feat: signing reminders (#1749)

packages/lib/utils/document.ts

@@ -66,6 +66,9 @@ export const extractDerivedDocumentMeta = (
     // Envelope expiration.
     envelopeExpirationPeriod:
       meta.envelopeExpirationPeriod ?? settings.envelopeExpirationPeriod ?? null,
+
+    // Reminder settings.
+    reminderSettings: meta.reminderSettings ?? settings.reminderSettings ?? null,
   } satisfies Omit<DocumentMeta, 'id'>;
 };
 

packages/lib/utils/embed-config.ts

@@ -67,6 +67,9 @@ export const buildEmbeddedFeatures = (
             allowConfigureExpirationPeriod:
               features.settings?.allowConfigureExpirationPeriod ??
               DEFAULT_EMBEDDED_EDITOR_CONFIG.settings.allowConfigureExpirationPeriod,
+            allowConfigureReminders:
+              features.settings?.allowConfigureReminders ??
+              DEFAULT_EMBEDDED_EDITOR_CONFIG.settings.allowConfigureReminders,
             allowConfigureEmailSender:
               features.settings?.allowConfigureEmailSender ??
               DEFAULT_EMBEDDED_EDITOR_CONFIG.settings.allowConfigureEmailSender,

packages/lib/utils/envelope.ts

@@ -252,7 +252,7 @@ export type EnvelopeItemPermissions = {
 
 export const getEnvelopeItemPermissions = (
   envelope: Pick<Envelope, 'completedAt' | 'deletedAt' | 'type' | 'status'>,
-  recipients: Recipient[],
+  recipients: Pick<Recipient, 'role' | 'signingStatus' | 'sendStatus'>[],
 ): EnvelopeItemPermissions => {
   // Always reject completed/rejected/deleted envelopes.
   if (

packages/lib/utils/organisations.ts

@@ -9,6 +9,7 @@ import type { ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/orga
 
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../constants/date-formats';
 import { DEFAULT_ENVELOPE_EXPIRATION_PERIOD } from '../constants/envelope-expiration';
+import { DEFAULT_ENVELOPE_REMINDER_SETTINGS } from '../constants/envelope-reminder';
 import {
   LOWEST_ORGANISATION_ROLE,
   ORGANISATION_MEMBER_ROLE_HIERARCHY,
@@ -142,6 +143,8 @@ export const generateDefaultOrganisationSettings = (): Omit<
 
     envelopeExpirationPeriod: DEFAULT_ENVELOPE_EXPIRATION_PERIOD,
 
+    reminderSettings: DEFAULT_ENVELOPE_REMINDER_SETTINGS,
+
     aiFeaturesEnabled: false,
   };
 };

packages/lib/utils/recipients.ts

@@ -1,10 +1,11 @@
 import type { Envelope } from '@prisma/client';
-import { type Field, type Recipient, RecipientRole, SigningStatus } from '@prisma/client';
+import { type Field, RecipientRole, SigningStatus } from '@prisma/client';
 
 import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
 import { AppError, AppErrorCode } from '../errors/app-error';
+import type { TRecipientLite } from '../types/recipient';
 import { extractLegacyIds } from '../universal/id';
 import { zEmail } from './zod';
 
@@ -20,7 +21,7 @@ export const RECIPIENT_ROLES_THAT_REQUIRE_FIELDS = [RecipientRole.SIGNER] as con
  *
  * Currently only SIGNERs are validated - they must have at least one signature field.
  */
-export const getRecipientsWithMissingFields = <T extends Pick<Recipient, 'id' | 'role'>>(
+export const getRecipientsWithMissingFields = <T extends Pick<TRecipientLite, 'id' | 'role'>>(
   recipients: T[],
   fields: Pick<Field, 'type' | 'recipientId'>[],
 ): T[] => {
@@ -42,7 +43,10 @@ export const formatSigningLink = (token: string) => `${NEXT_PUBLIC_WEBAPP_URL()}
 /**
  * Whether a recipient can be modified by the document owner.
  */
-export const canRecipientBeModified = (recipient: Recipient, fields: Field[]) => {
+export const canRecipientBeModified = (
+  recipient: TRecipientLite,
+  fields: Pick<Field, 'recipientId' | 'inserted'>[],
+) => {
   if (!recipient) {
     return false;
   }
@@ -72,7 +76,10 @@ export const canRecipientBeModified = (recipient: Recipient, fields: Field[]) =>
  * - They are not a Viewer or CCer
  * - They can be modified (canRecipientBeModified)
  */
-export const canRecipientFieldsBeModified = (recipient: Recipient, fields: Field[]) => {
+export const canRecipientFieldsBeModified = (
+  recipient: TRecipientLite,
+  fields: Pick<Field, 'recipientId' | 'inserted'>[],
+) => {
   if (!canRecipientBeModified(recipient, fields)) {
     return false;
   }
@@ -81,7 +88,7 @@ export const canRecipientFieldsBeModified = (recipient: Recipient, fields: Field
 };
 
 export const mapRecipientToLegacyRecipient = (
-  recipient: Recipient,
+  recipient: TRecipientLite,
   envelope: Pick<Envelope, 'type' | 'secondaryId'>,
 ) => {
   const legacyId = extractLegacyIds(envelope);
@@ -92,6 +99,7 @@ export const mapRecipientToLegacyRecipient = (
   };
 };
 
+
 export const findRecipientByEmail = <T extends { email: string }>({
   recipients,
   userEmail,
@@ -102,7 +110,7 @@ export const findRecipientByEmail = <T extends { email: string }>({
   teamEmail?: string | null;
 }) => recipients.find((r) => r.email === userEmail || (teamEmail && r.email === teamEmail));
 
-export const isRecipientEmailValidForSending = (recipient: Pick<Recipient, 'email'>) => {
+export const isRecipientEmailValidForSending = (recipient: Pick<TRecipientLite, 'email'>) => {
   return zEmail().safeParse(recipient.email).success;
 };
 

packages/lib/utils/teams.ts

@@ -208,6 +208,8 @@ export const generateDefaultTeamSettings = (): Omit<TeamGlobalSettings, 'id' | '
 
     envelopeExpirationPeriod: null,
 
+    reminderSettings: null,
+
     aiFeaturesEnabled: null,
   };
 };