feat: add envelope editor

This commit is contained in:
David Nguyen
2025-10-12 23:35:54 +11:00
parent bf89bc781b
commit 0da8e7dbc6
307 changed files with 24657 additions and 3681 deletions

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import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
import { prefixedId } from '@documenso/lib/universal/id';
import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
import { prisma } from '@documenso/prisma';
import { authenticatedProcedure } from '../trpc';
import {
ZCreateEnvelopeItemsRequestSchema,
ZCreateEnvelopeItemsResponseSchema,
} from './create-envelope-items.types';
export const createEnvelopeItemsRoute = authenticatedProcedure
.input(ZCreateEnvelopeItemsRequestSchema)
.output(ZCreateEnvelopeItemsResponseSchema)
.mutation(async ({ input, ctx }) => {
const { user, teamId } = ctx;
const { envelopeId, items } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
// Todo: Envelopes - What to do about "normalizing"?
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'envelopeId',
id: envelopeId,
},
type: null,
userId: user.id,
teamId,
});
const envelope = await prisma.envelope.findUnique({
where: envelopeWhereInput,
include: {
recipients: true,
envelopeItems: {
orderBy: {
order: 'asc',
},
},
},
});
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Envelope not found',
});
}
if (!canEnvelopeItemsBeModified(envelope, envelope.recipients)) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Envelope item is not editable',
});
}
// Todo: Envelopes - Limit amount of items that can be created.
const foundDocumentData = await prisma.documentData.findMany({
where: {
id: {
in: items.map((item) => item.documentDataId),
},
},
select: {
envelopeItem: {
select: {
id: true,
},
},
},
});
// Check that all the document data was found.
if (foundDocumentData.length !== items.length) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document data not found',
});
}
// Check that it doesn't already have an envelope item.
if (foundDocumentData.some((documentData) => documentData.envelopeItem?.id)) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Document data not found',
});
}
const currentHighestOrderValue =
envelope.envelopeItems[envelope.envelopeItems.length - 1]?.order ?? 1;
const result = await prisma.envelopeItem.createManyAndReturn({
data: items.map((item, index) => ({
id: prefixedId('envelope_item'),
envelopeId,
title: item.title,
documentDataId: item.documentDataId,
order: currentHighestOrderValue + 1,
})),
include: {
documentData: true,
},
});
return {
createdEnvelopeItems: result,
};
});

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import { z } from 'zod';
import DocumentDataSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentDataSchema';
import EnvelopeItemSchema from '@documenso/prisma/generated/zod/modelSchema/EnvelopeItemSchema';
import { ZDocumentTitleSchema } from '../document-router/schema';
export const ZCreateEnvelopeItemsRequestSchema = z.object({
envelopeId: z.string(),
items: z
.object({
title: ZDocumentTitleSchema,
documentDataId: z.string(),
})
.array(),
});
export const ZCreateEnvelopeItemsResponseSchema = z.object({
createdEnvelopeItems: EnvelopeItemSchema.pick({
id: true,
title: true,
documentDataId: true,
envelopeId: true,
order: true,
})
.extend({
documentData: DocumentDataSchema.pick({
type: true,
id: true,
data: true,
initialData: true,
}),
})
.array(),
});
export type TCreateEnvelopeItemsRequest = z.infer<typeof ZCreateEnvelopeItemsRequestSchema>;
export type TCreateEnvelopeItemsResponse = z.infer<typeof ZCreateEnvelopeItemsResponseSchema>;

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import { getServerLimits } from '@documenso/ee/server-only/limits/server';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { createEnvelope } from '@documenso/lib/server-only/envelope/create-envelope';
import { authenticatedProcedure } from '../trpc';
import {
ZCreateEnvelopeRequestSchema,
ZCreateEnvelopeResponseSchema,
} from './create-envelope.types';
export const createEnvelopeRoute = authenticatedProcedure
.input(ZCreateEnvelopeRequestSchema) // Note: Before releasing this to public, update the response schema to be correct.
.output(ZCreateEnvelopeResponseSchema)
.mutation(async ({ input, ctx }) => {
const { user, teamId } = ctx;
const {
title,
type,
externalId,
visibility,
globalAccessAuth,
globalActionAuth,
recipients,
folderId,
items,
meta,
} = input;
ctx.logger.info({
input: {
folderId,
},
});
// Todo: Envelopes - Put the claims for number of items into this.
const { remaining } = await getServerLimits({ userId: user.id, teamId });
if (remaining.documents <= 0) {
throw new AppError(AppErrorCode.LIMIT_EXCEEDED, {
message: 'You have reached your document limit for this month. Please upgrade your plan.',
statusCode: 400,
});
}
const envelope = await createEnvelope({
userId: user.id,
teamId,
internalVersion: 2,
data: {
type,
title,
externalId,
visibility,
globalAccessAuth,
globalActionAuth,
recipients,
folderId,
envelopeItems: items,
},
meta,
normalizePdf: true,
requestMetadata: ctx.metadata,
});
return {
id: envelope.id,
};
});

