Add custom document signing.
This commit is contained in:
Patrick Fic
@@ -11,6 +11,108 @@ const documenso = new Documenso({
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const JSR_SERVER = "https://reports.test.imex.online";
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const jsreport = require("@jsreport/nodejs-client");
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const { QUERY_JOB_FOR_SIGNATURE, INSERT_ESIGNATURE_DOCUMENT, DISTRIBUTE_ESIGNATURE_DOCUMENT, QUERY_ESIGNATURE_BY_EXTERNAL_ID, UPDATE_ESIGNATURE_DOCUMENT } = require("../graphql-client/queries");
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const _ = require("lodash");
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function parseJsonField(value, fallback = null) {
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if (value === undefined || value === null) {
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return fallback;
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}
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if (typeof value !== "string") {
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return value;
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}
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try {
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return JSON.parse(value);
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} catch {
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return fallback;
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}
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}
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function getDefaultEsignData({ esigData, bodyshop, fileName }) {
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const fallbackTitle = fileName || `Esign request from ${bodyshop.shopname}`;
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return {
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...esigData,
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title: esigData?.title || fallbackTitle,
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subject: esigData?.subject || `Esign request from ${bodyshop.shopname}`,
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message: esigData?.message || `Please review and sign the document from ${bodyshop.shopname}.`
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};
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}
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async function createEsignDocumentFromPdf({ client, req, bodyshop, pdfBuffer, esigData, fileName }) {
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const resolvedEsigData = getDefaultEsignData({ esigData, bodyshop, fileName });
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const fileBlob = new Blob([pdfBuffer], { type: "application/pdf" });
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const jobid = req.body.jobid;
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const { jobs_by_pk: jobData } = await client.request(QUERY_JOB_FOR_SIGNATURE, { jobid });
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const recipients = [{
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email: "patrick@imexsystems.ca",
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name: `${jobData.ownr_fn} ${jobData.ownr_ln}`,
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role: "SIGNER",
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}];
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const createDocumentResponse = await documenso.documents.create({
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payload: {
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title: resolvedEsigData.title,
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externalId: `${jobid}|${req.user?.email}`,
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recipients,
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meta: {
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timezone: bodyshop.timezone,
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dateFormat: "MM/dd/yyyy hh:mm a",
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language: "en",
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subject: resolvedEsigData.subject,
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message: resolvedEsigData.message,
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}
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},
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file: fileBlob
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});
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const documentResult = await documenso.documents.get({
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documentId: createDocumentResponse.id,
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});
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if (resolvedEsigData?.fields && resolvedEsigData.fields.length > 0) {
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try {
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await documenso.envelopes.fields.createMany({
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envelopeId: createDocumentResponse.envelopeId,
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data: resolvedEsigData.fields.map(sigField => ({ ...sigField, recipientId: documentResult.recipients[0].id, }))
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});
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} catch (error) {
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logger.log(`esig-new-fields-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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body: req.body
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});
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}
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}
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const presignToken = await documenso.embedding.embeddingPresignCreateEmbeddingPresignToken({});
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await client.request(INSERT_ESIGNATURE_DOCUMENT, {
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audit: {
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jobid,
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bodyshopid: bodyshop.id,
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operation: `Esignature document created. Subject: ${resolvedEsigData.subject || "No subject"}, Message: ${resolvedEsigData.message || "No message"}. Document ID: ${createDocumentResponse.id} Envlope ID: ${createDocumentResponse.envelopeId}`,
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useremail: req.user?.email,
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type: 'esig-create'
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},
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esig: {
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jobid,
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external_document_id: createDocumentResponse.id.toString(),
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subject: resolvedEsigData.subject || "No subject",
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message: resolvedEsigData.message || "No message",
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title: resolvedEsigData.title || "No title",
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status: "DRAFT",
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recipients: recipients,
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}
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});
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return {
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token: presignToken.token,
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documentId: createDocumentResponse.id,
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envelopeId: createDocumentResponse.envelopeId
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};
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}
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async function distributeDocument(req, res) {
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@@ -22,7 +124,7 @@ async function distributeDocument(req, res) {
