feat: add controls for sending completion emails to document owners

Adds a new `ownerDocumentCompleted` to the email settings that
controls whether a document will be sent to the owner upon completion.

This was previously the only email you couldn't disable and didn't
account for users integrating with just the API and Webhooks.

Also adds a flag to the public `sendDocument` endpoint which will
adjust this setting while sendint the document for users who aren't
using `emailSettings` on the `createDocument` endpoint.
This commit is contained in:
Mythie
2024-12-12 13:55:46 +11:00
parent c9fe134852
commit efd6531d3e
6 changed files with 240 additions and 65 deletions

View File

@ -35,6 +35,7 @@ import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/tem
import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
import { extractDerivedDocumentEmailSettings } from '@documenso/lib/types/document-email';
import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
import {
ZCheckboxFieldMeta,
@ -637,69 +638,52 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
}),
sendDocument: authenticatedMiddleware(async (args, user, team) => {
const { id } = args.params;
const { sendEmail = true } = args.body ?? {};
const document = await getDocumentById({
documentId: Number(id),
userId: user.id,
teamId: team?.id,
});
if (!document) {
return {
status: 404,
body: {
message: 'Document not found',
},
};
}
if (document.status === DocumentStatus.COMPLETED) {
return {
status: 400,
body: {
message: 'Document is already complete',
},
};
}
const { id: documentId } = args.params;
const { sendEmail, sendCompletionEmails } = args.body;
try {
// await setRecipientsForDocument({
// userId: user.id,
// documentId: Number(id),
// recipients: [
// {
// email: body.signerEmail,
// name: body.signerName ?? '',
// },
// ],
// });
const document = await getDocumentById({
documentId: Number(documentId),
userId: user.id,
teamId: team?.id,
});
// await setFieldsForDocument({
// documentId: Number(id),
// userId: user.id,
// fields: body.fields.map((field) => ({
// signerEmail: body.signerEmail,
// type: field.fieldType,
// pageNumber: field.pageNumber,
// pageX: field.pageX,
// pageY: field.pageY,
// pageWidth: field.pageWidth,
// pageHeight: field.pageHeight,
// })),
// });
if (!document) {
return {
status: 404,
body: {
message: 'Document not found',
},
};
}
// if (body.emailBody || body.emailSubject) {
// await upsertDocumentMeta({
// documentId: Number(id),
// subject: body.emailSubject ?? '',
// message: body.emailBody ?? '',
// });
// }
if (document.status === DocumentStatus.COMPLETED) {
return {
status: 400,
body: {
message: 'Document is already complete',
},
};
}
const emailSettings = extractDerivedDocumentEmailSettings(document.documentMeta);
// Update document email settings if sendCompletionEmails is provided
if (typeof sendCompletionEmails === 'boolean') {
await upsertDocumentMeta({
documentId: document.id,
userId: user.id,
emailSettings: {
...emailSettings,
documentCompleted: sendCompletionEmails,
ownerDocumentCompleted: sendCompletionEmails,
},
requestMetadata: extractNextApiRequestMetadata(args.req),
});
}
const { Recipient: recipients, ...sentDocument } = await sendDocument({
documentId: Number(id),
documentId: document.id,
userId: user.id,
teamId: team?.id,
sendEmail,

View File

@ -88,8 +88,12 @@ export const ZSendDocumentForSigningMutationSchema = z
description:
'Whether to send an email to the recipients asking them to action the document. If you disable this, you will need to manually distribute the document to the recipients using the generated signing links.',
}),
sendCompletionEmails: z.boolean().optional().openapi({
description:
'Whether to send completion emails when the document is fully signed. This will override the document email settings.',
}),
})
.or(z.literal('').transform(() => ({ sendEmail: true })));
.or(z.literal('').transform(() => ({ sendEmail: true, sendCompletionEmails: undefined })));
export type TSendDocumentForSigningMutationSchema = typeof ZSendDocumentForSigningMutationSchema;