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feat: allow editing pending envelope titles (#2604)
This commit is contained in:
David Nguyen
GitHub
@@ -0,0 +1,519 @@
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import { type APIRequestContext, expect, test } from '@playwright/test';
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import type { Team, User } from '@prisma/client';
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import fs from 'node:fs';
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import path from 'node:path';
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import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
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import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
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import { prisma } from '@documenso/prisma';
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import { DocumentStatus, EnvelopeType, FieldType, RecipientRole } from '@documenso/prisma/client';
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import { seedUser } from '@documenso/prisma/seed/users';
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import type {
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TCreateEnvelopePayload,
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TCreateEnvelopeResponse,
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} from '@documenso/trpc/server/envelope-router/create-envelope.types';
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import type { TDistributeEnvelopeRequest } from '@documenso/trpc/server/envelope-router/distribute-envelope.types';
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import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
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import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
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import type { TUpdateEnvelopeItemsRequest } from '@documenso/trpc/server/envelope-router/update-envelope-items.types';
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const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
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const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
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test.describe.configure({
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mode: 'parallel',
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});
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// ---------------------------------------------------------------------------
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// Shared helpers
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// ---------------------------------------------------------------------------
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const createEnvelope = async (request: APIRequestContext, authToken: string) => {
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const payload: TCreateEnvelopePayload = {
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type: EnvelopeType.DOCUMENT,
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title: 'Update Items Test',
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};
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const formData = new FormData();
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formData.append('payload', JSON.stringify(payload));
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const pdfData = fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf'));
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formData.append('files', new File([pdfData], 'test.pdf', { type: 'application/pdf' }));
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const res = await request.post(`${baseUrl}/envelope/create`, {
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headers: { Authorization: `Bearer ${authToken}` },
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multipart: formData,
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});
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expect(res.ok()).toBeTruthy();
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return (await res.json()) as TCreateEnvelopeResponse;
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};
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const getEnvelope = async (request: APIRequestContext, authToken: string, envelopeId: string) => {
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const res = await request.get(`${baseUrl}/envelope/${envelopeId}`, {
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headers: { Authorization: `Bearer ${authToken}` },
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});
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expect(res.ok()).toBeTruthy();
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return (await res.json()) as TGetEnvelopeResponse;
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};
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/**
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* Transition an envelope from DRAFT to PENDING by adding a recipient with a
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* signature field and distributing.
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*/
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const distributeEnvelope = async (
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request: APIRequestContext,
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authToken: string,
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envelopeId: string,
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) => {
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const recipientEmail = `signer-${Date.now()}@test.documenso.com`;
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// Create a SIGNER recipient.
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const recipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
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headers: { Authorization: `Bearer ${authToken}`, 'Content-Type': 'application/json' },
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data: {
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envelopeId,
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data: [
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{
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email: recipientEmail,
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name: 'Test Signer',
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role: RecipientRole.SIGNER,
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accessAuth: [],
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actionAuth: [],
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},
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],
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} satisfies TCreateEnvelopeRecipientsRequest,
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});
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expect(recipientsRes.ok()).toBeTruthy();
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const recipients = (await recipientsRes.json()).data;
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// Resolve the envelope item ID.
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const envelope = await getEnvelope(request, authToken, envelopeId);
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const envelopeItemId = envelope.envelopeItems[0].id;
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// Create a SIGNATURE field.
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const fieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
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headers: { Authorization: `Bearer ${authToken}`, 'Content-Type': 'application/json' },
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data: {
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envelopeId,
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data: [
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{
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recipientId: recipients[0].id,
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envelopeItemId,
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type: FieldType.SIGNATURE,
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page: 1,
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positionX: 100,
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positionY: 100,
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width: 50,
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height: 50,
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},
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],
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},
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});
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expect(fieldsRes.ok()).toBeTruthy();
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// Distribute.
