feat: safe signing

next.config.js

@@ -13,6 +13,7 @@ await import("./src/env.js");
 
 /** @type {import("next").NextConfig} */
 const nextConfig = {
+  swcMinify: true,
   output: process.env.DOCKER_OUTPUT ? "standalone" : undefined,
   images: {
     remotePatterns: [

package.json

@@ -22,9 +22,8 @@
     "postinstall": "prisma generate",
     "prepare": "husky",
     "lint": "biome check --apply ./src",
-    "email:dev": "mailpit",
+    "email:dev": "email dev --dir ./src/emails --port 3005",
     "format": "biome format --write ./src && prisma format",
-    "email:preview": "email preview ./src/emails",
     "copy:pdfjs": "node scripts/copy-pdfjs-worker.cjs",
     "knip": "knip",
     "test": "vitest"
@@ -34,6 +33,7 @@
     "@aws-sdk/client-s3": "^3.577.0",
     "@aws-sdk/s3-request-presigner": "^3.577.0",
     "@blocknote/react": "^0.12.2",
+    "@headlessui/react": "^2.1.2",
     "@hono/swagger-ui": "^0.4.0",
     "@hono/zod-openapi": "^0.15.1",
     "@hookform/resolvers": "^3.9.0",
@@ -90,7 +90,7 @@
     "lodash-es": "^4.17.21",
     "mime": "^4.0.3",
     "nanoid": "^5.0.4",
-    "next": "^14.2.4",
+    "next": "^14.2.14",
     "next-auth": "^4.24.7",
     "next-nprogress-bar": "^2.3.13",
     "nodemailer": "^6.9.14",

prisma/migrations/20240705065242_update_safe_template_names/migration.sql

@@ -0,0 +1,14 @@
+/*
+  Warnings:
+
+  - The values [Valuation Cap, no Discount,Discount, no Valuation Cap,MFN, no Valuation Cap, no Discount,Valuation Cap, no Discount, include Pro Rata Rights,Discount, no Valuation Cap, include Pro Rata Rights,MFN, no Valuation Cap, no Discount, include Pro Rata Rights] on the enum `SafeTemplateEnum` will be removed. If these variants are still used in the database, this will fail.
+
+*/
+-- AlterEnum
+BEGIN;
+CREATE TYPE "SafeTemplateEnum_new" AS ENUM ('YC - Valuation Cap, no Discount', 'YC - Discount, no Valuation Cap', 'YC - MFN, no Valuation Cap, no Discount', 'YC - Valuation Cap, Pro Rata, no Discount', 'YC - Discount, Pro Rata, no Valuation Cap', 'YC - MFN, Pro Rata, no Valuation Cap & Discount', 'Custom');
+ALTER TABLE "Safe" ALTER COLUMN "safeTemplate" TYPE "SafeTemplateEnum_new" USING ("safeTemplate"::text::"SafeTemplateEnum_new");
+ALTER TYPE "SafeTemplateEnum" RENAME TO "SafeTemplateEnum_old";
+ALTER TYPE "SafeTemplateEnum_new" RENAME TO "SafeTemplateEnum";
+DROP TYPE "SafeTemplateEnum_old";
+COMMIT;

prisma/migrations/20240710064419_missing_migratin/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "Safe" ALTER COLUMN "boardApprovalDate" DROP NOT NULL;

prisma/migrations/20240717202810_missing_migration/migration.sql

@@ -0,0 +1,14 @@
+/*
+  Warnings:
+
+  - The values [YC - Valuation Cap, no Discount,YC - Discount, no Valuation Cap,YC - MFN, no Valuation Cap, no Discount,YC - Valuation Cap, Pro Rata, no Discount,YC - Discount, Pro Rata, no Valuation Cap,YC - MFN, Pro Rata, no Valuation Cap & Discount] on the enum `SafeTemplateEnum` will be removed. If these variants are still used in the database, this will fail.
+
+*/
+-- AlterEnum
+BEGIN;
+CREATE TYPE "SafeTemplateEnum_new" AS ENUM ('YC Post Money - Valuation Cap, no Discount', 'YC Post Money - Discount, no Valuation Cap', 'YC Post Money - MFN, no Valuation Cap, no Discount', 'YC Post Money - Valuation Cap, Pro Rata, no Discount', 'YC Post Money - Discount, Pro Rata, no Valuation Cap', 'YC Post Money - MFN, Pro Rata, no Valuation Cap & Discount', 'YC Pre Money - Valuation Cap, no Discount', 'YC Pre Money - Valuation Cap & Discount', 'YC Pre Money - Discount, no Valuation Cap', 'YC Pre Money - MFN, no Valuation Cap', 'Custom');
+ALTER TABLE "Safe" ALTER COLUMN "safeTemplate" TYPE "SafeTemplateEnum_new" USING ("safeTemplate"::text::"SafeTemplateEnum_new");
+ALTER TYPE "SafeTemplateEnum" RENAME TO "SafeTemplateEnum_old";
+ALTER TYPE "SafeTemplateEnum_new" RENAME TO "SafeTemplateEnum";
+DROP TYPE "SafeTemplateEnum_old";
+COMMIT;

