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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
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@ -14,6 +14,7 @@ import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
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import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
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import { TemplateType } from '~/components/formatter/template-type';
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import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
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import { DataTableActionDropdown } from '../data-table-action-dropdown';
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import { TemplateDirectLinkBadge } from '../template-direct-link-badge';
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@ -111,6 +112,8 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
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<div className="mt-2 flex flex-row space-x-4 sm:mt-0 sm:self-end">
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<TemplateDirectLinkDialogWrapper template={template} />
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<TemplateBulkSendDialog templateId={template.id} recipients={template.recipients} />
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<Button className="w-full" asChild>
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<Link href={`${templateRootPath}/${template.id}/edit`}>
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<LucideEdit className="mr-1.5 h-3.5 w-3.5" />
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@ -5,7 +5,7 @@ import { useState } from 'react';
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import Link from 'next/link';
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import { Trans } from '@lingui/macro';
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import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2 } from 'lucide-react';
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import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2, Upload } from 'lucide-react';
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import { useSession } from 'next-auth/react';
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import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
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@ -17,6 +17,8 @@ import {
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DropdownMenuTrigger,
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} from '@documenso/ui/primitives/dropdown-menu';
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import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
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import { DeleteTemplateDialog } from './delete-template-dialog';
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import { DuplicateTemplateDialog } from './duplicate-template-dialog';
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import { MoveTemplateDialog } from './move-template-dialog';
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@ -86,6 +88,17 @@ export const DataTableActionDropdown = ({
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</DropdownMenuItem>
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)}
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<TemplateBulkSendDialog
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templateId={row.id}
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recipients={row.recipients}
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trigger={
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<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">
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<Upload className="mr-2 h-4 w-4" />
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<Trans>Bulk Send via CSV</Trans>
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</div>
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}
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/>
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<DropdownMenuItem
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disabled={!isOwner && !isTeamTemplate}
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onClick={() => setDeleteDialogOpen(true)}
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