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

@ -6,6 +6,7 @@ import { useForm } from 'react-hook-form';
import type { Field, Recipient } from '@documenso/prisma/client';
import { DocumentStatus } from '@documenso/prisma/client';
import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import { FormErrorMessage } from '../form/form-error-message';
import { Input } from '../input';
@ -104,32 +105,7 @@ export const AddSubjectFormPartial = ({
/>
</div>
<div>
<p className="text-muted-foreground text-sm">
You can use the following variables in your message:
</p>
<ul className="mt-2 flex list-inside list-disc flex-col gap-y-2 text-sm">
<li className="text-muted-foreground">
<code className="text-muted-foreground bg-muted-foreground/20 rounded p-1 text-sm">
{'{signer.name}'}
</code>{' '}
- The signer's name
</li>
<li className="text-muted-foreground">
<code className="text-muted-foreground bg-muted-foreground/20 rounded p-1 text-sm">
{'{signer.email}'}
</code>{' '}
- The signer's email
</li>
<li className="text-muted-foreground">
<code className="text-muted-foreground bg-muted-foreground/20 rounded p-1 text-sm">
{'{document.name}'}
</code>{' '}
- The document's name
</li>
</ul>
</div>
<DocumentSendEmailMessageHelper />
</div>
</div>
</DocumentFlowFormContainerContent>