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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.
This commit is contained in:
Lucas Smith
2025-01-28 15:33:32 +11:00
committed by David Nguyen
parent 84b193d99c
commit c9e8a32471
12 changed files with 730 additions and 1 deletions
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14
apps/remix/app/components/tables/templates-table-action-dropdown.tsx
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@ -2,7 +2,7 @@ import { useState } from 'react';
import { Trans } from '@lingui/react/macro';
import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2 } from 'lucide-react';
import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2, Upload } from 'lucide-react';
import { Link } from 'react-router';
import { useSession } from '@documenso/lib/client-only/providers/session';
@ -14,6 +14,7 @@ import {
DropdownMenuTrigger,
} from '@documenso/ui/primitives/dropdown-menu';
import { TemplateBulkSendDialog } from '../dialogs/template-bulk-send-dialog';
import { TemplateDeleteDialog } from '../dialogs/template-delete-dialog';
import { TemplateDirectLinkDialog } from '../dialogs/template-direct-link-dialog';
import { TemplateDuplicateDialog } from '../dialogs/template-duplicate-dialog';
@ -89,6 +90,17 @@ export const TemplatesTableActionDropdown = ({
</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)}