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https://github.com/documenso/documenso.git
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feat: migrate templates and documents to envelope model
This commit is contained in:
David Nguyen
343
packages/lib/server-only/envelope/create-envelope.ts
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343
packages/lib/server-only/envelope/create-envelope.ts
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import type { DocumentMeta, DocumentVisibility, TemplateType } from '@prisma/client';
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import {
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DocumentSource,
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EnvelopeType,
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FolderType,
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RecipientRole,
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SendStatus,
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SigningStatus,
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WebhookTriggerEvents,
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} from '@prisma/client';
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import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
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import { normalizePdf as makeNormalizedPdf } from '@documenso/lib/server-only/pdf/normalize-pdf';
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import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
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import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
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import { nanoid, prefixedId } from '@documenso/lib/universal/id';
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import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
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import { prisma } from '@documenso/prisma';
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import type { TCreateDocumentTemporaryRequest } from '@documenso/trpc/server/document-router/create-document-temporary.types';
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import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
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import type { TDocumentFormValues } from '../../types/document-form-values';
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import {
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ZWebhookDocumentSchema,
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mapEnvelopeToWebhookDocumentPayload,
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} from '../../types/webhook-payload';
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import { getFileServerSide } from '../../universal/upload/get-file.server';
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import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
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import { extractDerivedDocumentMeta } from '../../utils/document';
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import { createDocumentAuthOptions, createRecipientAuthOptions } from '../../utils/document-auth';
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import { buildTeamWhereQuery } from '../../utils/teams';
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import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-id';
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import { getTeamSettings } from '../team/get-team-settings';
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import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
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export type CreateEnvelopeOptions = {
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userId: number;
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teamId: number;
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normalizePdf?: boolean;
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data: {
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type: EnvelopeType;
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title: string;
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externalId?: string;
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envelopeItems: { title?: string; documentDataId: string }[];
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formValues?: TDocumentFormValues;
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timezone?: string;
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userTimezone?: string;
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templateType?: TemplateType;
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publicTitle?: string;
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publicDescription?: string;
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visibility?: DocumentVisibility;
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globalAccessAuth?: TDocumentAccessAuthTypes[];
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globalActionAuth?: TDocumentActionAuthTypes[];
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recipients?: TCreateDocumentTemporaryRequest['recipients'];
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folderId?: string;
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};
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meta?: Partial<Omit<DocumentMeta, 'id'>>;
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requestMetadata: ApiRequestMetadata;
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};
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export const createEnvelope = async ({
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userId,
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teamId,
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normalizePdf,
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data,
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meta,
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requestMetadata,
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}: CreateEnvelopeOptions) => {
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const {
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type,
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title,
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externalId,
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formValues,
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timezone,
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userTimezone,
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folderId,
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templateType,
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globalAccessAuth,
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globalActionAuth,
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publicTitle,
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publicDescription,
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visibility: visibilityOverride,
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} = data;
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const team = await prisma.team.findFirst({
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where: buildTeamWhereQuery({ teamId, userId }),
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include: {
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organisation: {
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select: {
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organisationClaim: true,
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},
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},
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},
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});
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if (!team) {
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throw new AppError(AppErrorCode.NOT_FOUND, {
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message: 'Team not found',
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});
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}
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// Verify that the folder exists and is associated with the team.
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if (folderId) {
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const folder = await prisma.folder.findUnique({
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where: {
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id: folderId,
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type: data.type === EnvelopeType.TEMPLATE ? FolderType.TEMPLATE : FolderType.DOCUMENT,
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team: buildTeamWhereQuery({ teamId, userId }),
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},
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});
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if (!folder) {
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throw new AppError(AppErrorCode.NOT_FOUND, {
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message: 'Folder not found',
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});
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}
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}
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const settings = await getTeamSettings({
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userId,
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teamId,
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});
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let envelopeItems: { title?: string; documentDataId: string }[] = data.envelopeItems;
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if (normalizePdf) {
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envelopeItems = await Promise.all(
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data.envelopeItems.map(async (item) => {
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const documentData = await prisma.documentData.findFirst({
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where: {
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id: item.documentDataId,
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},
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});
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if (!documentData) {
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throw new AppError(AppErrorCode.NOT_FOUND, {
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message: 'Document data not found',
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});
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}
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const buffer = await getFileServerSide(documentData);
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const normalizedPdf = await makeNormalizedPdf(Buffer.from(buffer));
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const newDocumentData = await putPdfFileServerSide({
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name: title.endsWith('.pdf') ? title : `${title}.pdf`,
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type: 'application/pdf',
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arrayBuffer: async () => Promise.resolve(normalizedPdf),
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});
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return {
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title: item.title,
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documentDataId: newDocumentData.id,
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};
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}),
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);
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}
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const authOptions = createDocumentAuthOptions({
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globalAccessAuth: globalAccessAuth || [],
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globalActionAuth: globalActionAuth || [],
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});
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const recipientsHaveActionAuth = data.recipients?.some(
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(recipient) => recipient.actionAuth && recipient.actionAuth.length > 0,
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);
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// Check if user has permission to set the global action auth.
