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Merge branch 'main' into feat/sign-redirect

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Adithya Krishna
2024-02-08 12:56:42 +05:30
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apps/marketing/content/blog/why-i-started-documenso.mdx Normal file
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---
title: Why I started Documenso
description: I started Documenso because I wanted to build a modern tech company in a growing space with a mission bigger than money, I overpaid for a SSL cert 13 years ago, like encryption and want to help make the internet/ world more open.
authorName: 'Timur Ercan'
authorImage: '/blog/blog-author-timur.jpeg'
authorRole: 'Co-Founder'
date: 2024-02-06
Tags:
- Founders
- Mission
- Open Source
---
<figure>
<MdxNextImage
src="/blog/burgers.jpeg"
width="650"
height="100"
alt="Burgers, drinks on a table between friends."
/>
<figcaption className="text-center">
Not the burger from the story. But it could be as well, the place is pretty generic.
</figcaption>
</figure>
> TLDR; I started Documenso because I wanted to build a modern tech company in a growing space with a mission bigger than money, I overpaid for a SSL cert 13 years ago, like encryption, and wanted to help make the world/ Internet more open.
It's hard to pinpoint when I decided to start Documenso. I first uttered the word "Documenso" while sitting in a restaurant with [Felix](https://twitter.com/flxmgdnz), eating a burger and discussing what's next in late 2022. Shortly after, I sat down with a can of caffeine and started building [Documenso 0.9](https://github.com/documenso/documenso/releases/tag/0.9-developer-preview). Starting Documenso is the most deliberate business decision I ever made. It was deliberate from the personal side and deliberate from the business side.
Looking at the personal side, I've had some time off and was actively looking for my next move. Looking back, I stumbled into my first company. Less so with the second one, but I joined my co-founders and did not develop the core concept myself. While coming up with Documenso, I was deliberately looking for a few things, based on my previous experiences:
- An entrepreneurial space that was a big enough opportunity
- A huge macro trend, lifting everything in it's space
- A mode of working that fits my flow (which, luckily for me, is pretty close to the modern startup/ tech scene)
- A more significant impact to be made than just earning lots of money (though there is nothing wrong with that)
Quick shoutout to everyone feeling even a pinch of imposter syndrome while calling themselves a founder. It was after ten years, slightly after starting Documenso, that I started doing it in my head without cringing. So cut yourself some slack. Considering how long I've been doing this, I would have earned the internal title sooner, and so do you. After grappling with my identity for a second, as is customary for founders, my decision to start this journey came quickly.
Aside from the personal dimension, I had a clear mindset of what I wanted. The criteria I describe below clicked into place one after another, in no particular order. Having experienced no market demand and a very gritty, grindy market, I was looking for something more fundamental. Something basic, infrastructure-like, with a huge demand. A growing market deeply rooted in the ever-increasing digitalization of the world.
And to be honest, I just always liked digital signature tools. It's a product that is easy enough to comprehend and build but complex and impactful enough to satisfy a hard need. It's a product you can build very product-driven since the market and domain are well understood. So when asked about what's next for me, I literally said, "Digital, um, let's say… signatures". As it turns out, my first gut feeling was spot on, but how spot on I only realized when I started researching the space. An open source document signing company happens to be the perfect intersection of all the criteria and personal preferences I described above; it's pretty amazing, actually:
- The global signing market is enormous and rapidly growing
- To put it bluntly, the signing space is vast and dominated by one outdated player. Outdated in terms of tech, pricing, and ecosystem
- The signing space is also ridiculously opaque for a space based on open web tech, open encryption tech, and open signing standards. Even by closed-source standards
- We are currently seeing a renaissance for commercial open source startups, combining venture founder financials with open source mechanics
- Rebuilding a fundamental infrastructure as open source with a meaningful scale has a profoundly transformative effect on any space
- Working in open source requires being open, cooperative, and inclusive. It also requires quite a bit of context jumping, "going with the flow," and empathy
- Apart from fixing the signing space, making Documenso successful would be another domino tile toward open source eating the world, which is great for everyone
Building a company is so complex it can't be planned out. Basing it on great fundamentals and the expected dynamics is the best founders can do, in my humble opinion. After these fundamental decisions, you are (almost) just along for the ride and need to focus on solving the "conventional" problems of starting a company the best you can. With digital signatures hitting so many points of my personal and professional checklist, this already was a great fit. What got me excited at first, though, apart from the perspective of drinking caffeine and coding, was this:
Roughly 13 years ago, I was launching my first product. We obviously wanted SSL encryption on the product site, so I had to buy an SSL certificate. ~$200ish, two years validity, from VeriSign, I think. Apart from it being ridiculously complicated to get, it bothered me that we had basically paid $200 for what is essentially a long number someone generated. SSL wasn't even that widespread back then because it was mainly considered important for e-commerce, no wonder considering it cost so much. "Why would I encrypt a blog?". Fast forward to today, and everyone can get a free SSL cert courtesy of [Let's Encrypt](https://letsencrypt.org/) and browsers are basically blocking unencrypted sites. Mostly, it is even built into hosting platforms, so you barely even notice as a developer.
I had forgotten all about that story until I realized this is where signing is today. A global need fulfilled only by a closed ecosystem, not really state-of-the-art companies, leading to, let's call it, steep prices. I had considered Let's Encrypt a pillar of the open internet for so long that I forgot that they weren't always there. One day, someone said, let's make the internet better. Signing is another domain that should have had an open ecosystem for a long time. Another parallel to that story is the fact that the cryptographic certificates you need for document signing are also stuck in the "pre-Let's Encrypt world." Free document signing certificates via "Let's Sign" are now another to-do on the [long-term roadmap](https://documen.so/roadmap) list for the open signing ecosystem. Effecting this change in any way is a huge driver for me.
Apart from my personal gripes with the corporate certificate industry, I have always found encryption fascinating. It's such a fundamental force in society when you think about it: Secure Communication, Secure Commerce, and even [internet native, open source money (Bitcoin)](https://github.com/bitcoin/bitcoin) were created using a bit of smart math. All these examples are expressions of very fundamental human behaviors that should be enabled and protected by open infrastructures.
I never told rthis to anyone before, but since starting Documenso, I realized that I underestimated the impact and importance of open source for quite some time. When I was in University, I distantly remember my mindset of "yeah, open source is nice, but the great, commercially successful products used in the real world are built by closed companies (aka Microsoft)" _shudder_ It was never really a conscious thought, but enough that I started learning MS Silverlight before plain Javascript. It was slowly, over time, that I realized that open web standards are superior to closed ones, and even later, I understood the same holds true for all software. Open source fixes something in the economy I find hard to articulate. I did my best in [Commodifying Signing](https://documenso.com/blog/commodifying-signing).
To wrap this up, Documenso happens to be the perfect storm of market opportunity, my interests, and my passions. Creating a company in which people want to work for the long term while tackling these issues is a critical side quest of Documenso. This is not only about building the next generation of signing tech; it's also about doing our part to normalize open, healthy, efficient working cultures and tackling relevant problems.
As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions, comments, thoughts or feelings.
\
Best from Hamburg\
Timur

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4
apps/web/src/app/(dashboard)/documents/[id]/document-page-view.tsx
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@ -25,7 +25,7 @@ export type DocumentPageViewProps = {
team?: Team;
};
export default async function DocumentPageView({ params, team }: DocumentPageViewProps) {
export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
const { id } = params;
const documentId = Number(id);
@ -128,4 +128,4 @@ export default async function DocumentPageView({ params, team }: DocumentPageVie
)}
</div>
);
}
};

