feat: migrate templates and documents to envelope model

This commit is contained in:
David Nguyen
2025-09-11 18:23:38 +10:00
parent eec2307634
commit bf89bc781b
234 changed files with 8677 additions and 6054 deletions

View File

@ -1,7 +1,7 @@
import { createElement } from 'react';
import { msg } from '@lingui/core/macro';
import { ReadStatus, SendStatus, SigningStatus } from '@prisma/client';
import { EnvelopeType, ReadStatus, SendStatus, SigningStatus } from '@prisma/client';
import { mailer } from '@documenso/email/mailer';
import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
@ -11,6 +11,7 @@ import { getI18nInstance } from '../../../client-only/providers/i18n-server';
import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
import { getEmailContext } from '../../../server-only/email/get-email-context';
import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
import type { JobRunIO } from '../../client/_internal/job';
import type { TSendDocumentCancelledEmailsJobDefinition } from './send-document-cancelled-emails';
@ -24,10 +25,14 @@ export const run = async ({
}) => {
const { documentId, cancellationReason } = payload;
const document = await prisma.document.findFirstOrThrow({
where: {
id: documentId,
},
const envelope = await prisma.envelope.findFirstOrThrow({
where: unsafeBuildEnvelopeIdQuery(
{
type: 'documentId',
id: documentId,
},
EnvelopeType.DOCUMENT,
),
include: {
user: {
select: {
@ -52,12 +57,12 @@ export const run = async ({
emailType: 'RECIPIENT',
source: {
type: 'team',
teamId: document.teamId,
teamId: envelope.teamId,
},
meta: document.documentMeta,
meta: envelope.documentMeta,
});
const { documentMeta, user: documentOwner } = document;
const { documentMeta, user: documentOwner } = envelope;
// Check if document cancellation emails are enabled
const isEmailEnabled = extractDerivedDocumentEmailSettings(documentMeta).documentDeleted;
@ -69,7 +74,7 @@ export const run = async ({
const i18n = await getI18nInstance(emailLanguage);
// Send cancellation emails to all recipients who have been sent the document or viewed it
const recipientsToNotify = document.recipients.filter(
const recipientsToNotify = envelope.recipients.filter(
(recipient) =>
(recipient.sendStatus === SendStatus.SENT || recipient.readStatus === ReadStatus.OPENED) &&
recipient.signingStatus !== SigningStatus.REJECTED,
@ -79,7 +84,7 @@ export const run = async ({
await Promise.all(
recipientsToNotify.map(async (recipient) => {
const template = createElement(DocumentCancelTemplate, {
documentName: document.title,
documentName: envelope.title,
inviterName: documentOwner.name || undefined,
inviterEmail: documentOwner.email,
assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
@ -102,7 +107,7 @@ export const run = async ({
},
from: senderEmail,
replyTo: replyToEmail,
subject: i18n._(msg`Document "${document.title}" Cancelled`),
subject: i18n._(msg`Document "${envelope.title}" Cancelled`),
html,
text,
});