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if (
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(authOptions.globalActionAuth.length > 0 || recipientsHaveActionAuth) &&
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!team.organisation.organisationClaim.flags.cfr21
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) {
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throw new AppError(AppErrorCode.UNAUTHORIZED, {
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message: 'You do not have permission to set the action auth',
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});
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}
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const visibility = visibilityOverride || settings.documentVisibility;
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const emailId = meta?.emailId;
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// Validate that the email ID belongs to the organisation.
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if (emailId) {
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const email = await prisma.organisationEmail.findFirst({
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where: {
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id: emailId,
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organisationId: team.organisationId,
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},
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});
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if (!email) {
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throw new AppError(AppErrorCode.NOT_FOUND, {
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message: 'Email not found',
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});
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}
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}
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// userTimezone is last because it's always passed in regardless of the organisation/team settings
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// for uploads from the frontend
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const timezoneToUse = timezone || settings.documentTimezone || userTimezone;
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const documentMeta = await prisma.documentMeta.create({
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data: extractDerivedDocumentMeta(settings, {
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...meta,
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timezone: timezoneToUse,
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}),
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});
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const secondaryId =
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type === EnvelopeType.DOCUMENT
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? await incrementDocumentId().then((v) => v.formattedDocumentId)
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: await incrementTemplateId().then((v) => v.formattedTemplateId);
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return await prisma.$transaction(async (tx) => {
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const envelope = await tx.envelope.create({
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data: {
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id: prefixedId('envelope'),
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secondaryId,
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type,
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title,
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qrToken: prefixedId('qr'),
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externalId,
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envelopeItems: {
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createMany: {
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data: envelopeItems.map((item) => ({
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id: prefixedId('envelope_item'),
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title: item.title || title,
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documentDataId: item.documentDataId,
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})),
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},
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},
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userId,
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teamId,
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authOptions,
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visibility,
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folderId,
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formValues,
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source: DocumentSource.DOCUMENT, // Todo: Migration
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documentMetaId: documentMeta.id,
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// Template specific fields.
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templateType: type === EnvelopeType.TEMPLATE ? templateType : undefined,
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publicTitle: type === EnvelopeType.TEMPLATE ? publicTitle : undefined,
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publicDescription: type === EnvelopeType.TEMPLATE ? publicDescription : undefined,
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},
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include: {
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envelopeItems: true,
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},
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});
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// Todo: Envelopes - Support multiple envelope items.
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const firstEnvelopeItemId = envelope.envelopeItems[0].id;
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await Promise.all(
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(data.recipients || []).map(async (recipient) => {
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const recipientAuthOptions = createRecipientAuthOptions({
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accessAuth: recipient.accessAuth ?? [],
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actionAuth: recipient.actionAuth ?? [],
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});
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await tx.recipient.create({
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data: {
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envelopeId: envelope.id,
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name: recipient.name,
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email: recipient.email,
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role: recipient.role,
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signingOrder: recipient.signingOrder,
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token: nanoid(),
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sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
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signingStatus:
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recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
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authOptions: recipientAuthOptions,
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fields: {
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createMany: {
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data: (recipient.fields || []).map((field) => ({
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envelopeId: envelope.id,
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envelopeItemId: firstEnvelopeItemId,
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type: field.type,
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page: field.pageNumber,
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positionX: field.pageX,
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positionY: field.pageY,
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width: field.width,
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height: field.height,
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customText: '',
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inserted: false,
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fieldMeta: field.fieldMeta,
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})),
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},
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},
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},
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});
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}),
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);
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const createdEnvelope = await tx.envelope.findFirst({
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where: {
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id: envelope.id,
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},
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include: {
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documentMeta: true,
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recipients: true,
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fields: true,
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folder: true,
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envelopeItems: true,
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},
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});
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if (!createdEnvelope) {
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throw new AppError(AppErrorCode.NOT_FOUND, {
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message: 'Envelope not found',
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});
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}
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// Only create audit logs and webhook events for documents.
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if (type === EnvelopeType.DOCUMENT) {
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await tx.documentAuditLog.create({
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data: createDocumentAuditLogData({
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type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED,
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envelopeId: envelope.id,
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metadata: requestMetadata,
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data: {
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title,
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source: {
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type: DocumentSource.DOCUMENT,
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},
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},
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}),
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});
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await triggerWebhook({
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event: WebhookTriggerEvents.DOCUMENT_CREATED,
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data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(createdEnvelope)),
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userId,
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teamId,
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});
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}
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return createdEnvelope;
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});
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};
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