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Merge branch 'main' into feat/visible-fields

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This commit is contained in:
David Nguyen
2024-04-19 17:54:32 +07:00
parent 6526377f1b fceb0eaac9
commit a97ffa97a4
32 changed files with 779 additions and 262 deletions
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4
packages/app-tests/e2e/document-flow/signers-step.spec.ts
View File

@ -45,7 +45,7 @@ test.describe('[EE_ONLY]', () => {
await page
.getByRole('textbox', { name: 'Email', exact: true })
.fill('recipient2@documenso.com');
await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
// Display advanced settings.
await page.getByLabel('Show advanced settings').click();
@ -82,7 +82,7 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
await page.getByPlaceholder('Name').fill('Recipient 1');
await page.getByRole('button', { name: 'Add Signer' }).click();
await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
// Advanced settings should not be visible for non EE users.
await expect(page.getByLabel('Show advanced settings')).toBeHidden();

2
packages/app-tests/e2e/document-flow/stepper-component.spec.ts
View File

@ -136,7 +136,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
await page.getByPlaceholder('Name').fill('User 1');
await page.getByRole('button', { name: 'Add Signer' }).click();
await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
await page.getByRole('textbox', { name: 'Name', exact: true }).fill('User 2');
await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
await page.getByRole('button', { name: 'Continue' }).click();

172
packages/app-tests/e2e/documents/delete-documents.spec.ts
View File

@ -8,6 +8,7 @@ import {
import { seedUser } from '@documenso/prisma/seed/users';
import { apiSignin, apiSignout } from '../fixtures/authentication';
import { checkDocumentTabCount } from '../fixtures/documents';
test.describe.configure({ mode: 'serial' });
@ -74,7 +75,7 @@ test('[DOCUMENTS]: deleting a completed document should not remove it from recip
email: sender.email,
});
// open actions menu
// Open document action menu.
await page
.locator('tr', { hasText: 'Document 1 - Completed' })
.getByRole('cell', { name: 'Download' })
@ -115,7 +116,7 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
email: sender.email,
});
// open actions menu
// Open document action menu.
await page.locator('tr', { hasText: 'Document 1 - Pending' }).getByRole('button').nth(1).click();
// delete document
@ -135,20 +136,11 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
});
await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).not.toBeVisible();
await page.goto(`/sign/${recipient.token}`);
await expect(page.getByText(/document.*cancelled/i).nth(0)).toBeVisible();
await page.goto('/documents');
await page.waitForURL('/documents');
await apiSignout({ page });
}
});
test('[DOCUMENTS]: deleting a draft document should remove it without additional prompting', async ({
page,
}) => {
test('[DOCUMENTS]: deleting draft documents should permanently remove it', async ({ page }) => {
const { sender } = await seedDeleteDocumentsTestRequirements();
await apiSignin({
@ -156,11 +148,10 @@ test('[DOCUMENTS]: deleting a draft document should remove it without additional
email: sender.email,
});
// open actions menu
// Open document action menu.
await page
.locator('tr', { hasText: 'Document 1 - Draft' })
.getByRole('cell', { name: 'Edit' })
.getByRole('button')
.getByTestId('document-table-action-btn')
.click();
// delete document
@ -169,4 +160,155 @@ test('[DOCUMENTS]: deleting a draft document should remove it without additional
await page.getByRole('button', { name: 'Delete' }).click();
await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
// Check document counts.
