Commit Graph

20 Commits

Author SHA1 Message Date
b4a7f1887d feat: add trpc openapi (#1535) 2024-12-14 01:23:35 +09:00
62806298cf fix: wrong signing invitation message (#1497) 2024-12-02 07:47:11 +11:00
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
f6bcf921d5 feat: add document distribution setting (#1437)
Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.
2024-11-08 13:32:13 +09:00
61ea4971ad fix: custom team email subject (#1450)
Fixed issue where custom email subjects for teams were being ignored.
2024-11-06 22:16:31 +09:00
4dd95016b1 feat: i18n for emails (#1442)
## Description

Support setting a document language that will control the language used
for sending emails to recipients. Additional work has been done to
convert all emails to using our i18n implementation so we can later add
controls for sending other kinds of emails in a users target language.

## Related Issue

N/A

## Changes Made

- Added `<Trans>` and `msg` macros to emails
- Introduced a new `renderEmailWithI18N` utility in the lib package
- Updated all emails to use the `<Tailwind>` component at the top level
due to rendering constraints
- Updated the `i18n.server.tsx` file to not use a top level await

## Testing Performed

- Configured document language and verified emails were sent in the
expected language
- Created a document from a template and verified that the templates
language was transferred to the document
2024-11-05 11:52:54 +11:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
2c9136498c feat: update team email templates. (#1229)
Updates the email templates to include team information when sent
from a team context.
2024-08-20 15:41:19 +10:00
e8d4fe46e5 fix: custom email message for self-signers (#1120) 2024-05-06 09:22:50 +03:00
fceb0eaac9 feat: update emails for self-signer (#1108)
## Description

Updated the email content based on whether the document owner is a
recipient or not.

If the document owner is a recipient (self-signer):
* the email subject will be `Please view/sign/approve your document`
* the email header will be `Please view/sign/approve your document
"<your-doc-title>"`
* the email content will be `You have initiated the document
"<your-doc-title>" that requires you to view/sign/approve it.`

Otherwise:
* the email subject will be `Please view/sign/approve this document`
* the email header will be `<doc-owner> has invited you to
view/sign/approve "<doc-title>"`
* the email content will be `<doc-owner> has invited you to
view/sign/approve the document "<doc-title>".`


## Related Issue

Related to #1091 

## Testing Performed

Tested the feature with a different number of recipients (including and
excluding the document owner - self-signer). Tested both the sending and
resending functionality.

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [ ] 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.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

## UI Screenshots

![CleanShot 2024-04-18 at 12 26
11@2x](https://github.com/documenso/documenso/assets/25515812/ca80f625-befb-4cbc-a541-f2186379d2e8)
![CleanShot 2024-04-18 at 12 27
40@2x](https://github.com/documenso/documenso/assets/25515812/8bcbb6fc-ba98-4fa1-8538-2d062febd27b)
![CleanShot 2024-04-18 at 12 27
53@2x](https://github.com/documenso/documenso/assets/25515812/25d77d98-b5ec-4270-8ffa-43774fe70526)
![CleanShot 2024-04-18 at 12 30
00@2x](https://github.com/documenso/documenso/assets/25515812/a90bb8e3-3ea8-42ff-9971-559b3e81ae6f)


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

## Summary by CodeRabbit

- **New Features**
- Enhanced the document invitation components to support scenarios where
the recipient is also the sender, providing customized email content and
subject lines.
- Introduced new properties in email templates to improve clarity and
relevance based on the user's role in the document signing process.

- **Refactor**
- Updated components to use a more flexible `headerContent` property for
displaying invitation headers, replacing previous individual inviter
details.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 17:45:33 +07:00
306e5ff31f fix: add timeouts to longer transactions 2024-02-22 11:05:49 +00:00
8ebef831ac Merge branch 'main' into feat/add-runtime-env 2024-02-12 12:30:35 +11:00
3a32bc62c5 feat: initial document audit logs implementation (#922)
Added initial implementation of document audit logs.
2024-02-12 12:04:53 +11:00
d13cf743bf Merge branch 'main' into feat/add-runtime-env 2024-02-08 22:06:59 +11:00
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
08f82b23dc fix: update env entries to evaluate at runtime 2024-01-31 22:32:42 +11:00
d451a7acce feat: add next-runtime-env 2024-01-25 10:48:20 +02:00
486b1cbf62 fix: incorrect promise.all usages 2023-12-02 12:43:43 +11:00
f7d8ebb9de feat: enable resend email menu (#496) 2023-11-16 13:08:31 +11:00