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Code Issues Packages Projects Releases Wiki Activity

feat: add envelopes api (#2105)

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This commit is contained in:
David Nguyen
2025-11-07 14:17:52 +11:00
committed by GitHub
parent d2a009d52e
commit d05bfa9fed
230 changed files with 10066 additions and 2812 deletions
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8
packages/lib/server-only/admin/admin-find-documents.ts
View File

@ -78,6 +78,14 @@ export const adminFindDocuments = async ({
url: true,
},
},
envelopeItems: {
select: {
id: true,
envelopeId: true,
title: true,
order: true,
},
},
},
}),
prisma.envelope.count({

8
packages/lib/server-only/document/find-documents.ts
View File

@ -248,6 +248,14 @@ export const findDocuments = async ({
url: true,
},
},
envelopeItems: {
select: {
id: true,
envelopeId: true,
title: true,
order: true,
},
},
},
}),
prisma.envelope.count({

4
packages/lib/server-only/document/get-document-by-token.ts
View File

@ -92,6 +92,10 @@ export const getDocumentAndSenderByToken = async ({
},
envelopeItems: {
select: {
id: true,
title: true,
order: true,
envelopeId: true,
documentData: true,
},
},

3
packages/lib/server-only/document/get-document-with-details-by-id.ts
View File

@ -63,5 +63,8 @@ export const getDocumentWithDetailsById = async ({
documentId: legacyDocumentId,
password: null,
},
envelopeItems: envelope.envelopeItems.map((envelopeItem) => ({
...envelopeItem,
})),
};
};

30
packages/lib/server-only/document/send-document.ts
View File

@ -20,7 +20,12 @@ import { validateCheckboxLength } from '../../advanced-fields-validation/validat
import { AppError, AppErrorCode } from '../../errors/app-error';
import { jobs } from '../../jobs/client';
import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
import { ZCheckboxFieldMeta, ZDropdownFieldMeta, ZRadioFieldMeta } from '../../types/field-meta';
import {
ZCheckboxFieldMeta,
ZDropdownFieldMeta,
ZFieldAndMetaSchema,
ZRadioFieldMeta,
} from '../../types/field-meta';
import {
ZWebhookDocumentSchema,
mapEnvelopeToWebhookDocumentPayload,
@ -174,9 +179,20 @@ export const sendDocument = async ({
const fieldsToAutoInsert: { fieldId: number; customText: string }[] = [];
// Auto insert radio and checkboxes that have default values.
// Validate and autoinsert fields for V2 envelopes.
if (envelope.internalVersion === 2) {
for (const field of envelope.fields) {
for (const unknownField of envelope.fields) {
const parsedField = ZFieldAndMetaSchema.safeParse(unknownField);
if (parsedField.error) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'One or more fields have invalid metadata. Error: ' + parsedField.error.message,
});
}
const field = parsedField.data;
const fieldId = unknownField.id;
if (field.type === FieldType.RADIO) {
const { values = [] } = ZRadioFieldMeta.parse(field.fieldMeta);
@ -184,7 +200,7 @@ export const sendDocument = async ({
if (checkedItemIndex !== -1) {
fieldsToAutoInsert.push({
fieldId: field.id,
fieldId,
customText: toRadioCustomText(checkedItemIndex),
});
}
@ -195,7 +211,7 @@ export const sendDocument = async ({
if (defaultValue && values.some((value) => value.value === defaultValue)) {
fieldsToAutoInsert.push({
fieldId: field.id,
fieldId,
customText: defaultValue,
});
}
@ -234,9 +250,9 @@ export const sendDocument = async ({
);
}
if (isValid) {
if (isValid && checkedIndices.length > 0) {
fieldsToAutoInsert.push({
fieldId: field.id,
fieldId,
customText: toCheckboxCustomText(checkedIndices),
});
}

