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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
GitHub
@ -0,0 +1,57 @@
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-- DropForeignKey
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ALTER TABLE "TemplateMeta" DROP CONSTRAINT "TemplateMeta_templateId_fkey";
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-- AlterTable
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ALTER TABLE "DocumentMeta" ADD COLUMN "templateId" INTEGER,
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ALTER COLUMN "documentId" DROP NOT NULL;
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-- [CUSTOM_CHANGE] Migrate existing TemplateMeta to DocumentMeta
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INSERT INTO "DocumentMeta" (
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"id",
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"subject",
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"message",
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"timezone",
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"password",
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"dateFormat",
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"redirectUrl",
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"signingOrder",
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"allowDictateNextSigner",
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"typedSignatureEnabled",
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"uploadSignatureEnabled",
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"drawSignatureEnabled",
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"language",
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"distributionMethod",
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"emailSettings",
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"emailReplyTo",
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"emailId",
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"templateId"
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)
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SELECT
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gen_random_uuid()::text, -- Generate new CUID-like IDs to avoid collisions
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"subject",
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"message",
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"timezone",
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"password",
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"dateFormat",
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"redirectUrl",
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"signingOrder",
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"allowDictateNextSigner",
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"typedSignatureEnabled",
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"uploadSignatureEnabled",
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"drawSignatureEnabled",
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"language",
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"distributionMethod",
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"emailSettings",
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"emailReplyTo",
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"emailId",
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"templateId"
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FROM "TemplateMeta";
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-- DropTable
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DROP TABLE "TemplateMeta";
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-- CreateIndex
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CREATE UNIQUE INDEX "DocumentMeta_templateId_key" ON "DocumentMeta"("templateId");
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-- AddForeignKey
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ALTER TABLE "DocumentMeta" ADD CONSTRAINT "DocumentMeta_templateId_fkey" FOREIGN KEY ("templateId") REFERENCES "Template"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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@ -0,0 +1,470 @@
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/*
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Warnings:
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- You are about to drop the column `documentId` on the `DocumentAuditLog` table. All the data in the column will be lost.
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- You are about to drop the column `documentId` on the `DocumentMeta` table. All the data in the column will be lost.
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- You are about to drop the column `password` on the `DocumentMeta` table. All the data in the column will be lost.
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- You are about to drop the column `templateId` on the `DocumentMeta` table. All the data in the column will be lost.
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- You are about to drop the column `documentId` on the `DocumentShareLink` table. All the data in the column will be lost.
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- You are about to drop the column `documentId` on the `Field` table. All the data in the column will be lost.
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- You are about to drop the column `templateId` on the `Field` table. All the data in the column will be lost.
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- You are about to drop the column `documentId` on the `Recipient` table. All the data in the column will be lost.
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- You are about to drop the column `templateId` on the `Recipient` table. All the data in the column will be lost.
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- You are about to drop the column `templateId` on the `TemplateDirectLink` table. All the data in the column will be lost.
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- You are about to drop the `Document` table. If the table is not empty, all the data it contains will be lost.
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- You are about to drop the `Template` table. If the table is not empty, all the data it contains will be lost.
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- A unique constraint covering the columns `[envelopeId,email]` on the table `DocumentShareLink` will be added. If there are existing duplicate values, this will fail.
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- A unique constraint covering the columns `[envelopeId,email]` on the table `Recipient` will be added. If there are existing duplicate values, this will fail.
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- A unique constraint covering the columns `[envelopeId]` on the table `TemplateDirectLink` will be added. If there are existing duplicate values, this will fail.
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- Added the required column `envelopeId` to the `DocumentAuditLog` table without a default value. This is not possible if the table is not empty.
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- Added the required column `envelopeId` to the `DocumentShareLink` table without a default value. This is not possible if the table is not empty.
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- Added the required column `envelopeId` to the `Field` table without a default value. This is not possible if the table is not empty.
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- Added the required column `envelopeItemId` to the `Field` table without a default value. This is not possible if the table is not empty.
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- Added the required column `envelopeId` to the `Recipient` table without a default value. This is not possible if the table is not empty.
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- Added the required column `envelopeId` to the `TemplateDirectLink` table without a default value. This is not possible if the table is not empty.
