feat: templates (#537)

Adds the basically ability to create and use templates for repetitive document types

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -99,6 +99,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   };
 
   const nonSignedRecipients = row.Recipient.filter((item) => item.signingStatus !== 'SIGNED');
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger>

apps/web/src/app/(dashboard)/documents/duplicate-document-dialog.tsx

@@ -41,6 +41,7 @@ export const DuplicateDocumentDialog = ({
     trpcReact.document.duplicateDocument.useMutation({
       onSuccess: (newId) => {
         router.push(`/documents/${newId}`);
+
         toast({
           title: 'Document Duplicated',
           description: 'Your document has been successfully duplicated.',

apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainer,
+  DocumentFlowFormContainerHeader,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-fields';
+import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
+import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
+import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EditTemplateFormProps = {
+  className?: string;
+  user: User;
+  template: Template;
+  recipients: Recipient[];
+  fields: Field[];
+  documentData: DocumentData;
+};
+
+type EditTemplateStep = 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+
+export const EditTemplateForm = ({
+  className,
+  template,
+  recipients,
+  fields,
+  user: _user,
+  documentData,
+}: EditTemplateFormProps) => {
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const [step, setStep] = useState<EditTemplateStep>('signers');
+
+  const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    signers: {
+      title: 'Add Placeholders',
+      description: 'Add all relevant placeholders for each recipient.',
+      stepIndex: 1,
+    },
+    fields: {
+      title: 'Add Fields',
+      description: 'Add all relevant fields for each recipient.',
+      stepIndex: 2,
+    },
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+
+  const onAddTemplatePlaceholderFormSubmit = async (
+    data: TAddTemplatePlacholderRecipientsFormSchema,
+  ) => {
+    try {
+      await addTemplateSigners({
+        templateId: template.id,
+        signers: data.signers,
+      });
+
+      router.refresh();
+
+      setStep('fields');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
+    try {
+      await addTemplateFields({
+        templateId: template.id,
+        fields: data.fields,
+      });
+
+      toast({
+        title: 'Template saved',
+        description: 'Your templates has been saved successfully.',
+        duration: 5000,
+      });
+
+      router.push('/templates');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
+      <Card
+        className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+        gradient
+      >
+        <CardContent className="p-2">
+          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+        </CardContent>
+      </Card>
+
+      <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <DocumentFlowFormContainer
+          className="lg:h-[calc(100vh-6rem)]"
+          onSubmit={(e) => e.preventDefault()}
+        >
+          <DocumentFlowFormContainerHeader
+            title={currentDocumentFlow.title}
+            description={currentDocumentFlow.description}
+          />
+
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
+          >
+            <AddTemplatePlaceholderRecipientsFormPartial
+              key={recipients.length}
+              documentFlow={documentFlow.signers}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddTemplatePlaceholderFormSubmit}
+            />
+
+            <AddTemplateFieldsFormPartial
+              key={fields.length}
+              documentFlow={documentFlow.fields}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddFieldsFormSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/[id]/page.tsx

@@ -0,0 +1,81 @@
+import React from 'react';
+
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
+import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { EditTemplateForm } from './edit-template';
+
+export type TemplatePageProps = {
+  params: {
+    id: string;
+  };
+};
+
+export default async function TemplatePage({ params }: TemplatePageProps) {
+  const { id } = params;
+
+  const templateId = Number(id);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect('/documents');
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    redirect('/documents');
+  }
+
+  const { templateDocumentData } = template;
+
+  const [templateRecipients, templateFields] = await Promise.all([
+    getRecipientsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+    getFieldsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+  ]);
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Templates
+      </Link>
+
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+        {template.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <TemplateType inheritColor type={template.type} className="text-muted-foreground" />
+      </div>
+
+      <EditTemplateForm
+        className="mt-8"
+        template={template}
+        user={user}
+        recipients={templateRecipients}
+        fields={templateFields}
+        documentData={templateDocumentData}
+      />
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx

@@ -0,0 +1,79 @@
+'use client';
+
+import { useState } from 'react';
+
+import Link from 'next/link';
+
+import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import type { Template } from '@documenso/prisma/client';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { DeleteTemplateDialog } from './delete-template-dialog';
+import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+
+export type DataTableActionDropdownProps = {
+  row: Template;
+};
+
+export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+  const { data: session } = useSession();
+
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
+
+  if (!session) {
+    return null;
+  }
+
+  const isOwner = row.userId === session.user.id;
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="start" forceMount>
+        <DropdownMenuLabel>Action</DropdownMenuLabel>
+
+        <DropdownMenuItem disabled={!isOwner} asChild>
+          <Link href={`/templates/${row.id}`}>
+            <Edit className="mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </DropdownMenuItem>
+
+        {/* <DropdownMenuItem disabled={!isOwner} onClick={async () => onDuplicateButtonClick(row.id)}> */}
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDuplicateDialogOpen(true)}>
+          <Copy className="mr-2 h-4 w-4" />
+          Duplicate
+        </DropdownMenuItem>
+
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDeleteDialogOpen(true)}>
+          <Trash2 className="mr-2 h-4 w-4" />
+          Delete
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+
+      <DuplicateTemplateDialog
+        id={row.id}
+        open={isDuplicateDialogOpen}
+        onOpenChange={setDuplicateDialogOpen}
+      />
+
+      <DeleteTemplateDialog
+        id={row.id}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+      />
+    </DropdownMenu>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-templates.tsx

@@ -0,0 +1,138 @@
+'use client';
+
+import { useState, useTransition } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { Loader, Plus } from 'lucide-react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { Template } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { DataTableActionDropdown } from './data-table-action-dropdown';
+import { DataTableTitle } from './data-table-title';
+
+type TemplatesDataTableProps = {
+  templates: Template[];
+  perPage: number;
+  page: number;
+  totalPages: number;
+};
+
+export const TemplatesDataTable = ({
+  templates,
+  perPage,
+  page,
+  totalPages,
+}: TemplatesDataTableProps) => {
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const router = useRouter();
+
+  const { toast } = useToast();
+  const [loadingStates, setLoadingStates] = useState<{ [key: string]: boolean }>({});
+
+  const { mutateAsync: createDocumentFromTemplate } =
+    trpc.template.createDocumentFromTemplate.useMutation();
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page,
+        perPage,
+      });
+    });
+  };
+
+  const onUseButtonClick = async (templateId: number) => {
+    try {
+      const { id } = await createDocumentFromTemplate({
+        templateId,
+      });
+
+      toast({
+        title: 'Document created',
+        description: 'Your document has been created from the template successfully.',
+        duration: 5000,
+      });
+
+      router.push(`/documents/${id}`);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while creating document from template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className="relative">
+      <DataTable
+        columns={[
+          {
+            header: 'Created',
+            accessorKey: 'createdAt',
+            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+          },
+          {
+            header: 'Title',
+            cell: ({ row }) => <DataTableTitle row={row.original} />,
+          },
+          {
+            header: 'Type',
+            accessorKey: 'type',
+            cell: ({ row }) => <TemplateType type={row.original.type} />,
+          },
+          {
+            header: 'Actions',
+            accessorKey: 'actions',
+            cell: ({ row }) => {
+              const isRowLoading = loadingStates[row.original.id];
+
+              return (
+                <div className="flex items-center gap-x-4">
+                  <Button
+                    disabled={isRowLoading}
+                    loading={isRowLoading}
+                    onClick={async () => {
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: true }));
+                      await onUseButtonClick(row.original.id);
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: false }));
+                    }}
+                  >
+                    {!isRowLoading && <Plus className="-ml-1 mr-2 h-4 w-4" />}
+                    Use Template
+                  </Button>
+                  <DataTableActionDropdown row={row.original} />
+                </div>
+              );
+            },
+          },
+        ]}
+        data={templates}
+        perPage={perPage}
+        currentPage={page}
+        totalPages={totalPages}
+        onPaginationChange={onPaginationChange}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+
+      {isPending && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-title.tsx

