@verdocs/web-sdk 1.10.1 → 1.10.3

package/dist/collection/components/templates/verdocs-template-recipients/verdocs-template-recipients.js

@@ -1,16 +1,13 @@
 import interact from 'interactjs';
 import { VerdocsEndpoint } from '@verdocs/js-sdk';
 import { getRGBA } from '@verdocs/js-sdk/Utils/Colors';
+import { createRole, updateRole } from '@verdocs/js-sdk/Templates/Roles';
 import { TemplateSenderTypes } from '@verdocs/js-sdk/Templates/Types';
-import { h, Fragment } from '@stencil/core';
-import { getRoleIndex } from '../../../utils/utils';
+import { h, Fragment, Host } from '@stencil/core';
+import TemplateStore from '../../../utils/templateStore';
 import { loadTemplate } from '../../../utils/Templates';
+import { getRoleIndex } from '../../../utils/utils';
 import { SDKError } from '../../../utils/errors';
-const arrayMove = (arr, fromIndex, toIndex) => {
-  const newArr = [...arr];
-  newArr.splice(toIndex, 0, newArr.splice(fromIndex, 1)[0]);
-  return newArr;
-};
 const senderLabels = {
   [TemplateSenderTypes.EVERYONE]: 'Everyone',
   [TemplateSenderTypes.EVERYONE_AS_CREATOR]: 'Everyone as Me',
@@ -18,28 +15,26 @@ const senderLabels = {
   [TemplateSenderTypes.ORGANIZATION_MEMBER_AS_CREATOR]: 'Organization Member as Me',
   [TemplateSenderTypes.CREATOR]: 'Me',
 };
-const settingsIcon = '<svg xmlns="http://www.w3.org/2000/svg" height="20" width="20"><path d="m8.021 17.917-.313-2.5q-.27-.125-.625-.334-.354-.208-.625-.395l-2.312.979-1.979-3.438 1.979-1.5q-.021-.167-.031-.364-.011-.198-.011-.365 0-.146.011-.344.01-.198.031-.385l-1.979-1.5 1.979-3.417 2.312.958q.271-.187.615-.385t.635-.344l.313-2.5h3.958l.313 2.5q.312.167.625.344.312.177.604.385l2.333-.958 1.979 3.417-1.979 1.521q.021.187.021.364V10q0 .146-.01.333-.011.188-.011.396l1.958 1.5-1.979 3.438-2.312-.979q-.292.208-.615.395-.323.188-.614.334l-.313 2.5Zm1.937-5.355q1.063 0 1.813-.75t.75-1.812q0-1.062-.75-1.812t-1.813-.75q-1.041 0-1.802.75-.76.75-.76 1.812t.76 1.812q.761.75 1.802.75Zm0-1.333q-.5 0-.864-.364-.365-.365-.365-.865t.365-.865q.364-.364.864-.364t.865.364q.365.365.365.865t-.365.865q-.365.364-.865.364ZM10.021 10Zm-.854 6.583h1.666l.25-2.187q.605-.167 1.136-.49.531-.323 1.031-.802l2.021.875.854-1.375-1.792-1.354q.105-.333.136-.635.031-.303.031-.615 0-.292-.031-.573-.031-.281-.115-.635l1.792-1.396-.834-1.375-2.062.875q-.438-.438-1.021-.781-.583-.344-1.125-.49l-.271-2.208H9.167l-.271 2.208q-.584.146-1.125.458-.542.313-1.042.792l-2.021-.854-.833 1.375 1.75 1.354q-.083.333-.125.646-.042.312-.042.604t.042.594q.042.302.125.635l-1.75 1.375.833 1.375 2.021-.854q.479.458 1.021.771.542.312 1.146.479Z"/></svg>';
-const startIcon = '<svg focusable="false" aria-hidden="true" viewBox="0 0 24 24" tabindex="-1"><path d="M2 12C2 6.48 6.48 2 12 2s10 4.48 10 10-4.48 10-10 10S2 17.52 2 12zm10 6c3.31 0 6-2.69 6-6s-2.69-6-6-6-6 2.69-6 6 2.69 6 6 6z"></path></svg>';
-const stepIcon = '<svg focusable="false" aria-hidden="true" viewBox="0 0 24 24" tabindex="-1"><path d="M12 2C8.13 2 5 5.13 5 9c0 5.25 7 13 7 13s7-7.75 7-13c0-3.87-3.13-7-7-7zm0 9.5c-1.38 0-2.5-1.12-2.5-2.5s1.12-2.5 2.5-2.5 2.5 1.12 2.5 2.5-1.12 2.5-2.5 2.5z"></path></svg>';
-const doneIcon = '<svg focusable="false" aria-hidden="true" viewBox="0 0 24 24" tabindex="-1"><path d="m18 7-1.41-1.41-6.34 6.34 1.41 1.41L18 7zm4.24-1.41L11.66 16.17 7.48 12l-1.41 1.41L11.66 19l12-12-1.42-1.41zM.41 13.41 6 19l1.41-1.41L1.83 12 .41 13.41z"></path></svg>';
