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

@ -0,0 +1,92 @@
import { notFound, redirect } from 'next/navigation';
import { UsersIcon } from 'lucide-react';
import { match } from 'ts-pattern';
import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { DocumentAuthProvider } from '~/app/(signing)/sign/[token]/document-auth-provider';
import { SigningProvider } from '~/app/(signing)/sign/[token]/provider';
import { truncateTitle } from '~/helpers/truncate-title';
import { DirectTemplatePageView } from './direct-template';
import { DirectTemplateAuthPageView } from './signing-auth-page';
export type TemplatesDirectPageProps = {
params: {
token: string;
};
};
export default async function TemplatesDirectPage({ params }: TemplatesDirectPageProps) {
const { token } = params;
if (!token) {
redirect('/');
}
const { user } = await getServerComponentSession();
const template = await getTemplateByDirectLinkToken({
token,
}).catch(() => null);
if (!template || !template.directLink?.enabled) {
notFound();
}
const directTemplateRecipient = template.Recipient.find(
(recipient) => recipient.id === template.directLink?.directTemplateRecipientId,
);
if (!directTemplateRecipient) {
notFound();
}
const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
documentAuth: template.authOptions,
});
// Ensure typesafety when we add more options.
const isAccessAuthValid = match(derivedRecipientAccessAuth)
.with(DocumentAccessAuth.ACCOUNT, () => user !== null)
.with(null, () => true)
.exhaustive();
if (!isAccessAuthValid) {
return <DirectTemplateAuthPageView />;
}
return (
<SigningProvider email={user?.email} fullName={user?.name} signature={user?.signature}>
<DocumentAuthProvider
documentAuthOptions={template.authOptions}
recipient={directTemplateRecipient}
user={user}
>
<div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
<h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
{truncateTitle(template.title)}
</h1>
<div className="text-muted-foreground mb-8 mt-2.5 flex items-center gap-x-2">
<UsersIcon className="h-4 w-4" />
<p className="text-muted-foreground/80">
{template.Recipient.length}{' '}
{template.Recipient.length > 1 ? 'recipients' : 'recipient'}
</p>
</div>
<DirectTemplatePageView
directTemplateRecipient={directTemplateRecipient}
directTemplateToken={template.directLink.token}
template={template}
/>
</div>
</DocumentAuthProvider>
</SigningProvider>
);
}