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*/
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-- CreateEnum
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CREATE TYPE "EnvelopeType" AS ENUM ('DOCUMENT', 'TEMPLATE');
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-- DropForeignKey
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ALTER TABLE "Document" DROP CONSTRAINT "Document_documentDataId_fkey";
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-- DropForeignKey
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ALTER TABLE "Document" DROP CONSTRAINT "Document_folderId_fkey";
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-- DropForeignKey
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ALTER TABLE "Document" DROP CONSTRAINT "Document_teamId_fkey";
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-- DropForeignKey
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ALTER TABLE "Document" DROP CONSTRAINT "Document_templateId_fkey";
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-- DropForeignKey
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ALTER TABLE "Document" DROP CONSTRAINT "Document_userId_fkey";
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-- DropForeignKey
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ALTER TABLE "DocumentAuditLog" DROP CONSTRAINT "DocumentAuditLog_documentId_fkey";
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-- DropForeignKey
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ALTER TABLE "DocumentMeta" DROP CONSTRAINT "DocumentMeta_documentId_fkey";
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-- DropForeignKey
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ALTER TABLE "DocumentMeta" DROP CONSTRAINT "DocumentMeta_templateId_fkey";
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-- DropForeignKey
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ALTER TABLE "DocumentShareLink" DROP CONSTRAINT "DocumentShareLink_documentId_fkey";
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-- DropForeignKey
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ALTER TABLE "Field" DROP CONSTRAINT "Field_documentId_fkey";
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-- DropForeignKey
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ALTER TABLE "Field" DROP CONSTRAINT "Field_templateId_fkey";
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-- DropForeignKey
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ALTER TABLE "Recipient" DROP CONSTRAINT "Recipient_documentId_fkey";
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-- DropForeignKey
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ALTER TABLE "Recipient" DROP CONSTRAINT "Recipient_templateId_fkey";
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-- DropForeignKey
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ALTER TABLE "Template" DROP CONSTRAINT "Template_folderId_fkey";
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-- DropForeignKey
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ALTER TABLE "Template" DROP CONSTRAINT "Template_teamId_fkey";
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-- DropForeignKey
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ALTER TABLE "Template" DROP CONSTRAINT "Template_templateDocumentDataId_fkey";
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-- DropForeignKey
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ALTER TABLE "Template" DROP CONSTRAINT "Template_userId_fkey";
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-- DropForeignKey
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ALTER TABLE "TemplateDirectLink" DROP CONSTRAINT "TemplateDirectLink_templateId_fkey";
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-- DropIndex
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DROP INDEX "DocumentMeta_documentId_key";
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-- DropIndex
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DROP INDEX "DocumentMeta_templateId_key";
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-- DropIndex
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DROP INDEX "DocumentShareLink_documentId_email_key";
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-- DropIndex
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DROP INDEX "Field_documentId_idx";
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-- DropIndex
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DROP INDEX "Field_templateId_idx";
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-- DropIndex
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DROP INDEX "Recipient_documentId_idx";
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-- DropIndex
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DROP INDEX "Recipient_templateId_idx";
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-- DropIndex
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DROP INDEX "TemplateDirectLink_templateId_key";
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-- [CUSTOM_CHANGE] Create DocumentMeta records for Documents that don't have them
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INSERT INTO "DocumentMeta" ("id", "documentId")
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SELECT
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gen_random_uuid(),
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id
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FROM "Document"
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WHERE "id" NOT IN (SELECT "documentId" FROM "DocumentMeta" WHERE "documentId" IS NOT NULL);
