feat: add empty emails for envelopes

This commit is contained in:
David Nguyen
2025-12-02 18:52:02 +11:00
parent 4774324e07
commit 16481bc34e
34 changed files with 977 additions and 193 deletions
@@ -6,6 +6,7 @@ import { pick } from 'remeda';
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
import { prisma } from '@documenso/prisma';
import {
DocumentDistributionMethod,
@@ -23,7 +24,9 @@ import type {
TCreateEnvelopePayload,
TCreateEnvelopeResponse,
} from '@documenso/trpc/server/envelope-router/create-envelope.types';
import type { TDistributeEnvelopeRequest } from '@documenso/trpc/server/envelope-router/distribute-envelope.types';
import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
import type { TUpdateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types';
import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
@@ -557,4 +560,543 @@ test.describe('API V2 Envelopes', () => {
userEmail: userA.email,
});
});
test.describe('Empty recipient tests', () => {
test('Create template envelope with empty email recipient', async ({ request }) => {
const payload = {
type: EnvelopeType.TEMPLATE,
title: 'Template with Empty Email Recipient',
} satisfies TCreateEnvelopePayload;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
const files = [
{
name: 'example.pdf',
data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
},
];
for (const file of files) {
formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
}
const res = await request.post(`${baseUrl}/envelope/create`, {
headers: { Authorization: `Bearer ${tokenA}` },
multipart: formData,
});
expect(res.ok()).toBeTruthy();
expect(res.status()).toBe(200);
const response = (await res.json()) as TCreateEnvelopeResponse;
// Create recipient with empty email
const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
envelopeId: response.id,
data: [
{
email: '',
name: 'Test Recipient',
role: RecipientRole.SIGNER,
accessAuth: [],
actionAuth: [],
},
],
};
const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createRecipientsRequest,
});
expect(createRecipientsRes.ok()).toBeTruthy();
expect(createRecipientsRes.status()).toBe(200);
const recipientsResponse = await createRecipientsRes.json();
const recipient = recipientsResponse.data[0];
expect(recipient.email).toBe('');
expect(recipient.name).toBe('Test Recipient');
// Get envelope items to assign fields
const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
headers: { Authorization: `Bearer ${tokenA}` },
});
const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
const envelopeItem = envelope.envelopeItems[0];
// Create field for the recipient with empty email
const createFieldsRequest = {
envelopeId: response.id,
data: [
{
recipientId: recipient.id,
envelopeItemId: envelopeItem.id,
type: FieldType.SIGNATURE,
page: 1,
positionX: 100,
positionY: 100,
width: 50,
height: 50,
},
],
};
const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createFieldsRequest,
});
expect(createFieldsRes.ok()).toBeTruthy();
expect(createFieldsRes.status()).toBe(200);
});
test('Create document envelope with empty email recipient', async ({ request }) => {
const payload = {
type: EnvelopeType.DOCUMENT,
title: 'Document with Empty Email Recipient',
} satisfies TCreateEnvelopePayload;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
const files = [
{
name: 'example.pdf',
data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
},
];
for (const file of files) {
formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
}
const res = await request.post(`${baseUrl}/envelope/create`, {
headers: { Authorization: `Bearer ${tokenA}` },
multipart: formData,
});
expect(res.ok()).toBeTruthy();
expect(res.status()).toBe(200);
const response = (await res.json()) as TCreateEnvelopeResponse;
// Create recipient with empty email
const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
envelopeId: response.id,
data: [
{
email: '',
name: 'Document Recipient No Email',
role: RecipientRole.SIGNER,
accessAuth: [],
actionAuth: [],
},
],
};
const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createRecipientsRequest,
});
expect(createRecipientsRes.ok()).toBeTruthy();
const recipientsResponse = await createRecipientsRes.json();
const recipient = recipientsResponse.data[0];
expect(recipient.email).toBe('');
expect(recipient.name).toBe('Document Recipient No Email');
});
test('Update recipient to have empty email', async ({ request }) => {
const payload = {
type: EnvelopeType.TEMPLATE,
title: 'Update Recipient Email Test',
recipients: [
