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feat: allow fields prefill when generating a document from a template (#1615)

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This change allows API users to pre-fill fields with values by
passing the data in the request body. Example body for V2 API endpoint
`/api/v2-beta/template/use`:

```json
{
    "templateId": 1,
    "recipients": [
        {
            "id": 1,
            "email": "signer1@mail.com",
            "name": "Signer 1"
        },
        {
            "id": 2,
            "email": "signer2@mail.com",
            "name": "Signer 2"
        }
    ],
    "prefillValues": [
        {
            "id": 14,
            "fieldMeta": {
                "type": "text",
                "label": "my label",
                "placeholder": "text placeholder test",
                "text": "auto-sign value",
                "characterLimit": 25,
                "textAlign": "right",
                "fontSize": 94,
                "required": true
            }
        },
        {
            "id": 15,
            "fieldMeta": {
                "type": "radio",
                "label": "radio label",
                "placeholder": "new radio placeholder",
                "required": false,
                "readOnly": true,
                "values": [
                    {
                        "id": 2,
                        "checked": true,
                        "value": "radio val 1"
                    },
                    {
                        "id": 3,
                        "checked": false,
                        "value": "radio val 2"
                    }
                ]
            }
        },
        {
            "id": 16,
            "fieldMeta": {
                "type": "dropdown",
                "label": "dropdown label",
                "placeholder": "DD placeholder",
                "required": false,
                "readOnly": false,
                "values": [
                    {
                        "value": "option 1"
                    },
                    {
                        "value": "option 2"
                    },
                    {
                        "value": "option 3"
                    }
                ],
                "defaultValue": "option 2"
            }
        }
    ],
    "distributeDocument": false,
    "customDocumentDataId": ""
}
```
This commit is contained in:
Catalin Pit
2025-03-06 00:44:09 +02:00
committed by David Nguyen
parent 083a706373
commit 422770a8c7
11 changed files with 1505 additions and 19 deletions
Download Patch File Download Diff File Expand all files Collapse all files

1
packages/api/v1/implementation.ts
View File

@ -580,6 +580,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
userId: user.id,
teamId: team?.id,
recipients: body.recipients,
prefillFields: body.prefillFields,
override: {
title: body.title,
...body.meta,

3
packages/api/v1/schema.ts
View File

@ -23,7 +23,7 @@ import {
ZRecipientActionAuthTypesSchema,
} from '@documenso/lib/types/document-auth';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
extendZodWithOpenApi(z);
@ -299,6 +299,7 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
})
.optional(),
formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
});
export type TGenerateDocumentFromTemplateMutationSchema = z.infer<