feat: add general template enhancements (#1147)

## 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">

packages/trpc/server/template-router/router.ts

@@ -1,10 +1,14 @@
 import { TRPCError } from '@trpc/server';
 
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
+import { AppError } from '@documenso/lib/errors/app-error';
+import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createTemplate } from '@documenso/lib/server-only/template/create-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
 import { duplicateTemplate } from '@documenso/lib/server-only/template/duplicate-template';
+import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { Document } from '@documenso/prisma/client';
 
 import { authenticatedProcedure, router } from '../trpc';
 import {
@@ -49,19 +53,34 @@ export const templateRouter = router({
           throw new Error('You have reached your document limit.');
         }
 
-        return await createDocumentFromTemplate({
+        const requestMetadata = extractNextApiRequestMetadata(ctx.req);
+
+        let document: Document = await createDocumentFromTemplate({
           templateId,
           teamId,
           userId: ctx.user.id,
           recipients: input.recipients,
+          requestMetadata,
         });
+
+        if (input.sendDocument) {
+          document = await sendDocument({
+            documentId: document.id,
+            userId: ctx.user.id,
+            teamId,
+            requestMetadata,
+          }).catch((err) => {
+            console.error(err);
+
+            throw new AppError('DOCUMENT_SEND_FAILED');
+          });
+        }
+
+        return document;
       } catch (err) {
         console.error(err);
 
-        throw new TRPCError({
-          code: 'BAD_REQUEST',
-          message: 'We were unable to create this document. Please try again later.',
-        });
+        throw AppError.parseErrorToTRPCError(err);
       }
     }),
 

packages/trpc/server/template-router/schema.ts

@@ -1,7 +1,5 @@
 import { z } from 'zod';
 
-import { RecipientRole } from '@documenso/prisma/client';
-
 export const ZCreateTemplateMutationSchema = z.object({
   title: z.string().min(1).trim(),
   teamId: z.number().optional(),
@@ -14,12 +12,16 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
   recipients: z
     .array(
       z.object({
+        id: z.number(),
         email: z.string().email(),
-        name: z.string(),
-        role: z.nativeEnum(RecipientRole),
+        name: z.string().optional(),
       }),
     )
-    .optional(),
+    .refine((recipients) => {
+      const emails = recipients.map((signer) => signer.email);
+      return new Set(emails).size === emails.length;
+    }, 'Recipients must have unique emails'),
+  sendDocument: z.boolean().optional(),
 });
 
 export const ZDuplicateTemplateMutationSchema = z.object({