{
email: userA.email,
name: 'Test User',
role: RecipientRole.SIGNER,
},
],
} satisfies TCreateEnvelopePayload;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
const files = [
{
name: 'example.pdf',
data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
},
];
for (const file of files) {
formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
}
const createRes = await request.post(`${baseUrl}/envelope/create`, {
headers: { Authorization: `Bearer ${tokenA}` },
multipart: formData,
});
expect(createRes.ok()).toBeTruthy();
const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
// Get the envelope to get recipient ID
const getRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
headers: { Authorization: `Bearer ${tokenA}` },
});
const envelope: TGetEnvelopeResponse = await getRes.json();
const recipientId = envelope.recipients[0].id;
// Update recipient to have empty email
const updateRequest: TUpdateEnvelopeRecipientsRequest = {
envelopeId: createResponse.id,
data: [
{
id: recipientId,
email: '',
name: 'Updated Name No Email',
},
],
};
const updateRes = await request.post(`${baseUrl}/envelope/recipient/update-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: updateRequest,
});
expect(updateRes.ok()).toBeTruthy();
const updateResponse = await updateRes.json();
const updatedRecipient = updateResponse.data[0];
expect(updatedRecipient.email).toBe('');
expect(updatedRecipient.name).toBe('Updated Name No Email');
});
test('Mixed recipients with and without emails', async ({ request }) => {
const payload = {
type: EnvelopeType.TEMPLATE,
title: 'Mixed Recipients Test',
} satisfies TCreateEnvelopePayload;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
const files = [
{
name: 'example.pdf',
data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
},
];
for (const file of files) {
formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
}
const res = await request.post(`${baseUrl}/envelope/create`, {
headers: { Authorization: `Bearer ${tokenA}` },
multipart: formData,
});
expect(res.ok()).toBeTruthy();
const response = (await res.json()) as TCreateEnvelopeResponse;
// Create multiple recipients, some with email, some without
const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
envelopeId: response.id,
data: [
{
email: userA.email,
name: 'Recipient With Email',
role: RecipientRole.SIGNER,
accessAuth: [],
actionAuth: [],
},
{
email: '',
name: 'Recipient Without Email 1',
role: RecipientRole.SIGNER,
accessAuth: [],
actionAuth: [],
},
{
email: userB.email,
name: 'Another With Email',
role: RecipientRole.APPROVER,
accessAuth: [],
actionAuth: [],
},
{
email: '',
name: 'Recipient Without Email 2',
role: RecipientRole.SIGNER,
accessAuth: [],
actionAuth: [],
},
],
};
const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createRecipientsRequest,
});
expect(createRecipientsRes.ok()).toBeTruthy();
const recipientsResponse = await createRecipientsRes.json();
const recipients = recipientsResponse.data;
expect(recipients.length).toBe(4);
expect(recipients[0].email).toBe(userA.email.toLowerCase());
expect(recipients[1].email).toBe('');
expect(recipients[2].email).toBe(userB.email.toLowerCase());
expect(recipients[3].email).toBe('');
// Get envelope to assign fields
const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
headers: { Authorization: `Bearer ${tokenA}` },
});
const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
const envelopeItem = envelope.envelopeItems[0];
// Create fields for all recipients including those without emails
const createFieldsRequest = {
envelopeId: response.id,
data: recipients.map((recipient, index) => ({
recipientId: recipient.id,
envelopeItemId: envelopeItem.id,
type: FieldType.SIGNATURE,
page: 1,
positionX: 100,
positionY: 0 + index,
width: 50,
height: 50,
})),
};
const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createFieldsRequest,
});
expect(createFieldsRes.ok()).toBeTruthy();
});
test('Distribute envelope with empty email recipients', async ({ request }) => {
const payload = {
type: EnvelopeType.DOCUMENT,
title: 'Document for Distribution with Empty Email',
} satisfies TCreateEnvelopePayload;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
const files = [
{
name: 'example.pdf',
data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
},
];
for (const file of files) {
formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
}
const createRes = await request.post(`${baseUrl}/envelope/create`, {
headers: { Authorization: `Bearer ${tokenA}` },
multipart: formData,
