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Code Issues Packages Projects Releases Wiki Activity

feat: add organisations (#1820)

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This commit is contained in:
David Nguyen
2025-06-10 11:49:52 +10:00
committed by GitHub
parent 0b37f19641
commit e6dc237ad2
631 changed files with 37616 additions and 25695 deletions
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25
packages/lib/server-only/template/create-document-from-direct-template.ts
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@ -47,10 +47,10 @@ import {
} from '../../utils/document-auth';
import { env } from '../../utils/env';
import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
import { teamGlobalSettingsToBranding } from '../../utils/team-global-settings-to-branding';
import { formatDocumentsPath } from '../../utils/teams';
import { sendDocument } from '../document/send-document';
import { validateFieldAuth } from '../document/validate-field-auth';
import { getEmailContext } from '../email/get-email-context';
import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
export type CreateDocumentFromDirectTemplateOptions = {
@ -109,11 +109,6 @@ export const createDocumentFromDirectTemplate = async ({
templateDocumentData: true,
templateMeta: true,
user: true,
team: {
include: {
teamGlobalSettings: true,
},
},
},
});
@ -121,6 +116,13 @@ export const createDocumentFromDirectTemplate = async ({
throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Invalid or missing template' });
}
const { branding, settings } = await getEmailContext({
source: {
type: 'team',
teamId: template.teamId,
},
});
const { recipients, directLink, user: templateOwner } = template;
const directTemplateRecipient = recipients.find(
@ -172,8 +174,7 @@ export const createDocumentFromDirectTemplate = async ({
const metaDateFormat = template.templateMeta?.dateFormat || DEFAULT_DOCUMENT_DATE_FORMAT;
const metaEmailMessage = template.templateMeta?.message || '';
const metaEmailSubject = template.templateMeta?.subject || '';
const metaLanguage =
template.templateMeta?.language ?? template.team?.teamGlobalSettings?.documentLanguage;
const metaLanguage = template.templateMeta?.language ?? settings.documentLanguage;
const metaSigningOrder = template.templateMeta?.signingOrder || DocumentSigningOrder.PARALLEL;
// Associate, validate and map to a query every direct template recipient field with the provided fields.
@ -285,7 +286,7 @@ export const createDocumentFromDirectTemplate = async ({
createdAt: initialRequestTime,
status: DocumentStatus.PENDING,
externalId: directTemplateExternalId,
visibility: template.team?.teamGlobalSettings?.documentVisibility,
visibility: settings.documentVisibility,
documentDataId: documentData.id,
authOptions: createDocumentAuthOptions({
globalAccessAuth: templateAuthOptions.globalAccessAuth,
@ -587,10 +588,6 @@ export const createDocumentFromDirectTemplate = async ({
assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000',
});
const branding = template.team?.teamGlobalSettings
? teamGlobalSettingsToBranding(template.team.teamGlobalSettings)
: undefined;
const [html, text] = await Promise.all([
renderEmailWithI18N(emailTemplate, { lang: metaLanguage, branding }),
renderEmailWithI18N(emailTemplate, { lang: metaLanguage, branding, plainText: true }),
@ -626,7 +623,7 @@ export const createDocumentFromDirectTemplate = async ({
await sendDocument({
documentId,
userId: template.userId,
teamId: template.teamId || undefined,
teamId: template.teamId,
requestMetadata,
});

36
packages/lib/server-only/template/create-document-from-template-legacy.ts
View File

