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

@ -46,16 +46,18 @@ export const recipientRouter = router({
.input(ZAddTemplateSignersMutationSchema)
.mutation(async ({ input, ctx }) => {
try {
const { templateId, signers } = input;
const { templateId, signers, teamId } = input;
return await setRecipientsForTemplate({
userId: ctx.user.id,
teamId,
templateId,
recipients: signers.map((signer) => ({
id: signer.nativeId,
email: signer.email,
name: signer.name,
role: signer.role,
actionAuth: signer.actionAuth,
})),
});
} catch (err) {

View File

@ -34,6 +34,7 @@ export type TAddSignersMutationSchema = z.infer<typeof ZAddSignersMutationSchema
export const ZAddTemplateSignersMutationSchema = z
.object({
teamId: z.number().optional(),
templateId: z.number(),
signers: z.array(
z.object({
@ -41,6 +42,7 @@ export const ZAddTemplateSignersMutationSchema = z
email: z.string().email().min(1),
name: z.string(),
role: z.nativeEnum(RecipientRole),
actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
}),
),
})