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import { EnvelopeType } from '@prisma/client';
import { z } from 'zod';
import {
ZDocumentAccessAuthTypesSchema,
ZDocumentActionAuthTypesSchema,
} from '@documenso/lib/types/document-auth';
import { ZDocumentFormValuesSchema } from '@documenso/lib/types/document-form-values';
import { ZDocumentMetaCreateSchema } from '@documenso/lib/types/document-meta';
import {
ZDocumentExternalIdSchema,
ZDocumentTitleSchema,
ZDocumentVisibilitySchema,
} from '../document-router/schema';
import { ZCreateRecipientSchema } from '../recipient-router/schema';
// Currently not in use until we allow passthrough documents on create.
// export const createEnvelopeMeta: TrpcRouteMeta = {
// openapi: {
// method: 'POST',
// path: '/envelope/create',
// summary: 'Create envelope',
// tags: ['Envelope'],
// },
// };
export const ZCreateEnvelopeRequestSchema = z.object({
title: ZDocumentTitleSchema,
type: z.nativeEnum(EnvelopeType),
externalId: ZDocumentExternalIdSchema.optional(),
visibility: ZDocumentVisibilitySchema.optional(),
globalAccessAuth: z.array(ZDocumentAccessAuthTypesSchema).optional(),
globalActionAuth: z.array(ZDocumentActionAuthTypesSchema).optional(),
formValues: ZDocumentFormValuesSchema.optional(),
items: z
.object({
title: ZDocumentTitleSchema.optional(),
documentDataId: z.string(),
})
.array(),
folderId: z
.string()
.describe(
'The ID of the folder to create the document in. If not provided, the document will be created in the root folder.',
)
.optional(),
recipients: z
.array(
ZCreateRecipientSchema.extend({
// Todo: Envelopes ?
// fields: ZFieldAndMetaSchema.and(
// z.object({
// pageNumber: ZFieldPageNumberSchema,
// pageX: ZFieldPageXSchema,
// pageY: ZFieldPageYSchema,
// width: ZFieldWidthSchema,
// height: ZFieldHeightSchema,
// }),
// )
// .array()
// .optional(),
}),
)
.optional(),
meta: ZDocumentMetaCreateSchema.optional(),
});
export const ZCreateEnvelopeResponseSchema = z.object({
id: z.string(),
});
export type TCreateEnvelopeRequest = z.infer<typeof ZCreateEnvelopeRequestSchema>;
export type TCreateEnvelopeResponse = z.infer<typeof ZCreateEnvelopeResponseSchema>;

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import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
import { prisma } from '@documenso/prisma';
import { authenticatedProcedure } from '../trpc';
import {
ZDeleteEnvelopeItemRequestSchema,
ZDeleteEnvelopeItemResponseSchema,
} from './delete-envelope-item.types';
export const deleteEnvelopeItemRoute = authenticatedProcedure
.input(ZDeleteEnvelopeItemRequestSchema)
.output(ZDeleteEnvelopeItemResponseSchema)
.mutation(async ({ input, ctx }) => {
const { user, teamId } = ctx;
const { envelopeId, envelopeItemId } = input;
ctx.logger.info({
input: {
envelopeId,
envelopeItemId,
},
});
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'envelopeId',
id: envelopeId,
},
type: null,
userId: user.id,
teamId,
});
const envelope = await prisma.envelope.findUnique({
where: envelopeWhereInput,
include: {
recipients: true,
},
});
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Envelope not found',
});
}
if (!canEnvelopeItemsBeModified(envelope, envelope.recipients)) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Envelope item is not editable',
});
}
await prisma.envelopeItem.delete({
where: {
id: envelopeItemId,
envelopeId: envelope.id,
},
});
// Todo: Envelopes - Audit logs?
// Todo: Envelopes - Delete the document data as well?
});

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import { z } from 'zod';
export const ZDeleteEnvelopeItemRequestSchema = z.object({
envelopeId: z.string(),
envelopeItemId: z.string(),
});
export const ZDeleteEnvelopeItemResponseSchema = z.void();
export type TDeleteEnvelopeItemRequest = z.infer<typeof ZDeleteEnvelopeItemRequestSchema>;
export type TDeleteEnvelopeItemResponse = z.infer<typeof ZDeleteEnvelopeItemResponseSchema>;

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import { EnvelopeType } from '@prisma/client';
import { match } from 'ts-pattern';
import { deleteDocument } from '@documenso/lib/server-only/document/delete-document';
import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
import { authenticatedProcedure } from '../trpc';
import {
ZDeleteEnvelopeRequestSchema,
ZDeleteEnvelopeResponseSchema,
} from './delete-envelope.types';
export const deleteEnvelopeRoute = authenticatedProcedure
// .meta(deleteEnvelopeMeta)
.input(ZDeleteEnvelopeRequestSchema)
.output(ZDeleteEnvelopeResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId, envelopeType } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
await match(envelopeType)
.with(EnvelopeType.DOCUMENT, async () =>
deleteDocument({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
requestMetadata: ctx.metadata,
}),
)
.with(EnvelopeType.TEMPLATE, async () =>
deleteTemplate({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
}),
)
.exhaustive();
});

