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

@ -1,17 +1,19 @@
import type { Document, Team, User } from '@prisma/client';
import type { Team, User } from '@prisma/client';
import { nanoid } from 'nanoid';
import fs from 'node:fs';
import path from 'node:path';
import { match } from 'ts-pattern';
import { createDocument } from '@documenso/lib/server-only/document/create-document';
import { createTemplate } from '@documenso/lib/server-only/template/create-template';
import { createEnvelope } from '@documenso/lib/server-only/envelope/create-envelope';
import { incrementDocumentId } from '@documenso/lib/server-only/envelope/increment-id';
import { prefixedId } from '@documenso/lib/universal/id';
import { prisma } from '..';
import {
DocumentDataType,
DocumentSource,
DocumentStatus,
EnvelopeType,
FieldType,
Prisma,
ReadStatus,
@ -30,7 +32,7 @@ type DocumentToSeed = {
teamId: number;
recipients: (User | string)[];
type: DocumentStatus;
documentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
documentOptions?: Partial<Prisma.EnvelopeUncheckedCreateInput>;
};
export const seedDocuments = async (documents: DocumentToSeed[]) => {
@ -75,27 +77,37 @@ export const seedBlankDocument = async (
},
});
return await prisma.document.create({
const documentMeta = await prisma.documentMeta.create({
data: {},
});
const documentId = await incrementDocumentId();
return await prisma.envelope.create({
data: {
id: prefixedId('envelope'),
secondaryId: documentId.formattedDocumentId,
internalVersion: 1,
type: EnvelopeType.DOCUMENT,
documentMetaId: documentMeta.id,
source: DocumentSource.DOCUMENT,
teamId,
title: `[TEST] Document ${key} - Draft`,
status: DocumentStatus.DRAFT,
documentDataId: documentData.id,
envelopeItems: {
create: {
id: prefixedId('envelope_item'),
title: `[TEST] Document ${key} - Draft`,
documentDataId: documentData.id,
order: 1,
},
},
userId: owner.id,
...createDocumentOptions,
},
});
};
export const unseedDocument = async (documentId: number) => {
await prisma.document.delete({
where: {
id: documentId,
},
});
};
export const seedTeamDocumentWithMeta = async (team: Team) => {
const documentData = await prisma.documentData.create({
data: {
@ -120,11 +132,20 @@ export const seedTeamDocumentWithMeta = async (team: Team) => {
const ownerUser = organisation.owner;
const document = await createDocument({
const document = await createEnvelope({
userId: ownerUser.id,
teamId: team.id,
title: `[TEST] Document ${nanoid(8)} - Draft`,
documentDataId: documentData.id,
internalVersion: 1,
data: {
type: EnvelopeType.DOCUMENT,
title: `[TEST] Document ${nanoid(8)} - Draft`,
envelopeItems: [
{
title: `[TEST] Document ${nanoid(8)} - Draft`,
documentDataId: documentData.id,
},
],
},
normalizePdf: true,
requestMetadata: {
auth: null,
@ -133,7 +154,7 @@ export const seedTeamDocumentWithMeta = async (team: Team) => {
},
});
await prisma.document.update({
await prisma.envelope.update({
where: {
id: document.id,
},
@ -151,11 +172,7 @@ export const seedTeamDocumentWithMeta = async (team: Team) => {
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
envelopeId: document.id,
fields: {
create: {
page: 1,
@ -166,13 +183,14 @@ export const seedTeamDocumentWithMeta = async (team: Team) => {
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(5),
height: new Prisma.Decimal(5),
documentId: document.id,
envelopeId: document.id,
envelopeItemId: document.envelopeItems[0].id,
},
},
},
});
return await prisma.document.findFirstOrThrow({
return await prisma.envelope.findFirstOrThrow({
where: {
id: document.id,
},
@ -206,13 +224,24 @@ export const seedTeamTemplateWithMeta = async (team: Team) => {
const ownerUser = organisation.owner;
const template = await createTemplate({
const template = await createEnvelope({
internalVersion: 1,
data: {
type: EnvelopeType.TEMPLATE,
title: `[TEST] Template ${nanoid(8)} - Draft`,
envelopeItems: [
{
documentDataId: documentData.id,
},
],
},
userId: ownerUser.id,
teamId: team.id,
templateDocumentDataId: documentData.id,