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-- [CUSTOM_CHANGE] Create DocumentMeta records for Templates that don't have them
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INSERT INTO "DocumentMeta" ("id", "templateId")
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SELECT
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gen_random_uuid(),
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id
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FROM "Template"
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WHERE "id" NOT IN (SELECT "templateId" FROM "DocumentMeta" WHERE "templateId" IS NOT NULL);
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-- AlterTable
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ALTER TABLE "DocumentAuditLog" ADD COLUMN "envelopeId" TEXT;
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-- AlterTable
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ALTER TABLE "DocumentShareLink" ADD COLUMN "envelopeId" TEXT;
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-- AlterTable
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ALTER TABLE "Field" ADD COLUMN "envelopeId" TEXT,
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ADD COLUMN "envelopeItemId" TEXT;
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-- AlterTable
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ALTER TABLE "Recipient" ADD COLUMN "envelopeId" TEXT;
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-- AlterTable
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ALTER TABLE "TemplateDirectLink" ADD COLUMN "envelopeId" TEXT;
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-- CreateTable
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CREATE TABLE "Envelope" (
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"id" TEXT NOT NULL,
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"secondaryId" TEXT NOT NULL,
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"externalId" TEXT,
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"type" "EnvelopeType" NOT NULL,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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"updatedAt" TIMESTAMP(3) NOT NULL,
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"completedAt" TIMESTAMP(3),
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"deletedAt" TIMESTAMP(3),
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"title" TEXT NOT NULL,
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"status" "DocumentStatus" NOT NULL DEFAULT 'DRAFT',
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"source" "DocumentSource" NOT NULL,
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"qrToken" TEXT,
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"internalVersion" INTEGER NOT NULL,
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"useLegacyFieldInsertion" BOOLEAN NOT NULL DEFAULT false,
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"authOptions" JSONB,
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"formValues" JSONB,
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"visibility" "DocumentVisibility" NOT NULL DEFAULT 'EVERYONE',
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"templateType" "TemplateType" NOT NULL DEFAULT 'PRIVATE',
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"publicTitle" TEXT NOT NULL DEFAULT '',
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"publicDescription" TEXT NOT NULL DEFAULT '',
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"templateId" INTEGER,
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"userId" INTEGER NOT NULL,
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"teamId" INTEGER NOT NULL,
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"folderId" TEXT,
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"documentMetaId" TEXT NOT NULL,
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CONSTRAINT "Envelope_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "EnvelopeItem" (
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"id" TEXT NOT NULL,
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"title" TEXT NOT NULL,
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"documentDataId" TEXT NOT NULL,
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"envelopeId" TEXT NOT NULL,
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"order" INTEGER NOT NULL,
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CONSTRAINT "EnvelopeItem_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "Counter" (
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"id" TEXT NOT NULL,
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"value" INTEGER NOT NULL,
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CONSTRAINT "Counter_pkey" PRIMARY KEY ("id")
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);
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-- [CUSTOM_CHANGE] Initialize Counter table for document and template IDs
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INSERT INTO "Counter" ("id", "value") VALUES ('document', (SELECT COALESCE(MAX("id"), 0) FROM "Document"));
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INSERT INTO "Counter" ("id", "value") VALUES ('template', (SELECT COALESCE(MAX("id"), 0) FROM "Template"));
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-- [CUSTOM_CHANGE] Migrate Documents to Envelopes
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INSERT INTO "Envelope" (
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"id",
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"secondaryId",