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const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
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headers: { Authorization: `Bearer ${authToken}`, 'Content-Type': 'application/json' },
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data: {
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envelopeId,
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} satisfies TDistributeEnvelopeRequest,
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});
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expect(distributeRes.ok()).toBeTruthy();
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};
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const updateEnvelopeItems = async (
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request: APIRequestContext,
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authToken: string,
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payload: TUpdateEnvelopeItemsRequest,
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) => {
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return request.post(`${baseUrl}/envelope/item/update-many`, {
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headers: { Authorization: `Bearer ${authToken}`, 'Content-Type': 'application/json' },
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data: payload,
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});
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};
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// ---------------------------------------------------------------------------
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// Tests
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// ---------------------------------------------------------------------------
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test.describe('Update envelope items', () => {
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let user: User;
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let team: Team;
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let token: string;
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test.beforeEach(async () => {
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({ user, team } = await seedUser());
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({ token } = await createApiToken({
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userId: user.id,
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teamId: team.id,
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tokenName: 'test-update-items',
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expiresIn: null,
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}));
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});
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// -----------------------------------------------------------------------
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// DRAFT envelope — full edit allowed
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// -----------------------------------------------------------------------
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test('should allow updating item title on a DRAFT envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, title: 'New Draft Title' }],
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});
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expect(res.ok()).toBeTruthy();
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expect(res.status()).toBe(200);
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
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where: { id: envelopeItem.id },
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});
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expect(dbItem.title).toBe('New Draft Title');
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});
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test('should allow updating item order on a DRAFT envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, order: 5 }],
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});
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expect(res.ok()).toBeTruthy();
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
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where: { id: envelopeItem.id },
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});
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expect(dbItem.order).toBe(5);
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});
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// -----------------------------------------------------------------------
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// PENDING envelope — title-only edit allowed
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// -----------------------------------------------------------------------
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test('should allow updating item title on a PENDING envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, title: 'Updated Pending Title' }],
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});
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expect(res.ok()).toBeTruthy();
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expect(res.status()).toBe(200);
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
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where: { id: envelopeItem.id },
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});
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expect(dbItem.title).toBe('Updated Pending Title');
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});
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test('should allow title-only update when order matches existing on a PENDING envelope', async ({
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request,
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}) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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// Send the same order value that already exists — this should be treated as title-only.
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [
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{
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envelopeItemId: envelopeItem.id,
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title: 'Title With Same Order',
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order: envelopeItem.order,
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},
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],
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});
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expect(res.ok()).toBeTruthy();
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expect(res.status()).toBe(200);
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
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where: { id: envelopeItem.id },
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});
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expect(dbItem.title).toBe('Title With Same Order');
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});
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test('should create an ENVELOPE_ITEM_UPDATED audit log when updating item title on PENDING envelope', async ({
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request,
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}) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const originalTitle = envelopeItem.title;
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, title: 'Audited Title' }],
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});
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expect(res.ok()).toBeTruthy();
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const auditLog = await prisma.documentAuditLog.findFirst({
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where: {
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envelopeId: envelope.id,
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type: 'ENVELOPE_ITEM_UPDATED',
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},
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orderBy: { createdAt: 'desc' },
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});
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expect(auditLog).not.toBeNull();
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const auditData = auditLog!.data as Record<string, unknown>;
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expect(auditData.envelopeItemId).toBe(envelopeItem.id);
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const changes = auditData.changes as Array<{ field: string; from: string; to: string }>;
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expect(changes).toHaveLength(1);
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expect(changes[0].field).toBe('title');
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expect(changes[0].from).toBe(originalTitle);
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expect(changes[0].to).toBe('Audited Title');
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});
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// -----------------------------------------------------------------------
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// PENDING envelope — order change blocked
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// -----------------------------------------------------------------------
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test('should reject order change on a PENDING envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, order: 99 }],
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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});
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test('should reject combined title and order change on a PENDING envelope', async ({
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request,
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}) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [
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{
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envelopeItemId: envelopeItem.id,
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title: 'Should Not Save',
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order: 99,
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},
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],
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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// Verify title was NOT changed.
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
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where: { id: envelopeItem.id },
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});
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expect(dbItem.title).not.toBe('Should Not Save');
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});
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// -----------------------------------------------------------------------
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// COMPLETED envelope — all edits blocked
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// -----------------------------------------------------------------------
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test('should reject title update on a COMPLETED envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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// Transition to COMPLETED directly via database.
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await prisma.envelope.update({
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where: { id: envelope.id },
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data: { status: DocumentStatus.COMPLETED, completedAt: new Date() },
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});
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, title: 'Should Not Save' }],
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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// Verify title was NOT changed.
