mirror of
https://github.com/documenso/documenso.git
synced 2025-11-13 00:03:33 +10:00
## Description Refactor the "use template" flow ## Changes Made - Add placeholders for recipients - Add audit log when document is created - Trigger DOCUMENT_CREATED webhook when document is created - Remove role field when using template - Remove flaky logic when associating template recipients with form recipients - Refactor to use `Form` ### Using template when document has no recipients <img width="529" alt="image" src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c"> ### Using template with recipients <img width="529" alt="image" src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9"> ### Using template with the send option selected <img width="529" alt="image" src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea">
145 lines
3.4 KiB
TypeScript
145 lines
3.4 KiB
TypeScript
import { nanoid } from '@documenso/lib/universal/id';
|
|
import { prisma } from '@documenso/prisma';
|
|
import type { RecipientRole } from '@documenso/prisma/client';
|
|
|
|
export type CreateDocumentFromTemplateLegacyOptions = {
|
|
templateId: number;
|
|
userId: number;
|
|
teamId?: number;
|
|
recipients?: {
|
|
name?: string;
|
|
email: string;
|
|
role?: RecipientRole;
|
|
}[];
|
|
};
|
|
|
|
/**
|
|
* Legacy server function for /api/v1
|
|
*/
|
|
export const createDocumentFromTemplateLegacy = async ({
|
|
templateId,
|
|
userId,
|
|
teamId,
|
|
recipients,
|
|
}: CreateDocumentFromTemplateLegacyOptions) => {
|
|
const template = await prisma.template.findUnique({
|
|
where: {
|
|
id: templateId,
|
|
...(teamId
|
|
? {
|
|
team: {
|
|
id: teamId,
|
|
members: {
|
|
some: {
|
|
userId,
|
|
},
|
|
},
|
|
},
|
|
}
|
|
: {
|
|
userId,
|
|
teamId: null,
|
|
}),
|
|
},
|
|
include: {
|
|
Recipient: true,
|
|
Field: true,
|
|
templateDocumentData: true,
|
|
},
|
|
});
|
|
|
|
if (!template) {
|
|
throw new Error('Template not found.');
|
|
}
|
|
|
|
const documentData = await prisma.documentData.create({
|
|
data: {
|
|
type: template.templateDocumentData.type,
|
|
data: template.templateDocumentData.data,
|
|
initialData: template.templateDocumentData.initialData,
|
|
},
|
|
});
|
|
|
|
const document = await prisma.document.create({
|
|
data: {
|
|
userId,
|
|
teamId: template.teamId,
|
|
title: template.title,
|
|
documentDataId: documentData.id,
|
|
Recipient: {
|
|
create: template.Recipient.map((recipient) => ({
|
|
email: recipient.email,
|
|
name: recipient.name,
|
|
role: recipient.role,
|
|
token: nanoid(),
|
|
})),
|
|
},
|
|
},
|
|
|
|
include: {
|
|
Recipient: {
|
|
orderBy: {
|
|
id: 'asc',
|
|
},
|
|
},
|
|
documentData: true,
|
|
},
|
|
});
|
|
|
|
await prisma.field.createMany({
|
|
data: template.Field.map((field) => {
|
|
const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
|
|
|
|
const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
|
|
|
|
if (!documentRecipient) {
|
|
throw new Error('Recipient not found.');
|
|
}
|
|
|
|
return {
|
|
type: field.type,
|
|
page: field.page,
|
|
positionX: field.positionX,
|
|
positionY: field.positionY,
|
|
width: field.width,
|
|
height: field.height,
|
|
customText: field.customText,
|
|
inserted: field.inserted,
|
|
documentId: document.id,
|
|
recipientId: documentRecipient.id,
|
|
};
|
|
}),
|
|
});
|
|
|
|
if (recipients && recipients.length > 0) {
|
|
document.Recipient = await Promise.all(
|
|
recipients.map(async (recipient, index) => {
|
|
const existingRecipient = document.Recipient.at(index);
|
|
|
|
return await prisma.recipient.upsert({
|
|
where: {
|
|
documentId_email: {
|
|
documentId: document.id,
|
|
email: existingRecipient?.email ?? recipient.email,
|
|
},
|
|
},
|
|
update: {
|
|
name: recipient.name,
|
|
email: recipient.email,
|
|
role: recipient.role,
|
|
},
|
|
create: {
|
|
documentId: document.id,
|
|
email: recipient.email,
|
|
name: recipient.name,
|
|
role: recipient.role,
|
|
token: nanoid(),
|
|
},
|
|
});
|
|
}),
|
|
);
|
|
}
|
|
|
|
return document;
|
|
};
|