2
apps/web/src/app/(dashboard)/documents/[id]/page.tsx
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@ -1,4 +1,4 @@
import DocumentPageView from './document-page-view';
import { DocumentPageView } from './document-page-view';
export type DocumentPageProps = {
params: {

7
apps/web/src/app/(dashboard)/documents/documents-page-view.tsx
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@ -33,10 +33,7 @@ export type DocumentsPageViewProps = {
team?: Team & { teamEmail?: TeamEmail | null };
};
export default async function DocumentsPageView({
searchParams = {},
team,
}: DocumentsPageViewProps) {
export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPageViewProps) => {
const { user } = await getRequiredServerComponentSession();
const status = isExtendedDocumentStatus(searchParams.status) ? searchParams.status : 'ALL';
@ -155,4 +152,4 @@ export default async function DocumentsPageView({
</div>
</div>
);
}
};

2
apps/web/src/app/(dashboard)/documents/page.tsx
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@ -1,7 +1,7 @@
import type { Metadata } from 'next';
import type { DocumentsPageViewProps } from './documents-page-view';
import DocumentsPageView from './documents-page-view';
import { DocumentsPageView } from './documents-page-view';
export type DocumentsPageProps = {
searchParams?: DocumentsPageViewProps['searchParams'];

4
apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx
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@ -28,6 +28,7 @@ export type EditTemplateFormProps = {
recipients: Recipient[];
fields: Field[];
documentData: DocumentData;
templateRootPath: string;
};
type EditTemplateStep = 'signers' | 'fields';
@ -40,6 +41,7 @@ export const EditTemplateForm = ({
fields,
user: _user,
documentData,
templateRootPath,
}: EditTemplateFormProps) => {
const { toast } = useToast();
const router = useRouter();
@ -98,7 +100,7 @@ export const EditTemplateForm = ({
duration: 5000,
});
router.push('/templates');
router.push(templateRootPath);
} catch (err) {
toast({
title: 'Error',

81
apps/web/src/app/(dashboard)/templates/[id]/page.tsx
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@ -1,81 +1,10 @@
import React from 'react';
import Link from 'next/link';
import { redirect } from 'next/navigation';
import type { TemplatePageViewProps } from './template-page-view';
import { TemplatePageView } from './template-page-view';
import { ChevronLeft } from 'lucide-react';
type TemplatePageProps = Pick<TemplatePageViewProps, 'params'>;
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
import { TemplateType } from '~/components/formatter/template-type';
import { EditTemplateForm } from './edit-template';
export type TemplatePageProps = {
params: {
id: string;
};
};
export default async function TemplatePage({ params }: TemplatePageProps) {
const { id } = params;
const templateId = Number(id);
if (!templateId || Number.isNaN(templateId)) {
redirect('/documents');
}
const { user } = await getRequiredServerComponentSession();
const template = await getTemplateById({
id: templateId,
userId: user.id,
}).catch(() => null);
if (!template || !template.templateDocumentData) {
redirect('/documents');
}
const { templateDocumentData } = template;
const [templateRecipients, templateFields] = await Promise.all([
getRecipientsForTemplate({
templateId,
userId: user.id,
}),
getFieldsForTemplate({
templateId,
userId: user.id,
}),
]);
return (
<div className="mx-auto max-w-screen-xl px-4 md:px-8">
<Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
<ChevronLeft className="mr-2 inline-block h-5 w-5" />
Templates
</Link>
<h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
{template.title}
</h1>
<div className="mt-2.5 flex items-center gap-x-6">
<TemplateType inheritColor type={template.type} className="text-muted-foreground" />
</div>
<EditTemplateForm
className="mt-8"
template={template}
user={user}
recipients={templateRecipients}
fields={templateFields}
documentData={templateDocumentData}
/>
</div>
);
export default function TemplatePage({ params }: TemplatePageProps) {
return <TemplatePageView params={params} />;
}

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apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx Normal file
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@ -0,0 +1,86 @@
import React from 'react';
import Link from 'next/link';
import { redirect } from 'next/navigation';
import { ChevronLeft } from 'lucide-react';
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
import { formatTemplatesPath } from '@documenso/lib/utils/teams';
import type { Team } from '@documenso/prisma/client';
import { TemplateType } from '~/components/formatter/template-type';
import { EditTemplateForm } from './edit-template';
export type TemplatePageViewProps = {
params: {
id: string;
};
team?: Team;
};
export const TemplatePageView = async ({ params, team }: TemplatePageViewProps) => {
const { id } = params;
const templateId = Number(id);
const templateRootPath = formatTemplatesPath(team?.url);
if (!templateId || Number.isNaN(templateId)) {
redirect(templateRootPath);
}
const { user } = await getRequiredServerComponentSession();
const template = await getTemplateById({
id: templateId,
userId: user.id,
}).catch(() => null);
if (!template || !template.templateDocumentData) {
redirect(templateRootPath);
}
const { templateDocumentData } = template;
const [templateRecipients, templateFields] = await Promise.all([
getRecipientsForTemplate({
templateId,
userId: user.id,
}),
getFieldsForTemplate({
templateId,
userId: user.id,
}),
]);
return (
<div className="mx-auto max-w-screen-xl px-4 md:px-8">
<Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
<ChevronLeft className="mr-2 inline-block h-5 w-5" />
Templates
</Link>
<h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
{template.title}
</h1>
<div className="mt-2.5 flex items-center gap-x-6">
<TemplateType inheritColor type={template.type} className="text-muted-foreground" />
</div>
<EditTemplateForm
className="mt-8"
template={template}
user={user}
recipients={templateRecipients}
fields={templateFields}
documentData={templateDocumentData}
templateRootPath={templateRootPath}
/>
</div>
);
};

25
apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx
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@ -21,9 +21,15 @@ import { DuplicateTemplateDialog } from './duplicate-template-dialog';
export type DataTableActionDropdownProps = {
row: Template;
templateRootPath: string;
teamId?: number;
};
export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
export const DataTableActionDropdown = ({
row,
templateRootPath,
teamId,
}: DataTableActionDropdownProps) => {
const { data: session } = useSession();
const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
@ -34,6 +40,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
}
const isOwner = row.userId === session.user.id;
const isTeamTemplate = row.teamId === teamId;
return (
<DropdownMenu>
@ -44,20 +51,25 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
<DropdownMenuContent className="w-52" align="start" forceMount>
<DropdownMenuLabel>Action</DropdownMenuLabel>
<DropdownMenuItem disabled={!isOwner} asChild>
<Link href={`/templates/${row.id}`}>
<DropdownMenuItem disabled={!isOwner && !isTeamTemplate} asChild>
<Link href={`${templateRootPath}/${row.id}`}>
<Edit className="mr-2 h-4 w-4" />
Edit
</Link>
</DropdownMenuItem>
{/* <DropdownMenuItem disabled={!isOwner} onClick={async () => onDuplicateButtonClick(row.id)}> */}
<DropdownMenuItem disabled={!isOwner} onClick={() => setDuplicateDialogOpen(true)}>
<DropdownMenuItem
disabled={!isOwner && !isTeamTemplate}
onClick={() => setDuplicateDialogOpen(true)}
>
<Copy className="mr-2 h-4 w-4" />
Duplicate
</DropdownMenuItem>
<DropdownMenuItem disabled={!isOwner} onClick={() => setDeleteDialogOpen(true)}>
<DropdownMenuItem
disabled={!isOwner && !isTeamTemplate}
onClick={() => setDeleteDialogOpen(true)}
>
<Trash2 className="mr-2 h-4 w-4" />
Delete
</DropdownMenuItem>
@ -65,6 +77,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
<DuplicateTemplateDialog
id={row.id}
teamId={teamId}
open={isDuplicateDialogOpen}
onOpenChange={setDuplicateDialogOpen}
/>

