Merge pull request #391 from documenso/feat/custom-emails

feat: send custom emails

apps/web/src/components/forms/edit-document/add-subject.action.ts

@@ -1,6 +1,7 @@
 'use server';
 
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-session';
+import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
 
@@ -8,12 +9,20 @@ export type CompleteDocumentActionInput = TAddSubjectFormSchema & {
   documentId: number;
 };
 
-export const completeDocument = async ({ documentId }: CompleteDocumentActionInput) => {
+export const completeDocument = async ({ documentId, email }: CompleteDocumentActionInput) => {
   'use server';
 
   const { id: userId } = await getRequiredServerComponentSession();
 
-  await sendDocument({
+  if (email.message || email.subject) {
+    await upsertDocumentMeta({
+      documentId,
+      subject: email.subject,
+      message: email.message,
+    });
+  }
+
+  return await sendDocument({
     userId,
     documentId,
   });

packages/email/template-components/template-document-completed.tsx

@@ -1,4 +1,4 @@
-import { Button, Img, Section, Tailwind, Text } from '@react-email/components';
+import { Button, Column, Img, Row, Section, Tailwind, Text } from '@react-email/components';
 
 import * as config from '@documenso/tailwind-config';
 
@@ -29,11 +29,23 @@ export const TemplateDocumentCompleted = ({
         },
       }}
     >
-      <Section className="flex-row items-center justify-center">
+      <Section>
-        <div className="flex items-center justify-center p-4">
+        <Row className="table-fixed">
-          <Img className="h-42" src={getAssetUrl('/static/document.png')} alt="Documenso" />
+          <Column />
-        </div>
 
+          <Column>
+            <Img
+              className="h-42 mx-auto"
+              src={getAssetUrl('/static/document.png')}
+              alt="Documenso"
+            />
+          </Column>
+
+          <Column />
+        </Row>
+      </Section>
+
+      <Section>
         <Text className="mb-4 flex items-center justify-center text-center text-base font-semibold text-[#7AC455]">
           <Img src={getAssetUrl('/static/completed.png')} className="-mb-0.5 mr-2 inline h-7 w-7" />
           Completed

packages/email/template-components/template-document-invite.tsx

@@ -1,4 +1,4 @@
-import { Button, Img, Section, Tailwind, Text } from '@react-email/components';
+import { Button, Column, Img, Row, Section, Tailwind, Text } from '@react-email/components';
 
 import * as config from '@documenso/tailwind-config';
 
@@ -30,13 +30,26 @@ export const TemplateDocumentInvite = ({
         },
       }}
     >
-      <Section className="mt-4 flex-row items-center justify-center">
+      <Section className="mt-4">
-        <div className="flex items-center justify-center p-4">
+        <Row className="table-fixed">
-          <Img className="h-42" src={getAssetUrl('/static/document.png')} alt="Documenso" />
+          <Column />
-        </div>
 
+          <Column>
+            <Img
+              className="h-42 mx-auto"
+              src={getAssetUrl('/static/document.png')}
+              alt="Documenso"
+            />
+          </Column>
+
+          <Column />
+        </Row>
+      </Section>
+
+      <Section>
         <Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
-          {inviterName} has invited you to sign "{documentName}"
+          {inviterName} has invited you to sign
+          <br />"{documentName}"
         </Text>
 
         <Text className="my-1 text-center text-base text-slate-400">

packages/email/template-components/template-document-pending.tsx

@@ -1,4 +1,4 @@
-import { Img, Section, Tailwind, Text } from '@react-email/components';
+import { Column, Img, Row, Section, Tailwind, Text } from '@react-email/components';
 
 import * as config from '@documenso/tailwind-config';
 
@@ -25,11 +25,23 @@ export const TemplateDocumentPending = ({
         },
       }}
     >
-      <Section className="flex-row items-center justify-center">
+      <Section>
-        <div className="flex items-center justify-center p-4">
+        <Row className="table-fixed">
-          <Img className="h-42" src={getAssetUrl('/static/document.png')} alt="Documenso" />
+          <Column />
-        </div>
 
+          <Column>
+            <Img
+              className="h-42 mx-auto"
+              src={getAssetUrl('/static/document.png')}
+              alt="Documenso"
+            />
+          </Column>
+
+          <Column />
+        </Row>
+      </Section>
+
+      <Section>
         <Text className="mb-4 flex items-center justify-center text-center text-base font-semibold text-blue-500">
           <Img src={getAssetUrl('/static/clock.png')} className="-mb-0.5 mr-2 inline h-7 w-7" />
           Waiting for others

packages/email/templates/document-invite.tsx

@@ -20,7 +20,9 @@ import {
 } from '../template-components/template-document-invite';
 import TemplateFooter from '../template-components/template-footer';
 