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documentId,
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});
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const auditEntry = await client.request(DISTRIBUTE_ESIGNATURE_DOCUMENT, {
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await client.request(DISTRIBUTE_ESIGNATURE_DOCUMENT, {
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external_document_id: documentId.toString(),
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esig_update: {
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status: "SENT"
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@@ -38,7 +140,7 @@ async function distributeDocument(req, res) {
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res.json({ success: true, distributeResult });
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} catch (error) {
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console.error("Error distributing document:", error?.data);
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logger.log(`esig-distribute-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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body: req.body
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@@ -70,7 +172,7 @@ async function deleteDocument(req, res) {
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})
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res.json({ success: true, deleteResult });
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} catch (error) {
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console.error("Error deleting document:", error?.data);
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logger.log(`esig-delete-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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body: req.body
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@@ -87,7 +189,7 @@ async function viewDocument(req, res) {
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});
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res.json({ success: true, document });
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} catch (error) {
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console.error("Error viewing document:", error?.data);
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logger.log(`esig-view-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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body: req.body
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@@ -99,76 +201,17 @@ async function viewDocument(req, res) {
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async function newEsignDocument(req, res) {
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try {
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const client = req.userGraphQLClient;
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const { bodyshop } = req.body
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const { pdf: fileBuffer, esigData } = await RenderTemplate({ client, req })
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const fileBlob = new Blob([fileBuffer], { type: "application/pdf" });
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//Get the Job data.
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const { jobs_by_pk: jobData } = await client.request(QUERY_JOB_FOR_SIGNATURE, { jobid: req.body.jobid });
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const recipients = [{
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email: "patrick@imexsystems.ca",//jobData.ownr_ea,
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name: `${jobData.ownr_fn} ${jobData.ownr_ln}`,
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role: "SIGNER",
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}]
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const createDocumentResponse = await documenso.documents.create({
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payload: {
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title: esigData?.title || `Esign request from ${bodyshop.shopname}`,
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externalId: `${req.body.jobid}|${req.user?.email}`, //Have to pass the uploaded by later on. Limited to 255 chars.
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recipients,
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meta: {
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timezone: bodyshop.timezone,
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dateFormat: "MM/dd/yyyy hh:mm a",
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language: "en",
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subject: esigData?.subject || `Esign request from ${bodyshop.shopname}`,
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message: esigData?.message || `Please review and sign the document from ${bodyshop.shopname}.`,
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}
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},
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file: fileBlob
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const { bodyshop } = req.body;
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const { pdf: fileBuffer, esigData } = await RenderTemplate({ client, req });
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const result = await createEsignDocumentFromPdf({
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client,
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req,
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bodyshop,
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pdfBuffer: fileBuffer,
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esigData
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});
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const documentResult = await documenso.documents.get({
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documentId: createDocumentResponse.id,
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});
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if (esigData?.fields && esigData.fields.length > 0) {
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try {
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await documenso.envelopes.fields.createMany({
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envelopeId: createDocumentResponse.envelopeId,
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data: esigData.fields.map(sigField => ({ ...sigField, recipientId: documentResult.recipients[0].id, }))
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});
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} catch (error) {
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logger.log(`esig-new-fields-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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body: req.body
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});
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}
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}
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const presignToken = await documenso.embedding.embeddingPresignCreateEmbeddingPresignToken({})
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const auditEntry = await client.request(INSERT_ESIGNATURE_DOCUMENT, {
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audit: {
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jobid: req.body.jobid,
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bodyshopid: bodyshop.id,
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operation: `Esignature document created. Subject: ${esigData?.subject || "No subject"}, Message: ${esigData?.message || "No message"}. Document ID: ${createDocumentResponse.id} Envlope ID: ${createDocumentResponse.envelopeId}`,
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useremail: req.user?.email,
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type: 'esig-create'
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},
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esig: {
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jobid: req.body.jobid,
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external_document_id: createDocumentResponse.id.toString(),