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import { EnvelopeType } from '@prisma/client';
import { z } from 'zod';
// export const deleteEnvelopeMeta: TrpcRouteMeta = {
// openapi: {
// method: 'POST',
// path: '/envelope/delete',
// summary: 'Delete envelope',
// tags: ['Envelope'],
// },
// };
export const ZDeleteEnvelopeRequestSchema = z.object({
envelopeId: z.string(),
envelopeType: z.nativeEnum(EnvelopeType),
});
export const ZDeleteEnvelopeResponseSchema = z.void();
export type TDeleteEnvelopeRequest = z.infer<typeof ZDeleteEnvelopeRequestSchema>;
export type TDeleteEnvelopeResponse = z.infer<typeof ZDeleteEnvelopeResponseSchema>;

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import { updateDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
import { sendDocument } from '@documenso/lib/server-only/document/send-document';
import { authenticatedProcedure } from '../trpc';
import {
ZDistributeEnvelopeRequestSchema,
ZDistributeEnvelopeResponseSchema,
} from './distribute-envelope.types';
export const distributeEnvelopeRoute = authenticatedProcedure
// .meta(distributeEnvelopeMeta)
.input(ZDistributeEnvelopeRequestSchema)
.output(ZDistributeEnvelopeResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId, meta = {} } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
if (Object.values(meta).length > 0) {
await updateDocumentMeta({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
subject: meta.subject,
message: meta.message,
dateFormat: meta.dateFormat,
timezone: meta.timezone,
redirectUrl: meta.redirectUrl,
distributionMethod: meta.distributionMethod,
emailSettings: meta.emailSettings,
language: meta.language,
emailId: meta.emailId,
emailReplyTo: meta.emailReplyTo,
requestMetadata: ctx.metadata,
});
}
await sendDocument({
userId: ctx.user.id,
id: {
type: 'envelopeId',
id: envelopeId,
},
teamId,
requestMetadata: ctx.metadata,
});
});

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import { z } from 'zod';
import { ZDocumentMetaUpdateSchema } from '@documenso/lib/types/document-meta';
// export const distributeEnvelopeMeta: TrpcRouteMeta = {
// openapi: {
// method: 'POST',
// path: '/envelope/distribute',
// summary: 'Distribute envelope',
// description: 'Send the document out to recipients based on your distribution method',
// tags: ['Envelope'],
// },
// };
export const ZDistributeEnvelopeRequestSchema = z.object({
envelopeId: z.string().describe('The ID of the envelope to send.'),
meta: ZDocumentMetaUpdateSchema.pick({
subject: true,
message: true,
timezone: true,
dateFormat: true,
distributionMethod: true,
redirectUrl: true,
language: true,
emailId: true,
emailReplyTo: true,
emailSettings: true,
}).optional(),
});
export const ZDistributeEnvelopeResponseSchema = z.void();
export type TDistributeEnvelopeRequest = z.infer<typeof ZDistributeEnvelopeRequestSchema>;
export type TDistributeEnvelopeResponse = z.infer<typeof ZDistributeEnvelopeResponseSchema>;

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import { duplicateEnvelope } from '@documenso/lib/server-only/envelope/duplicate-envelope';
import { authenticatedProcedure } from '../trpc';
import {
ZDuplicateEnvelopeRequestSchema,
ZDuplicateEnvelopeResponseSchema,
} from './duplicate-envelope.types';
export const duplicateEnvelopeRoute = authenticatedProcedure
.input(ZDuplicateEnvelopeRequestSchema)
.output(ZDuplicateEnvelopeResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
const duplicatedEnvelope = await duplicateEnvelope({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
});
return {
duplicatedEnvelopeId: duplicatedEnvelope.id,
};
});

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import { z } from 'zod';
export const ZDuplicateEnvelopeRequestSchema = z.object({
envelopeId: z.string(),
});
export const ZDuplicateEnvelopeResponseSchema = z.object({
duplicatedEnvelopeId: z.string(),
});
export type TDuplicateEnvelopeRequest = z.infer<typeof ZDuplicateEnvelopeRequestSchema>;
export type TDuplicateEnvelopeResponse = z.infer<typeof ZDuplicateEnvelopeResponseSchema>;

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import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
import { authenticatedProcedure } from '../trpc';
import { ZGetEnvelopeRequestSchema, ZGetEnvelopeResponseSchema } from './get-envelope.types';
export const getEnvelopeRoute = authenticatedProcedure
// .meta(getEnvelopeMeta)
.input(ZGetEnvelopeRequestSchema)
.output(ZGetEnvelopeResponseSchema)
.query(async ({ input, ctx }) => {
const { teamId, user } = ctx;
const { envelopeId } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
return await getEnvelopeById({
userId: user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
type: null,
});
});

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import { z } from 'zod';
import { ZEnvelopeSchema } from '@documenso/lib/types/envelope';
// export const getEnvelopeMeta: TrpcRouteMeta = {
// openapi: {
// method: 'GET',
// path: '/envelope/{envelopeId}',
// summary: 'Get envelope',
// description: 'Returns a envelope given an ID',
// tags: ['Envelope'],
// },
// };
export const ZGetEnvelopeRequestSchema = z.object({
envelopeId: z.string(),
});
export const ZGetEnvelopeResponseSchema = ZEnvelopeSchema;
export type TGetEnvelopeRequest = z.infer<typeof ZGetEnvelopeRequestSchema>;
export type TGetEnvelopeResponse = z.infer<typeof ZGetEnvelopeResponseSchema>;