requestMetadata: {
auth: null,
requestMetadata: {},
source: 'app',
},
});
await prisma.recipient.create({
@ -224,11 +253,7 @@ export const seedTeamTemplateWithMeta = async (team: Team) => {
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
template: {
connect: {
id: template.id,
},
},
envelopeId: template.id,
fields: {
create: {
page: 1,
@ -239,13 +264,14 @@ export const seedTeamTemplateWithMeta = async (team: Team) => {
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(5),
height: new Prisma.Decimal(5),
templateId: template.id,
envelopeId: template.id,
envelopeItemId: template.envelopeItems[0].id,
},
},
},
});
return await prisma.document.findFirstOrThrow({
return await prisma.envelope.findFirstOrThrow({
where: {
id: template.id,
},
@ -271,16 +297,41 @@ export const seedDraftDocument = async (
},
});
const document = await prisma.document.create({
const documentMeta = await prisma.documentMeta.create({
data: {},
});
const documentId = await incrementDocumentId();
const document = await prisma.envelope.create({
data: {
id: prefixedId('envelope'),
secondaryId: documentId.formattedDocumentId,
internalVersion: 1,
type: EnvelopeType.DOCUMENT,
documentMetaId: documentMeta.id,
source: DocumentSource.DOCUMENT,
teamId,
title: `[TEST] Document ${key} - Draft`,
status: DocumentStatus.DRAFT,
documentDataId: documentData.id,
envelopeItems: {
create: {
id: prefixedId('envelope_item'),
title: `[TEST] Document ${key} - Draft`,
documentDataId: documentData.id,
order: 1,
},
},
userId: sender.id,
...createDocumentOptions,
},
include: {
envelopeItems: {
include: {
documentData: true,
},
},
},
});
for (const recipient of recipients) {
@ -296,22 +347,19 @@ export const seedDraftDocument = async (
sendStatus: SendStatus.NOT_SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
envelopeId: document.id,
fields: {
create: {
page: 1,
type: FieldType.NAME,
inserted: true,
inserted: false,
customText: name,
positionX: new Prisma.Decimal(1),
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(1),
height: new Prisma.Decimal(1),
documentId: document.id,
envelopeId: document.id,
envelopeItemId: document.envelopeItems[0].id,
},
},
},
@ -323,7 +371,7 @@ export const seedDraftDocument = async (
type CreateDocumentOptions = {
key?: string | number;
createDocumentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
createDocumentOptions?: Partial<Prisma.EnvelopeUncheckedCreateInput>;
};
export const seedPendingDocument = async (
@ -342,16 +390,37 @@ export const seedPendingDocument = async (
},
});
const document = await prisma.document.create({
const documentMeta = await prisma.documentMeta.create({
data: {},
});
const documentId = await incrementDocumentId();
const document = await prisma.envelope.create({
data: {
id: prefixedId('envelope'),
secondaryId: documentId.formattedDocumentId,
internalVersion: 1,
type: EnvelopeType.DOCUMENT,
documentMetaId: documentMeta.id,
source: DocumentSource.DOCUMENT,
teamId,
title: `[TEST] Document ${key} - Pending`,
status: DocumentStatus.PENDING,
documentDataId: documentData.id,
envelopeItems: {
create: {
id: prefixedId('envelope_item'),
title: `[TEST] Document ${key} - Pending`,
documentDataId: documentData.id,
order: 1,
},
},
userId: sender.id,
...createDocumentOptions,
},
include: {
envelopeItems: true,
},
});
for (const recipient of recipients) {
@ -367,11 +436,7 @@ export const seedPendingDocument = async (
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
envelopeId: document.id,
fields: {
create: {
page: 1,
@ -382,19 +447,25 @@ export const seedPendingDocument = async (
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(1),
height: new Prisma.Decimal(1),
documentId: document.id,
envelopeId: document.id,
envelopeItemId: document.envelopeItems[0].id,
},
},
},
});
}
return prisma.document.findFirstOrThrow({
return prisma.envelope.findFirstOrThrow({
where: {
id: document.id,
},
include: {
recipients: true,
envelopeItems: {
include: {
documentData: true,
},
},
},
});
};
@ -408,9 +479,9 @@ export const seedPendingDocumentNoFields = async ({