prisma/migrations/20240905205102_missing_migration/migration.sql

@@ -0,0 +1,12 @@
+/*
+  Warnings:
+
+  - Added the required column `bankAccountId` to the `Safe` table without a default value. This is not possible if the table is not empty.
+
+*/
+-- AlterTable
+ALTER TABLE "Safe" ADD COLUMN     "bankAccountId" TEXT NOT NULL,
+ALTER COLUMN "publicId" DROP NOT NULL;
+
+-- CreateIndex
+CREATE INDEX "Safe_bankAccountId_idx" ON "Safe"("bankAccountId");

prisma/migrations/20241007174706_add_safe_fiekds/migration.sql

@@ -0,0 +1,103 @@
+/*
+  Warnings:
+
+  - You are about to drop the column `stakeholderId` on the `Safe` table. All the data in the column will be lost.
+  - A unique constraint covering the columns `[signerMemberId]` on the table `Safe` will be added. If there are existing duplicate values, this will fail.
+  - A unique constraint covering the columns `[signerStakeholderId]` on the table `Safe` will be added. If there are existing duplicate values, this will fail.
+  - Added the required column `signerMemberId` to the `Safe` table without a default value. This is not possible if the table is not empty.
+  - Added the required column `signerStakeholderId` to the `Safe` table without a default value. This is not possible if the table is not empty.
+  - Made the column `publicId` on table `Safe` required. This step will fail if there are existing NULL values in that column.
+
+*/
+-- CreateEnum
+CREATE TYPE "SafeSigningStatus" AS ENUM ('SIGNED', 'PENDING');
+
+-- DropIndex
+DROP INDEX "Safe_stakeholderId_idx";
+
+-- AlterTable
+ALTER TABLE "Safe" DROP COLUMN "stakeholderId",
+ADD COLUMN     "signerMemberId" TEXT NOT NULL,
+ADD COLUMN     "signerStakeholderId" TEXT NOT NULL,
+ALTER COLUMN "publicId" SET NOT NULL;
+
+-- CreateTable
+CREATE TABLE "SafeSignerMember" (
+    "id" TEXT NOT NULL,
+    "status" "SafeSigningStatus" NOT NULL DEFAULT 'PENDING',
+    "memberId" TEXT NOT NULL,
+
+    CONSTRAINT "SafeSignerMember_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "SafeSignerStakeholder" (
+    "id" TEXT NOT NULL,
+    "status" "SafeSigningStatus" NOT NULL DEFAULT 'PENDING',
+    "stakeholderId" TEXT NOT NULL,
+
+    CONSTRAINT "SafeSignerStakeholder_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "SafeSigningToken" (
+    "id" TEXT NOT NULL,
+    "token" TEXT NOT NULL,
+    "signerMemberId" TEXT,
+    "signerStakeholderId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "SafeSigningToken_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "DocumentCustomField" (
+    "id" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "type" "FieldTypes" NOT NULL DEFAULT 'TEXT',
+    "defaultValue" TEXT NOT NULL DEFAULT '',
+    "readOnly" BOOLEAN NOT NULL DEFAULT false,
+    "required" BOOLEAN NOT NULL DEFAULT false,
+    "prefilledValue" TEXT,
+    "meta" JSONB NOT NULL DEFAULT '{}',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    "safeSignerStakeholderId" TEXT,
+    "safeSignerMemberId" TEXT,
+
+    CONSTRAINT "DocumentCustomField_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "SafeSignerMember_memberId_idx" ON "SafeSignerMember"("memberId");
+
+-- CreateIndex
+CREATE INDEX "SafeSignerStakeholder_stakeholderId_idx" ON "SafeSignerStakeholder"("stakeholderId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "SafeSigningToken_token_key" ON "SafeSigningToken"("token");
+
+-- CreateIndex
+CREATE INDEX "SafeSigningToken_signerStakeholderId_idx" ON "SafeSigningToken"("signerStakeholderId");
+
+-- CreateIndex
+CREATE INDEX "SafeSigningToken_signerMemberId_idx" ON "SafeSigningToken"("signerMemberId");
+
+-- CreateIndex
+CREATE INDEX "DocumentCustomField_safeSignerStakeholderId_idx" ON "DocumentCustomField"("safeSignerStakeholderId");
+
+-- CreateIndex
+CREATE INDEX "DocumentCustomField_safeSignerMemberId_idx" ON "DocumentCustomField"("safeSignerMemberId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Safe_signerMemberId_key" ON "Safe"("signerMemberId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Safe_signerStakeholderId_key" ON "Safe"("signerStakeholderId");
+
+-- CreateIndex
+CREATE INDEX "Safe_signerMemberId_idx" ON "Safe"("signerMemberId");
+
+-- CreateIndex
+CREATE INDEX "Safe_signerStakeholderId_idx" ON "Safe"("signerStakeholderId");

