feat(16-02): PreparePanel signer list UI, send-block validation, persist signers to DB

This commit is contained in:
Chandler Copeland
2026-04-03 16:26:53 -06:00
parent 25576c0d1b
commit 1c8551c30d
2 changed files with 109 additions and 3 deletions

View File

@@ -1,6 +1,7 @@
import { auth } from '@/lib/auth'; import { auth } from '@/lib/auth';
import { db } from '@/lib/db'; import { db } from '@/lib/db';
import { documents, users, getFieldType } from '@/lib/db/schema'; import { documents, users, getFieldType } from '@/lib/db/schema';
import type { DocumentSigner } from '@/lib/db/schema';
import { eq } from 'drizzle-orm'; import { eq } from 'drizzle-orm';
import { preparePdf } from '@/lib/pdf/prepare-document'; import { preparePdf } from '@/lib/pdf/prepare-document';
import { logAuditEvent } from '@/lib/signing/audit'; import { logAuditEvent } from '@/lib/signing/audit';
@@ -21,6 +22,8 @@ export async function POST(
assignedClientId?: string; assignedClientId?: string;
/** Email addresses to send the document to (client email + any CC addresses). */ /** Email addresses to send the document to (client email + any CC addresses). */
emailAddresses?: string[]; emailAddresses?: string[];
/** Multi-signer list with assigned colors. Saved to documents.signers. */
signers?: DocumentSigner[];
}; };
const doc = await db.query.documents.findFirst({ where: eq(documents.id, id) }); const doc = await db.query.documents.findFirst({ where: eq(documents.id, id) });
@@ -75,6 +78,8 @@ export async function POST(
textFillData: body.textFillData ?? null, textFillData: body.textFillData ?? null,
assignedClientId: body.assignedClientId ?? doc.assignedClientId ?? null, assignedClientId: body.assignedClientId ?? doc.assignedClientId ?? null,
emailAddresses: body.emailAddresses ?? null, emailAddresses: body.emailAddresses ?? null,
// Persist signer list if provided — required before send route reads documents.signers
...(body.signers !== undefined ? { signers: body.signers } : {}),
status: 'Sent', status: 'Sent',
sentAt: new Date(), sentAt: new Date(),
}) })

