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

packages/trpc/server/admin-router/router.ts

@@ -102,7 +102,7 @@ export const adminRouter = router({
       try {
         return await sealDocument({ documentId: id, isResealing: true });
       } catch (err) {
-        console.log('resealDocument error', err);
+        console.error('resealDocument error', err);
 
         throw new TRPCError({
           code: 'BAD_REQUEST',
@@ -123,7 +123,7 @@ export const adminRouter = router({
 
       return await deleteUser({ id });
     } catch (err) {
-      console.log(err);
+      console.error(err);
 
       throw new TRPCError({
         code: 'BAD_REQUEST',
@@ -144,7 +144,7 @@ export const adminRouter = router({
           requestMetadata: extractNextApiRequestMetadata(ctx.req),
         });
       } catch (err) {
-        console.log(err);
+        console.error(err);
 
         throw new TRPCError({
           code: 'BAD_REQUEST',

packages/trpc/server/field-router/router.ts

@@ -53,7 +53,7 @@ export const fieldRouter = router({
       const { templateId, fields } = input;
 
       try {
-        await setFieldsForTemplate({
+        return await setFieldsForTemplate({
           userId: ctx.user.id,
           templateId,
           fields: fields.map((field) => ({

packages/trpc/server/recipient-router/router.ts

@@ -46,16 +46,18 @@ export const recipientRouter = router({
     .input(ZAddTemplateSignersMutationSchema)
     .mutation(async ({ input, ctx }) => {
       try {
-        const { templateId, signers } = input;
+        const { templateId, signers, teamId } = input;
 
         return await setRecipientsForTemplate({
           userId: ctx.user.id,
+          teamId,
           templateId,
           recipients: signers.map((signer) => ({
             id: signer.nativeId,
             email: signer.email,
             name: signer.name,
             role: signer.role,
+            actionAuth: signer.actionAuth,
           })),
         });
       } catch (err) {

packages/trpc/server/recipient-router/schema.ts

@@ -34,6 +34,7 @@ export type TAddSignersMutationSchema = z.infer<typeof ZAddSignersMutationSchema
 
 export const ZAddTemplateSignersMutationSchema = z
   .object({
+    teamId: z.number().optional(),
     templateId: z.number(),
     signers: z.array(
       z.object({
@@ -41,6 +42,7 @@ export const ZAddTemplateSignersMutationSchema = z
         email: z.string().email().min(1),
         name: z.string(),
         role: z.nativeEnum(RecipientRole),
+        actionAuth: ZRecipientActionAuthTypesSchema.optional().nullable(),
       }),
     ),
   })

packages/trpc/server/template-router/router.ts

@@ -7,6 +7,8 @@ import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/
 import { createTemplate } from '@documenso/lib/server-only/template/create-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
 import { duplicateTemplate } from '@documenso/lib/server-only/template/duplicate-template';
+import { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
+import { updateTemplateSettings } from '@documenso/lib/server-only/template/update-template-settings';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import type { Document } from '@documenso/prisma/client';
 
@@ -16,6 +18,8 @@ import {
   ZCreateTemplateMutationSchema,
   ZDeleteTemplateMutationSchema,
   ZDuplicateTemplateMutationSchema,
+  ZGetTemplateWithDetailsByIdQuerySchema,
+  ZUpdateTemplateSettingsMutationSchema,
 } from './schema';
 
 export const templateRouter = router({
@@ -123,4 +127,52 @@ export const templateRouter = router({
         });
       }
     }),
+
+  getTemplateWithDetailsById: authenticatedProcedure
+    .input(ZGetTemplateWithDetailsByIdQuerySchema)
+    .query(async ({ input, ctx }) => {
+      try {
+        return await getTemplateWithDetailsById({
+          id: input.id,
+          userId: ctx.user.id,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to find this template. Please try again later.',
+        });
+      }
+    }),
+
+  // Todo: Add API
+  updateTemplateSettings: authenticatedProcedure
+    .input(ZUpdateTemplateSettingsMutationSchema)
+    .mutation(async ({ input, ctx }) => {
+      try {
+        const { templateId, teamId, data, meta } = input;
+
+        const userId = ctx.user.id;
+
+        const requestMetadata = extractNextApiRequestMetadata(ctx.req);
+
+        return await updateTemplateSettings({
+          userId,
+          teamId,
+          templateId,
+          data,
+          meta,
+          requestMetadata,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message:
+            'We were unable to update the settings for this template. Please try again later.',
+        });
+      }
+    }),
 });

packages/trpc/server/template-router/schema.ts

@@ -1,5 +1,11 @@
 import { z } from 'zod';
 
+import { URL_REGEX } from '@documenso/lib/constants/url-regex';
+import {
+  ZDocumentAccessAuthTypesSchema,
+  ZDocumentActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+
 export const ZCreateTemplateMutationSchema = z.object({
   title: z.string().min(1).trim(),
   teamId: z.number().optional(),
@@ -33,10 +39,38 @@ export const ZDeleteTemplateMutationSchema = z.object({
   id: z.number().min(1),
 });
 
+export const ZUpdateTemplateSettingsMutationSchema = z.object({
+  templateId: z.number(),
+  teamId: z.number().min(1).optional(),
+  data: z.object({
+    title: z.string().min(1).optional(),
+    globalAccessAuth: ZDocumentAccessAuthTypesSchema.nullable().optional(),
+    globalActionAuth: ZDocumentActionAuthTypesSchema.nullable().optional(),
+  }),
+  meta: z.object({
+    subject: z.string(),
+    message: z.string(),
+    timezone: z.string(),
+    dateFormat: z.string(),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+        message: 'Please enter a valid URL',
+      }),
+  }),
+});
+
+export const ZGetTemplateWithDetailsByIdQuerySchema = z.object({
+  id: z.number().min(1),
+});
+
 export type TCreateTemplateMutationSchema = z.infer<typeof ZCreateTemplateMutationSchema>;
 export type TCreateDocumentFromTemplateMutationSchema = z.infer<
   typeof ZCreateDocumentFromTemplateMutationSchema
 >;
-
 export type TDuplicateTemplateMutationSchema = z.infer<typeof ZDuplicateTemplateMutationSchema>;
 export type TDeleteTemplateMutationSchema = z.infer<typeof ZDeleteTemplateMutationSchema>;
+export type TGetTemplateWithDetailsByIdQuerySchema = z.infer<
+  typeof ZGetTemplateWithDetailsByIdQuerySchema
+>;