35
packages/lib/server-only/envelope/create-envelope.ts
View File

@ -16,11 +16,16 @@ import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-reques
import { nanoid, prefixedId } from '@documenso/lib/universal/id';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
import { prisma } from '@documenso/prisma';
import type { TCreateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/create-envelope.types';
import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
import type {
TDocumentAccessAuthTypes,
TDocumentActionAuthTypes,
TRecipientAccessAuthTypes,
TRecipientActionAuthTypes,
} from '../../types/document-auth';
import type { TDocumentFormValues } from '../../types/document-form-values';
import type { TEnvelopeAttachmentType } from '../../types/envelope-attachment';
import type { TFieldAndMeta } from '../../types/field-meta';
import {
ZWebhookDocumentSchema,
mapEnvelopeToWebhookDocumentPayload,
@ -34,6 +39,25 @@ import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-
import { getTeamSettings } from '../team/get-team-settings';
import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
type CreateEnvelopeRecipientFieldOptions = TFieldAndMeta & {
documentDataId: string;
page: number;
positionX: number;
positionY: number;
width: number;
height: number;
};
type CreateEnvelopeRecipientOptions = {
email: string;
name: string;
role: RecipientRole;
signingOrder?: number;
accessAuth?: TRecipientAccessAuthTypes[];
actionAuth?: TRecipientActionAuthTypes[];
fields?: CreateEnvelopeRecipientFieldOptions[];
};
export type CreateEnvelopeOptions = {
userId: number;
teamId: number;
@ -46,7 +70,6 @@ export type CreateEnvelopeOptions = {
envelopeItems: { title?: string; documentDataId: string; order?: number }[];
formValues?: TDocumentFormValues;
timezone?: string;
userTimezone?: string;
templateType?: TemplateType;
@ -56,7 +79,7 @@ export type CreateEnvelopeOptions = {
visibility?: DocumentVisibility;
globalAccessAuth?: TDocumentAccessAuthTypes[];
globalActionAuth?: TDocumentActionAuthTypes[];
recipients?: TCreateEnvelopeRequest['recipients'];
recipients?: CreateEnvelopeRecipientOptions[];
folderId?: string;
};
attachments?: Array<{
@ -83,7 +106,6 @@ export const createEnvelope = async ({
title,
externalId,
formValues,
timezone,
userTimezone,
folderId,
templateType,
@ -142,6 +164,7 @@ export const createEnvelope = async ({
let envelopeItems: { title?: string; documentDataId: string; order?: number }[] =
data.envelopeItems;
// Todo: Envelopes - Remove
if (normalizePdf) {
envelopeItems = await Promise.all(
data.envelopeItems.map(async (item) => {
@ -219,7 +242,7 @@ export const createEnvelope = async ({
// userTimezone is last because it's always passed in regardless of the organisation/team settings
// for uploads from the frontend
const timezoneToUse = timezone || settings.documentTimezone || userTimezone;
const timezoneToUse = meta?.timezone || settings.documentTimezone || userTimezone;
const documentMeta = await prisma.documentMeta.create({
data: extractDerivedDocumentMeta(settings, {

2
packages/lib/server-only/envelope/get-envelope-for-direct-template-signing.ts
View File

@ -143,7 +143,7 @@ export const getEnvelopeForDirectTemplateSigning = async ({
envelope,
recipient: {
...recipient,
token: envelope.directLink?.token || '',
directToken: envelope.directLink?.token || '',
},
recipientSignature: null,
isRecipientsTurn: true,

21
packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts
View File

@ -2,7 +2,6 @@ import { DocumentSigningOrder, DocumentStatus, EnvelopeType, SigningStatus } fro
import { z } from 'zod';
import { prisma } from '@documenso/prisma';
import DocumentDataSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentDataSchema';
import DocumentMetaSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentMetaSchema';
import EnvelopeItemSchema from '@documenso/prisma/generated/zod/modelSchema/EnvelopeItemSchema';
import EnvelopeSchema from '@documenso/prisma/generated/zod/modelSchema/EnvelopeSchema';
@ -72,20 +71,11 @@ export const ZEnvelopeForSigningResponse = z.object({
.array(),
envelopeItems: EnvelopeItemSchema.pick({
envelopeId: true,
id: true,
title: true,
documentDataId: true,
order: true,
})
.extend({
documentData: DocumentDataSchema.pick({
type: true,
id: true,
data: true,
initialData: true,
}),
})
.array(),
}).array(),
team: TeamSchema.pick({
id: true,
@ -117,6 +107,7 @@ export const ZEnvelopeForSigningResponse = z.object({
signingOrder: true,
rejectionReason: true,
}).extend({
directToken: z.string().nullish(),
fields: ZFieldSchema.omit({
documentId: true,
templateId: true,
@ -199,11 +190,7 @@ export const getEnvelopeForRecipientSigning = async ({
signingOrder: 'asc',
},
},
envelopeItems: {
include: {
documentData: true,
},
},
envelopeItems: true,
team: {
select: {
id: true,