@ -3,10 +3,13 @@ import { DocumentSource, type RecipientRole } from '@prisma/client';
import { nanoid, prefixedId } from '@documenso/lib/universal/id';
import { prisma } from '@documenso/prisma';
import { buildTeamWhereQuery } from '../../utils/teams';
import { getTeamSettings } from '../team/get-team-settings';
export type CreateDocumentFromTemplateLegacyOptions = {
templateId: number;
userId: number;
teamId?: number;
teamId: number;
recipients?: {
name?: string;
email: string;
@ -27,32 +30,13 @@ export const createDocumentFromTemplateLegacy = async ({
const template = await prisma.template.findUnique({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
recipients: true,
fields: true,
templateDocumentData: true,
templateMeta: true,
team: {
include: {
teamGlobalSettings: true,
},
},
},
});
@ -60,6 +44,11 @@ export const createDocumentFromTemplateLegacy = async ({
throw new Error('Template not found.');
}
const settings = await getTeamSettings({
userId,
teamId,
});
const documentData = await prisma.documentData.create({
data: {
type: template.templateDocumentData.type,
@ -76,7 +65,7 @@ export const createDocumentFromTemplateLegacy = async ({
userId,
teamId: template.teamId,
title: template.title,
visibility: template.team?.teamGlobalSettings?.documentVisibility,
visibility: settings.documentVisibility,
documentDataId: documentData.id,
useLegacyFieldInsertion: template.useLegacyFieldInsertion ?? false,
recipients: {
@ -96,8 +85,7 @@ export const createDocumentFromTemplateLegacy = async ({
dateFormat: template.templateMeta?.dateFormat,
redirectUrl: template.templateMeta?.redirectUrl,
signingOrder: template.templateMeta?.signingOrder ?? undefined,
language:
template.templateMeta?.language || template.team?.teamGlobalSettings?.documentLanguage,
language: template.templateMeta?.language || settings.documentLanguage,
typedSignatureEnabled: template.templateMeta?.typedSignatureEnabled,
uploadSignatureEnabled: template.templateMeta?.uploadSignatureEnabled,
drawSignatureEnabled: template.templateMeta?.drawSignatureEnabled,

36
packages/lib/server-only/template/create-document-from-template.ts
View File

@ -46,6 +46,8 @@ import {
createRecipientAuthOptions,
extractDocumentAuthMethods,
} from '../../utils/document-auth';
import { buildTeamWhereQuery } from '../../utils/teams';
import { getTeamSettings } from '../team/get-team-settings';
import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
type FinalRecipient = Pick<
@ -60,7 +62,7 @@ export type CreateDocumentFromTemplateOptions = {
templateId: number;
externalId?: string | null;
userId: number;
teamId?: number;
teamId: number;
recipients: {
id: number;
name?: string;
@ -276,21 +278,7 @@ export const createDocumentFromTemplate = async ({
const template = await prisma.template.findUnique({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
recipients: {
@ -300,11 +288,6 @@ export const createDocumentFromTemplate = async ({
},
templateDocumentData: true,
templateMeta: true,
team: {
include: {
teamGlobalSettings: true,
},
},
},
});
@ -314,6 +297,11 @@ export const createDocumentFromTemplate = async ({
});
}
const settings = await getTeamSettings({
userId,
teamId,
});
// Check that all the passed in recipient IDs can be associated with a template recipient.
recipients.forEach((recipient) => {
const foundRecipient = template.recipients.find(
@ -386,7 +374,7 @@ export const createDocumentFromTemplate = async ({
globalAccessAuth: templateAuthOptions.globalAccessAuth,
globalActionAuth: templateAuthOptions.globalActionAuth,
}),
visibility: template.visibility || template.team?.teamGlobalSettings?.documentVisibility,
visibility: template.visibility || settings.documentVisibility,
useLegacyFieldInsertion: template.useLegacyFieldInsertion ?? false,
documentMeta: {
create: {
@ -406,9 +394,7 @@ export const createDocumentFromTemplate = async ({
template.templateMeta?.signingOrder ||
DocumentSigningOrder.PARALLEL,
language:
override?.language ||
template.templateMeta?.language ||
template.team?.teamGlobalSettings?.documentLanguage,
override?.language || template.templateMeta?.language || settings.documentLanguage,
typedSignatureEnabled:
override?.typedSignatureEnabled ?? template.templateMeta?.typedSignatureEnabled,
uploadSignatureEnabled:

19
packages/lib/server-only/template/create-template-direct-link.ts
View File

@ -8,11 +8,12 @@ import {
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
export type CreateTemplateDirectLinkOptions = {
templateId: number;
userId: number;
teamId?: number;
teamId: number;
directRecipientId?: number;
};
@ -25,21 +26,7 @@ export const createTemplateDirectLink = async ({
const template = await prisma.template.findFirst({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
recipients: true,

