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

@ -12,6 +12,8 @@ import {
ZDeleteFieldMutationSchema,
ZDeleteRecipientMutationSchema,
ZDownloadDocumentSuccessfulSchema,
ZGenerateDocumentFromTemplateMutationResponseSchema,
ZGenerateDocumentFromTemplateMutationSchema,
ZGetDocumentsQuerySchema,
ZSendDocumentForSigningMutationSchema,
ZSuccessfulDocumentResponseSchema,
@ -85,6 +87,24 @@ export const ApiContractV1 = c.router(
404: ZUnsuccessfulResponseSchema,
},
summary: 'Create a new document from an existing template',
deprecated: true,
description: `This has been deprecated in favour of "/api/v1/templates/:templateId/generate-document". You may face unpredictable behavior using this endpoint as it is no longer maintained.`,
},
generateDocumentFromTemplate: {
method: 'POST',
path: '/api/v1/templates/:templateId/generate-document',
body: ZGenerateDocumentFromTemplateMutationSchema,
responses: {
200: ZGenerateDocumentFromTemplateMutationResponseSchema,
400: ZUnsuccessfulResponseSchema,
401: ZUnsuccessfulResponseSchema,
404: ZUnsuccessfulResponseSchema,
500: ZUnsuccessfulResponseSchema,
},
summary: 'Create a new document from an existing template',
description:
'Create a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.',
},
sendDocument: {