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
This commit is contained in:
Lucas Smith
2025-01-28 15:33:32 +11:00
committed by GitHub
parent 70a3ac0525
commit bcef84787d
12 changed files with 733 additions and 1 deletions

View File

@ -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" />

View File

@ -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)}