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feat: bulk send templates via csv (#1578)

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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
Download Patch File Download Diff File Expand all files Collapse all files

91
packages/email/templates/bulk-send-complete.tsx Normal file
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import { Trans, msg } from '@lingui/macro';
import { useLingui } from '@lingui/react';
import { Body, Container, Head, Html, Preview, Section, Text } from '../components';
import { TemplateFooter } from '../template-components/template-footer';
export interface BulkSendCompleteEmailProps {
userName: string;
templateName: string;
totalProcessed: number;
successCount: number;
failedCount: number;
errors: string[];
assetBaseUrl?: string;
}
export const BulkSendCompleteEmail = ({
userName,
templateName,
totalProcessed,
successCount,
failedCount,
errors,
}: BulkSendCompleteEmailProps) => {
const { _ } = useLingui();
return (
<Html>
<Head />
<Preview>{_(msg`Bulk send operation complete for template "${templateName}"`)}</Preview>
<Body className="mx-auto my-auto bg-white font-sans">
<Section>
<Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-4 backdrop-blur-sm">
<Section>
<Text className="text-sm">
<Trans>Hi {userName},</Trans>
</Text>
<Text className="text-sm">
<Trans>Your bulk send operation for template "{templateName}" has completed.</Trans>
</Text>
<Text className="text-lg font-semibold">
<Trans>Summary:</Trans>
</Text>
<ul className="my-2 ml-4 list-inside list-disc">
<li>
<Trans>Total rows processed: {totalProcessed}</Trans>
</li>
<li className="mt-1">
<Trans>Successfully created: {successCount}</Trans>
</li>
<li className="mt-1">
<Trans>Failed: {failedCount}</Trans>
</li>
</ul>
{failedCount > 0 && (
<Section className="mt-4">
<Text className="text-lg font-semibold">
<Trans>The following errors occurred:</Trans>
</Text>
<ul className="my-2 ml-4 list-inside list-disc">
{errors.map((error, index) => (
<li key={index} className="text-destructive mt-1 text-sm text-slate-400">
{error}
</li>
))}
</ul>
</Section>
)}
<Text className="text-sm">
<Trans>
You can view the created documents in your dashboard under the "Documents created
from template" section.
</Trans>
</Text>
</Section>
</Container>
<Container className="mx-auto max-w-xl">
<TemplateFooter isDocument={false} />
</Container>
</Section>
</Body>
</Html>
);
};