Batch signature and approval notifications via debounced worker
Replace the immediate per-document approval email and the manual "send signing notifications" action with a single debounced worker that batches pending requests per recipient and organization. The worker (go.gearno.de/kit/worker) polls on an interval (default 5m) and claims one (organization, recipient) group at a time, sending one consolidated signing email and/or one approval email per recipient/org that lists every document awaiting their signature or approval. The claim is a conditional UPDATE that doubles as concurrency-safe dedup, so several workers never email the same group twice. Each request is notified once it has been pending past the debounce delay (default 15m), then reminded at 1x, 2x and 3x the reminder interval (default 1 day) after the previous email, after which it stops. New last_notified_at and notification_count columns on signatures and approval decisions drive the debounce, the widening reminder cadence and the four-email cap. Email copy lists each document with its title, type and a deep link to the employee page. Removed the inline approval-on-publish email, the SendSigningNotifications service method/mutation/MCP tool, its IAM action, and the related console UI and n8n operation. Signed-off-by: Sacha Al Himdani <sacha@probo.com>
This commit is contained in:
committed by
Sacha Al Himdani
parent
c9b74bac4a
commit
f462b124e6
@@ -297,7 +297,8 @@ INSERT INTO document_version_signatures (
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requested_at,
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electronic_signature_id,
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created_at,
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updated_at
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updated_at,
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notification_count
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) VALUES (
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@id,
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@tenant_id,
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@@ -309,7 +310,8 @@ INSERT INTO document_version_signatures (
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@requested_at,
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@electronic_signature_id,
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@created_at,
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@updated_at
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@updated_at,
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@notification_count
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)
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`
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@@ -325,6 +327,7 @@ INSERT INTO document_version_signatures (
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"electronic_signature_id": pvs.ElectronicSignatureID,
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"created_at": pvs.CreatedAt,
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"updated_at": pvs.UpdatedAt,
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"notification_count": 0,
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}
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_, err := conn.Exec(ctx, q, args)
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@@ -399,6 +402,230 @@ WHERE
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return nil
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}
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// documentNotificationMaxCount caps how many emails a signature/approval
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// request gets: the first notice plus three reminders. A request is due for its
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// next email once it is past its scheduled offset — the first email after the
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// debounce delay, then reminders at 1x, 2x and 3x the reminder interval after
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// the previous email — and stops once it reaches this cap.
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const documentNotificationMaxCount = 4
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func remainingNotificationIDs(all []gid.GID, claimed []gid.GID) []gid.GID {
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claimedSet := make(map[gid.GID]struct{}, len(claimed))
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for _, id := range claimed {
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claimedSet[id] = struct{}{}
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}
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rest := make([]gid.GID, 0, len(all))
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for _, id := range all {
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if _, ok := claimedSet[id]; ok {
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continue
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}
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rest = append(rest, id)
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}
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return rest
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}
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// LoadNextDueGroupForNotification loads every still-REQUESTED signature for the
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// next (organization, signatory) group that has at least one request due for a
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// notification, so the whole group can be emailed together. A request is due
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// once it is past its scheduled offset (see documentNotificationMaxCount) and
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// has not reached the cap. The receiver is left empty when no group is due.
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func (pvss *DocumentVersionSignatures) LoadNextDueGroupForNotification(
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ctx context.Context,
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conn pg.Querier,
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now time.Time,
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debounceBefore time.Time,
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reminderInterval time.Duration,
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) error {
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q := `
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WITH next_group AS (
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SELECT
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organization_id,
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signed_by_profile_id
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FROM
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document_version_signatures
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WHERE
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state = @state
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AND notification_count < @max_notifications
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AND (
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(notification_count = 0 AND requested_at < @debounce_before)
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OR (notification_count > 0 AND last_notified_at < @now::timestamptz - make_interval(secs => @reminder_interval_seconds * notification_count))
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)
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AND EXISTS (
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SELECT 1
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FROM document_versions dv
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JOIN documents doc ON doc.id = dv.document_id
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WHERE dv.id = document_version_signatures.document_version_id
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AND doc.deleted_at IS NULL
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AND doc.archived_at IS NULL
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)
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GROUP BY
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organization_id,
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signed_by_profile_id
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ORDER BY
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organization_id,
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signed_by_profile_id
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LIMIT 1
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)
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SELECT
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s.id,
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s.organization_id,
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s.document_version_id,
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s.state,
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s.signed_by_profile_id,
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s.signed_at,
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s.requested_at,
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s.electronic_signature_id,
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s.created_at,
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s.updated_at
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FROM
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document_version_signatures s
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INNER JOIN next_group g
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ON g.organization_id = s.organization_id
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AND g.signed_by_profile_id = s.signed_by_profile_id
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WHERE
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s.state = @state
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AND s.notification_count < @max_notifications
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AND EXISTS (