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import { resendDocument } from '@documenso/lib/server-only/document/resend-document';
import { authenticatedProcedure } from '../trpc';
import {
ZRedistributeEnvelopeRequestSchema,
ZRedistributeEnvelopeResponseSchema,
} from './redistribute-envelope.types';
export const redistributeEnvelopeRoute = authenticatedProcedure
// .meta(redistributeEnvelopeMeta)
.input(ZRedistributeEnvelopeRequestSchema)
.output(ZRedistributeEnvelopeResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId, recipients } = input;
ctx.logger.info({
input: {
envelopeId,
recipients,
},
});
await resendDocument({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
recipients,
requestMetadata: ctx.metadata,
});
});

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import { z } from 'zod';
// export const redistributeEnvelopeMeta: TrpcRouteMeta = {
// openapi: {
// method: 'POST',
// path: '/envelope/redistribute',
// summary: 'Redistribute document',
// description:
// 'Redistribute the document to the provided recipients who have not actioned the document. Will use the distribution method set in the document',
// tags: ['Envelope'],
// },
// };
export const ZRedistributeEnvelopeRequestSchema = z.object({
envelopeId: z.string(),
recipients: z
.array(z.number())
.min(1)
.describe('The IDs of the recipients to redistribute the envelope to.'),
});
export const ZRedistributeEnvelopeResponseSchema = z.void();
export type TRedistributeEnvelopeRequest = z.infer<typeof ZRedistributeEnvelopeRequestSchema>;
export type TRedistributeEnvelopeResponse = z.infer<typeof ZRedistributeEnvelopeResponseSchema>;

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import { router } from '../trpc';
import { createEnvelopeRoute } from './create-envelope';
import { createEnvelopeItemsRoute } from './create-envelope-items';
import { deleteEnvelopeRoute } from './delete-envelope';
import { deleteEnvelopeItemRoute } from './delete-envelope-item';
import { distributeEnvelopeRoute } from './distribute-envelope';
import { duplicateEnvelopeRoute } from './duplicate-envelope';
import { getEnvelopeRoute } from './get-envelope';
import { redistributeEnvelopeRoute } from './redistribute-envelope';
import { setEnvelopeFieldsRoute } from './set-envelope-fields';
import { setEnvelopeRecipientsRoute } from './set-envelope-recipients';
import { signEnvelopeFieldRoute } from './sign-envelope-field';
import { updateEnvelopeRoute } from './update-envelope';
import { updateEnvelopeItemsRoute } from './update-envelope-items';
export const envelopeRouter = router({
get: getEnvelopeRoute,
create: createEnvelopeRoute,
update: updateEnvelopeRoute,
delete: deleteEnvelopeRoute,
duplicate: duplicateEnvelopeRoute,
distribute: distributeEnvelopeRoute,
redistribute: redistributeEnvelopeRoute,
// share: shareEnvelopeRoute,
item: {
createMany: createEnvelopeItemsRoute,
updateMany: updateEnvelopeItemsRoute,
delete: deleteEnvelopeItemRoute,
},
recipient: {
set: setEnvelopeRecipientsRoute,
},
field: {
set: setEnvelopeFieldsRoute,
sign: signEnvelopeFieldRoute,
},
});

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import { EnvelopeType } from '@prisma/client';
import { match } from 'ts-pattern';
import { setFieldsForDocument } from '@documenso/lib/server-only/field/set-fields-for-document';
import { setFieldsForTemplate } from '@documenso/lib/server-only/field/set-fields-for-template';
import { authenticatedProcedure } from '../trpc';
import {
ZSetEnvelopeFieldsRequestSchema,
ZSetEnvelopeFieldsResponseSchema,
} from './set-envelope-fields.types';
// Note: This is intended to always be an internal route.
export const setEnvelopeFieldsRoute = authenticatedProcedure
.input(ZSetEnvelopeFieldsRequestSchema)
.output(ZSetEnvelopeFieldsResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId, envelopeType, fields } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
await match(envelopeType)
.with(EnvelopeType.DOCUMENT, async () =>
setFieldsForDocument({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
fields: fields.map((field) => ({
...field,
pageNumber: field.page,
pageX: field.positionX,
pageY: field.positionY,
pageWidth: field.width,
pageHeight: field.height,
})),
requestMetadata: ctx.metadata,
}),
)
.with(EnvelopeType.TEMPLATE, async () =>
setFieldsForTemplate({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
fields: fields.map((field) => ({
...field,
pageNumber: field.page,
pageX: field.positionX,
pageY: field.positionY,
pageWidth: field.width,
pageHeight: field.height,
})),
}),
)
.exhaustive();
});

