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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
98 lines
3.6 KiB
TypeScript
98 lines
3.6 KiB
TypeScript
'use client';
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import React, { forwardRef } from 'react';
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import type { SelectProps } from '@radix-ui/react-select';
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import { InfoIcon } from 'lucide-react';
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import { RecipientRole } from '@documenso/prisma/client';
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import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
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import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
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import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
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export type RecipientRoleSelectProps = SelectProps;
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export const RecipientRoleSelect = forwardRef<HTMLButtonElement, SelectProps>((props, ref) => (
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<Select {...props}>
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<SelectTrigger ref={ref} className="bg-background w-[60px]">
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{/* eslint-disable-next-line @typescript-eslint/consistent-type-assertions */}
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{ROLE_ICONS[props.value as RecipientRole]}
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</SelectTrigger>
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<SelectContent align="end">
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<SelectItem value={RecipientRole.SIGNER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
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Needs to sign
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to sign the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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<SelectItem value={RecipientRole.APPROVER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
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Needs to approve
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to approve the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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<SelectItem value={RecipientRole.VIEWER}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
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Needs to view
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>The recipient is required to view the document for it to be completed.</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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<SelectItem value={RecipientRole.CC}>
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<div className="flex items-center">
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<div className="flex w-[150px] items-center">
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<span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
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Receives copy
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</div>
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<Tooltip>
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<TooltipTrigger>
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<InfoIcon className="h-4 w-4" />
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</TooltipTrigger>
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<TooltipContent className="text-foreground z-9999 max-w-md p-4">
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<p>
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The recipient is not required to take any action and receives a copy of the document
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after it is completed.
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</p>
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</TooltipContent>
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</Tooltip>
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</div>
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</SelectItem>
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</SelectContent>
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</Select>
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));
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RecipientRoleSelect.displayName = 'RecipientRoleSelect';
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