12
packages/lib/server-only/field/create-envelope-fields.ts
View File

@ -26,9 +26,9 @@ export interface CreateEnvelopeFieldsOptions {
envelopeItemId?: string;
recipientId: number;
pageNumber: number;
pageX: number;
pageY: number;
page: number;
positionX: number;
positionY: number;
width: number;
height: number;
})[];
@ -122,9 +122,9 @@ export const createEnvelopeFields = async ({
const newlyCreatedFields = await tx.field.createManyAndReturn({
data: validatedFields.map((field) => ({
type: field.type,
page: field.pageNumber,
positionX: field.pageX,
positionY: field.pageY,
page: field.page,
positionX: field.positionX,
positionY: field.positionY,
width: field.width,
height: field.height,
customText: '',

4
packages/lib/server-only/field/get-field-by-id.ts
View File

@ -11,7 +11,7 @@ export type GetFieldByIdOptions = {
userId: number;
teamId: number;
fieldId: number;
envelopeType: EnvelopeType;
envelopeType?: EnvelopeType;
};
export const getFieldById = async ({
@ -41,7 +41,7 @@ export const getFieldById = async ({
type: 'envelopeId',
id: field.envelopeId,
},
type: envelopeType,
type: envelopeType ?? null,
userId,
teamId,
});

2
packages/lib/server-only/field/set-fields-for-document.ts
View File

@ -158,7 +158,7 @@ export const setFieldsForDocument = async ({
const numberFieldParsedMeta = ZNumberFieldMeta.parse(field.fieldMeta);
const errors = validateNumberField(
String(numberFieldParsedMeta.value),
String(numberFieldParsedMeta.value || ''),
numberFieldParsedMeta,
false,
);

86
packages/lib/server-only/field/update-document-fields.ts → packages/lib/server-only/field/update-envelope-fields.ts
View File

@ -10,18 +10,21 @@ import {
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { type EnvelopeIdOptions } from '../../utils/envelope';
import { mapFieldToLegacyField } from '../../utils/fields';
import { canRecipientFieldsBeModified } from '../../utils/recipients';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface UpdateDocumentFieldsOptions {
export interface UpdateEnvelopeFieldsOptions {
userId: number;
teamId: number;
documentId: number;
id: EnvelopeIdOptions;
type?: EnvelopeType | null; // Only used to enforce the type.
fields: {
id: number;
type?: FieldType;
pageNumber?: number;
envelopeItemId?: string;
pageX?: number;
pageY?: number;
width?: number;
@ -31,19 +34,17 @@ export interface UpdateDocumentFieldsOptions {
requestMetadata: ApiRequestMetadata;
}
export const updateDocumentFields = async ({
export const updateEnvelopeFields = async ({
userId,
teamId,
documentId,
id,
type = null,
fields,
requestMetadata,
}: UpdateDocumentFieldsOptions) => {
}: UpdateEnvelopeFieldsOptions) => {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'documentId',
id: documentId,
},
type: EnvelopeType.DOCUMENT,
id,
type,
userId,
teamId,
});
@ -53,18 +54,19 @@ export const updateDocumentFields = async ({
include: {
recipients: true,
fields: true,
envelopeItems: true,
},
});
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document not found',
message: 'Envelope not found',
});
}
if (envelope.completedAt) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Document already complete',
message: 'Envelope already complete',
});
}
@ -96,6 +98,29 @@ export const updateDocumentFields = async ({
});
}
const fieldType = field.type || originalField.type;
const fieldMetaType = field.fieldMeta?.type || originalField.fieldMeta?.type;
// Not going to mess with V1 envelopes.
if (
envelope.internalVersion === 2 &&
fieldMetaType &&
fieldMetaType.toLowerCase() !== fieldType.toLowerCase()
) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Field meta type does not match the field type',
});
}
if (
field.envelopeItemId &&
!envelope.envelopeItems.some((item) => item.id === field.envelopeItemId)
) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Envelope item not found',
});
}
return {
originalField,
updateData: field,
@ -118,27 +143,30 @@ export const updateDocumentFields = async ({
width: updateData.width,
height: updateData.height,
fieldMeta: updateData.fieldMeta,
envelopeItemId: updateData.envelopeItemId,
},
});
const changes = diffFieldChanges(originalField, updatedField);
// Handle field updated audit log.
if (changes.length > 0) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
fieldId: updatedField.secondaryId,
fieldRecipientEmail: recipientEmail,
fieldRecipientId: updatedField.recipientId,
fieldType: updatedField.type,
changes,
},
}),
});
if (envelope.type === EnvelopeType.DOCUMENT) {
const changes = diffFieldChanges(originalField, updatedField);
if (changes.length > 0) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
fieldId: updatedField.secondaryId,
fieldRecipientEmail: recipientEmail,
fieldRecipientId: updatedField.recipientId,
fieldType: updatedField.type,
changes,
},
}),
});
}
}
return updatedField;

