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fix: add document visibility to template (#1566)

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Adds the visibility property to templates
This commit is contained in:
Catalin Pit
2025-01-09 01:14:24 +02:00
committed by GitHub
parent 07c852744b
commit 6fc5e565d0
12 changed files with 316 additions and 26 deletions
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43
packages/ui/primitives/template-flow/add-template-settings.tsx
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@ -7,6 +7,7 @@ import { Trans } from '@lingui/macro';
import { useLingui } from '@lingui/react';
import { InfoIcon } from 'lucide-react';
import { useForm } from 'react-hook-form';
import { match } from 'ts-pattern';
import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
import { DOCUMENT_DISTRIBUTION_METHODS } from '@documenso/lib/constants/document';
@ -14,6 +15,7 @@ import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
import { DocumentDistributionMethod, type Field, type Recipient } from '@documenso/prisma/client';
import type { TemplateWithData } from '@documenso/prisma/types/template';
import {
@ -25,6 +27,10 @@ import {
DocumentGlobalAuthActionTooltip,
} from '@documenso/ui/components/document/document-global-auth-action-select';
import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
import {
DocumentVisibilitySelect,
DocumentVisibilityTooltip,
} from '@documenso/ui/components/document/document-visibility-select';
import {
Accordion,
AccordionContent,
@ -66,6 +72,7 @@ export type AddTemplateSettingsFormProps = {
isEnterprise: boolean;
isDocumentPdfLoaded: boolean;
template: TemplateWithData;
currentTeamMemberRole?: TeamMemberRole;
onSubmit: (_data: TAddTemplateSettingsFormSchema) => void;
};
@ -76,6 +83,7 @@ export const AddTemplateSettingsFormPartial = ({
isEnterprise,
isDocumentPdfLoaded,
template,
currentTeamMemberRole,
onSubmit,
}: AddTemplateSettingsFormProps) => {
const { _ } = useLingui();
@ -89,6 +97,7 @@ export const AddTemplateSettingsFormPartial = ({
defaultValues: {
title: template.title,
externalId: template.externalId || undefined,
visibility: template.visibility || '',
globalAccessAuth: documentAuthOption?.globalAccessAuth || undefined,
globalActionAuth: documentAuthOption?.globalActionAuth || undefined,
meta: {
@ -110,6 +119,16 @@ export const AddTemplateSettingsFormPartial = ({
const distributionMethod = form.watch('meta.distributionMethod');
const emailSettings = form.watch('meta.emailSettings');
const canUpdateVisibility = match(currentTeamMemberRole)
.with(TeamMemberRole.ADMIN, () => true)
.with(
TeamMemberRole.MANAGER,
() =>
template.visibility === DocumentVisibility.EVERYONE ||
template.visibility === DocumentVisibility.MANAGER_AND_ABOVE,
)
.otherwise(() => false);
// We almost always want to set the timezone to the user's local timezone to avoid confusion
// when the document is signed.
useEffect(() => {
@ -210,6 +229,30 @@ export const AddTemplateSettingsFormPartial = ({
)}
/>
{currentTeamMemberRole && (
<FormField
control={form.control}
name="visibility"
render={({ field }) => (
<FormItem>
<FormLabel className="flex flex-row items-center">
Document visibility
<DocumentVisibilityTooltip />
</FormLabel>
<FormControl>
<DocumentVisibilitySelect
canUpdateVisibility={canUpdateVisibility}
currentTeamMemberRole={currentTeamMemberRole}
{...field}
onValueChange={field.onChange}
/>
</FormControl>
</FormItem>
)}
/>
)}
<FormField
control={form.control}
name="meta.distributionMethod"