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