15
apps/web/src/app/(dashboard)/templates/data-table-templates.tsx
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@ -28,6 +28,9 @@ type TemplatesDataTableProps = {
perPage: number;
page: number;
totalPages: number;
documentRootPath: string;
templateRootPath: string;
teamId?: number;
};
export const TemplatesDataTable = ({
@ -35,6 +38,9 @@ export const TemplatesDataTable = ({
perPage,
page,
totalPages,
documentRootPath,
templateRootPath,
teamId,
}: TemplatesDataTableProps) => {
const [isPending, startTransition] = useTransition();
const updateSearchParams = useUpdateSearchParams();
@ -70,7 +76,7 @@ export const TemplatesDataTable = ({
duration: 5000,
});
router.push(`/documents/${id}`);
router.push(`${documentRootPath}/${id}`);
} catch (err) {
toast({
title: 'Error',
@ -131,7 +137,12 @@ export const TemplatesDataTable = ({
{!isRowLoading && <Plus className="-ml-1 mr-2 h-4 w-4" />}
Use Template
</Button>
<DataTableActionDropdown row={row.original} />
<DataTableActionDropdown
row={row.original}
teamId={teamId}
templateRootPath={templateRootPath}
/>
</div>
);
},

35
apps/web/src/app/(dashboard)/templates/delete-template-dialog.tsx
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@ -35,20 +35,15 @@ export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateD
onOpenChange(false);
},
});
const onDeleteTemplate = async () => {
try {
await deleteTemplate({ id });
} catch {
onError: () => {
toast({
title: 'Something went wrong',
description: 'This template could not be deleted at this time. Please try again.',
variant: 'destructive',
duration: 7500,
});
}
};
},
});
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
@ -63,20 +58,18 @@ export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateD
</DialogHeader>
<DialogFooter>
<div className="flex w-full flex-1 flex-nowrap gap-4">
<Button
type="button"
variant="secondary"
onClick={() => onOpenChange(false)}
className="flex-1"
>
Cancel
</Button>
<Button
type="button"
variant="secondary"
disabled={isLoading}
onClick={() => onOpenChange(false)}
>
Cancel
</Button>
<Button type="button" loading={isLoading} onClick={onDeleteTemplate} className="flex-1">
Delete
</Button>
</div>
<Button type="button" loading={isLoading} onClick={async () => deleteTemplate({ id })}>
Delete
</Button>
</DialogFooter>
</DialogContent>
</Dialog>

56
apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx
View File

@ -14,12 +14,14 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
type DuplicateTemplateDialogProps = {
id: number;
teamId?: number;
open: boolean;
onOpenChange: (_open: boolean) => void;
};
export const DuplicateTemplateDialog = ({
id,
teamId,
open,
onOpenChange,
}: DuplicateTemplateDialogProps) => {
@ -40,22 +42,15 @@ export const DuplicateTemplateDialog = ({
onOpenChange(false);
},
onError: () => {
toast({
title: 'Error',
description: 'An error occurred while duplicating template.',
variant: 'destructive',
});
},
});
const onDuplicate = async () => {
try {
await duplicateTemplate({
templateId: id,
});
} catch (err) {
toast({
title: 'Error',
description: 'An error occurred while duplicating template.',
variant: 'destructive',
});
}
};
return (
<Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
<DialogContent>
@ -66,20 +61,27 @@ export const DuplicateTemplateDialog = ({
</DialogHeader>
<DialogFooter>
<div className="flex w-full flex-1 flex-nowrap gap-4">
<Button
type="button"
variant="secondary"
onClick={() => onOpenChange(false)}
className="flex-1"
>
Cancel
</Button>
<Button
type="button"
disabled={isLoading}
variant="secondary"
onClick={() => onOpenChange(false)}
>
Cancel
</Button>
<Button type="button" loading={isLoading} onClick={onDuplicate} className="flex-1">
Duplicate
</Button>
</div>
<Button
type="button"
loading={isLoading}
onClick={async () =>
duplicateTemplate({
templateId: id,
teamId,
})
}
>
Duplicate
</Button>
</DialogFooter>
</DialogContent>
</Dialog>

11
apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx
View File

@ -43,8 +43,14 @@ const ZCreateTemplateFormSchema = z.object({
type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
export const NewTemplateDialog = () => {
type NewTemplateDialogProps = {
teamId?: number;
templateRootPath: string;
};
export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialogProps) => {
const router = useRouter();
const { data: session } = useSession();
const { toast } = useToast();
@ -99,6 +105,7 @@ export const NewTemplateDialog = () => {
});
const { id } = await createTemplate({
teamId,
title: values.name ? values.name : file.name,
templateDocumentDataId,
});
@ -112,7 +119,7 @@ export const NewTemplateDialog = () => {
setShowNewTemplateDialog(false);
void router.push(`/templates/${id}`);
router.push(`${templateRootPath}/${id}`);
} catch {
toast({
title: 'Something went wrong',

50
apps/web/src/app/(dashboard)/templates/page.tsx
View File

@ -2,57 +2,17 @@ import React from 'react';
import type { Metadata } from 'next';
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getTemplates } from '@documenso/lib/server-only/template/get-templates';
import { TemplatesDataTable } from './data-table-templates';
import { EmptyTemplateState } from './empty-state';
import { NewTemplateDialog } from './new-template-dialog';
import { TemplatesPageView } from './templates-page-view';
import type { TemplatesPageViewProps } from './templates-page-view';
type TemplatesPageProps = {
searchParams?: {
page?: number;
perPage?: number;
};
searchParams?: TemplatesPageViewProps['searchParams'];
};
export const metadata: Metadata = {
title: 'Templates',
};
export default async function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
const { user } = await getRequiredServerComponentSession();
const page = Number(searchParams.page) || 1;
const perPage = Number(searchParams.perPage) || 10;
const { templates, totalPages } = await getTemplates({
userId: user.id,
page: page,
perPage: perPage,
});
return (
<div className="mx-auto max-w-screen-xl px-4 md:px-8">
<div className="flex items-baseline justify-between">
<h1 className="mb-5 mt-2 truncate text-2xl font-semibold md:text-3xl">Templates</h1>
<div>
<NewTemplateDialog />
</div>
</div>
<div className="relative">
{templates.length > 0 ? (
<TemplatesDataTable
templates={templates}
page={page}
perPage={perPage}
totalPages={totalPages}
/>
) : (
<EmptyTemplateState />
)}
</div>
</div>
);
export default function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
return <TemplatesPageView searchParams={searchParams} />;
}

