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feat: add global settings for teams (#1391)
## Description This PR introduces global settings for teams. At the moment, it allows team admins to configure the following: * The default visibility of the documents uploaded to the team account * Whether to include the document owner (sender) details when sending emails to the recipients. ### Include Sender Details If the Sender Details setting is enabled, the emails sent by the team will include the sender's name: > "Example User" on behalf of "Example Team" has invited you to sign "document.pdf" Otherwise, the email will say: > "Example Team" has invited you to sign "document.pdf" ### Default Document Visibility This new option allows users to set the default visibility for the documents uploaded to the team account. It can have the following values: * Everyone * Manager and above * Admins only If the default document visibility isn't set, the document will be set to the role of the user who created the document: * If a user with the "User" role creates a document, the document's visibility is set to "Everyone". * Manager role -> "Manager and above" * Admin role -> "Admins only" Otherwise, if there is a default document visibility value, it uses that value. #### Gotcha To avoid issues, the `document owner` and the `recipient` can access the document irrespective of their role. For example: * If a team member with the role "Member" uploads a document and the default document visibility is "Admins", only the document owner and admins can access the document. * Similar to the other scenarios. * If an admin uploads a document and the default document visibility is "Admins", the recipient can access the document. * The admins have access to all the documents. * Managers have access to documents with the visibility set to "Everyone" and "Manager and above" * Members have access only to the documents with the visibility set to "Everyone". ## Testing Performed Tested it locally.
This commit is contained in:
Catalin Pit
GitHub
@ -74,7 +74,7 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
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const isRecipient = document?.Recipient.find((recipient) => recipient.email === user.email);
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let canAccessDocument = true;
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if (team && !isRecipient) {
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if (team && !isRecipient && document?.userId !== user.id) {
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canAccessDocument = match([documentVisibility, currentTeamMemberRole])
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.with([DocumentVisibility.EVERYONE, TeamMemberRole.ADMIN], () => true)
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.with([DocumentVisibility.EVERYONE, TeamMemberRole.MANAGER], () => true)
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@ -55,7 +55,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
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const isRecipient = document?.Recipient.find((recipient) => recipient.email === user.email);
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let canAccessDocument = true;
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if (!isRecipient) {
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if (!isRecipient && document?.userId !== user.id) {
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canAccessDocument = match([documentVisibility, currentTeamMemberRole])
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.with([DocumentVisibility.EVERYONE, TeamMemberRole.ADMIN], () => true)
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.with([DocumentVisibility.EVERYONE, TeamMemberRole.MANAGER], () => true)
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@ -52,7 +52,13 @@ export default async function TeamsSettingsPage({ params }: TeamsSettingsPagePro
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<AvatarImageForm className="mb-8" team={team} user={session.user} />
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<UpdateTeamForm teamId={team.id} teamName={team.name} teamUrl={team.url} />
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<UpdateTeamForm
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teamId={team.id}
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teamName={team.name}
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teamUrl={team.url}
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documentVisibility={team.teamGlobalSettings?.documentVisibility}
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includeSenderDetails={team.teamGlobalSettings?.includeSenderDetails}
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/>
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<section className="mt-6 space-y-6">
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{(team.teamEmail || team.emailVerification) && (
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@ -0,0 +1,319 @@
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'use client';
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import { useEffect, useState } from 'react';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { Trans, msg } from '@lingui/macro';
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import { useLingui } from '@lingui/react';
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import { Loader } from 'lucide-react';
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import { useForm } from 'react-hook-form';
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import { z } from 'zod';
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import { getFile } from '@documenso/lib/universal/upload/get-file';
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import { putFile } from '@documenso/lib/universal/upload/put-file';
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import type { Team, TeamGlobalSettings } from '@documenso/prisma/client';
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import { trpc } from '@documenso/trpc/react';
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import { cn } from '@documenso/ui/lib/utils';
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import { Button } from '@documenso/ui/primitives/button';
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import {
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Form,
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FormControl,
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FormDescription,
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FormField,
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FormItem,
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FormLabel,
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} from '@documenso/ui/primitives/form/form';
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import { Input } from '@documenso/ui/primitives/input';
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import { Switch } from '@documenso/ui/primitives/switch';
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import { Textarea } from '@documenso/ui/primitives/textarea';
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import { useToast } from '@documenso/ui/primitives/use-toast';
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const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
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const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
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const ZTeamBrandingPreferencesFormSchema = z.object({
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brandingEnabled: z.boolean(),
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brandingLogo: z
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.instanceof(File)
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.refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
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.refine(
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(file) => ACCEPTED_FILE_TYPES.includes(file.type),
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'Only .jpg, .png, and .webp files are accepted',
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)
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.nullish(),
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brandingUrl: z.string().url().optional().or(z.literal('')),
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brandingCompanyDetails: z.string().max(500).optional(),
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});
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type TTeamBrandingPreferencesFormSchema = z.infer<typeof ZTeamBrandingPreferencesFormSchema>;
