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feat: add direct templates links (#1165)

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## 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
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82
apps/web/src/app/(dashboard)/templates/data-table-templates.tsx
View File

@ -4,32 +4,26 @@ import { useTransition } from 'react';
import Link from 'next/link';
import { AlertTriangle, Loader } from 'lucide-react';
import { AlertTriangle, Globe2Icon, InfoIcon, Link2Icon, Loader, LockIcon } from 'lucide-react';
import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
import type { Recipient, Template } from '@documenso/prisma/client';
import type { FindTemplateRow } from '@documenso/lib/server-only/template/find-templates';
import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
import { DataTable } from '@documenso/ui/primitives/data-table';
import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { LocaleDate } from '~/components/formatter/locale-date';
import { TemplateType } from '~/components/formatter/template-type';
import { DataTableActionDropdown } from './data-table-action-dropdown';
import { DataTableTitle } from './data-table-title';
import { TemplateDirectLinkBadge } from './template-direct-link-badge';
import { UseTemplateDialog } from './use-template-dialog';
type TemplateWithRecipient = Template & {
Recipient: Recipient[];
};
type TemplatesDataTableProps = {
templates: Array<
TemplateWithRecipient & {
team: { id: number; url: string } | null;
}
>;
templates: FindTemplateRow[];
perPage: number;
page: number;
totalPages: number;
@ -48,6 +42,7 @@ export const TemplatesDataTable = ({
teamId,
}: TemplatesDataTableProps) => {
const [isPending, startTransition] = useTransition();
const updateSearchParams = useUpdateSearchParams();
const { remaining } = useLimits();
@ -88,9 +83,70 @@ export const TemplatesDataTable = ({
cell: ({ row }) => <DataTableTitle row={row.original} />,
},
{
header: 'Type',
header: () => (
<div className="flex flex-row items-center">
Type
<Tooltip>
<TooltipTrigger>
<InfoIcon className="mx-2 h-4 w-4" />
</TooltipTrigger>
<TooltipContent className="text-foreground max-w-md space-y-2 !p-0">
<ul className="text-muted-foreground space-y-0.5 divide-y [&>li]:p-4">
<li>
<h2 className="mb-2 flex flex-row items-center font-semibold">
<Globe2Icon className="mr-2 h-5 w-5 text-green-500 dark:text-green-300" />
Public
</h2>
<p>
Public templates are connected to your public profile. Any modifications
to public templates will also appear in your public profile.
</p>
</li>
<li>
<div className="mb-2 flex w-fit flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600">
<Link2Icon className="mr-1 h-3 w-3" />
direct link
</div>
<p>
Direct link templates contain one dynamic recipient placeholder. Anyone
with access to this link can sign the document, and it will then appear on
your documents page.
</p>
</li>
<li>
<h2 className="mb-2 flex flex-row items-center font-semibold">
<LockIcon className="mr-2 h-5 w-5 text-blue-600 dark:text-blue-300" />
{teamId ? 'Team Only' : 'Private'}
</h2>
<p>
{teamId
? 'Team only templates are not linked anywhere and are visible only to your team.'
: 'Private templates can only be modified and viewed by you.'}
</p>
</li>
</ul>
</TooltipContent>
</Tooltip>
</div>
),
accessorKey: 'type',
cell: ({ row }) => <TemplateType type={row.original.type} />,
cell: ({ row }) => (
<div className="flex flex-row items-center">
<TemplateType type="PRIVATE" />
{row.original.directLink?.token && (
<TemplateDirectLinkBadge
className="ml-2"
token={row.original.directLink.token}
enabled={row.original.directLink.enabled}
/>
)}
</div>
),
},
{
header: 'Actions',