## Description
Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.
## General outline
This works by allowing the template owner to configure a "direct
recipient" in the template.
When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:
- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed
## Notes
There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.
---------
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
## 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
## Description
**Fixes issues with mismatching state between document steps.**
For example, editing a recipient and proceeding to the next step may not
display the updated recipient. And going back will display the old
recipient instead of the updated values.
**This PR also improves mutation and query speeds by adding logic to
bypass query invalidation.**
```ts
export const trpc = createTRPCReact<AppRouter>({
unstable_overrides: {
useMutation: {
async onSuccess(opts) {
await opts.originalFn();
// This forces mutations to wait for all the queries on the page to reload, and in
// this case one of the queries is `searchDocument` for the command overlay, which
// on average takes ~500ms. This means that every single mutation must wait for this.
await opts.queryClient.invalidateQueries();
},
},
},
});
```
I've added workarounds to allow us to bypass things such as batching and
invalidating queries. But I think we should instead remove this and
update all the mutations where a query is required for a more optimised
system.
## Example benchmarks
Using stg-app vs this preview there's an average 50% speed increase
across mutations.
**Set signer step:**
Average old speed: ~1100ms
Average new speed: ~550ms
**Set recipient step:**
Average old speed: ~1200ms
Average new speed: ~600ms
**Set fields step:**
Average old speed: ~1200ms
Average new speed: ~600ms
## Related Issue
This will resolve#470
## Changes Made
- Added ability to skip batch queries
- Added a state to store the required document data.
- Refetch the data between steps if/when required
- Optimise mutations and queries
## Checklist
- [X] I have tested these changes locally and they work as expected.
- [X] I have followed the project's coding style guidelines.
---------
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Return the recipient as an array to match the other formats for Zapier.
Otherwise, Zaps with the "DOCUMENT_OPENED" hooks won't work.
All the other webhooks return the "Recipient" field as an array.
