feat: add direct templates links (#1165)

## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
This commit is contained in:
David Nguyen
2024-06-02 15:49:09 +10:00
committed by GitHub
parent c346a3fd6a
commit d11a68fc4c
71 changed files with 3636 additions and 283 deletions

View File

@ -4,10 +4,10 @@ import { useState } from 'react';
import Link from 'next/link';
import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
import { Copy, Edit, MoreHorizontal, Share2Icon, Trash2 } from 'lucide-react';
import { useSession } from 'next-auth/react';
import type { Template } from '@documenso/prisma/client';
import { type FindTemplateRow } from '@documenso/lib/server-only/template/find-templates';
import {
DropdownMenu,
DropdownMenuContent,
@ -18,9 +18,10 @@ import {
import { DeleteTemplateDialog } from './delete-template-dialog';
import { DuplicateTemplateDialog } from './duplicate-template-dialog';
import { TemplateDirectLinkDialog } from './template-direct-link-dialog';
export type DataTableActionDropdownProps = {
row: Template;
row: FindTemplateRow;
templateRootPath: string;
teamId?: number;
};
@ -33,6 +34,7 @@ export const DataTableActionDropdown = ({
const { data: session } = useSession();
const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
const [isTemplateDirectLinkDialogOpen, setTemplateDirectLinkDialogOpen] = useState(false);
const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
if (!session) {
@ -66,6 +68,11 @@ export const DataTableActionDropdown = ({
Duplicate
</DropdownMenuItem>
<DropdownMenuItem onClick={() => setTemplateDirectLinkDialogOpen(true)}>
<Share2Icon className="mr-2 h-4 w-4" />
Direct link
</DropdownMenuItem>
<DropdownMenuItem
disabled={!isOwner && !isTeamTemplate}
onClick={() => setDeleteDialogOpen(true)}
@ -82,6 +89,12 @@ export const DataTableActionDropdown = ({
onOpenChange={setDuplicateDialogOpen}
/>
<TemplateDirectLinkDialog
template={row}
open={isTemplateDirectLinkDialogOpen}
onOpenChange={setTemplateDirectLinkDialogOpen}
/>
<DeleteTemplateDialog
id={row.id}
open={isDeleteDialogOpen}