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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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@ -1,6 +1,11 @@
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import fs from 'node:fs';
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import path from 'node:path';
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import {
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DIRECT_TEMPLATE_RECIPIENT_EMAIL,
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DIRECT_TEMPLATE_RECIPIENT_NAME,
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} from '@documenso/lib/constants/template';
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import { prisma } from '..';
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import type { Prisma, User } from '../client';
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import { DocumentDataType, ReadStatus, RecipientRole, SendStatus, SigningStatus } from '../client';
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@ -13,6 +18,7 @@ type SeedTemplateOptions = {
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title?: string;
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userId: number;
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teamId?: number;
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createTemplateOptions?: Partial<Prisma.TemplateCreateInput>;
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};
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type CreateTemplateOptions = {
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@ -88,3 +94,81 @@ export const seedTemplate = async (options: SeedTemplateOptions) => {
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},
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});
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};
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export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
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const { title = 'Untitled', userId, teamId } = options;
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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const template = await prisma.template.create({
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data: {
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title,
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templateDocumentData: {
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connect: {
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id: documentData.id,
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},
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},
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User: {
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connect: {
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id: userId,
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},
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},
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Recipient: {
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create: {
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email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
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name: DIRECT_TEMPLATE_RECIPIENT_NAME,
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token: Math.random().toString().slice(2, 7),
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},
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},
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...(teamId
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? {
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team: {
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connect: {
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id: teamId,
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},
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},
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}
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: {}),
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...options.createTemplateOptions,
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},
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include: {
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Recipient: true,
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User: true,
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},
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});
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const directTemplateRecpient = template.Recipient.find(
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(recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
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);
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if (!directTemplateRecpient) {
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throw new Error('Need to create a direct template recipient');
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}
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await prisma.templateDirectLink.create({
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data: {
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templateId: template.id,
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enabled: true,
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token: Math.random().toString(),
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directTemplateRecipientId: directTemplateRecpient.id,
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},
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});
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return await prisma.template.findFirstOrThrow({
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where: {
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id: template.id,
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},
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include: {
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directLink: true,
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Field: true,
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Recipient: true,
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team: true,
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},
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});
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};
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