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

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'use server';
import { nanoid } from 'nanoid';
import { prisma } from '@documenso/prisma';
import type { Recipient, TemplateDirectLink } from '@documenso/prisma/client';
import {
DIRECT_TEMPLATE_RECIPIENT_EMAIL,
DIRECT_TEMPLATE_RECIPIENT_NAME,
} from '../../constants/template';
import { AppError, AppErrorCode } from '../../errors/app-error';
export type CreateTemplateDirectLinkOptions = {
templateId: number;
userId: number;
directRecipientId?: number;
};
export const createTemplateDirectLink = async ({
templateId,
userId,
directRecipientId,
}: CreateTemplateDirectLinkOptions): Promise<TemplateDirectLink> => {
const template = await prisma.template.findFirst({
where: {
id: templateId,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
include: {
Recipient: true,
directLink: true,
},
});
if (!template) {
throw new AppError(AppErrorCode.NOT_FOUND, 'Template not found');
}
if (template.directLink) {
throw new AppError(AppErrorCode.ALREADY_EXISTS, 'Direct template already exists');
}
if (
directRecipientId &&
!template.Recipient.find((recipient) => recipient.id === directRecipientId)
) {
throw new AppError(AppErrorCode.NOT_FOUND, 'Recipient not found');
}
if (
!directRecipientId &&
template.Recipient.find(
(recipient) => recipient.email.toLowerCase() === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
)
) {
throw new AppError(AppErrorCode.INVALID_BODY, 'Cannot generate placeholder direct recipient');
}
return await prisma.$transaction(async (tx) => {
let recipient: Recipient | undefined;
if (directRecipientId) {
recipient = await tx.recipient.update({
where: {
templateId,
id: directRecipientId,
},
data: {
name: DIRECT_TEMPLATE_RECIPIENT_NAME,
email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
},
});
} else {
recipient = await tx.recipient.create({
data: {
templateId,
name: DIRECT_TEMPLATE_RECIPIENT_NAME,
email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
token: nanoid(),
},
});
}
return await tx.templateDirectLink.create({
data: {
templateId,
enabled: true,
token: nanoid(),
directTemplateRecipientId: recipient.id,
},
});
});
};