feat: add document auth (#1029)

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -8,19 +8,18 @@ import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
-import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithDetails } from '@documenso/prisma/types/document';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { AddFieldsFormPartial } from '@documenso/ui/primitives/document-flow/add-fields';
 import type { TAddFieldsFormSchema } from '@documenso/ui/primitives/document-flow/add-fields.types';
+import { AddSettingsFormPartial } from '@documenso/ui/primitives/document-flow/add-settings';
+import type { TAddSettingsFormSchema } from '@documenso/ui/primitives/document-flow/add-settings.types';
 import { AddSignersFormPartial } from '@documenso/ui/primitives/document-flow/add-signers';
 import type { TAddSignersFormSchema } from '@documenso/ui/primitives/document-flow/add-signers.types';
 import { AddSubjectFormPartial } from '@documenso/ui/primitives/document-flow/add-subject';
 import type { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
-import { AddTitleFormPartial } from '@documenso/ui/primitives/document-flow/add-title';
-import type { TAddTitleFormSchema } from '@documenso/ui/primitives/document-flow/add-title.types';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
@@ -33,15 +32,17 @@ export type EditDocumentFormProps = {
   className?: string;
   initialDocument: DocumentWithDetails;
   documentRootPath: string;
+  isDocumentEnterprise: boolean;
 };
 
-type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
-const EditDocumentSteps: EditDocumentStep[] = ['title', 'signers', 'fields', 'subject'];
+type EditDocumentStep = 'settings' | 'signers' | 'fields' | 'subject';
+const EditDocumentSteps: EditDocumentStep[] = ['settings', 'signers', 'fields', 'subject'];
 
 export const EditDocumentForm = ({
   className,
   initialDocument,
   documentRootPath,
+  isDocumentEnterprise,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
 
@@ -67,7 +68,7 @@ export const EditDocumentForm = ({
 
   const { Recipient: recipients, Field: fields } = document;
 
-  const { mutateAsync: addTitle } = trpc.document.setTitleForDocument.useMutation({
+  const { mutateAsync: setSettingsForDocument } = trpc.document.setSettingsForDocument.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (newData) => {
       utils.document.getDocumentWithDetailsById.setData(
@@ -123,9 +124,9 @@ export const EditDocumentForm = ({
     trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
-    title: {
-      title: 'Add Title',
-      description: 'Add the title to the document.',
+    settings: {
+      title: 'General',
+      description: 'Configure general settings for the document.',
       stepIndex: 1,
     },
     signers: {
@@ -149,8 +150,7 @@ export const EditDocumentForm = ({
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const searchParamStep = searchParams?.get('step') as EditDocumentStep | undefined;
 
-    let initialStep: EditDocumentStep =
-      document.status === DocumentStatus.DRAFT ? 'title' : 'signers';
+    let initialStep: EditDocumentStep = 'settings';
 
     if (
       searchParamStep &&
@@ -163,12 +163,23 @@ export const EditDocumentForm = ({
     return initialStep;
   });
 
-  const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
+  const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
     try {
-      await addTitle({
+      const { timezone, dateFormat, redirectUrl } = data.meta;
+
+      await setSettingsForDocument({
         documentId: document.id,
         teamId: team?.id,
-        title: data.title,
+        data: {
+          title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: {
+          timezone,
+          dateFormat,
+          redirectUrl,
+        },
       });
 
       // Router refresh is here to clear the router cache for when navigating to /documents.
@@ -180,7 +191,7 @@ export const EditDocumentForm = ({
 
       toast({
         title: 'Error',
-        description: 'An error occurred while updating title.',
+        description: 'An error occurred while updating the document settings.',
         variant: 'destructive',
       });
     }
@@ -191,7 +202,11 @@ export const EditDocumentForm = ({
       await addSigners({
         documentId: document.id,
         teamId: team?.id,
-        signers: data.signers,
+        signers: data.signers.map((signer) => ({
+          ...signer,
+          // Explicitly set to null to indicate we want to remove auth if required.
+          actionAuth: signer.actionAuth || null,
+        })),
       });
 
       // Router refresh is here to clear the router cache for when navigating to /documents.
@@ -232,7 +247,7 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message, timezone, dateFormat, redirectUrl } = data.meta;
+    const { subject, message } = data.meta;
 
     try {
       await sendDocument({
@@ -241,9 +256,6 @@ export const EditDocumentForm = ({
         meta: {
           subject,
           message,
-          dateFormat,
-          timezone,
-          redirectUrl,
         },
       });
 
@@ -310,24 +322,26 @@ export const EditDocumentForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditDocumentSteps[step - 1])}
           >
-            <AddTitleFormPartial
+            <AddSettingsFormPartial
               key={recipients.length}
-              documentFlow={documentFlow.title}
+              documentFlow={documentFlow.settings}
               document={document}
               recipients={recipients}
               fields={fields}
-              onSubmit={onAddTitleFormSubmit}
+              isDocumentEnterprise={isDocumentEnterprise}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
+              onSubmit={onAddSettingsFormSubmit}
             />
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
-              document={document}
               recipients={recipients}
               fields={fields}
+              isDocumentEnterprise={isDocumentEnterprise}
               onSubmit={onAddSignersFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
+
             <AddFieldsFormPartial
               key={fields.length}
               documentFlow={documentFlow.fields}
@@ -336,6 +350,7 @@ export const EditDocumentForm = ({
               onSubmit={onAddFieldsFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
+
             <AddSubjectFormPartial
               key={recipients.length}
               documentFlow={documentFlow.subject}

apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx

@@ -3,6 +3,7 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft, Users2 } from 'lucide-react';
 
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
@@ -35,6 +36,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
   const document = await getDocumentWithDetailsById({
     id: documentId,
     userId: user.id,
@@ -97,6 +103,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
         className="mt-8"
         initialDocument={document}
         documentRootPath={documentRootPath}
+        isDocumentEnterprise={isDocumentEnterprise}
       />
     </div>
   );