73
apps/web/src/app/(dashboard)/templates/templates-page-view.tsx Normal file
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@ -0,0 +1,73 @@
import React from 'react';
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
import type { Team } from '@documenso/prisma/client';
import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
import { TemplatesDataTable } from './data-table-templates';
import { EmptyTemplateState } from './empty-state';
import { NewTemplateDialog } from './new-template-dialog';
export type TemplatesPageViewProps = {
searchParams?: {
page?: number;
perPage?: number;
};
team?: Team;
};
export const TemplatesPageView = async ({ searchParams = {}, team }: TemplatesPageViewProps) => {
const { user } = await getRequiredServerComponentSession();
const page = Number(searchParams.page) || 1;
const perPage = Number(searchParams.perPage) || 10;
const documentRootPath = formatDocumentsPath(team?.url);
const templateRootPath = formatTemplatesPath(team?.url);
const { templates, totalPages } = await findTemplates({
userId: user.id,
teamId: team?.id,
page: page,
perPage: perPage,
});
return (
<div className="mx-auto max-w-screen-xl px-4 md:px-8">
<div className="flex items-baseline justify-between">
<div className="flex flex-row items-center">
{team && (
<Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
<AvatarFallback className="text-xs text-gray-400">
{team.name.slice(0, 1)}
</AvatarFallback>
</Avatar>
)}
<h1 className="truncate text-2xl font-semibold md:text-3xl">Templates</h1>
</div>
<div>
<NewTemplateDialog templateRootPath={templateRootPath} teamId={team?.id} />
</div>
</div>
<div className="relative mt-5">
{templates.length > 0 ? (
<TemplatesDataTable
templates={templates}
page={page}
perPage={perPage}
totalPages={totalPages}
documentRootPath={documentRootPath}
templateRootPath={templateRootPath}
teamId={team?.id}
/>
) : (
<EmptyTemplateState />
)}
</div>
</div>
);
};

4
apps/web/src/app/(teams)/t/[teamUrl]/documents/[id]/page.tsx
View File

@ -1,7 +1,7 @@
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
import DocumentPageComponent from '~/app/(dashboard)/documents/[id]/document-page-view';
import { DocumentPageView } from '~/app/(dashboard)/documents/[id]/document-page-view';
export type DocumentPageProps = {
params: {
@ -16,5 +16,5 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
const { user } = await getRequiredServerComponentSession();
const team = await getTeamByUrl({ userId: user.id, teamUrl });
return <DocumentPageComponent params={params} team={team} />;
return <DocumentPageView params={params} team={team} />;
}

2
apps/web/src/app/(teams)/t/[teamUrl]/documents/page.tsx
View File

@ -2,7 +2,7 @@ import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
import type { DocumentsPageViewProps } from '~/app/(dashboard)/documents/documents-page-view';
import DocumentsPageView from '~/app/(dashboard)/documents/documents-page-view';
import { DocumentsPageView } from '~/app/(dashboard)/documents/documents-page-view';
export type TeamsDocumentPageProps = {
params: {

22
apps/web/src/app/(teams)/t/[teamUrl]/templates/[id]/page.tsx Normal file
View File

@ -0,0 +1,22 @@
import React from 'react';
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
import type { TemplatePageViewProps } from '~/app/(dashboard)/templates/[id]/template-page-view';
import { TemplatePageView } from '~/app/(dashboard)/templates/[id]/template-page-view';
type TeamTemplatePageProps = {
params: TemplatePageViewProps['params'] & {
teamUrl: string;
};
};
export default async function TeamTemplatePage({ params }: TeamTemplatePageProps) {
const { teamUrl } = params;
const { user } = await getRequiredServerComponentSession();
const team = await getTeamByUrl({ userId: user.id, teamUrl });
return <TemplatePageView params={params} team={team} />;
}

26
apps/web/src/app/(teams)/t/[teamUrl]/templates/page.tsx Normal file
View File

@ -0,0 +1,26 @@
import React from 'react';
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
import type { TemplatesPageViewProps } from '~/app/(dashboard)/templates/templates-page-view';
import { TemplatesPageView } from '~/app/(dashboard)/templates/templates-page-view';
type TeamTemplatesPageProps = {
searchParams?: TemplatesPageViewProps['searchParams'];
params: {
teamUrl: string;
};
};
export default async function TeamTemplatesPage({
searchParams = {},
params,
}: TeamTemplatesPageProps) {
const { teamUrl } = params;
const { user } = await getRequiredServerComponentSession();
const team = await getTeamByUrl({ userId: user.id, teamUrl });
return <TemplatesPageView searchParams={searchParams} team={team} />;
}

34
apps/web/src/components/(dashboard)/layout/desktop-nav.tsx
View File

@ -52,24 +52,22 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
{...props}
>
<div className="flex items-baseline gap-x-6">
{navigationLinks
.filter(({ href }) => href !== '/templates' || rootHref === '') // Remove templates for team pages.
.map(({ href, label }) => (
<Link
key={href}
href={`${rootHref}${href}`}
className={cn(
'text-muted-foreground dark:text-muted focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
{
'text-foreground dark:text-muted-foreground': pathname?.startsWith(
`${rootHref}${href}`,
),
},
)}
>
{label}
</Link>
))}
{navigationLinks.map(({ href, label }) => (
<Link
key={href}
href={`${rootHref}${href}`}
className={cn(
'text-muted-foreground dark:text-muted focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
{
'text-foreground dark:text-muted-foreground': pathname?.startsWith(
`${rootHref}${href}`,
),
},
)}
>
{label}
</Link>
))}
</div>
<CommandMenu open={open} onOpenChange={setOpen} />

38
apps/web/src/components/(dashboard)/layout/header.tsx
View File

@ -7,6 +7,7 @@ import { useParams } from 'next/navigation';
import { MenuIcon, SearchIcon } from 'lucide-react';
import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
import { getRootHref } from '@documenso/lib/utils/params';
import type { User } from '@documenso/prisma/client';
@ -18,6 +19,7 @@ import { CommandMenu } from '../common/command-menu';
import { DesktopNav } from './desktop-nav';
import { MenuSwitcher } from './menu-switcher';
import { MobileNavigation } from './mobile-navigation';
import { ProfileDropdown } from './profile-dropdown';
export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
user: User;
@ -27,6 +29,10 @@ export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
const params = useParams();
const { getFlag } = useFeatureFlags();
const isTeamsEnabled = getFlag('app_teams');
const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
const [scrollY, setScrollY] = useState(0);
@ -41,6 +47,34 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
return () => window.removeEventListener('scroll', onScroll);
}, []);
if (!isTeamsEnabled) {
return (
<header
className={cn(
'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
scrollY > 5 && 'border-b-border',
className,
)}
{...props}
>
<div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
<Link
href="/"
className="focus-visible:ring-ring ring-offset-background rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2"
>
<Logo className="h-6 w-auto" />
</Link>
<DesktopNav />
<div className="flex gap-x-4 md:ml-8">
<ProfileDropdown user={user} />
</div>
</div>
</header>
);
}
return (
<header
className={cn(
@ -66,11 +100,11 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
<div className="flex flex-row items-center space-x-4 md:hidden">
<button onClick={() => setIsCommandMenuOpen(true)}>
<SearchIcon className="h-6 w-6" />
<SearchIcon className="text-muted-foreground h-6 w-6" />
</button>
<button onClick={() => setIsHamburgerMenuOpen(true)}>
<MenuIcon className="h-6 w-6" />
<MenuIcon className="text-muted-foreground h-6 w-6" />
</button>
<CommandMenu open={isCommandMenuOpen} onOpenChange={setIsCommandMenuOpen} />

