feat: add envelopes (#2025)

This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.
This commit is contained in:
David Nguyen
2025-10-14 21:56:36 +11:00
committed by GitHub
parent 7b17156e56
commit 7f09ba72f4
447 changed files with 33467 additions and 9622 deletions

View File

@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
import {
DocumentSource,
DocumentStatus,
EnvelopeType,
OrganisationType,
RecipientRole,
SendStatus,
@ -23,6 +24,7 @@ import { getEmailContext } from '../../../server-only/email/get-email-context';
import { DOCUMENT_AUDIT_LOG_TYPE } from '../../../types/document-audit-logs';
import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
import { createDocumentAuditLogData } from '../../../utils/document-audit-logs';
import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
import { renderCustomEmailTemplate } from '../../../utils/render-custom-email-template';
import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
import type { JobRunIO } from '../../client/_internal/job';
@ -37,7 +39,7 @@ export const run = async ({
}) => {
const { userId, documentId, recipientId, requestMetadata } = payload;
const [user, document, recipient] = await Promise.all([
const [user, envelope, recipient] = await Promise.all([
prisma.user.findFirstOrThrow({
where: {
id: userId,
@ -48,9 +50,15 @@ export const run = async ({
name: true,
},
}),
prisma.document.findFirstOrThrow({
prisma.envelope.findFirstOrThrow({
where: {
id: documentId,
...unsafeBuildEnvelopeIdQuery(
{
type: 'documentId',
id: documentId,
},
EnvelopeType.DOCUMENT,
),
status: DocumentStatus.PENDING,
},
include: {
@ -70,14 +78,14 @@ export const run = async ({
}),
]);
const { documentMeta, team } = document;
const { documentMeta, team } = envelope;
if (recipient.role === RecipientRole.CC) {
return;
}
const isRecipientSigningRequestEmailEnabled = extractDerivedDocumentEmailSettings(
document.documentMeta,
envelope.documentMeta,
).recipientSigningRequest;
if (!isRecipientSigningRequestEmailEnabled) {
@ -89,13 +97,13 @@ export const run = async ({
emailType: 'RECIPIENT',
source: {
type: 'team',
teamId: document.teamId,
teamId: envelope.teamId,
},
meta: document.documentMeta,
meta: envelope.documentMeta,
});
const customEmail = document?.documentMeta;
const isDirectTemplate = document.source === DocumentSource.TEMPLATE_DIRECT_LINK;
const customEmail = envelope?.documentMeta;
const isDirectTemplate = envelope.source === DocumentSource.TEMPLATE_DIRECT_LINK;
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
@ -113,7 +121,7 @@ export const run = async ({
if (selfSigner) {
emailMessage = i18n._(
msg`You have initiated the document ${`"${document.title}"`} that requires you to ${recipientActionVerb} it.`,
msg`You have initiated the document ${`"${envelope.title}"`} that requires you to ${recipientActionVerb} it.`,
);
emailSubject = i18n._(msg`Please ${recipientActionVerb} your document`);
}
@ -136,8 +144,8 @@ export const run = async ({
emailMessage = i18n._(
settings.includeSenderDetails
? msg`${inviterName} on behalf of "${team.name}" has invited you to ${recipientActionVerb} the document "${document.title}".`
: msg`${team.name} has invited you to ${recipientActionVerb} the document "${document.title}".`,
? msg`${inviterName} on behalf of "${team.name}" has invited you to ${recipientActionVerb} the document "${envelope.title}".`
: msg`${team.name} has invited you to ${recipientActionVerb} the document "${envelope.title}".`,
);
}
}
@ -145,14 +153,14 @@ export const run = async ({
const customEmailTemplate = {
'signer.name': name,
'signer.email': email,
'document.name': document.title,
'document.name': envelope.title,
};
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,
documentName: envelope.title,
inviterName: user.name || undefined,
inviterEmail:
organisationType === OrganisationType.ORGANISATION
@ -210,7 +218,7 @@ export const run = async ({
await prisma.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
documentId: document.id,
envelopeId: envelope.id,
user,
requestMetadata,
data: {