+const settingsIcon = '<svg xmlns="http://www.w3.org/2000/svg" height="20" width="20" fill="#00000089"><path d="m8.021 17.917-.313-2.5q-.27-.125-.625-.334-.354-.208-.625-.395l-2.312.979-1.979-3.438 1.979-1.5q-.021-.167-.031-.364-.011-.198-.011-.365 0-.146.011-.344.01-.198.031-.385l-1.979-1.5 1.979-3.417 2.312.958q.271-.187.615-.385t.635-.344l.313-2.5h3.958l.313 2.5q.312.167.625.344.312.177.604.385l2.333-.958 1.979 3.417-1.979 1.521q.021.187.021.364V10q0 .146-.01.333-.011.188-.011.396l1.958 1.5-1.979 3.438-2.312-.979q-.292.208-.615.395-.323.188-.614.334l-.313 2.5Zm1.937-5.355q1.063 0 1.813-.75t.75-1.812q0-1.062-.75-1.812t-1.813-.75q-1.041 0-1.802.75-.76.75-.76 1.812t.76 1.812q.761.75 1.802.75Zm0-1.333q-.5 0-.864-.364-.365-.365-.365-.865t.365-.865q.364-.364.864-.364t.865.364q.365.365.365.865t-.365.865q-.365.364-.865.364ZM10.021 10Zm-.854 6.583h1.666l.25-2.187q.605-.167 1.136-.49.531-.323 1.031-.802l2.021.875.854-1.375-1.792-1.354q.105-.333.136-.635.031-.303.031-.615 0-.292-.031-.573-.031-.281-.115-.635l1.792-1.396-.834-1.375-2.062.875q-.438-.438-1.021-.781-.583-.344-1.125-.49l-.271-2.208H9.167l-.271 2.208q-.584.146-1.125.458-.542.313-1.042.792l-2.021-.854-.833 1.375 1.75 1.354q-.083.333-.125.646-.042.312-.042.604t.042.594q.042.302.125.635l-1.75 1.375.833 1.375 2.021-.854q.479.458 1.021.771.542.312 1.146.479Z"/></svg>';
+const startIcon = '<svg focusable="false" aria-hidden="true" viewBox="0 0 24 24" fill="#00000089"><path d="M2 12C2 6.48 6.48 2 12 2s10 4.48 10 10-4.48 10-10 10S2 17.52 2 12zm10 6c3.31 0 6-2.69 6-6s-2.69-6-6-6-6 2.69-6 6 2.69 6 6 6z"></path></svg>';
+const stepIcon = '<svg focusable="false" aria-hidden="true" viewBox="0 0 24 24" fill="#00000089"><path d="M12 2C8.13 2 5 5.13 5 9c0 5.25 7 13 7 13s7-7.75 7-13c0-3.87-3.13-7-7-7zm0 9.5c-1.38 0-2.5-1.12-2.5-2.5s1.12-2.5 2.5-2.5 2.5 1.12 2.5 2.5-1.12 2.5-2.5 2.5z"></path></svg>';
+const doneIcon = '<svg focusable="false" aria-hidden="true" viewBox="0 0 24 24" fill="#00000089"><path d="m18 7-1.41-1.41-6.34 6.34 1.41 1.41L18 7zm4.24-1.41L11.66 16.17 7.48 12l-1.41 1.41L11.66 19l12-12-1.42-1.41zM.41 13.41 6 19l1.41-1.41L1.83 12 .41 13.41z"></path></svg>';
+const plusIcon = `<svg xmlns="http://www.w3.org/2000/svg" fill="#ffffff" viewBox="0 0 24 24" strokeWidth={1.5} stroke="currentColor"><path strokeLinecap="round" strokeLinejoin="round" d="M12 9v6m3-3H9m12 0a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>`;
+const iconSigner = '<svg xmlns="http://www.w3.org/2000/svg" height="24" width="24"><path d="m9.225 21.225 4.65-4.65h8.45v4.65Zm-5.35-2.2H5.05l8.5-8.5-1.175-1.175-8.5 8.5Zm14.25-9.95L13.8 4.8l1.325-1.325q.625-.65 1.525-.663.9-.012 1.6.663l1.225 1.175q.675.675.663 1.562-.013.888-.663 1.513ZM16.7 10.55 6 21.225H1.675V16.9L12.35 6.225Zm-3.725-.625-.6-.575 1.175 1.175Z"/></svg>';
+const iconApprover = `<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor"><path fill-rule="evenodd" d="M2.25 12c0-5.385 4.365-9.75 9.75-9.75s9.75 4.365 9.75 9.75-4.365 9.75-9.75 9.75S2.25 17.385 2.25 12zm13.36-1.814a.75.75 0 10-1.22-.872l-3.236 4.53L9.53 12.22a.75.75 0 00-1.06 1.06l2.25 2.25a.75.75 0 001.14-.094l3.75-5.25z" clip-rule="evenodd" /></svg>`;
+const iconCC = `<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor"><path d="M1.5 8.67v8.58a3 3 0 003 3h15a3 3 0 003-3V8.67l-8.928 5.493a3 3 0 01-3.144 0L1.5 8.67z" /><path d="M22.5 6.908V6.75a3 3 0 00-3-3h-15a3 3 0 00-3 3v.158l9.714 5.978a1.5 1.5 0 001.572 0L22.5 6.908z" /></svg>`;
 /**
- * Displays a contact picker suitable for filling out Recipient objects when sending Documents.
- *
- * This picker can also be integrated with a backend to provide contact list / suggestion / address-book style behavior. As the
- * user interacts with the component, the text entered in the name field is sent back to the parent via the `searchContacts` event.
