Commit Graph

24 Commits

Author SHA1 Message Date
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
5df1a6602e fix: refactor search routes (#1529)
Refactor find endpoints to be consistent in terms of input and output.
2024-12-11 19:39:50 +09:00
23a0537648 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.
2024-11-08 22:50:49 +11:00
4fa6dc1e21 feat: add template page (#1395)
Add a template page view to allow users to see more details about a
template at a glance.
2024-11-05 17:36:30 +09:00
e40f47a73c feat: search documents by name or recipient name or recipient email (#1384) 2024-10-08 21:44:02 +11:00
fa6453e811 feat: document visibility (#1262)
Adds the ability to set a visibility scope for documents within teams.
2024-09-17 00:14:16 +10:00
bd40e63392 fix: update document deletion logic (#1100) 2024-04-19 17:37:38 +07:00
0c339b78b6 feat: add teams (#848)
## Description

Add support for teams which will allow users to collaborate on
documents.

Teams features allows users to:

- Create, manage and transfer teams
- Manage team members
- Manage team emails
- Manage a shared team inbox and documents

These changes do NOT include the following, which are planned for a
future release:

- Team templates
- Team API
- Search menu integration

## Testing Performed

- Added E2E tests for general team management
- Added E2E tests to validate document counts

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [X] I have followed the project's coding style guidelines.
2024-02-06 16:16:10 +11:00
7ece6ef239 feat: add recipient roles (#716)
Fixes #705

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-02-02 10:45:02 +11:00
27d8098511 fix: document count period filter (#882)
## Description

Currently the count for the documents table tabs do not display the
correct values when the period filter is applied.

## Changes Made

- Updated `getStats` to support filtering on period

## Testing Performed

- Tested to see if the documents tab count were being filtered based on
the period

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have followed the project's coding style guidelines.
2024-01-31 12:40:37 +11:00
9c1e1f50a8 fix: mask recipient tokens for non-owners 2024-01-20 01:14:34 +00:00
31a9127c9e feat: templates 2023-12-14 12:24:56 +11:00
2068d980ff feat: allow for the deletion of any document (#711)
Allow for the deletion of any document with notifications of document cancellation for pending documents.
2023-12-06 11:11:51 +11:00
8adc44802f feat: copy signing link from avatar stack (#658) 2023-11-17 16:12:47 +11:00
8ae860432d fix: days filter working (#623) 2023-11-06 13:02:21 +11:00
666d682536 fix: remove further references to created column 2023-11-06 13:01:13 +11:00
7b2d3356f2 fix: remove unused code 2023-11-06 13:01:11 +11:00
dfe04018a0 feat: add data table actions 2023-11-06 13:01:11 +11:00
62c4a89521 feat: onepage inbox 2023-11-06 13:01:11 +11:00
a99efdc916 feat: add inbox 2023-11-06 13:01:11 +11:00
0de4fe5883 fix: update types from code review 2023-11-06 13:01:07 +11:00
e1d57e6d29 feat: add recipients avatars on all tables 2023-11-06 13:01:07 +11:00
00a15124be feat: stack recipients avatars on dashboard 2023-11-06 13:01:07 +11:00
159bcade7b wip: refresh design 2023-11-06 13:01:06 +11:00