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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.
100 lines
3.2 KiB
TypeScript
100 lines
3.2 KiB
TypeScript
import { Trans } from '@lingui/macro';
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import { useLingui } from '@lingui/react';
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import { match } from 'ts-pattern';
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import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
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import { RecipientRole } from '@documenso/prisma/client';
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import { Button, Section, Text } from '../components';
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import { TemplateDocumentImage } from './template-document-image';
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export interface TemplateDocumentInviteProps {
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inviterName: string;
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inviterEmail: string;
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documentName: string;
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signDocumentLink: string;
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assetBaseUrl: string;
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role: RecipientRole;
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selfSigner: boolean;
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isTeamInvite: boolean;
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teamName?: string;
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includeSenderDetails?: boolean;
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}
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export const TemplateDocumentInvite = ({
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inviterName,
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documentName,
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signDocumentLink,
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assetBaseUrl,
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role,
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selfSigner,
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isTeamInvite,
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teamName,
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includeSenderDetails,
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}: TemplateDocumentInviteProps) => {
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const { _ } = useLingui();
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const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[role];
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return (
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<>
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<TemplateDocumentImage className="mt-6" assetBaseUrl={assetBaseUrl} />
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<Section>
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<Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
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{selfSigner ? (
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<Trans>
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Please {_(actionVerb).toLowerCase()} your document
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<br />"{documentName}"
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</Trans>
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) : isTeamInvite ? (
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<>
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{includeSenderDetails ? (
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<Trans>
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{inviterName} on behalf of {teamName} has invited you to{' '}
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{_(actionVerb).toLowerCase()}
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</Trans>
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) : (
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<Trans>
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{teamName} has invited you to {_(actionVerb).toLowerCase()}
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</Trans>
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)}
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<br />"{documentName}"
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</>
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) : (
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<Trans>
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{inviterName} has invited you to {_(actionVerb).toLowerCase()}
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<br />"{documentName}"
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</Trans>
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)}
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</Text>
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<Text className="my-1 text-center text-base text-slate-400">
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{match(role)
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.with(RecipientRole.SIGNER, () => <Trans>Continue by signing the document.</Trans>)
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.with(RecipientRole.VIEWER, () => <Trans>Continue by viewing the document.</Trans>)
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.with(RecipientRole.APPROVER, () => <Trans>Continue by approving the document.</Trans>)
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.with(RecipientRole.CC, () => '')
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.exhaustive()}
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</Text>
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<Section className="mb-6 mt-8 text-center">
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<Button
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className="bg-documenso-500 inline-flex items-center justify-center rounded-lg px-6 py-3 text-center text-sm font-medium text-black no-underline"
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href={signDocumentLink}
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>
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{match(role)
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.with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
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.with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
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.with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
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.with(RecipientRole.CC, () => '')
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.exhaustive()}
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</Button>
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</Section>
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</Section>
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</>
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);
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};
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export default TemplateDocumentInvite;
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