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feat: signing order (#1290)

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Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
This commit is contained in:
Ephraim Duncan
2024-09-16 12:36:45 +00:00
committed by GitHub
parent 357bdd374f
commit 3d644db286
66 changed files with 1999 additions and 606 deletions
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29
packages/lib/server-only/document/send-document.tsx
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@ -3,7 +3,13 @@ import type { RequestMetadata } from '@documenso/lib/universal/extract-request-m
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
import { prisma } from '@documenso/prisma';
import { DocumentStatus, RecipientRole, SendStatus, SigningStatus } from '@documenso/prisma/client';
import {
DocumentSigningOrder,
DocumentStatus,
RecipientRole,
SendStatus,
SigningStatus,
} from '@documenso/prisma/client';
import { WebhookTriggerEvents } from '@documenso/prisma/client';
import { jobs } from '../../jobs/client';
@ -57,7 +63,9 @@ export const sendDocument = async ({
}),
},
include: {
Recipient: true,
Recipient: {
orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
},
documentMeta: true,
documentData: true,
},
@ -75,6 +83,21 @@ export const sendDocument = async ({
throw new Error('Can not send completed document');
}
const signingOrder = document.documentMeta?.signingOrder || DocumentSigningOrder.PARALLEL;
let recipientsToNotify = document.Recipient;
if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
// Get the currently active recipient.
recipientsToNotify = document.Recipient.filter(
(r) => r.signingStatus === SigningStatus.NOT_SIGNED && r.role !== RecipientRole.CC,
).slice(0, 1);
// Secondary filter so we aren't resending if the current active recipient has already
// received the document.
recipientsToNotify.filter((r) => r.sendStatus !== SendStatus.SENT);
}
const { documentData } = document;
if (!documentData.data) {
@ -135,7 +158,7 @@ export const sendDocument = async ({
if (sendEmail) {
await Promise.all(
document.Recipient.map(async (recipient) => {
recipientsToNotify.map(async (recipient) => {
if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
return;
}