View File

@ -1,6 +1,7 @@
import { createElement } from 'react';
import { msg } from '@lingui/core/macro';
import { EnvelopeType } from '@prisma/client';
import { mailer } from '@documenso/email/mailer';
import { DocumentRecipientSignedEmailTemplate } from '@documenso/email/templates/document-recipient-signed';
@ -10,6 +11,7 @@ import { getI18nInstance } from '../../../client-only/providers/i18n-server';
import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
import { getEmailContext } from '../../../server-only/email/get-email-context';
import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
import type { JobRunIO } from '../../client/_internal/job';
import type { TSendRecipientSignedEmailJobDefinition } from './send-recipient-signed-email';
@ -23,9 +25,15 @@ export const run = async ({
}) => {
const { documentId, recipientId } = payload;
const document = await prisma.document.findFirst({
const envelope = await prisma.envelope.findFirst({
where: {
id: documentId,
...unsafeBuildEnvelopeIdQuery(
{
type: 'documentId',
id: documentId,
},
EnvelopeType.DOCUMENT,
),
recipients: {
some: {
id: recipientId,
@ -49,25 +57,25 @@ export const run = async ({
},
});
if (!document) {
if (!envelope) {
throw new Error('Document not found');
}
if (document.recipients.length === 0) {
if (envelope.recipients.length === 0) {
throw new Error('Document has no recipients');
}
const isRecipientSignedEmailEnabled = extractDerivedDocumentEmailSettings(
document.documentMeta,
envelope.documentMeta,
).recipientSigned;
if (!isRecipientSignedEmailEnabled) {
return;
}
const [recipient] = document.recipients;
const [recipient] = envelope.recipients;
const { email: recipientEmail, name: recipientName } = recipient;
const { user: owner } = document;
const { user: owner } = envelope;
const recipientReference = recipientName || recipientEmail;
@ -80,9 +88,9 @@ export const run = async ({
emailType: 'INTERNAL',
source: {
type: 'team',
teamId: document.teamId,
teamId: envelope.teamId,
},
meta: document.documentMeta,
meta: envelope.documentMeta,
});
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
@ -90,7 +98,7 @@ export const run = async ({
const i18n = await getI18nInstance(emailLanguage);
const template = createElement(DocumentRecipientSignedEmailTemplate, {
documentName: document.title,
documentName: envelope.title,
recipientName,
recipientEmail,
assetBaseUrl,
@ -112,7 +120,7 @@ export const run = async ({
address: owner.email,
},
from: senderEmail,
subject: i18n._(msg`${recipientReference} has signed "${document.title}"`),
subject: i18n._(msg`${recipientReference} has signed "${envelope.title}"`),
html,
text,
});

View File

@ -1,7 +1,7 @@
import { createElement } from 'react';
import { msg } from '@lingui/core/macro';
import { SendStatus, SigningStatus } from '@prisma/client';
import { EnvelopeType, SendStatus, SigningStatus } from '@prisma/client';
import { mailer } from '@documenso/email/mailer';
import DocumentRejectedEmail from '@documenso/email/templates/document-rejected';
@ -13,6 +13,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
import { DOCUMENSO_INTERNAL_EMAIL } from '../../../constants/email';
import { getEmailContext } from '../../../server-only/email/get-email-context';
import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
import { formatDocumentsPath } from '../../../utils/teams';
import type { JobRunIO } from '../../client/_internal/job';
@ -27,11 +28,15 @@ export const run = async ({
}) => {
const { documentId, recipientId } = payload;
const [document, recipient] = await Promise.all([
prisma.document.findFirstOrThrow({
where: {
id: documentId,
},
const [envelope, recipient] = await Promise.all([
prisma.envelope.findFirstOrThrow({
where: unsafeBuildEnvelopeIdQuery(
{
type: 'documentId',
id: documentId,
},
EnvelopeType.DOCUMENT,
),
include: {
user: {
select: {
@ -58,10 +63,10 @@ export const run = async ({
}),
]);
const { user: documentOwner } = document;
const { user: documentOwner } = envelope;
const isEmailEnabled = extractDerivedDocumentEmailSettings(
document.documentMeta,
envelope.documentMeta,
).recipientSigningRequest;
if (!isEmailEnabled) {
@ -72,9 +77,9 @@ export const run = async ({
emailType: 'RECIPIENT',
source: {
type: 'team',
teamId: document.teamId,
teamId: envelope.teamId,
},
meta: document.documentMeta,
meta: envelope.documentMeta,
});
const i18n = await getI18nInstance(emailLanguage);
@ -83,8 +88,8 @@ export const run = async ({
await io.runTask('send-rejection-confirmation-email', async () => {
const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
recipientName: recipient.name,
documentName: document.title,
documentOwnerName: document.user.name || document.user.email,
documentName: envelope.title,
documentOwnerName: envelope.user.name || envelope.user.email,
reason: recipient.rejectionReason || '',
assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
});
@ -105,7 +110,7 @@ export const run = async ({
},
from: senderEmail,
replyTo: replyToEmail,
subject: i18n._(msg`Document "${document.title}" - Rejection Confirmed`),
subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
html,
text,
});
@ -115,9 +120,9 @@ export const run = async ({
await io.runTask('send-owner-notification-email', async () => {
const ownerTemplate = createElement(DocumentRejectedEmail, {
recipientName: recipient.name,
documentName: document.title,
documentUrl: `${NEXT_PUBLIC_WEBAPP_URL()}${formatDocumentsPath(document.team?.url)}/${
document.id
documentName: envelope.title,
documentUrl: `${NEXT_PUBLIC_WEBAPP_URL()}${formatDocumentsPath(envelope.team?.url)}/${
envelope.id
}`,
rejectionReason: recipient.rejectionReason || '',
assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
@ -138,7 +143,7 @@ export const run = async ({
address: documentOwner.email,
},
from: DOCUMENSO_INTERNAL_EMAIL, // Purposefully using internal email here.
subject: i18n._(msg`Document "${document.title}" - Rejected by ${recipient.name}`),
subject: i18n._(msg`Document "${envelope.title}" - Rejected by ${recipient.name}`),
html,
text,
});

