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## 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.
63 lines
1.8 KiB
TypeScript
63 lines
1.8 KiB
TypeScript
import { expect, test } from '@playwright/test';
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import { seedTeam } from '@documenso/prisma/seed/teams';
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import { apiSignin } from '../fixtures/authentication';
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test.describe.configure({ mode: 'parallel' });
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test('[TEAMS]: update the default document visibility in the team global settings', async ({
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page,
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}) => {
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const team = await seedTeam({
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createTeamMembers: 1,
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});
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await apiSignin({
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page,
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email: team.owner.email,
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password: 'password',
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redirectPath: `/t/${team.url}/settings`,
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});
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await page.getByRole('combobox').click();
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await page.getByRole('option', { name: 'Admin' }).click();
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await page.getByRole('button', { name: 'Update team' }).click();
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const toast = page.locator('li[role="status"][data-state="open"]').first();
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await expect(toast).toBeVisible();
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await expect(toast.getByText('Success', { exact: true })).toBeVisible();
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await expect(
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toast.getByText('Your team has been successfully updated.', { exact: true }),
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).toBeVisible();
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});
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test('[TEAMS]: update the sender details in the team global settings', async ({ page }) => {
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const team = await seedTeam({
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createTeamMembers: 1,
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});
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await apiSignin({
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page,
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email: team.owner.email,
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password: 'password',
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redirectPath: `/t/${team.url}/settings`,
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});
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const checkbox = page.getByLabel('Send on Behalf of Team');
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await checkbox.check();
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await expect(checkbox).toBeChecked();
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await page.getByRole('button', { name: 'Update team' }).click();
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const toast = page.locator('li[role="status"][data-state="open"]').first();
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await expect(toast).toBeVisible();
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await expect(toast.getByText('Success', { exact: true })).toBeVisible();
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await expect(
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toast.getByText('Your team has been successfully updated.', { exact: true }),
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).toBeVisible();
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await expect(checkbox).toBeChecked();
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});
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