[PR #1792] [MERGED] feat: implement auto-save functionality for signers in document edit form #1850

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opened 2026-02-26 20:31:20 +03:00 by kerem · 0 comments
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📋 Pull Request Information

Original PR: https://github.com/documenso/documenso/pull/1792
Author: @catalinpit
Created: 5/13/2025
Status: Merged
Merged: 9/2/2025
Merged by: @Mythie

Base: mainHead: feat/save-on-blur


📝 Commits (10+)

  • acd4791 feat: implement auto-save functionality for signers in document edit form
  • dc6ca8d feat: enhance signers form with validation and improved user feedback
  • 37bce91 feat: update signers form to trigger validation on changes and improve state management
  • 6c49f40 Merge remote-tracking branch 'origin/main' into feat/save-on-blur
  • a67710c fix: enforce auto-save functionality and improve form validation on blur in AddSignersFormPartial
  • 8acc493 chore: auto-save hook
  • c7c7292 fix: update key prop in AddSignersFormPartial and implement auto-save hook
  • 6a20e23 feat: implement auto-save functionality in document edit forms
  • b576c17 fix: enhance auto-save functionality and form validation on blur in AddSubjectFormPartial
  • f97f61f chore: rename handleOnBlur to handleAutoSave

📊 Changes

22 files changed (+2477 additions, -215 deletions)

View changed files

📝 apps/remix/app/components/general/document/document-edit-form.tsx (+153 -59)
📝 apps/remix/app/components/general/template/template-edit-form.tsx (+98 -39)
📝 apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates._index.tsx (+1 -1)
packages/app-tests/e2e/document-flow/autosave-fields-step.spec.ts (+293 -0)
packages/app-tests/e2e/document-flow/autosave-settings-step.spec.ts (+243 -0)
packages/app-tests/e2e/document-flow/autosave-signers-step.spec.ts (+168 -0)
packages/app-tests/e2e/document-flow/autosave-subject-step.spec.ts (+200 -0)
📝 packages/app-tests/e2e/document-flow/stepper-component.spec.ts (+3 -3)
packages/app-tests/e2e/templates-flow/template-autosave-fields-step.spec.ts (+304 -0)
packages/app-tests/e2e/templates-flow/template-autosave-settings-step.spec.ts (+244 -0)
packages/app-tests/e2e/templates-flow/template-autosave-signers-step.spec.ts (+174 -0)
📝 packages/app-tests/playwright.config.ts (+1 -1)
packages/lib/client-only/hooks/use-autosave.ts (+31 -0)
📝 packages/lib/server-only/recipient/get-recipients-for-template.ts (+8 -15)
📝 packages/ui/primitives/document-flow/add-fields.tsx (+41 -5)
📝 packages/ui/primitives/document-flow/add-settings.tsx (+61 -9)
📝 packages/ui/primitives/document-flow/add-signers.tsx (+138 -32)
📝 packages/ui/primitives/document-flow/add-subject.tsx (+36 -1)
📝 packages/ui/primitives/document-flow/field-item-advanced-settings.tsx (+34 -2)
📝 packages/ui/primitives/template-flow/add-template-fields.tsx (+63 -8)

...and 2 more files

📄 Description

This PR introduces auto-saving for the document-flow. It automatically saves all the steps:

  • 1st step - document settings
  • 2nd step - add signers
  • 3rd step - add fields
  • 4th step - distribution settings

