utils/teams';
import {
DocumentGlobalAuthAccessSelect,
DocumentGlobalAuthAccessTooltip,
} from '@hanzo/esign-ui/components/document/document-global-auth-access-select';
import {
DocumentGlobalAuthActionSelect,
DocumentGlobalAuthActionTooltip,
} from '@hanzo/esign-ui/components/document/document-global-auth-action-select';
import {
DocumentReadOnlyFields,
mapFieldsWithRecipients,
} from '@hanzo/esign-ui/components/document/document-read-only-fields';
import {
DocumentVisibilitySelect,
DocumentVisibilityTooltip,
} from '@hanzo/esign-ui/components/document/document-visibility-select';
import {
Accordion,
AccordionContent,
AccordionItem,
AccordionTrigger,
} from '@hanzo/esign-ui/primitives/accordion';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@hanzo/esign-ui/primitives/form/form';
import { MultiSelectCombobox } from '@hanzo/esign-ui/primitives/multi-select-combobox';
import { DocumentSignatureSettingsTooltip } from '../../components/document/document-signature-settings-tooltip';
import { Combobox } from '../combobox';
import { Input } from '../input';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '../select';
import { useStep } from '../stepper';
import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
import type { TAddSettingsFormSchema } from './add-settings.types';
import { ZAddSettingsFormSchema } from './add-settings.types';
import {
DocumentFlowFormContainerActions,
DocumentFlowFormContainerContent,
DocumentFlowFormContainerFooter,
DocumentFlowFormContainerHeader,
DocumentFlowFormContainerStep,
} from './document-flow-root';
import type { DocumentFlowStep } from './types';
export type AddSettingsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
fields: Field[];
isDocumentPdfLoaded: boolean;
document: TDocument;
currentTeamMemberRole?: TeamMemberRole;
onSubmit: (_data: TAddSettingsFormSchema) => void;
onAutoSave: (_data: TAddSettingsFormSchema) => Promise<void>;
};
export const AddSettingsFormPartial = ({
documentFlow,
recipients,
fields,
isDocumentPdfLoaded,
document,
currentTeamMemberRole,
onSubmit,
onAutoSave,
}: AddSettingsFormProps) => {
const { t } = useLingui();
const organisation = useCurrentOrganisation();
const { documentAuthOption } = extractDocumentAuthMethods({
documentAuth: document.authOptions,
});
const form = useForm({
resolver: zodResolver(ZAddSettingsFormSchema),
defaultValues: {
title: document.title,
externalId: document.externalId || '',
visibility: document.visibility || '',
globalAccessAuth: documentAuthOption?.globalAccessAuth || [],
globalActionAuth: documentAuthOption?.globalActionAuth || [],
meta: {
timezone:
TIME_ZONES.find((timezone) => timezone === document.documentMeta?.timezone) ??
DEFAULT_DOCUMENT_TIME_ZONE,
dateFormat:
DATE_FORMATS.find((format) => format.value === document.documentMeta?.dateFormat)
?.value ?? DEFAULT_DOCUMENT_DATE_FORMAT,
redirectUrl: document.documentMeta?.redirectUrl ?? '',
language: document.documentMeta?.language ?? 'en',
signatureTypes: extractTeamSignatureSettings(document.documentMeta),
},
},
});
const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
const documentHasBeenSent = recipients.some(
(recipient) => recipient.sendStatus === SendStatus.SENT,
);
const canUpdateVisibility = match(currentTeamMemberRole)
.with(TeamMemberRole.ADMIN, () => true)
.with(
TeamMemberRole.MANAGER,
() =>
document.visibility === DocumentVisibility.EVERYONE ||
document.visibility === DocumentVisibility.MANAGER_AND_ABOVE,
)
.otherwise(() => false);
const onFormSubmit = form.handleSubmit(onSubmit);
const onGoNextClick = () => {
void onFormSubmit().catch(console.error);
};
// We almost always want to set the timezone to the user's local timezone to avoid confusion
// when the document is signed.
