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

@ -1,5 +1,6 @@
import { z } from 'zod';
import { ZUrlSchema } from '@documenso/lib/schemas/common';
import {
FieldType,
ReadStatus,
@ -141,6 +142,59 @@ export type TCreateDocumentFromTemplateMutationResponseSchema = z.infer<
typeof ZCreateDocumentFromTemplateMutationResponseSchema
>;
export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
title: z.string().optional(),
recipients: z
.array(
z.object({
id: z.number(),
name: z.string().optional(),
email: z.string().email().min(1),
}),
)
.refine(
(schema) => {
const emails = schema.map((signer) => signer.email.toLowerCase());
const ids = schema.map((signer) => signer.id);
return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
},
{ message: 'Recipient IDs and emails must be unique' },
),
meta: z
.object({
subject: z.string(),
message: z.string(),
timezone: z.string(),
dateFormat: z.string(),
redirectUrl: ZUrlSchema,
})
.partial()
.optional(),
formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
});
export type TGenerateDocumentFromTemplateMutationSchema = z.infer<
typeof ZGenerateDocumentFromTemplateMutationSchema
>;
export const ZGenerateDocumentFromTemplateMutationResponseSchema = z.object({
documentId: z.number(),
recipients: z.array(
z.object({
recipientId: z.number(),
name: z.string(),
email: z.string().email().min(1),
token: z.string(),
role: z.nativeEnum(RecipientRole),
}),
),
});
export type TGenerateDocumentFromTemplateMutationResponseSchema = z.infer<
typeof ZGenerateDocumentFromTemplateMutationResponseSchema
>;
export const ZCreateRecipientMutationSchema = z.object({
name: z.string().min(1),
email: z.string().email().min(1),