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

@ -1,22 +1,19 @@
import { prisma } from '@documenso/prisma';
import type { FieldType } from '@documenso/prisma/client';
export type Field = {
id?: number | null;
type: FieldType;
signerEmail: string;
signerId?: number;
pageNumber: number;
pageX: number;
pageY: number;
pageWidth: number;
pageHeight: number;
};
export type SetFieldsForTemplateOptions = {
userId: number;
templateId: number;
fields: Field[];
fields: {
id?: number | null;
type: FieldType;
signerEmail: string;
pageNumber: number;
pageX: number;
pageY: number;
pageWidth: number;
pageHeight: number;
}[];
};
export const setFieldsForTemplate = async ({
@ -58,11 +55,7 @@ export const setFieldsForTemplate = 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.map((field) => {
@ -127,5 +120,13 @@ export const setFieldsForTemplate = async ({
});
}
return persistedFields;
// Filter out fields that have been removed or have been updated.
const filteredFields = existingFields.filter((field) => {
const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
return !isRemoved && !isUpdated;
});
return [...filteredFields, ...persistedFields];
};