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[PR #1165] [MERGED] feat: add direct templates links #1438

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opened 2026-02-26 19:33:15 +03:00 by kerem · 0 comments

kerem commented

2026-02-26 19:33:15 +03:00

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📋 Pull Request Information

Original PR: https://github.com/documenso/documenso/pull/1165
Author: @dguyen
Created: 5/18/2024
Status: ✅ Merged
Merged: 6/2/2024
Merged by: @dguyen

Base: main ← Head: feat/direct-templates

📝 Commits (10+)

aa7a002 feat: add direct templates
44b03e6 fix: migration
b2cba7b feat: add template access
3d7efa2 fix: update audit logs
8209fe1 fix: hide non direct fields
d51d180 fix: add tests
a95ebc9 fix: refactor
d19d57b fix: tests
d255822 fix: tests
09198a7 Merge branch 'main' into feat/direct-templates

📊 Changes

71 files changed (+3638 additions, -285 deletions)

View changed files

📝 apps/marketing/src/pages/api/stripe/webhook/index.ts (+2 -0)
📝 apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx (+1 -0)
➕ apps/web/src/app/(dashboard)/templates/[id]/template-direct-link-dialog-wrapper.tsx (+40 -0)
📝 apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx (+29 -11)
📝 apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx (+16 -3)
📝 apps/web/src/app/(dashboard)/templates/data-table-templates.tsx (+69 -13)
➕ apps/web/src/app/(dashboard)/templates/template-direct-link-badge.tsx (+45 -0)
➕ apps/web/src/app/(dashboard)/templates/template-direct-link-dialog.tsx (+448 -0)
📝 apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx (+1 -1)
➕ apps/web/src/app/(recipient)/d/[token]/configure-direct-template.tsx (+158 -0)
➕ apps/web/src/app/(recipient)/d/[token]/direct-template.tsx (+156 -0)
➕ apps/web/src/app/(recipient)/d/[token]/not-found.tsx (+33 -0)
➕ apps/web/src/app/(recipient)/d/[token]/page.tsx (+92 -0)
➕ apps/web/src/app/(recipient)/d/[token]/sign-direct-template.tsx (+278 -0)
➕ apps/web/src/app/(recipient)/d/[token]/signing-auth-page.tsx (+54 -0)
➕ apps/web/src/app/(recipient)/layout.tsx (+38 -0)
📝 apps/web/src/app/(signing)/sign/[token]/complete/page.tsx (+2 -2)
📝 apps/web/src/app/(signing)/sign/[token]/date-field.tsx (+26 -4)
📝 apps/web/src/app/(signing)/sign/[token]/document-auth-provider.tsx (+9 -9)
📝 apps/web/src/app/(signing)/sign/[token]/email-field.tsx (+28 -6)

...and 51 more files

📄 Description

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.

_{🔄 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/1165 **Author:** [@dguyen](https://github.com/dguyen) **Created:** 5/18/2024 **Status:** ✅ Merged **Merged:** 6/2/2024 **Merged by:** [@dguyen](https://github.com/dguyen) **Base:** `main` ← **Head:** `feat/direct-templates` --- ### 📝 Commits (10+) - [`aa7a002`](https://github.com/documenso/documenso/commit/aa7a002649cf4779792e6ed1e6b7a7a6c72cb61b) feat: add direct templates - [`44b03e6`](https://github.com/documenso/documenso/commit/44b03e6b9a03c4bff1f5a3dd85a24b818aa45dc1) fix: migration - [`b2cba7b`](https://github.com/documenso/documenso/commit/b2cba7bdc8e38ab8e331dc775781a91faf0d694e) feat: add template access - [`3d7efa2`](https://github.com/documenso/documenso/commit/3d7efa2faa637022b0a2a6b468d2536a30f3bacc) fix: update audit logs - [`8209fe1`](https://github.com/documenso/documenso/commit/8209fe1eb477a6f32b9852fd024f7f95cc6eadc0) fix: hide non direct fields - [`d51d180`](https://github.com/documenso/documenso/commit/d51d1805d84909e8e6479a8cc033df75f3852aec) fix: add tests - [`a95ebc9`](https://github.com/documenso/documenso/commit/a95ebc9d58f9246dc4fc3051f24999856cfc2f17) fix: refactor - [`d19d57b`](https://github.com/documenso/documenso/commit/d19d57b9c74cbfc95ff70d0dcb3da52eba640f20) fix: tests - [`d255822`](https://github.com/documenso/documenso/commit/d25582288c70dccd8c6112844c48fe0bee4cd438) fix: tests - [`09198a7`](https://github.com/documenso/documenso/commit/09198a73442037af1a651377c9d9104352ac1c3c) Merge branch 'main' into feat/direct-templates ### 📊 Changes **71 files changed** (+3638 additions, -285 deletions) <details> <summary>View changed files</summary> 📝 `apps/marketing/src/pages/api/stripe/webhook/index.ts` (+2 -0) 📝 `apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx` (+1 -0) ➕ `apps/web/src/app/(dashboard)/templates/[id]/template-direct-link-dialog-wrapper.tsx` (+40 -0) 📝 `apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx` (+29 -11) 📝 `apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx` (+16 -3) 📝 `apps/web/src/app/(dashboard)/templates/data-table-templates.tsx` (+69 -13) ➕ `apps/web/src/app/(dashboard)/templates/template-direct-link-badge.tsx` (+45 -0) ➕ `apps/web/src/app/(dashboard)/templates/template-direct-link-dialog.tsx` (+448 -0) 📝 `apps/web/src/app/(dashboard)/templates/use-template-dialog.tsx` (+1 -1) ➕ `apps/web/src/app/(recipient)/d/[token]/configure-direct-template.tsx` (+158 -0) ➕ `apps/web/src/app/(recipient)/d/[token]/direct-template.tsx` (+156 -0) ➕ `apps/web/src/app/(recipient)/d/[token]/not-found.tsx` (+33 -0) ➕ `apps/web/src/app/(recipient)/d/[token]/page.tsx` (+92 -0) ➕ `apps/web/src/app/(recipient)/d/[token]/sign-direct-template.tsx` (+278 -0) ➕ `apps/web/src/app/(recipient)/d/[token]/signing-auth-page.tsx` (+54 -0) ➕ `apps/web/src/app/(recipient)/layout.tsx` (+38 -0) 📝 `apps/web/src/app/(signing)/sign/[token]/complete/page.tsx` (+2 -2) 📝 `apps/web/src/app/(signing)/sign/[token]/date-field.tsx` (+26 -4) 📝 `apps/web/src/app/(signing)/sign/[token]/document-auth-provider.tsx` (+9 -9) 📝 `apps/web/src/app/(signing)/sign/[token]/email-field.tsx` (+28 -6) _...and 51 more files_ </details> ### 📄 Description ## 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. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>

kerem

2026-02-26 19:33:15 +03:00

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kerem referenced this issue

2026-02-26 19:34:04 +03:00

[PR #1438] [MERGED] fix: update docker environment #1630

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