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//envelope_id: createDocumentResponse.envelopeId,
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subject: esigData?.subject || "No subject",
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message: esigData?.message || "No message",
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title: esigData?.title || "No title",
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status: "DRAFT",
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recipients: recipients,
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}
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})
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res.json({ token: presignToken.token, documentId: createDocumentResponse.id, envelopeId: createDocumentResponse.envelopeId });
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res.json(result);
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}
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catch (error) {
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logger.log(`esig-new-error`, "ERROR", "esig", "api", {
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@@ -179,6 +222,43 @@ async function newEsignDocument(req, res) {
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}
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}
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async function newCustomEsignDocument(req, res) {
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try {
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const client = req.userGraphQLClient;
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const bodyshop = parseJsonField(req.body.bodyshop, req.body.bodyshop);
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const esigData = parseJsonField(req.body.esigData, {});
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const uploadedDocument = req.file;
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if (!uploadedDocument?.buffer) {
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return res.status(400).json({ error: "A PDF document is required." });
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}
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if (uploadedDocument.mimetype !== "application/pdf") {
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return res.status(400).json({ error: "Only PDF documents can be used for e-signature." });
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}
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req.body.bodyshop = bodyshop;
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const fileName = uploadedDocument.originalname?.replace(/\.[^.]+$/, "") || undefined;
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const result = await createEsignDocumentFromPdf({
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client,
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req,
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bodyshop,
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pdfBuffer: uploadedDocument.buffer,
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esigData,
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fileName
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});
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res.json(result);
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}
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catch (error) {
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logger.log(`esig-new-custom-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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body: _.omit(req.body, ["bodyshop"]) // bodyshop can be large, so we omit it from the logs
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});
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res.status(500).json({ error: "An error occurred while creating the custom e-sign document.", message: error.message });
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}
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}
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async function RenderTemplate({ req }) {
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//TODO Refactor to pull
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@@ -303,7 +383,11 @@ const fetchContextData = async ({ templateObject, jsrAuth, req, }) => {
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try {
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parsedEsigData = esigData ? JSON.parse(esigData) : null;
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} catch (error) {
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console.log("Error parsing esig data", error);
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logger.log(`esig-data-parse-error`, "ERROR", "esig", "api", {
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message: error.message, stack: error.stack,
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esigData,
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body: req.body
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});
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parsedEsigData = {}
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}
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@@ -320,6 +404,7 @@ const fetchContextData = async ({ templateObject, jsrAuth, req, }) => {
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module.exports = {
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newEsignDocument,
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newCustomEsignDocument,
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distributeDocument,
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deleteDocument,
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viewDocument
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@@ -1,14 +1,22 @@
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const express = require("express");
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const router = express.Router();
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const multer = require("multer");
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const validateFirebaseIdTokenMiddleware = require("../middleware/validateFirebaseIdTokenMiddleware");
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const withUserGraphQLClientMiddleware = require("../middleware/withUserGraphQLClientMiddleware");
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const { newEsignDocument, distributeDocument, viewDocument, deleteDocument } = require("../esign/esign-new");
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const { newEsignDocument, newCustomEsignDocument, distributeDocument, viewDocument, deleteDocument } = require("../esign/esign-new");
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const { esignWebhook } = require("../esign/webhook");
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const upload = multer({
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limits: {
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fileSize: 20 * 1024 * 1024
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}
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});
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//router.use(validateFirebaseIdTokenMiddleware);
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router.post("/new", validateFirebaseIdTokenMiddleware, withUserGraphQLClientMiddleware, newEsignDocument);
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router.post("/new-custom", validateFirebaseIdTokenMiddleware, withUserGraphQLClientMiddleware, upload.single("document"), newCustomEsignDocument);
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router.post("/distribute", validateFirebaseIdTokenMiddleware, withUserGraphQLClientMiddleware, distributeDocument);
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router.post("/delete", validateFirebaseIdTokenMiddleware, withUserGraphQLClientMiddleware, deleteDocument);
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router.post("/view", validateFirebaseIdTokenMiddleware, withUserGraphQLClientMiddleware, viewDocument);
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