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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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26
packages/lib/server-only/document/send-completed-email.ts
View File

@ -16,6 +16,7 @@ import { getFile } from '../../universal/upload/get-file';
import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
import { renderCustomEmailTemplate } from '../../utils/render-custom-email-template';
import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
import { teamGlobalSettingsToBranding } from '../../utils/team-global-settings-to-branding';
export interface SendDocumentOptions {
documentId: number;
@ -36,6 +37,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
select: {
id: true,
url: true,
teamGlobalSettings: true,
},
},
},
@ -82,9 +84,17 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
downloadLink: documentOwnerDownloadLink,
});
const branding = document.team?.teamGlobalSettings
? teamGlobalSettingsToBranding(document.team.teamGlobalSettings)
: undefined;
const [html, text] = await Promise.all([
renderEmailWithI18N(template, { lang: document.documentMeta?.language }),
renderEmailWithI18N(template, { lang: document.documentMeta?.language, plainText: true }),
renderEmailWithI18N(template, { lang: document.documentMeta?.language, branding }),
renderEmailWithI18N(template, {
lang: document.documentMeta?.language,
branding,
plainText: true,
}),
]);
await mailer.sendMail({
@ -151,9 +161,17 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
: undefined,
});
const branding = document.team?.teamGlobalSettings
? teamGlobalSettingsToBranding(document.team.teamGlobalSettings)
: undefined;
const [html, text] = await Promise.all([
renderEmailWithI18N(template, { lang: document.documentMeta?.language }),
renderEmailWithI18N(template, { lang: document.documentMeta?.language, plainText: true }),
renderEmailWithI18N(template, { lang: document.documentMeta?.language, branding }),
renderEmailWithI18N(template, {
lang: document.documentMeta?.language,
branding,
plainText: true,
}),
]);
await mailer.sendMail({