Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2025-11-13 08:13:56 +10:00
Code Issues Packages Projects Releases Wiki Activity

feat: add direct templates links (#1165)

Browse Source 
## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
This commit is contained in:
David Nguyen
2024-06-02 15:49:09 +10:00
committed by GitHub
parent c346a3fd6a
commit d11a68fc4c
71 changed files with 3636 additions and 283 deletions
Download Patch File Download Diff File Expand all files Collapse all files

43
packages/lib/server-only/document/send-document.tsx
View File

@ -12,7 +12,13 @@ import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
import { prisma } from '@documenso/prisma';
import { DocumentStatus, RecipientRole, SendStatus } from '@documenso/prisma/client';
import {
DocumentSource,
DocumentStatus,
RecipientRole,
SendStatus,
SigningStatus,
} from '@documenso/prisma/client';
import { WebhookTriggerEvents } from '@documenso/prisma/client';
import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
@ -92,6 +98,8 @@ export const sendDocument = async ({
const { documentData } = document;
const isDirectTemplate = document.source === DocumentSource.TEMPLATE_DIRECT_LINK;
if (!documentData.data) {
throw new Error('Document data not found');
}
@ -133,10 +141,21 @@ export const sendDocument = async ({
const { email, name } = recipient;
const selfSigner = email === user.email;
const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
const recipientActionVerb = actionVerb.toLowerCase();
const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
recipient.role
].actionVerb.toLowerCase()} it.`;
let emailMessage = customEmail?.message || '';
let emailSubject = `Please ${recipientActionVerb} this document`;
if (selfSigner) {
emailMessage = `You have initiated the document ${`"${document.title}"`} that requires you to ${recipientActionVerb} it.`;
emailSubject = `Please ${recipientActionVerb} your document`;
}
if (isDirectTemplate) {
emailMessage = `A document was created by your direct template that requires you to ${recipientActionVerb} it.`;
emailSubject = `Please ${recipientActionVerb} this document created by your direct template`;
}
const customEmailTemplate = {
'signer.name': name,
@ -153,22 +172,11 @@ export const sendDocument = async ({
inviterEmail: user.email,
assetBaseUrl,
signDocumentLink,
customBody: renderCustomEmailTemplate(
selfSigner && !customEmail?.message
? selfSignerCustomEmail
: customEmail?.message || '',
customEmailTemplate,
),
customBody: renderCustomEmailTemplate(emailMessage, 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({
@ -220,7 +228,8 @@ export const sendDocument = async ({
}
const allRecipientsHaveNoActionToTake = document.Recipient.every(
(recipient) => recipient.role === RecipientRole.CC,
(recipient) =>
recipient.role === RecipientRole.CC || recipient.signingStatus === SigningStatus.SIGNED,
);
if (allRecipientsHaveNoActionToTake) {