116
packages/lib/server-only/field/update-template-fields.ts
View File

@ -1,116 +0,0 @@
import { EnvelopeType, type FieldType } from '@prisma/client';
import type { TFieldMetaSchema } from '@documenso/lib/types/field-meta';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { mapFieldToLegacyField } from '../../utils/fields';
import { canRecipientFieldsBeModified } from '../../utils/recipients';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface UpdateTemplateFieldsOptions {
userId: number;
teamId: number;
templateId: number;
fields: {
id: number;
type?: FieldType;
pageNumber?: number;
pageX?: number;
pageY?: number;
width?: number;
height?: number;
fieldMeta?: TFieldMetaSchema;
}[];
}
export const updateTemplateFields = async ({
userId,
teamId,
templateId,
fields,
}: UpdateTemplateFieldsOptions) => {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'templateId',
id: templateId,
},
type: EnvelopeType.TEMPLATE,
userId,
teamId,
});
const envelope = await prisma.envelope.findFirst({
where: envelopeWhereInput,
include: {
recipients: true,
fields: true,
},
});
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document not found',
});
}
const fieldsToUpdate = fields.map((field) => {
const originalField = envelope.fields.find((existingField) => existingField.id === field.id);
if (!originalField) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: `Field with id ${field.id} not found`,
});
}
const recipient = envelope.recipients.find(
(recipient) => recipient.id === originalField.recipientId,
);
// Each field MUST have a recipient associated with it.
if (!recipient) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: `Recipient attached to field ${field.id} not found`,
});
}
// Check whether the recipient associated with the field can be modified.
if (!canRecipientFieldsBeModified(recipient, envelope.fields)) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message:
'Cannot modify a field where the recipient has already interacted with the document',
});
}
return {
updateData: field,
};
});
const updatedFields = await prisma.$transaction(async (tx) => {
return await Promise.all(
fieldsToUpdate.map(async ({ updateData }) => {
const updatedField = await tx.field.update({
where: {
id: updateData.id,
},
data: {
type: updateData.type,
page: updateData.pageNumber,
positionX: updateData.pageX,
positionY: updateData.pageY,
width: updateData.width,
height: updateData.height,
fieldMeta: updateData.fieldMeta,
},
});
return updatedField;
}),
);
});
return {
fields: updatedFields.map((field) => mapFieldToLegacyField(field, envelope)),
};
};

15
packages/lib/server-only/pdf/normalize-pdf.ts
View File

@ -1,13 +1,22 @@
import { PDFDocument } from '@cantoo/pdf-lib';
import { AppError } from '../../errors/app-error';
import { flattenAnnotations } from './flatten-annotations';
import { flattenForm, removeOptionalContentGroups } from './flatten-form';
export const normalizePdf = async (pdf: Buffer) => {
const pdfDoc = await PDFDocument.load(pdf).catch(() => null);
const pdfDoc = await PDFDocument.load(pdf).catch((e) => {
console.error(`PDF normalization error: ${e.message}`);
if (!pdfDoc) {
return pdf;
throw new AppError('INVALID_DOCUMENT_FILE', {
message: 'The document is not a valid PDF',
});
});
if (pdfDoc.isEncrypted) {
throw new AppError('INVALID_DOCUMENT_FILE', {
message: 'The document is encrypted',
});
}
removeOptionalContentGroups(pdfDoc);

44
packages/lib/server-only/recipient/create-document-recipients.ts → packages/lib/server-only/recipient/create-envelope-recipients.ts
View File

