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feat: optional email sending for api users

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Introduces the ability to not send an email when sending
(publishing) a document using the API.

Additionally returns the signing link for each recipient
when working with recipient API endpoints and returns
the document object including recipients when sending
documents via API.
This commit is contained in:
Mythie
2024-05-24 23:36:28 +10:00
parent ef5d267e96
commit 6650a1d72e
3 changed files with 130 additions and 88 deletions
Download Patch File Download Diff File Expand all files Collapse all files

170
packages/lib/server-only/document/send-document.tsx
View File

@ -28,6 +28,7 @@ export type SendDocumentOptions = {
documentId: number;
userId: number;
teamId?: number;
sendEmail?: boolean;
requestMetadata?: RequestMetadata;
};
@ -35,6 +36,7 @@ export const sendDocument = async ({
documentId,
userId,
teamId,
sendEmail = true,
requestMetadata,
}: SendDocumentOptions) => {
const user = await prisma.user.findFirstOrThrow({
@ -120,98 +122,102 @@ export const sendDocument = async ({
Object.assign(document, result);
}
await Promise.all(
document.Recipient.map(async (recipient) => {
if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
return;
}
if (sendEmail) {
await Promise.all(
document.Recipient.map(async (recipient) => {
if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
return;
}
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
const { email, name } = recipient;
const selfSigner = email === user.email;
const { email, name } = recipient;
const selfSigner = email === user.email;
const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
recipient.role
].actionVerb.toLowerCase()} it.`;
const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
recipient.role
].actionVerb.toLowerCase()} it.`;
const customEmailTemplate = {
'signer.name': name,
'signer.email': email,
'document.name': document.title,
};
const customEmailTemplate = {
'signer.name': name,
'signer.email': email,
'document.name': document.title,
};
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
const template = createElement(DocumentInviteEmailTemplate, {
documentName: document.title,
inviterName: user.name || undefined,
inviterEmail: user.email,
assetBaseUrl,
signDocumentLink,
customBody: renderCustomEmailTemplate(
selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
customEmailTemplate,
),
role: recipient.role,
selfSigner,
});
const template = createElement(DocumentInviteEmailTemplate, {
documentName: document.title,
inviterName: user.name || undefined,
inviterEmail: user.email,
assetBaseUrl,
signDocumentLink,
customBody: renderCustomEmailTemplate(
selfSigner && !customEmail?.message
? selfSignerCustomEmail
: customEmail?.message || '',
customEmailTemplate,
),
role: recipient.role,
selfSigner,
});
const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
const emailSubject = selfSigner
? `Please ${actionVerb.toLowerCase()} your document`
: `Please ${actionVerb.toLowerCase()} this document`;
const emailSubject = selfSigner
? `Please ${actionVerb.toLowerCase()} your document`
: `Please ${actionVerb.toLowerCase()} this document`;
await prisma.$transaction(
async (tx) => {
await mailer.sendMail({
to: {
address: email,
name,
},
from: {
name: FROM_NAME,
address: FROM_ADDRESS,
},
subject: customEmail?.subject
? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
: emailSubject,
html: render(template),
text: render(template, { plainText: true }),
});
await tx.recipient.update({
where: {
id: recipient.id,
},
data: {
sendStatus: SendStatus.SENT,
},
});
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
documentId: document.id,
user,
requestMetadata,
data: {
emailType: recipientEmailType,
recipientEmail: recipient.email,
recipientName: recipient.name,
recipientRole: recipient.role,
recipientId: recipient.id,
isResending: false,
await prisma.$transaction(
async (tx) => {
await mailer.sendMail({
to: {
address: email,
name,
},
}),
});
},
{ timeout: 30_000 },
);
}),
);
from: {
name: FROM_NAME,
address: FROM_ADDRESS,
},
subject: customEmail?.subject
? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
: emailSubject,
html: render(template),
text: render(template, { plainText: true }),
});
await tx.recipient.update({
where: {
id: recipient.id,
},
data: {
sendStatus: SendStatus.SENT,
},
});
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
documentId: document.id,
user,
requestMetadata,
data: {
emailType: recipientEmailType,
recipientEmail: recipient.email,
recipientName: recipient.name,
recipientRole: recipient.role,
recipientId: recipient.id,
isResending: false,
},
}),
});
},
{ timeout: 30_000 },
);
}),
);
}
const allRecipientsHaveNoActionToTake = document.Recipient.every(
(recipient) => recipient.role === RecipientRole.CC,