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[PR #1578] [MERGED] feat: bulk send templates via csv #1727

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opened 2026-02-26 20:30:48 +03:00 by kerem · 0 comments

kerem commented

2026-02-26 20:30:48 +03:00

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📋 Pull Request Information

Original PR: https://github.com/documenso/documenso/pull/1578
Author: @Mythie
Created: 1/11/2025
Status: ✅ Merged
Merged: 1/28/2025
Merged by: @Mythie

Base: main ← Head: feat/bulk-send-template-via-csv

📝 Commits (4)

2877aff feat: bulk send templates via csv
fc7bd84 Merge branch 'main' into feat/bulk-send-template-via-csv
04151a4 fix: support new prisma fields and metadata
d4af487 Merge branch 'main' into feat/bulk-send-template-via-csv

📊 Changes

12 files changed (+733 additions, -1 deletions)

View changed files

📝 apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx (+3 -0)
📝 apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx (+14 -1)
➕ apps/web/src/components/templates/template-bulk-send-dialog.tsx (+275 -0)
📝 package-lock.json (+7 -0)
➕ packages/email/templates/bulk-send-complete.tsx (+91 -0)
📝 packages/lib/jobs/client.ts (+2 -0)
➕ packages/lib/jobs/definitions/emails/send-bulk-complete-email.ts (+39 -0)
➕ packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts (+208 -0)
➕ packages/lib/jobs/definitions/internal/bulk-send-template.ts (+37 -0)
📝 packages/lib/package.json (+1 -0)
📝 packages/trpc/server/template-router/router.ts (+48 -0)
📝 packages/trpc/server/template-router/schema.ts (+8 -0)

📄 Description

Description

Implements a bulk send feature allowing users to upload a CSV file to create multiple documents from a template. Includes CSV template generation, background processing, and email notifications.

Changes Made

Added TemplateBulkSendDialog with CSV upload/download functionality
Implemented bulk send job handler using background task system
Created email template for completion notifications
Added bulk send option to template view and actions dropdown
Added CSV parsing with email/name validation

Testing Performed

CSV upload with valid/invalid data
Bulk send with/without immediate sending
Email notifications and error handling
Team context integration
File size and row count limits

Resolves #1550

_{🔄 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/1578 **Author:** [@Mythie](https://github.com/Mythie) **Created:** 1/11/2025 **Status:** ✅ Merged **Merged:** 1/28/2025 **Merged by:** [@Mythie](https://github.com/Mythie) **Base:** `main` ← **Head:** `feat/bulk-send-template-via-csv` --- ### 📝 Commits (4) - [`2877aff`](https://github.com/documenso/documenso/commit/2877affb469d87a51ccdbaedd4dde9a570180aaf) feat: bulk send templates via csv - [`fc7bd84`](https://github.com/documenso/documenso/commit/fc7bd8428e82dc2baa1392ddd5cfdfc42ed8294b) Merge branch 'main' into feat/bulk-send-template-via-csv - [`04151a4`](https://github.com/documenso/documenso/commit/04151a4ee3fe2ec14c3365d918ab2bafd3fe50df) fix: support new prisma fields and metadata - [`d4af487`](https://github.com/documenso/documenso/commit/d4af487fd6d8f55a5a77d060bc55014392df4d3b) Merge branch 'main' into feat/bulk-send-template-via-csv ### 📊 Changes **12 files changed** (+733 additions, -1 deletions) <details> <summary>View changed files</summary> 📝 `apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx` (+3 -0) 📝 `apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx` (+14 -1) ➕ `apps/web/src/components/templates/template-bulk-send-dialog.tsx` (+275 -0) 📝 `package-lock.json` (+7 -0) ➕ `packages/email/templates/bulk-send-complete.tsx` (+91 -0) 📝 `packages/lib/jobs/client.ts` (+2 -0) ➕ `packages/lib/jobs/definitions/emails/send-bulk-complete-email.ts` (+39 -0) ➕ `packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts` (+208 -0) ➕ `packages/lib/jobs/definitions/internal/bulk-send-template.ts` (+37 -0) 📝 `packages/lib/package.json` (+1 -0) 📝 `packages/trpc/server/template-router/router.ts` (+48 -0) 📝 `packages/trpc/server/template-router/schema.ts` (+8 -0) </details> ### 📄 Description ## Description Implements a bulk send feature allowing users to upload a CSV file to create multiple documents from a template. Includes CSV template generation, background processing, and email notifications. <img width="563" alt="image" src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8" /> <img width="578" alt="image" src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9" /> <img width="635" alt="image" src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd" /> ## Changes Made - Added `TemplateBulkSendDialog` with CSV upload/download functionality - Implemented bulk send job handler using background task system - Created email template for completion notifications - Added bulk send option to template view and actions dropdown - Added CSV parsing with email/name validation ## Testing Performed - CSV upload with valid/invalid data - Bulk send with/without immediate sending - Email notifications and error handling - Team context integration - File size and row count limits Resolves #1550 --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>

kerem

2026-02-26 20:30:48 +03:00

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kerem referenced this issue

2026-02-26 20:31:11 +03:00

[PR #1727] [MERGED] fix: direct template redirects #1814

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starred/documenso#1727

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