Files
documenso/apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx
T
Catalin Pit baa2c51123 feat: add delegate document ownership option (#2272)
When using an API key created in a team context, the
documents/templates’ owner always defaults to the team API token
creator, rather than the actual uploader.

For example, John creates the API key for the team "Lawyers". Tom and
Maria use the API key to upload documents. All the uploaded documents
are attributed to John.

This makes it impossible to see who actually uploaded a document.

The new feature allows users to enable document ownership delegation
from the organization/team settings.
2025-12-23 22:08:54 +11:00

275 lines
9.0 KiB
TypeScript

import { zodResolver } from '@hookform/resolvers/zod';
import { msg } from '@lingui/core/macro';
import { useLingui } from '@lingui/react';
import { Trans } from '@lingui/react/macro';
import { File as FileIcon, Upload, X } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { z } from 'zod';
import { trpc } from '@documenso/trpc/react';
import { Button } from '@documenso/ui/primitives/button';
import { Checkbox } from '@documenso/ui/primitives/checkbox';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { useCurrentTeam } from '~/providers/team';
const ZBulkSendFormSchema = z.object({
file: z.instanceof(File),
sendImmediately: z.boolean().default(false),
});
type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
export type TemplateBulkSendDialogProps = {
templateId: number;
recipients: Array<{ email: string; name?: string | null }>;
trigger?: React.ReactNode;
onSuccess?: () => void;
};
export const TemplateBulkSendDialog = ({
templateId,
recipients,
trigger,
onSuccess,
}: TemplateBulkSendDialogProps) => {
const { _ } = useLingui();
const { toast } = useToast();
const team = useCurrentTeam();
const form = useForm<TBulkSendFormSchema>({
resolver: zodResolver(ZBulkSendFormSchema),
defaultValues: {
sendImmediately: false,
},
});
const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
const onDownloadTemplate = () => {
const headers = recipients.flatMap((_, index) => [
`recipient_${index + 1}_email`,
`recipient_${index + 1}_name`,
]);
const exampleRow = recipients.flatMap((recipient) => [recipient.email, recipient.name || '']);
const csv = [headers.join(','), exampleRow.join(',')].join('\n');
const blob = new Blob([csv], { type: 'text/csv' });
const url = window.URL.createObjectURL(blob);
const a = Object.assign(document.createElement('a'), {
href: url,
download: 'template.csv',
});
a.click();
window.URL.revokeObjectURL(url);
};
const onSubmit = async (values: TBulkSendFormSchema) => {
try {
const csv = await values.file.text();
await uploadBulkSend({
templateId,
teamId: team?.id,
csv: csv,
sendImmediately: values.sendImmediately,
});
toast({
title: _(msg`Success`),
description: _(
msg`Your bulk send has been initiated. You will receive an email notification upon completion.`,
),
});
form.reset();
onSuccess?.();
} catch (err) {
console.error(err);
toast({
title: _(msg`Error`),
description: _(msg`Failed to upload CSV. Please check the file format and try again.`),
variant: 'destructive',
});
}
};
return (
<Dialog>
<DialogTrigger asChild>
{trigger ?? (
<Button variant="outline">
<Upload className="mr-2 h-4 w-4" />
<Trans>Bulk Send via CSV</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent>
<DialogHeader>
<DialogTitle>
<Trans>Bulk Send Template via CSV</Trans>
</DialogTitle>
<DialogDescription>
<Trans>
Upload a CSV file to create multiple documents from this template. Each row represents
one document with its recipient details.
</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
<div className="rounded-lg border bg-muted/70 p-4">
<h3 className="text-sm font-medium">
<Trans>CSV Structure</Trans>
</h3>
<p className="mt-1 text-sm text-muted-foreground">
<Trans>
For each recipient, provide their email (required) and name (optional) in separate
columns. Download the template CSV below for the correct format.
</Trans>
</p>
<p className="mt-4 text-sm">
<Trans>Current recipients:</Trans>
</p>
<ul className="mt-2 list-inside list-disc text-sm text-muted-foreground">
{recipients.map((recipient, index) => (
<li key={index}>
{recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
</li>
))}
</ul>
</div>
<div className="flex flex-col gap-y-2">
<Button onClick={onDownloadTemplate} variant="outline" type="button">
<Trans>Download Template CSV</Trans>
</Button>
<p className="text-xs text-muted-foreground">
<Trans>Pre-formatted CSV template with example data.</Trans>
</p>
</div>
<FormField
control={form.control}
name="file"
render={({ field: { onChange, value }, fieldState: { error } }) => (
<FormItem>
<FormControl>
{!value ? (
<Button asChild variant="outline" className="w-full">
<label className="cursor-pointer">
<input
type="file"
accept=".csv"
className="hidden"
onChange={(e) => {
const file = e.target.files?.[0];
if (file) {
onChange(file);
}
}}
disabled={form.formState.isSubmitting}
/>
<Upload className="mr-2 h-4 w-4" />
<Trans>Upload CSV</Trans>
</label>
</Button>
) : (
<div className="flex h-10 items-center rounded-md border px-3">
<div className="flex flex-1 items-center gap-2">
<FileIcon className="h-4 w-4 text-muted-foreground" />
<span className="flex-1 truncate text-sm">{value.name}</span>
</div>
<Button
type="button"
variant="link"
className="p-0 text-xs text-destructive hover:text-destructive"
onClick={() => onChange(null)}
disabled={form.formState.isSubmitting}
>
<X className="h-4 w-4" />
<span className="sr-only">
<Trans>Remove</Trans>
</span>
</Button>
</div>
)}
</FormControl>
{error && <p className="text-sm text-destructive">{error.message}</p>}
<p className="text-xs text-muted-foreground">
<Trans>
Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
template defaults.
</Trans>
</p>
</FormItem>
)}
/>
<FormField
control={form.control}
name="sendImmediately"
render={({ field }) => (
<FormItem className="flex items-center space-x-2">
<FormControl>
<div className="flex items-center">
<Checkbox
id="send-immediately"
checked={field.value}
onCheckedChange={field.onChange}
/>
<label
htmlFor="send-immediately"
className="ml-2 flex items-center text-sm text-muted-foreground"
>
<Trans>Send documents to recipients immediately</Trans>
</label>
</div>
</FormControl>
</FormItem>
)}
/>
<DialogFooter className="mt-4">
<Button variant="secondary" onClick={() => form.reset()} type="button">
<Trans>Cancel</Trans>
</Button>
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Upload and Process</Trans>
</Button>
</DialogFooter>
</form>
</Form>
</DialogContent>
</Dialog>
);
};