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