feat: add formdata endpoints for documents,envelopes,templates

Adds the missing endpoints for documents, envelopes and
templates supporting file uploads in a singular request.

Also updates frontend components that would use the prior
hidden endpoints.

packages/trpc/server/document-router/create-document.ts

@@ -3,6 +3,7 @@ import { EnvelopeType } from '@prisma/client';
 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 { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 
 import { authenticatedProcedure } from '../trpc';
@@ -16,7 +17,12 @@ export const createDocumentRoute = authenticatedProcedure
   .output(ZCreateDocumentResponseSchema)
   .mutation(async ({ input, ctx }) => {
     const { user, teamId } = ctx;
-    const { title, documentDataId, timezone, folderId, attachments } = input;
+
+    const { payload, file } = input;
+
+    const { title, timezone, folderId, attachments } = payload;
+
+    const { id: documentDataId } = await putNormalizedPdfFileServerSide(file);
 
     ctx.logger.info({
       input: {
@@ -55,6 +61,7 @@ export const createDocumentRoute = authenticatedProcedure
     });
 
     return {
+      envelopeId: document.id,
       legacyDocumentId: mapSecondaryIdToDocumentId(document.secondaryId),
     };
   });

packages/trpc/server/document-router/create-document.types.ts

@@ -1,23 +1,27 @@
 import { z } from 'zod';
+import { zfd } from 'zod-form-data';
 
 import { ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
 import { ZEnvelopeAttachmentTypeSchema } from '@documenso/lib/types/envelope-attachment';
 
+import { zodFormData } from '../../utils/zod-form-data';
+import type { TrpcRouteMeta } from '../trpc';
 import { ZDocumentTitleSchema } from './schema';
 
 // Currently not in use until we allow passthrough documents on create.
-// export const createDocumentMeta: TrpcRouteMeta = {
-//   openapi: {
-//     method: 'POST',
-//     path: '/document/create',
-//     summary: 'Create document',
-//     tags: ['Document'],
-//   },
-// };
+export const createDocumentMeta: TrpcRouteMeta = {
+  openapi: {
+    method: 'POST',
+    path: '/document/create',
+    contentTypes: ['multipart/form-data'],
+    summary: 'Create document',
+    description: 'Create a document using form data.',
+    tags: ['Document'],
+  },
+};
 
-export const ZCreateDocumentRequestSchema = z.object({
+export const ZCreateDocumentPayloadSchema = z.object({
   title: ZDocumentTitleSchema,
-  documentDataId: z.string().min(1),
   timezone: ZDocumentMetaTimezoneSchema.optional(),
   folderId: z.string().describe('The ID of the folder to create the document in').optional(),
   attachments: z
@@ -31,9 +35,16 @@ export const ZCreateDocumentRequestSchema = z.object({
     .optional(),
 });
 
+export const ZCreateDocumentRequestSchema = zodFormData({
+  payload: zfd.json(ZCreateDocumentPayloadSchema),
+  file: zfd.file(),
+});
+
 export const ZCreateDocumentResponseSchema = z.object({
+  envelopeId: z.string(),
   legacyDocumentId: z.number(),
 });
 
+export type TCreateDocumentPayloadSchema = z.infer<typeof ZCreateDocumentPayloadSchema>;
 export type TCreateDocumentRequest = z.infer<typeof ZCreateDocumentRequestSchema>;
 export type TCreateDocumentResponse = z.infer<typeof ZCreateDocumentResponseSchema>;

packages/trpc/server/envelope-router/create-envelope.ts

@@ -1,6 +1,7 @@
 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 { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
 
 import { authenticatedProcedure } from '../trpc';
 import {
@@ -22,6 +23,9 @@ export const createEnvelopeRoute = authenticatedProcedure
   .output(ZCreateEnvelopeResponseSchema)
   .mutation(async ({ input, ctx }) => {
     const { user, teamId } = ctx;
+
+    const { payload, files } = input;
+
     const {
       title,
       type,
@@ -31,10 +35,9 @@ export const createEnvelopeRoute = authenticatedProcedure
       globalActionAuth,
       recipients,
       folderId,
-      items,
       meta,
       attachments,
-    } = input;
+    } = payload;
 
     ctx.logger.info({
       input: {
@@ -54,13 +57,62 @@ export const createEnvelopeRoute = authenticatedProcedure
       });
     }
 
-    if (items.length > maximumEnvelopeItemCount) {
+    if (files.length > maximumEnvelopeItemCount) {
       throw new AppError('ENVELOPE_ITEM_LIMIT_EXCEEDED', {
         message: `You cannot upload more than ${maximumEnvelopeItemCount} envelope items per envelope`,
         statusCode: 400,
       });
     }
 