-export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps>;
+export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
+  customBody?: string;
+};
 
 export const DocumentInviteEmailTemplate = ({
   inviterName = 'Lucas Smith',
@@ -28,6 +30,7 @@ export const DocumentInviteEmailTemplate = ({
   documentName = 'Open Source Pledge.pdf',
   signDocumentLink = 'https://documenso.com',
   assetBaseUrl = 'http://localhost:3002',
+  customBody,
 }: DocumentInviteEmailTemplateProps) => {
   const previewText = `Completed Document`;
 
@@ -78,7 +81,11 @@ export const DocumentInviteEmailTemplate = ({
                 </Text>
 
                 <Text className="mt-2 text-base text-slate-400">
-                  {inviterName} has invited you to sign the document "{documentName}".
+                  {customBody ? (
+                    <pre className="font-sans text-base text-slate-400">{customBody}</pre>
+                  ) : (
+                    `${inviterName} has invited you to sign the document "${documentName}".`
+                  )}
                 </Text>
               </Section>
             </Container>

packages/lib/server-only/document-meta/upsert-document-meta.ts

@@ -0,0 +1,30 @@
+'use server';
+
+import { prisma } from '@documenso/prisma';
+
+export type CreateDocumentMetaOptions = {
+  documentId: number;
+  subject: string;
+  message: string;
+};
+
+export const upsertDocumentMeta = async ({
+  subject,
+  message,
+  documentId,
+}: CreateDocumentMetaOptions) => {
+  return await prisma.documentMeta.upsert({
+    where: {
+      documentId,
+    },
+    create: {
+      subject,
+      message,
+      documentId,
+    },
+    update: {
+      subject,
+      message,
+    },
+  });
+};

packages/lib/server-only/document/get-document-by-id.ts

@@ -13,6 +13,7 @@ export const getDocumentById = async ({ id, userId }: GetDocumentByIdOptions) =>
     },
     include: {
       documentData: true,
+      documentMeta: true,
     },
   });
 };

packages/lib/server-only/document/send-document.tsx

@@ -3,13 +3,14 @@ import { createElement } from 'react';
 import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document-invite';
+import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
 import { DocumentStatus, SendStatus } from '@documenso/prisma/client';
 
-export interface SendDocumentOptions {
+export type SendDocumentOptions = {
   documentId: number;
   userId: number;
-}
+};
 
 export const sendDocument = async ({ documentId, userId }: SendDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -25,9 +26,12 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
     },
     include: {
       Recipient: true,
+      documentMeta: true,
     },
   });
 
+  const customEmail = document?.documentMeta;
+
   if (!document) {
     throw new Error('Document not found');
   }
@@ -44,6 +48,12 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
     document.Recipient.map(async (recipient) => {
       const { email, name } = recipient;
 
+      const customEmailTemplate = {
+        'signer.name': name,
+        'signer.email': email,
+        'document.name': document.title,
+      };
+
       if (recipient.sendStatus === SendStatus.SENT) {
         return;
       }
@@ -57,6 +67,7 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
+        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
       });
 
       await mailer.sendMail({
@@ -68,7 +79,9 @@ export const sendDocument = async ({ documentId, userId }: SendDocumentOptions)
           name: process.env.NEXT_PRIVATE_SMTP_FROM_NAME || 'Documenso',
           address: process.env.NEXT_PRIVATE_SMTP_FROM_ADDRESS || 'noreply@documenso.com',
         },
-        subject: 'Please sign this document',
+        subject: customEmail?.subject
+          ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
+          : 'Please sign this document',
         html: render(template),
         text: render(template, { plainText: true }),
       });

packages/lib/server-only/document/update-document.ts

@@ -0,0 +1,21 @@
+'use server';
+
+import { Prisma } from '@prisma/client';
+
+import { prisma } from '@documenso/prisma';
+
+export type UpdateDocumentOptions = {
+  documentId: number;
+  data: Prisma.DocumentUpdateInput;
+};
+
+export const updateDocument = async ({ documentId, data }: UpdateDocumentOptions) => {
+  return await prisma.document.update({
+    where: {
+      id: documentId,
+    },
+    data: {
+      ...data,
+    },
+  });
+};

packages/lib/utils/render-custom-email-template.ts

@@ -0,0 +1,12 @@
+export const renderCustomEmailTemplate = <T extends Record<string, string>>(
+  template: string,
+  variables: T,
+): string => {
+  return template.replace(/\{(\S+)\}/g, (_, key) => {
+    if (key in variables) {
+      return variables[key];
+    }
+
+    return key;
+  });
+};

packages/prisma/migrations/20230920052232_document_meta/migration.sql

@@ -0,0 +1,14 @@
+-- AlterTable
+ALTER TABLE "Document" ADD COLUMN     "documentMetaId" TEXT;
+
+-- CreateTable
+CREATE TABLE "DocumentMeta" (
+    "id" TEXT NOT NULL,
+    "customEmailSubject" TEXT,
+    "customEmailBody" TEXT,
+
+    CONSTRAINT "DocumentMeta_pkey" PRIMARY KEY ("id")
+);
+
+-- AddForeignKey
+ALTER TABLE "Document" ADD CONSTRAINT "Document_documentMetaId_fkey" FOREIGN KEY ("documentMetaId") REFERENCES "DocumentMeta"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/migrations/20230920124941_fix_documentmeta_relation/migration.sql