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import { EnvelopeType, FieldType } from '@prisma/client';
import { z } from 'zod';
import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
export const ZSetEnvelopeFieldsRequestSchema = z.object({
envelopeId: z.string(),
envelopeType: z.nativeEnum(EnvelopeType),
fields: z.array(
z.object({
id: z
.number()
.optional()
.describe('The id of the field. If not provided, a new field will be created.'),
envelopeItemId: z.string().describe('The id of the envelope item to put the field on'),
recipientId: z.number(),
type: z.nativeEnum(FieldType),
page: z
.number()
.min(1)
.describe('The page number of the field on the envelope. Starts from 1.'),
// Todo: Envelopes - Extract these 0-100 schemas with better descriptions.
positionX: z
.number()
.min(0)
.max(100)
.describe('The percentage based X position of the field on the envelope.'),
positionY: z
.number()
.min(0)
.max(100)
.describe('The percentage based Y position of the field on the envelope.'),
width: z
.number()
.min(0)
.max(100)
.describe('The percentage based width of the field on the envelope.'),
height: z
.number()
.min(0)
.max(100)
.describe('The percentage based height of the field on the envelope.'),
fieldMeta: ZFieldMetaSchema, // Todo: Envelopes - Use a more strict form?
}),
),
});
export const ZSetEnvelopeFieldsResponseSchema = z.void();
export type TSetEnvelopeFieldsRequest = z.infer<typeof ZSetEnvelopeFieldsRequestSchema>;
export type TSetEnvelopeFieldsResponse = z.infer<typeof ZSetEnvelopeFieldsResponseSchema>;

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import { EnvelopeType } from '@prisma/client';
import { match } from 'ts-pattern';
import { setDocumentRecipients } from '@documenso/lib/server-only/recipient/set-document-recipients';
import { setTemplateRecipients } from '@documenso/lib/server-only/recipient/set-template-recipients';
import { authenticatedProcedure } from '../trpc';
import {
ZSetEnvelopeRecipientsRequestSchema,
ZSetEnvelopeRecipientsResponseSchema,
} from './set-envelope-recipients.types';
export const setEnvelopeRecipientsRoute = authenticatedProcedure
.input(ZSetEnvelopeRecipientsRequestSchema)
.output(ZSetEnvelopeRecipientsResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId, envelopeType, recipients } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
return await match(envelopeType)
.with(EnvelopeType.DOCUMENT, async () =>
setDocumentRecipients({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
recipients,
requestMetadata: ctx.metadata,
}),
)
.with(EnvelopeType.TEMPLATE, async () =>
setTemplateRecipients({
userId: ctx.user.id,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
recipients,
}),
)
.exhaustive();
});

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import { EnvelopeType, RecipientRole } from '@prisma/client';
import { z } from 'zod';
import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-auth';
import { ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
export const ZSetEnvelopeRecipientsRequestSchema = z.object({
envelopeId: z.string(),
envelopeType: z.nativeEnum(EnvelopeType),
recipients: z.array(
z.object({
id: z.number().optional(),
email: z.string().toLowerCase().email().min(1).max(254),
name: z.string().max(255),
role: z.nativeEnum(RecipientRole),
signingOrder: z.number().optional(),
actionAuth: z.array(ZRecipientActionAuthTypesSchema).optional().default([]),
}),
),
});
export const ZSetEnvelopeRecipientsResponseSchema = z.object({
recipients: ZRecipientLiteSchema.array(),
});
export type TSetEnvelopeRecipientsRequest = z.infer<typeof ZSetEnvelopeRecipientsRequestSchema>;
export type TSetEnvelopeRecipientsResponse = z.infer<typeof ZSetEnvelopeRecipientsResponseSchema>;

