Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2025-11-13 08:13:56 +10:00
Code Issues Packages Projects Releases Wiki Activity

feat: add general template enhancements (#1147)

Browse Source 
## Description

Refactor the "use template" flow

## Changes Made

- Add placeholders for recipients
- Add audit log when document is created
- Trigger DOCUMENT_CREATED webhook when document is created
- Remove role field when using template
- Remove flaky logic when associating template recipients with form
recipients
- Refactor to use `Form` 

### Using template when document has no recipients

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c">

### Using template with recipients 

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9">

### Using template with the send option selected

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea">
This commit is contained in:
David Nguyen
2024-05-07 15:04:12 +07:00
committed by GitHub
parent dc11676d28
commit d7a3c40050
11 changed files with 512 additions and 236 deletions
Download Patch File Download Diff File Expand all files Collapse all files

4
packages/api/v1/implementation.ts
View File

@ -19,7 +19,7 @@ import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recip
import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
import { getFile } from '@documenso/lib/universal/upload/get-file';
import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
@ -286,7 +286,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
const document = await createDocumentFromTemplate({
const document = await createDocumentFromTemplateLegacy({
templateId,
userId: user.id,
teamId: team?.id,