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

@ -1,4 +1,8 @@
import type { DocumentDistributionMethod, DocumentSigningOrder } from '@prisma/client';
import {
type DocumentDistributionMethod,
type DocumentSigningOrder,
EnvelopeType,
} from '@prisma/client';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@ -11,16 +15,16 @@ import { prisma } from '@documenso/prisma';
import type { SupportedLanguageCodes } from '../../constants/i18n';
import { AppError, AppErrorCode } from '../../errors/app-error';
import type { TDocumentEmailSettings } from '../../types/document-email';
import { getDocumentWhereInput } from '../document/get-document-by-id';
import type { EnvelopeIdOptions } from '../../utils/envelope';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export type CreateDocumentMetaOptions = {
userId: number;
teamId: number;
documentId: number;
id: EnvelopeIdOptions;
subject?: string;
message?: string;
timezone?: string;
password?: string;
dateFormat?: string;
redirectUrl?: string;
emailId?: string | null;
@ -36,15 +40,14 @@ export type CreateDocumentMetaOptions = {
requestMetadata: ApiRequestMetadata;
};
export const upsertDocumentMeta = async ({
export const updateDocumentMeta = async ({
id,
userId,
teamId,
subject,
message,
timezone,
dateFormat,
documentId,
password,
redirectUrl,
signingOrder,
allowDictateNextSigner,
@ -58,26 +61,27 @@ export const upsertDocumentMeta = async ({
language,
requestMetadata,
}: CreateDocumentMetaOptions) => {
const { documentWhereInput, team } = await getDocumentWhereInput({
documentId,
const { envelopeWhereInput, team } = await getEnvelopeWhereInput({
id,
type: null, // Allow updating both documents and templates meta.
userId,
teamId,
});
const document = await prisma.document.findFirst({
where: documentWhereInput,
const envelope = await prisma.envelope.findFirst({
where: envelopeWhereInput,
include: {
documentMeta: true,
},
});
if (!document) {
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document not found',
});
}
const { documentMeta: originalDocumentMeta } = document;
const { documentMeta: originalDocumentMeta } = envelope;
// Validate the emailId belongs to the organisation.
if (emailId) {
@ -96,33 +100,13 @@ export const upsertDocumentMeta = async ({
}
return await prisma.$transaction(async (tx) => {
const upsertedDocumentMeta = await tx.documentMeta.upsert({
const upsertedDocumentMeta = await tx.documentMeta.update({
where: {
documentId,
id: envelope.documentMetaId,
},
create: {
data: {
subject,
message,
password,
dateFormat,
timezone,
documentId,
redirectUrl,
signingOrder,
allowDictateNextSigner,
emailId,
emailReplyTo,
emailSettings,
distributionMethod,
typedSignatureEnabled,
uploadSignatureEnabled,
drawSignatureEnabled,
language,
},
update: {
subject,
message,
password,
dateFormat,
timezone,
redirectUrl,
@ -141,11 +125,12 @@ export const upsertDocumentMeta = async ({
const changes = diffDocumentMetaChanges(originalDocumentMeta ?? {}, upsertedDocumentMeta);
if (changes.length > 0) {
// Create audit logs only for document type envelopes.
if (changes.length > 0 && envelope.type === EnvelopeType.DOCUMENT) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED,
documentId,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
changes: diffDocumentMetaChanges(originalDocumentMeta ?? {}, upsertedDocumentMeta),