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

@ -1,8 +1,8 @@
import { createElement } from 'react';
import { msg } from '@lingui/core/macro';
import type { Document, DocumentMeta, Recipient, User } from '@prisma/client';
import { DocumentStatus, SendStatus, WebhookTriggerEvents } from '@prisma/client';
import type { DocumentMeta, Envelope, Recipient, User } from '@prisma/client';
import { DocumentStatus, EnvelopeType, SendStatus, WebhookTriggerEvents } from '@prisma/client';
import { mailer } from '@documenso/email/mailer';
import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
@ -15,18 +15,19 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
import {
ZWebhookDocumentSchema,
mapDocumentToWebhookDocumentPayload,
mapEnvelopeToWebhookDocumentPayload,
} from '../../types/webhook-payload';
import type { ApiRequestMetadata } from '../../universal/extract-request-metadata';
import { isDocumentCompleted } from '../../utils/document';
import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
import { type EnvelopeIdOptions, unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
import { getEmailContext } from '../email/get-email-context';
import { getMemberRoles } from '../team/get-member-roles';
import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
export type DeleteDocumentOptions = {
id: number;
id: EnvelopeIdOptions;
userId: number;
teamId: number;
requestMetadata: ApiRequestMetadata;
@ -50,24 +51,23 @@ export const deleteDocument = async ({
});
}
const document = await prisma.document.findUnique({
where: {
id,
},
// Note: This is an unsafe request, we validate the ownership later in the function.
const envelope = await prisma.envelope.findUnique({
where: unsafeBuildEnvelopeIdQuery(id, EnvelopeType.DOCUMENT),
include: {
recipients: true,
documentMeta: true,
},
});
if (!document) {
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document not found',
});
}
const isUserTeamMember = await getMemberRoles({
teamId: document.teamId,
teamId: envelope.teamId,
reference: {
type: 'User',
id: userId,
@ -76,8 +76,8 @@ export const deleteDocument = async ({
.then(() => true)
.catch(() => false);
const isUserOwner = document.userId === userId;
const userRecipient = document.recipients.find((recipient) => recipient.email === user.email);
const isUserOwner = envelope.userId === userId;
const userRecipient = envelope.recipients.find((recipient) => recipient.email === user.email);
if (!isUserOwner && !isUserTeamMember && !userRecipient) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
@ -88,7 +88,7 @@ export const deleteDocument = async ({
// Handle hard or soft deleting the actual document if user has permission.
if (isUserOwner || isUserTeamMember) {
await handleDocumentOwnerDelete({
document,
envelope,
user,
requestMetadata,
});
@ -113,27 +113,16 @@ export const deleteDocument = async ({
await triggerWebhook({
event: WebhookTriggerEvents.DOCUMENT_CANCELLED,
data: ZWebhookDocumentSchema.parse(mapDocumentToWebhookDocumentPayload(document)),
data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
userId,
teamId,
});
// Return partial document for API v1 response.
return {
id: document.id,
userId: document.userId,
teamId: document.teamId,
title: document.title,
status: document.status,
documentDataId: document.documentDataId,
createdAt: document.createdAt,
updatedAt: document.updatedAt,
completedAt: document.completedAt,
};
return envelope;
};
type HandleDocumentOwnerDeleteOptions = {
document: Document & {
envelope: Envelope & {
recipients: Recipient[];
documentMeta: DocumentMeta | null;
};
@ -142,11 +131,11 @@ type HandleDocumentOwnerDeleteOptions = {
};
const handleDocumentOwnerDelete = async ({
document,
envelope,
user,
requestMetadata,
}: HandleDocumentOwnerDeleteOptions) => {
if (document.deletedAt) {
if (envelope.deletedAt) {
return;
}
@ -154,17 +143,17 @@ const handleDocumentOwnerDelete = async ({
emailType: 'RECIPIENT',
source: {
type: 'team',
teamId: document.teamId,
teamId: envelope.teamId,
},
meta: document.documentMeta,
meta: envelope.documentMeta,
});
// Soft delete completed documents.
if (isDocumentCompleted(document.status)) {
if (isDocumentCompleted(envelope.status)) {
return await prisma.$transaction(async (tx) => {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
documentId: document.id,
envelopeId: envelope.id,
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
metadata: requestMetadata,
data: {
@ -173,9 +162,9 @@ const handleDocumentOwnerDelete = async ({
}),
});
return await tx.document.update({
return await tx.envelope.update({
where: {
id: document.id,
id: envelope.id,
},
data: {
deletedAt: new Date().toISOString(),
@ -185,12 +174,12 @@ const handleDocumentOwnerDelete = async ({
}
// Hard delete draft and pending documents.
const deletedDocument = await prisma.$transaction(async (tx) => {
const deletedEnvelope = await prisma.$transaction(async (tx) => {
// Currently redundant since deleting a document will delete the audit logs.
// However may be useful if we disassociate audit logs and documents if required.
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
documentId: document.id,
envelopeId: envelope.id,
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
metadata: requestMetadata,
data: {
@ -199,9 +188,9 @@ const handleDocumentOwnerDelete = async ({
}),
});
return await tx.document.delete({
return await tx.envelope.delete({
where: {
id: document.id,
id: envelope.id,
status: {
not: DocumentStatus.COMPLETED,
},
@ -209,17 +198,17 @@ const handleDocumentOwnerDelete = async ({
});
});
const isDocumentDeleteEmailEnabled = extractDerivedDocumentEmailSettings(
document.documentMeta,
const isEnvelopeDeleteEmailEnabled = extractDerivedDocumentEmailSettings(
envelope.documentMeta,
).documentDeleted;
if (!isDocumentDeleteEmailEnabled) {
return deletedDocument;
if (!isEnvelopeDeleteEmailEnabled) {
return deletedEnvelope;
}
// Send cancellation emails to recipients.
await Promise.all(
document.recipients.map(async (recipient) => {
envelope.recipients.map(async (recipient) => {
if (recipient.sendStatus !== SendStatus.SENT) {
return;
}
@ -227,7 +216,7 @@ const handleDocumentOwnerDelete = async ({
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const template = createElement(DocumentCancelTemplate, {
documentName: document.title,
documentName: envelope.title,
inviterName: user.name || undefined,
inviterEmail: user.email,
assetBaseUrl,
@ -258,5 +247,5 @@ const handleDocumentOwnerDelete = async ({
}),
);
return deletedDocument;
return deletedEnvelope;
};