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 1);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 0);
await checkDocumentTabCount(page, 'All', 2);
});
test('[DOCUMENTS]: deleting pending documents should permanently remove it', async ({ page }) => {
const { sender } = await seedDeleteDocumentsTestRequirements();
await apiSignin({
page,
email: sender.email,
});
// Open document action menu.
await page
.locator('tr', { hasText: 'Document 1 - Pending' })
.getByTestId('document-table-action-btn')
.click();
// Delete document.
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
await page.getByRole('button', { name: 'Delete' }).click();
await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
// Check document counts.
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 0);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 1);
await checkDocumentTabCount(page, 'All', 2);
});
test('[DOCUMENTS]: deleting completed documents as an owner should hide it from only the owner', async ({
page,
}) => {
const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
await apiSignin({
page,
email: sender.email,
});
// Open document action menu.
await page
.locator('tr', { hasText: 'Document 1 - Completed' })
.getByTestId('document-table-action-btn')
.click();
// Delete document.
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
await page.getByRole('button', { name: 'Delete' }).click();
// Check document counts.
await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 1);
await checkDocumentTabCount(page, 'Completed', 0);
await checkDocumentTabCount(page, 'Draft', 1);
await checkDocumentTabCount(page, 'All', 2);
// Sign into the recipient account.
await apiSignout({ page });
await apiSignin({
page,
email: recipients[0].email,
});
// Check document counts.
await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).toBeVisible();
await checkDocumentTabCount(page, 'Inbox', 1);
await checkDocumentTabCount(page, 'Pending', 0);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 0);
await checkDocumentTabCount(page, 'All', 2);
});
test('[DOCUMENTS]: deleting documents as a recipient should only hide it for them', async ({
page,
}) => {
const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
const recipientA = recipients[0];
const recipientB = recipients[1];
await apiSignin({
page,
email: recipientA.email,
});
// Open document action menu.
await page
.locator('tr', { hasText: 'Document 1 - Completed' })
.getByTestId('document-table-action-btn')
.click();
// Delete document.
await page.getByRole('menuitem', { name: 'Hide' }).click();
await page.getByRole('button', { name: 'Hide' }).click();
// Open document action menu.
await page
.locator('tr', { hasText: 'Document 1 - Pending' })
.getByTestId('document-table-action-btn')
.click();
// Delete document.
await page.getByRole('menuitem', { name: 'Hide' }).click();
await page.getByRole('button', { name: 'Hide' }).click();
// Check document counts.
await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 0);
await checkDocumentTabCount(page, 'Completed', 0);
await checkDocumentTabCount(page, 'Draft', 0);
await checkDocumentTabCount(page, 'All', 0);
// Sign into the sender account.
await apiSignout({ page });
await apiSignin({
page,
email: sender.email,
});
// Check document counts for sender.
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 1);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 1);
await checkDocumentTabCount(page, 'All', 3);
// Sign into the other recipient account.
await apiSignout({ page });
await apiSignin({
page,
email: recipientB.email,
});
// Check document counts for other recipient.
await checkDocumentTabCount(page, 'Inbox', 1);
await checkDocumentTabCount(page, 'Pending', 0);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 0);
await checkDocumentTabCount(page, 'All', 2);
});

