fix: add document visibility to template (#1566)

Adds the visibility property to templates

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

@@ -213,7 +213,7 @@ export const createDocumentFromTemplate = async ({
           globalAccessAuth: templateAuthOptions.globalAccessAuth,
           globalActionAuth: templateAuthOptions.globalActionAuth,
         }),
-        visibility: template.team?.teamGlobalSettings?.documentVisibility,
+        visibility: template.visibility || template.team?.teamGlobalSettings?.documentVisibility,
         documentMeta: {
           create: {
             subject: override?.subject || template.templateMeta?.subject,

packages/lib/server-only/template/find-templates.ts

@@ -1,7 +1,13 @@
+import { match } from 'ts-pattern';
 import type { z } from 'zod';
 
 import { prisma } from '@documenso/prisma';
-import type { Prisma, Template } from '@documenso/prisma/client';
+import {
+  DocumentVisibility,
+  type Prisma,
+  TeamMemberRole,
+  type Template,
+} from '@documenso/prisma/client';
 import {
   DocumentDataSchema,
   FieldSchema,
@@ -12,6 +18,7 @@ import {
   TemplateSchema,
 } from '@documenso/prisma/generated/zod';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { type FindResultResponse, ZFindResultResponse } from '../../types/search-params';
 
 export type FindTemplatesOptions = {
@@ -52,28 +59,58 @@ export const findTemplates = async ({
   page = 1,
   perPage = 10,
 }: FindTemplatesOptions): Promise<TFindTemplatesResponse> => {
-  let whereFilter: Prisma.TemplateWhereInput = {
-    userId,
-    teamId: null,
-    type,
-  };
+  const whereFilter: Prisma.TemplateWhereInput[] = [];
+
+  if (teamId === undefined) {
+    whereFilter.push({ userId, teamId: null });
+  }
 
   if (teamId !== undefined) {
-    whereFilter = {
-      team: {
-        id: teamId,
-        members: {
-          some: {
-            userId,
-          },
-        },
+    const teamMember = await prisma.teamMember.findFirst({
+      where: {
+        userId,
+        teamId,
       },
-    };
+    });
+
+    if (!teamMember) {
+      throw new AppError(AppErrorCode.UNAUTHORIZED, {
+        message: 'You are not a member of this team.',
+      });
+    }
+
+    whereFilter.push(
+      { teamId },
+      {
+        OR: [
+          match(teamMember.role)
+            .with(TeamMemberRole.ADMIN, () => ({
+              visibility: {
+                in: [
+                  DocumentVisibility.EVERYONE,
+                  DocumentVisibility.MANAGER_AND_ABOVE,
+                  DocumentVisibility.ADMIN,
+                ],
+              },
+            }))
+            .with(TeamMemberRole.MANAGER, () => ({
+              visibility: {
+                in: [DocumentVisibility.EVERYONE, DocumentVisibility.MANAGER_AND_ABOVE],
+              },
+            }))
+            .otherwise(() => ({ visibility: DocumentVisibility.EVERYONE })),
+          { userId, teamId },
+        ],
+      },
+    );
   }
 
   const [data, count] = await Promise.all([
     prisma.template.findMany({
-      where: whereFilter,
+      where: {
+        type,
+        AND: whereFilter,
+      },
       include: {
         templateDocumentData: true,
         team: {
@@ -103,7 +140,9 @@ export const findTemplates = async ({
       },
     }),
     prisma.template.count({
-      where: whereFilter,
+      where: {
+        AND: whereFilter,
+      },
     }),
   ]);
 

packages/lib/server-only/template/update-template-settings.ts

@@ -5,7 +5,7 @@ import type { z } from 'zod';
 import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { prisma } from '@documenso/prisma';
-import type { Template, TemplateMeta } from '@documenso/prisma/client';
+import type { DocumentVisibility, Template, TemplateMeta } from '@documenso/prisma/client';
 import { TemplateSchema } from '@documenso/prisma/generated/zod';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
@@ -19,6 +19,7 @@ export type UpdateTemplateSettingsOptions = {
   data: {
     title?: string;
     externalId?: string | null;
+    visibility?: DocumentVisibility;
     globalAccessAuth?: TDocumentAccessAuthTypes | null;
     globalActionAuth?: TDocumentActionAuthTypes | null;
     publicTitle?: string;
@@ -110,6 +111,7 @@ export const updateTemplateSettings = async ({
       title: data.title,
       externalId: data.externalId,
       type: data.type,
+      visibility: data.visibility,
       publicDescription: data.publicDescription,
       publicTitle: data.publicTitle,
       authOptions,