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export type TeamBrandingPreferencesFormProps = {
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team: Team;
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settings?: TeamGlobalSettings | null;
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};
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export function TeamBrandingPreferencesForm({ team, settings }: TeamBrandingPreferencesFormProps) {
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const { _ } = useLingui();
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const { toast } = useToast();
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const [previewUrl, setPreviewUrl] = useState<string>('');
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const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
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const { mutateAsync: updateTeamBrandingSettings } =
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trpc.team.updateTeamBrandingSettings.useMutation();
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const form = useForm<TTeamBrandingPreferencesFormSchema>({
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defaultValues: {
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brandingEnabled: settings?.brandingEnabled ?? false,
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brandingUrl: settings?.brandingUrl ?? '',
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brandingLogo: undefined,
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brandingCompanyDetails: settings?.brandingCompanyDetails ?? '',
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},
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resolver: zodResolver(ZTeamBrandingPreferencesFormSchema),
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});
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const isBrandingEnabled = form.watch('brandingEnabled');
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const onSubmit = async (data: TTeamBrandingPreferencesFormSchema) => {
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try {
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const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails } = data;
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let uploadedBrandingLogo = settings?.brandingLogo;
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if (brandingLogo) {
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uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
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}
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if (brandingLogo === null) {
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uploadedBrandingLogo = '';
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}
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await updateTeamBrandingSettings({
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teamId: team.id,
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settings: {
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brandingEnabled,
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brandingLogo: uploadedBrandingLogo,
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brandingUrl,
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brandingCompanyDetails,
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},
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});
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toast({
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title: _(msg`Branding preferences updated`),
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description: _(msg`Your branding preferences have been updated`),
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});
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} catch (err) {
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toast({
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title: _(msg`Something went wrong`),
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description: _(
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msg`We were unable to update your branding preferences at this time, please try again later`,
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),
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variant: 'destructive',
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});
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}
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};
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useEffect(() => {
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if (settings?.brandingLogo) {
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const file = JSON.parse(settings.brandingLogo);
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if ('type' in file && 'data' in file) {
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void getFile(file).then((binaryData) => {
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const objectUrl = URL.createObjectURL(new Blob([binaryData]));
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setPreviewUrl(objectUrl);
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setHasLoadedPreview(true);
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});
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return;
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}
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}
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setHasLoadedPreview(true);
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}, [settings?.brandingLogo]);
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// Cleanup ObjectURL on unmount or when previewUrl changes
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useEffect(() => {
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return () => {
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if (previewUrl.startsWith('blob:')) {
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URL.revokeObjectURL(previewUrl);
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}
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};
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}, [previewUrl]);
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return (
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<Form {...form}>
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<form onSubmit={form.handleSubmit(onSubmit)}>
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<fieldset
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className="flex h-full max-w-xl flex-col gap-y-4"
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disabled={form.formState.isSubmitting}
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>
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<FormField
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control={form.control}
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name="brandingEnabled"
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render={({ field }) => (
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<FormItem className="flex-1">
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<FormLabel>Enable Custom Branding</FormLabel>
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<div>
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<FormControl>
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<Switch
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ref={field.ref}
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name={field.name}
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checked={field.value}
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onCheckedChange={field.onChange}
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/>
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</FormControl>
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</div>
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<FormDescription>
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<Trans>Enable custom branding for all documents in this team.</Trans>
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</FormDescription>
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</FormItem>
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)}
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/>
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<div className="relative flex w-full flex-col gap-y-4">
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{!isBrandingEnabled && <div className="bg-background/60 absolute inset-0 z-[9999]" />}
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<FormField
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control={form.control}
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name="brandingLogo"
