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feat: add global settings for teams (#1391)

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## 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
2024-11-08 13:50:49 +02:00
committed by GitHub
parent f6bcf921d5
commit 23a0537648
99 changed files with 4372 additions and 1037 deletions
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18
apps/web/src/components/(teams)/settings/layout/mobile-nav.tsx
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@ -6,7 +6,7 @@ import Link from 'next/link';
import { useParams, usePathname } from 'next/navigation';
import { Trans } from '@lingui/macro';
import { Braces, CreditCard, Globe2Icon, Key, User, Webhook } from 'lucide-react';
import { Braces, CreditCard, Globe2Icon, Key, Settings2, User, Webhook } from 'lucide-react';
import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
@ -26,6 +26,7 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
const teamUrl = typeof params?.teamUrl === 'string' ? params?.teamUrl : '';
const settingsPath = `/t/${teamUrl}/settings`;
const preferencesPath = `/t/${teamUrl}/preferences`;
const publicProfilePath = `/t/${teamUrl}/settings/public-profile`;
const membersPath = `/t/${teamUrl}/settings/members`;
const tokensPath = `/t/${teamUrl}/settings/tokens`;
@ -52,6 +53,21 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
</Button>
</Link>
<Link href={preferencesPath}>
<Button
variant="ghost"
className={cn(
'w-full justify-start',
pathname?.startsWith(preferencesPath) &&
pathname.split('/').length === 4 &&
'bg-secondary',
)}
>
<Settings2 className="mr-2 h-5 w-5" />
<Trans>Preferences</Trans>
</Button>
</Link>
{isPublicProfileEnabled && (
<Link href={publicProfilePath}>
<Button