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

packages/trpc/server/template-router/router.ts

@@ -1,5 +1,8 @@
+import { TRPCError } from '@trpc/server';
+
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { jobs } from '@documenso/lib/jobs/client';
 import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import {
@@ -25,6 +28,7 @@ import type { Document } from '@documenso/prisma/client';
 import { ZGenericSuccessResponse, ZSuccessResponseSchema } from '../document-router/schema';
 import { authenticatedProcedure, maybeAuthenticatedProcedure, router } from '../trpc';
 import {
+  ZBulkSendTemplateMutationSchema,
   ZCreateDocumentFromDirectTemplateRequestSchema,
   ZCreateDocumentFromTemplateRequestSchema,
   ZCreateDocumentFromTemplateResponseSchema,
@@ -414,4 +418,48 @@ export const templateRouter = router({
         userId,
       });
     }),
+
+  /**
+   * @private
+   */
+  uploadBulkSend: authenticatedProcedure
+    .input(ZBulkSendTemplateMutationSchema)
+    .mutation(async ({ ctx, input }) => {
+      const { templateId, teamId, csv, sendImmediately } = input;
+      const { user } = ctx;
+
+      if (csv.length > 4 * 1024 * 1024) {
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'File size exceeds 4MB limit',
+        });
+      }
+
+      const template = await getTemplateById({
+        id: templateId,
+        teamId,
+        userId: user.id,
+      });
+
+      if (!template) {
+        throw new TRPCError({
+          code: 'NOT_FOUND',
+          message: 'Template not found',
+        });
+      }
+
+      await jobs.triggerJob({
+        name: 'internal.bulk-send-template',
+        payload: {
+          userId: user.id,
+          teamId,
+          templateId,
+          csvContent: csv,
+          sendImmediately,
+          requestMetadata: ctx.metadata.requestMetadata,
+        },
+      });
+
+      return { success: true };
+    }),
 });

packages/trpc/server/template-router/schema.ts

@@ -188,6 +188,14 @@ export const ZMoveTemplateToTeamRequestSchema = z.object({
 
 export const ZMoveTemplateToTeamResponseSchema = ZTemplateLiteSchema;
 
+export const ZBulkSendTemplateMutationSchema = z.object({
+  templateId: z.number(),
+  teamId: z.number().optional(),
+  csv: z.string().min(1),
+  sendImmediately: z.boolean(),
+});
+
 export type TCreateTemplateMutationSchema = z.infer<typeof ZCreateTemplateMutationSchema>;
 export type TDuplicateTemplateMutationSchema = z.infer<typeof ZDuplicateTemplateMutationSchema>;
 export type TDeleteTemplateMutationSchema = z.infer<typeof ZDeleteTemplateMutationSchema>;
+export type TBulkSendTemplateMutationSchema = z.infer<typeof ZBulkSendTemplateMutationSchema>;