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.

packages/lib/server-only/template/create-document-from-direct-template.ts

@@ -40,6 +40,7 @@ import {
   extractDocumentAuthMethods,
 } from '../../utils/document-auth';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
+import { teamGlobalSettingsToBranding } from '../../utils/team-global-settings-to-branding';
 import { formatDocumentsPath } from '../../utils/teams';
 import { sendDocument } from '../document/send-document';
 import { validateFieldAuth } from '../document/validate-field-auth';
@@ -91,6 +92,11 @@ export const createDocumentFromDirectTemplate = async ({
       templateDocumentData: true,
       templateMeta: true,
       User: true,
+      team: {
+        include: {
+          teamGlobalSettings: true,
+        },
+      },
     },
   });
 
@@ -145,7 +151,8 @@ export const createDocumentFromDirectTemplate = async ({
   const metaDateFormat = template.templateMeta?.dateFormat || DEFAULT_DOCUMENT_DATE_FORMAT;
   const metaEmailMessage = template.templateMeta?.message || '';
   const metaEmailSubject = template.templateMeta?.subject || '';
-  const metaLanguage = template.templateMeta?.language;
+  const metaLanguage =
+    template.templateMeta?.language ?? template.team?.teamGlobalSettings?.documentLanguage;
   const metaSigningOrder = template.templateMeta?.signingOrder || DocumentSigningOrder.PARALLEL;
 
   // Associate, validate and map to a query every direct template recipient field with the provided fields.
@@ -237,6 +244,7 @@ export const createDocumentFromDirectTemplate = async ({
         createdAt: initialRequestTime,
         status: DocumentStatus.PENDING,
         externalId: directTemplateExternalId,
+        visibility: template.team?.teamGlobalSettings?.documentVisibility,
         documentDataId: documentData.id,
         authOptions: createDocumentAuthOptions({
           globalAccessAuth: templateAuthOptions.globalAccessAuth,
@@ -534,9 +542,13 @@ export const createDocumentFromDirectTemplate = async ({
       assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000',
     });
 
+    const branding = template.team?.teamGlobalSettings
+      ? teamGlobalSettingsToBranding(template.team.teamGlobalSettings)
+      : undefined;
+
     const [html, text] = await Promise.all([
-      renderEmailWithI18N(emailTemplate, { lang: metaLanguage }),
-      renderEmailWithI18N(emailTemplate, { lang: metaLanguage, plainText: true }),
+      renderEmailWithI18N(emailTemplate, { lang: metaLanguage, branding }),
+      renderEmailWithI18N(emailTemplate, { lang: metaLanguage, branding, plainText: true }),
     ]);
 
     const i18n = await getI18nInstance(metaLanguage);

packages/lib/server-only/template/create-document-from-template-legacy.ts

@@ -47,6 +47,11 @@ export const createDocumentFromTemplateLegacy = async ({
       Field: true,
       templateDocumentData: true,
       templateMeta: true,
+      team: {
+        include: {
+          teamGlobalSettings: true,
+        },
+      },
     },
   });
 
@@ -69,6 +74,7 @@ export const createDocumentFromTemplateLegacy = async ({
       userId,
       teamId: template.teamId,
       title: template.title,
+      visibility: template.team?.teamGlobalSettings?.documentVisibility,
       documentDataId: documentData.id,
       Recipient: {
         create: template.Recipient.map((recipient) => ({
@@ -87,7 +93,8 @@ export const createDocumentFromTemplateLegacy = async ({
           dateFormat: template.templateMeta?.dateFormat,
           redirectUrl: template.templateMeta?.redirectUrl,
           signingOrder: template.templateMeta?.signingOrder ?? undefined,
-          language: template.templateMeta?.language,
+          language:
+            template.templateMeta?.language || template.team?.teamGlobalSettings?.documentLanguage,
         },
       },
     },

packages/lib/server-only/template/create-document-from-template.ts

@@ -110,6 +110,11 @@ export const createDocumentFromTemplate = async ({
       },
       templateDocumentData: true,
       templateMeta: true,
+      team: {
+        include: {
+          teamGlobalSettings: true,
+        },
+      },
     },
   });
 
@@ -171,6 +176,7 @@ export const createDocumentFromTemplate = async ({
           globalAccessAuth: templateAuthOptions.globalAccessAuth,
           globalActionAuth: templateAuthOptions.globalActionAuth,
         }),
+        visibility: template.team?.teamGlobalSettings?.documentVisibility,
         documentMeta: {
           create: {
             subject: override?.subject || template.templateMeta?.subject,
@@ -186,7 +192,10 @@ export const createDocumentFromTemplate = async ({
               override?.signingOrder ||
               template.templateMeta?.signingOrder ||
               DocumentSigningOrder.PARALLEL,
-            language: override?.language || template.templateMeta?.language,
+            language:
+              override?.language ||
+              template.templateMeta?.language ||
+              template.team?.teamGlobalSettings?.documentLanguage,
           },
         },
         Recipient: {