17
packages/app-tests/e2e/fixtures/documents.ts Normal file
View File

@ -0,0 +1,17 @@
import type { Page } from '@playwright/test';
import { expect } from '@playwright/test';
export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
await page.getByRole('tab', { name: tabName }).click();
if (tabName !== 'All') {
await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
}
if (count === 0) {
await expect(page.getByTestId('empty-document-state')).toBeVisible();
return;
}
await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
};

157
packages/app-tests/e2e/teams/team-documents.spec.ts
View File

@ -1,4 +1,3 @@
import type { Page } from '@playwright/test';
import { expect, test } from '@playwright/test';
import { DocumentStatus } from '@documenso/prisma/client';
@ -7,24 +6,10 @@ import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/se
import { seedUser } from '@documenso/prisma/seed/users';
import { apiSignin, apiSignout } from '../fixtures/authentication';
import { checkDocumentTabCount } from '../fixtures/documents';
test.describe.configure({ mode: 'parallel' });
const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
await page.getByRole('tab', { name: tabName }).click();
if (tabName !== 'All') {
await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
}
if (count === 0) {
await expect(page.getByRole('main')).toContainText(`Nothing to do`);
return;
}
await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
};
test('[TEAMS]: check team documents count', async ({ page }) => {
const { team, teamMember2 } = await seedTeamDocuments();
@ -245,24 +230,6 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
await unseedTeam(team.url);
});
test('[TEAMS]: delete pending team document', async ({ page }) => {
const { team, teamMember2: currentUser } = await seedTeamDocuments();
await apiSignin({
page,
email: currentUser.email,
redirectPath: `/t/${team.url}/documents?status=PENDING`,
});
await page.getByRole('row').getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
await page.getByRole('button', { name: 'Delete' }).click();
await checkDocumentTabCount(page, 'Pending', 1);
});
test('[TEAMS]: resend pending team document', async ({ page }) => {
const { team, teamMember2: currentUser } = await seedTeamDocuments();
@ -280,3 +247,125 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
await expect(page.getByRole('status')).toContainText('Document re-sent');
});
test('[TEAMS]: delete draft team document', async ({ page }) => {
const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
await apiSignin({
page,
email: teamMember3.email,
redirectPath: `/t/${team.url}/documents?status=DRAFT`,
});
await page.getByRole('row').getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByRole('button', { name: 'Delete' }).click();
await checkDocumentTabCount(page, 'Draft', 1);
// Should be hidden for all team members.
await apiSignout({ page });
// Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
for (const user of [team.owner, teamEmailMember]) {
await apiSignin({
page,
email: user.email,
redirectPath: `/t/${team.url}/documents`,
});
// Check document counts.
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 2);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 1);
await checkDocumentTabCount(page, 'All', 4);
await apiSignout({ page });
}
await unseedTeam(team.url);
});
test('[TEAMS]: delete pending team document', async ({ page }) => {
const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
await apiSignin({
page,
email: teamMember3.email,
redirectPath: `/t/${team.url}/documents?status=PENDING`,
});
await page.getByRole('row').getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
await page.getByRole('button', { name: 'Delete' }).click();
await checkDocumentTabCount(page, 'Pending', 1);
// Should be hidden for all team members.
await apiSignout({ page });
// Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
for (const user of [team.owner, teamEmailMember]) {
await apiSignin({
page,
email: user.email,
redirectPath: `/t/${team.url}/documents`,
});
// Check document counts.
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 1);
await checkDocumentTabCount(page, 'Completed', 1);
await checkDocumentTabCount(page, 'Draft', 2);
await checkDocumentTabCount(page, 'All', 4);
await apiSignout({ page });
}
await unseedTeam(team.url);
});
test('[TEAMS]: delete completed team document', async ({ page }) => {
const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
await apiSignin({
page,
email: teamMember3.email,
redirectPath: `/t/${team.url}/documents?status=COMPLETED`,
});
await page.getByRole('row').getByRole('button').nth(2).click();
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
await page.getByRole('button', { name: 'Delete' }).click();
await checkDocumentTabCount(page, 'Completed', 0);
// Should be hidden for all team members.
await apiSignout({ page });
// Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
for (const user of [team.owner, teamEmailMember]) {
await apiSignin({
page,
email: user.email,
redirectPath: `/t/${team.url}/documents`,
});
// Check document counts.
await checkDocumentTabCount(page, 'Inbox', 0);
await checkDocumentTabCount(page, 'Pending', 2);
await checkDocumentTabCount(page, 'Completed', 0);
await checkDocumentTabCount(page, 'Draft', 2);
await checkDocumentTabCount(page, 'All', 4);
await apiSignout({ page });
}
await unseedTeam(team.url);
});

4
packages/email/template-components/template-document-cancel.tsx
View File

@ -23,6 +23,10 @@ export const TemplateDocumentCancel = ({
<br />"{documentName}"
</Text>
<Text className="my-1 text-center text-base text-slate-400">
All signatures have been voided.
</Text>
<Text className="my-1 text-center text-base text-slate-400">
You don't need to sign it anymore.
</Text>

17
packages/email/template-components/template-document-invite.tsx
View File

@ -11,6 +11,7 @@ export interface TemplateDocumentInviteProps {
signDocumentLink: string;
assetBaseUrl: string;
role: RecipientRole;
selfSigner: boolean;
}
export const TemplateDocumentInvite = ({
@ -19,6 +20,7 @@ export const TemplateDocumentInvite = ({
signDocumentLink,
assetBaseUrl,
role,
selfSigner,
}: TemplateDocumentInviteProps) => {
const { actionVerb, progressiveVerb } = RECIPIENT_ROLES_DESCRIPTION[role];
@ -28,8 +30,19 @@ export const TemplateDocumentInvite = ({
<Section>
<Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
{inviterName} has invited you to {actionVerb.toLowerCase()}
<br />"{documentName}"
{selfSigner ? (
<>
{`Please ${actionVerb.toLowerCase()} your document`}
<br />
{`"${documentName}"`}
</>
) : (
<>
{`${inviterName} has invited you to ${actionVerb.toLowerCase()}`}
<br />
{`"${documentName}"`}
</>
)}
</Text>
<Text className="my-1 text-center text-base text-slate-400">

