feat: add direct templates links (#1165)

## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
This commit is contained in:
David Nguyen
2024-06-02 15:49:09 +10:00
committed by GitHub
parent c346a3fd6a
commit d11a68fc4c
71 changed files with 3636 additions and 283 deletions

View File

@@ -6,12 +6,21 @@ import {
ZDocumentActionAuthTypesSchema,
} from '@documenso/lib/types/document-auth';
import { ZSignFieldWithTokenMutationSchema } from '../field-router/schema';
export const ZCreateTemplateMutationSchema = z.object({
title: z.string().min(1).trim(),
teamId: z.number().optional(),
templateDocumentDataId: z.string().min(1),
});
export const ZCreateDocumentFromDirectTemplateMutationSchema = z.object({
directRecipientEmail: z.string().email(),
directTemplateToken: z.string().min(1),
signedFieldValues: z.array(ZSignFieldWithTokenMutationSchema),
templateUpdatedAt: z.date(),
});
export const ZCreateDocumentFromTemplateMutationSchema = z.object({
templateId: z.number(),
teamId: z.number().optional(),
@@ -35,6 +44,20 @@ export const ZDuplicateTemplateMutationSchema = z.object({
teamId: z.number().optional(),
});
export const ZCreateTemplateDirectLinkMutationSchema = z.object({
templateId: z.number().min(1),
directRecipientId: z.number().min(1).optional(),
});
export const ZDeleteTemplateDirectLinkMutationSchema = z.object({
templateId: z.number().min(1),
});
export const ZToggleTemplateDirectLinkMutationSchema = z.object({
templateId: z.number().min(1),
enabled: z.boolean(),
});
export const ZDeleteTemplateMutationSchema = z.object({
id: z.number().min(1),
});