View File

@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
import {
DocumentSource,
DocumentStatus,
EnvelopeType,
OrganisationType,
RecipientRole,
SendStatus,
@ -23,6 +24,7 @@ import { getEmailContext } from '../../../server-only/email/get-email-context';
import { DOCUMENT_AUDIT_LOG_TYPE } from '../../../types/document-audit-logs';
import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
import { createDocumentAuditLogData } from '../../../utils/document-audit-logs';
import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
import { renderCustomEmailTemplate } from '../../../utils/render-custom-email-template';
import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
import type { JobRunIO } from '../../client/_internal/job';
@ -37,7 +39,7 @@ export const run = async ({
}) => {
const { userId, documentId, recipientId, requestMetadata } = payload;
const [user, document, recipient] = await Promise.all([
const [user, envelope, recipient] = await Promise.all([
prisma.user.findFirstOrThrow({
where: {
id: userId,
@ -48,9 +50,15 @@ export const run = async ({
name: true,
},
}),
prisma.document.findFirstOrThrow({
prisma.envelope.findFirstOrThrow({
where: {
id: documentId,
...unsafeBuildEnvelopeIdQuery(
{
type: 'documentId',
id: documentId,
},
EnvelopeType.DOCUMENT,
),
status: DocumentStatus.PENDING,
},
include: {
@ -70,14 +78,14 @@ export const run = async ({
}),
]);
const { documentMeta, team } = document;
const { documentMeta, team } = envelope;
if (recipient.role === RecipientRole.CC) {
return;
}
const isRecipientSigningRequestEmailEnabled = extractDerivedDocumentEmailSettings(
document.documentMeta,
envelope.documentMeta,
).recipientSigningRequest;
if (!isRecipientSigningRequestEmailEnabled) {
@ -89,13 +97,13 @@ export const run = async ({
emailType: 'RECIPIENT',
source: {
type: 'team',
teamId: document.teamId,
teamId: envelope.teamId,
},
meta: document.documentMeta,
meta: envelope.documentMeta,
});
const customEmail = document?.documentMeta;
const isDirectTemplate = document.source === DocumentSource.TEMPLATE_DIRECT_LINK;
const customEmail = envelope?.documentMeta;
const isDirectTemplate = envelope.source === DocumentSource.TEMPLATE_DIRECT_LINK;
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
@ -113,7 +121,7 @@ export const run = async ({
if (selfSigner) {
emailMessage = i18n._(
msg`You have initiated the document ${`"${document.title}"`} that requires you to ${recipientActionVerb} it.`,
msg`You have initiated the document ${`"${envelope.title}"`} that requires you to ${recipientActionVerb} it.`,
);
emailSubject = i18n._(msg`Please ${recipientActionVerb} your document`);
}
@ -136,8 +144,8 @@ export const run = async ({
emailMessage = i18n._(
settings.includeSenderDetails
? msg`${inviterName} on behalf of "${team.name}" has invited you to ${recipientActionVerb} the document "${document.title}".`
: msg`${team.name} has invited you to ${recipientActionVerb} the document "${document.title}".`,
? msg`${inviterName} on behalf of "${team.name}" has invited you to ${recipientActionVerb} the document "${envelope.title}".`
: msg`${team.name} has invited you to ${recipientActionVerb} the document "${envelope.title}".`,
);
}
}
@ -145,14 +153,14 @@ export const run = async ({
const customEmailTemplate = {
'signer.name': name,
'signer.email': email,
'document.name': document.title,
'document.name': envelope.title,
};
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
const template = createElement(DocumentInviteEmailTemplate, {
documentName: document.title,
documentName: envelope.title,
inviterName: user.name || undefined,
inviterEmail:
organisationType === OrganisationType.ORGANISATION
@ -210,7 +218,7 @@ export const run = async ({
await prisma.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
documentId: document.id,
envelopeId: envelope.id,
user,
requestMetadata,
data: {