7
packages/email/templates/document-invite.tsx
View File

@ -22,6 +22,7 @@ import { TemplateFooter } from '../template-components/template-footer';
export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
customBody?: string;
role: RecipientRole;
selfSigner?: boolean;
};
export const DocumentInviteEmailTemplate = ({
@ -32,10 +33,13 @@ export const DocumentInviteEmailTemplate = ({
assetBaseUrl = 'http://localhost:3002',
customBody,
role,
selfSigner = false,
}: DocumentInviteEmailTemplateProps) => {
const action = RECIPIENT_ROLES_DESCRIPTION[role].actionVerb.toLowerCase();
const previewText = `${inviterName} has invited you to ${action} ${documentName}`;
const previewText = selfSigner
? `Please ${action} your document ${documentName}`
: `${inviterName} has invited you to ${action} ${documentName}`;
const getAssetUrl = (path: string) => {
return new URL(path, assetBaseUrl).toString();
@ -71,6 +75,7 @@ export const DocumentInviteEmailTemplate = ({
signDocumentLink={signDocumentLink}
assetBaseUrl={assetBaseUrl}
role={role}
selfSigner={selfSigner}
/>
</Section>
</Container>

4
packages/lib/server-only/document/complete-document-with-token.ts
View File

@ -49,8 +49,8 @@ export const completeDocumentWithToken = async ({
const document = await getDocument({ token, documentId });
if (document.status === DocumentStatus.COMPLETED) {
throw new Error(`Document ${document.id} has already been completed`);
if (document.status !== DocumentStatus.PENDING) {
throw new Error(`Document ${document.id} must be pending`);
}
if (document.Recipient.length === 0) {