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"externalId",
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"type",
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"createdAt",
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"updatedAt",
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"completedAt",
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"deletedAt",
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"title",
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"status",
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"source",
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"qrToken",
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"internalVersion",
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"useLegacyFieldInsertion",
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"authOptions",
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"formValues",
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"visibility",
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"templateType",
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"publicTitle",
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"publicDescription",
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"templateId",
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"userId",
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"teamId",
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"folderId",
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"documentMetaId"
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)
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SELECT
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generate_prefix_id('envelope'),
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'document_' || d."id", -- Create legacy ID for documents
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d."externalId",
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'DOCUMENT'::"EnvelopeType",
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d."createdAt",
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d."updatedAt",
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d."completedAt",
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d."deletedAt",
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||||
d."title",
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||||
d."status",
|
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d."source",
|
||||
d."qrToken",
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||||
1,
|
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d."useLegacyFieldInsertion",
|
||||
d."authOptions",
|
||||
d."formValues",
|
||||
d."visibility",
|
||||
'PRIVATE',
|
||||
'',
|
||||
'',
|
||||
d."templateId",
|
||||
d."userId",
|
||||
d."teamId",
|
||||
d."folderId",
|
||||
dm."id"
|
||||
FROM "Document" d
|
||||
LEFT JOIN "DocumentMeta" dm ON dm."documentId" = d."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Migrate Templates to Envelopes
|
||||
INSERT INTO "Envelope" (
|
||||
"id",
|
||||
"secondaryId",
|
||||
"externalId",
|
||||
"type",
|
||||
"createdAt",
|
||||
"updatedAt",
|
||||
"completedAt",
|
||||
"deletedAt",
|
||||
"title",
|
||||
"status",
|
||||
"source",
|
||||
"qrToken",
|
||||
"internalVersion",
|
||||
"useLegacyFieldInsertion",
|
||||
"authOptions",
|
||||
"formValues",
|
||||
"visibility",
|
||||
"templateType",
|
||||
"publicTitle",
|
||||
"publicDescription",
|
||||
"templateId",
|
||||
"userId",
|
||||
"teamId",
|
||||
"folderId",
|
||||
"documentMetaId"
|
||||
)
|
||||
SELECT
|
||||
generate_prefix_id('envelope'),
|
||||
'template_' || t."id", -- Create legacy ID for templates
|
||||
t."externalId",
|
||||
'TEMPLATE'::"EnvelopeType",
|
||||
t."createdAt",
|
||||
t."updatedAt",
|
||||
NULL,
|
||||
NULL,
|
||||
t."title",
|
||||
'DRAFT',
|
||||
'TEMPLATE'::"DocumentSource",
|
||||
NULL,
|
||||
1,
|
||||
t."useLegacyFieldInsertion",
|
||||
t."authOptions",
|
||||
NULL,
|
||||
t."visibility",
|
||||
t."type",
|
||||
t."publicTitle",
|
||||
t."publicDescription",
|
||||
NULL,
|
||||
t."userId",
|
||||
t."teamId",
|
||||
t."folderId",
|
||||
dm."id"
|
||||
FROM "Template" t
|
||||
LEFT JOIN "DocumentMeta" dm ON dm."templateId" = t."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Create EnvelopeItems for Documents
|
||||
INSERT INTO "EnvelopeItem" ("id", "title", "documentDataId", "envelopeId", "order")
|
||||
SELECT
|
||||
generate_prefix_id('envelope_item'),
|
||||
d."title",
|
||||
d."documentDataId",
|
||||
e."id",
|
||||
1
|
||||
FROM "Document" d
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'document_' || d."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Create EnvelopeItems for Templates
|
||||
INSERT INTO "EnvelopeItem" ("id", "title", "documentDataId", "envelopeId", "order")
|
||||
SELECT
|
||||
generate_prefix_id('envelope_item'),
|
||||
t."title",
|
||||
t."templateDocumentDataId",
|
||||
e."id",
|
||||
1
|
||||
FROM "Template" t
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'template_' || t."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update DocumentAuditLog with envelope IDs
|
||||
UPDATE "DocumentAuditLog"
|
||||
SET "envelopeId" = e."id"
|
||||
FROM "Document" d
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'document_' || d."id"
|
||||
WHERE "DocumentAuditLog"."documentId" = d."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update Recipients for Documents
|
||||
UPDATE "Recipient"
|
||||
SET "envelopeId" = e."id"
|
||||
FROM "Document" d
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'document_' || d."id"
