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feat: add general template enhancements (#1147)

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## 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

18
packages/app-tests/e2e/templates/manage-templates.spec.ts
View File

@ -189,7 +189,14 @@ test('[TEMPLATES]: use template', async ({ page }) => {
// Use personal template.
await page.getByRole('button', { name: 'Use Template' }).click();
await page.getByRole('button', { name: 'Create Document' }).click();
// Enter template values.
await page.getByPlaceholder('recipient.1@documenso.com').click();
await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
await page.getByPlaceholder('Recipient 1').click();
await page.getByPlaceholder('Recipient 1').fill('name');
await page.getByRole('button', { name: 'Create as draft' }).click();
await page.waitForURL(/documents/);
await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
await page.waitForURL('/documents');
@ -200,7 +207,14 @@ test('[TEMPLATES]: use template', async ({ page }) => {
// Use team template.
await page.getByRole('button', { name: 'Use Template' }).click();
await page.getByRole('button', { name: 'Create Document' }).click();
// Enter template values.
await page.getByPlaceholder('recipient.1@documenso.com').click();
await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
await page.getByPlaceholder('Recipient 1').click();
await page.getByPlaceholder('Recipient 1').fill('name');
await page.getByRole('button', { name: 'Create as draft' }).click();
await page.waitForURL(/\/t\/.+\/documents/);
await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
await page.waitForURL(`/t/${team.url}/documents`);