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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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14
packages/lib/server-only/team/delete-team-email.ts
View File

@ -11,6 +11,7 @@ import { prisma } from '@documenso/prisma';
import { getI18nInstance } from '../../client-only/providers/i18n.server';
import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
import { teamGlobalSettingsToBranding } from '../../utils/team-global-settings-to-branding';
export type DeleteTeamEmailOptions = {
userId: number;
@ -54,6 +55,7 @@ export const deleteTeamEmail = async ({ userId, userEmail, teamId }: DeleteTeamE
email: true,
},
},
teamGlobalSettings: true,
},
});
@ -77,12 +79,18 @@ export const deleteTeamEmail = async ({ userId, userEmail, teamId }: DeleteTeamE
teamUrl: team.url,
});
const branding = team.teamGlobalSettings
? teamGlobalSettingsToBranding(team.teamGlobalSettings)
: undefined;
const lang = team.teamGlobalSettings?.documentLanguage;
const [html, text] = await Promise.all([
renderEmailWithI18N(template),
renderEmailWithI18N(template, { plainText: true }),
renderEmailWithI18N(template, { lang, branding }),
renderEmailWithI18N(template, { lang, branding, plainText: true }),
]);
const i18n = await getI18nInstance();
const i18n = await getI18nInstance(lang);
await mailer.sendMail({
to: {