+    // For each file, stream to s3 and create the document data.
+    const envelopeItems = await Promise.all(
+      files.map(async (file) => {
+        const { id: documentDataId } = await putNormalizedPdfFileServerSide(file);
+
+        return {
+          title: file.name,
+          documentDataId,
+        };
+      }),
+    );
+
+    const recipientsToCreate = recipients?.map((recipient) => ({
+      email: recipient.email,
+      name: recipient.name,
+      role: recipient.role,
+      signingOrder: recipient.signingOrder,
+      accessAuth: recipient.accessAuth,
+      actionAuth: recipient.actionAuth,
+      fields: recipient.fields?.map((field) => {
+        let documentDataId: string | undefined = undefined;
+
+        if (typeof field.identifier === 'string') {
+          documentDataId = envelopeItems.find(
+            (item) => item.title === field.identifier,
+          )?.documentDataId;
+        }
+
+        if (typeof field.identifier === 'number') {
+          documentDataId = envelopeItems.at(field.identifier)?.documentDataId;
+        }
+
+        if (field.identifier === undefined) {
+          documentDataId = envelopeItems[0]?.documentDataId;
+        }
+
+        if (!documentDataId) {
+          throw new AppError(AppErrorCode.NOT_FOUND, {
+            message: 'Document data not found',
+          });
+        }
+
+        return {
+          ...field,
+          documentDataId,
+        };
+      }),
+    }));
+
     const envelope = await createEnvelope({
       userId: user.id,
       teamId,
@@ -72,9 +124,9 @@ export const createEnvelopeRoute = authenticatedProcedure
         visibility,
         globalAccessAuth,
         globalActionAuth,
-        recipients,
+        recipients: recipientsToCreate,
         folderId,
-        envelopeItems: items,
+        envelopeItems,
       },
       attachments,
       meta,

packages/trpc/server/envelope-router/create-envelope.types.ts

@@ -1,5 +1,6 @@
 import { EnvelopeType } from '@prisma/client';
 import { z } from 'zod';
+import { zfd } from 'zod-form-data';
 
 import {
   ZDocumentAccessAuthTypesSchema,
@@ -17,14 +18,28 @@ import {
 } from '@documenso/lib/types/field';
 import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
 
+import { zodFormData } from '../../utils/zod-form-data';
 import {
   ZDocumentExternalIdSchema,
   ZDocumentTitleSchema,
   ZDocumentVisibilitySchema,
 } from '../document-router/schema';
 import { ZCreateRecipientSchema } from '../recipient-router/schema';
+import type { TrpcRouteMeta } from '../trpc';
 
-export const ZCreateEnvelopeRequestSchema = z.object({
+// Currently not in use until we allow passthrough documents on create.
+export const createEnvelopeMeta: TrpcRouteMeta = {
+  openapi: {
+    method: 'POST',
+    path: '/envelope/create',
+    contentTypes: ['multipart/form-data'],
+    summary: 'Create envelope',
+    description: 'Create a envelope using form data.',
+    tags: ['Envelope'],
+  },
+};
+
+export const ZCreateEnvelopePayloadSchema = z.object({
   title: ZDocumentTitleSchema,
   type: z.nativeEnum(EnvelopeType),
   externalId: ZDocumentExternalIdSchema.optional(),
@@ -32,12 +47,6 @@ export const ZCreateEnvelopeRequestSchema = z.object({
   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(
@@ -49,11 +58,12 @@ export const ZCreateEnvelopeRequestSchema = z.object({
       ZCreateRecipientSchema.extend({
         fields: ZFieldAndMetaSchema.and(
           z.object({
-            documentDataId: z
-              .string()
+            identifier: z
+              .union([z.string(), z.number()])
               .describe(
-                'The ID of the document data to create the field on. If empty, the first document data will be used.',
-              ),
+                'Either the filename or the index of the file that was uploaded to attach the field to.',
+              )
+              .optional(),
             page: ZFieldPageNumberSchema,
             positionX: ZFieldPageXSchema,
             positionY: ZFieldPageYSchema,
@@ -78,9 +88,15 @@ export const ZCreateEnvelopeRequestSchema = z.object({
     .optional(),
 });
 
+export const ZCreateEnvelopeRequestSchema = zodFormData({
+  payload: zfd.json(ZCreateEnvelopePayloadSchema),
+  files: zfd.repeatableOfType(zfd.file()),
+});
+
 export const ZCreateEnvelopeResponseSchema = z.object({
   id: z.string(),
 });
 
