feat: add API endpoint to reject documents on behalf of recipients (#3007)

Programmatically record an external rejection on behalf of a recipient
who declined outside the platform. Flags the rejection as external in
the audit log, optionally attributes it to a specific team member via
actAsEmail, and enforces team membership and document visibility.

packages/trpc/server/envelope-router/envelope-recipients/reject-envelope-recipient-on-behalf-of.ts

@@ -0,0 +1,65 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { rejectDocumentOnBehalfOf } from '@documenso/lib/server-only/document/reject-document-on-behalf-of';
+import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { prisma } from '@documenso/prisma';
+import { EnvelopeType } from '@prisma/client';
+
+import { authenticatedProcedure } from '../../trpc';
+import {
+  rejectEnvelopeRecipientOnBehalfOfMeta,
+  ZRejectEnvelopeRecipientOnBehalfOfRequestSchema,
+  ZRejectEnvelopeRecipientOnBehalfOfResponseSchema,
+} from './reject-envelope-recipient-on-behalf-of.types';
+
+export const rejectEnvelopeRecipientOnBehalfOfRoute = authenticatedProcedure
+  .meta(rejectEnvelopeRecipientOnBehalfOfMeta)
+  .input(ZRejectEnvelopeRecipientOnBehalfOfRequestSchema)
+  .output(ZRejectEnvelopeRecipientOnBehalfOfResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    const { teamId, user } = ctx;
+    const { envelopeId, recipientId, reason, actAsEmail } = input;
+
+    ctx.logger.info({
+      input: {
+        envelopeId,
+        recipientId,
+      },
+    });
+
+    // This is an external-only action: it must only be reachable through the
+    // public API, never the internal app TRPC handler.
+    if (ctx.metadata.source !== 'apiV2') {
+      throw new AppError(AppErrorCode.UNAUTHORIZED, {
+        message: 'This route is only accessible via the public API',
+      });
+    }
+
+    await rejectDocumentOnBehalfOf({
+      envelopeId,
+      recipientId,
+      userId: user.id,
+      teamId,
+      reason,
+      actAsEmail,
+      requestMetadata: ctx.metadata,
+    });
+
+    const { envelopeWhereInput } = await getEnvelopeWhereInput({
+      id: { type: 'envelopeId', id: envelopeId },
+      type: EnvelopeType.DOCUMENT,
+      userId: user.id,
+      teamId,
+    });
+
+    const recipient = await prisma.recipient.findFirstOrThrow({
+      where: {
+        id: recipientId,
+        envelope: envelopeWhereInput,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    return recipient;
+  });

packages/trpc/server/envelope-router/envelope-recipients/reject-envelope-recipient-on-behalf-of.types.ts

@@ -0,0 +1,35 @@
+import { ZEnvelopeRecipientSchema } from '@documenso/lib/types/recipient';
+import { zEmail } from '@documenso/lib/utils/zod';
+import { z } from 'zod';
+
+import type { TrpcRouteMeta } from '../../trpc';
+
+export const rejectEnvelopeRecipientOnBehalfOfMeta: TrpcRouteMeta = {
+  openapi: {
+    method: 'POST',
+    path: '/envelope/recipient/{recipientId}/reject',
+    summary: 'Reject envelope recipient on behalf of',
+    description:
+      'Records a rejection on behalf of a recipient. Use this when a recipient has declined to ' +
+      'sign outside of the platform. The rejection is flagged as external in the document audit ' +
+      'log. By default the action is attributed to the API user; supply `actAsEmail` to attribute ' +
+      'it to a specific team member.',
+    tags: ['Envelope Recipients'],
+  },
+};
+
+export const ZRejectEnvelopeRecipientOnBehalfOfRequestSchema = z.object({
+  envelopeId: z.string().describe('The ID of the envelope the recipient belongs to.'),
+  recipientId: z.number().describe('The ID of the recipient to reject the document on behalf of.'),
+  reason: z.string().min(1).describe('The reason the recipient rejected the document.'),
+  actAsEmail: zEmail()
+    .optional()
+    .describe('The email of the team member to attribute the rejection to. Defaults to the API user when omitted.'),
+});
+
+export const ZRejectEnvelopeRecipientOnBehalfOfResponseSchema = ZEnvelopeRecipientSchema;
+
+export type TRejectEnvelopeRecipientOnBehalfOfRequest = z.infer<typeof ZRejectEnvelopeRecipientOnBehalfOfRequestSchema>;
+export type TRejectEnvelopeRecipientOnBehalfOfResponse = z.infer<
+  typeof ZRejectEnvelopeRecipientOnBehalfOfResponseSchema
+>;

packages/trpc/server/envelope-router/router.ts

@@ -22,6 +22,7 @@ import { updateEnvelopeFieldsRoute } from './envelope-fields/update-envelope-fie
 import { createEnvelopeRecipientsRoute } from './envelope-recipients/create-envelope-recipients';
 import { deleteEnvelopeRecipientRoute } from './envelope-recipients/delete-envelope-recipient';
 import { getEnvelopeRecipientRoute } from './envelope-recipients/get-envelope-recipient';
+import { rejectEnvelopeRecipientOnBehalfOfRoute } from './envelope-recipients/reject-envelope-recipient-on-behalf-of';
 import { reportRecipientRoute } from './envelope-recipients/report-recipient';
 import { updateEnvelopeRecipientsRoute } from './envelope-recipients/update-envelope-recipients';
 import { findEnvelopeAuditLogsRoute } from './find-envelope-audit-logs';
@@ -70,6 +71,7 @@ export const envelopeRouter = router({
     delete: deleteEnvelopeRecipientRoute,
     set: setEnvelopeRecipientsRoute,
     report: reportRecipientRoute,
+    rejectOnBehalfOf: rejectEnvelopeRecipientOnBehalfOfRoute,
   },
   field: {
     get: getEnvelopeFieldRoute,