- * The parent can use that text as a query string to call a backend to obtain appropriate contacts to show. This list may also be
- * hard-coded ahead of time to provide the user with smart suggestions on initial display, such as "Recently Used" contacts, or
- * to always display the user's own contact record.
+ * Displays an edit form that allows the user to adjust a template's recipients and workflow.
  */
 export class VerdocsTemplateRecipients {
   constructor() {
     this.sequences = [];
-    this.rolesAtSequence = {};
-    this.orderedRoles = [];
     this.endpoint = VerdocsEndpoint.getDefault();
     this.templateId = '';
+    this.showingRoleDialog = null;
     this.showingSenderDialog = false;
     this.sender = null;
+    this.forceRerender = 1;
   }
   async componentWillLoad() {
     var _a, _b, _c, _d, _e, _f;
@@ -61,140 +56,91 @@ export class VerdocsTemplateRecipients {
         console.log('[RECIPIENTS] Error loading template', e);
         (_a = this.sdkError) === null || _a === void 0 ? void 0 : _a.emit(new SDKError(e.message, (_b = e.response) === null || _b === void 0 ? void 0 : _b.status, (_c = e.response) === null || _c === void 0 ? void 0 : _c.data));
       }
+      this.sortTemplateRoles();
+      this.renumberTemplateRoles();
     }
     catch (e) {
       console.log('[FIELDS] Error with preview session', e);
       (_d = this.sdkError) === null || _d === void 0 ? void 0 : _d.emit(new SDKError(e.message, (_e = e.response) === null || _e === void 0 ? void 0 : _e.status, (_f = e.response) === null || _f === void 0 ? void 0 : _f.data));
     }
   }
-  // this.orderedRoles = [
-  //   {
-  //     order: 0,
-  //     template_id: '951016b0-c5ef-450d-b628-9a0c5b84b163',
-  //     name: 'Seller 1',
-  //     full_name: '',
-  //     email: '',
-  //     type: 'signer',
-  //     sequence: 1,
-  //     fields: [],
-  //     delegator: false,
-  //     phone: '',
-  //   },
-  //   {
-  //     order: 1,
-  //     template_id: '951016b0-c5ef-450d-b628-9a0c5b84b163',
-  //     name: 'Seller 2',
-  //     full_name: '',
-  //     email: '',
-  //     type: 'signer',
-  //     sequence: 1,
-  //     fields: [],
-  //     delegator: false,
-  //     phone: '',
-  //   },
-  //   {
-  //     order: 2,
-  //     template_id: '951016b0-c5ef-450d-b628-9a0c5b84b163',
-  //     name: 'Buyer 1',
-  //     full_name: '',
-  //     email: '',
-  //     type: 'signer',
-  //     sequence: 2,
-  //     fields: [],
-  //     delegator: false,
-  //     phone: '',
-  //   },
-  //   {
-  //     order: 3,
-  //     template_id: '951016b0-c5ef-450d-b628-9a0c5b84b163',
-  //     name: 'Buyer 2',
-  //     full_name: '',
-  //     email: '',
-  //     type: 'signer',
-  //     sequence: 2,
-  //     fields: [],
-  //     delegator: false,
-  //     phone: '',
-  //   },
-  // ];
-  //
-  // this.computeRolesBySequence();
   componentDidRender() {
     interact.dynamicDrop(true);
     interact('.recipient').draggable({
       listeners: {
-        start(event) {
-          console.log('drag start', event.type, event.target);
-        },
-        move(event) {
-          const oldX = +(event.target.getAttribute('posX') || 0);
-          const oldY = +(event.target.getAttribute('posY') || 0);
-          const newX = event.dx + oldX;
-          const newY = event.dy + oldY;
-          event.target.setAttribute('posX', newX);
-          event.target.setAttribute('posy', newY);
-          event.target.style.transform = `translate(${newX}px, ${newY}px)`;
-        },
-        end(event) {
-          console.log('end', event);
-          event.target.setAttribute('posX', 0);