59
packages/lib/server-only/template/create-template.ts
View File

@ -5,10 +5,12 @@ import { TemplateSchema } from '@documenso/prisma/generated/zod/modelSchema//Tem
import type { TCreateTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
import { getTeamSettings } from '../team/get-team-settings';
export type CreateTemplateOptions = TCreateTemplateMutationSchema & {
userId: number;
teamId?: number;
teamId: number;
};
export const ZCreateTemplateResponseSchema = TemplateSchema;
@ -22,47 +24,19 @@ export const createTemplate = async ({
templateDocumentDataId,
folderId,
}: CreateTemplateOptions) => {
let team = null;
const team = await prisma.team.findFirst({
where: buildTeamWhereQuery({ teamId, userId }),
});
if (teamId) {
team = await prisma.team.findFirst({
where: {
id: teamId,
members: {
some: {
userId,
},
},
},
include: {
teamGlobalSettings: true,
},
});
if (!team) {
throw new AppError(AppErrorCode.NOT_FOUND);
}
if (!team) {
throw new AppError(AppErrorCode.NOT_FOUND);
}
if (folderId) {
const folder = await prisma.folder.findFirst({
where: {
id: folderId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
teamId: team.id,
},
});
@ -73,9 +47,10 @@ export const createTemplate = async ({
}
}
if (teamId && !team) {
throw new AppError(AppErrorCode.NOT_FOUND);
}
const settings = await getTeamSettings({
userId,
teamId,
});
return await prisma.template.create({
data: {
@ -86,10 +61,10 @@ export const createTemplate = async ({
folderId: folderId,
templateMeta: {
create: {
language: team?.teamGlobalSettings?.documentLanguage,
typedSignatureEnabled: team?.teamGlobalSettings?.typedSignatureEnabled ?? true,
uploadSignatureEnabled: team?.teamGlobalSettings?.uploadSignatureEnabled ?? true,
drawSignatureEnabled: team?.teamGlobalSettings?.drawSignatureEnabled ?? true,
language: settings.documentLanguage,
typedSignatureEnabled: settings.typedSignatureEnabled,
uploadSignatureEnabled: settings.uploadSignatureEnabled,
drawSignatureEnabled: settings.drawSignatureEnabled,
},
},
},

19
packages/lib/server-only/template/delete-template-direct-link.ts
View File

@ -2,11 +2,12 @@ import { generateAvaliableRecipientPlaceholder } from '@documenso/lib/utils/temp
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
export type DeleteTemplateDirectLinkOptions = {
templateId: number;
userId: number;
teamId?: number;
teamId: number;
};
export const deleteTemplateDirectLink = async ({
@ -17,21 +18,7 @@ export const deleteTemplateDirectLink = async ({
const template = await prisma.template.findFirst({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
directLink: true,

20
packages/lib/server-only/template/delete-template.ts
View File

@ -1,30 +1,18 @@
import { prisma } from '@documenso/prisma';
import { buildTeamWhereQuery } from '../../utils/teams';
export type DeleteTemplateOptions = {
id: number;
userId: number;
teamId?: number;
teamId: number;
};
export const deleteTemplate = async ({ id, userId, teamId }: DeleteTemplateOptions) => {
return await prisma.template.delete({
where: {
id,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
});
};

20
packages/lib/server-only/template/duplicate-template.ts
View File

@ -5,9 +5,11 @@ import { nanoid } from '@documenso/lib/universal/id';
import { prisma } from '@documenso/prisma';
import type { TDuplicateTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
import { buildTeamWhereQuery } from '../../utils/teams';
export type DuplicateTemplateOptions = TDuplicateTemplateMutationSchema & {
userId: number;
teamId?: number;
teamId: number;
};
export const duplicateTemplate = async ({
@ -18,21 +20,7 @@ export const duplicateTemplate = async ({
const template = await prisma.template.findUnique({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
recipients: true,

23
packages/lib/server-only/template/find-templates.ts
View File

@ -3,12 +3,12 @@ import { match } from 'ts-pattern';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { type FindResultResponse } from '../../types/search-params';
import { getMemberRoles } from '../team/get-member-roles';
export type FindTemplatesOptions = {
userId: number;
teamId?: number;
teamId: number;
type?: Template['type'];
page?: number;
perPage?: number;
@ -26,28 +26,23 @@ export const findTemplates = async ({
const whereFilter: Prisma.TemplateWhereInput[] = [];
if (teamId === undefined) {
whereFilter.push({ userId, teamId: null });
whereFilter.push({ userId });
}
if (teamId !== undefined) {
const teamMember = await prisma.teamMember.findFirst({
where: {
userId,
teamId,
const { teamRole } = await getMemberRoles({
teamId,
reference: {
type: 'User',
id: userId,
},
});
if (!teamMember) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You are not a member of this team.',
});
}
whereFilter.push(
{ teamId },
{
OR: [
match(teamMember.role)
match(teamRole)
.with(TeamMemberRole.ADMIN, () => ({
visibility: {
in: [