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import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
import { DateTime } from 'luxon';
import { P, match } from 'ts-pattern';
import { z } from 'zod';
import { validateCheckboxField } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
import { validateDropdownField } from '@documenso/lib/advanced-fields-validation/validate-dropdown';
import { validateNumberField } from '@documenso/lib/advanced-fields-validation/validate-number';
import { validateRadioField } from '@documenso/lib/advanced-fields-validation/validate-radio';
import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { validateFieldAuth } from '@documenso/lib/server-only/document/validate-field-auth';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import {
ZCheckboxFieldMeta,
ZDropdownFieldMeta,
ZNumberFieldMeta,
ZRadioFieldMeta,
ZTextFieldMeta,
} from '@documenso/lib/types/field-meta';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
import { prisma } from '@documenso/prisma';
import { procedure } from '../trpc';
import {
ZSignEnvelopeFieldRequestSchema,
ZSignEnvelopeFieldResponseSchema,
} from './sign-envelope-field.types';
// Note that this is an unauthenticated public procedure route.
export const signEnvelopeFieldRoute = procedure
.input(ZSignEnvelopeFieldRequestSchema)
.output(ZSignEnvelopeFieldResponseSchema)
.mutation(async ({ input, ctx }) => {
const { user, metadata } = ctx;
const { token, fieldId, fieldValue, authOptions } = input;
ctx.logger.info({
input: {
fieldId,
},
});
const recipient = await prisma.recipient.findFirst({
where: {
token,
},
});
if (!recipient) {
throw new AppError(AppErrorCode.NOT_FOUND);
}
const field = await prisma.field.findFirstOrThrow({
where: {
id: fieldId,
recipient: {
...(recipient.role !== RecipientRole.ASSISTANT
? {
id: recipient.id,
}
: {
signingStatus: {
not: SigningStatus.SIGNED,
},
signingOrder: {
gte: recipient.signingOrder ?? 0,
},
}),
},
},
include: {
envelope: {
include: {
recipients: true,
documentMeta: true,
},
},
recipient: true,
},
});
const { envelope } = field;
const { documentMeta } = envelope;
if (!envelope || !recipient) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: `Document not found for field ${field.id}`,
});
}
if (envelope.internalVersion !== 2) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: `Envelope ${envelope.id} is not a version 2 envelope`,
});
}
if (fieldValue.type !== field.type) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Selected values do not match the field values',
});
}
if (envelope.deletedAt) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: `Document ${envelope.id} has been deleted`,
});
}
if (envelope.status !== DocumentStatus.PENDING) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: `Document ${envelope.id} must be pending for signing`,
});
}
if (
recipient.signingStatus === SigningStatus.SIGNED ||
field.recipient.signingStatus === SigningStatus.SIGNED
) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: `Recipient ${recipient.id} has already signed`,
});
}
// Todo: Envelopes - Need to auto insert read only fields during sealing.
if (field.fieldMeta?.readOnly) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: `Field ${fieldId} is read only`,
});
}
// Unreachable code based on the above query but we need to satisfy TypeScript
if (field.recipientId === null) {
throw new Error(`Field ${fieldId} has no recipientId`);
}
let signatureImageAsBase64: string | null = null;
let typedSignature: string | null = null;
const insertionValues: { customText: string; inserted: boolean } = match(fieldValue)
.with({ type: FieldType.EMAIL }, (fieldValue) => {
const parsedEmailValue = z.string().email().nullable().safeParse(fieldValue.value);
if (!parsedEmailValue.success) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Invalid email',
});
}
if (parsedEmailValue.data === null) {
return {
customText: '',
inserted: false,
};
}
return {
customText: parsedEmailValue.data,
inserted: true,
};
})
.with({ type: P.union(FieldType.NAME, FieldType.INITIALS) }, (fieldValue) => {
const parsedGenericStringValue = z.string().min(1).nullable().safeParse(fieldValue.value);
if (!parsedGenericStringValue.success) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Value is required',
});
}
if (parsedGenericStringValue.data === null) {
return {
customText: '',
inserted: false,
};
}
return {
customText: parsedGenericStringValue.data,
inserted: true,
};
})
.with({ type: FieldType.DATE }, (fieldValue) => {
if (!fieldValue.value) {
return {
customText: '',
inserted: false,
};
}
return {
customText: DateTime.now()
.setZone(documentMeta.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE)
.toFormat(documentMeta.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT),
inserted: true,
};
})
.with({ type: FieldType.NUMBER }, (fieldValue) => {
if (!fieldValue.value) {
return {
customText: '',
inserted: false,
};
}
const numberFieldParsedMeta = ZNumberFieldMeta.parse(field.fieldMeta);
const errors = validateNumberField(
fieldValue.value.toString(),
numberFieldParsedMeta,
true,
);
// Todo
if (errors.length > 0) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Invalid number',
});
}
return {
customText: fieldValue.value.toString(),
inserted: true,
};
})
.with({ type: FieldType.TEXT }, (fieldValue) => {
if (fieldValue.value === null) {
return {
customText: '',
inserted: false,
};
}
const parsedTextFieldMeta = ZTextFieldMeta.parse(field.fieldMeta);
const errors = validateTextField(fieldValue.value, parsedTextFieldMeta, true);
// Todo
if (errors.length > 0) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Invalid email',
});
}
return {
customText: fieldValue.value,
inserted: true,
};
})
.with({ type: FieldType.RADIO }, (fieldValue) => {
if (fieldValue.value === null) {
return {
customText: '',
inserted: false,
};
}
const parsedRadioFieldParsedMeta = ZRadioFieldMeta.parse(field.fieldMeta);
const errors = validateRadioField(fieldValue.value, parsedRadioFieldParsedMeta, true);
if (errors.length > 0) {
throw new Error(errors.join(', '));
}
// Todo
if (errors.length > 0) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Invalid radio value',
});
}
return {
customText: fieldValue.value,
inserted: true,
};
})
.with({ type: FieldType.CHECKBOX }, (fieldValue) => {
if (fieldValue.value === null) {
return {
customText: '',
inserted: false,
};
}
// Todo: Envelopes - This won't work.
const parsedCheckboxFieldParsedMeta = ZCheckboxFieldMeta.parse(field.fieldMeta);
const checkboxFieldValues = parsedCheckboxFieldParsedMeta.values || [];
const { value } = fieldValue;
const selectedValues = checkboxFieldValues.filter(({ id }) => value.some((v) => v === id));
if (selectedValues.length !== value.length) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Selected values do not match the checkbox field values',
});
}
const errors = validateCheckboxField(
selectedValues.map(({ value }) => value),
parsedCheckboxFieldParsedMeta,
true,
);
if (errors.length > 0) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Invalid checkbox value:' + errors.join(', '),
});
}
return {
customText: JSON.stringify(fieldValue.value),
inserted: true,
};
})
.with({ type: FieldType.DROPDOWN }, (fieldValue) => {
if (fieldValue.value === null) {
return {
customText: '',
inserted: false,
};
}
const parsedDropdownFieldMeta = ZDropdownFieldMeta.parse(field.fieldMeta);
const errors = validateDropdownField(fieldValue.value, parsedDropdownFieldMeta, true);
// Todo
if (errors.length > 0) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Invalid dropdown value',
});
}
return {
customText: fieldValue.value,
inserted: true,
};
})
.with({ type: FieldType.SIGNATURE }, (fieldValue) => {
const { value, isBase64 } = fieldValue;
if (!value) {
return {
customText: '',
inserted: false,
};
}
signatureImageAsBase64 = isBase64 ? value : null;
typedSignature = !isBase64 ? value : null;
if (documentMeta.typedSignatureEnabled === false && typedSignature) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Typed signatures are not allowed. Please draw your signature',
});
}
return {
customText: '',
inserted: true,
};
})
.exhaustive();
const derivedRecipientActionAuth = await validateFieldAuth({
documentAuthOptions: envelope.authOptions,
recipient,
field,
userId: user?.id,
authOptions,
});
const assistant = recipient.role === RecipientRole.ASSISTANT ? recipient : undefined;
return await prisma.$transaction(async (tx) => {
const updatedField = await tx.field.update({
where: {
id: field.id,
},
data: {
customText: insertionValues.customText,
inserted: insertionValues.inserted,
},
include: {
signature: true,
},
});
if (field.type === FieldType.SIGNATURE) {
const signature = await tx.signature.upsert({
where: {
fieldId: field.id,
},
create: {
fieldId: field.id,
recipientId: field.recipientId,
signatureImageAsBase64: signatureImageAsBase64,
typedSignature: typedSignature,
},
update: {
signatureImageAsBase64: signatureImageAsBase64,
typedSignature: typedSignature,
},
});
// Dirty but I don't want to deal with type information
Object.assign(updatedField, {
signature,
});
}
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type:
assistant && field.recipientId !== assistant.id
? DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_PREFILLED
: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
envelopeId: envelope.id,
user: {
email: assistant?.email ?? recipient.email,
name: assistant?.name ?? recipient.name,
},
requestMetadata: metadata.requestMetadata,
data: {
recipientEmail: recipient.email,
recipientId: recipient.id,
recipientName: recipient.name,
recipientRole: recipient.role,
fieldId: updatedField.secondaryId,
field: match(updatedField.type)
.with(FieldType.SIGNATURE, FieldType.FREE_SIGNATURE, (type) => ({
type,
data: signatureImageAsBase64 || typedSignature || '',
}))
.with(
FieldType.DATE,
FieldType.EMAIL,
FieldType.NAME,
FieldType.TEXT,
FieldType.INITIALS,
(type) => ({
type,
data: updatedField.customText,
}),
)
.with(
FieldType.NUMBER,
FieldType.RADIO,
FieldType.CHECKBOX,
FieldType.DROPDOWN,
(type) => ({
type,
data: updatedField.customText,
}),
)
.exhaustive(),
fieldSecurity: derivedRecipientActionAuth
? {
type: derivedRecipientActionAuth,
}
: undefined,
},
}),
});
return {
signedField: updatedField,
};
});
});

