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sign/packages/lib/server-only/template/create-document-from-template-legacy.ts

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import { nanoid } from '@documenso/lib/universal/id';
import { prisma } from '@documenso/prisma';
import { DocumentSource, type RecipientRole } from '@documenso/prisma/client';
export type CreateDocumentFromTemplateLegacyOptions = {
templateId: number;
userId: number;
teamId?: number;
recipients?: {
name?: string;
email: string;
role?: RecipientRole;
signingOrder?: number | null;
}[];
};
/**
* 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,
templateMeta: true,
feat: add global settings for teams (#1391) ## Description This PR introduces global settings for teams. At the moment, it allows team admins to configure the following: * The default visibility of the documents uploaded to the team account * Whether to include the document owner (sender) details when sending emails to the recipients. ### Include Sender Details If the Sender Details setting is enabled, the emails sent by the team will include the sender's name: > "Example User" on behalf of "Example Team" has invited you to sign "document.pdf" Otherwise, the email will say: > "Example Team" has invited you to sign "document.pdf" ### Default Document Visibility This new option allows users to set the default visibility for the documents uploaded to the team account. It can have the following values: * Everyone * Manager and above * Admins only If the default document visibility isn't set, the document will be set to the role of the user who created the document: * If a user with the "User" role creates a document, the document's visibility is set to "Everyone". * Manager role -> "Manager and above" * Admin role -> "Admins only" Otherwise, if there is a default document visibility value, it uses that value. #### Gotcha To avoid issues, the `document owner` and the `recipient` can access the document irrespective of their role. For example: * If a team member with the role "Member" uploads a document and the default document visibility is "Admins", only the document owner and admins can access the document. * Similar to the other scenarios. * If an admin uploads a document and the default document visibility is "Admins", the recipient can access the document. * The admins have access to all the documents. * Managers have access to documents with the visibility set to "Everyone" and "Manager and above" * Members have access only to the documents with the visibility set to "Everyone". ## Testing Performed Tested it locally.
2024-11-08 13:50:49 +02:00
team: {
include: {
teamGlobalSettings: 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: {
source: DocumentSource.TEMPLATE,
templateId: template.id,
userId,
teamId: template.teamId,
title: template.title,
feat: add global settings for teams (#1391) ## Description This PR introduces global settings for teams. At the moment, it allows team admins to configure the following: * The default visibility of the documents uploaded to the team account * Whether to include the document owner (sender) details when sending emails to the recipients. ### Include Sender Details If the Sender Details setting is enabled, the emails sent by the team will include the sender's name: > "Example User" on behalf of "Example Team" has invited you to sign "document.pdf" Otherwise, the email will say: > "Example Team" has invited you to sign "document.pdf" ### Default Document Visibility This new option allows users to set the default visibility for the documents uploaded to the team account. It can have the following values: * Everyone * Manager and above * Admins only If the default document visibility isn't set, the document will be set to the role of the user who created the document: * If a user with the "User" role creates a document, the document's visibility is set to "Everyone". * Manager role -> "Manager and above" * Admin role -> "Admins only" Otherwise, if there is a default document visibility value, it uses that value. #### Gotcha To avoid issues, the `document owner` and the `recipient` can access the document irrespective of their role. For example: * If a team member with the role "Member" uploads a document and the default document visibility is "Admins", only the document owner and admins can access the document. * Similar to the other scenarios. * If an admin uploads a document and the default document visibility is "Admins", the recipient can access the document. * The admins have access to all the documents. * Managers have access to documents with the visibility set to "Everyone" and "Manager and above" * Members have access only to the documents with the visibility set to "Everyone". ## Testing Performed Tested it locally.
2024-11-08 13:50:49 +02:00
visibility: template.team?.teamGlobalSettings?.documentVisibility,
documentDataId: documentData.id,
Recipient: {
create: template.Recipient.map((recipient) => ({
email: recipient.email,
name: recipient.name,
role: recipient.role,
signingOrder: recipient.signingOrder,
token: nanoid(),
})),
},
documentMeta: {
create: {
subject: template.templateMeta?.subject,
message: template.templateMeta?.message,
timezone: template.templateMeta?.timezone,
dateFormat: template.templateMeta?.dateFormat,
redirectUrl: template.templateMeta?.redirectUrl,
signingOrder: template.templateMeta?.signingOrder ?? undefined,
feat: add global settings for teams (#1391) ## Description This PR introduces global settings for teams. At the moment, it allows team admins to configure the following: * The default visibility of the documents uploaded to the team account * Whether to include the document owner (sender) details when sending emails to the recipients. ### Include Sender Details If the Sender Details setting is enabled, the emails sent by the team will include the sender's name: > "Example User" on behalf of "Example Team" has invited you to sign "document.pdf" Otherwise, the email will say: > "Example Team" has invited you to sign "document.pdf" ### Default Document Visibility This new option allows users to set the default visibility for the documents uploaded to the team account. It can have the following values: * Everyone * Manager and above * Admins only If the default document visibility isn't set, the document will be set to the role of the user who created the document: * If a user with the "User" role creates a document, the document's visibility is set to "Everyone". * Manager role -> "Manager and above" * Admin role -> "Admins only" Otherwise, if there is a default document visibility value, it uses that value. #### Gotcha To avoid issues, the `document owner` and the `recipient` can access the document irrespective of their role. For example: * If a team member with the role "Member" uploads a document and the default document visibility is "Admins", only the document owner and admins can access the document. * Similar to the other scenarios. * If an admin uploads a document and the default document visibility is "Admins", the recipient can access the document. * The admins have access to all the documents. * Managers have access to documents with the visibility set to "Everyone" and "Manager and above" * Members have access only to the documents with the visibility set to "Everyone". ## Testing Performed Tested it locally.
2024-11-08 13:50:49 +02:00
language:
template.templateMeta?.language || template.team?.teamGlobalSettings?.documentLanguage,
},
},
},
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,
signingOrder: recipient.signingOrder,
},
create: {
documentId: document.id,
email: recipient.email,
name: recipient.name,
role: recipient.role,
signingOrder: recipient.signingOrder,
token: nanoid(),
},
});
}),
);
}
return document;
};