feat: bulk send templates via csv (#1578)

Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.

<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8"
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9"
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd"
/>


## Changes Made

- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation

## Testing Performed

- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits

Resolves #1550

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

@@ -14,6 +14,7 @@ import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
 import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import { TemplateType } from '~/components/formatter/template-type';
+import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
 
 import { DataTableActionDropdown } from '../data-table-action-dropdown';
 import { TemplateDirectLinkBadge } from '../template-direct-link-badge';
@@ -111,6 +112,8 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
         <div className="mt-2 flex flex-row space-x-4 sm:mt-0 sm:self-end">
           <TemplateDirectLinkDialogWrapper template={template} />
 
+          <TemplateBulkSendDialog templateId={template.id} recipients={template.recipients} />
+
           <Button className="w-full" asChild>
             <Link href={`${templateRootPath}/${template.id}/edit`}>
               <LucideEdit className="mr-1.5 h-3.5 w-3.5" />

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

@@ -5,7 +5,7 @@ import { useState } from 'react';
 import Link from 'next/link';
 
 import { Trans } from '@lingui/macro';
-import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2 } from 'lucide-react';
+import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2, Upload } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
 import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
@@ -17,6 +17,8 @@ import {
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
 
+import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
+
 import { DeleteTemplateDialog } from './delete-template-dialog';
 import { DuplicateTemplateDialog } from './duplicate-template-dialog';
 import { MoveTemplateDialog } from './move-template-dialog';
@@ -86,6 +88,17 @@ export const DataTableActionDropdown = ({
           </DropdownMenuItem>
         )}
 
+        <TemplateBulkSendDialog
+          templateId={row.id}
+          recipients={row.recipients}
+          trigger={
+            <div className="hover:bg-accent hover:text-accent-foreground relative flex cursor-pointer select-none items-center rounded-sm px-2 py-1.5 text-sm outline-none transition-colors">
+              <Upload className="mr-2 h-4 w-4" />
+              <Trans>Bulk Send via CSV</Trans>
+            </div>
+          }
+        />
+
         <DropdownMenuItem
           disabled={!isOwner && !isTeamTemplate}
           onClick={() => setDeleteDialogOpen(true)}

