Commit Graph

9 Commits

Author SHA1 Message Date
2f86bb523b feat: add template enhancements (#1154)
## Description

General enhancements for templates.

## Changes Made

Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents

Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates

## Testing Performed

Added E2E tests for templates and creating documents from templates
2024-05-10 19:45:19 +07:00
d7a3c40050 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">
2024-05-07 15:04:12 +07:00
b436331d7d fix: improve error log coverage 2024-03-30 14:00:34 +08:00
3c51a1bc3d Merge branch 'main' into feat/public-api 2024-02-26 12:15:33 +11:00
6b8e11b535 fix: template router update 2024-02-26 10:31:24 +11:00
6ee896048e feat: dialog to enter custom recipients for creating document from template 2024-02-20 19:11:12 +00:00
e97b9b4f1c feat: add team templates (#912) 2024-02-08 12:33:20 +11:00
861225b7c4 fix: Prevent users from bypassing document limitations (#898)
## Description

**Fixed document limitation bypassing issues through templates.**
Previously, users could bypass document restrictions by utilizing
templates even after reaching their limitations. This fix ensures that
templates will no longer function as a workaround when users reach their
document limits.

## Changes
1. imported `useLimits` hook on `data-table-templates.tsx`
2. Disabled the 'Use Template' button when the user reaches their limit.
3. Added an Alert Component on top of the templates page to notify users
that they can't use templates anymore because they have reached their
limit.
4. Used `getServerLimits` hook on `template-router` to a condition on
the server.

## Example

![image](https://github.com/documenso/documenso/assets/87828904/275e83ea-ca7b-4b0e-83f4-ac10da9aff6a)

## Issue
Closes #883
2024-02-02 15:48:42 +11:00
31a9127c9e feat: templates 2023-12-14 12:24:56 +11:00