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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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16
packages/email/templates/document-created-from-direct-template.tsx
View File

@ -4,6 +4,7 @@ import { useLingui } from '@lingui/react';
import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
import { Body, Button, Container, Head, Html, Img, Preview, Section, Text } from '../components';
import { useBranding } from '../providers/branding';
import TemplateDocumentImage from '../template-components/template-document-image';
import { TemplateFooter } from '../template-components/template-footer';
import { RecipientRole } from '.prisma/client';
@ -24,6 +25,7 @@ export const DocumentCreatedFromDirectTemplateEmailTemplate = ({
assetBaseUrl = 'http://localhost:3002',
}: DocumentCompletedEmailTemplateProps) => {
const { _ } = useLingui();
const branding = useBranding();
const action = _(RECIPIENT_ROLES_DESCRIPTION[recipientRole].actioned).toLowerCase();
@ -42,11 +44,15 @@ export const DocumentCreatedFromDirectTemplateEmailTemplate = ({
<Section className="bg-white">
<Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-2 backdrop-blur-sm">
<Section className="p-2">
<Img
src={getAssetUrl('/static/logo.png')}
alt="Documenso Logo"
className="mb-4 h-6"
/>
{branding.brandingEnabled && branding.brandingLogo ? (
<Img src={branding.brandingLogo} alt="Branding Logo" className="mb-4 h-6" />
) : (
<Img
src={getAssetUrl('/static/logo.png')}
alt="Documenso Logo"
className="mb-4 h-6"
/>
)}
<TemplateDocumentImage className="mt-6" assetBaseUrl={assetBaseUrl} />