View File

@ -99,9 +99,12 @@ export const run = async ({
}
}
const document = await io.runTask(`create-document-${rowIndex}`, async () => {
const envelope = await io.runTask(`create-document-${rowIndex}`, async () => {
return await createDocumentFromTemplate({
templateId: template.id,
id: {
type: 'templateId',
id: template.id,
},
userId,
teamId,
recipients: recipients.map((recipient, index) => {
@ -124,7 +127,10 @@ export const run = async ({
if (sendImmediately) {
await io.runTask(`send-document-${rowIndex}`, async () => {
await sendDocument({
documentId: document.id,
id: {
type: 'envelopeId',
id: envelope.id,
},
userId,
teamId,
requestMetadata: {

View File

@ -1,4 +1,10 @@
import { DocumentStatus, RecipientRole, SigningStatus, WebhookTriggerEvents } from '@prisma/client';
import {
DocumentStatus,
EnvelopeType,
RecipientRole,
SigningStatus,
WebhookTriggerEvents,
} from '@prisma/client';
import { nanoid } from 'nanoid';
import path from 'node:path';
import { PDFDocument } from 'pdf-lib';
@ -22,7 +28,7 @@ import { triggerWebhook } from '../../../server-only/webhooks/trigger/trigger-we
import { DOCUMENT_AUDIT_LOG_TYPE } from '../../../types/document-audit-logs';
import {
ZWebhookDocumentSchema,
mapDocumentToWebhookDocumentPayload,
mapEnvelopeToWebhookDocumentPayload,
} from '../../../types/webhook-payload';
import { prefixedId } from '../../../universal/id';
import { getFileServerSide } from '../../../universal/upload/get-file.server';
@ -30,6 +36,7 @@ import { putPdfFileServerSide } from '../../../universal/upload/put-file.server'
import { fieldsContainUnsignedRequiredField } from '../../../utils/advanced-fields-helpers';
import { isDocumentCompleted } from '../../../utils/document';
import { createDocumentAuditLogData } from '../../../utils/document-audit-logs';
import { mapDocumentIdToSecondaryId } from '../../../utils/envelope';
import type { JobRunIO } from '../../client/_internal/job';
import type { TSealDocumentJobDefinition } from './seal-document';
@ -42,24 +49,35 @@ export const run = async ({
}) => {
const { documentId, sendEmail = true, isResealing = false, requestMetadata } = payload;
const document = await prisma.document.findFirstOrThrow({
const envelope = await prisma.envelope.findFirstOrThrow({
where: {
id: documentId,
type: EnvelopeType.DOCUMENT,
secondaryId: mapDocumentIdToSecondaryId(documentId),
},
include: {
documentMeta: true,
recipients: true,
envelopeItems: {
select: {
documentDataId: true,
},
},
},
});
// Todo: Envelopes
if (envelope.envelopeItems.length !== 1) {
throw new Error('1 Envelope item required');
}
const settings = await getTeamSettings({
userId: document.userId,
teamId: document.teamId,
userId: envelope.userId,
teamId: envelope.teamId,
});
const isComplete =
document.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
document.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
envelope.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
envelope.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
if (!isComplete) {
throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
@ -71,13 +89,13 @@ export const run = async ({
// after it has already run through the update task further below.
// eslint-disable-next-line @typescript-eslint/require-await
const documentStatus = await io.runTask('get-document-status', async () => {
return document.status;
return envelope.status;
});
// This is the same case as above.
// eslint-disable-next-line @typescript-eslint/require-await
const documentDataId = await io.runTask('get-document-data-id', async () => {
return document.documentDataId;
return envelope.envelopeItems[0].documentDataId;
});
const documentData = await prisma.documentData.findFirst({
@ -87,12 +105,12 @@ export const run = async ({
});
if (!documentData) {
throw new Error(`Document ${document.id} has no document data`);
throw new Error(`Document ${envelope.id} has no document data`);
}
const recipients = await prisma.recipient.findMany({
where: {
documentId: document.id,