|
||||
WHERE "Recipient"."documentId" = d."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update Recipients for Templates
|
||||
UPDATE "Recipient"
|
||||
SET "envelopeId" = e."id"
|
||||
FROM "Template" t
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'template_' || t."id"
|
||||
WHERE "Recipient"."templateId" = t."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update Fields for Documents
|
||||
UPDATE "Field"
|
||||
SET "envelopeId" = e."id", "envelopeItemId" = ei."id"
|
||||
FROM "Document" d
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'document_' || d."id"
|
||||
JOIN "EnvelopeItem" ei ON ei."envelopeId" = e."id"
|
||||
WHERE "Field"."documentId" = d."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update Fields for Templates
|
||||
UPDATE "Field"
|
||||
SET "envelopeId" = e."id", "envelopeItemId" = ei."id"
|
||||
FROM "Template" t
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'template_' || t."id"
|
||||
JOIN "EnvelopeItem" ei ON ei."envelopeId" = e."id"
|
||||
WHERE "Field"."templateId" = t."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update DocumentShareLink
|
||||
UPDATE "DocumentShareLink"
|
||||
SET "envelopeId" = e."id"
|
||||
FROM "Document" d
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'document_' || d."id"
|
||||
WHERE "DocumentShareLink"."documentId" = d."id";
|
||||
|
||||
-- [CUSTOM_CHANGE] Update TemplateDirectLink
|
||||
UPDATE "TemplateDirectLink"
|
||||
SET "envelopeId" = e."id"
|
||||
FROM "Template" t
|
||||
JOIN "Envelope" e ON e."secondaryId" = 'template_' || t."id"
|
||||
WHERE "TemplateDirectLink"."templateId" = t."id";
|
||||
|
||||
-- DropTable
|
||||
DROP TABLE "Document";
|
||||
|
||||
-- DropTable
|
||||
DROP TABLE "Template";
|
||||
|
||||
-- AlterTable
|
||||
ALTER TABLE "DocumentMeta" DROP COLUMN "documentId",
|
||||
DROP COLUMN "password",
|
||||
DROP COLUMN "templateId";
|
||||
|
||||
-- AlterTable
|
||||
ALTER TABLE "DocumentAuditLog" DROP COLUMN "documentId",
|
||||
ALTER COLUMN "envelopeId" SET NOT NULL;
|
||||
|
||||
-- AlterTable
|
||||
ALTER TABLE "DocumentShareLink" DROP COLUMN "documentId",
|
||||
ALTER COLUMN "envelopeId" SET NOT NULL;
|
||||
|
||||
-- AlterTable
|
||||
ALTER TABLE "Field" DROP COLUMN "documentId",
|
||||
DROP COLUMN "templateId",
|
||||
ALTER COLUMN "envelopeId" SET NOT NULL,
|
||||
ALTER COLUMN "envelopeItemId" SET NOT NULL;
|
||||
|
||||
-- AlterTable
|
||||
ALTER TABLE "Recipient" DROP COLUMN "documentId",
|
||||
DROP COLUMN "templateId",
|
||||
ALTER COLUMN "envelopeId" SET NOT NULL;
|
||||
|
||||
-- AlterTable
|
||||
ALTER TABLE "TemplateDirectLink" DROP COLUMN "templateId",
|
||||
ALTER COLUMN "envelopeId" SET NOT NULL;
|
||||
|
||||
-- CreateIndex
|
||||
CREATE UNIQUE INDEX "Envelope_secondaryId_key" ON "Envelope"("secondaryId");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE UNIQUE INDEX "Envelope_documentMetaId_key" ON "Envelope"("documentMetaId");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE UNIQUE INDEX "EnvelopeItem_documentDataId_key" ON "EnvelopeItem"("documentDataId");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE UNIQUE INDEX "DocumentShareLink_envelopeId_email_key" ON "DocumentShareLink"("envelopeId", "email");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE INDEX "Field_envelopeId_idx" ON "Field"("envelopeId");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE INDEX "Recipient_envelopeId_idx" ON "Recipient"("envelopeId");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE UNIQUE INDEX "TemplateDirectLink_envelopeId_key" ON "TemplateDirectLink"("envelopeId");
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Envelope" ADD CONSTRAINT "Envelope_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Envelope" ADD CONSTRAINT "Envelope_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "Team"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Envelope" ADD CONSTRAINT "Envelope_folderId_fkey" FOREIGN KEY ("folderId") REFERENCES "Folder"("id") ON DELETE SET NULL ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Envelope" ADD CONSTRAINT "Envelope_documentMetaId_fkey" FOREIGN KEY ("documentMetaId") REFERENCES "DocumentMeta"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "EnvelopeItem" ADD CONSTRAINT "EnvelopeItem_documentDataId_fkey" FOREIGN KEY ("documentDataId") REFERENCES "DocumentData"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "EnvelopeItem" ADD CONSTRAINT "EnvelopeItem_envelopeId_fkey" FOREIGN KEY ("envelopeId") REFERENCES "Envelope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "DocumentAuditLog" ADD CONSTRAINT "DocumentAuditLog_envelopeId_fkey" FOREIGN KEY ("envelopeId") REFERENCES "Envelope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Recipient" ADD CONSTRAINT "Recipient_envelopeId_fkey" FOREIGN KEY ("envelopeId") REFERENCES "Envelope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Field" ADD CONSTRAINT "Field_envelopeItemId_fkey" FOREIGN KEY ("envelopeItemId") REFERENCES "EnvelopeItem"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "Field" ADD CONSTRAINT "Field_envelopeId_fkey" FOREIGN KEY ("envelopeId") REFERENCES "Envelope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "DocumentShareLink" ADD CONSTRAINT "DocumentShareLink_envelopeId_fkey" FOREIGN KEY ("envelopeId") REFERENCES "Envelope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
|
||||
-- AddForeignKey
|
||||
ALTER TABLE "TemplateDirectLink" ADD CONSTRAINT "TemplateDirectLink_envelopeId_fkey" FOREIGN KEY ("envelopeId") REFERENCES "Envelope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
|
||||
Reference in New Issue
Block a user