Ryan/documenso
1
0
Fork 1
mirror of https://github.com/documenso/documenso.git synced 2025-11-13 08:13:56 +10:00
Code Issues Packages Projects Releases Wiki Activity

feat: add global settings for teams (#1391)

Browse Source 
## 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
Download Patch File Download Diff File Expand all files Collapse all files

40
packages/trpc/server/team-router/router.ts
View File

@ -31,6 +31,8 @@ import { requestTeamOwnershipTransfer } from '@documenso/lib/server-only/team/re
import { resendTeamEmailVerification } from '@documenso/lib/server-only/team/resend-team-email-verification';
import { resendTeamMemberInvitation } from '@documenso/lib/server-only/team/resend-team-member-invitation';
import { updateTeam } from '@documenso/lib/server-only/team/update-team';
import { updateTeamBrandingSettings } from '@documenso/lib/server-only/team/update-team-branding-settings';
import { updateTeamDocumentSettings } from '@documenso/lib/server-only/team/update-team-document-settings';
import { updateTeamEmail } from '@documenso/lib/server-only/team/update-team-email';
import { updateTeamMember } from '@documenso/lib/server-only/team/update-team-member';
import { updateTeamPublicProfile } from '@documenso/lib/server-only/team/update-team-public-profile';
@ -62,6 +64,8 @@ import {
ZRequestTeamOwnerhsipTransferMutationSchema,
ZResendTeamEmailVerificationMutationSchema,
ZResendTeamMemberInvitationMutationSchema,
ZUpdateTeamBrandingSettingsMutationSchema,
ZUpdateTeamDocumentSettingsMutationSchema,
ZUpdateTeamEmailMutationSchema,
ZUpdateTeamMemberMutationSchema,
ZUpdateTeamMutationSchema,
@ -556,6 +560,42 @@ export const teamRouter = router({
} catch (err) {
console.error(err);
throw AppError.parseErrorToTRPCError(err);
}
}),
updateTeamBrandingSettings: authenticatedProcedure
.input(ZUpdateTeamBrandingSettingsMutationSchema)
.mutation(async ({ ctx, input }) => {
const { teamId, settings } = input;
try {
return await updateTeamBrandingSettings({
userId: ctx.user.id,
teamId,
settings,
});
} catch (err) {
console.error(err);
throw AppError.parseErrorToTRPCError(err);
}
}),
updateTeamDocumentSettings: authenticatedProcedure
.input(ZUpdateTeamDocumentSettingsMutationSchema)
.mutation(async ({ ctx, input }) => {
const { teamId, settings } = input;
try {
return await updateTeamDocumentSettings({
userId: ctx.user.id,
teamId,
settings,
});
} catch (err) {
console.error(err);
throw AppError.parseErrorToTRPCError(err);
}
}),