@ -15,7 +15,7 @@ import type { EnvelopeIdOptions } from '../../utils/envelope';
import { mapRecipientToLegacyRecipient } from '../../utils/recipients';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface CreateDocumentRecipientsOptions {
export interface CreateEnvelopeRecipientsOptions {
userId: number;
teamId: number;
id: EnvelopeIdOptions;
@ -30,16 +30,16 @@ export interface CreateDocumentRecipientsOptions {
requestMetadata: ApiRequestMetadata;
}
export const createDocumentRecipients = async ({
export const createEnvelopeRecipients = async ({
userId,
teamId,
id,
recipients: recipientsToCreate,
requestMetadata,
}: CreateDocumentRecipientsOptions) => {
}: CreateEnvelopeRecipientsOptions) => {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id,
type: EnvelopeType.DOCUMENT,
type: null,
userId,
teamId,
});
@ -62,13 +62,13 @@ export const createDocumentRecipients = async ({
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document not found',
message: 'Envelope not found',
});
}
if (envelope.completedAt) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Document already complete',
message: 'Envelope already complete',
});
}
@ -112,21 +112,23 @@ export const createDocumentRecipients = async ({
});
// Handle recipient created audit log.
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
recipientEmail: createdRecipient.email,
recipientName: createdRecipient.name,
recipientId: createdRecipient.id,
recipientRole: createdRecipient.role,
accessAuth: recipient.accessAuth ?? [],
actionAuth: recipient.actionAuth ?? [],
},
}),
});
if (envelope.type === EnvelopeType.DOCUMENT) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
recipientEmail: createdRecipient.email,
recipientName: createdRecipient.name,
recipientId: createdRecipient.id,
recipientRole: createdRecipient.role,
accessAuth: recipient.accessAuth ?? [],
actionAuth: recipient.actionAuth ?? [],
},
}),
});
}
return createdRecipient;
}),

115
packages/lib/server-only/recipient/create-template-recipients.ts
View File

@ -1,115 +0,0 @@
import { EnvelopeType, RecipientRole } from '@prisma/client';
import { SendStatus, SigningStatus } from '@prisma/client';
import type { TRecipientAccessAuthTypes } from '@documenso/lib/types/document-auth';
import { type TRecipientActionAuthTypes } from '@documenso/lib/types/document-auth';
import { nanoid } from '@documenso/lib/universal/id';
import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { mapRecipientToLegacyRecipient } from '../../utils/recipients';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface CreateTemplateRecipientsOptions {
userId: number;
teamId: number;
templateId: number;
recipients: {
email: string;
name: string;
role: RecipientRole;
signingOrder?: number | null;
accessAuth?: TRecipientAccessAuthTypes[];
actionAuth?: TRecipientActionAuthTypes[];
}[];
}
export const createTemplateRecipients = async ({
userId,
teamId,
templateId,
recipients: recipientsToCreate,
}: CreateTemplateRecipientsOptions) => {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'templateId',
id: templateId,
},
type: EnvelopeType.TEMPLATE,
userId,
teamId,
});
const template = await prisma.envelope.findFirst({
where: envelopeWhereInput,
include: {
recipients: true,
team: {
select: {
organisation: {
select: {
organisationClaim: true,
},
},
},
},
},
});
if (!template) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found',
});
}
const recipientsHaveActionAuth = recipientsToCreate.some(
(recipient) => recipient.actionAuth && recipient.actionAuth.length > 0,
);
// Check if user has permission to set the global action auth.
if (recipientsHaveActionAuth && !template.team.organisation.organisationClaim.flags.cfr21) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have permission to set the action auth',
});
}
const normalizedRecipients = recipientsToCreate.map((recipient) => ({
...recipient,
email: recipient.email.toLowerCase(),
}));
const createdRecipients = await prisma.$transaction(async (tx) => {
return await Promise.all(
normalizedRecipients.map(async (recipient) => {
const authOptions = createRecipientAuthOptions({
accessAuth: recipient.accessAuth ?? [],
actionAuth: recipient.actionAuth ?? [],
});
const createdRecipient = await tx.recipient.create({
data: {
envelopeId: template.id,
name: recipient.name,
email: recipient.email,
role: recipient.role,
signingOrder: recipient.signingOrder,
token: nanoid(),
sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
signingStatus:
recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
authOptions,
},
});
return createdRecipient;
}),
);
});
return {
recipients: createdRecipients.map((recipient) =>
mapRecipientToLegacyRecipient(recipient, template),
),
};
};