-          event.target.setAttribute('posy', 0);
-          event.target.style.transform = `translate(0px, 0px)`;
-        },
+        start: function handleStart(e) {
+          e.target.classList.add('dragging');
+          this.el.classList.add('dragging');
+        }.bind(this),
+        move: function handleMove(e) {
+          const oldX = +(e.target.getAttribute('posX') || 0);
+          const oldY = +(e.target.getAttribute('posY') || 0);
+          const newX = e.dx + oldX;
+          const newY = e.dy + oldY;
+          e.target.setAttribute('posX', newX);
+          e.target.setAttribute('posy', newY);
+          e.target.style.transform = `translate(${newX + 100}px, ${newY - 40}px)`;
+        }.bind(this),
+        end: function handleEnd(e) {
+          e.target.classList.remove('dragging');
+          this.el.classList.remove('dragging');
+          // console.log('end', event);
+          e.target.setAttribute('posX', 0);
+          e.target.setAttribute('posy', 0);
+          e.target.style.transform = `translate(0px, 0px)`;
+        }.bind(this),
       },
     });
     interact('.dropzone').dropzone({
       overlap: 0.05,
-      ondrop: event => {
+      ondrop: function handleDrop(event) {
         event.target.classList.remove('active');
-        console.log(event.relatedTarget.id + ' was dropped into ' + event.target.id);
+        // target will be the recipient e.g. <div class="recipient" data-rolename="Buyer" />
+        // relatedTarget will be the drop zone, e.g. <div class="dropzone" data-order="2" data-sequence="1" />
+        // console.log(event.relatedTarget, ' was dropped into ', event.target);
+        // We don't use the role's own order, we rely on the fact that we sorted earlier on the order field. Many legacy
+        // records don't have order fields yet - they're all 1. That doesn't hurt the sort but it would hurt us here if it
+        // went 1..1..1 instead of 1..2..3. By using half values here it's easier to handle the drop event later. We don't
+        // need to do a fancy find/arraymove dance. We just set the dropped element to the half value, sort the result,
+        // then do a final renumber. It's not expensive to do because most flows are typically a small handful (e.g. 1-4)
+        // recipients. They never have hundreds.
         const roleName = event.relatedTarget.dataset.rolename;
-        const targetOrder = +event.target.dataset.order;
         const targetSequence = +event.target.dataset.sequence;
-        // const roleIndex = this.orderedRoles.findIndex(role => role.name === roleToMove);
-        const roleIndex = this.orderedRoles.findIndex(role => role.name === roleName);
-        if (roleIndex !== -1) {
-          console.log('Will move', { roleName, targetOrder, targetSequence, roleIndex });
-          const role = this.orderedRoles[roleIndex];
-          role.sequence = targetSequence;
-          console.log('before', JSON.parse(JSON.stringify(this.orderedRoles)));
-          this.orderedRoles = arrayMove(this.orderedRoles, roleIndex, targetOrder);
-          this.orderedRoles.forEach((role, index) => {
-            role.order = index;
-          });
-          console.log('after', JSON.parse(JSON.stringify(this.orderedRoles)));
-          this.computeRolesBySequence();
+        const targetOrder = +event.target.dataset.order;
+        const changingRole = TemplateStore.template.roles.find(role => role.name === roleName);
+        if (changingRole) {
+          // To handle the renumbering, we update the role being moved to the new values, which will be some half-interval e.g.
