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