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
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where: { id: envelopeItem.id },
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});
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expect(dbItem.title).not.toBe('Should Not Save');
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});
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test('should reject order update on a COMPLETED envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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await prisma.envelope.update({
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where: { id: envelope.id },
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data: { status: DocumentStatus.COMPLETED, completedAt: new Date() },
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});
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, order: 99 }],
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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});
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// -----------------------------------------------------------------------
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// REJECTED envelope — all edits blocked
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// -----------------------------------------------------------------------
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test('should reject title update on a REJECTED envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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// Transition to REJECTED directly via database.
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await prisma.envelope.update({
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where: { id: envelope.id },
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data: { status: DocumentStatus.REJECTED },
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});
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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const res = await updateEnvelopeItems(request, token, {
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envelopeId: envelope.id,
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data: [{ envelopeItemId: envelopeItem.id, title: 'Should Not Save' }],
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});
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|
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expect(res.ok()).toBeFalsy();
|
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expect(res.status()).toBe(400);
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|
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// Verify title was NOT changed.
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const dbItem = await prisma.envelopeItem.findUniqueOrThrow({
|
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where: { id: envelopeItem.id },
|
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});
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||||
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expect(dbItem.title).not.toBe('Should Not Save');
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});
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||||
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||||
test('should reject order update on a REJECTED envelope', async ({ request }) => {
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const envelope = await createEnvelope(request, token);
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await distributeEnvelope(request, token, envelope.id);
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||||
await prisma.envelope.update({
|
||||
where: { id: envelope.id },
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data: { status: DocumentStatus.REJECTED },
|
||||
});
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||||
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const envelopeData = await getEnvelope(request, token, envelope.id);
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const envelopeItem = envelopeData.envelopeItems[0];
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||||
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const res = await updateEnvelopeItems(request, token, {
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||||
envelopeId: envelope.id,
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||||
data: [{ envelopeItemId: envelopeItem.id, order: 99 }],
|
||||
});
|
||||
|
||||
expect(res.ok()).toBeFalsy();
|
||||
expect(res.status()).toBe(400);
|
||||
});
|
||||
|
||||
// -----------------------------------------------------------------------
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||||
// Deleted envelope — all edits blocked
|
||||
// -----------------------------------------------------------------------
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||||
|
||||
test('should reject title update on a deleted envelope', async ({ request }) => {
|
||||
const envelope = await createEnvelope(request, token);
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||||
await distributeEnvelope(request, token, envelope.id);
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||||
|
||||
// Soft-delete the envelope.
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||||
await prisma.envelope.update({
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||||
where: { id: envelope.id },
|
||||
data: { deletedAt: new Date() },
|
||||
});
|
||||
|
||||
const envelopeData = await getEnvelope(request, token, envelope.id);
|
||||
const envelopeItem = envelopeData.envelopeItems[0];
|
||||
|
||||
const res = await updateEnvelopeItems(request, token, {
|
||||
envelopeId: envelope.id,
|
||||
data: [{ envelopeItemId: envelopeItem.id, title: 'Should Not Save' }],
|
||||
});
|
||||
|
||||
expect(res.ok()).toBeFalsy();
|
||||
});
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// Validation edge cases
|
||||
// -----------------------------------------------------------------------
|
||||
|
||||
test('should reject an empty title on any envelope', async ({ request }) => {
|
||||
const envelope = await createEnvelope(request, token);
|
||||
const envelopeData = await getEnvelope(request, token, envelope.id);
|
||||
const envelopeItem = envelopeData.envelopeItems[0];
|
||||
|
||||
const res = await updateEnvelopeItems(request, token, {
|
||||
envelopeId: envelope.id,
|
||||
data: [{ envelopeItemId: envelopeItem.id, title: '' }],
|
||||
});
|
||||
|
||||
expect(res.ok()).toBeFalsy();
|
||||
});
|
||||
|
||||
test('should reject update for an envelope item that does not belong to the envelope', async ({
|
||||
request,
|
||||
}) => {
|
||||
const envelopeA = await createEnvelope(request, token);
|
||||
const envelopeB = await createEnvelope(request, token);
|
||||
|
||||
const envelopeBData = await getEnvelope(request, token, envelopeB.id);
|
||||
const envelopeBItem = envelopeBData.envelopeItems[0];
|
||||
|
||||
// Try to update envelopeB's item via envelopeA's ID.