+          // sequence 1.5 order 1. Then we
+          changingRole.sequence = targetSequence;
+          changingRole.order = targetOrder;
+          this.sortTemplateRoles();
+          this.renumberTemplateRoles();
+          this.forceRerender++;
+          // We have to update ALL the roles to be sure each gets new proper sequence/order numbers assigned.
+          // TODO: We could optimize this by tracking "dirty" states and only update the roles that have changed. But it's a LOT more
+          //  code to do right, and since most workflows will typically only have 2-4 recipients max, it may not be worth it.
+          Promise.all(TemplateStore.template.roles.map(role => updateRole(this.endpoint, this.templateId, role.name, {
+            sequence: role.sequence,
+            order: role.order,
+          })))
+            .then(() => console.log('[RECIPIENTS] Updated roles'))
+            .catch(e => console.log('[RECIPIENTS] Role updates failed', e));
         }
-      },
+      }.bind(this),
       ondropactivate: e => {
-        // console.log('drop activated');
         e.target.classList.add('visible');
       },
       ondropdeactivate: e => {
         e.target.classList.remove('visible');
       },
       ondragenter: e => {
-        // console.log('drag enter', e);
         e.target.classList.add('active');
       },
       ondragleave: e => {
-        // console.log('drag leave', e);
         e.target.classList.remove('active');
       },
     });
   }
-  computeRolesBySequence() {
-    const rolesAtSequence = {};
-    this.orderedRoles.forEach(role => {
-      var _a;
-      rolesAtSequence[_a = role.sequence] || (rolesAtSequence[_a] = []);
-      rolesAtSequence[role.sequence].push(role);
-    });
-    this.rolesAtSequence = rolesAtSequence;
-    console.log('ras', this.rolesAtSequence);
-    this.sequences = Object.keys(rolesAtSequence).map(levelStr => +levelStr);
-    this.sequences.sort((a, b) => a - b);
-  }
   handleCancel(e) {
     var _a;
     e.stopPropagation();
@@ -203,17 +149,89 @@ export class VerdocsTemplateRecipients {
   handleSubmit(e) {
     e.stopPropagation();
   }
+  sortTemplateRoles() {
+    TemplateStore.template.roles.sort((a, b) => {
+      return a.sequence === b.sequence ? a.order - b.order : a.sequence - b.sequence;
+    });
+  }
+  extractSequenceNumbers() {
+    this.sequences = [];
+    TemplateStore.template.roles.forEach(role => {
+      if (!this.sequences.includes(role.sequence)) {
+        this.sequences.push(role.sequence);
+      }
+    });
+  }
+  renumberTemplateRoles() {
+    // Extract the sequence numbers because they may now be something like [2.5, 1, 2]
+    this.extractSequenceNumbers();
+    // We need to renumber each role only ONE TIME
+    const renumbered = [];
+    // If the user dragged an entry from below a row to above it, we end up here like [1,0]. Make sure it's [0,1] for the next operation.
+    this.sequences.sort((a, b) => a - b);
+    this.sequences.forEach((originalSequence, newSequenceIndex) => {
+      TemplateStore.template.roles
+        .filter(role => role.sequence === originalSequence)
+        .forEach((role, newOrderIndex) => {
+        if (!renumbered.includes(role.name)) {
+          role.sequence = newSequenceIndex + 1;
+          role.order = newOrderIndex + 1;
+          renumbered.push(role.name);
+        }
+      });
+    });
+    // Now re-extract them to get our final result e.g. [1, 2, 3]
+    this.extractSequenceNumbers();
+  }
+  handleAddRole(e, sequence) {
+    e.stopPropagation();
+    // We don't need to look for a unique order number because we're already working with a sorted/renumbered set by now.
+    const order = TemplateStore.template.roles.filter(role => role.sequence === sequence).length + 1;
+    // We do need to look for name conflicts because they're UGC and can be anything, regardless of order.
