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

packages/lib/server-only/template/update-template-settings.ts

@@ -0,0 +1,139 @@
+'use server';
+
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
+import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import { prisma } from '@documenso/prisma';
+import type { TemplateMeta } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
+import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
+
+export type UpdateTemplateSettingsOptions = {
+  userId: number;
+  teamId?: number;
+  templateId: number;
+  data: {
+    title?: string;
+    globalAccessAuth?: TDocumentAccessAuthTypes | null;
+    globalActionAuth?: TDocumentActionAuthTypes | null;
+  };
+  meta?: Partial<Omit<TemplateMeta, 'id' | 'templateId'>>;
+  requestMetadata?: RequestMetadata;
+};
+
+export const updateTemplateSettings = async ({
+  userId,
+  teamId,
+  templateId,
+  meta,
+  data,
+}: UpdateTemplateSettingsOptions) => {
+  if (!data.title && !data.globalAccessAuth && !data.globalActionAuth) {
+    throw new AppError(AppErrorCode.INVALID_BODY, 'Missing data to update');
+  }
+
+  const template = await prisma.template.findFirstOrThrow({
+    where: {
+      id: templateId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+    include: {
+      templateMeta: true,
+    },
+  });
+
+  const { documentAuthOption } = extractDocumentAuthMethods({
+    documentAuth: template.authOptions,
+  });
+
+  const { templateMeta } = template;
+
+  const isDateSame = (templateMeta?.dateFormat || null) === (meta?.dateFormat || null);
+  const isMessageSame = (templateMeta?.message || null) === (meta?.message || null);
+  const isPasswordSame = (templateMeta?.password || null) === (meta?.password || null);
+  const isSubjectSame = (templateMeta?.subject || null) === (meta?.subject || null);
+  const isRedirectUrlSame = (templateMeta?.redirectUrl || null) === (meta?.redirectUrl || null);
+  const isTimezoneSame = (templateMeta?.timezone || null) === (meta?.timezone || null);
+
+  // Early return to avoid unnecessary updates.
+  if (
+    template.title === data.title &&
+    data.globalAccessAuth === documentAuthOption.globalAccessAuth &&
+    data.globalActionAuth === documentAuthOption.globalActionAuth &&
+    isDateSame &&
+    isMessageSame &&
+    isPasswordSame &&
+    isSubjectSame &&
+    isRedirectUrlSame &&
+    isTimezoneSame
+  ) {
+    return template;
+  }
+
+  const documentGlobalAccessAuth = documentAuthOption?.globalAccessAuth ?? null;
+  const documentGlobalActionAuth = documentAuthOption?.globalActionAuth ?? null;
+
+  // If the new global auth values aren't passed in, fallback to the current document values.
+  const newGlobalAccessAuth =
+    data?.globalAccessAuth === undefined ? documentGlobalAccessAuth : data.globalAccessAuth;
+  const newGlobalActionAuth =
+    data?.globalActionAuth === undefined ? documentGlobalActionAuth : data.globalActionAuth;
+
+  // Check if user has permission to set the global action auth.
+  if (newGlobalActionAuth) {
+    const isDocumentEnterprise = await isUserEnterprise({
+      userId,
+      teamId,
+    });
+
+    if (!isDocumentEnterprise) {
+      throw new AppError(
+        AppErrorCode.UNAUTHORIZED,
+        'You do not have permission to set the action auth',
+      );
+    }
+  }
+
+  const authOptions = createDocumentAuthOptions({
+    globalAccessAuth: newGlobalAccessAuth,
+    globalActionAuth: newGlobalActionAuth,
+  });
+
+  return await prisma.template.update({
+    where: {
+      id: templateId,
+    },
+    data: {
+      title: data.title,
+      authOptions,
+      templateMeta: {
+        upsert: {
+          where: {
+            templateId,
+          },
+          create: {
+            ...meta,
+          },
+          update: {
+            ...meta,
+          },
+        },
+      },
+    },
+  });
+};