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import { z } from 'zod';
import { ZRecipientActionAuthSchema } from '@documenso/lib/types/document-auth';
import { ZFieldSchema } from '@documenso/lib/types/field';
import { FieldType } from '@documenso/prisma/client';
import SignatureSchema from '@documenso/prisma/generated/zod/modelSchema/SignatureSchema';
export const ZSignEnvelopeFieldValue = z.discriminatedUnion('type', [
z.object({
type: z.literal(FieldType.CHECKBOX),
value: z.array(z.number()),
}),
z.object({
type: z.literal(FieldType.RADIO),
value: z.string().nullable(),
}),
z.object({
type: z.literal(FieldType.NUMBER),
value: z.number().nullable(),
}),
z.object({
type: z.literal(FieldType.EMAIL),
value: z.string().nullable(),
}),
z.object({
type: z.literal(FieldType.NAME),
value: z.string().nullable(),
}),
z.object({
type: z.literal(FieldType.INITIALS),
value: z.string().nullable(),
}),
z.object({
type: z.literal(FieldType.TEXT),
value: z.string().nullable(),
}),
z.object({
type: z.literal(FieldType.DROPDOWN),
value: z.string().nullable(),
}),
z.object({
type: z.literal(FieldType.DATE),
value: z.boolean(),
}),
z.object({
type: z.literal(FieldType.SIGNATURE),
value: z.string().nullable(),
isBase64: z.boolean(),
}),
]);
export const ZSignEnvelopeFieldRequestSchema = z.object({
token: z.string(),
fieldId: z.number(),
fieldValue: ZSignEnvelopeFieldValue,
authOptions: ZRecipientActionAuthSchema.optional(),
});
export const ZSignEnvelopeFieldResponseSchema = z.object({
signedField: ZFieldSchema.extend({
signature: SignatureSchema.nullish(),
}),
});
export type TSignEnvelopeFieldValue = z.infer<typeof ZSignEnvelopeFieldValue>;
export type TSignEnvelopeFieldRequest = z.infer<typeof ZSignEnvelopeFieldRequestSchema>;
export type TSignEnvelopeFieldResponse = z.infer<typeof ZSignEnvelopeFieldResponseSchema>;

