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

@ -1,6 +1,9 @@
import { EnvelopeType } from '@prisma/client';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
import { createTemplate } from '@documenso/lib/server-only/template/create-template';
import { createEnvelope } from '@documenso/lib/server-only/envelope/create-envelope';
import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
import { prisma } from '@documenso/prisma';
import { procedure } from '../trpc';
@ -9,10 +12,11 @@ import {
ZCreateEmbeddingTemplateResponseSchema,
} from './create-embedding-template.types';
// Todo: Envelopes - This only supports V1 documents/templates.
export const createEmbeddingTemplateRoute = procedure
.input(ZCreateEmbeddingTemplateRequestSchema)
.output(ZCreateEmbeddingTemplateResponseSchema)
.mutation(async ({ input, ctx: { req } }) => {
.mutation(async ({ input, ctx: { req, metadata } }) => {
try {
const authorizationHeader = req.headers.get('authorization');
@ -31,20 +35,30 @@ export const createEmbeddingTemplateRoute = procedure
const { title, documentDataId, recipients, meta } = input;
// First create the template
const template = await createTemplate({
const template = await createEnvelope({
internalVersion: 1,
userId: apiToken.userId,
data: {
title,
},
templateDocumentDataId: documentDataId,
teamId: apiToken.teamId ?? undefined,
data: {
type: EnvelopeType.TEMPLATE,
title,
envelopeItems: [
{
documentDataId,
},
],
},
meta,
requestMetadata: metadata,
});
const firstEnvelopeItem = template.envelopeItems[0];
await Promise.all(
recipients.map(async (recipient) => {
const createdRecipient = await prisma.recipient.create({
data: {
templateId: template.id,
envelopeId: template.id,
email: recipient.email,
name: recipient.name || '',
role: recipient.role || 'SIGNER',
@ -57,6 +71,8 @@ export const createEmbeddingTemplateRoute = procedure
const createdFields = await prisma.field.createMany({
data: fields.map((field) => ({
envelopeId: template.id,
envelopeItemId: firstEnvelopeItem.id,
recipientId: createdRecipient.id,
type: field.type,
page: field.pageNumber,
@ -66,7 +82,6 @@ export const createEmbeddingTemplateRoute = procedure
height: field.height,
customText: '',
inserted: false,
templateId: template.id,
})),
});
@ -77,37 +92,6 @@ export const createEmbeddingTemplateRoute = procedure
}),
);
// Update the template meta if needed
if (meta) {
const upsertMetaData = {
subject: meta.subject,
message: meta.message,
timezone: meta.timezone,
dateFormat: meta.dateFormat,
distributionMethod: meta.distributionMethod,
signingOrder: meta.signingOrder,
redirectUrl: meta.redirectUrl,
language: meta.language,
typedSignatureEnabled: meta.typedSignatureEnabled,
drawSignatureEnabled: meta.drawSignatureEnabled,
uploadSignatureEnabled: meta.uploadSignatureEnabled,
emailSettings: meta.emailSettings,
};
await prisma.templateMeta.upsert({
where: {
templateId: template.id,
},
create: {
templateId: template.id,
...upsertMetaData,
},
update: {
...upsertMetaData,
},
});
}
if (!template.id) {
throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
message: 'Failed to create template: missing template ID',
@ -115,7 +99,7 @@ export const createEmbeddingTemplateRoute = procedure
}
return {
templateId: template.id,
templateId: mapSecondaryIdToTemplateId(template.secondaryId),
};
} catch (error) {
if (error instanceof AppError) {