2025-01-02 15:33:37 +11:00
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import { msg } from '@lingui/core/macro';
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2024-11-05 11:52:54 +11:00
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import { useLingui } from '@lingui/react';
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2025-01-02 15:33:37 +11:00
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import { Trans } from '@lingui/react/macro';
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2025-03-03 14:49:28 +11:00
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import type { RecipientRole } from '@prisma/client';
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2024-11-05 11:52:54 +11:00
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2024-11-08 00:33:48 +09:00
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import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
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2023-12-02 09:38:24 +11:00
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2024-11-05 11:52:54 +11:00
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import { Body, Container, Head, Hr, Html, Img, Link, Preview, Section, Text } from '../components';
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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 13:50:49 +02:00
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import { useBranding } from '../providers/branding';
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2023-12-02 09:38:24 +11:00
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import type { TemplateDocumentInviteProps } from '../template-components/template-document-invite';
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import { TemplateDocumentInvite } from '../template-components/template-document-invite';
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2023-09-27 15:34:16 +10:00
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import { TemplateFooter } from '../template-components/template-footer';
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2023-08-07 23:10:27 +10:00
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2023-09-20 09:59:42 +00:00
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export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
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customBody?: string;
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2024-02-01 18:45:02 -05:00
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role: RecipientRole;
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2024-04-19 13:45:33 +03:00
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selfSigner?: boolean;
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2024-08-20 05:41:19 +00:00
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isTeamInvite?: boolean;
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teamName?: string;
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teamEmail?: string;
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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 13:50:49 +02:00
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includeSenderDetails?: boolean;
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2023-09-20 09:59:42 +00:00
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};
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2023-06-24 14:59:08 +10:00
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export const DocumentInviteEmailTemplate = ({
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inviterName = 'Lucas Smith',
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2025-03-24 15:55:08 +01:00
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inviterEmail = 'lucas@sign.bls.media',
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2023-06-24 14:59:08 +10:00
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documentName = 'Open Source Pledge.pdf',
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signDocumentLink = 'https://documenso.com',
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assetBaseUrl = 'http://localhost:3002',
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2023-09-20 09:59:42 +00:00
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customBody,
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2024-02-01 18:45:02 -05:00
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role,
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2024-04-19 13:45:33 +03:00
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selfSigner = false,
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2024-08-20 05:41:19 +00:00
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isTeamInvite = false,
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2025-01-02 15:33:37 +11:00
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teamName = '',
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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 13:50:49 +02:00
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includeSenderDetails,
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2023-06-24 14:59:08 +10:00
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}: DocumentInviteEmailTemplateProps) => {
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2024-11-05 11:52:54 +11:00
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const { _ } = useLingui();
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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 13:50:49 +02:00
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const branding = useBranding();
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2024-11-05 11:52:54 +11:00
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2024-11-08 00:33:48 +09:00
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const action = _(RECIPIENT_ROLES_DESCRIPTION[role].actionVerb).toLowerCase();
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2024-02-01 18:45:02 -05:00
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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 13:50:49 +02:00
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let previewText = msg`${inviterName} has invited you to ${action} ${documentName}`;
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if (isTeamInvite) {
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previewText = includeSenderDetails
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2024-12-01 22:47:11 +02:00
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? msg`${inviterName} on behalf of "${teamName}" has invited you to ${action} ${documentName}`
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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 13:50:49 +02:00
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: msg`${teamName} has invited you to ${action} ${documentName}`;
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}
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if (selfSigner) {
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previewText = msg`Please ${action} your document ${documentName}`;
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}
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2023-06-24 14:59:08 +10:00
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const getAssetUrl = (path: string) => {
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return new URL(path, assetBaseUrl).toString();
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};
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return (
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<Html>
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<Head />
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2024-11-05 11:52:54 +11:00
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<Preview>{_(previewText)}</Preview>
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<Body className="mx-auto my-auto bg-white font-sans">
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<Section>
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<Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-4 backdrop-blur-sm">
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<Section>
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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 13:50:49 +02:00
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{branding.brandingEnabled && branding.brandingLogo ? (
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<Img src={branding.brandingLogo} alt="Branding Logo" className="mb-4 h-6" />
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) : (
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<Img
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src={getAssetUrl('/static/logo.png')}
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2025-03-24 15:55:08 +01:00
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alt="BLS sign Logo"
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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 13:50:49 +02:00
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className="mb-4 h-6"
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/>
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)}
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2023-06-24 14:59:08 +10:00
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2024-11-05 11:52:54 +11:00
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<TemplateDocumentInvite
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inviterName={inviterName}
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inviterEmail={inviterEmail}
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documentName={documentName}
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signDocumentLink={signDocumentLink}
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assetBaseUrl={assetBaseUrl}
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role={role}
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selfSigner={selfSigner}
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isTeamInvite={isTeamInvite}
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teamName={teamName}
|
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 13:50:49 +02:00
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includeSenderDetails={includeSenderDetails}
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2024-11-05 11:52:54 +11:00
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/>
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</Section>
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</Container>
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2023-06-24 14:59:08 +10:00
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2024-11-05 11:52:54 +11:00
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<Container className="mx-auto mt-12 max-w-xl">
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<Section>
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2024-12-01 22:47:11 +02:00
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{!isTeamInvite && (
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<Text className="my-4 text-base font-semibold">
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<Trans>
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{inviterName}{' '}
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<Link className="font-normal text-slate-400" href="mailto:{inviterEmail}">
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({inviterEmail})
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</Link>
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</Trans>
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</Text>
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)}
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2023-06-24 14:59:08 +10:00
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2024-11-05 11:52:54 +11:00
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<Text className="mt-2 text-base text-slate-400">
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{customBody ? (
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<pre className="font-sans text-base text-slate-400">{customBody}</pre>
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) : (
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<Trans>
|
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.
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{inviterName} has invited you to {action} the document "{documentName}".
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</Trans>
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)}
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</Text>
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</Section>
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</Container>
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<Hr className="mx-auto mt-12 max-w-xl" />
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<Container className="mx-auto max-w-xl">
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<TemplateFooter />
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</Container>
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</Section>
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</Body>
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</Html>
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);
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};
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export default DocumentInviteEmailTemplate;
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