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render={({ field: { value: _value, onChange, ...field } }) => (
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<FormItem className="flex-1">
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<FormLabel>Branding Logo</FormLabel>
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<div className="flex flex-col gap-4">
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<div className="border-border bg-background relative h-48 w-full overflow-hidden rounded-lg border">
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{previewUrl ? (
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<img
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src={previewUrl}
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alt="Logo preview"
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className="h-full w-full object-contain p-4"
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/>
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) : (
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<div className="bg-muted/20 dark:bg-muted text-muted-foreground relative flex h-full w-full items-center justify-center text-sm">
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Please upload a logo
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{!hasLoadedPreview && (
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<div className="bg-muted dark:bg-muted absolute inset-0 z-[999] flex items-center justify-center">
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<Loader className="text-muted-foreground h-8 w-8 animate-spin" />
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</div>
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)}
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</div>
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)}
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</div>
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<div className="relative">
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<FormControl className="relative">
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<Input
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type="file"
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accept={ACCEPTED_FILE_TYPES.join(',')}
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disabled={!isBrandingEnabled}
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onChange={(e) => {
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const file = e.target.files?.[0];
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if (file) {
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if (previewUrl.startsWith('blob:')) {
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URL.revokeObjectURL(previewUrl);
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}
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const objectUrl = URL.createObjectURL(file);
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setPreviewUrl(objectUrl);
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onChange(file);
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}
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}}
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className={cn(
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'h-auto p-2',
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'file:text-primary hover:file:bg-primary/90',
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'file:mr-4 file:cursor-pointer file:rounded-md file:border-0',
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'file:p-2 file:py-2 file:font-medium',
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'file:bg-primary file:text-primary-foreground',
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!isBrandingEnabled && 'cursor-not-allowed',
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)}
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{...field}
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/>
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</FormControl>
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<div className="absolute right-2 top-0 inline-flex h-full items-center justify-center">
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<Button
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type="button"
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variant="link"
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size="sm"
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className="text-destructive text-xs"
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onClick={() => {
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setPreviewUrl('');
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onChange(null);
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}}
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>
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<Trans>Remove</Trans>
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</Button>
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</div>
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</div>
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<FormDescription>
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<Trans>Upload your brand logo (max 5MB, JPG, PNG, or WebP)</Trans>
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</FormDescription>
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</div>
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</FormItem>
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)}
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/>
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<FormField
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control={form.control}
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name="brandingUrl"
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render={({ field }) => (
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<FormItem className="flex-1">
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<FormLabel>Brand Website</FormLabel>
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<FormControl>
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<Input
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type="url"
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placeholder="https://example.com"
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disabled={!isBrandingEnabled}
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{...field}
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/>
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</FormControl>
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<FormDescription>
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<Trans>Your brand website URL</Trans>
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</FormDescription>
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</FormItem>
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)}
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/>
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<FormField
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control={form.control}
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name="brandingCompanyDetails"
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render={({ field }) => (
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<FormItem className="flex-1">
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<FormLabel>Brand Details</FormLabel>
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<FormControl>
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<Textarea
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placeholder={_(msg`Enter your brand details`)}
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className="min-h-[100px] resize-y"
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disabled={!isBrandingEnabled}
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{...field}
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/>
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</FormControl>
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<FormDescription>
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<Trans>Additional brand information to display at the bottom of emails</Trans>
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</FormDescription>
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</FormItem>
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)}
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/>
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</div>
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<div className="flex flex-row justify-end space-x-4">
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<Button type="submit" loading={form.formState.isSubmitting}>