63
packages/lib/server-only/recipient/delete-document-recipient.ts → packages/lib/server-only/recipient/delete-envelope-recipient.ts
View File

@ -14,26 +14,27 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
import { canRecipientBeModified } from '../../utils/recipients';
import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
import { buildTeamWhereQuery } from '../../utils/teams';
import { getEmailContext } from '../email/get-email-context';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface DeleteDocumentRecipientOptions {
export interface DeleteEnvelopeRecipientOptions {
userId: number;
teamId: number;
recipientId: number;
requestMetadata: ApiRequestMetadata;
}
export const deleteDocumentRecipient = async ({
export const deleteEnvelopeRecipient = async ({
userId,
teamId,
recipientId,
requestMetadata,
}: DeleteDocumentRecipientOptions) => {
}: DeleteEnvelopeRecipientOptions) => {
const envelope = await prisma.envelope.findFirst({
where: {
type: EnvelopeType.DOCUMENT,
recipients: {
some: {
id: recipientId,
@ -48,6 +49,9 @@ export const deleteDocumentRecipient = async ({
where: {
id: recipientId,
},
include: {
fields: true,
},
},
},
});
@ -89,24 +93,43 @@ export const deleteDocumentRecipient = async ({
});
}
const deletedRecipient = await prisma.$transaction(async (tx) => {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
recipientEmail: recipientToDelete.email,
recipientName: recipientToDelete.name,
recipientId: recipientToDelete.id,
recipientRole: recipientToDelete.role,
},
}),
if (!canRecipientBeModified(recipientToDelete, recipientToDelete.fields)) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Recipient has already interacted with the document.',
});
}
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'envelopeId',
id: envelope.id,
},
type: null,
userId,
teamId,
});
const deletedRecipient = await prisma.$transaction(async (tx) => {
if (envelope.type === EnvelopeType.DOCUMENT) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
recipientEmail: recipientToDelete.email,
recipientName: recipientToDelete.name,
recipientId: recipientToDelete.id,
recipientRole: recipientToDelete.role,
},
}),
});
}
return await tx.recipient.delete({
where: {
id: recipientId,
envelope: envelopeWhereInput,
},
});
});
@ -116,7 +139,11 @@ export const deleteDocumentRecipient = async ({
).recipientRemoved;
// Send email to deleted recipient.
if (recipientToDelete.sendStatus === SendStatus.SENT && isRecipientRemovedEmailEnabled) {
if (
recipientToDelete.sendStatus === SendStatus.SENT &&
isRecipientRemovedEmailEnabled &&
envelope.type === EnvelopeType.DOCUMENT
) {
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const template = createElement(RecipientRemovedFromDocumentTemplate, {

58
packages/lib/server-only/recipient/delete-template-recipient.ts
View File

@ -1,58 +0,0 @@
import { EnvelopeType } from '@prisma/client';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface DeleteTemplateRecipientOptions {
userId: number;
teamId: number;
recipientId: number;
}
export const deleteTemplateRecipient = async ({
userId,
teamId,
recipientId,
}: DeleteTemplateRecipientOptions): Promise<void> => {
const recipientToDelete = await prisma.recipient.findFirst({
where: {
id: recipientId,
envelope: {
type: EnvelopeType.TEMPLATE,
team: buildTeamWhereQuery({ teamId, userId }),
},
},
});
if (!recipientToDelete) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Recipient not found',
});
}
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'envelopeId',
id: recipientToDelete.envelopeId,
},
type: EnvelopeType.TEMPLATE,
userId,
teamId,
});
if (!recipientToDelete || recipientToDelete.id !== recipientId) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Recipient not found',
});
}
await prisma.recipient.delete({
where: {
id: recipientId,
envelope: envelopeWhereInput,
},
});
};

77
packages/lib/server-only/recipient/update-document-recipients.ts → packages/lib/server-only/recipient/update-envelope-recipients.ts
View File

