feat: edit recipients when creating document from template (#953)

https://github.com/documenso/documenso/assets/55143799/85a840e3-4fb4-4c02-ba63-b9626f4cea58

packages/app-tests/e2e/templates/manage-templates.spec.ts

@@ -107,6 +107,8 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
     await page.getByRole('menuitem', { name: 'Delete' }).click();
     await page.getByRole('button', { name: 'Delete' }).click();
     await expect(page.getByText('Template deleted').first()).toBeVisible();
+
+    await page.waitForTimeout(1000);
   }
 
   await unseedTeam(team.url);
@@ -187,15 +189,18 @@ 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();
   await page.waitForURL(/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL('/documents');
   await expect(page.getByRole('main')).toContainText('Showing 1 result');
 
   await page.goto(`${WEBAPP_BASE_URL}/t/${team.url}/templates`);
+  await page.waitForTimeout(1000);
 
   // Use team template.
   await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create Document' }).click();
   await page.waitForURL(/\/t\/.+\/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL(`/t/${team.url}/documents`);

packages/lib/server-only/template/create-document-from-template.ts

@@ -1,14 +1,21 @@
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
-import type { TCreateDocumentFromTemplateMutationSchema } from '@documenso/trpc/server/template-router/schema';
+import type { RecipientRole } from '@documenso/prisma/client';
 
-export type CreateDocumentFromTemplateOptions = TCreateDocumentFromTemplateMutationSchema & {
+export type CreateDocumentFromTemplateOptions = {
+  templateId: number;
   userId: number;
+  recipients?: {
+    name?: string;
+    email: string;
+    role?: RecipientRole;
+  }[];
 };
 
 export const createDocumentFromTemplate = async ({
   templateId,
   userId,
+  recipients,
 }: CreateDocumentFromTemplateOptions) => {
   const template = await prisma.template.findUnique({
     where: {
@@ -64,7 +71,11 @@ export const createDocumentFromTemplate = async ({
     },
 
     include: {
-      Recipient: true,
+      Recipient: {
+        orderBy: {
+          id: 'asc',
+        },
+      },
     },
   });
 
@@ -89,5 +100,34 @@ export const createDocumentFromTemplate = async ({
     }),
   });
 
+  if (recipients && recipients.length > 0) {
+    document.Recipient = await Promise.all(
+      recipients.map(async (recipient, index) => {
+        const existingRecipient = document.Recipient.at(index);
+
+        return await prisma.recipient.upsert({
+          where: {
+            documentId_email: {
+              documentId: document.id,
+              email: existingRecipient?.email ?? recipient.email,
+            },
+          },
+          update: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+          },
+          create: {
+            documentId: document.id,
+            email: recipient.email,
+            name: recipient.name,
+            role: recipient.role,
+            token: nanoid(),
+          },
+        });
+      }),
+    );
+  }
+
   return document;
 };

packages/lib/server-only/template/find-templates.ts

@@ -38,6 +38,7 @@ export const findTemplates = async ({
       include: {
         templateDocumentData: true,
         Field: true,
+        Recipient: true,
       },
       skip: Math.max(page - 1, 0) * perPage,
       orderBy: {

packages/prisma/seed/templates.ts

@@ -2,7 +2,7 @@ import fs from 'node:fs';
 import path from 'node:path';
 
 import { prisma } from '..';
-import { DocumentDataType } from '../client';
+import { DocumentDataType, ReadStatus, RecipientRole, SendStatus, SigningStatus } from '../client';
 
 const examplePdf = fs
   .readFileSync(path.join(__dirname, '../../../assets/example.pdf'))
@@ -28,9 +28,36 @@ export const seedTemplate = async (options: SeedTemplateOptions) => {
   return await prisma.template.create({
     data: {
       title,
-      templateDocumentDataId: documentData.id,
-      userId: userId,
-      teamId,
+      templateDocumentData: {
+        connect: {
+          id: documentData.id,
+        },
+      },
+      User: {
+        connect: {
+          id: userId,
+        },
+      },
+      Recipient: {
+        create: {
+          email: 'recipient.1@documenso.com',
+          name: 'Recipient 1',
+          token: Math.random().toString().slice(2, 7),
+          sendStatus: SendStatus.NOT_SENT,
+          signingStatus: SigningStatus.NOT_SIGNED,
+          readStatus: ReadStatus.NOT_OPENED,
+          role: RecipientRole.SIGNER,
+        },
+      },
+      ...(teamId
+        ? {
+            team: {
+              connect: {
+                id: teamId,
+              },
+            },
+          }
+        : {}),
     },
   });
 };

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

@@ -52,6 +52,7 @@ export const templateRouter = router({
         return await createDocumentFromTemplate({
           templateId,
           userId: ctx.user.id,
+          recipients: input.recipients,
         });
       } catch (err) {
         throw new TRPCError({

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

@@ -1,5 +1,7 @@
 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(),
@@ -8,6 +10,15 @@ export const ZCreateTemplateMutationSchema = z.object({
 
 export const ZCreateDocumentFromTemplateMutationSchema = z.object({
   templateId: z.number(),
+  recipients: z
+    .array(
+      z.object({
+        email: z.string().email(),
+        name: z.string(),
+        role: z.nativeEnum(RecipientRole),
+      }),
+    )
+    .optional(),
 });
 
 export const ZDuplicateTemplateMutationSchema = z.object({