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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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36
packages/lib/server-only/recipient/update-template-recipients.ts
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@ -1,4 +1,4 @@
import { RecipientRole } from '@prisma/client';
import { EnvelopeType, RecipientRole } from '@prisma/client';
import { SendStatus, SigningStatus } from '@prisma/client';
import type { TRecipientAccessAuthTypes } from '@documenso/lib/types/document-auth';
@ -10,7 +10,9 @@ import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
import { mapFieldToLegacyField } from '../../utils/fields';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface UpdateTemplateRecipientsOptions {
userId: number;
@ -33,11 +35,18 @@ export const updateTemplateRecipients = async ({
templateId,
recipients,
}: UpdateTemplateRecipientsOptions) => {
const template = await prisma.template.findFirst({
where: {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'templateId',
id: templateId,
team: buildTeamWhereQuery({ teamId, userId }),
},
type: EnvelopeType.TEMPLATE,
userId,
teamId,
});
const envelope = await prisma.envelope.findFirst({
where: envelopeWhereInput,
include: {
recipients: true,
team: {
@ -52,7 +61,7 @@ export const updateTemplateRecipients = async ({
},
});
if (!template) {
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found',
});
@ -63,14 +72,14 @@ export const updateTemplateRecipients = async ({
);
// Check if user has permission to set the global action auth.
if (recipientsHaveActionAuth && !template.team.organisation.organisationClaim.flags.cfr21) {
if (recipientsHaveActionAuth && !envelope.team.organisation.organisationClaim.flags.cfr21) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have permission to set the action auth',
});
}
const recipientsToUpdate = recipients.map((recipient) => {
const originalRecipient = template.recipients.find(
const originalRecipient = envelope.recipients.find(
(existingRecipient) => existingRecipient.id === recipient.id,
);
@ -109,14 +118,14 @@ export const updateTemplateRecipients = async ({
const updatedRecipient = await tx.recipient.update({
where: {
id: originalRecipient.id,
templateId,
envelopeId: envelope.id,
},
data: {
name: mergedRecipient.name,
email: mergedRecipient.email,
role: mergedRecipient.role,
signingOrder: mergedRecipient.signingOrder,
templateId,
envelopeId: envelope.id,
sendStatus:
mergedRecipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
signingStatus:
@ -149,6 +158,11 @@ export const updateTemplateRecipients = async ({
});
return {
recipients: updatedRecipients,
recipients: updatedRecipients.map((recipient) => ({
...recipient,
documentId: null,
templateId: mapSecondaryIdToTemplateId(envelope.secondaryId),
fields: recipient.fields.map((field) => mapFieldToLegacyField(field, envelope)),
})),
};
};