@@ -0,0 +1,26 @@
+import Link from 'next/link';
+
+import { useSession } from 'next-auth/react';
+
+import { Template } from '@documenso/prisma/client';
+
+export type DataTableTitleProps = {
+  row: Template;
+};
+
+export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+  const { data: session } = useSession();
+
+  if (!session) {
+    return null;
+  }
+
+  return (
+    <Link
+      href={`/templates/${row.id}`}
+      className="block max-w-[10rem] cursor-pointer truncate font-medium hover:underline md:max-w-[20rem]"
+    >
+      {row.title}
+    </Link>
+  );
+};

apps/web/src/app/(dashboard)/templates/delete-template-dialog.tsx

@@ -0,0 +1,84 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DeleteTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteTemplate, isLoading } = trpcReact.template.deleteTemplate.useMutation({
+    onSuccess: () => {
+      router.refresh();
+
+      toast({
+        title: 'Template deleted',
+        description: 'Your template has been successfully deleted.',
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+  });
+
+  const onDeleteTemplate = async () => {
+    try {
+      await deleteTemplate({ id });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'This template could not be deleted at this time. Please try again.',
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to delete this template?</DialogTitle>
+
+          <DialogDescription>
+            Please note that this action is irreversible. Once confirmed, your template will be
+            permanently deleted.
+          </DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button type="button" loading={isLoading} onClick={onDeleteTemplate} className="flex-1">
+              Delete
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx

@@ -0,0 +1,87 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DuplicateTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DuplicateTemplateDialog = ({
+  id,
+  open,
+  onOpenChange,
+}: DuplicateTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: duplicateTemplate, isLoading } =
+    trpcReact.template.duplicateTemplate.useMutation({
+      onSuccess: () => {
+        router.refresh();
+
+        toast({
+          title: 'Template duplicated',
+          description: 'Your template has been duplicated successfully.',
+          duration: 5000,
+        });
+
+        onOpenChange(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateTemplate({
+        templateId: id,
+      });
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while duplicating template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to duplicate this template?</DialogTitle>
+
+          <DialogDescription className="pt-2">Your template will be duplicated.</DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button type="button" loading={isLoading} onClick={onDuplicate} className="flex-1">
+              Duplicate
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/empty-state.tsx