+    let name = '';
+    let nextNumber = TemplateStore.template.roles.length;
+    do {
+      nextNumber++;
+      name = `Recipient ${nextNumber}`;
+    } while (!name || TemplateStore.template.roles.some(role => role.name === name));
+    console.log('Will create', name, sequence, order);
+    createRole(this.endpoint, this.templateId, {
+      template_id: this.templateId,
+      name,
+      full_name: '',
+      email: '',
+      phone: '',
+      sequence,
+      order,
+      type: 'signer',
+      delegator: false,
+    })
+      .then(r => {
+      console.log('Created role', r);
+      TemplateStore.template.roles.push(r);
+      this.renumberTemplateRoles();
+      this.forceRerender++;
+    })
+      .catch(e => {
+      console.log('Error creating role', e);
+    });
+  }
   render() {
-    console.log('ordered roles', JSON.parse(JSON.stringify(this.orderedRoles)));
-    const roleNames = this.orderedRoles.map(role => role.name) || [];
-    let beforeOrder = 0;
-    return (h("form", { onSubmit: e => e.preventDefault(), onClick: e => e.stopPropagation(), autocomplete: "off" }, h("h5", null, "Participant Order"), h("div", { class: "participants" }, h("div", { class: "left-line" }), h("div", { class: "row" }, h("div", { class: "icon", innerHTML: startIcon }), h("div", { class: "sender" }, h("span", { class: "label" }, "Sender:"), " ", senderLabels[this.sender], ' ', h("div", { class: "settings-button", innerHTML: settingsIcon, onClick: () => (this.showingSenderDialog = true), "aria-role": "button" }))), this.sequences.map(sequence => (h("div", { class: "row" }, h("div", { class: "icon", innerHTML: stepIcon }), h("div", { class: "dropzone", "data-order": beforeOrder, "data-sequence": sequence }), this.rolesAtSequence[sequence].map(role => {
-      beforeOrder = role.order;
-      return (h(Fragment, null, h("div", { class: "recipient", style: { backgroundColor: getRGBA(getRoleIndex(roleNames, role.name)) }, "data-rolename": role.name }, role.name, " ", h("div", { class: "settings-button", innerHTML: settingsIcon, onClick: () => (this.showingSenderDialog = true), "aria-role": "button" })), h("div", { class: "dropzone", "data-order": beforeOrder, "data-sequence": sequence })));
-    })))), h("div", { class: "row" }, h("div", { class: "icon", innerHTML: doneIcon }), h("div", { class: "complete" }, "Document Complete"))), h("div", { class: "buttons" }, h("div", { class: "flex-fill" }), h("verdocs-button", { variant: "outline", label: "Cancel", size: "small", onClick: e => this.handleCancel(e) }), h("verdocs-button", { label: "OK", size: "small", onClick: e => this.handleSubmit(e) })), this.showingSenderDialog && (h("verdocs-template-sender-dialog", { value: this.sender, onCancel: () => (this.showingSenderDialog = false), onNext: e => {
-        this.showingSenderDialog = false;
-        this.sender = e.detail;
-      } }))));
+    // console.log('Roles', JSON.parse(JSON.stringify(TemplateStore.template.roles)));
+    const roleNames = TemplateStore.template.roles.map(role => role.name);
+    return (h(Host, null, h("form", { onSubmit: e => e.preventDefault(), onClick: e => e.stopPropagation(), autocomplete: "off", "data-r": this.forceRerender }, h("h5", null, "Recipients"), h("div", { class: "participants" }, h("div", { class: "left-line" }), h("div", { class: "row" }, h("div", { class: "icon", innerHTML: startIcon }), h("div", { class: "row-recipients" }, h("div", { class: "sender" }, h("span", { class: "label" }, "Sender:"), " ", senderLabels[TemplateStore.template.sender], ' ', h("div", { class: "settings-button", innerHTML: settingsIcon, onClick: () => (this.showingSenderDialog = true), "aria-role": "button" })))), h("div", { class: "row add-sequence", "data-sequence": 0 }, h("div", { class: "icon", innerHTML: plusIcon }), h("div", { class: "row-recipients" }, h("div", { class: "dropzone", "data-sequence": 0, "data-order": 1 }, "Add Step"))), this.sequences.map(sequence => (h(Fragment, null, h("div", { class: "row" }, h("div", { class: "icon", innerHTML: stepIcon }), h("div", { class: "row-recipients" }, h("div", { class: "dropzone", "data-order": 0.5, "data-sequence": sequence }), TemplateStore.template.roles
+      .filter(role => role.sequence === sequence)
+      .map(role => {
