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
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@@ -1,6 +1,7 @@
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import { createNextRoute } from '@ts-rest/next';
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import { getServerLimits } from '@documenso/ee/server-only/limits/server';
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import { AppError } from '@documenso/lib/errors/app-error';
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import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
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import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
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import { createDocument } from '@documenso/lib/server-only/document/create-document';
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@@ -19,6 +20,8 @@ import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recip
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import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
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import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
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import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
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import type { CreateDocumentFromTemplateResponse } from '@documenso/lib/server-only/template/create-document-from-template';
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import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
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import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
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import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
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import { getFile } from '@documenso/lib/universal/upload/get-file';
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@@ -351,6 +354,85 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
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};
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}),
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generateDocumentFromTemplate: authenticatedMiddleware(async (args, user, team) => {
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const { body, params } = args;
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const { remaining } = await getServerLimits({ email: user.email, teamId: team?.id });
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if (remaining.documents <= 0) {
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return {
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status: 400,
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body: {
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message: 'You have reached the maximum number of documents allowed for this month',
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},
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};
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}
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const templateId = Number(params.templateId);
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let document: CreateDocumentFromTemplateResponse | null = null;
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try {
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document = await createDocumentFromTemplate({
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templateId,
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userId: user.id,
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teamId: team?.id,
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recipients: body.recipients,
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override: {
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title: body.title,
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...body.meta,
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},
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});
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} catch (err) {
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return AppError.toRestAPIError(err);
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}
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if (body.formValues) {
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const fileName = document.title.endsWith('.pdf') ? document.title : `${document.title}.pdf`;
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const pdf = await getFile(document.documentData);
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const prefilled = await insertFormValuesInPdf({
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pdf: Buffer.from(pdf),
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formValues: body.formValues,
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});
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const newDocumentData = await putPdfFile({
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name: fileName,
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type: 'application/pdf',
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arrayBuffer: async () => Promise.resolve(prefilled),
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});
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await updateDocument({
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documentId: document.id,
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userId: user.id,
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teamId: team?.id,
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data: {
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formValues: body.formValues,
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documentData: {
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connect: {
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id: newDocumentData.id,
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},
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},
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},
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});
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}
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return {
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status: 200,
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body: {
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documentId: document.id,
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recipients: document.Recipient.map((recipient) => ({
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recipientId: recipient.id,
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name: recipient.name,
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email: recipient.email,
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token: recipient.token,
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role: recipient.role,
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})),
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},
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};
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}),
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sendDocument: authenticatedMiddleware(async (args, user, team) => {
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const { id } = args.params;
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