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
This commit is contained in:
David Nguyen
2024-05-10 19:45:19 +07:00
committed by GitHub
parent 8f9c07aa8e
commit 2f86bb523b
38 changed files with 2103 additions and 510 deletions

View File

@@ -26,6 +26,7 @@ import {
DocumentFlowFormContainerFooter,
DocumentFlowFormContainerStep,
} from '../document-flow/document-flow-root';
import { ShowFieldItem } from '../document-flow/show-field-item';
import type { DocumentFlowStep } from '../document-flow/types';
import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '../form/form';
import { useStep } from '../stepper';
@@ -36,15 +37,17 @@ export type AddTemplatePlaceholderRecipientsFormProps = {
documentFlow: DocumentFlowStep;
recipients: Recipient[];
fields: Field[];
isTemplateOwnerEnterprise: boolean;
isEnterprise: boolean;
isDocumentPdfLoaded: boolean;
onSubmit: (_data: TAddTemplatePlacholderRecipientsFormSchema) => void;
};
export const AddTemplatePlaceholderRecipientsFormPartial = ({
documentFlow,
isTemplateOwnerEnterprise,
isEnterprise,
recipients,
fields: _fields,
fields,
isDocumentPdfLoaded,
onSubmit,
}: AddTemplatePlaceholderRecipientsFormProps) => {
const initialId = useId();
@@ -144,6 +147,11 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
return (
<>
<DocumentFlowFormContainerContent>
{isDocumentPdfLoaded &&
fields.map((field, index) => (
<ShowFieldItem key={index} field={field} recipients={recipients} />
))}
<AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
<Form {...form}>
<div className="flex w-full flex-col gap-y-2">
@@ -209,7 +217,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
)}
/>
{showAdvancedSettings && isTemplateOwnerEnterprise && (
{showAdvancedSettings && isEnterprise && (
<FormField
control={form.control}
name={`signers.${index}.actionAuth`}
@@ -294,7 +302,7 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
</Button>
</div>
{!alwaysShowAdvancedSettings && isTemplateOwnerEnterprise && (
{!alwaysShowAdvancedSettings && isEnterprise && (
<div className="mt-4 flex flex-row items-center">
<Checkbox
id="showAdvancedRecipientSettings"