Files
documenso/packages/lib/server-only/document/resend-document.tsx
Catalin Pit fceb0eaac9 feat: update emails for self-signer (#1108)
## Description

Updated the email content based on whether the document owner is a
recipient or not.

If the document owner is a recipient (self-signer):
* the email subject will be `Please view/sign/approve your document`
* the email header will be `Please view/sign/approve your document
"<your-doc-title>"`
* the email content will be `You have initiated the document
"<your-doc-title>" that requires you to view/sign/approve it.`

Otherwise:
* the email subject will be `Please view/sign/approve this document`
* the email header will be `<doc-owner> has invited you to
view/sign/approve "<doc-title>"`
* the email content will be `<doc-owner> has invited you to
view/sign/approve the document "<doc-title>".`


## Related Issue

Related to #1091 

## Testing Performed

Tested the feature with a different number of recipients (including and
excluding the document owner - self-signer). Tested both the sending and
resending functionality.

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

## UI Screenshots

![CleanShot 2024-04-18 at 12 26
11@2x](https://github.com/documenso/documenso/assets/25515812/ca80f625-befb-4cbc-a541-f2186379d2e8)
![CleanShot 2024-04-18 at 12 27
40@2x](https://github.com/documenso/documenso/assets/25515812/8bcbb6fc-ba98-4fa1-8538-2d062febd27b)
![CleanShot 2024-04-18 at 12 27
53@2x](https://github.com/documenso/documenso/assets/25515812/25d77d98-b5ec-4270-8ffa-43774fe70526)
![CleanShot 2024-04-18 at 12 30
00@2x](https://github.com/documenso/documenso/assets/25515812/a90bb8e3-3ea8-42ff-9971-559b3e81ae6f)


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

## Summary by CodeRabbit

- **New Features**
- Enhanced the document invitation components to support scenarios where
the recipient is also the sender, providing customized email content and
subject lines.
- Introduced new properties in email templates to improve clarity and
relevance based on the user's role in the document signing process.

- **Refactor**
- Updated components to use a more flexible `headerContent` property for
displaying invitation headers, replacing previous individual inviter
details.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 17:45:33 +07:00

166 lines
5.0 KiB
TypeScript

import { createElement } from 'react';
import { mailer } from '@documenso/email/mailer';
import { render } from '@documenso/email/render';
import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document-invite';
import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
import {
RECIPIENT_ROLES_DESCRIPTION,
RECIPIENT_ROLE_TO_EMAIL_TYPE,
} from '@documenso/lib/constants/recipient-roles';
import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
import { prisma } from '@documenso/prisma';
import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
import type { Prisma } from '@documenso/prisma/client';
import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
import { getDocumentWhereInput } from './get-document-by-id';
export type ResendDocumentOptions = {
documentId: number;
userId: number;
recipients: number[];
teamId?: number;
requestMetadata: RequestMetadata;
};
export const resendDocument = async ({
documentId,
userId,
recipients,
teamId,
requestMetadata,
}: ResendDocumentOptions) => {
const user = await prisma.user.findFirstOrThrow({
where: {
id: userId,
},
});
const documentWhereInput: Prisma.DocumentWhereUniqueInput = await getDocumentWhereInput({
documentId,
userId,
teamId,
});
const document = await prisma.document.findUnique({
where: documentWhereInput,
include: {
Recipient: {
where: {
id: {
in: recipients,
},
signingStatus: SigningStatus.NOT_SIGNED,
},
},
documentMeta: true,
},
});
const customEmail = document?.documentMeta;
if (!document) {
throw new Error('Document not found');
}
if (document.Recipient.length === 0) {
throw new Error('Document has no recipients');
}
if (document.status === DocumentStatus.DRAFT) {
throw new Error('Can not send draft document');
}
if (document.status === DocumentStatus.COMPLETED) {
throw new Error('Can not send completed document');
}
await Promise.all(
document.Recipient.map(async (recipient) => {
if (recipient.role === RecipientRole.CC) {
return;
}
const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
const { email, name } = recipient;
const selfSigner = email === user.email;
const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
recipient.role
].actionVerb.toLowerCase()} it.`;
const customEmailTemplate = {
'signer.name': name,
'signer.email': email,
'document.name': document.title,
};
const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
const template = createElement(DocumentInviteEmailTemplate, {
documentName: document.title,
inviterName: user.name || undefined,
inviterEmail: user.email,
assetBaseUrl,
signDocumentLink,
customBody: renderCustomEmailTemplate(
selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
customEmailTemplate,
),
role: recipient.role,
selfSigner,
});
const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
const emailSubject = selfSigner
? `Reminder: Please ${actionVerb.toLowerCase()} your document`
: `Reminder: Please ${actionVerb.toLowerCase()} this document`;
await prisma.$transaction(
async (tx) => {
await mailer.sendMail({
to: {
address: email,
name,
},
from: {
name: FROM_NAME,
address: FROM_ADDRESS,
},
subject: customEmail?.subject
? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
: emailSubject,
html: render(template),
text: render(template, { plainText: true }),
});
await tx.documentAuditLog.create({
data: createDocumentAuditLogData({
type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
documentId: document.id,
user,
requestMetadata,
data: {
emailType: recipientEmailType,
recipientEmail: recipient.email,
recipientName: recipient.name,
recipientRole: recipient.role,
recipientId: recipient.id,
isResending: true,
},
}),
});
},
{ timeout: 30_000 },
);
}),
);
};