});
expect(createRes.ok()).toBeTruthy();
const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
// Create recipients with empty emails
const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
envelopeId: createResponse.id,
data: [
{
email: '',
name: 'Recipient One',
role: RecipientRole.SIGNER,
accessAuth: [],
actionAuth: [],
},
{
email: '',
name: 'Recipient Two',
role: RecipientRole.APPROVER,
accessAuth: [],
actionAuth: [],
},
],
};
const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createRecipientsRequest,
});
expect(createRecipientsRes.ok()).toBeTruthy();
const recipientsResponse = await createRecipientsRes.json();
const recipients = recipientsResponse.data;
// Get envelope to assign fields
const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
headers: { Authorization: `Bearer ${tokenA}` },
});
const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
const envelopeItem = envelope.envelopeItems[0];
// Create fields for recipients
const createFieldsRequest = {
envelopeId: createResponse.id,
data: recipients.map((recipient, index) => ({
recipientId: recipient.id,
envelopeItemId: envelopeItem.id,
type: FieldType.SIGNATURE,
page: 1,
positionX: 100,
positionY: 0 + index,
width: 50,
height: 50,
})),
};
const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createFieldsRequest,
});
expect(createFieldsRes.ok()).toBeTruthy();
// Distribute the envelope
const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: {
envelopeId: createResponse.id,
} satisfies TDistributeEnvelopeRequest,
});
expect(distributeRes.ok()).toBeTruthy();
expect(distributeRes.status()).toBe(200);
const distributeResponse = await distributeRes.json();
expect(distributeResponse.success).toBe(true);
expect(distributeResponse.id).toBe(createResponse.id);
expect(distributeResponse.recipients).toHaveLength(2);
// Verify recipients have empty emails and signing URLs
expect(distributeResponse.recipients[0].email).toBe('');
expect(distributeResponse.recipients[0].signingUrl).toBeTruthy();
expect(distributeResponse.recipients[1].email).toBe('');
expect(distributeResponse.recipients[1].signingUrl).toBeTruthy();
});
test('Distribute envelope with empty email recipient and auth requirements fails', async ({
request,
}) => {
const payload = {
type: EnvelopeType.DOCUMENT,
title: 'Document with Auth Requirements',
} satisfies TCreateEnvelopePayload;
const formData = new FormData();
formData.append('payload', JSON.stringify(payload));
const files = [
{
name: 'example.pdf',
data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
},
];
for (const file of files) {
formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
}
const createRes = await request.post(`${baseUrl}/envelope/create`, {
headers: { Authorization: `Bearer ${tokenA}` },
multipart: formData,
});
expect(createRes.ok()).toBeTruthy();
const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
// Create recipient with empty email and TWO_FACTOR_AUTH action auth
const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
envelopeId: createResponse.id,
data: [
{
email: '',
name: 'Recipient With Auth',
role: RecipientRole.SIGNER,
accessAuth: [DocumentAccessAuth.TWO_FACTOR_AUTH],
},
],
};
const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createRecipientsRequest,
});
expect(createRecipientsRes.ok()).toBeTruthy();
const recipientsResponse = await createRecipientsRes.json();
const recipient = recipientsResponse.data[0];
// Get envelope to assign fields
const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
headers: { Authorization: `Bearer ${tokenA}` },
});
const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
const envelopeItem = envelope.envelopeItems[0];
// Create field for the recipient
const createFieldsRequest = {
envelopeId: createResponse.id,
data: [
{
recipientId: recipient.id,
envelopeItemId: envelopeItem.id,
type: FieldType.SIGNATURE,
page: 1,
positionX: 100,
positionY: 100,
width: 50,
height: 50,
},
],
};
const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: createFieldsRequest,
});
expect(createFieldsRes.ok()).toBeTruthy();
// Try to distribute the envelope - should fail
const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
headers: { Authorization: `Bearer ${tokenA}` },
data: {
envelopeId: createResponse.id,
},
});
// Expect distribution to fail
expect(distributeRes.ok()).toBeFalsy();
expect(distributeRes.status()).toBe(400);
const errorResponse = await distributeRes.json();
expect(errorResponse.message).toContain('requires an email');
});
});
});