apps/web/src/components/templates/template-bulk-send-dialog.tsx

@@ -0,0 +1,275 @@
+'use client';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
+import { File as FileIcon, Upload, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZBulkSendFormSchema = z.object({
+  file: z.instanceof(File),
+  sendImmediately: z.boolean().default(false),
+});
+
+type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
+
+export type TemplateBulkSendDialogProps = {
+  templateId: number;
+  recipients: Array<{ email: string; name?: string | null }>;
+  trigger?: React.ReactNode;
+  onSuccess?: () => void;
+};
+
+export const TemplateBulkSendDialog = ({
+  templateId,
+  recipients,
+  trigger,
+  onSuccess,
+}: TemplateBulkSendDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TBulkSendFormSchema>({
+    resolver: zodResolver(ZBulkSendFormSchema),
+    defaultValues: {
+      sendImmediately: false,
+    },
+  });
+
+  const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
+
+  const onDownloadTemplate = () => {
+    const headers = recipients.flatMap((_, index) => [
+      `recipient_${index + 1}_email`,
+      `recipient_${index + 1}_name`,
+    ]);
+
+    const exampleRow = recipients.flatMap((recipient) => [recipient.email, recipient.name || '']);
+
+    const csv = [headers.join(','), exampleRow.join(',')].join('\n');
+    const blob = new Blob([csv], { type: 'text/csv' });
+    const url = window.URL.createObjectURL(blob);
+
+    const a = Object.assign(document.createElement('a'), {
+      href: url,
+      download: 'template.csv',
+    });
+
+    a.click();
+
+    window.URL.revokeObjectURL(url);
+  };
+
+  const onSubmit = async (values: TBulkSendFormSchema) => {
+    try {
+      const csv = await values.file.text();
+
+      await uploadBulkSend({
+        templateId,
+        teamId: team?.id,
+        csv: csv,
+        sendImmediately: values.sendImmediately,
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(
+          msg`Your bulk send has been initiated. You will receive an email notification upon completion.`,
+        ),
+      });
+
+      form.reset();
+      onSuccess?.();
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'Failed to upload CSV. Please check the file format and try again.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button>
+            <Upload className="mr-2 h-4 w-4" />
+            <Trans>Bulk Send via CSV</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Bulk Send Template via CSV</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              Upload a CSV file to create multiple documents from this template. Each row represents
+              one document with its recipient details.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+            <div className="bg-muted/70 rounded-lg border p-4">
+              <h3 className="text-sm font-medium">
+                <Trans>CSV Structure</Trans>
+              </h3>
+
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>
+                  For each recipient, provide their email (required) and name (optional) in separate
+                  columns. Download the template CSV below for the correct format.
+                </Trans>
+              </p>
+
+              <p className="mt-4 text-sm">
+                <Trans>Current recipients:</Trans>
+              </p>
+
+              <ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
+                {recipients.map((recipient, index) => (
+                  <li key={index}>
+                    {recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            <div className="flex flex-col gap-y-2">
+              <Button onClick={onDownloadTemplate} variant="outline" type="button">
+                <Trans>Download Template CSV</Trans>
+              </Button>
+
+              <p className="text-muted-foreground text-xs">
+                <Trans>Pre-formatted CSV template with example data.</Trans>
+              </p>
+            </div>
+
+            <FormField
+              control={form.control}
+              name="file"
+              render={({ field: { onChange, value }, fieldState: { error } }) => (
+                <FormItem>
+                  <FormControl>
+                    {!value ? (
+                      <Button asChild variant="outline" className="w-full">
+                        <label className="cursor-pointer">
+                          <input
+                            type="file"
+                            accept=".csv"
+                            className="hidden"
+                            onChange={(e) => {
+                              const file = e.target.files?.[0];
+                              if (file) {
+                                onChange(file);
+                              }
+                            }}
+                            disabled={form.formState.isSubmitting}
+                          />
+                          <Upload className="mr-2 h-4 w-4" />
+                          <Trans>Upload CSV</Trans>
+                        </label>
+                      </Button>
+                    ) : (
+                      <div className="flex h-10 items-center rounded-md border px-3">
+                        <div className="flex flex-1 items-center gap-2">
+                          <FileIcon className="text-muted-foreground h-4 w-4" />
+                          <span className="flex-1 truncate text-sm">{value.name}</span>
+                        </div>
+
+                        <Button
+                          type="button"
+                          variant="link"
+                          className="text-destructive hover:text-destructive p-0 text-xs"
+                          onClick={() => onChange(null)}
+                          disabled={form.formState.isSubmitting}
+                        >
+                          <X className="h-4 w-4" />
+                          <span className="sr-only">
+                            <Trans>Remove</Trans>
+                          </span>
+                        </Button>
+                      </div>
+                    )}
+                  </FormControl>
+
+                  {error && <p className="text-destructive text-sm">{error.message}</p>}
+
+                  <p className="text-muted-foreground text-xs">
+                    <Trans>
+                      Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
+                      template defaults.
+                    </Trans>
+                  </p>
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="sendImmediately"
+              render={({ field }) => (
+                <FormItem className="flex items-center space-x-2">
+                  <FormControl>
+                    <div className="flex items-center">
+                      <Checkbox
+                        id="send-immediately"
+                        checked={field.value}
+                        onCheckedChange={field.onChange}
+                      />
+
+                      <label
+                        htmlFor="send-immediately"
+                        className="text-muted-foreground ml-2 flex items-center text-sm"
+                      >
+                        <Trans>Send documents to recipients immediately</Trans>
+                      </label>
+                    </div>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter className="mt-4">
+              <Button variant="secondary" onClick={() => form.reset()} type="button">
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={form.formState.isSubmitting}>
+                <Trans>Upload and Process</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};