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

@ -7,6 +7,8 @@ import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/
import { createTemplate } from '@documenso/lib/server-only/template/create-template';
import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
import { duplicateTemplate } from '@documenso/lib/server-only/template/duplicate-template';
import { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
import { updateTemplateSettings } from '@documenso/lib/server-only/template/update-template-settings';
import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
import type { Document } from '@documenso/prisma/client';
@ -16,6 +18,8 @@ import {
ZCreateTemplateMutationSchema,
ZDeleteTemplateMutationSchema,
ZDuplicateTemplateMutationSchema,
ZGetTemplateWithDetailsByIdQuerySchema,
ZUpdateTemplateSettingsMutationSchema,
} from './schema';
export const templateRouter = router({
@ -123,4 +127,52 @@ export const templateRouter = router({
});
}
}),
getTemplateWithDetailsById: authenticatedProcedure
.input(ZGetTemplateWithDetailsByIdQuerySchema)
.query(async ({ input, ctx }) => {
try {
return await getTemplateWithDetailsById({
id: input.id,
userId: ctx.user.id,
});
} catch (err) {
console.error(err);
throw new TRPCError({
code: 'BAD_REQUEST',
message: 'We were unable to find this template. Please try again later.',
});
}
}),
// Todo: Add API
updateTemplateSettings: authenticatedProcedure
.input(ZUpdateTemplateSettingsMutationSchema)
.mutation(async ({ input, ctx }) => {
try {
const { templateId, teamId, data, meta } = input;
const userId = ctx.user.id;
const requestMetadata = extractNextApiRequestMetadata(ctx.req);
return await updateTemplateSettings({
userId,
teamId,
templateId,
data,
meta,
requestMetadata,
});
} catch (err) {
console.error(err);
throw new TRPCError({
code: 'BAD_REQUEST',
message:
'We were unable to update the settings for this template. Please try again later.',
});
}
}),
});