Document Autosave Example

https://youtu.be/IaXHFga7mMY

Template Autosave Example

https://youtu.be/njdFmr7Gg0o


🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/documenso/documenso/pull/1792 **Author:** [@catalinpit](https://github.com/catalinpit) **Created:** 5/13/2025 **Status:** ✅ Merged **Merged:** 9/2/2025 **Merged by:** [@Mythie](https://github.com/Mythie) **Base:** `main` ← **Head:** `feat/save-on-blur` --- ### 📝 Commits (10+) - [`acd4791`](https://github.com/documenso/documenso/commit/acd4791c8900716c761d45ff3349825a6bacf13b) feat: implement auto-save functionality for signers in document edit form - [`dc6ca8d`](https://github.com/documenso/documenso/commit/dc6ca8d01b7f40baa803b7be8d2c2c38dfa8528e) feat: enhance signers form with validation and improved user feedback - [`37bce91`](https://github.com/documenso/documenso/commit/37bce913119e305ca4a43ff14c47602c90e7d97e) feat: update signers form to trigger validation on changes and improve state management - [`6c49f40`](https://github.com/documenso/documenso/commit/6c49f408706ccf6caf40530d2d9c24b9ee2ef20c) Merge remote-tracking branch 'origin/main' into feat/save-on-blur - [`a67710c`](https://github.com/documenso/documenso/commit/a67710c054b91afb0f72aafc277cbe9c29ba1d94) fix: enforce auto-save functionality and improve form validation on blur in AddSignersFormPartial - [`8acc493`](https://github.com/documenso/documenso/commit/8acc49384485d71bb3defa070c77467b3e36b030) chore: auto-save hook - [`c7c7292`](https://github.com/documenso/documenso/commit/c7c7292fb85724288f363d6f82a945f23a640f63) fix: update key prop in AddSignersFormPartial and implement auto-save hook - [`6a20e23`](https://github.com/documenso/documenso/commit/6a20e239e7429d603b9798e9cdafc3ff0e456291) feat: implement auto-save functionality in document edit forms - [`b576c17`](https://github.com/documenso/documenso/commit/b576c17cfccc0fa9f6fdebd38b42822d27482228) fix: enhance auto-save functionality and form validation on blur in AddSubjectFormPartial - [`f97f61f`](https://github.com/documenso/documenso/commit/f97f61f02b1d879bec3a3107c89d82a37c71cde2) chore: rename handleOnBlur to handleAutoSave ### 📊 Changes **22 files changed** (+2477 additions, -215 deletions) <details> <summary>View changed files</summary> 📝 `apps/remix/app/components/general/document/document-edit-form.tsx` (+153 -59) 📝 `apps/remix/app/components/general/template/template-edit-form.tsx` (+98 -39) 📝 `apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates._index.tsx` (+1 -1) ➕ `packages/app-tests/e2e/document-flow/autosave-fields-step.spec.ts` (+293 -0) ➕ `packages/app-tests/e2e/document-flow/autosave-settings-step.spec.ts` (+243 -0) ➕ `packages/app-tests/e2e/document-flow/autosave-signers-step.spec.ts` (+168 -0) ➕ `packages/app-tests/e2e/document-flow/autosave-subject-step.spec.ts` (+200 -0) 📝 `packages/app-tests/e2e/document-flow/stepper-component.spec.ts` (+3 -3) ➕ `packages/app-tests/e2e/templates-flow/template-autosave-fields-step.spec.ts` (+304 -0) ➕ `packages/app-tests/e2e/templates-flow/template-autosave-settings-step.spec.ts` (+244 -0) ➕ `packages/app-tests/e2e/templates-flow/template-autosave-signers-step.spec.ts` (+174 -0) 📝 `packages/app-tests/playwright.config.ts` (+1 -1) ➕ `packages/lib/client-only/hooks/use-autosave.ts` (+31 -0) 📝 `packages/lib/server-only/recipient/get-recipients-for-template.ts` (+8 -15) 📝 `packages/ui/primitives/document-flow/add-fields.tsx` (+41 -5) 📝 `packages/ui/primitives/document-flow/add-settings.tsx` (+61 -9) 📝 `packages/ui/primitives/document-flow/add-signers.tsx` (+138 -32) 📝 `packages/ui/primitives/document-flow/add-subject.tsx` (+36 -1) 📝 `packages/ui/primitives/document-flow/field-item-advanced-settings.tsx` (+34 -2) 📝 `packages/ui/primitives/template-flow/add-template-fields.tsx` (+63 -8) _...and 2 more files_ </details> ### 📄 Description This PR introduces auto-saving for the document-flow. It automatically saves all the steps: * 1st step - document settings * 2nd step - add signers * 3rd step - add fields * 4th step - distribution settings # Document Autosave Example https://youtu.be/IaXHFga7mMY # Template Autosave Example https://youtu.be/njdFmr7Gg0o --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
kerem 2026-02-26 20:31:20 +03:00
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starred/documenso#1850
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