@@ -0,0 +1,17 @@
+import { Bird } from 'lucide-react';
+
+export const EmptyTemplateState = () => {
+  return (
+    <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+      <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+      <div className="text-center">
+        <h3 className="text-lg font-semibold">We're all empty</h3>
+
+        <p className="mt-2 max-w-[50ch]">
+          You have not yet created any templates. To create a template please upload one.
+        </p>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -0,0 +1,228 @@
+'use client';
+
+import React, { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { FilePlus, X } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
+import { base64 } from '@documenso/lib/universal/base64';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZCreateTemplateFormSchema = z.object({
+  name: z.string(),
+});
+
+type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
+
+export const NewTemplateDialog = () => {
+  const router = useRouter();
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  const form = useForm<TCreateTemplateFormSchema>({
+    defaultValues: {
+      name: '',
+    },
+    resolver: zodResolver(ZCreateTemplateFormSchema),
+  });
+
+  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+    trpc.template.createTemplate.useMutation();
+
+  const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
+  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+
+  const onFileDrop = async (file: File) => {
+    try {
+      const arrayBuffer = await file.arrayBuffer();
+      const base64String = base64.encode(new Uint8Array(arrayBuffer));
+
+      setUploadedFile({
+        file,
+        fileBase64: `data:application/pdf;base64,${base64String}`,
+      });
+
+      if (!form.getValues('name')) {
+        form.setValue('name', file.name);
+      }
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async (values: TCreateTemplateFormSchema) => {
+    if (!uploadedFile) {
+      return;
+    }
+
+    const file: File = uploadedFile.file;
+
+    try {
+      const { type, data } = await putFile(file);
+
+      const { id: templateDocumentDataId } = await createDocumentData({
+        type,
+        data,
+      });
+
+      const { id } = await createTemplate({
+        title: values.name ? values.name : file.name,
+        templateDocumentDataId,
+      });
+
+      toast({
+        title: 'Template document uploaded',
+        description:
+          'Your document has been uploaded successfully. You will be redirected to the template page.',
+        duration: 5000,
+      });
+
+      setShowNewTemplateDialog(false);
+
+      void router.push(`/templates/${id}`);
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const resetForm = () => {
+    if (form.getValues('name') === uploadedFile?.file.name) {
+      form.reset();
+    }
+
+    setUploadedFile(null);
+  };
+
+  useEffect(() => {
+    if (!showNewTemplateDialog) {
+      form.reset();
+    }
+  }, [form, showNewTemplateDialog]);
+
+  return (
+    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+      <DialogTrigger asChild>
+        <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
+          <FilePlus className="-ml-1 mr-2 h-4 w-4" />
+          New Template
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent className="w-full max-w-xl">
+        <DialogHeader>
+          <DialogTitle className="mb-4">New Template</DialogTitle>
+        </DialogHeader>
+
+        <div>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Name your template</FormLabel>
+                    <FormControl>
+                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                    </FormControl>
+                    <FormDescription>
+                      <span className="text-muted-foreground text-xs">
+                        Leave this empty if you would like to use your document's name for the
+                        template
+                      </span>
+                    </FormDescription>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <div>
+                <Label htmlFor="template">Upload a Document</Label>
+
+                <div className="my-3">
+                  {uploadedFile ? (
+                    <Card gradient className="h-[40vh]">
+                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                        <button
+                          onClick={() => resetForm()}
+                          title="Remove Template"
+                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                        >
+                          <X className="h-6 w-6" />
+                          <span className="sr-only">Remove Template</span>
+                        </button>
+
+                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        </div>
+
+                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                          Uploaded Document
+                        </p>
+
+                        <span className="text-muted-foreground/80 mt-1 text-sm">
+                          {uploadedFile.file.name}
+                        </span>
+                      </CardContent>
+                    </Card>
+                  ) : (
+                    <DocumentDropzone
+                      className="mt-1.5 h-[40vh]"
+                      onDrop={onFileDrop}
+                      type="template"
+                    />
+                  )}
+                </div>
+              </div>
+
+              <div className="flex w-full justify-end">
+                <Button loading={isCreatingTemplate} type="submit">
+                  Create Template
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/page.tsx

@@ -0,0 +1,52 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTemplates } from '@documenso/lib/server-only/template/get-templates';
+
+import { TemplatesDataTable } from './data-table-templates';
+import { EmptyTemplateState } from './empty-state';
+import { NewTemplateDialog } from './new-template-dialog';
+
+type TemplatesPageProps = {
+  searchParams?: {
+    page?: number;
+    perPage?: number;
+  };
+};
+
+export default async function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
+  const { user } = await getRequiredServerComponentSession();
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 10;
+
+  const { templates, totalPages } = await getTemplates({
+    userId: user.id,
+    page: page,
+    perPage: perPage,
+  });
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <div className="flex items-baseline justify-between">
+        <h1 className="mb-5 mt-2 truncate text-2xl font-semibold md:text-3xl">Templates</h1>
+
+        <div>
+          <NewTemplateDialog />
+        </div>
+      </div>
+
+      <div className="relative">
+        {templates.length > 0 ? (
+          <TemplatesDataTable
+            templates={templates}
+            page={page}
+            perPage={perPage}
+            totalPages={totalPages}
+          />
+        ) : (
+          <EmptyTemplateState />
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -3,6 +3,9 @@
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
+import Link from 'next/link';
+import { usePathname } from 'next/navigation';
+
 import { Search } from 'lucide-react';
 
 import { cn } from '@documenso/ui/lib/utils';
@@ -10,10 +13,22 @@ import { Button } from '@documenso/ui/primitives/button';
 
 import { CommandMenu } from '../common/command-menu';
 