197
packages/lib/server-only/document/delete-document.ts
View File

@ -6,6 +6,7 @@ import { mailer } from '@documenso/email/mailer';
import { render } from '@documenso/email/render';
import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
import { prisma } from '@documenso/prisma';
import type { Document, DocumentMeta, Recipient, User } from '@documenso/prisma/client';
import { DocumentStatus } from '@documenso/prisma/client';
import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
@ -27,110 +28,178 @@ export const deleteDocument = async ({
teamId,
requestMetadata,
}: DeleteDocumentOptions) => {
const user = await prisma.user.findUnique({
where: {
id: userId,
},
});
if (!user) {
throw new Error('User not found');
}
const document = await prisma.document.findUnique({
where: {
id,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
},
include: {
Recipient: true,
documentMeta: true,
User: true,
team: {
select: {
members: true,
},
},
},
});
if (!document) {
if (!document || (teamId !== undefined && teamId !== document.teamId)) {
throw new Error('Document not found');
}
const { status, User: user } = document;
const isUserOwner = document.userId === userId;
const isUserTeamMember = document.team?.members.some((member) => member.userId === userId);
const userRecipient = document.Recipient.find((recipient) => recipient.email === user.email);
// if the document is a draft, hard-delete
if (status === DocumentStatus.DRAFT) {
if (!isUserOwner && !isUserTeamMember && !userRecipient) {
throw new Error('Not allowed');
}
// Handle hard or soft deleting the actual document if user has permission.
if (isUserOwner || isUserTeamMember) {
await handleDocumentOwnerDelete({
document,
user,
requestMetadata,
});
}
// Continue to hide the document from the user if they are a recipient.
if (userRecipient?.documentDeletedAt === null) {
await prisma.recipient.update({
where: {
documentId_email: {
documentId: document.id,
email: user.email,
},
},
data: {
documentDeletedAt: new Date().toISOString(),
},
});
}
// Return partial document for API v1 response.
return {
id: document.id,
userId: document.userId,
teamId: document.teamId,
title: document.title,
status: document.status,
documentDataId: document.documentDataId,
createdAt: document.createdAt,
updatedAt: document.updatedAt,
completedAt: document.completedAt,
};
};
type HandleDocumentOwnerDeleteOptions = {
document: Document & {
Recipient: Recipient[];
documentMeta: DocumentMeta | null;
};
user: User;
requestMetadata?: RequestMetadata;
};
const handleDocumentOwnerDelete = async ({
document,
user,
requestMetadata,
}: HandleDocumentOwnerDeleteOptions) => {
if (document.deletedAt) {
return;
}
// Soft delete completed documents.
if (document.status === DocumentStatus.COMPLETED) {
return await prisma.$transaction(async (tx) => {
// Currently redundant since deleting a document will delete the audit logs.
// However may be useful if we disassociate audit lgos and documents if required.
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
documentId: id,
documentId: document.id,
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
user,
requestMetadata,
data: {
type: 'HARD',
type: 'SOFT',
},
}),
});
return await tx.document.delete({ where: { id, status: DocumentStatus.DRAFT } });
return await tx.document.update({
where: {
id: document.id,
},
data: {
deletedAt: new Date().toISOString(),
},
});
});
}
// if the document is pending, send cancellation emails to all recipients
if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
await Promise.all(
document.Recipient.map(async (recipient) => {
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const template = createElement(DocumentCancelTemplate, {
documentName: document.title,
inviterName: user.name || undefined,
inviterEmail: user.email,
assetBaseUrl,
});
await mailer.sendMail({
to: {
address: recipient.email,
name: recipient.name,
},
from: {
name: FROM_NAME,
address: FROM_ADDRESS,
},
subject: 'Document Cancelled',
html: render(template),
text: render(template, { plainText: true }),
});
}),
);
}
// If the document is not a draft, only soft-delete.
return await prisma.$transaction(async (tx) => {
// Hard delete draft and pending documents.
const deletedDocument = await prisma.$transaction(async (tx) => {
// Currently redundant since deleting a document will delete the audit logs.
// However may be useful if we disassociate audit logs and documents if required.
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
documentId: id,
documentId: document.id,
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
user,
requestMetadata,
data: {
type: 'SOFT',
type: 'HARD',
},
}),
});
return await tx.document.update({
return await tx.document.delete({
where: {
id,
},
data: {
deletedAt: new Date().toISOString(),
id: document.id,
status: {
not: DocumentStatus.COMPLETED,
},
},
});
});
// Send cancellation emails to recipients.
await Promise.all(
document.Recipient.map(async (recipient) => {
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const template = createElement(DocumentCancelTemplate, {
documentName: document.title,
inviterName: user.name || undefined,
inviterEmail: user.email,
assetBaseUrl,
});
await mailer.sendMail({
to: {
address: recipient.email,
name: recipient.name,
},
from: {
name: FROM_NAME,
address: FROM_ADDRESS,
},
subject: 'Document Cancelled',
html: render(template),
text: render(template, { plainText: true }),
});
}),
);
return deletedDocument;
};

55
packages/lib/server-only/document/find-documents.ts
View File

@ -94,24 +94,65 @@ export const findDocuments = async ({
};
}
const whereClause: Prisma.DocumentWhereInput = {
...termFilters,
...filters,
let deletedFilter: Prisma.DocumentWhereInput = {
AND: {
OR: [
{
status: ExtendedDocumentStatus.COMPLETED,
userId: user.id,
deletedAt: null,
},
{
status: {
not: ExtendedDocumentStatus.COMPLETED,
Recipient: {
some: {
email: user.email,
documentDeletedAt: null,
},
},
deletedAt: null,
},
],
},
};
if (team) {
deletedFilter = {
AND: {
OR: team.teamEmail
? [
{
teamId: team.id,
deletedAt: null,
},
{
User: {
email: team.teamEmail.email,
},
deletedAt: null,
},
{
Recipient: {
some: {
email: team.teamEmail.email,
documentDeletedAt: null,
},
},
},
]
: [
{
teamId: team.id,
deletedAt: null,
},
],
},
};
}
const whereClause: Prisma.DocumentWhereInput = {
...termFilters,
...filters,
...deletedFilter,
};
if (period) {
const daysAgo = parseInt(period.replace(/d$/, ''), 10);

