Files
documenso/packages/trpc/server/template-router/schema.ts
Catalin Pit 422770a8c7 feat: allow fields prefill when generating a document from a template (#1615)
This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
2025-03-06 19:45:33 +11:00

204 lines
7.1 KiB
TypeScript

import { DocumentSigningOrder, DocumentVisibility, TemplateType } from '@prisma/client';
import { z } from 'zod';
import { ZDocumentSchema } from '@documenso/lib/types/document';
import {
ZDocumentAccessAuthTypesSchema,
ZDocumentActionAuthTypesSchema,
} from '@documenso/lib/types/document-auth';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
import {
ZTemplateLiteSchema,
ZTemplateManySchema,
ZTemplateSchema,
} from '@documenso/lib/types/template';
import { TemplateDirectLinkSchema } from '@documenso/prisma/generated/zod/modelSchema/TemplateDirectLinkSchema';
import {
ZDocumentMetaDateFormatSchema,
ZDocumentMetaDistributionMethodSchema,
ZDocumentMetaLanguageSchema,
ZDocumentMetaMessageSchema,
ZDocumentMetaRedirectUrlSchema,
ZDocumentMetaSubjectSchema,
ZDocumentMetaTimezoneSchema,
ZDocumentMetaTypedSignatureEnabledSchema,
} from '../document-router/schema';
import { ZSignFieldWithTokenMutationSchema } from '../field-router/schema';
export const ZCreateTemplateMutationSchema = z.object({
title: z.string().min(1).trim(),
templateDocumentDataId: z.string().min(1),
});
export const ZCreateDocumentFromDirectTemplateRequestSchema = z.object({
directRecipientName: z.string().optional(),
directRecipientEmail: z.string().email(),
directTemplateToken: z.string().min(1),
directTemplateExternalId: z.string().optional(),
signedFieldValues: z.array(ZSignFieldWithTokenMutationSchema),
templateUpdatedAt: z.date(),
});
export const ZCreateDocumentFromTemplateRequestSchema = z.object({
templateId: z.number(),
recipients: z
.array(
z.object({
id: z.number().describe('The ID of the recipient in the template.'),
email: z.string().email(),
name: z.string().optional(),
}),
)
.describe('The information of the recipients to create the document with.')
.refine((recipients) => {
const emails = recipients.map((signer) => signer.email);
return new Set(emails).size === emails.length;
}, 'Recipients must have unique emails'),
distributeDocument: z
.boolean()
.describe('Whether to create the document as pending and distribute it to recipients.')
.optional(),
customDocumentDataId: z
.string()
.describe(
'The data ID of an alternative PDF to use when creating the document. If not provided, the PDF attached to the template will be used.',
)
.optional(),
prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
});
export const ZCreateDocumentFromTemplateResponseSchema = ZDocumentSchema;
export const ZDuplicateTemplateMutationSchema = z.object({
templateId: z.number(),
});
export const ZDuplicateTemplateResponseSchema = ZTemplateLiteSchema;
export const ZCreateTemplateDirectLinkRequestSchema = z.object({
templateId: z.number(),
directRecipientId: z
.number()
.describe(
'The of the recipient in the current template to transform into the primary recipient when the template is used.',
)
.optional(),
});
const GenericDirectLinkResponseSchema = TemplateDirectLinkSchema.pick({
id: true,
templateId: true,
token: true,
createdAt: true,
enabled: true,
directTemplateRecipientId: true,
});
export const ZCreateTemplateDirectLinkResponseSchema = GenericDirectLinkResponseSchema;
export const ZDeleteTemplateDirectLinkRequestSchema = z.object({
templateId: z.number(),
});
export const ZToggleTemplateDirectLinkRequestSchema = z.object({
templateId: z.number(),
enabled: z.boolean(),
});
export const ZToggleTemplateDirectLinkResponseSchema = GenericDirectLinkResponseSchema;
export const ZDeleteTemplateMutationSchema = z.object({
templateId: z.number(),
});
export const MAX_TEMPLATE_PUBLIC_TITLE_LENGTH = 50;
export const MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH = 256;
export const ZUpdateTemplateRequestSchema = z.object({
templateId: z.number(),
data: z
.object({
title: z.string().min(1).optional(),
externalId: z.string().nullish(),
visibility: z.nativeEnum(DocumentVisibility).optional(),
globalAccessAuth: ZDocumentAccessAuthTypesSchema.nullable().optional(),
globalActionAuth: ZDocumentActionAuthTypesSchema.nullable().optional(),
publicTitle: z
.string()
.trim()
.min(1)
.max(MAX_TEMPLATE_PUBLIC_TITLE_LENGTH)
.describe(
'The title of the template that will be displayed to the public. Only applicable for public templates.',
)
.optional(),
publicDescription: z
.string()
.trim()
.min(1)
.max(MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH)
.describe(
'The description of the template that will be displayed to the public. Only applicable for public templates.',
)
.optional(),
type: z.nativeEnum(TemplateType).optional(),
})
.optional(),
meta: z
.object({
subject: ZDocumentMetaSubjectSchema.optional(),
message: ZDocumentMetaMessageSchema.optional(),
timezone: ZDocumentMetaTimezoneSchema.optional(),
dateFormat: ZDocumentMetaDateFormatSchema.optional(),
distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
emailSettings: ZDocumentEmailSettingsSchema.optional(),
redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
language: ZDocumentMetaLanguageSchema.optional(),
typedSignatureEnabled: ZDocumentMetaTypedSignatureEnabledSchema.optional(),
signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
})
.optional(),
});
export const ZUpdateTemplateResponseSchema = ZTemplateLiteSchema;
export const ZFindTemplatesRequestSchema = ZFindSearchParamsSchema.extend({
type: z.nativeEnum(TemplateType).describe('Filter templates by type.').optional(),
});
export const ZFindTemplatesResponseSchema = ZFindResultResponse.extend({
data: ZTemplateManySchema.array(),
});
export type TFindTemplatesResponse = z.infer<typeof ZFindTemplatesResponseSchema>;
export type FindTemplateRow = TFindTemplatesResponse['data'][number];
export const ZGetTemplateByIdRequestSchema = z.object({
templateId: z.number(),
});
export const ZGetTemplateByIdResponseSchema = ZTemplateSchema;
export const ZMoveTemplateToTeamRequestSchema = z.object({
templateId: z.number().describe('The ID of the template to move to.'),
teamId: z.number().describe('The ID of the team to move the template to.'),
});
export const ZMoveTemplateToTeamResponseSchema = ZTemplateLiteSchema;
export const ZBulkSendTemplateMutationSchema = z.object({
templateId: z.number(),
teamId: z.number().optional(),
csv: z.string().min(1),
sendImmediately: z.boolean(),
});
export type TCreateTemplateMutationSchema = z.infer<typeof ZCreateTemplateMutationSchema>;
export type TDuplicateTemplateMutationSchema = z.infer<typeof ZDuplicateTemplateMutationSchema>;
export type TDeleteTemplateMutationSchema = z.infer<typeof ZDeleteTemplateMutationSchema>;
export type TBulkSendTemplateMutationSchema = z.infer<typeof ZBulkSendTemplateMutationSchema>;