@@ -0,0 +1,8 @@
+/*
+  Warnings:
+
+  - A unique constraint covering the columns `[documentMetaId]` on the table `Document` will be added. If there are existing duplicate values, this will fail.
+
+*/
+-- CreateIndex
+CREATE UNIQUE INDEX "Document_documentMetaId_key" ON "Document"("documentMetaId");

packages/prisma/migrations/20230922121421_fix_document_meta_schema/migration.sql

@@ -0,0 +1,52 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `documentMetaId` on the `Document` table. All the data in the column will be lost.
+  - You are about to drop the column `customEmailBody` on the `DocumentMeta` table. All the data in the column will be lost.
+  - You are about to drop the column `customEmailSubject` on the `DocumentMeta` table. All the data in the column will be lost.
+  - A unique constraint covering the columns `[documentId]` on the table `DocumentMeta` will be added. If there are existing duplicate values, this will fail.
+  - Added the required column `documentId` to the `DocumentMeta` table without a default value. This is not possible if the table is not empty.
+
+*/
+-- DropForeignKey
+ALTER TABLE "Document" DROP CONSTRAINT "Document_documentMetaId_fkey";
+
+-- DropIndex
+DROP INDEX "Document_documentMetaId_key";
+
+-- AlterTable
+ALTER TABLE "DocumentMeta"
+ADD COLUMN     "documentId" INTEGER,
+ADD COLUMN     "message" TEXT,
+ADD COLUMN     "subject" TEXT;
+
+-- Migrate data
+UPDATE "DocumentMeta" SET "documentId" = (
+  SELECT "id" FROM "Document" WHERE "Document"."documentMetaId" = "DocumentMeta"."id"
+);
+
+-- Migrate data
+UPDATE "DocumentMeta" SET "message" = "customEmailBody";
+
+-- Migrate data
+UPDATE "DocumentMeta" SET "subject" = "customEmailSubject";
+
+-- Prune data
+DELETE FROM "DocumentMeta" WHERE "documentId" IS NULL;
+
+-- AlterTable
+ALTER TABLE "Document" DROP COLUMN "documentMetaId";
+
+-- AlterTable
+ALTER TABLE "DocumentMeta" 
+DROP COLUMN "customEmailBody",
+DROP COLUMN "customEmailSubject";
+
+-- AlterColumn
+ALTER TABLE "DocumentMeta" ALTER COLUMN "documentId" SET NOT NULL;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "DocumentMeta_documentId_key" ON "DocumentMeta"("documentId");
+
+-- AddForeignKey
+ALTER TABLE "DocumentMeta" ADD CONSTRAINT "DocumentMeta_documentId_fkey" FOREIGN KEY ("documentId") REFERENCES "Document"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/schema.prisma

@@ -110,6 +110,7 @@ model Document {
   Field          Field[]
   documentDataId String
   documentData   DocumentData   @relation(fields: [documentDataId], references: [id], onDelete: Cascade)
+  documentMeta   DocumentMeta?
   createdAt      DateTime       @default(now())
   updatedAt      DateTime       @default(now()) @updatedAt
 
@@ -130,6 +131,14 @@ model DocumentData {
   Document    Document?
 }
 
+model DocumentMeta {
+  id       String    @id @default(cuid())
+  subject  String?
+  message  String?
+  documentId Int @unique
+  document Document @relation(fields: [documentId], references: [id], onDelete: Cascade)
+}
+
 enum ReadStatus {
   NOT_OPENED
   OPENED

packages/prisma/types/document-with-data.ts

@@ -1,5 +1,6 @@
-import { Document, DocumentData } from '@documenso/prisma/client';
+import { Document, DocumentData, DocumentMeta } from '@documenso/prisma/client';
 
 export type DocumentWithData = Document & {
   documentData?: DocumentData | null;
+  documentMeta?: DocumentMeta | null;
 };

packages/ui/primitives/document-flow/add-subject.tsx

@@ -2,7 +2,8 @@
 
 import { useForm } from 'react-hook-form';
 
-import { Document, DocumentStatus, Field, Recipient } from '@documenso/prisma/client';
+import { DocumentStatus, Field, Recipient } from '@documenso/prisma/client';
+import { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
@@ -21,7 +22,7 @@ export type AddSubjectFormProps = {
   documentFlow: DocumentFlowStep;
   recipients: Recipient[];
   fields: Field[];
-  document: Document;
+  document: DocumentWithData;
   numberOfSteps: number;
   onSubmit: (_data: TAddSubjectFormSchema) => void;
 };
@@ -41,8 +42,8 @@ export const AddSubjectFormPartial = ({
   } = useForm<TAddSubjectFormSchema>({
     defaultValues: {
       email: {
-        subject: '',
+        subject: document.documentMeta?.subject ?? '',
-        message: '',
+        message: document.documentMeta?.message ?? '',
       },
     },
   });