feat: add ability to save documents as template (#2661)

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

@@ -29,6 +29,7 @@ import { getEnvelopeItemsByTokenRoute } from './get-envelope-items-by-token';
 import { getEnvelopesByIdsRoute } from './get-envelopes-by-ids';
 import { redistributeEnvelopeRoute } from './redistribute-envelope';
 import { replaceEnvelopeItemPdfRoute } from './replace-envelope-item-pdf';
+import { saveAsTemplateRoute } from './save-as-template';
 import { setEnvelopeFieldsRoute } from './set-envelope-fields';
 import { setEnvelopeRecipientsRoute } from './set-envelope-recipients';
 import { signEnvelopeFieldRoute } from './sign-envelope-field';
@@ -91,6 +92,7 @@ export const envelopeRouter = router({
   update: updateEnvelopeRoute,
   delete: deleteEnvelopeRoute,
   duplicate: duplicateEnvelopeRoute,
+  saveAsTemplate: saveAsTemplateRoute,
   distribute: distributeEnvelopeRoute,
   redistribute: redistributeEnvelopeRoute,
   signingStatus: signingStatusEnvelopeRoute,

packages/trpc/server/envelope-router/save-as-template.ts

@@ -0,0 +1,39 @@
+import { duplicateEnvelope } from '@documenso/lib/server-only/envelope/duplicate-envelope';
+
+import { authenticatedProcedure } from '../trpc';
+import {
+  ZSaveAsTemplateRequestSchema,
+  ZSaveAsTemplateResponseSchema,
+} from './save-as-template.types';
+
+export const saveAsTemplateRoute = authenticatedProcedure
+  .input(ZSaveAsTemplateRequestSchema)
+  .output(ZSaveAsTemplateResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    const { envelopeId, includeRecipients, includeFields } = input;
+    const { teamId } = ctx;
+
+    ctx.logger.info({
+      input: {
+        envelopeId,
+      },
+    });
+
+    const result = await duplicateEnvelope({
+      userId: ctx.user.id,
+      teamId,
+      id: {
+        type: 'envelopeId',
+        id: envelopeId,
+      },
+      overrides: {
+        duplicateAsTemplate: true,
+        includeRecipients,
+        includeFields,
+      },
+    });
+
+    return {
+      id: result.id,
+    };
+  });

packages/trpc/server/envelope-router/save-as-template.types.ts

@@ -0,0 +1,14 @@
+import { z } from 'zod';
+
+export const ZSaveAsTemplateRequestSchema = z.object({
+  envelopeId: z.string().min(1).describe('The ID of the envelope to save as a template.'),
+  includeRecipients: z.boolean(),
+  includeFields: z.boolean(),
+});
+
+export const ZSaveAsTemplateResponseSchema = z.object({
+  id: z.string().describe('The ID of the newly created template envelope.'),
+});
+
+export type TSaveAsTemplateRequest = z.infer<typeof ZSaveAsTemplateRequestSchema>;
+export type TSaveAsTemplateResponse = z.infer<typeof ZSaveAsTemplateResponseSchema>;