envelopeId: envelope.id,
role: {
not: RecipientRole.CC,
},
@ -111,7 +129,7 @@ export const run = async ({
const fields = await prisma.field.findMany({
where: {
documentId: document.id,
envelopeId: envelope.id,
},
include: {
signature: true,
@ -120,7 +138,7 @@ export const run = async ({
// Skip the field check if the document is rejected
if (!isRejected && fieldsContainUnsignedRequiredField(fields)) {
throw new Error(`Document ${document.id} has unsigned required fields`);
throw new Error(`Document ${envelope.id} has unsigned required fields`);
}
if (isResealing) {
@ -129,10 +147,10 @@ export const run = async ({
documentData.data = documentData.initialData;
}
if (!document.qrToken) {
await prisma.document.update({
if (!envelope.qrToken) {
await prisma.envelope.update({
where: {
id: document.id,
id: envelope.id,
},
data: {
qrToken: prefixedId('qr'),
@ -145,7 +163,7 @@ export const run = async ({
const certificateData = settings.includeSigningCertificate
? await getCertificatePdf({
documentId,
language: document.documentMeta?.language,
language: envelope.documentMeta?.language,
}).catch((e) => {
console.log('Failed to get certificate PDF');
console.error(e);
@ -157,7 +175,7 @@ export const run = async ({
const auditLogData = settings.includeAuditLog
? await getAuditLogsPdf({
documentId,
language: document.documentMeta?.language,
language: envelope.documentMeta?.language,
}).catch((e) => {
console.log('Failed to get audit logs PDF');
console.error(e);
@ -204,7 +222,7 @@ export const run = async ({
for (const field of fields) {
if (field.inserted) {
document.useLegacyFieldInsertion
envelope.useLegacyFieldInsertion
? await legacy_insertFieldInPDF(pdfDoc, field)
: await insertFieldInPDF(pdfDoc, field);
}
@ -217,7 +235,8 @@ export const run = async ({
const pdfBytes = await pdfDoc.save();
const pdfBuffer = await signPdf({ pdf: Buffer.from(pdfBytes) });
const { name } = path.parse(document.title);
// Todo: Envelopes - Use the envelope item title instead.
const { name } = path.parse(envelope.title);
// Add suffix based on document status
const suffix = isRejected ? '_rejected.pdf' : '_signed.pdf';
@ -238,7 +257,7 @@ export const run = async ({
distinctId: nanoid(),
event: 'App: Document Sealed',
properties: {
documentId: document.id,
documentId: envelope.id,
isRejected,
},
});
@ -252,9 +271,9 @@ export const run = async ({
},
});
await tx.document.update({
await tx.envelope.update({
where: {
id: document.id,
id: envelope.id,
},
data: {
status: isRejected ? DocumentStatus.REJECTED : DocumentStatus.COMPLETED,
@ -274,7 +293,7 @@ export const run = async ({
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_COMPLETED,
documentId: document.id,
envelopeId: envelope.id,
requestMetadata,
user: null,
data: {
@ -289,21 +308,23 @@ export const run = async ({
await io.runTask('send-completed-email', async () => {
let shouldSendCompletedEmail = sendEmail && !isResealing && !isRejected;
if (isResealing && !isDocumentCompleted(document.status)) {
if (isResealing && !isDocumentCompleted(envelope.status)) {
shouldSendCompletedEmail = sendEmail;
}
if (shouldSendCompletedEmail) {
await sendCompletedEmail({ documentId, requestMetadata });
await sendCompletedEmail({
id: { type: 'envelopeId', id: envelope.id },
requestMetadata,
});
}
});
const updatedDocument = await prisma.document.findFirstOrThrow({
const updatedEnvelope = await prisma.envelope.findFirstOrThrow({
where: {
id: document.id,
id: envelope.id,
},
include: {
documentData: true,
documentMeta: true,
recipients: true,
},
@ -313,8 +334,8 @@ export const run = async ({
event: isRejected
? WebhookTriggerEvents.DOCUMENT_REJECTED
: WebhookTriggerEvents.DOCUMENT_COMPLETED,
data: ZWebhookDocumentSchema.parse(mapDocumentToWebhookDocumentPayload(updatedDocument)),
userId: updatedDocument.userId,
teamId: updatedDocument.teamId ?? undefined,
data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(updatedEnvelope)),
userId: updatedEnvelope.userId,
teamId: updatedEnvelope.teamId ?? undefined,
});
};