View File

@@ -2,12 +2,16 @@
import { useState, useEffect } from 'react'; import { useState, useEffect } from 'react';
import { useRouter } from 'next/navigation'; import { useRouter } from 'next/navigation';
import dynamic from 'next/dynamic'; import dynamic from 'next/dynamic';
import type { DocumentSigner } from '@/lib/db/schema'; import type { DocumentSigner, SignatureFieldData } from '@/lib/db/schema';
import { isClientVisibleField } from '@/lib/db/schema';
// PreviewModal imports react-pdf which calls new DOMMatrix() at module level — // PreviewModal imports react-pdf which calls new DOMMatrix() at module level —
// must be loaded client-only to avoid SSR crash, same pattern as PdfViewer. // must be loaded client-only to avoid SSR crash, same pattern as PdfViewer.
const PreviewModal = dynamic(() => import('./PreviewModal').then(m => m.PreviewModal), { ssr: false }); const PreviewModal = dynamic(() => import('./PreviewModal').then(m => m.PreviewModal), { ssr: false });
/** Auto-assigned signer color palette (D-01). Cycles if more than 4 signers. */
const SIGNER_COLORS = ['#6366f1', '#f43f5e', '#10b981', '#f59e0b'];
interface PreparePanelProps { interface PreparePanelProps {
docId: string; docId: string;
defaultEmail: string; defaultEmail: string;
@@ -22,7 +26,7 @@ interface PreparePanelProps {
selectedFieldId: string | null; selectedFieldId: string | null;
onQuickFill: (fieldId: string, value: string) => void; onQuickFill: (fieldId: string, value: string) => void;
onAiAutoPlace: () => Promise<void>; onAiAutoPlace: () => Promise<void>;
// Multi-signer props — wired in Phase 16, consumed in Wave 2 // Multi-signer props — wired in Phase 16 Plan 01, consumed here in Plan 02
signers?: DocumentSigner[]; signers?: DocumentSigner[];
onSignersChange?: (signers: DocumentSigner[]) => void; onSignersChange?: (signers: DocumentSigner[]) => void;
unassignedFieldIds?: Set<string>; unassignedFieldIds?: Set<string>;
@@ -43,6 +47,9 @@ export function PreparePanel({
previewToken, onPreviewTokenChange, previewToken, onPreviewTokenChange,
textFillData, selectedFieldId, onQuickFill, textFillData, selectedFieldId, onQuickFill,
onAiAutoPlace, onAiAutoPlace,
signers = [],
onSignersChange,
onUnassignedFieldIdsChange,
}: PreparePanelProps) { }: PreparePanelProps) {
const router = useRouter(); const router = useRouter();
const [recipients, setRecipients] = useState(defaultEmail ?? ''); const [recipients, setRecipients] = useState(defaultEmail ?? '');
@@ -56,6 +63,32 @@ export function PreparePanel({
const [previewBytes, setPreviewBytes] = useState<ArrayBuffer | null>(null); const [previewBytes, setPreviewBytes] = useState<ArrayBuffer | null>(null);
const [showPreview, setShowPreview] = useState(false); const [showPreview, setShowPreview] = useState(false);
// Signer list local state
const [signerInput, setSignerInput] = useState('');
const [signerInputError, setSignerInputError] = useState<string | null>(null);
function handleAddSigner() {
const email = signerInput.trim().toLowerCase();
if (!email || !isValidEmail(email)) {
setSignerInputError('invalid');
return;
}
if (signers.some(s => s.email === email)) {
setSignerInputError('duplicate');
return;
}
const color = SIGNER_COLORS[signers.length % SIGNER_COLORS.length];
onSignersChange?.([...signers, { email, color }]);
setSignerInput('');
setSignerInputError(null);
}
function handleRemoveSigner(email: string) {
onSignersChange?.(signers.filter(s => s.email !== email));
// Clear validation state since signer count changed
onUnassignedFieldIdsChange?.(new Set());
}
if (currentStatus === 'Signed') { if (currentStatus === 'Signed') {
return ( return (
<div style={{ borderRadius: '0.5rem', border: '1px solid #D1FAE5', padding: '1rem', backgroundColor: '#F0FDF4' }}> <div style={{ borderRadius: '0.5rem', border: '1px solid #D1FAE5', padding: '1rem', backgroundColor: '#F0FDF4' }}>
@@ -163,10 +196,32 @@ export function PreparePanel({
} }
try { try {
// Send-block validation: fetch current fields and check for unassigned client-visible fields
const fieldsRes = await fetch(`/api/documents/${docId}/fields`);
const allFields: SignatureFieldData[] = await fieldsRes.json();
const clientFields = allFields.filter(isClientVisibleField);
if (signers.length === 0 && clientFields.length > 0) {
setResult({ ok: false, message: 'Add at least one signer before sending.' });
setLoading(false);
return;
}
const unassigned = clientFields.filter((f: SignatureFieldData) => !f.signerEmail);
if (unassigned.length > 0 && signers.length > 0) {
onUnassignedFieldIdsChange?.(new Set(unassigned.map((f: SignatureFieldData) => f.id)));
setResult({ ok: false, message: `${unassigned.length} field(s) need a signer assigned before sending.` });
setLoading(false);
return;
}
// Clear any previous unassigned field highlights
onUnassignedFieldIdsChange?.(new Set());
const prepareRes = await fetch(`/api/documents/${docId}/prepare`, { const prepareRes = await fetch(`/api/documents/${docId}/prepare`, {
method: 'POST', method: 'POST',
headers: { 'Content-Type': 'application/json' }, headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ textFillData, emailAddresses }), body: JSON.stringify({ textFillData, emailAddresses, signers }),
}); });
if (!prepareRes.ok) { if (!prepareRes.ok) {
const err = await prepareRes.json().catch(() => ({ error: 'Unknown error' })); const err = await prepareRes.json().catch(() => ({ error: 'Unknown error' }));
@@ -252,6 +307,52 @@ export function PreparePanel({
)} )}
</div> </div>
{/* Signer list section — D-02, D-03 */}
<div>
<label className="block text-sm font-medium text-gray-700 mb-1">Signers</label>
<div className="flex gap-2">
<input
type="email"
value={signerInput}
onChange={(e) => { setSignerInput(e.target.value); setSignerInputError(null); }}
onKeyDown={(e) => { if (e.key === 'Enter') { e.preventDefault(); handleAddSigner(); } }}
placeholder="signer@example.com"
className={`flex-1 border rounded-md px-2 py-1.5 text-sm ${signerInputError ? 'border-red-400' : 'border-gray-300'}`}
/>
<button
type="button"
onClick={handleAddSigner}
disabled={signerInput.trim() === ''}
className="bg-gray-700 text-white px-3 py-1.5 rounded-md text-sm font-medium hover:bg-gray-800 disabled:opacity-50 disabled:cursor-not-allowed"
>
Add Signer
</button>
</div>
<p className="text-xs text-gray-400 mt-1">Each signer receives their own signing link.</p>
{signerInputError === 'duplicate' && (
<p className="text-sm text-red-600 mt-1">That email is already in the signer list.</p>
)}
{signers.length === 0 ? (
<p className="text-sm text-gray-400 italic mt-2">No signers added yet.</p>
) : (
<div className="space-y-1.5 mt-2">
{signers.map(signer => (
<div key={signer.email} className="flex items-center gap-2 bg-white border border-gray-200 rounded-md py-1 px-2">
<span className="w-2 h-2 rounded-full flex-shrink-0" style={{ backgroundColor: signer.color }} />
<span className="flex-1 text-sm text-gray-700 truncate">{signer.email}</span>
<button
type="button"
onClick={() => handleRemoveSigner(signer.email)}
className="w-8 h-8 flex items-center justify-center text-gray-400 hover:text-red-600 cursor-pointer"
style={{ background: 'none', border: 'none', fontSize: '16px', lineHeight: 1 }}
aria-label={`Remove signer ${signer.email}`}
>&#xd7;</button>
</div>
))}
</div>
)}
</div>
<button <button
onClick={handleAiAutoPlaceClick} onClick={handleAiAutoPlaceClick}
disabled={aiLoading || loading} disabled={aiLoading || loading}