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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>
This commit is contained in:
David Nguyen
GitHub
@ -10,88 +10,94 @@ import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
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import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
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import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
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export type RecipientRoleSelectProps = SelectProps;
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export type RecipientRoleSelectProps = SelectProps & {
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hideCCRecipients?: boolean;
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};
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export const RecipientRoleSelect = forwardRef<HTMLButtonElement, SelectProps>((props, ref) => (
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<Select {...props}>
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<SelectTrigger ref={ref} className="bg-background w-[60px]">
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{/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
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{ROLE_ICONS[props.value as RecipientRole]}
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</SelectTrigger>
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export const RecipientRoleSelect = forwardRef<HTMLButtonElement, RecipientRoleSelectProps>(
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({ hideCCRecipients, ...props }, ref) => (
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<Select {...props}>
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<SelectTrigger ref={ref} className="bg-background w-[60px]">
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{/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
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{ROLE_ICONS[props.value as RecipientRole]}
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</SelectTrigger>
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<SelectContent align="end">
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<SelectItem value={RecipientRole.SIGNER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
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Needs to sign
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<SelectContent align="end">
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<SelectItem value={RecipientRole.SIGNER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
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Needs to sign
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to sign the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to sign the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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</SelectItem>
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<SelectItem value={RecipientRole.APPROVER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
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Needs to approve
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<SelectItem value={RecipientRole.APPROVER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
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Needs to approve
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to approve the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to approve the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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</SelectItem>
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<SelectItem value={RecipientRole.VIEWER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
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Needs to view
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<SelectItem value={RecipientRole.VIEWER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
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Needs to view
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to view the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to view the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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</SelectItem>
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<SelectItem value={RecipientRole.CC}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
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Receives copy
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>
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The recipient is not required to take any action and receives a copy of the document
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after it is completed.
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</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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</SelectContent>
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</Select>
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));
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{!hideCCRecipients && (
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<SelectItem value={RecipientRole.CC}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
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Receives copy
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>
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The recipient is not required to take any action and receives a copy of the
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document after it is completed.
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</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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)}
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</SelectContent>
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</Select>
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),
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);
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RecipientRoleSelect.displayName = 'RecipientRoleSelect';
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