feat: add template enhancements (#1154)

## Description

General enhancements for templates.

## Changes Made

Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents

Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates

## Testing Performed

Added E2E tests for templates and creating documents from templates
This commit is contained in:
David Nguyen
2024-05-10 19:45:19 +07:00
committed by GitHub
parent 8f9c07aa8e
commit 2f86bb523b
38 changed files with 2103 additions and 510 deletions

View File

@ -5,10 +5,9 @@ import { redirect } from 'next/navigation';
import { ChevronLeft } from 'lucide-react';
import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
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 { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
import { formatTemplatesPath } from '@documenso/lib/utils/teams';
import type { Team } from '@documenso/prisma/client';
@ -35,7 +34,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
const { user } = await getRequiredServerComponentSession();
const template = await getTemplateById({
const template = await getTemplateWithDetailsById({
id: templateId,
userId: user.id,
}).catch(() => null);
@ -44,18 +43,10 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
redirect(templateRootPath);
}
const { templateDocumentData } = template;
const [templateRecipients, templateFields] = await Promise.all([
getRecipientsForTemplate({
templateId,
userId: user.id,
}),
getFieldsForTemplate({
templateId,
userId: user.id,
}),
]);
const isTemplateEnterprise = await isUserEnterprise({
userId: user.id,
teamId: team?.id,
});
return (
<div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
@ -74,12 +65,9 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
<EditTemplateForm
className="mt-6"
template={template}
user={user}
recipients={templateRecipients}
fields={templateFields}
documentData={templateDocumentData}
initialTemplate={template}
templateRootPath={templateRootPath}
isEnterprise={isTemplateEnterprise}
/>
</div>
);