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<Trans>Save</Trans>
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</Button>
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</div>
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</fieldset>
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</form>
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</Form>
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);
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}
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@ -0,0 +1,235 @@
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'use client';
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import { zodResolver } from '@hookform/resolvers/zod';
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import { Trans, msg } from '@lingui/macro';
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import { useLingui } from '@lingui/react';
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import { useSession } from 'next-auth/react';
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import { useForm } from 'react-hook-form';
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import { z } from 'zod';
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import {
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SUPPORTED_LANGUAGES,
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SUPPORTED_LANGUAGE_CODES,
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isValidLanguageCode,
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} from '@documenso/lib/constants/i18n';
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import type { Team, TeamGlobalSettings } from '@documenso/prisma/client';
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import { DocumentVisibility } from '@documenso/prisma/client';
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import { trpc } from '@documenso/trpc/react';
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import { Alert } from '@documenso/ui/primitives/alert';
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import { Button } from '@documenso/ui/primitives/button';
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import {
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Form,
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FormControl,
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FormDescription,
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FormField,
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FormItem,
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FormLabel,
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} from '@documenso/ui/primitives/form/form';
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from '@documenso/ui/primitives/select';
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import { Switch } from '@documenso/ui/primitives/switch';
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import { useToast } from '@documenso/ui/primitives/use-toast';
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const ZTeamDocumentPreferencesFormSchema = z.object({
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documentVisibility: z.nativeEnum(DocumentVisibility),
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documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES),
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includeSenderDetails: z.boolean(),
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});
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|
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type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
|
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|
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export type TeamDocumentPreferencesFormProps = {
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team: Team;
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settings?: TeamGlobalSettings | null;
|
||||
};
|
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|
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export const TeamDocumentPreferencesForm = ({
|
||||
team,
|
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settings,
|
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}: TeamDocumentPreferencesFormProps) => {
|
||||
const { _ } = useLingui();
|
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const { toast } = useToast();
|
||||
const { data } = useSession();
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|
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const placeholderEmail = data?.user.email ?? 'user@example.com';
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|
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const { mutateAsync: updateTeamDocumentPreferences } =
|
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trpc.team.updateTeamDocumentSettings.useMutation();
|
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|
||||
const form = useForm<TTeamDocumentPreferencesFormSchema>({
|
||||
defaultValues: {
|
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documentVisibility: settings?.documentVisibility ?? 'EVERYONE',
|
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documentLanguage: isValidLanguageCode(settings?.documentLanguage)
|
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? settings?.documentLanguage
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: 'en',
|
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includeSenderDetails: settings?.includeSenderDetails ?? false,
|
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},
|
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resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
|
||||
});
|
||||
|
||||
const includeSenderDetails = form.watch('includeSenderDetails');
|
||||
|
||||
const onSubmit = async (data: TTeamDocumentPreferencesFormSchema) => {
|
||||
try {
|
||||
const { documentVisibility, documentLanguage, includeSenderDetails } = data;
|
||||
|
||||
await updateTeamDocumentPreferences({
|
||||
teamId: team.id,
|
||||
settings: {
|
||||
documentVisibility,
|
||||
documentLanguage,
|
||||
includeSenderDetails,
|
||||
},
|
||||
});
|
||||
|
||||
toast({
|
||||
title: _(msg`Document preferences updated`),
|
||||
description: _(msg`Your document preferences have been updated`),
|
||||
});
|
||||
} catch (err) {
|
||||
toast({
|
||||
title: _(msg`Something went wrong!`),
|
||||
description: _(
|
||||
msg`We were unable to update your document preferences at this time, please try again later`,
|
||||
),
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<Form {...form}>
|
||||
<form onSubmit={form.handleSubmit(onSubmit)}>
|
||||
<fieldset
|
||||
className="flex h-full max-w-xl flex-col gap-y-4"
|
||||
disabled={form.formState.isSubmitting}
|
||||
>
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="documentVisibility"
|
||||
render={({ field }) => (
|
||||
<FormItem className="flex-1">
|
||||
<FormLabel>
|
||||
<Trans>Default Document Visibility</Trans>
|
||||
</FormLabel>
|
||||
|
||||
<FormControl>
|
||||
<Select {...field} onValueChange={field.onChange}>
|
||||
<SelectTrigger className="bg-background text-muted-foreground">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
|
||||
<SelectContent>
|
||||
<SelectItem value={DocumentVisibility.EVERYONE}>
|
||||
<Trans>Everyone can access and view the document</Trans>
|
||||
</SelectItem>
|
||||
<SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
|
||||
<Trans>Only managers and above can access and view the document</Trans>
|
||||
</SelectItem>
|
||||
<SelectItem value={DocumentVisibility.ADMIN}>
|
||||
<Trans>Only admins can access and view the document</Trans>
|
||||
</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</FormControl>
|
||||
|
||||
<FormDescription>
|
||||
<Trans>Controls the default visibility of an uploaded document.</Trans>
|
||||
</FormDescription>
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="documentLanguage"
|
||||
render={({ field }) => (
|
||||
<FormItem className="flex-1">
|
||||
<FormLabel>
|
||||
<Trans>Default Document Language</Trans>
|
||||
</FormLabel>
|
||||
|
||||
<FormControl>
|
||||
<Select {...field} onValueChange={field.onChange}>
|
||||
<SelectTrigger className="bg-background text-muted-foreground">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
|
||||
<SelectContent>
|
||||
{Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
|
||||
<SelectItem key={code} value={code}>
|
||||
{language.full}
|
||||
</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</FormControl>
|
||||
|
||||
<FormDescription>
|
||||
<Trans>
|
||||
Controls the default language of an uploaded document. This will be used as the
|
||||
language in email communications with the recipients.