+export type TCreateEnvelopePayload = z.infer<typeof ZCreateEnvelopePayloadSchema>;
 export type TCreateEnvelopeRequest = z.infer<typeof ZCreateEnvelopeRequestSchema>;
 export type TCreateEnvelopeResponse = z.infer<typeof ZCreateEnvelopeResponseSchema>;

packages/trpc/server/template-router/router.ts

@@ -21,6 +21,7 @@ import { deleteTemplateDirectLink } from '@documenso/lib/server-only/template/de
 import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
 import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
 import { toggleTemplateDirectLink } from '@documenso/lib/server-only/template/toggle-template-direct-link';
+import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
 import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 import { mapFieldToLegacyField } from '@documenso/lib/utils/fields';
@@ -159,20 +160,27 @@ export const templateRouter = router({
    * @private
    */
   createTemplate: authenticatedProcedure
-    // .meta({ // Note before releasing this to public, update the response schema to be correct.
-    //   openapi: {
-    //     method: 'POST',
-    //     path: '/template/create',
-    //     summary: 'Create template',
-    //     description: 'Create a new template',
-    //     tags: ['Template'],
-    //   },
-    // })
+    .meta({
+      // Note before releasing this to public, update the response schema to be correct.
+      openapi: {
+        method: 'POST',
+        path: '/template/create',
+        contentTypes: ['multipart/form-data'],
+        summary: 'Create template',
+        description: 'Create a new template',
+        tags: ['Template'],
+      },
+    })
     .input(ZCreateTemplateMutationSchema)
     .output(ZCreateTemplateResponseSchema)
     .mutation(async ({ input, ctx }) => {
       const { teamId } = ctx;
-      const { title, templateDocumentDataId, folderId } = input;
+
+      const { payload, file } = input;
+
+      const { title, folderId } = payload;
+
+      const { id: templateDocumentDataId } = await putNormalizedPdfFileServerSide(file);
 
       ctx.logger.info({
         input: {
@@ -198,6 +206,7 @@ export const templateRouter = router({
       });
 
       return {
+        envelopeId: envelope.id,
         legacyTemplateId: mapSecondaryIdToTemplateId(envelope.secondaryId),
       };
     }),

packages/trpc/server/template-router/schema.ts

@@ -1,5 +1,6 @@
 import { DocumentSigningOrder, DocumentVisibility, TemplateType } from '@prisma/client';
 import { z } from 'zod';
+import { zfd } from 'zod-form-data';
 
 import { ZDocumentSchema } from '@documenso/lib/types/document';
 import {
@@ -29,6 +30,7 @@ import {
 } from '@documenso/lib/types/template';
 import { LegacyTemplateDirectLinkSchema } from '@documenso/prisma/types/template-legacy-schema';
 
+import { zodFormData } from '../../utils/zod-form-data';
 import { ZSignFieldWithTokenMutationSchema } from '../field-router/schema';
 
 export const MAX_TEMPLATE_PUBLIC_TITLE_LENGTH = 50;
@@ -77,12 +79,16 @@ export const ZTemplateMetaUpsertSchema = z.object({
   allowDictateNextSigner: z.boolean().optional(),
 });
 
-export const ZCreateTemplateMutationSchema = z.object({
+export const ZCreateTemplatePayloadSchema = z.object({
   title: z.string().min(1).trim(),
-  templateDocumentDataId: z.string().min(1),
   folderId: z.string().optional(),
 });
 
+export const ZCreateTemplateMutationSchema = zodFormData({
+  payload: zfd.json(ZCreateTemplatePayloadSchema),
+  file: zfd.file(),
+});
+
 export const ZCreateDocumentFromDirectTemplateRequestSchema = z.object({
   directRecipientName: z.string().max(255).optional(),
   directRecipientEmail: z.string().email().max(254),
@@ -224,6 +230,7 @@ export const ZCreateTemplateV2ResponseSchema = z.object({
 });
 
 export const ZCreateTemplateResponseSchema = z.object({
+  envelopeId: z.string(),
   legacyTemplateId: z.number(),
 });
 
@@ -273,6 +280,7 @@ export const ZBulkSendTemplateMutationSchema = z.object({
   sendImmediately: z.boolean(),
 });
 
+export type TCreateTemplatePayloadSchema = z.infer<typeof ZCreateTemplatePayloadSchema>;
 export type TCreateTemplateMutationSchema = z.infer<typeof ZCreateTemplateMutationSchema>;
 export type TDuplicateTemplateMutationSchema = z.infer<typeof ZDuplicateTemplateMutationSchema>;
 export type TDeleteTemplateMutationSchema = z.infer<typeof ZDeleteTemplateMutationSchema>;