11
packages/lib/server-only/document/get-stats.ts
View File

@ -72,6 +72,7 @@ type GetCountsOption = {
const getCounts = async ({ user, createdAt }: GetCountsOption) => {
return Promise.all([
// Owner counts.
prisma.document.groupBy({
by: ['status'],
_count: {
@ -84,6 +85,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
deletedAt: null,
},
}),
// Not signed counts.
prisma.document.groupBy({
by: ['status'],
_count: {
@ -95,12 +97,13 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
some: {
email: user.email,
signingStatus: SigningStatus.NOT_SIGNED,
documentDeletedAt: null,
},
},
createdAt,
deletedAt: null,
},
}),
// Has signed counts.
prisma.document.groupBy({
by: ['status'],
_count: {
@ -120,9 +123,9 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
some: {
email: user.email,
signingStatus: SigningStatus.SIGNED,
documentDeletedAt: null,
},
},
deletedAt: null,
},
{
status: ExtendedDocumentStatus.COMPLETED,
@ -130,6 +133,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
some: {
email: user.email,
signingStatus: SigningStatus.SIGNED,
documentDeletedAt: null,
},
},
},
@ -198,6 +202,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
some: {
email: teamEmail,
signingStatus: SigningStatus.NOT_SIGNED,
documentDeletedAt: null,
},
},
deletedAt: null,
@ -219,6 +224,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
some: {
email: teamEmail,
signingStatus: SigningStatus.SIGNED,
documentDeletedAt: null,
},
},
deletedAt: null,
@ -229,6 +235,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
some: {
email: teamEmail,
signingStatus: SigningStatus.SIGNED,
documentDeletedAt: null,
},
},
deletedAt: null,

17
packages/lib/server-only/document/resend-document.tsx
View File

@ -88,6 +88,11 @@ export const resendDocument = async ({
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
const { email, name } = recipient;
const selfSigner = email === user.email;
const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
recipient.role
].actionVerb.toLowerCase()} it.`;
const customEmailTemplate = {
'signer.name': name,
@ -104,12 +109,20 @@ export const resendDocument = async ({
inviterEmail: user.email,
assetBaseUrl,
signDocumentLink,
customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
customBody: renderCustomEmailTemplate(
selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
customEmailTemplate,
),
role: recipient.role,
selfSigner,
});
const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
const emailSubject = selfSigner
? `Reminder: Please ${actionVerb.toLowerCase()} your document`
: `Reminder: Please ${actionVerb.toLowerCase()} this document`;
await prisma.$transaction(
async (tx) => {
await mailer.sendMail({
@ -123,7 +136,7 @@ export const resendDocument = async ({
},
subject: customEmail?.subject
? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
: `Please ${actionVerb.toLowerCase()} this document`,
: emailSubject,
html: render(template),
text: render(template, { plainText: true }),
});

17
packages/lib/server-only/document/send-document.tsx
View File

@ -127,6 +127,11 @@ export const sendDocument = async ({
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
const { email, name } = recipient;
const selfSigner = email === user.email;
const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
recipient.role
].actionVerb.toLowerCase()} it.`;
const customEmailTemplate = {
'signer.name': name,
@ -143,12 +148,20 @@ export const sendDocument = async ({
inviterEmail: user.email,
assetBaseUrl,
signDocumentLink,
customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
customBody: renderCustomEmailTemplate(
selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
customEmailTemplate,
),
role: recipient.role,
selfSigner,
});
const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
const emailSubject = selfSigner
? `Please ${actionVerb.toLowerCase()} your document`
: `Please ${actionVerb.toLowerCase()} this document`;
await prisma.$transaction(
async (tx) => {
await mailer.sendMail({
@ -162,7 +175,7 @@ export const sendDocument = async ({
},
subject: customEmail?.subject
? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
: `Please ${actionVerb.toLowerCase()} this document`,
: emailSubject,
html: render(template),
text: render(template, { plainText: true }),
});

4
packages/lib/server-only/field/remove-signed-field-with-token.ts
View File

@ -36,8 +36,8 @@ export const removeSignedFieldWithToken = async ({
throw new Error(`Document not found for field ${field.id}`);
}
if (document.status === DocumentStatus.COMPLETED) {
throw new Error(`Document ${document.id} has already been completed`);
if (document.status !== DocumentStatus.PENDING) {
throw new Error(`Document ${document.id} must be pending`);
}
if (recipient?.signingStatus === SigningStatus.SIGNED) {