@ -1,5 +1,4 @@
import { EnvelopeType, RecipientRole } from '@prisma/client';
import { SendStatus, SigningStatus } from '@prisma/client';
import { EnvelopeType, RecipientRole, SendStatus, SigningStatus } from '@prisma/client';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import type { TRecipientAccessAuthTypes } from '@documenso/lib/types/document-auth';
@ -16,29 +15,38 @@ import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
import { extractLegacyIds } from '../../universal/id';
import { type EnvelopeIdOptions } from '../../utils/envelope';
import { mapFieldToLegacyField } from '../../utils/fields';
import { canRecipientBeModified } from '../../utils/recipients';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface UpdateDocumentRecipientsOptions {
export interface UpdateEnvelopeRecipientsOptions {
userId: number;
teamId: number;
id: EnvelopeIdOptions;
recipients: RecipientData[];
recipients: {
id: number;
email?: string;
name?: string;
role?: RecipientRole;
signingOrder?: number | null;
accessAuth?: TRecipientAccessAuthTypes[];
actionAuth?: TRecipientActionAuthTypes[];
}[];
requestMetadata: ApiRequestMetadata;
}
export const updateDocumentRecipients = async ({
export const updateEnvelopeRecipients = async ({
userId,
teamId,
id,
recipients,
requestMetadata,
}: UpdateDocumentRecipientsOptions) => {
}: UpdateEnvelopeRecipientsOptions) => {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id,
type: EnvelopeType.DOCUMENT,
type: null,
userId,
teamId,
});
@ -62,13 +70,13 @@ export const updateDocumentRecipients = async ({
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Document not found',
message: 'Envelope not found',
});
}
if (envelope.completedAt) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Document already complete',
message: 'Envelope already complete',
});
}
@ -160,24 +168,26 @@ export const updateDocumentRecipients = async ({
});
}
const changes = diffRecipientChanges(originalRecipient, updatedRecipient);
// Handle recipient updated audit log.
if (changes.length > 0) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
recipientEmail: updatedRecipient.email,
recipientName: updatedRecipient.name,
recipientId: updatedRecipient.id,
recipientRole: updatedRecipient.role,
changes,
},
}),
});
if (envelope.type === EnvelopeType.DOCUMENT) {
const changes = diffRecipientChanges(originalRecipient, updatedRecipient);
if (changes.length > 0) {
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
envelopeId: envelope.id,
metadata: requestMetadata,
data: {
recipientEmail: updatedRecipient.email,
recipientName: updatedRecipient.name,
recipientId: updatedRecipient.id,
recipientRole: updatedRecipient.role,
changes,
},
}),
});
}
}
return updatedRecipient;
@ -188,19 +198,8 @@ export const updateDocumentRecipients = async ({
return {
recipients: updatedRecipients.map((recipient) => ({
...recipient,
documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
templateId: null,
...extractLegacyIds(envelope),
fields: recipient.fields.map((field) => mapFieldToLegacyField(field, envelope)),
})),
};
};
type RecipientData = {
id: number;
email?: string;
name?: string;
role?: RecipientRole;
signingOrder?: number | null;
accessAuth?: TRecipientAccessAuthTypes[];
actionAuth?: TRecipientActionAuthTypes[];
};