22
apps/web/src/components/(dashboard)/layout/menu-switcher.tsx
View File

@ -6,7 +6,7 @@ import { usePathname } from 'next/navigation';
import { CheckCircle2, ChevronsUpDown, Plus, Settings2 } from 'lucide-react';
import { signOut } from 'next-auth/react';
import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
import { TEAM_MEMBER_ROLE_MAP, TEAM_URL_REGEX } from '@documenso/lib/constants/teams';
import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
@ -71,6 +71,22 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
return TEAM_MEMBER_ROLE_MAP[team.currentTeamMember.role];
};
/**
* Formats the redirect URL so we can switch between documents and templates page
* seemlessly between teams and personal accounts.
*/
const formatRedirectUrlOnSwitch = (teamUrl?: string) => {
const baseUrl = teamUrl ? `/t/${teamUrl}/` : '/';
const currentPathname = (pathname ?? '/').replace(TEAM_URL_REGEX, '');
if (currentPathname === '/templates') {
return `${baseUrl}templates`;
}
return baseUrl;
};
return (
<DropdownMenu>
<DropdownMenuTrigger asChild>
@ -100,7 +116,7 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
<DropdownMenuLabel>Personal</DropdownMenuLabel>
<DropdownMenuItem asChild>
<Link href="/">
<Link href={formatRedirectUrlOnSwitch()}>
<AvatarWithText
avatarFallback={formatAvatarFallback()}
primaryText={user.name}
@ -152,7 +168,7 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
{teams.map((team) => (
<DropdownMenuItem asChild key={team.id}>
<Link href={`/t/${team.url}`}>
<Link href={formatRedirectUrlOnSwitch(team.url)}>
<AvatarWithText
avatarFallback={formatAvatarFallback(team.name)}
primaryText={team.name}

4
apps/web/src/components/(dashboard)/layout/mobile-navigation.tsx
View File

@ -42,12 +42,12 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
href: '/settings/profile',
text: 'Settings',
},
].filter(({ text, href }) => text !== 'Templates' || href === '/templates'); // Filter out templates for teams.
];
return (
<Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
<SheetContent className="flex w-full max-w-[400px] flex-col">
<Link href="/" className="z-10" onClick={handleMenuItemClick}>
<Link href="/" onClick={handleMenuItemClick}>
<Image
src={LogoImage}
alt="Documenso Logo"

169
apps/web/src/components/(dashboard)/layout/profile-dropdown.tsx Normal file
View File

@ -0,0 +1,169 @@
'use client';
import Link from 'next/link';
import {
CreditCard,
FileSpreadsheet,
Lock,
LogOut,
User as LucideUser,
Monitor,
Moon,
Palette,
Sun,
UserCog,
} from 'lucide-react';
import { signOut } from 'next-auth/react';
import { useTheme } from 'next-themes';
import { LuGithub } from 'react-icons/lu';
import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
import type { User } from '@documenso/prisma/client';
import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
import { Button } from '@documenso/ui/primitives/button';
import {
DropdownMenu,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuLabel,
DropdownMenuPortal,
DropdownMenuRadioGroup,
DropdownMenuRadioItem,
DropdownMenuSeparator,
DropdownMenuSub,
DropdownMenuSubContent,
DropdownMenuSubTrigger,
DropdownMenuTrigger,
} from '@documenso/ui/primitives/dropdown-menu';
export type ProfileDropdownProps = {
user: User;
};
export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
const { getFlag } = useFeatureFlags();
const { theme, setTheme } = useTheme();
const isUserAdmin = isAdmin(user);
const isBillingEnabled = getFlag('app_billing');
const avatarFallback = user.name
? extractInitials(user.name)
: user.email.slice(0, 1).toUpperCase();
return (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
title="Profile Dropdown"
className="relative h-10 w-10 rounded-full"
>
<Avatar className="h-10 w-10">
<AvatarFallback>{avatarFallback}</AvatarFallback>
</Avatar>
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent className="z-[60] w-56" align="end" forceMount>
<DropdownMenuLabel>Account</DropdownMenuLabel>
{isUserAdmin && (
<>
<DropdownMenuItem asChild>
<Link href="/admin" className="cursor-pointer">
<UserCog className="mr-2 h-4 w-4" />
Admin
</Link>
</DropdownMenuItem>
<DropdownMenuSeparator />
</>
)}
<DropdownMenuItem asChild>
<Link href="/settings/profile" className="cursor-pointer">
<LucideUser className="mr-2 h-4 w-4" />
Profile
</Link>
</DropdownMenuItem>
<DropdownMenuItem asChild>
<Link href="/settings/security" className="cursor-pointer">
<Lock className="mr-2 h-4 w-4" />
Security
</Link>
</DropdownMenuItem>
{isBillingEnabled && (
<DropdownMenuItem asChild>
<Link href="/settings/billing" className="cursor-pointer">
<CreditCard className="mr-2 h-4 w-4" />
Billing
</Link>
</DropdownMenuItem>
)}
<DropdownMenuSeparator />
<DropdownMenuItem asChild>
<Link href="/templates" className="cursor-pointer">
<FileSpreadsheet className="mr-2 h-4 w-4" />
Templates
</Link>
</DropdownMenuItem>
<DropdownMenuSeparator />
<DropdownMenuSub>
<DropdownMenuSubTrigger>
<Palette className="mr-2 h-4 w-4" />
Themes
</DropdownMenuSubTrigger>
<DropdownMenuPortal>
<DropdownMenuSubContent className="z-[60]">
<DropdownMenuRadioGroup value={theme} onValueChange={setTheme}>
<DropdownMenuRadioItem value="light">
<Sun className="mr-2 h-4 w-4" /> Light
</DropdownMenuRadioItem>
<DropdownMenuRadioItem value="dark">
<Moon className="mr-2 h-4 w-4" />
Dark
</DropdownMenuRadioItem>
<DropdownMenuRadioItem value="system">
<Monitor className="mr-2 h-4 w-4" />
System
</DropdownMenuRadioItem>
</DropdownMenuRadioGroup>
</DropdownMenuSubContent>
</DropdownMenuPortal>
</DropdownMenuSub>
<DropdownMenuSeparator />
<DropdownMenuItem asChild>
<Link
href="https://github.com/documenso/documenso"
className="cursor-pointer"
target="_blank"
>
<LuGithub className="mr-2 h-4 w-4" />
Star on Github
</Link>
</DropdownMenuItem>
<DropdownMenuSeparator />
<DropdownMenuItem
onSelect={() =>
void signOut({
callbackUrl: '/',
})
}
>
<LogOut className="mr-2 h-4 w-4" />
Sign Out
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
);
};

27
apps/web/src/components/(dashboard)/settings/layout/desktop-nav.tsx
View File

@ -19,6 +19,7 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
const { getFlag } = useFeatureFlags();
const isBillingEnabled = getFlag('app_billing');
const isTeamsEnabled = getFlag('app_teams');
return (
<div className={cn('flex flex-col gap-y-2', className)} {...props}>
@ -35,18 +36,20 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
</Button>
</Link>
<Link href="/settings/teams">
<Button
variant="ghost"
className={cn(
'w-full justify-start',
pathname?.startsWith('/settings/teams') && 'bg-secondary',
)}
>
<Users className="mr-2 h-5 w-5" />
Teams
</Button>
</Link>
{isTeamsEnabled && (
<Link href="/settings/teams">
<Button
variant="ghost"
className={cn(
'w-full justify-start',
pathname?.startsWith('/settings/teams') && 'bg-secondary',
)}
>
<Users className="mr-2 h-5 w-5" />
Teams
</Button>
</Link>
)}
<Link href="/settings/security">
<Button