8
packages/lib/server-only/field/sign-field-with-token.ts
View File

@ -58,14 +58,14 @@ export const signFieldWithToken = async ({
throw new Error(`Recipient not found for field ${field.id}`);
}
if (document.status === DocumentStatus.COMPLETED) {
throw new Error(`Document ${document.id} has already been completed`);
}
if (document.deletedAt) {
throw new Error(`Document ${document.id} has been deleted`);
}
if (document.status !== DocumentStatus.PENDING) {
throw new Error(`Document ${document.id} must be pending for signing`);
}
if (recipient?.signingStatus === SigningStatus.SIGNED) {
throw new Error(`Recipient ${recipient.id} has already signed`);
}

13
packages/prisma/migrations/20240408142543_add_recipient_document_delete/migration.sql Normal file
View File

@ -0,0 +1,13 @@
-- AlterTable
ALTER TABLE "Recipient" ADD COLUMN "documentDeletedAt" TIMESTAMP(3);
-- Hard delete all PENDING documents that have been soft deleted
DELETE FROM "Document" WHERE "deletedAt" IS NOT NULL AND "status" = 'PENDING';
-- Update all recipients who are the owner of the document and where the document has deletedAt set to not null
UPDATE "Recipient"
SET "documentDeletedAt" = "Document"."deletedAt"
FROM "Document", "User"
WHERE "Recipient"."documentId" = "Document"."id"
AND "Recipient"."email" = "User"."email"
AND "Document"."deletedAt" IS NOT NULL;

35
packages/prisma/schema.prisma
View File

@ -347,23 +347,24 @@ enum RecipientRole {
}
model Recipient {
id Int @id @default(autoincrement())
documentId Int?
templateId Int?
email String @db.VarChar(255)
name String @default("") @db.VarChar(255)
token String
expired DateTime?
signedAt DateTime?
authOptions Json?
role RecipientRole @default(SIGNER)
readStatus ReadStatus @default(NOT_OPENED)
signingStatus SigningStatus @default(NOT_SIGNED)
sendStatus SendStatus @default(NOT_SENT)
Document Document? @relation(fields: [documentId], references: [id], onDelete: Cascade)
Template Template? @relation(fields: [templateId], references: [id], onDelete: Cascade)
Field Field[]
Signature Signature[]
id Int @id @default(autoincrement())
documentId Int?
templateId Int?
email String @db.VarChar(255)
name String @default("") @db.VarChar(255)
token String
documentDeletedAt DateTime?
expired DateTime?
signedAt DateTime?
authOptions Json?
role RecipientRole @default(SIGNER)
readStatus ReadStatus @default(NOT_OPENED)
signingStatus SigningStatus @default(NOT_SIGNED)
sendStatus SendStatus @default(NOT_SENT)
Document Document? @relation(fields: [documentId], references: [id], onDelete: Cascade)
Template Template? @relation(fields: [templateId], references: [id], onDelete: Cascade)
Field Field[]
Signature Signature[]
@@unique([documentId, email])
@@unique([templateId, email])

17
packages/prisma/seed/documents.ts
View File

@ -342,14 +342,15 @@ export const seedPendingDocumentWithFullFields = async ({
},
});
const latestDocument = updateDocumentOptions
? await prisma.document.update({
where: {
id: document.id,
},
data: updateDocumentOptions,
})
: document;
const latestDocument = await prisma.document.update({
where: {
id: document.id,
},
data: {
...updateDocumentOptions,
status: DocumentStatus.PENDING,
},
});
return {
document: latestDocument,

4
packages/ui/primitives/document-flow/add-signers.tsx
View File

@ -247,9 +247,7 @@ export const AddSignersFormPartial = ({
'col-span-4': showAdvancedSettings,
})}
>
{!showAdvancedSettings && index === 0 && (
<FormLabel required>Name</FormLabel>
)}
{!showAdvancedSettings && index === 0 && <FormLabel>Name</FormLabel>}
<FormControl>
<Input