+      return (h(Fragment, null, h("div", { class: "recipient", style: { backgroundColor: getRGBA(getRoleIndex(roleNames, role.name)) }, "data-rolename": role.name }, h("span", { class: "type-icon", innerHTML: role.type === 'signer' ? iconSigner : role.type === 'cc' ? iconCC : iconApprover }), role.name, " ", h("div", { class: "settings-button", innerHTML: settingsIcon, onClick: () => (this.showingRoleDialog = role.name), "aria-role": "button" })), h("div", { class: "dropzone", "data-order": role.order + 0.5, "data-sequence": sequence })));
+    }), h("button", { class: "add-role", innerHTML: plusIcon, onClick: e => this.handleAddRole(e, sequence) }))), h("div", { class: "row add-sequence", "data-sequence": sequence }, h("div", { class: "row-recipients" }, h("div", { class: "icon", innerHTML: plusIcon }), h("div", { class: "dropzone", "data-sequence": sequence + 1, "data-order": 1 }, "Add Step")))))), h("div", { class: "row" }, h("div", { class: "icon", innerHTML: doneIcon }), h("div", { class: "row-recipients" }, h("div", { class: "complete" }, "Document Complete")))), h("div", { class: "buttons" }, h("div", { class: "flex-fill" }), h("verdocs-button", { variant: "outline", label: "Cancel", size: "small", onClick: e => this.handleCancel(e) }), h("verdocs-button", { label: "OK", size: "small", onClick: e => this.handleSubmit(e) }))), this.showingRoleDialog && (h("verdocs-template-role-properties", { endpoint: this.endpoint, templateId: this.templateId, roleName: this.showingRoleDialog, onClose: () => {
+        this.showingRoleDialog = null;
+        this.forceRerender++;
+      }, onDelete: e => {
+        console.log('deleted', e.detail);
+        this.renumberTemplateRoles();
+        this.showingRoleDialog = null;
+        this.forceRerender++;
+      } })), this.showingSenderDialog && h("verdocs-template-sender", { endpoint: this.endpoint, templateId: this.templateId, onClose: () => (this.showingSenderDialog = false) })));
   }
   static get is() { return "verdocs-template-recipients"; }
   static get originalStyleUrls() {
@@ -271,8 +289,10 @@ export class VerdocsTemplateRecipients {
   }
   static get states() {
     return {
+      "showingRoleDialog": {},
       "showingSenderDialog": {},
-      "sender": {}
+      "sender": {},
+      "forceRerender": {}
     };
   }
   static get events() {
@@ -313,4 +333,5 @@ export class VerdocsTemplateRecipients {
         }
       }];
   }
+  static get elementRef() { return "el"; }
 }

package/dist/collection/components/templates/verdocs-template-recipients/verdocs-template-recipients.stories.js

@@ -1,12 +1,13 @@
 import { html } from 'lit-html';
 export default {
-  title: 'Templates/Template Recipients',
+  title: 'Templates/Recipients',
   component: 'verdocs-template-recipients',
   args: {
-    templateId: '951016b0-c5ef-450d-b628-9a0c5b84b163',
+    templateId: '056b837f-b183-4039-b50a-d68acbf81b67',
+    // templateId: 'd2338742-f3a1-465b-8592-806587413cc1',
   },
   argTypes: {
-    cancel: { action: 'cancel' },
+    close: { action: 'cancel' },
   },
 };
-export const TemplateRecipients = ({ templateId, cancel }) => html `<verdocs-template-recipients .templateId=${templateId} @cancel=${cancel} />`;
+export const Recipients = ({ templateId, cancel }) => html `<verdocs-template-recipients .templateId=${templateId} @cancel=${cancel} />`;

package/dist/collection/components/templates/verdocs-template-reminders/verdocs-template-reminders.css

@@ -13,10 +13,17 @@ verdocs-template-reminders form {
   display: flex;
   flex-direction: column;
 }
+verdocs-template-reminders form h5 {
+  font-size: 16px;
+  font-weight: bold;
+  color: #4c56cb;
+  margin: 0 0 20px 0;
+}
 verdocs-template-reminders form label {
   font-size: 16px;
   font-weight: 500;
   margin: 0 0 6px 0;
+  color: #33364b;
 }
 verdocs-template-reminders form input {
   border: none;

package/dist/collection/components/templates/verdocs-template-reminders/verdocs-template-reminders.js

@@ -5,7 +5,7 @@ import TemplateStore from '../../../utils/templateStore';
 import { loadTemplate } from '../../../utils/Templates';
 import { SDKError } from '../../../utils/errors';
 /**
- * Displays a collection of settings boxes that allow a user to configure a template's behavior.
+ * Displays an edit form that allows the user to adjust a template's reminders.
