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Code Issues Packages Projects Releases Wiki Activity

feat: add template enhancements (#1154)

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## 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
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152
packages/ui/components/recipient/recipient-role-select.tsx
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@ -1,6 +1,6 @@
'use client';
import React from 'react';
import React, { forwardRef } from 'react';
import type { SelectProps } from '@radix-ui/react-select';
import { InfoIcon } from 'lucide-react';
@ -12,86 +12,86 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
export type RecipientRoleSelectProps = SelectProps;
export const RecipientRoleSelect = (props: RecipientRoleSelectProps) => {
return (
<Select {...props}>
<SelectTrigger className="bg-background w-[60px]">
{/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
{ROLE_ICONS[props.value as RecipientRole]}
</SelectTrigger>
export const RecipientRoleSelect = forwardRef<HTMLButtonElement, SelectProps>((props, ref) => (
<Select {...props}>
<SelectTrigger ref={ref} className="bg-background w-[60px]">
{/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
{ROLE_ICONS[props.value as RecipientRole]}
</SelectTrigger>
<SelectContent align="end">
<SelectItem value={RecipientRole.SIGNER}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
Needs to sign
</div>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>The recipient is required to sign the document for it to be completed.</p>
</TooltipContent>
</Tooltip>
<SelectContent align="end">
<SelectItem value={RecipientRole.SIGNER}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
Needs to sign
</div>
</SelectItem>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>The recipient is required to sign the document for it to be completed.</p>
</TooltipContent>
</Tooltip>
</div>
</SelectItem>
<SelectItem value={RecipientRole.APPROVER}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
Needs to approve
</div>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>The recipient is required to approve the document for it to be completed.</p>
</TooltipContent>
</Tooltip>
<SelectItem value={RecipientRole.APPROVER}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
Needs to approve
</div>
</SelectItem>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>The recipient is required to approve the document for it to be completed.</p>
</TooltipContent>
</Tooltip>
</div>
</SelectItem>
<SelectItem value={RecipientRole.VIEWER}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
Needs to view
</div>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>The recipient is required to view the document for it to be completed.</p>
</TooltipContent>
</Tooltip>
<SelectItem value={RecipientRole.VIEWER}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
Needs to view
</div>
</SelectItem>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>The recipient is required to view the document for it to be completed.</p>
</TooltipContent>
</Tooltip>
</div>
</SelectItem>
<SelectItem value={RecipientRole.CC}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
Receives copy
</div>
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>
The recipient is not required to take any action and receives a copy of the
document after it is completed.
</p>
</TooltipContent>
</Tooltip>
<SelectItem value={RecipientRole.CC}>
<div className="flex items-center">
<div className="flex w-[150px] items-center">
<span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
Receives copy
</div>
</SelectItem>
</SelectContent>
</Select>
);
};
<Tooltip>
<TooltipTrigger>
<InfoIcon className="h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground z-9999 max-w-md p-4">
<p>
The recipient is not required to take any action and receives a copy of the document
after it is completed.
</p>
</TooltipContent>
</Tooltip>
</div>
</SelectItem>
</SelectContent>
</Select>
));
RecipientRoleSelect.displayName = 'RecipientRoleSelect';