27
apps/web/src/components/(dashboard)/settings/layout/mobile-nav.tsx
View File

@ -19,6 +19,7 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
const { getFlag } = useFeatureFlags();
const isBillingEnabled = getFlag('app_billing');
const isTeamsEnabled = getFlag('app_teams');
return (
<div
@ -38,18 +39,20 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
</Button>
</Link>
<Link href="/settings/teams">
<Button
variant="ghost"
className={cn(
'w-full justify-start',
pathname?.startsWith('/settings/teams') && 'bg-secondary',
)}
>
<Users className="mr-2 h-5 w-5" />
Teams
</Button>
</Link>
{isTeamsEnabled && (
<Link href="/settings/teams">
<Button
variant="ghost"
className={cn(
'w-full justify-start',
pathname?.startsWith('/settings/teams') && 'bg-secondary',
)}
>
<Users className="mr-2 h-5 w-5" />
Teams
</Button>
</Link>
)}
<Link href="/settings/security">
<Button

3
apps/web/src/components/(teams)/dialogs/create-team-checkout-dialog.tsx
View File

@ -158,6 +158,7 @@ export const CreateTeamCheckoutDialog = ({
<Button
type="submit"
disabled={selectedPrice.interval === 'yearly'}
loading={isCreatingCheckout}
onClick={async () =>
createCheckout({
@ -166,7 +167,7 @@ export const CreateTeamCheckoutDialog = ({
})
}
>
Checkout
{selectedPrice.interval === 'monthly' ? 'Checkout' : 'Coming soon'}
</Button>
</DialogFooter>
</div>

2
apps/web/src/components/forms/2fa/authenticator-app.tsx
View File

@ -30,13 +30,11 @@ export const AuthenticatorApp = ({ isTwoFactorEnabled }: AuthenticatorAppProps)
</div>
<EnableAuthenticatorAppDialog
key={isEnableDialogOpen ? 'open' : 'closed'}
open={isEnableDialogOpen}
onOpenChange={(open) => !open && setModalState(null)}
/>
<DisableAuthenticatorAppDialog
key={isDisableDialogOpen ? 'open' : 'closed'}
open={isDisableDialogOpen}
onOpenChange={(open) => !open && setModalState(null)}
/>

205
packages/app-tests/e2e/templates/manage-templates.spec.ts Normal file
View File

@ -0,0 +1,205 @@
import { expect, test } from '@playwright/test';
import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
import { seedTemplate } from '@documenso/prisma/seed/templates';
import { manualLogin } from '../fixtures/authentication';
test.describe.configure({ mode: 'parallel' });
test('[TEMPLATES]: view templates', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
const teamMemberUser = team.members[1].user;
// Should only be visible to the owner in personal templates.
await seedTemplate({
title: 'Personal template',
userId: owner.id,
});
// Should be visible to team members.
await seedTemplate({
title: 'Team template 1',
userId: owner.id,
teamId: team.id,
});
// Should be visible to team members.
await seedTemplate({
title: 'Team template 2',
userId: teamMemberUser.id,
teamId: team.id,
});
await manualLogin({
page,
email: owner.email,
redirectPath: '/templates',
});
// Owner should see both team templates.
await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
await expect(page.getByRole('main')).toContainText('Showing 2 results');
// Only should only see their personal template.
await page.goto(`${WEBAPP_BASE_URL}/templates`);
await expect(page.getByRole('main')).toContainText('Showing 1 result');
await unseedTeam(team.url);
});
test('[TEMPLATES]: delete template', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
const teamMemberUser = team.members[1].user;
// Should only be visible to the owner in personal templates.
await seedTemplate({
title: 'Personal template',
userId: owner.id,
});
// Should be visible to team members.
await seedTemplate({
title: 'Team template 1',
userId: owner.id,
teamId: team.id,
});
// Should be visible to team members.
await seedTemplate({
title: 'Team template 2',
userId: teamMemberUser.id,
teamId: team.id,
});
await manualLogin({
page,
email: owner.email,
redirectPath: '/templates',
});
// Owner should be able to delete their personal template.
await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByRole('button', { name: 'Delete' }).click();
await expect(page.getByText('Template deleted').first()).toBeVisible();
// Team member should be able to delete all templates.
await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
for (const template of ['Team template 1', 'Team template 2']) {
await page
.getByRole('row', { name: template })
.getByRole('cell', { name: 'Use Template' })
.getByRole('button')
.nth(1)
.click();
await page.getByRole('menuitem', { name: 'Delete' }).click();
await page.getByRole('button', { name: 'Delete' }).click();
await expect(page.getByText('Template deleted').first()).toBeVisible();
}
await unseedTeam(team.url);
});
test('[TEMPLATES]: duplicate template', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
const teamMemberUser = team.members[1].user;
// Should only be visible to the owner in personal templates.
await seedTemplate({
title: 'Personal template',
userId: owner.id,
});
// Should be visible to team members.
await seedTemplate({
title: 'Team template 1',
userId: teamMemberUser.id,
teamId: team.id,
});
await manualLogin({
page,
email: owner.email,
redirectPath: '/templates',
});
// Duplicate personal template.
await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Duplicate' }).click();
await page.getByRole('button', { name: 'Duplicate' }).click();
await expect(page.getByText('Template duplicated').first()).toBeVisible();
await expect(page.getByRole('main')).toContainText('Showing 2 results');
await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
// Duplicate team template.
await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Duplicate' }).click();
await page.getByRole('button', { name: 'Duplicate' }).click();
await expect(page.getByText('Template duplicated').first()).toBeVisible();
await expect(page.getByRole('main')).toContainText('Showing 2 results');
await unseedTeam(team.url);
});
test('[TEMPLATES]: use template', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
const teamMemberUser = team.members[1].user;
// Should only be visible to the owner in personal templates.
await seedTemplate({
title: 'Personal template',
userId: owner.id,
});
// Should be visible to team members.
await seedTemplate({
title: 'Team template 1',
userId: teamMemberUser.id,
teamId: team.id,
});
await manualLogin({
page,
email: owner.email,
redirectPath: '/templates',
});
// Use personal template.
await page.getByRole('button', { name: 'Use Template' }).click();
await page.waitForURL(/documents/);
await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
await page.waitForURL('/documents');
await expect(page.getByRole('main')).toContainText('Showing 1 result');
await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
// Use team template.
await page.getByRole('button', { name: 'Use Template' }).click();
await page.waitForURL(/\/t\/.+\/documents/);
await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
await page.waitForURL(`/t/${team.url}/documents`);
await expect(page.getByRole('main')).toContainText('Showing 1 result');
await unseedTeam(team.url);
});

1
packages/lib/constants/feature-flags.ts
View File

@ -17,6 +17,7 @@ export const FEATURE_FLAG_POLL_INTERVAL = 30000;
*/
export const LOCAL_FEATURE_FLAGS: Record<string, boolean> = {
app_billing: process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true',
app_teams: true,
marketing_header_single_player_mode: false,
} as const;

1
packages/lib/constants/teams.ts
View File

@ -1,6 +1,7 @@
import { TeamMemberRole } from '@documenso/prisma/client';
export const TEAM_URL_ROOT_REGEX = new RegExp('^/t/[^/]+$');
export const TEAM_URL_REGEX = new RegExp('^/t/[^/]+');
export const TEAM_MEMBER_ROLE_MAP: Record<keyof typeof TeamMemberRole, string> = {
ADMIN: 'Admin',

15
packages/lib/server-only/field/get-fields-for-template.ts
View File

@ -10,7 +10,20 @@ export const getFieldsForTemplate = async ({ templateId, userId }: GetFieldsForT
where: {
templateId,
Template: {
userId,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
},
orderBy: {

