feat: implement template search functionality (#2376)

- Added function to handle template searches based on user input - Introduced in the TRPC router to facilitate authenticated template searches - Updated to include template search results alongside document search results - Enhanced query handling by enabling searches only when the input is valid - Created corresponding Zod schemas for request and response validation in
2026-07-26 09:54:51 +10:00 · 2026-03-09 01:44:51 +02:00
parent 6c8726b58c
commit c4754553c9
16 changed files with 1292 additions and 927 deletions
@@ -0,0 +1,135 @@
+import type { Prisma } from '@prisma/client';
+import { DocumentVisibility, EnvelopeType, TeamMemberRole } from '@prisma/client';
+import { match } from 'ts-pattern';
+
+import { formatTemplatesPath, getHighestTeamRoleInGroup } from '@documenso/lib/utils/teams';
+import { prisma } from '@documenso/prisma';
+
+import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
+import { getUserTeamGroups } from '../team/get-user-team-groups';
+
+export type SearchTemplatesWithKeywordOptions = {
+  query: string;
+  userId: number;
+  limit?: number;
+};
+
+export const searchTemplatesWithKeyword = async ({
+  query,
+  userId,
+  limit = 20,
+}: SearchTemplatesWithKeywordOptions) => {
+  if (!query.trim()) {
+    return [];
+  }
+
+  const [user, teamGroupsByTeamId] = await Promise.all([
+    prisma.user.findFirstOrThrow({
+      where: {
+        id: userId,
+      },
+    }),
+    getUserTeamGroups({ userId }),
+  ]);
+
+  const teamIds = [...teamGroupsByTeamId.keys()];
+
+  const filters: Prisma.EnvelopeWhereInput[] = [
+    // Templates owned by the user matching title or recipient email.
+    {
+      userId,
+      deletedAt: null,
+      OR: [
+        { title: { contains: query, mode: 'insensitive' } },
+        {
+          recipients: {
+            some: { email: { contains: query, mode: 'insensitive' } },
+          },
+        },
+      ],
+    },
+  ];
+
+  // Team templates the user has access to.
+  if (teamIds.length > 0) {
+    filters.push({
+      teamId: { in: teamIds },
+      deletedAt: null,
+      OR: [
+        { title: { contains: query, mode: 'insensitive' } },
+        {
+          recipients: {
+            some: { email: { contains: query, mode: 'insensitive' } },
+          },
+        },
+      ],
+    });
+  }
+
+  const envelopes = await prisma.envelope.findMany({
+    where: {
+      type: EnvelopeType.TEMPLATE,
+      OR: filters,
+    },
+    select: {
+      id: true,
+      userId: true,
+      teamId: true,
+      title: true,
+      secondaryId: true,
+      visibility: true,
+      recipients: {
+        select: {
+          email: true,
+        },
+      },
+      team: {
+        select: {
+          url: true,
+        },
+      },
+    },
+    distinct: ['id'],
+    orderBy: {
+      createdAt: 'desc',
+    },
+    // Over-fetch to compensate for post-query visibility filtering on team templates.
+    take: limit * 3,
+  });
+
+  const results = envelopes
+    .filter((envelope) => {
+      if (!envelope.teamId || envelope.userId === user.id) {
+        return true;
+      }
+
+      const teamGroups = teamGroupsByTeamId.get(envelope.teamId) ?? [];
+      const teamMemberRole = getHighestTeamRoleInGroup(teamGroups);
+
+      if (!teamMemberRole) {
+        return false;
+      }
+
+      return match([envelope.visibility, teamMemberRole])
+        .with([DocumentVisibility.EVERYONE, TeamMemberRole.ADMIN], () => true)
+        .with([DocumentVisibility.EVERYONE, TeamMemberRole.MANAGER], () => true)
+        .with([DocumentVisibility.EVERYONE, TeamMemberRole.MEMBER], () => true)
+        .with([DocumentVisibility.MANAGER_AND_ABOVE, TeamMemberRole.ADMIN], () => true)
+        .with([DocumentVisibility.MANAGER_AND_ABOVE, TeamMemberRole.MANAGER], () => true)
+        .with([DocumentVisibility.ADMIN, TeamMemberRole.ADMIN], () => true)
+        .otherwise(() => false);
+    })
+    .slice(0, limit)
+    .map((envelope) => {
+      const legacyTemplateId = mapSecondaryIdToTemplateId(envelope.secondaryId);
+      const path = `${formatTemplatesPath(envelope.team.url)}/${legacyTemplateId}`;
+
+      return {
+        title: envelope.title,
+        path,
+        value: [envelope.id, envelope.title, ...envelope.recipients.map((r) => r.email)].join(' '),
+      };
+    });
+
+  return results;
+};