+const navigationLinks = [
+  {
+    href: '/documents',
+    label: 'Documents',
+  },
+  {
+    href: '/templates',
+    label: 'Templates',
+  },
+];
+
 export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
 
 export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
-  // const pathname = usePathname();
+  const pathname = usePathname();
+
   const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
@@ -26,9 +41,29 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
 
   return (
     <div
-      className={cn('ml-8 hidden flex-1 gap-x-6 md:flex md:justify-center', className)}
+      className={cn(
+        'ml-8 hidden flex-1 items-center gap-x-12 md:flex md:justify-between',
+        className,
+      )}
       {...props}
     >
+      <div className="flex items-baseline gap-x-6">
+        {navigationLinks.map(({ href, label }) => (
+          <Link
+            key={href}
+            href={href}
+            className={cn(
+              'text-muted-foreground dark:text-muted focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
+              {
+                'text-foreground dark:text-muted-foreground': pathname?.startsWith(href),
+              },
+            )}
+          >
+            {label}
+          </Link>
+        ))}
+      </div>
+
       <CommandMenu open={open} onOpenChange={setOpen} />
 
       <Button
@@ -47,19 +82,6 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
           </div>
         </div>
       </Button>
-
-      {/* We have no other subpaths rn */}
-      {/* <Link
-        href="/documents"
-        className={cn(
-          'text-muted-foreground focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
-          {
-            'text-foreground': pathname?.startsWith('/documents'),
-          },
-        )}
-      >
-        Documents
-      </Link> */}
     </div>
   );
 };

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -49,7 +49,7 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
 
         <DesktopNav />
 
-        <div className="flex gap-x-4">
+        <div className="flex gap-x-4 md:ml-8">
           <ProfileDropdown user={user} />
 
           {/* <Button variant="outline" size="sm" className="h-10 w-10 p-0.5 md:hidden">

apps/web/src/components/(dashboard)/layout/profile-dropdown.tsx

@@ -4,6 +4,7 @@ import Link from 'next/link';
 
 import {
   CreditCard,
+  FileSpreadsheet,
   Lock,
   LogOut,
   User as LucideUser,
@@ -106,6 +107,13 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuSeparator />
+        <DropdownMenuItem asChild>
+          <Link href="/templates" className="cursor-pointer">
+            <FileSpreadsheet className="mr-2 h-4 w-4" />
+            Templates
+          </Link>
+        </DropdownMenuItem>
         <DropdownMenuSeparator />
 
         <DropdownMenuSub>

apps/web/src/components/formatter/template-type.tsx

@@ -0,0 +1,50 @@
+import { HTMLAttributes } from 'react';
+
+import { Globe, Lock } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+
+import { TemplateType as TemplateTypePrisma } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
+
+type TemplateTypeIcon = {
+  label: string;
+  icon?: LucideIcon;
+  color: string;
+};
+
+type TemplateTypes = (typeof TemplateTypePrisma)[keyof typeof TemplateTypePrisma];
+
+const TEMPLATE_TYPES: Record<TemplateTypes, TemplateTypeIcon> = {
+  PRIVATE: {
+    label: 'Private',
+    icon: Lock,
+    color: 'text-blue-600 dark:text-blue-300',
+  },
+  PUBLIC: {
+    label: 'Public',
+    icon: Globe,
+    color: 'text-green-500 dark:text-green-300',
+  },
+};
+
+export type TemplateTypeProps = HTMLAttributes<HTMLSpanElement> & {
+  type: TemplateTypes;
+  inheritColor?: boolean;
+};
+
+export const TemplateType = ({ className, type, inheritColor, ...props }: TemplateTypeProps) => {
+  const { label, icon: Icon, color } = TEMPLATE_TYPES[type];
+
+  return (
+    <span className={cn('flex items-center', className)} {...props}>
+      {Icon && (
+        <Icon
+          className={cn('mr-2 inline-block h-4 w-4', {
+            [color]: !inheritColor,
+          })}
+        />
+      )}
+      {label}
+    </span>
+  );
+};