  */
 export class VerdocsTemplateReminders {
   constructor() {
@@ -69,7 +69,7 @@ export class VerdocsTemplateReminders {
     if (!this.endpoint.session || !TemplateStore.template) {
       return h(Host, { class: "empty" });
     }
-    return (h(Host, null, h("form", { onSubmit: e => e.preventDefault(), onClick: e => e.stopPropagation(), autocomplete: "off" }, h("div", { class: "input-row" }, h("label", { htmlFor: "verdocs-send-reminders" }, "Send Automatic Reminders"), h("verdocs-checkbox", { id: "verdocs-send-reminders", name: "automatic-reminders", checked: this.sendReminders, value: "on", onInput: (e) => {
+    return (h(Host, null, h("form", { onSubmit: e => e.preventDefault(), onClick: e => e.stopPropagation(), autocomplete: "off" }, h("h5", null, "Reminders"), h("div", { class: "input-row" }, h("label", { htmlFor: "verdocs-send-reminders" }, "Send Automatic Reminders"), h("verdocs-checkbox", { id: "verdocs-send-reminders", name: "automatic-reminders", checked: this.sendReminders, value: "on", onInput: (e) => {
         this.showPlanBlocker = true;
         e.target.checked = false;
         // this.sendReminders = e.target.checked;

package/dist/collection/components/templates/verdocs-template-reminders/verdocs-template-reminders.stories.js

@@ -1,6 +1,6 @@
 import { html } from 'lit-html';
 export default {
-  title: 'Templates/Template Reminders',
+  title: 'Templates/Reminders',
   component: 'verdocs-template-reminders',
   args: {
     // templateId: '',
@@ -10,7 +10,7 @@ export default {
     onClose: { action: 'close' },
   },
 };
-export const TemplateReminders = ({ onClose, templateId }) => templateId
+export const Reminders = ({ onClose, templateId }) => templateId
   ? html `
         <div style="width: 360px; background: #ffffff; padding: 20px; box-sizing: border-box">
           <verdocs-template-reminders .templateId=${templateId} @close=${onClose} />

package/dist/collection/components/templates/verdocs-template-role-properties/verdocs-template-role-properties.css

@@ -0,0 +1,105 @@
+verdocs-template-role-properties {
+  font-family: "Barlow", sans-serif;
+  box-sizing: border-box;
+}
+verdocs-template-role-properties div {
+  box-sizing: border-box;
+}
+verdocs-template-role-properties .background-overlay {
+  position: absolute;
+  z-index: 10000;
+  top: 0;
+  left: 0;
+  right: 0;
+  bottom: 0;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  background: #0000007f;
+}
+verdocs-template-role-properties .dialog {
+  width: 340px;
+  display: flex;
+  flex-direction: column;
+  border-radius: 4px;
+  overflow: hidden;
+  background: #ffffff;
+  padding: 16px;
+  box-shadow: 3px 3px 5px 1px rgba(40, 40, 40, 0.4);
+}
+verdocs-template-role-properties .heading {
+  display: flex;
+  font-size: 20px;
+  font-weight: 500;
+  flex-direction: row;
+}
+verdocs-template-role-properties .buttons {
+  display: flex;
+  margin-top: 10px;
+  align-items: center;
+  flex-direction: row;
+  justify-content: flex-end;
+}
+verdocs-template-role-properties .buttons verdocs-button {
+  margin-left: 16px;
+}
+verdocs-template-role-properties form .row {
+  display: flex;
+  column-gap: 15px;
+  margin: 0 0 10px 0;
+  align-items: center;
+  flex-direction: row;
+}
+verdocs-template-role-properties form .row .input-label {
+  display: block;
+  color: #555570;
+  font-weight: 700;
+  font-size: 14px;
+  margin: 0 0 4px 0;
+  flex: 0 0 100px;
+}
+verdocs-template-role-properties verdocs-select-input {
+  flex: 1;
+  margin: 0;
+}
+verdocs-template-role-properties verdocs-text-input {
+  margin: 0 0 10px 0;
+}
+verdocs-template-role-properties verdocs-text-input label {
+  margin: 0;
+  display: flex;
+  column-gap: 15px;
+  align-items: center;
+  flex-direction: row;
+}
+verdocs-template-role-properties verdocs-text-input .input-label {
+  flex: 0 0 100px;
+}
+verdocs-template-role-properties verdocs-text-input input {
+  flex: 1;
+  display: flex;
+}
+verdocs-template-role-properties verdocs-text-input verdocs-text-input {
+  margin: 0;
+}
+verdocs-template-role-properties .checkbox-wrapper {
+  flex: 1;
+  display: flex;
+}
+verdocs-template-role-properties .delete-button {
+  height: 34px;
+  display: flex;
+  cursor: pointer;
+  background: none;
+  border-radius: 4px;
+  align-items: center;
+  border: 1px solid #999;
+  justify-content: center;
+}
+verdocs-template-role-properties .delete-button:active {
+  background: #f3f3f3;
+}
+verdocs-template-role-properties .delete-button svg {
+  width: 24px;
+  height: 24px;
+}