|
||||
</Trans>
|
||||
</FormDescription>
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<FormField
|
||||
control={form.control}
|
||||
name="includeSenderDetails"
|
||||
render={({ field }) => (
|
||||
<FormItem className="flex-1">
|
||||
<FormLabel>
|
||||
<Trans>Send on Behalf of Team</Trans>
|
||||
</FormLabel>
|
||||
|
||||
<div>
|
||||
<FormControl className="block">
|
||||
<Switch
|
||||
ref={field.ref}
|
||||
name={field.name}
|
||||
checked={field.value}
|
||||
onCheckedChange={field.onChange}
|
||||
/>
|
||||
</FormControl>
|
||||
</div>
|
||||
|
||||
<div className="pt-2">
|
||||
<div className="text-muted-foreground text-xs font-medium">
|
||||
<Trans>Preview</Trans>
|
||||
</div>
|
||||
|
||||
<Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
|
||||
{includeSenderDetails
|
||||
? _(msg`"${placeholderEmail}" on behalf of "${team.name}" has invited you to sign "example
|
||||
document".`)
|
||||
: _(msg`"${team.name}" has invited you to sign "example document".`)}
|
||||
</Alert>
|
||||
</div>
|
||||
|
||||
<FormDescription>
|
||||
<Trans>
|
||||
Controls the formatting of the message that will be sent when inviting a
|
||||
recipient to sign a document. If a custom message has been provided while
|
||||
configuring the document, it will be used instead.
|
||||
</Trans>
|
||||
</FormDescription>
|
||||
</FormItem>
|
||||
)}
|
||||
/>
|
||||
|
||||
<div className="flex flex-row justify-end space-x-4">
|
||||
<Button type="submit" loading={form.formState.isSubmitting}>
|
||||
<Trans>Save</Trans>
|
||||
</Button>
|
||||
</div>
|
||||
</fieldset>
|
||||
</form>
|
||||
</Form>
|
||||
);
|
||||
};
|
||||
@ -0,0 +1,52 @@
|
||||
import { msg } from '@lingui/macro';
|
||||
import { useLingui } from '@lingui/react';
|
||||
|
||||
import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
|
||||
import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
|
||||
import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
|
||||
|
||||
import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
|
||||
|
||||
import { TeamBrandingPreferencesForm } from './branding-preferences';
|
||||
import { TeamDocumentPreferencesForm } from './document-preferences';
|
||||
|
||||
export type TeamsSettingsPageProps = {
|
||||
params: {
|
||||
teamUrl: string;
|
||||
};
|
||||
};
|
||||
|
||||
export default async function TeamsSettingsPage({ params }: TeamsSettingsPageProps) {
|
||||
await setupI18nSSR();
|
||||
|
||||
const { _ } = useLingui();
|
||||
|
||||
const { teamUrl } = params;
|
||||
|
||||
const session = await getRequiredServerComponentSession();
|
||||
|
||||
const team = await getTeamByUrl({ userId: session.user.id, teamUrl });
|
||||
|
||||
return (
|
||||
<div>
|
||||
<SettingsHeader
|
||||
title={_(msg`Team Preferences`)}
|
||||
subtitle={_(msg`Here you can set preferences and defaults for your team.`)}
|
||||
/>
|
||||
|
||||
<section>
|
||||
<TeamDocumentPreferencesForm team={team} settings={team.teamGlobalSettings} />
|
||||
</section>
|
||||
|
||||
<SettingsHeader
|
||||
title={_(msg`Branding Preferences`)}
|
||||
subtitle={_(msg`Here you can set preferences and defaults for branding.`)}
|
||||
className="mt-8"
|
||||
/>
|
||||
|
||||
<section>
|
||||
<TeamBrandingPreferencesForm team={team} settings={team.teamGlobalSettings} />
|
||||
</section>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user