prisma/schema.prisma

@@ -189,6 +189,7 @@ model BankAccount {
 
   companyId String
   company   Company @relation(fields: [companyId], references: [id], onDelete: Cascade)
+  safes     Safe[]
 
   @@unique([companyId, accountNumber])
   @@unique([companyId, primary], name: "unique_primary_account")
@@ -232,6 +233,7 @@ model Member {
   updates          Update[]
   dataRooms        DataRoomRecipient[]
   UpdateRecipient  UpdateRecipient[]
+  SafeSignerMember SafeSignerMember[]
 
   @@unique([companyId, userId])
   @@index([companyId])
@@ -295,13 +297,13 @@ model Stakeholder {
   investments      Investment[]
   shares           Share[]
   options          Option[]
-  safes            Safe[]
   convertibleNotes ConvertibleNote[]
   updates          UpdateRecipient[]
   dataRooms        DataRoomRecipient[]
 
-  createdAt DateTime @default(now())
-  updatedAt DateTime @updatedAt
+  createdAt             DateTime                @default(now())
+  updatedAt             DateTime                @updatedAt
+  SafeSignerStakeholder SafeSignerStakeholder[]
 
   @@index([companyId])
 }
@@ -811,20 +813,24 @@ enum SafeStatusEnum {
 
 // YC Standard Safe
 enum SafeTemplateEnum {
-  POST_MONEY_CAP      @map("Valuation Cap, no Discount")
-  POST_MONEY_DISCOUNT @map("Discount, no Valuation Cap")
-  POST_MONEY_MFN      @map("MFN, no Valuation Cap, no Discount")
-
-  POST_MONEY_CAP_WITH_PRO_RATA      @map("Valuation Cap, no Discount, include Pro Rata Rights")
-  POST_MONEY_DISCOUNT_WITH_PRO_RATA @map("Discount, no Valuation Cap, include Pro Rata Rights")
-  POST_MONEY_MFN_WITH_PRO_RATA      @map("MFN, no Valuation Cap, no Discount, include Pro Rata Rights")
+  YC_POST_1 @map("YC Post Money - Valuation Cap, no Discount")
+  YC_POST_2 @map("YC Post Money - Discount, no Valuation Cap")
+  YC_POST_3 @map("YC Post Money - MFN, no Valuation Cap, no Discount")
+  YC_POST_4 @map("YC Post Money - Valuation Cap, Pro Rata, no Discount")
+  YC_POST_5 @map("YC Post Money - Discount, Pro Rata, no Valuation Cap")
+  YC_POST_6 @map("YC Post Money - MFN, Pro Rata, no Valuation Cap & Discount")
+
+  YC_PRE_1 @map("YC Pre Money - Valuation Cap, no Discount")
+  YC_PRE_3 @map("YC Pre Money - Valuation Cap & Discount")
+  YC_PRE_2 @map("YC Pre Money - Discount, no Valuation Cap")
+  YC_PRE_4 @map("YC Pre Money - MFN, no Valuation Cap")
 
   CUSTOM @map("Custom")
 }
 
 model Safe {
   id           String            @id @default(cuid())
-  publicId     String // eg. SAFE-01
+  publicId     String
   type         SafeTypeEnum      @default(POST_MONEY)
   status       SafeStatusEnum    @default(DRAFT)
   capital      Float // Amount of money invested
@@ -839,22 +845,76 @@ model Safe {
 
   documents Document[]
 
