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>
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

View File

@ -1,7 +1,14 @@
import { nanoid } from '@documenso/lib/universal/id';
import { prisma } from '@documenso/prisma';
import type { Field } from '@documenso/prisma/client';
import { type Recipient, WebhookTriggerEvents } from '@documenso/prisma/client';
import {
DocumentSource,
type Recipient,
RecipientRole,
SendStatus,
SigningStatus,
WebhookTriggerEvents,
} from '@documenso/prisma/client';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
@ -139,6 +146,8 @@ export const createDocumentFromTemplate = async ({
return await prisma.$transaction(async (tx) => {
const document = await tx.document.create({
data: {
source: DocumentSource.TEMPLATE,
templateId: template.id,
userId,
teamId: template.teamId,
title: override?.title || template.title,
@ -170,6 +179,12 @@ export const createDocumentFromTemplate = async ({
accessAuth: authOptions.accessAuth,
actionAuth: authOptions.actionAuth,
}),
sendStatus:
recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
signingStatus:
recipient.role === RecipientRole.CC
? SigningStatus.SIGNED
: SigningStatus.NOT_SIGNED,
token: nanoid(),
};
}),
@ -223,6 +238,10 @@ export const createDocumentFromTemplate = async ({
requestMetadata,
data: {
title: document.title,
source: {
type: DocumentSource.TEMPLATE,
templateId: template.id,
},
},
}),
});