168
packages/lib/server-only/recipient/update-template-recipients.ts
View File

@ -1,168 +0,0 @@
import { EnvelopeType, RecipientRole } from '@prisma/client';
import { SendStatus, SigningStatus } from '@prisma/client';
import type { TRecipientAccessAuthTypes } from '@documenso/lib/types/document-auth';
import {
type TRecipientActionAuthTypes,
ZRecipientAuthOptionsSchema,
} from '@documenso/lib/types/document-auth';
import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
import { mapFieldToLegacyField } from '../../utils/fields';
import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
export interface UpdateTemplateRecipientsOptions {
userId: number;
teamId: number;
templateId: number;
recipients: {
id: number;
email?: string;
name?: string;
role?: RecipientRole;
signingOrder?: number | null;
accessAuth?: TRecipientAccessAuthTypes[];
actionAuth?: TRecipientActionAuthTypes[];
}[];
}
export const updateTemplateRecipients = async ({
userId,
teamId,
templateId,
recipients,
}: UpdateTemplateRecipientsOptions) => {
const { envelopeWhereInput } = await getEnvelopeWhereInput({
id: {
type: 'templateId',
id: templateId,
},
type: EnvelopeType.TEMPLATE,
userId,
teamId,
});
const envelope = await prisma.envelope.findFirst({
where: envelopeWhereInput,
include: {
recipients: true,
team: {
select: {
organisation: {
select: {
organisationClaim: true,
},
},
},
},
},
});
if (!envelope) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found',
});
}
const recipientsHaveActionAuth = recipients.some(
(recipient) => recipient.actionAuth && recipient.actionAuth.length > 0,
);
// Check if user has permission to set the global action auth.
if (recipientsHaveActionAuth && !envelope.team.organisation.organisationClaim.flags.cfr21) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have permission to set the action auth',
});
}
const recipientsToUpdate = recipients.map((recipient) => {
const originalRecipient = envelope.recipients.find(
(existingRecipient) => existingRecipient.id === recipient.id,
);
if (!originalRecipient) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: `Recipient with id ${recipient.id} not found`,
});
}
return {
originalRecipient,
recipientUpdateData: recipient,
};
});
const updatedRecipients = await prisma.$transaction(async (tx) => {
return await Promise.all(
recipientsToUpdate.map(async ({ originalRecipient, recipientUpdateData }) => {
let authOptions = ZRecipientAuthOptionsSchema.parse(originalRecipient.authOptions);
if (
recipientUpdateData.actionAuth !== undefined ||
recipientUpdateData.accessAuth !== undefined
) {
authOptions = createRecipientAuthOptions({
accessAuth: recipientUpdateData.accessAuth || authOptions.accessAuth,
actionAuth: recipientUpdateData.actionAuth || authOptions.actionAuth,
});
}
const mergedRecipient = {
...originalRecipient,
...recipientUpdateData,
};
const updatedRecipient = await tx.recipient.update({
where: {
id: originalRecipient.id,
envelopeId: envelope.id,
},
data: {
name: mergedRecipient.name,
email: mergedRecipient.email,
role: mergedRecipient.role,
signingOrder: mergedRecipient.signingOrder,
envelopeId: envelope.id,
sendStatus:
mergedRecipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
signingStatus:
mergedRecipient.role === RecipientRole.CC
? SigningStatus.SIGNED
: SigningStatus.NOT_SIGNED,
authOptions,
},
include: {
fields: true,
},
});
// Clear all fields if the recipient role is changed to a type that cannot have fields.
if (
originalRecipient.role !== updatedRecipient.role &&
(updatedRecipient.role === RecipientRole.CC ||
updatedRecipient.role === RecipientRole.VIEWER)
) {
await tx.field.deleteMany({
where: {
recipientId: updatedRecipient.id,
},
});
}
return updatedRecipient;
}),
);
});
return {
recipients: updatedRecipients.map((recipient) => ({
...recipient,
documentId: null,
templateId: mapSecondaryIdToTemplateId(envelope.secondaryId),
fields: recipient.fields.map((field) => mapFieldToLegacyField(field, envelope)),
})),
};
};

2
packages/lib/server-only/template/create-document-from-direct-template.ts
View File

@ -82,6 +82,7 @@ type CreatedDirectRecipientField = {
export const ZCreateDocumentFromDirectTemplateResponseSchema = z.object({
token: z.string(),
envelopeId: z.string(),
documentId: z.number(),
recipientId: z.number(),
});
@ -815,6 +816,7 @@ export const createDocumentFromDirectTemplate = async ({
return {
token,
envelopeId: createdEnvelope.id,
documentId: incrementedDocumentId.documentId,
recipientId,
};

4
packages/lib/server-only/template/get-template-by-direct-link-token.ts
View File

@ -87,5 +87,9 @@ export const getTemplateByDirectLinkToken = async ({
},
recipients: recipientsWithMappedFields,
fields: recipientsWithMappedFields.flatMap((recipient) => recipient.fields),
envelopeItems: envelope.envelopeItems.map((item) => ({
id: item.id,
envelopeId: item.envelopeId,
})),
};
};

5
packages/lib/server-only/template/get-template-by-id.ts
View File

@ -29,6 +29,7 @@ export const getTemplateById = async ({ id, userId, teamId }: GetTemplateByIdOpt
envelopeItems: {
select: {
id: true,
envelopeId: true,
documentData: true,
},
},
@ -94,5 +95,9 @@ export const getTemplateById = async ({ id, userId, teamId }: GetTemplateByIdOpt
}
: null,
id: mapSecondaryIdToTemplateId(envelope.secondaryId),
envelopeItems: envelope.envelopeItems.map((envelopeItem) => ({
id: envelopeItem.id,
envelopeId: envelopeItem.envelopeId,
})),
};
};