feat: add general template enhancements (#1147)
## 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">
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@@ -0,0 +1,144 @@
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import { nanoid } from '@documenso/lib/universal/id';
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import { prisma } from '@documenso/prisma';
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import type { RecipientRole } from '@documenso/prisma/client';
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export type CreateDocumentFromTemplateLegacyOptions = {
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templateId: number;
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userId: number;
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teamId?: number;
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recipients?: {
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name?: string;
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email: string;
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role?: RecipientRole;
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}[];
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};
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/**
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* Legacy server function for /api/v1
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*/
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export const createDocumentFromTemplateLegacy = async ({
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templateId,
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userId,
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teamId,
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recipients,
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}: CreateDocumentFromTemplateLegacyOptions) => {
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const template = await prisma.template.findUnique({
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where: {
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id: templateId,
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...(teamId
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? {
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team: {
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id: teamId,
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members: {
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some: {
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userId,
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},
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},
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},
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}
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: {
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userId,
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teamId: null,
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}),
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},
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include: {
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Recipient: true,
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Field: true,
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templateDocumentData: true,
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},
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});
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if (!template) {
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throw new Error('Template not found.');
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}
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const documentData = await prisma.documentData.create({
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data: {
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type: template.templateDocumentData.type,
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data: template.templateDocumentData.data,
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initialData: template.templateDocumentData.initialData,
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},
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});
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const document = await prisma.document.create({
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data: {
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userId,
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teamId: template.teamId,
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title: template.title,
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documentDataId: documentData.id,
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Recipient: {
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create: template.Recipient.map((recipient) => ({
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email: recipient.email,
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name: recipient.name,
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role: recipient.role,
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token: nanoid(),
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})),
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},
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},
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include: {
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Recipient: {
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orderBy: {
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id: 'asc',
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},
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},
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documentData: true,
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},
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});
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await prisma.field.createMany({
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data: template.Field.map((field) => {
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const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
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const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
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if (!documentRecipient) {
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throw new Error('Recipient not found.');
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}
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return {
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type: field.type,
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page: field.page,
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positionX: field.positionX,
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positionY: field.positionY,
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width: field.width,
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height: field.height,
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customText: field.customText,
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inserted: field.inserted,
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documentId: document.id,
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recipientId: documentRecipient.id,
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};
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}),
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});
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if (recipients && recipients.length > 0) {
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document.Recipient = await Promise.all(
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recipients.map(async (recipient, index) => {
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const existingRecipient = document.Recipient.at(index);
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return await prisma.recipient.upsert({
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where: {
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documentId_email: {
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documentId: document.id,
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email: existingRecipient?.email ?? recipient.email,
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},
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},
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update: {
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name: recipient.name,
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email: recipient.email,
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role: recipient.role,
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},
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create: {
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documentId: document.id,
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email: recipient.email,
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name: recipient.name,
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role: recipient.role,
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token: nanoid(),
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},
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});
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}),
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);
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}
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return document;
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};
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