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## 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
140 lines
4.0 KiB
TypeScript
140 lines
4.0 KiB
TypeScript
'use server';
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import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
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import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
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import { prisma } from '@documenso/prisma';
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import type { TemplateMeta } from '@documenso/prisma/client';
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import { AppError, AppErrorCode } from '../../errors/app-error';
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import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
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import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
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export type UpdateTemplateSettingsOptions = {
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userId: number;
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teamId?: number;
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templateId: number;
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data: {
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title?: string;
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globalAccessAuth?: TDocumentAccessAuthTypes | null;
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globalActionAuth?: TDocumentActionAuthTypes | null;
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};
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meta?: Partial<Omit<TemplateMeta, 'id' | 'templateId'>>;
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requestMetadata?: RequestMetadata;
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};
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export const updateTemplateSettings = async ({
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userId,
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teamId,
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templateId,
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meta,
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data,
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}: UpdateTemplateSettingsOptions) => {
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if (!data.title && !data.globalAccessAuth && !data.globalActionAuth) {
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throw new AppError(AppErrorCode.INVALID_BODY, 'Missing data to update');
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}
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const template = await prisma.template.findFirstOrThrow({
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where: {
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id: templateId,
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...(teamId
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? {
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team: {
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id: teamId,
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members: {
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some: {
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userId,
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},
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},
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},
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}
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: {
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userId,
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teamId: null,
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}),
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},
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include: {
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templateMeta: true,
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},
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});
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const { documentAuthOption } = extractDocumentAuthMethods({
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documentAuth: template.authOptions,
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});
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const { templateMeta } = template;
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const isDateSame = (templateMeta?.dateFormat || null) === (meta?.dateFormat || null);
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const isMessageSame = (templateMeta?.message || null) === (meta?.message || null);
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const isPasswordSame = (templateMeta?.password || null) === (meta?.password || null);
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const isSubjectSame = (templateMeta?.subject || null) === (meta?.subject || null);
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const isRedirectUrlSame = (templateMeta?.redirectUrl || null) === (meta?.redirectUrl || null);
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const isTimezoneSame = (templateMeta?.timezone || null) === (meta?.timezone || null);
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// Early return to avoid unnecessary updates.
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if (
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template.title === data.title &&
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data.globalAccessAuth === documentAuthOption.globalAccessAuth &&
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data.globalActionAuth === documentAuthOption.globalActionAuth &&
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isDateSame &&
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isMessageSame &&
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isPasswordSame &&
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isSubjectSame &&
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isRedirectUrlSame &&
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isTimezoneSame
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) {
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return template;
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}
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const documentGlobalAccessAuth = documentAuthOption?.globalAccessAuth ?? null;
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const documentGlobalActionAuth = documentAuthOption?.globalActionAuth ?? null;
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// If the new global auth values aren't passed in, fallback to the current document values.
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const newGlobalAccessAuth =
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data?.globalAccessAuth === undefined ? documentGlobalAccessAuth : data.globalAccessAuth;
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const newGlobalActionAuth =
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data?.globalActionAuth === undefined ? documentGlobalActionAuth : data.globalActionAuth;
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// Check if user has permission to set the global action auth.
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if (newGlobalActionAuth) {
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const isDocumentEnterprise = await isUserEnterprise({
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userId,
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teamId,
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});
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if (!isDocumentEnterprise) {
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throw new AppError(
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AppErrorCode.UNAUTHORIZED,
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'You do not have permission to set the action auth',
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);
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}
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}
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const authOptions = createDocumentAuthOptions({
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globalAccessAuth: newGlobalAccessAuth,
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globalActionAuth: newGlobalActionAuth,
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});
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return await prisma.template.update({
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where: {
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id: templateId,
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},
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data: {
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title: data.title,
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authOptions,
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templateMeta: {
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upsert: {
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where: {
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templateId,
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},
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create: {
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...meta,
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},
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update: {
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...meta,
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},
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},
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},
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},
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});
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};
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