-  stakeholderId String
-  stakeholder   Stakeholder @relation(fields: [stakeholderId], references: [id], onDelete: Cascade)
-
   companyId String
   company   Company @relation(fields: [companyId], references: [id], onDelete: Cascade)
 
+  signerMember   SafeSignerMember @relation(fields: [signerMemberId], references: [id])
+  signerMemberId String           @unique
+
+  signerStakeholder   SafeSignerStakeholder @relation(fields: [signerStakeholderId], references: [id])
+  signerStakeholderId String                @unique
+
+  bankAccountId String
+  bankAccount   BankAccount @relation(fields: [bankAccountId], references: [id], onDelete: Cascade)
+
   issueDate         DateTime
-  boardApprovalDate DateTime
-  createdAt         DateTime @default(now())
-  updatedAt         DateTime @updatedAt
+  boardApprovalDate DateTime?
+  createdAt         DateTime  @default(now())
+  updatedAt         DateTime  @updatedAt
 
   @@unique([publicId, companyId])
   @@index([companyId])
+  @@index([bankAccountId])
+  @@index([signerMemberId])
+  @@index([signerStakeholderId])
+}
+
+model SafeSignerMember {
+  id               String                @id @default(cuid())
+  status           SafeSigningStatus     @default(PENDING)
+  member           Member                @relation(fields: [memberId], references: [id])
+  memberId         String
+  safe             Safe?
+  fields           DocumentCustomField[]
+  SafeSigningToken SafeSigningToken[]
+
+  @@index([memberId])
+}
+
+enum SafeSigningStatus {
+  SIGNED
+  PENDING
+}
+
+model SafeSignerStakeholder {
+  id               String                @id @default(cuid())
+  status           SafeSigningStatus     @default(PENDING)
+  stakeholder      Stakeholder           @relation(fields: [stakeholderId], references: [id])
+  stakeholderId    String
+  safe             Safe?
+  fields           DocumentCustomField[]
+  SafeSigningToken SafeSigningToken[]
+
   @@index([stakeholderId])
 }
 
+model SafeSigningToken {
+  id    String @id @default(cuid())
+  token String @unique
+
+  signerMember   SafeSignerMember? @relation(fields: [signerMemberId], references: [id])
+  signerMemberId String?
+
+  signerStakeholder   SafeSignerStakeholder? @relation(fields: [signerStakeholderId], references: [id])
+  signerStakeholderId String?
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+
+  @@index([signerStakeholderId])
+  @@index([signerMemberId])
+}
+
 enum ConvertibleStatusEnum {
   DRAFT
   ACTIVE
@@ -1143,3 +1203,28 @@ model AccessToken {
   @@index([userId])
   @@index([typeEnum, clientId])
 }
+
+model DocumentCustomField {
+  id             String     @id @default(cuid())
+  name           String
+  type           FieldTypes @default(TEXT)
+  defaultValue   String     @default("")
+  readOnly       Boolean    @default(false)
+  required       Boolean    @default(false)
+  prefilledValue String?
+
+  /// [TemplateFieldMeta]
+  meta Json @default("{}")
+
+  createdAt DateTime @default(now())
+  updatedAt DateTime @updatedAt
+
+  safeSignerStakeholder   SafeSignerStakeholder? @relation(fields: [safeSignerStakeholderId], references: [id])
+  safeSignerStakeholderId String?
+
+  safeSignerMember   SafeSignerMember? @relation(fields: [safeSignerMemberId], references: [id])
+  safeSignerMemberId String?
+
+  @@index([safeSignerStakeholderId])
+  @@index([safeSignerMemberId])
+}

src/app/(authenticated)/(dashboard)/[publicId]/documents/esign/page.tsx

@@ -24,7 +24,7 @@ const EsignDocumentPage = async () => {
         subtitle="Click the button below to upload a new document for electronic signature."
       >
         <AddEsignDocumentButton
-          title="esign a Document"
+          title="eSign a Document"
           subtitle=""
           companyPublicId={session.user.companyPublicId}
         />
@@ -38,7 +38,7 @@ const EsignDocumentPage = async () => {
       description="Upload, sign and send documents for electronic signatures."
       action={
         <AddEsignDocumentButton
-          title="esign a Document"
+          title="eSign a document"
           subtitle=""
           companyPublicId={session.user.companyPublicId}
         />