19
packages/lib/server-only/template/get-template-by-id.ts
View File

@ -1,11 +1,12 @@
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
export type GetTemplateByIdOptions = {
id: number;
userId: number;
teamId?: number;
teamId: number;
folderId?: string | null;
};
@ -18,21 +19,7 @@ export const getTemplateById = async ({
const template = await prisma.template.findFirst({
where: {
id,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
...(folderId ? { folderId } : {}),
},
include: {

55
packages/lib/server-only/template/move-template-to-team.ts
View File

@ -1,55 +0,0 @@
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
export type MoveTemplateToTeamOptions = {
templateId: number;
teamId: number;
userId: number;
};
export const moveTemplateToTeam = async ({
templateId,
teamId,
userId,
}: MoveTemplateToTeamOptions) => {
return await prisma.$transaction(async (tx) => {
const template = await tx.template.findFirst({
where: {
id: templateId,
userId,
teamId: null,
},
});
if (!template) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found or already associated with a team.',
});
}
const team = await tx.team.findFirst({
where: {
id: teamId,
members: {
some: {
userId,
},
},
},
});
if (!team) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'Team does not exist or you are not a member of this team.',
});
}
const updatedTemplate = await tx.template.update({
where: { id: templateId },
data: { teamId },
});
return updatedTemplate;
});
};

19
packages/lib/server-only/template/toggle-template-direct-link.ts
View File

@ -1,11 +1,12 @@
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import { buildTeamWhereQuery } from '../../utils/teams';
export type ToggleTemplateDirectLinkOptions = {
templateId: number;
userId: number;
teamId?: number;
teamId: number;
enabled: boolean;
};
@ -18,21 +19,7 @@ export const toggleTemplateDirectLink = async ({
const template = await prisma.template.findFirst({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
recipients: true,

50
packages/lib/server-only/template/update-template.ts
View File

@ -1,15 +1,15 @@
import type { DocumentVisibility, Template, TemplateMeta } from '@prisma/client';
import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
import { prisma } from '@documenso/prisma';
import { AppError, AppErrorCode } from '../../errors/app-error';
import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
import { buildTeamWhereQuery } from '../../utils/teams';
export type UpdateTemplateOptions = {
userId: number;
teamId?: number;
teamId: number;
templateId: number;
data?: {
title?: string;
@ -32,30 +32,31 @@ export const updateTemplate = async ({
meta = {},
data = {},
}: UpdateTemplateOptions) => {
const template = await prisma.template.findFirstOrThrow({
const template = await prisma.template.findFirst({
where: {
id: templateId,
...(teamId
? {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
}
: {
userId,
teamId: null,
}),
team: buildTeamWhereQuery({ teamId, userId }),
},
include: {
templateMeta: true,
team: {
select: {
organisation: {
select: {
organisationClaim: true,
},
},
},
},
},
});
if (!template) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found',
});
}
if (Object.values(data).length === 0 && Object.keys(meta).length === 0) {
return template;
}
@ -74,17 +75,10 @@ export const updateTemplate = async ({
data?.globalActionAuth === undefined ? documentGlobalActionAuth : data.globalActionAuth;
// Check if user has permission to set the global action auth.
if (newGlobalActionAuth && newGlobalActionAuth.length > 0) {
const isDocumentEnterprise = await isUserEnterprise({
userId,
teamId,
if (newGlobalActionAuth.length > 0 && !template.team.organisation.organisationClaim.flags.cfr21) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have permission to set the action auth',
});
if (!isDocumentEnterprise) {
throw new AppError(AppErrorCode.UNAUTHORIZED, {
message: 'You do not have permission to set the action auth',
});
}
}
const authOptions = createDocumentAuthOptions({