6
packages/lib/server-only/field/set-fields-for-document.ts
View File

@ -56,11 +56,7 @@ export const setFieldsForDocument = async ({
});
const removedFields = existingFields.filter(
(existingField) =>
!fields.find(
(field) =>
field.id === existingField.id || field.signerEmail === existingField.Recipient?.email,
),
(existingField) => !fields.find((field) => field.id === existingField.id),
);
const linkedFields = fields

15
packages/lib/server-only/field/set-fields-for-template.ts
View File

@ -27,7 +27,20 @@ export const setFieldsForTemplate = async ({
const template = await prisma.template.findFirst({
where: {
id: templateId,
userId,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
});

15
packages/lib/server-only/recipient/get-recipients-for-template.ts
View File

@ -13,7 +13,20 @@ export const getRecipientsForTemplate = async ({
where: {
templateId,
Template: {
userId,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
},
orderBy: {

15
packages/lib/server-only/recipient/set-recipients-for-template.ts
View File

@ -20,7 +20,20 @@ export const setRecipientsForTemplate = async ({
const template = await prisma.template.findFirst({
where: {
id: templateId,
userId,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
});

19
packages/lib/server-only/template/create-document-from-template.ts
View File

@ -11,7 +11,23 @@ export const createDocumentFromTemplate = async ({
userId,
}: CreateDocumentFromTemplateOptions) => {
const template = await prisma.template.findUnique({
where: { id: templateId, userId },
where: {
id: templateId,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
include: {
Recipient: true,
Field: true,
@ -34,6 +50,7 @@ export const createDocumentFromTemplate = async ({
const document = await prisma.document.create({
data: {
userId,
teamId: template.teamId,
title: template.title,
documentDataId: documentData.id,
Recipient: {

18
packages/lib/server-only/template/create-template.ts
View File

@ -1,20 +1,36 @@
import { prisma } from '@documenso/prisma';
import { TCreateTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
import type { TCreateTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
export type CreateTemplateOptions = TCreateTemplateMutationSchema & {
userId: number;
teamId?: number;
};
export const createTemplate = async ({
title,
userId,
teamId,
templateDocumentDataId,
}: CreateTemplateOptions) => {
if (teamId) {
await prisma.team.findFirstOrThrow({
where: {
id: teamId,
members: {
some: {
userId,
},
},
},
});
}
return await prisma.template.create({
data: {
title,
userId,
templateDocumentDataId,
teamId,
},
});
};

20
packages/lib/server-only/template/delete-template.ts
View File

@ -8,5 +8,23 @@ export type DeleteTemplateOptions = {
};
export const deleteTemplate = async ({ id, userId }: DeleteTemplateOptions) => {
return await prisma.template.delete({ where: { id, userId } });
return await prisma.template.delete({
where: {
id,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
},
});
};

30
packages/lib/server-only/template/duplicate-template.ts
View File

@ -1,14 +1,39 @@
import { nanoid } from '@documenso/lib/universal/id';
import { prisma } from '@documenso/prisma';
import type { Prisma } from '@documenso/prisma/client';
import type { TDuplicateTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
export type DuplicateTemplateOptions = TDuplicateTemplateMutationSchema & {
userId: number;
};
export const duplicateTemplate = async ({ templateId, userId }: DuplicateTemplateOptions) => {
export const duplicateTemplate = async ({
templateId,
userId,
teamId,
}: DuplicateTemplateOptions) => {
let templateWhereFilter: Prisma.TemplateWhereUniqueInput = {
id: templateId,
userId,
teamId: null,
};
if (teamId !== undefined) {
templateWhereFilter = {
id: templateId,
teamId,
team: {
members: {
some: {
userId,
},
},
},
};
}
const template = await prisma.template.findUnique({
where: { id: templateId, userId },
where: templateWhereFilter,
include: {
Recipient: true,
Field: true,
@ -31,6 +56,7 @@ export const duplicateTemplate = async ({ templateId, userId }: DuplicateTemplat
const duplicatedTemplate = await prisma.template.create({
data: {
userId,
teamId,
title: template.title + ' (copy)',
templateDocumentDataId: documentData.id,
Recipient: {

56
packages/lib/server-only/template/find-templates.ts Normal file
View File

@ -0,0 +1,56 @@
import { prisma } from '@documenso/prisma';
import type { Prisma } from '@documenso/prisma/client';
export type FindTemplatesOptions = {
userId: number;
teamId?: number;
page: number;
perPage: number;
};
export const findTemplates = async ({
userId,
teamId,
page = 1,
perPage = 10,
}: FindTemplatesOptions) => {
let whereFilter: Prisma.TemplateWhereInput = {
userId,
teamId: null,
};
if (teamId !== undefined) {
whereFilter = {
team: {
id: teamId,
members: {
some: {
userId,
},
},
},
};
}
const [templates, count] = await Promise.all([
prisma.template.findMany({
where: whereFilter,
include: {
templateDocumentData: true,
Field: true,
},
skip: Math.max(page - 1, 0) * perPage,
orderBy: {
createdAt: 'desc',
},
}),
prisma.template.count({
where: whereFilter,
}),
]);
return {
templates,
totalPages: Math.ceil(count / perPage),
};
};

24
packages/lib/server-only/template/get-template-by-id.ts
View File

@ -1,4 +1,5 @@
import { prisma } from '@documenso/prisma';
import type { Prisma } from '@documenso/prisma/client';
export interface GetTemplateByIdOptions {
id: number;
@ -6,11 +7,26 @@ export interface GetTemplateByIdOptions {
}
export const getTemplateById = async ({ id, userId }: GetTemplateByIdOptions) => {
const whereFilter: Prisma.TemplateWhereInput = {
id,
OR: [
{
userId,
},
{
team: {
members: {
some: {
userId,
},
},
},
},
],
};
return await prisma.template.findFirstOrThrow({
where: {
id,
userId,
},
where: whereFilter,
include: {
templateDocumentData: true,
},

35
packages/lib/server-only/template/get-templates.ts
View File

@ -1,35 +0,0 @@
import { prisma } from '@documenso/prisma';
export type GetTemplatesOptions = {
userId: number;
page: number;
perPage: number;
};
export const getTemplates = async ({ userId, page = 1, perPage = 10 }: GetTemplatesOptions) => {
const [templates, count] = await Promise.all([
prisma.template.findMany({
where: {
userId,
},
include: {
templateDocumentData: true,
Field: true,
},
skip: Math.max(page - 1, 0) * perPage,
orderBy: {
createdAt: 'desc',
},
}),
prisma.template.count({
where: {
userId,
},
}),
]);
return {
templates,
totalPages: Math.ceil(count / perPage),
};
};

4
packages/lib/utils/teams.ts
View File

@ -12,6 +12,10 @@ export const formatDocumentsPath = (teamUrl?: string) => {
return teamUrl ? `/t/${teamUrl}/documents` : '/documents';
};
export const formatTemplatesPath = (teamUrl?: string) => {
return teamUrl ? `/t/${teamUrl}/templates` : '/templates';
};
/**
* Determines whether a team member can execute a given action.
*

5
packages/prisma/migrations/20240206051948_add_teams_templates/migration.sql Normal file
View File

@ -0,0 +1,5 @@
-- AlterTable
ALTER TABLE "Template" ADD COLUMN "teamId" INTEGER;
-- AddForeignKey
ALTER TABLE "Template" ADD CONSTRAINT "Template_teamId_fkey" FOREIGN KEY ("teamId") REFERENCES "Team"("id") ON DELETE CASCADE ON UPDATE CASCADE;

