Files
documenso/packages/prisma/seed/documents.ts
David Nguyen d11a68fc4c feat: add direct templates links (#1165)
## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-06-02 15:49:09 +10:00

559 lines
14 KiB
TypeScript

import type { Document, User } from '@prisma/client';
import { nanoid } from 'nanoid';
import fs from 'node:fs';
import path from 'node:path';
import { match } from 'ts-pattern';
import { prisma } from '..';
import {
DocumentDataType,
DocumentSource,
DocumentStatus,
FieldType,
Prisma,
ReadStatus,
SendStatus,
SigningStatus,
} from '../client';
import { seedTeam } from './teams';
import { seedUser } from './users';
const examplePdf = fs
.readFileSync(path.join(__dirname, '../../../assets/example.pdf'))
.toString('base64');
type DocumentToSeed = {
sender: User;
recipients: (User | string)[];
type: DocumentStatus;
documentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
};
export const seedDocuments = async (documents: DocumentToSeed[]) => {
await Promise.all(
documents.map(async (document, i) =>
match(document.type)
.with(DocumentStatus.DRAFT, async () =>
seedDraftDocument(document.sender, document.recipients, {
key: i,
createDocumentOptions: document.documentOptions,
}),
)
.with(DocumentStatus.PENDING, async () =>
seedPendingDocument(document.sender, document.recipients, {
key: i,
createDocumentOptions: document.documentOptions,
}),
)
.with(DocumentStatus.COMPLETED, async () =>
seedCompletedDocument(document.sender, document.recipients, {
key: i,
createDocumentOptions: document.documentOptions,
}),
)
.exhaustive(),
),
);
};
export const seedBlankDocument = async (owner: User, options: CreateDocumentOptions = {}) => {
const { key, createDocumentOptions = {} } = options;
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
return await prisma.document.create({
data: {
source: DocumentSource.DOCUMENT,
title: `[TEST] Document ${key} - Draft`,
status: DocumentStatus.DRAFT,
documentDataId: documentData.id,
userId: owner.id,
...createDocumentOptions,
},
});
};
export const unseedDocument = async (documentId: number) => {
await prisma.document.delete({
where: {
id: documentId,
},
});
};
export const seedDraftDocument = async (
sender: User,
recipients: (User | string)[],
options: CreateDocumentOptions = {},
) => {
const { key, createDocumentOptions = {} } = options;
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
const document = await prisma.document.create({
data: {
source: DocumentSource.DOCUMENT,
title: `[TEST] Document ${key} - Draft`,
status: DocumentStatus.DRAFT,
documentDataId: documentData.id,
userId: sender.id,
...createDocumentOptions,
},
});
for (const recipient of recipients) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
await prisma.recipient.create({
data: {
email,
name,
token: nanoid(),
readStatus: ReadStatus.NOT_OPENED,
sendStatus: SendStatus.NOT_SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
Document: {
connect: {
id: document.id,
},
},
Field: {
create: {
page: 1,
type: FieldType.NAME,
inserted: true,
customText: name,
positionX: new Prisma.Decimal(1),
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(1),
height: new Prisma.Decimal(1),
documentId: document.id,
},
},
},
});
}
return document;
};
type CreateDocumentOptions = {
key?: string | number;
createDocumentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
};
export const seedPendingDocument = async (
sender: User,
recipients: (User | string)[],
options: CreateDocumentOptions = {},
) => {
const { key, createDocumentOptions = {} } = options;
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
const document = await prisma.document.create({
data: {
source: DocumentSource.DOCUMENT,
title: `[TEST] Document ${key} - Pending`,
status: DocumentStatus.PENDING,
documentDataId: documentData.id,
userId: sender.id,
...createDocumentOptions,
},
});
for (const recipient of recipients) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
await prisma.recipient.create({
data: {
email,
name,
token: nanoid(),
readStatus: ReadStatus.OPENED,
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
Document: {
connect: {
id: document.id,
},
},
Field: {
create: {
page: 1,
type: FieldType.NAME,
inserted: true,
customText: name,
positionX: new Prisma.Decimal(1),
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(1),
height: new Prisma.Decimal(1),
documentId: document.id,
},
},
},
});
}
return prisma.document.findFirstOrThrow({
where: {
id: document.id,
},
include: {
Recipient: true,
},
});
};
export const seedPendingDocumentNoFields = async ({
owner,
recipients,
updateDocumentOptions,
}: {
owner: User;
recipients: (User | string)[];
updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
}) => {
const document: Document = await seedBlankDocument(owner);
for (const recipient of recipients) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
await prisma.recipient.create({
data: {
email,
name,
token: nanoid(),
readStatus: ReadStatus.OPENED,
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
Document: {
connect: {
id: document.id,
},
},
},
});
}
const createdRecipients = await prisma.recipient.findMany({
where: {
documentId: document.id,
},
include: {
Field: true,
},
});
const latestDocument = updateDocumentOptions
? await prisma.document.update({
where: {
id: document.id,
},
data: updateDocumentOptions,
})
: document;
return {
document: latestDocument,
recipients: createdRecipients,
};
};
