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feat: add envelopes (#2025)

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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
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42
packages/lib/server-only/document/search-documents-with-keyword.ts
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@ -1,5 +1,6 @@
import type { Document, Recipient, User } from '@prisma/client';
import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@prisma/client';
import { DocumentStatus, EnvelopeType } from '@prisma/client';
import type { Envelope, Recipient, User } from '@prisma/client';
import { DocumentVisibility, TeamMemberRole } from '@prisma/client';
import { match } from 'ts-pattern';
import {
@ -9,6 +10,8 @@ import {
} from '@documenso/lib/utils/teams';
import { prisma } from '@documenso/prisma';
import { mapSecondaryIdToDocumentId } from '../../utils/envelope';
export type SearchDocumentsWithKeywordOptions = {
query: string;
userId: number;
@ -26,8 +29,9 @@ export const searchDocumentsWithKeyword = async ({
},
});
const documents = await prisma.document.findMany({
const envelopes = await prisma.envelope.findMany({
where: {
type: EnvelopeType.DOCUMENT,
OR: [
{
title: {
@ -128,26 +132,26 @@ export const searchDocumentsWithKeyword = async ({
take: limit,
});
const isOwner = (document: Document, user: User) => document.userId === user.id;
const isOwner = (envelope: Envelope, user: User) => envelope.userId === user.id;
const getSigningLink = (recipients: Recipient[], user: User) =>
`/sign/${recipients.find((r) => r.email === user.email)?.token}`;
const maskedDocuments = documents
.filter((document) => {
if (!document.teamId || isOwner(document, user)) {
const maskedDocuments = envelopes
.filter((envelope) => {
if (!envelope.teamId || isOwner(envelope, user)) {
return true;
}
const teamMemberRole = getHighestTeamRoleInGroup(
document.team.teamGroups.filter((tg) => tg.teamId === document.teamId),
envelope.team.teamGroups.filter((tg) => tg.teamId === envelope.teamId),
);
if (!teamMemberRole) {
return false;
}
const canAccessDocument = match([document.visibility, teamMemberRole])
const canAccessDocument = match([envelope.visibility, teamMemberRole])
.with([DocumentVisibility.EVERYONE, TeamMemberRole.ADMIN], () => true)
.with([DocumentVisibility.EVERYONE, TeamMemberRole.MANAGER], () => true)
.with([DocumentVisibility.EVERYONE, TeamMemberRole.MEMBER], () => true)
@ -158,23 +162,29 @@ export const searchDocumentsWithKeyword = async ({
return canAccessDocument;
})
.map((document) => {
const { recipients, ...documentWithoutRecipient } = document;
.map((envelope) => {
const { recipients, ...documentWithoutRecipient } = envelope;
let documentPath;
if (isOwner(document, user)) {
documentPath = `${formatDocumentsPath(document.team?.url)}/${document.id}`;
} else if (document.teamId && document.team.teamGroups.length > 0) {
documentPath = `${formatDocumentsPath(document.team.url)}/${document.id}`;
const legacyDocumentId = mapSecondaryIdToDocumentId(envelope.secondaryId);
if (isOwner(envelope, user)) {
documentPath = `${formatDocumentsPath(envelope.team.url)}/${legacyDocumentId}`;
} else if (envelope.teamId && envelope.team.teamGroups.length > 0) {
documentPath = `${formatDocumentsPath(envelope.team.url)}/${legacyDocumentId}`;
} else {
documentPath = getSigningLink(recipients, user);
}
return {
...documentWithoutRecipient,
team: {
id: envelope.teamId,
url: envelope.team.url,
},
path: documentPath,
value: [document.id, document.title, ...document.recipients.map((r) => r.email)].join(' '),
value: [envelope.id, envelope.title, ...envelope.recipients.map((r) => r.email)].join(' '),
};
});