5
packages/prisma/schema.prisma
View File

@ -335,7 +335,8 @@ model Team {
owner User @relation(fields: [ownerUserId], references: [id])
subscription Subscription?
document Document[]
document Document[]
templates Template[]
}
model TeamPending {
@ -416,10 +417,12 @@ model Template {
type TemplateType @default(PRIVATE)
title String
userId Int
teamId Int?
templateDocumentDataId String
createdAt DateTime @default(now())
updatedAt DateTime @default(now()) @updatedAt
team Team? @relation(fields: [teamId], references: [id], onDelete: Cascade)
templateDocumentData DocumentData @relation(fields: [templateDocumentDataId], references: [id], onDelete: Cascade)
User User @relation(fields: [userId], references: [id], onDelete: Cascade)
Recipient Recipient[]

36
packages/prisma/seed/templates.ts Normal file
View File

@ -0,0 +1,36 @@
import fs from 'node:fs';
import path from 'node:path';
import { prisma } from '..';
import { DocumentDataType } from '../client';
const examplePdf = fs
.readFileSync(path.join(__dirname, '../../../assets/example.pdf'))
.toString('base64');
type SeedTemplateOptions = {
title?: string;
userId: number;
teamId?: number;
};
export const seedTemplate = async (options: SeedTemplateOptions) => {
const { title = 'Untitled', userId, teamId } = options;
const documentData = await prisma.documentData.create({
data: {
type: DocumentDataType.BYTES_64,
data: examplePdf,
initialData: examplePdf,
},
});
return await prisma.template.create({
data: {
title,
templateDocumentDataId: documentData.id,
userId: userId,
teamId,
},
});
};

2
packages/trpc/server/field-router/router.ts
View File

@ -39,7 +39,7 @@ export const fieldRouter = router({
throw new TRPCError({
code: 'BAD_REQUEST',
message: 'We were unable to sign this field. Please try again later.',
message: 'We were unable to set this field. Please try again later.',
});
}
}),

4
packages/trpc/server/recipient-router/router.ts
View File

@ -33,7 +33,7 @@ export const recipientRouter = router({
throw new TRPCError({
code: 'BAD_REQUEST',
message: 'We were unable to sign this field. Please try again later.',
message: 'We were unable to set this field. Please try again later.',
});
}
}),
@ -58,7 +58,7 @@ export const recipientRouter = router({
throw new TRPCError({
code: 'BAD_REQUEST',
message: 'We were unable to sign this field. Please try again later.',
message: 'We were unable to set this field. Please try again later.',
});
}
}),

12
packages/trpc/server/template-router/router.ts
View File

@ -19,11 +19,12 @@ export const templateRouter = router({
.input(ZCreateTemplateMutationSchema)
.mutation(async ({ input, ctx }) => {
try {
const { title, templateDocumentDataId } = input;
const { teamId, title, templateDocumentDataId } = input;
return await createTemplate({
title,
userId: ctx.user.id,
teamId,
title,
templateDocumentDataId,
});
} catch (err) {
@ -64,11 +65,12 @@ export const templateRouter = router({
.input(ZDuplicateTemplateMutationSchema)
.mutation(async ({ input, ctx }) => {
try {
const { templateId } = input;
const { teamId, templateId } = input;
return await duplicateTemplate({
templateId,
userId: ctx.user.id,
teamId,
templateId,
});
} catch (err) {
console.error(err);
@ -88,7 +90,7 @@ export const templateRouter = router({
const userId = ctx.user.id;
return await deleteTemplate({ id, userId });
return await deleteTemplate({ userId, id });
} catch (err) {
console.error(err);

4
packages/trpc/server/template-router/schema.ts
View File

@ -1,7 +1,8 @@
import { z } from 'zod';
export const ZCreateTemplateMutationSchema = z.object({
title: z.string().min(1),
title: z.string().min(1).trim(),
teamId: z.number().optional(),
templateDocumentDataId: z.string().min(1),
});
@ -11,6 +12,7 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
export const ZDuplicateTemplateMutationSchema = z.object({
templateId: z.number(),
teamId: z.number().optional(),
});
export const ZDeleteTemplateMutationSchema = z.object({

5
packages/ui/primitives/document-flow/add-title.tsx
View File

@ -1,5 +1,6 @@
'use client';
import { zodResolver } from '@hookform/resolvers/zod';
import { useForm } from 'react-hook-form';
import type { Field, Recipient } from '@documenso/prisma/client';
@ -10,6 +11,7 @@ import { Input } from '../input';
import { Label } from '../label';
import { useStep } from '../stepper';
import type { TAddTitleFormSchema } from './add-title.types';
import { ZAddTitleFormSchema } from './add-title.types';
import {
DocumentFlowFormContainerActions,
DocumentFlowFormContainerContent,
@ -40,6 +42,7 @@ export const AddTitleFormPartial = ({
handleSubmit,
formState: { errors, isSubmitting },
} = useForm<TAddTitleFormSchema>({
resolver: zodResolver(ZAddTitleFormSchema),
defaultValues: {
title: document.title,
},
@ -71,7 +74,7 @@ export const AddTitleFormPartial = ({
id="title"
className="bg-background my-2"
disabled={isSubmitting}
{...register('title', { required: "Title can't be empty" })}
{...register('title')}
/>
<FormErrorMessage className="mt-2" error={errors.title} />

2
packages/ui/primitives/document-flow/add-title.types.ts
View File

@ -1,7 +1,7 @@
import { z } from 'zod';
export const ZAddTitleFormSchema = z.object({
title: z.string().min(1),
title: z.string().trim().min(1, { message: "Title can't be empty" }),
});
export type TAddTitleFormSchema = z.infer<typeof ZAddTitleFormSchema>;

9
packages/ui/primitives/sheet.tsx
View File

@ -3,7 +3,8 @@
import * as React from 'react';
import * as SheetPrimitive from '@radix-ui/react-dialog';
import { VariantProps, cva } from 'class-variance-authority';
import type { VariantProps } from 'class-variance-authority';
import { cva } from 'class-variance-authority';
import { X } from 'lucide-react';
import { cn } from '../lib/utils';
@ -12,7 +13,7 @@ const Sheet = SheetPrimitive.Root;
const SheetTrigger = SheetPrimitive.Trigger;
const portalVariants = cva('fixed inset-0 z-50 flex', {
const portalVariants = cva('fixed inset-0 z-[61] flex', {
variants: {
position: {
top: 'items-start',
@ -42,7 +43,7 @@ const SheetOverlay = React.forwardRef<
>(({ className, children: _children, ...props }, ref) => (
<SheetPrimitive.Overlay
className={cn(
'bg-background/80 data-[state=closed]:animate-out data-[state=closed]:fade-out data-[state=open]:fade-in fixed inset-0 z-50 backdrop-blur-sm transition-all duration-100',
'bg-background/80 data-[state=closed]:animate-out data-[state=closed]:fade-out data-[state=open]:fade-in fixed inset-0 z-[61] backdrop-blur-sm transition-all duration-100',
className,
)}
{...props}
@ -53,7 +54,7 @@ const SheetOverlay = React.forwardRef<
SheetOverlay.displayName = SheetPrimitive.Overlay.displayName;
const sheetVariants = cva(
'fixed z-50 scale-100 gap-4 bg-background p-6 opacity-100 shadow-lg border',
'fixed z-[61] scale-100 gap-4 bg-background p-6 opacity-100 shadow-lg border',
{
variants: {
position: {