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SELECT 1
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FROM document_versions dv
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JOIN documents doc ON doc.id = dv.document_id
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WHERE dv.id = s.document_version_id
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AND doc.deleted_at IS NULL
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AND doc.archived_at IS NULL
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)
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ORDER BY
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s.document_version_id
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`
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args := pgx.StrictNamedArgs{
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"state": DocumentVersionSignatureStateRequested,
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"max_notifications": documentNotificationMaxCount,
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"now": now,
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"debounce_before": debounceBefore,
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"reminder_interval_seconds": reminderInterval.Seconds(),
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}
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rows, err := conn.Query(ctx, q, args)
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if err != nil {
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return fmt.Errorf("cannot query due signatures for notification: %w", err)
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}
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signatures, err := pgx.CollectRows(rows, pgx.RowToAddrOfStructByName[DocumentVersionSignature])
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if err != nil {
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return fmt.Errorf("cannot collect due signatures for notification: %w", err)
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}
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*pvss = signatures
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return nil
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}
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// ClaimForNotification claims the receiver's signatures that are individually
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// due for a notification and returns their ids. The conditional update doubles
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// as the claim, so concurrent workers never email the same group twice. Callers
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// advance the rest of the group with BumpRemainingForNotification in the same
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// transaction.
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func (pvss DocumentVersionSignatures) ClaimForNotification(
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ctx context.Context,
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conn pg.Tx,
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now time.Time,
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debounceBefore time.Time,
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reminderInterval time.Duration,
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) ([]gid.GID, error) {
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ids := make([]gid.GID, len(pvss))
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for i, signature := range pvss {
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ids[i] = signature.ID
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}
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q := `
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UPDATE document_version_signatures
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SET
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notification_count = notification_count + 1,
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last_notified_at = @now
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WHERE
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id = ANY(@ids::text[])
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AND state = @state
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AND notification_count < @max_notifications
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AND (
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(notification_count = 0 AND requested_at < @debounce_before)
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OR (notification_count > 0 AND last_notified_at < @now::timestamptz - make_interval(secs => @reminder_interval_seconds * notification_count))
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)
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RETURNING id
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`
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rows, err := conn.Query(ctx, q, pgx.StrictNamedArgs{
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"ids": ids,
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"state": DocumentVersionSignatureStateRequested,
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"max_notifications": documentNotificationMaxCount,
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"now": now,
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"debounce_before": debounceBefore,
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"reminder_interval_seconds": reminderInterval.Seconds(),
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})
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if err != nil {
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return nil, fmt.Errorf("cannot claim due signatures for notification: %w", err)
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}
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claimed, err := pgx.CollectRows(rows, pgx.RowTo[gid.GID])
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if err != nil {
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return nil, fmt.Errorf("cannot collect claimed signatures for notification: %w", err)
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}
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return claimed, nil
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}
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// BumpRemainingForNotification advances the notification schedule for the
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// still-pending signatures in the group that were not individually claimed, so
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// the whole emailed list moves forward together. It must run in the same
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// transaction as ClaimForNotification.
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func (pvss DocumentVersionSignatures) BumpRemainingForNotification(
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ctx context.Context,
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conn pg.Tx,
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claimed []gid.GID,
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now time.Time,
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) ([]gid.GID, error) {
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ids := make([]gid.GID, len(pvss))
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for i, signature := range pvss {
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ids[i] = signature.ID
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}
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rest := remainingNotificationIDs(ids, claimed)
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if len(rest) == 0 {
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return nil, nil
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}
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q := `
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UPDATE document_version_signatures
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SET
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notification_count = notification_count + 1,
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last_notified_at = @now
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WHERE
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id = ANY(@ids::text[])
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AND state = @state
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AND notification_count < @max_notifications
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RETURNING id
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`
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rows, err := conn.Query(ctx, q, pgx.StrictNamedArgs{
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"ids": rest,
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"state": DocumentVersionSignatureStateRequested,
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"max_notifications": documentNotificationMaxCount,
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"now": now,
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})
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if err != nil {
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return nil, fmt.Errorf("cannot bump remaining signatures for notification: %w", err)
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}
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bumped, err := pgx.CollectRows(rows, pgx.RowTo[gid.GID])
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if err != nil {
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return nil, fmt.Errorf("cannot collect bumped signatures for notification: %w", err)
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}
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return bumped, nil
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}
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func (pvs *DocumentVersionSignature) Update(
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ctx context.Context,
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conn pg.Tx,
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