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[PR #1147] [MERGED] feat: add general template enhancements #1425

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opened 2026-02-26 19:33:11 +03:00 by kerem · 0 comments

kerem commented

2026-02-26 19:33:11 +03:00

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📋 Pull Request Information

Original PR: https://github.com/documenso/documenso/pull/1147
Author: @dguyen
Created: 5/7/2024
Status: ✅ Merged
Merged: 5/7/2024
Merged by: @dguyen

Base: main ← Head: feat/template-enhancements

📝 Commits (2)

0603a23 feat: add general template enhancements
85a041c Merge branch 'main' into feat/template-enhancements

📊 Changes

11 files changed (+516 additions, -240 deletions)

View changed files

📝 apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx (+1 -1)
📝 apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx (+182 -151)
📝 packages/api/v1/implementation.ts (+2 -2)
📝 packages/app-tests/e2e/templates/manage-templates.spec.ts (+16 -2)
➕ packages/lib/constants/template.ts (+1 -0)
📝 packages/lib/errors/app-error.ts (+21 -0)
➕ packages/lib/server-only/template/create-document-from-template-legacy.ts (+144 -0)
📝 packages/lib/server-only/template/create-document-from-template.ts (+117 -74)
📝 packages/trpc/server/template-router/router.ts (+24 -5)
📝 packages/trpc/server/template-router/schema.ts (+7 -5)
📝 packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx (+1 -0)

📄 Description

Description

Refactor the "use template" flow

Changes Made

Add placeholders for recipients
Add audit log when document is created
Trigger DOCUMENT_CREATED webhook when document is created
Remove role field when using template
Remove flaky logic when associating template recipients with form recipients
Refactor to use Form

Using template when document has no recipients

Using template with recipients

Using template with the send option selected

_{🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.}

## 📋 Pull Request Information **Original PR:** https://github.com/documenso/documenso/pull/1147 **Author:** [@dguyen](https://github.com/dguyen) **Created:** 5/7/2024 **Status:** ✅ Merged **Merged:** 5/7/2024 **Merged by:** [@dguyen](https://github.com/dguyen) **Base:** `main` ← **Head:** `feat/template-enhancements` --- ### 📝 Commits (2) - [`0603a23`](https://github.com/documenso/documenso/commit/0603a23489b16e52e15643e3858a1c2a5a6b694a) feat: add general template enhancements - [`85a041c`](https://github.com/documenso/documenso/commit/85a041cb29fd29ae292e9699a855580485845329) Merge branch 'main' into feat/template-enhancements ### 📊 Changes **11 files changed** (+516 additions, -240 deletions) <details> <summary>View changed files</summary> 📝 `apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx` (+1 -1) 📝 `apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx` (+182 -151) 📝 `packages/api/v1/implementation.ts` (+2 -2) 📝 `packages/app-tests/e2e/templates/manage-templates.spec.ts` (+16 -2) ➕ `packages/lib/constants/template.ts` (+1 -0) 📝 `packages/lib/errors/app-error.ts` (+21 -0) ➕ `packages/lib/server-only/template/create-document-from-template-legacy.ts` (+144 -0) 📝 `packages/lib/server-only/template/create-document-from-template.ts` (+117 -74) 📝 `packages/trpc/server/template-router/router.ts` (+24 -5) 📝 `packages/trpc/server/template-router/schema.ts` (+7 -5) 📝 `packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx` (+1 -0) </details> ### 📄 Description ## Description Refactor the "use template" flow ## Changes Made - Add placeholders for recipients - Add audit log when document is created - Trigger DOCUMENT_CREATED webhook when document is created - Remove role field when using template - Remove flaky logic when associating template recipients with form recipients - Refactor to use `Form` ### Using template when document has no recipients <img width="529" alt="image" src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c"> ### Using template with recipients <img width="529" alt="image" src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9"> ### Using template with the send option selected <img width="529" alt="image" src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea"> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>

kerem

2026-02-26 19:33:11 +03:00

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kerem referenced this issue

2026-02-26 19:34:02 +03:00

[PR #1425] [MERGED] fix: missing signing order when using templates #1622

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starred/documenso#1425

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