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import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
import { prisma } from '@documenso/prisma';
import { authenticatedProcedure } from '../trpc';
import {
ZUpdateEnvelopeItemsRequestSchema,
ZUpdateEnvelopeItemsResponseSchema,
} from './update-envelope-items.types';
export const updateEnvelopeItemsRoute = authenticatedProcedure
.input(ZUpdateEnvelopeItemsRequestSchema)
.output(ZUpdateEnvelopeItemsResponseSchema)
.mutation(async ({ input, ctx }) => {
const { user, teamId } = ctx;
const { envelopeId, data } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'envelopeId',
id: envelopeId,
},
type: null,
userId: user.id,
teamId,
});
const envelope = await prisma.envelope.findUnique({
where: envelopeWhereInput,
include: {
recipients: true,
envelopeItems: true,
},
});
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Envelope not found',
});
}
if (data.length === 0) {
throw new AppError(AppErrorCode.INVALID_BODY, {
message: 'Envelope items are required',
});
}
if (!canEnvelopeItemsBeModified(envelope, envelope.recipients)) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Envelope item is not editable',
});
}
// Check that the items belong to the envelope.
const itemsBelongToEnvelope = data.every((item) =>
envelope.envelopeItems.some(({ id }) => item.envelopeItemId === id),
);
if (!itemsBelongToEnvelope) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'One or more envelope items to update do not exist',
});
}
const updatedEnvelopeItems = await Promise.all(
data.map(async ({ envelopeItemId, order, title }) =>
prisma.envelopeItem.update({
where: {
envelopeId: envelope.id,
id: envelopeItemId,
},
data: {
order,
title,
},
select: {
id: true,
order: true,
title: true,
envelopeId: true,
},
}),
),
);
// Todo: Envelope - Audit logs?
// Todo: Envelopes - Delete the document data as well?
return {
updatedEnvelopeItems,
};
});

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import { z } from 'zod';
import EnvelopeItemSchema from '@documenso/prisma/generated/zod/modelSchema/EnvelopeItemSchema';
import { ZDocumentTitleSchema } from '../document-router/schema';
export const ZUpdateEnvelopeItemsRequestSchema = z.object({
envelopeId: z.string(),
data: z
.object({
envelopeItemId: z.string(),
order: z.number().int().min(1).optional(),
title: ZDocumentTitleSchema.optional(),
})
.array()
.min(1),
});
export const ZUpdateEnvelopeItemsResponseSchema = z.object({
updatedEnvelopeItems: EnvelopeItemSchema.pick({
id: true,
order: true,
title: true,
envelopeId: true,
}).array(),
});
export type TUpdateEnvelopeItemsRequest = z.infer<typeof ZUpdateEnvelopeItemsRequestSchema>;
export type TUpdateEnvelopeItemsResponse = z.infer<typeof ZUpdateEnvelopeItemsResponseSchema>;

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import { updateEnvelope } from '@documenso/lib/server-only/envelope/update-envelope';
import { authenticatedProcedure } from '../trpc';
import {
ZUpdateEnvelopeRequestSchema,
ZUpdateEnvelopeResponseSchema,
} from './update-envelope.types';
export const updateEnvelopeRoute = authenticatedProcedure
// .meta(updateEnvelopeTrpcMeta)
.input(ZUpdateEnvelopeRequestSchema)
.output(ZUpdateEnvelopeResponseSchema)
.mutation(async ({ input, ctx }) => {
const { teamId } = ctx;
const { envelopeId, data, meta = {} } = input;
ctx.logger.info({
input: {
envelopeId,
},
});
const userId = ctx.user.id;
return await updateEnvelope({
userId,
teamId,
id: {
type: 'envelopeId',
id: envelopeId,
},
data,
meta,
requestMetadata: ctx.metadata,
});
});

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import { EnvelopeType } from '@prisma/client';
// import type { OpenApiMeta } from 'trpc-to-openapi';
import { z } from 'zod';
import {
ZDocumentAccessAuthTypesSchema,
ZDocumentActionAuthTypesSchema,
} from '@documenso/lib/types/document-auth';
import { ZDocumentMetaUpdateSchema } from '@documenso/lib/types/document-meta';
import { ZEnvelopeLiteSchema } from '@documenso/lib/types/envelope';
import {
ZDocumentExternalIdSchema,
ZDocumentTitleSchema,
ZDocumentVisibilitySchema,
} from '../document-router/schema';
// export const updateEnvelopeMeta: TrpcRouteMeta = {
// openapi: {
// method: 'POST',
// path: '/envelope/update',
// summary: 'Update envelope',
// tags: ['Envelope'],
// },
// };
export const ZUpdateEnvelopeRequestSchema = z.object({
envelopeId: z.string(),
envelopeType: z.nativeEnum(EnvelopeType),
data: z
.object({
title: ZDocumentTitleSchema.optional(),
externalId: ZDocumentExternalIdSchema.nullish(),
visibility: ZDocumentVisibilitySchema.optional(),
globalAccessAuth: z.array(ZDocumentAccessAuthTypesSchema).optional(),
globalActionAuth: z.array(ZDocumentActionAuthTypesSchema).optional(),
folderId: z.string().nullish(),
})
.optional(),
meta: ZDocumentMetaUpdateSchema.optional(),
});
export const ZUpdateEnvelopeResponseSchema = ZEnvelopeLiteSchema;
export type TUpdateEnvelopeRequest = z.infer<typeof ZUpdateEnvelopeRequestSchema>;
export type TUpdateEnvelopeResponse = z.infer<typeof ZUpdateEnvelopeResponseSchema>;