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feat: add direct templates links (#1165)
## 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>
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@ -8,13 +8,11 @@ import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/clie
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import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../../constants/date-formats';
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import { DEFAULT_DOCUMENT_TIME_ZONE } from '../../constants/time-zones';
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import { AppError, AppErrorCode } from '../../errors/app-error';
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import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
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import type { TRecipientActionAuth } from '../../types/document-auth';
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import type { RequestMetadata } from '../../universal/extract-request-metadata';
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import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
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import { extractDocumentAuthMethods } from '../../utils/document-auth';
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import { isRecipientAuthorized } from '../document/is-recipient-authorized';
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import { validateFieldAuth } from '../document/validate-field-auth';
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export type SignFieldWithTokenOptions = {
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token: string;
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@ -26,6 +24,16 @@ export type SignFieldWithTokenOptions = {
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requestMetadata?: RequestMetadata;
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};
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/**
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* Please read.
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*
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* Content within this function has been duplicated in the
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* createDocumentFromDirectTemplate file.
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*
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* Any update to this should be reflected in the other file if required.
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*
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* Todo: Extract common logic.
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*/
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export const signFieldWithToken = async ({
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token,
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fieldId,
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@ -79,33 +87,14 @@ export const signFieldWithToken = async ({
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throw new Error(`Field ${fieldId} has no recipientId`);
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}
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let { derivedRecipientActionAuth } = extractDocumentAuthMethods({
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documentAuth: document.authOptions,
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recipientAuth: recipient.authOptions,
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const derivedRecipientActionAuth = await validateFieldAuth({
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documentAuthOptions: document.authOptions,
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recipient,
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field,
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userId,
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authOptions,
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});
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// Override all non-signature fields to not require any auth.
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if (field.type !== FieldType.SIGNATURE) {
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derivedRecipientActionAuth = null;
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}
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let isValid = true;
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// Only require auth on signature fields for now.
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if (field.type === FieldType.SIGNATURE) {
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isValid = await isRecipientAuthorized({
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type: 'ACTION',
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document: document,
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recipient: recipient,
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userId,
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authOptions,
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});
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}
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if (!isValid) {
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throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
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}
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const documentMeta = await prisma.documentMeta.findFirst({
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where: {
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documentId: document.id,
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@ -142,10 +131,6 @@ export const signFieldWithToken = async ({
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});
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if (isSignatureField) {
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if (!field.recipientId) {
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throw new Error('Field has no recipientId');
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}
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const signature = await tx.signature.upsert({
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where: {
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fieldId: field.id,
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