useEffect(() => {
if (
!form.formState.touchedFields.meta?.timezone &&
!documentHasBeenSent &&
!document.documentMeta?.timezone
) {
form.setValue('meta.timezone', Intl.DateTimeFormat().resolvedOptions().timeZone);
}
}, [
documentHasBeenSent,
form,
form.setValue,
form.formState.touchedFields.meta?.timezone,
document.documentMeta?.timezone,
]);
const { scheduleSave } = useAutoSave(onAutoSave);
const handleAutoSave = async () => {
const isFormValid = await form.trigger();
if (!isFormValid) {
return;
}
const formData = form.getValues();
/*
* Parse the form data through the Zod schema to handle transformations
* (like -1 -> undefined for the Document Global Auth Access)
*/
const parseResult = ZAddSettingsFormSchema.safeParse(formData);
if (parseResult.success) {
scheduleSave(parseResult.data);
}
};
return (
<>
<DocumentFlowFormContainerHeader
title={documentFlow.title}
description={documentFlow.description}
/>
<DocumentFlowFormContainerContent>
{isDocumentPdfLoaded && (
<DocumentReadOnlyFields
showRecipientColors={true}
recipientIds={recipients.map((recipient) => recipient.id)}
fields={mapFieldsWithRecipients(fields, recipients)}
/>
)}
<Form {...form}>
<fieldset
className="flex h-full flex-col space-y-6"
disabled={form.formState.isSubmitting}
>
<FormField
control={form.control}
name="title"
render={({ field }) => (
<FormItem>
<FormLabel required>
<Trans>Title</Trans>
</FormLabel>
<FormControl>
<Input
className="bg-background"
{...field}
disabled={document.status !== DocumentStatus.DRAFT || field.disabled}
maxLength={255}
onBlur={handleAutoSave}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.language"
render={({ field }) => (
<FormItem>
<FormLabel className="inline-flex items-center">
<Trans>Language</Trans>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground max-w-md space-y-2 p-4">
<Trans>
Controls the language for the document, including the language to be used
for email notifications, and the final certificate that is generated and
attached to the document.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Select
{...field}
onValueChange={(value) => {
field.onChange(value);
void handleAutoSave();
}}
value={field.value}
disabled={field.disabled}
>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
<SelectItem key={code} value={code}>
{t(language.full)}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="globalAccessAuth"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Document access</Trans>
<DocumentGlobalAuthAccessTooltip />
</FormLabel>
<FormControl>
<DocumentGlobalAuthAccessSelect
{...field}
onValueChange={(value) => {
field.onChange(value);
void handleAutoSave();
}}
value={field.value}
disabled={field.disabled}
/>
</FormControl>
</FormItem>
)}
/>
{currentTeamMemberRole && (
<FormField
control={form.control}
name="visibility"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Document visibility</Trans>
<DocumentVisibilityTooltip />
</FormLabel>
<FormControl>
<DocumentVisibilitySelect
canUpdateVisibility={canUpdateVisibility}
currentTeamMemberRole={currentTeamMemberRole}
{...field}
onValueChange={(value) => {
field.onChange(value);
void handleAutoSave();
}}
/>
</FormControl>
</FormItem>
)}
/>
)}
{organisation.organisationClaim.flags.cfr21 && (
<FormField
control={form.control}
name="globalActionAuth"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Recipient action authentication</Trans>
<DocumentGlobalAuthActionTooltip />
</FormLabel>
<FormControl>
<DocumentGlobalAuthActionSelect
{...field}
onValueChange={(value) => {
field.onChange(value);
void handleAutoSave();
}}
value={field.value}
disabled={field.disabled}
/>
</FormControl>
</FormItem>
)}
/>
)}
<Accordion type="multiple" className="mt-6">
<AccordionItem value="advanced-options" className="border-none">
<AccordionTrigger className="text-foreground mb-2 rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
<Trans>Advanced Options</Trans>
</AccordionTrigger>
<AccordionContent className="text-muted-foreground -mx-1 px-1 pt-2 text-sm leading-relaxed">
<div className="flex flex-col space-y-6">
<FormField
control={form.control}
name="externalId"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>External ID</Trans>{' '}
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<Trans>
Add an external ID to the document. This can be used to identify
the document in external systems.
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} onBlur={handleAutoSave} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.signatureTypes"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Allowed Signature Types</Trans>
<DocumentSignatureSettingsTooltip />
</FormLabel>
<FormControl>
<MultiSelectCombobox
options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
label: t(option.label),
value: option.value,
}))}
selectedValues={field.value}
onChange={(value) => {
field.onChange(value);
void handleAutoSave();
}}
className="bg-background w-full"
emptySelectionPlaceholder={t`Select signature types`}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.dateFormat"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Date Format</Trans>
</FormLabel>
<FormControl>
<Select
{...field}
onValueChange={(value) => {
field.onChange(value);
void handleAutoSave();
}}
value={field.value}
disabled={documentHasBeenSent}
>
<SelectTrigger className="bg-background">
<SelectValue />
</SelectTrigger>
<SelectContent>
{DATE_FORMATS.map((format) => (
<SelectItem key={format.key} value={format.value}>
{format.label}
</SelectItem>
))}
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.timezone"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans>Time Zone</Trans>
</FormLabel>
<FormControl>
<Combobox
className="bg-background"
options={TIME_ZONES}
{...field}
onChange={(value) => {
if (value) {
field.onChange(value);
}
void handleAutoSave();
}}
value={field.value}
disabled={documentHasBeenSent}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="meta.redirectUrl"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
<Trans>Redirect URL</Trans>{' '}
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-muted-foreground max-w-xs">
<Trans>
Add a URL to redirect the user to once the document is signed
</Trans>
</TooltipContent>
</Tooltip>
</FormLabel>
<FormControl>
<Input className="bg-background" {...field} onBlur={handleAutoSave} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
</AccordionContent>
</AccordionItem>
</Accordion>
</fieldset>
</Form>
</DocumentFlowFormContainerContent>
<DocumentFlowFormContainerFooter>
<DocumentFlowFormContainerStep step={currentStep} maxStep={totalSteps} />
<DocumentFlowFormContainerActions
loading={form.formState.isSubmitting}
disabled={form.formState.isSubmitting}
canGoBack={stepIndex !== 0}
onGoBackClick={previousStep}
onGoNextClick={onGoNextClick}
/>
</DocumentFlowFormContainerFooter>
</>
);
};