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
2024-11-08 13:50:49 +02:00
committed by GitHub
parent f6bcf921d5
commit 23a0537648
99 changed files with 4372 additions and 1037 deletions

View File

@ -46,13 +46,6 @@ export const TemplateDocumentCompleted = ({
</Text>
<Section className="mb-6 mt-8 text-center">
{/* <Button
className="mr-4 inline-flex items-center justify-center rounded-lg border border-solid border-slate-200 px-4 py-2 text-center text-sm font-medium text-black no-underline"
href={reviewLink}
>
<Img src={getAssetUrl('/static/review.png')} className="-mb-1 mr-2 inline h-5 w-5" />
Review
</Button> */}
<Button
className="rounded-lg border border-solid border-slate-200 px-4 py-2 text-center text-sm font-medium text-black no-underline"
href={downloadLink}

View File

@ -18,6 +18,7 @@ export interface TemplateDocumentInviteProps {
selfSigner: boolean;
isTeamInvite: boolean;
teamName?: string;
includeSenderDetails?: boolean;
}
export const TemplateDocumentInvite = ({
@ -29,6 +30,7 @@ export const TemplateDocumentInvite = ({
selfSigner,
isTeamInvite,
teamName,
includeSenderDetails,
}: TemplateDocumentInviteProps) => {
const { _ } = useLingui();
@ -46,10 +48,19 @@ export const TemplateDocumentInvite = ({
<br />"{documentName}"
</Trans>
) : isTeamInvite ? (
<Trans>
{inviterName} on behalf of {teamName} has invited you to {_(actionVerb).toLowerCase()}
<>
{includeSenderDetails ? (
<Trans>
{inviterName} on behalf of {teamName} has invited you to{' '}
{_(actionVerb).toLowerCase()}
</Trans>
) : (
<Trans>
{teamName} has invited you to {_(actionVerb).toLowerCase()}
</Trans>
)}
<br />"{documentName}"
</Trans>
</>
) : (
<Trans>
{inviterName} has invited you to {_(actionVerb).toLowerCase()}

View File

@ -1,15 +1,18 @@
import { Trans } from '@lingui/macro';
import { Link, Section, Text } from '../components';
import { useBranding } from '../providers/branding';
export type TemplateFooterProps = {
isDocument?: boolean;
};
export const TemplateFooter = ({ isDocument = true }: TemplateFooterProps) => {
const branding = useBranding();
return (
<Section>
{isDocument && (
{isDocument && !branding.brandingHidePoweredBy && (
<Text className="my-4 text-base text-slate-400">
<Trans>
This document was sent using{' '}
@ -20,11 +23,24 @@ export const TemplateFooter = ({ isDocument = true }: TemplateFooterProps) => {
</Text>
)}
<Text className="my-8 text-sm text-slate-400">
Documenso, Inc.
<br />
2261 Market Street, #5211, San Francisco, CA 94114, USA
</Text>
{branding.brandingCompanyDetails ? (
<Text className="my-8 text-sm text-slate-400">
{branding.brandingCompanyDetails.split('\n').map((line, idx) => {
return (
<>
{idx > 0 && <br />}
{line}
</>
);
})}
</Text>
) : (
<Text className="my-8 text-sm text-slate-400">
Documenso, Inc.
<br />
2261 Market Street, #5211, San Francisco, CA 94114, USA
</Text>
)}
</Section>
);
};