owner: User;
recipients: (User | string)[];
teamId: number;
updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
updateDocumentOptions?: Partial<Prisma.EnvelopeUncheckedUpdateInput>;
}) => {
const document: Document = await seedBlankDocument(owner, teamId);
const document = await seedBlankDocument(owner, teamId);
for (const recipient of recipients) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
@ -425,18 +496,14 @@ export const seedPendingDocumentNoFields = async ({
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
envelopeId: document.id,
},
});
}
const createdRecipients = await prisma.recipient.findMany({
where: {
documentId: document.id,
envelopeId: document.id,
},
include: {
fields: true,
@ -444,7 +511,7 @@ export const seedPendingDocumentNoFields = async ({
});
const latestDocument = updateDocumentOptions
? await prisma.document.update({
? await prisma.envelope.update({
where: {
id: document.id,
},
@ -468,12 +535,18 @@ export const seedPendingDocumentWithFullFields = async ({
}: {
owner: User;
recipients: (User | string)[];
recipientsCreateOptions?: Partial<Prisma.RecipientCreateInput>[];
updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
recipientsCreateOptions?: Partial<Prisma.RecipientUncheckedCreateInput>[];
updateDocumentOptions?: Partial<Prisma.EnvelopeUncheckedUpdateInput>;
fields?: FieldType[];
teamId: number;
}) => {
const document: Document = await seedBlankDocument(owner, teamId);
const document = await seedBlankDocument(owner, teamId);
const firstItem = await prisma.envelopeItem.findFirstOrThrow({
where: {
envelopeId: document.id,
},
});
for (const [recipientIndex, recipient] of recipients.entries()) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
@ -488,11 +561,7 @@ export const seedPendingDocumentWithFullFields = async ({
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
envelopeId: document.id,
fields: {
createMany: {
data: fields.map((fieldType, fieldIndex) => ({
@ -504,7 +573,8 @@ export const seedPendingDocumentWithFullFields = async ({
positionY: new Prisma.Decimal((fieldIndex + 1) * 5),
width: new Prisma.Decimal(5),
height: new Prisma.Decimal(5),
documentId: document.id,
envelopeId: document.id,
envelopeItemId: firstItem.id,
})),
},
},
@ -515,14 +585,14 @@ export const seedPendingDocumentWithFullFields = async ({
const createdRecipients = await prisma.recipient.findMany({
where: {
documentId: document.id,
envelopeId: document.id,
},
include: {
fields: true,
},
});
const latestDocument = await prisma.document.update({
const latestDocument = await prisma.envelope.update({
where: {
id: document.id,
},
@ -557,16 +627,37 @@ export const seedCompletedDocument = async (
},
});
const document = await prisma.document.create({
const documentMeta = await prisma.documentMeta.create({
data: {},
});
const documentId = await incrementDocumentId();
const document = await prisma.envelope.create({
data: {
id: prefixedId('envelope'),
secondaryId: documentId.formattedDocumentId,
internalVersion: 1,
type: EnvelopeType.DOCUMENT,
documentMetaId: documentMeta.id,
source: DocumentSource.DOCUMENT,
teamId,
title: `[TEST] Document ${key} - Completed`,
status: DocumentStatus.COMPLETED,
documentDataId: documentData.id,
envelopeItems: {
create: {
id: prefixedId('envelope_item'),
title: `[TEST] Document ${key} - Completed`,
documentDataId: documentData.id,
order: 1,
},
},
userId: sender.id,
...createDocumentOptions,
},
include: {
envelopeItems: true,
},
});
for (const recipient of recipients) {
@ -582,11 +673,7 @@ export const seedCompletedDocument = async (
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.SIGNED,
signedAt: new Date(),
document: {
connect: {
id: document.id,
},
},
envelopeId: document.id,
fields: {
create: {
page: 1,
@ -597,7 +684,8 @@ export const seedCompletedDocument = async (
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(1),
height: new Prisma.Decimal(1),
documentId: document.id,
envelopeId: document.id,
envelopeItemId: document.envelopeItems[0].id,
},
},
},