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

@ -17,6 +17,10 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
import type { Recipient } from '@documenso/prisma/client';
import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
import { trpc } from '@documenso/trpc/react';
import type {
TRemovedSignedFieldWithTokenMutationSchema,
TSignFieldWithTokenMutationSchema,
} from '@documenso/trpc/server/field-router/schema';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { SigningFieldContainer } from './signing-field-container';
@ -26,6 +30,8 @@ export type DateFieldProps = {
recipient: Recipient;
dateFormat?: string | null;
timezone?: string | null;
onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
};
export const DateField = ({
@ -33,6 +39,8 @@ export const DateField = ({
recipient,
dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
timezone = DEFAULT_DOCUMENT_TIME_ZONE,
onSignField,
onUnsignField,
}: DateFieldProps) => {
const router = useRouter();
@ -58,12 +66,19 @@ export const DateField = ({
const onSign = async (authOptions?: TRecipientActionAuth) => {
try {
await signFieldWithToken({
const payload: TSignFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
authOptions,
});
};
if (onSignField) {
await onSignField(payload);
return;
}
await signFieldWithToken(payload);
startTransition(() => router.refresh());
} catch (err) {
@ -85,10 +100,17 @@ export const DateField = ({
const onRemove = async () => {
try {
await removeSignedFieldWithToken({
const payload: TRemovedSignedFieldWithTokenMutationSchema = {
token: recipient.token,
fieldId: field.id,
});
};
if (onUnsignField) {
await onUnsignField(payload);
return;
}
await removeSignedFieldWithToken(payload);
startTransition(() => router.refresh());
} catch (err) {