feat: add extra info for recipient roles #1105

catalinpit · 2024-04-16T08:01:41Z

Description

Add additional information for each role to help document owners understand what each role involves.

Changes Made

Testing Performed

Tested the changes locally.

Checklist

I have tested these changes locally and they work as expected.
I have added/updated tests that prove the effectiveness of these changes.
I have updated the documentation to reflect these changes, if applicable.
I have followed the project's coding style guidelines.
I have addressed the code review feedback from the previous submission, if applicable.

Summary by CodeRabbit

New Features
- Updated recipient role terminology and added tooltips in the AddSignersFormPartial component:
  - "Signer" changed to "Needs to sign" with tooltip
  - "Receives copy" changed to "Needs to approve" with tooltip
  - "Approver" changed to "Needs to view" with tooltip
  - "Viewer" changed to "Receives copy" with tooltip
- Enhanced select dropdown options with icons and tooltips for different recipient roles in the AddTemplatePlaceholderRecipients component.

coderabbitai · 2024-04-16T08:01:47Z

Walkthrough

The recent update across components in the UI involves refining recipient roles for clarity and user experience. The changes aim to provide more descriptive labels and tooltips to guide users effectively, enhancing the overall understanding of recipient responsibilities and actions within the application.

Changes

File Path	Change Summary
`.../ui/primitives/document-flow/...`	Redefined recipient roles in `AddSignersFormPartial` component: - "Signer" to "Needs to sign" with tooltip - "Receives copy" to "Needs to approve" with tooltip - "Approver" to "Needs to view" with tooltip - "Viewer" to "Receives copy" with tooltip
`.../ui/primitives/template-flow/...`	Updated select dropdown options with icons and tooltips for different recipient roles. Added imports for tooltip components and `InfoIcon` from external sources.

Recent Review Details

Configuration used: CodeRabbit UI

Commits

Files that changed from the base of the PR and between df3b73f and 5ffcdbc.

Files selected for processing (1)

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx (3 hunks)

Additional comments not posted (6)

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx (6)

7-7: Import of InfoIcon from 'lucide-react' is correctly added to support the new tooltip feature.

28-28: Import of Tooltip, TooltipContent, and TooltipTrigger from '../tooltip' is correctly added to support the new tooltip feature.

163-177: Updated dropdown options for the SIGNER role with corresponding icon and tooltip are correctly implemented. This enhances clarity and user understanding as per PR objectives.

181-197: Updated dropdown options for the APPROVER role with corresponding icon and tooltip are correctly implemented. This aligns with the PR's aim to make roles more intuitive.

201-217: Updated dropdown options for the VIEWER role with corresponding icon and tooltip are correctly implemented. This change is consistent with the PR's objectives to improve user comprehension of roles.

221-237: Updated dropdown options for the CC role with corresponding icon and tooltip are correctly implemented. This update enhances the clarity of recipient roles, aiding in better user understanding.

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vercel · 2024-04-16T08:01:50Z

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github-actions · 2024-04-16T08:03:18Z

🚨 @catalinpit has 4 pull requests awaiting review. Please consider reviewing them when possible. 🚨

catalinpit · 2024-04-17T10:03:22Z

Latest changes:

align icons
improve text for clarity

ElTimuro

Minor change for the texts:

"The recipient is required to sign the document for it to be completed."
same for all texts for the action items

github-actions · 2024-04-17T10:29:56Z

🚨 @catalinpit has 4 pull requests awaiting review. Please consider reviewing them when possible. 🚨

ElTimuro

looks good
added minor text addition

dguyen · 2024-04-17T11:24:18Z

Should probably add this in the templates flow as well

catalinpit · 2024-04-17T12:07:20Z

Should probably add this in the templates flow as well

Yup. Just wanted to make sure we're on the same page with the tooltips and text.

github-actions · 2024-04-17T12:16:34Z

🚨 @catalinpit has 4 pull requests awaiting review. Please consider reviewing them when possible. 🚨

dguyen

Cherio

feat: add extra info for recipient roles

a68d57f

chore: improve text

f57e31e

catalinpit added 2 commits April 17, 2024 13:04

chore: remove comment

a149e52

chore: remove comment

2a600ef

vercel bot deployed to Preview – stg-app April 17, 2024 10:12 View deployment

ElTimuro requested changes Apr 17, 2024

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Merge branch 'main' into feat/improve-recipient-role-naming

37ce907

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chore: update text

8c43269

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catalinpit marked this pull request as ready for review April 17, 2024 10:27

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chore: text

df3b73f

ElTimuro previously approved these changes Apr 17, 2024

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chore: update roles for document templates

5ffcdbc

catalinpit dismissed ElTimuro’s stale review via 5ffcdbc April 17, 2024 12:14

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dguyen approved these changes Apr 17, 2024

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dguyen merged commit 3d3c53d into main Apr 17, 2024
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dguyen deleted the feat/improve-recipient-role-naming branch April 17, 2024 12:36

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feat: add extra info for recipient roles #1105

feat: add extra info for recipient roles #1105

catalinpit commented Apr 16, 2024 •

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feat: add extra info for recipient roles #1105

feat: add extra info for recipient roles #1105

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catalinpit commented Apr 16, 2024 • edited by coderabbitai bot Loading

Description

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Testing Performed

Checklist

Summary by CodeRabbit

coderabbitai bot commented Apr 16, 2024 • edited Loading

Walkthrough

Changes

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catalinpit commented Apr 16, 2024 •

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