export const seedPendingDocumentWithFullFields = async ({
owner,
recipients,
recipientsCreateOptions,
updateDocumentOptions,
fields = [FieldType.DATE, FieldType.EMAIL, FieldType.NAME, FieldType.SIGNATURE, FieldType.TEXT],
}: {
owner: User;
recipients: (User | string)[];
recipientsCreateOptions?: Partial<Prisma.RecipientCreateInput>[];
updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
fields?: FieldType[];
}) => {
const document: Document = await seedBlankDocument(owner);
for (const [recipientIndex, recipient] of recipients.entries()) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
await prisma.recipient.create({
data: {
email,
name,
token: nanoid(),
readStatus: ReadStatus.OPENED,
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.NOT_SIGNED,
signedAt: new Date(),
Document: {
connect: {
id: document.id,
},
},
Field: {
createMany: {
data: fields.map((fieldType, fieldIndex) => ({
page: 1,
type: fieldType,
inserted: false,
customText: name,
positionX: new Prisma.Decimal((recipientIndex + 1) * 5),
positionY: new Prisma.Decimal((fieldIndex + 1) * 5),
width: new Prisma.Decimal(5),
height: new Prisma.Decimal(5),
documentId: document.id,
})),
},
},
...(recipientsCreateOptions?.[recipientIndex] ?? {}),
},
});
}
const createdRecipients = await prisma.recipient.findMany({
where: {
documentId: document.id,
},
include: {
Field: true,
},
});
const latestDocument = await prisma.document.update({
where: {
id: document.id,
},
data: {
...updateDocumentOptions,
status: DocumentStatus.PENDING,
},
});
return {
document: latestDocument,
recipients: createdRecipients,
};
};
export const seedCompletedDocument = async (
sender: User,
recipients: (User | string)[],
options: CreateDocumentOptions = {},
) => {
const { key, createDocumentOptions = {} } = options;
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
const document = await prisma.document.create({
data: {
source: DocumentSource.DOCUMENT,
title: `[TEST] Document ${key} - Completed`,
status: DocumentStatus.COMPLETED,
documentDataId: documentData.id,
userId: sender.id,
...createDocumentOptions,
},
});
for (const recipient of recipients) {
const email = typeof recipient === 'string' ? recipient : recipient.email;
const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
await prisma.recipient.create({
data: {
email,
name,
token: nanoid(),
readStatus: ReadStatus.OPENED,
sendStatus: SendStatus.SENT,
signingStatus: SigningStatus.SIGNED,
signedAt: new Date(),
Document: {
connect: {
id: document.id,
},
},
Field: {
create: {
page: 1,
type: FieldType.NAME,
inserted: true,
customText: name,
positionX: new Prisma.Decimal(1),
positionY: new Prisma.Decimal(1),
width: new Prisma.Decimal(1),
height: new Prisma.Decimal(1),
documentId: document.id,
},
},
},
});
}
return document;
};
/**
* Create 5 team documents:
* - Completed document with 2 recipients.
* - Pending document with 1 recipient.
* - Pending document with 4 recipients.
* - Draft document with 3 recipients.
* - Draft document with 2 recipients.
*
* Create 3 non team documents where the user is a team member:
* - Completed document with 2 recipients.
* - Pending document with 1 recipient.
* - Draft document with 2 recipients.
*
* Create 3 non team documents where the user is not a team member, but the recipient is:
* - Completed document with 2 recipients.
* - Pending document with 1 recipient.
* - Draft document with 2 recipients.
*
* This should result in the following team document dashboard counts:
* - 0 Inbox
* - 2 Pending
* - 1 Completed
* - 2 Draft
* - 5 All
*/
export const seedTeamDocuments = async () => {
const team = await seedTeam({
createTeamMembers: 4,
});
const documentOptions = {
teamId: team.id,
};
const teamMember1 = team.members[1].user;
const teamMember2 = team.members[2].user;
const teamMember3 = team.members[3].user;
const teamMember4 = team.members[4].user;
const [testUser1, testUser2, testUser3, testUser4] = await Promise.all([
seedUser(),
seedUser(),
seedUser(),
seedUser(),
]);
await seedDocuments([
/**
* Team documents.
*/
{
sender: teamMember1,
recipients: [testUser1, testUser2],
type: DocumentStatus.COMPLETED,
documentOptions,
},
{
sender: teamMember2,
recipients: [testUser1],
type: DocumentStatus.PENDING,
documentOptions,
},
{
sender: teamMember2,
recipients: [testUser1, testUser2, testUser3, testUser4],
type: DocumentStatus.PENDING,
documentOptions,
},
{
sender: teamMember2,
recipients: [testUser1, testUser2, teamMember1],
type: DocumentStatus.DRAFT,
documentOptions,
},
{
sender: team.owner,
recipients: [testUser1, testUser2],
type: DocumentStatus.DRAFT,
documentOptions,
},
/**
* Non team documents where the sender is a team member and recipient is not.
*/
{
sender: teamMember1,
recipients: [testUser1, testUser2],
type: DocumentStatus.COMPLETED,
},
{
sender: teamMember2,
recipients: [testUser1],
type: DocumentStatus.PENDING,
},
{
sender: teamMember3,
recipients: [testUser1, testUser2],
type: DocumentStatus.DRAFT,
},
/**
* Non team documents where the sender is not a team member and recipient is.
*/
{
sender: testUser1,
recipients: [teamMember1, teamMember2],
type: DocumentStatus.COMPLETED,
},
{
sender: testUser2,
recipients: [teamMember1],
type: DocumentStatus.PENDING,
},
{
sender: testUser3,
recipients: [teamMember1, teamMember2],
type: DocumentStatus.DRAFT,
},
]);
return {
team,
teamMember1,
teamMember2,
teamMember3,
teamMember4,
testUser1,
testUser2,
testUser3,
testUser4,
};
};