|
||||
const res = await updateEnvelopeItems(request, token, {
|
||||
envelopeId: envelopeA.id,
|
||||
data: [{ envelopeItemId: envelopeBItem.id, title: 'Cross Envelope' }],
|
||||
});
|
||||
|
||||
expect(res.ok()).toBeFalsy();
|
||||
});
|
||||
});
|
||||
@@ -4,7 +4,10 @@ import path from 'node:path';
|
||||
|
||||
import { nanoid } from '@documenso/lib/universal/id';
|
||||
import { prisma } from '@documenso/prisma';
|
||||
import { seedPendingDocument } from '@documenso/prisma/seed/documents';
|
||||
import { seedUser } from '@documenso/prisma/seed/users';
|
||||
|
||||
import { apiSignin } from '../fixtures/authentication';
|
||||
import {
|
||||
type TEnvelopeEditorSurface,
|
||||
clickEnvelopeEditorStep,
|
||||
@@ -314,3 +317,72 @@ test.describe('embedded edit', () => {
|
||||
expect(items[0].order).toBe(2); // Expect order 2 because deleting items does not drop the order of sequential items.
|
||||
});
|
||||
});
|
||||
|
||||
test.describe('pending envelope title editing', () => {
|
||||
test('edit envelope and item titles on a pending envelope', async ({ page }) => {
|
||||
const recipientEmail = `recipient-${nanoid()}@test.documenso.com`;
|
||||
const { user, team } = await seedUser();
|
||||
const pendingDocument = await seedPendingDocument(user, team.id, [recipientEmail], {
|
||||
internalVersion: 2,
|
||||
});
|
||||
|
||||
await apiSignin({
|
||||
page,
|
||||
email: user.email,
|
||||
redirectPath: `/t/${team.url}/documents/${pendingDocument.id}/edit`,
|
||||
});
|
||||
|
||||
// Verify the envelope editor loaded with the upload step visible.
|
||||
await expect(page.getByRole('heading', { name: 'Documents' })).toBeVisible();
|
||||
|
||||
// Edit the envelope title in the header.
|
||||
const envelopeTitleInput = page.locator('[data-testid="envelope-title-input"]');
|
||||
await expect(envelopeTitleInput).toBeEnabled();
|
||||
await envelopeTitleInput.fill('Updated Pending Title');
|
||||
|
||||
// Edit the envelope item title.
|
||||
const itemTitleInput = getEnvelopeItemTitleInputs(page).first();
|
||||
await expect(itemTitleInput).toBeEnabled();
|
||||
await itemTitleInput.fill('Updated Item Title');
|
||||
|
||||
// Wait for debounced auto-save to persist by navigating away and back.
|
||||
await clickEnvelopeEditorStep(page, 'addFields');
|
||||
await expect(page.getByText('Selected Recipient')).toBeVisible();
|
||||
await clickEnvelopeEditorStep(page, 'upload');
|
||||
await expect(page.getByRole('heading', { name: 'Documents' })).toBeVisible();
|
||||
|
||||
// Verify the titles persisted in the database.
|
||||
const updatedEnvelope = await prisma.envelope.findFirstOrThrow({
|
||||
where: { id: pendingDocument.id },
|
||||
include: {
|
||||
envelopeItems: true,
|
||||
auditLogs: {
|
||||
orderBy: { createdAt: 'desc' },
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
expect(updatedEnvelope.title).toBe('Updated Pending Title');
|
||||
expect(updatedEnvelope.envelopeItems[0].title).toBe('Updated Item Title');
|
||||
|
||||
// Verify audit logs were created for both title changes.
|
||||
const titleAuditLog = updatedEnvelope.auditLogs.find(
|
||||
(log) => log.type === 'DOCUMENT_TITLE_UPDATED',
|
||||
);
|
||||
expect(titleAuditLog).toBeDefined();
|
||||
|
||||
const itemAuditLog = updatedEnvelope.auditLogs.find(
|
||||
(log) => log.type === 'ENVELOPE_ITEM_UPDATED',
|
||||
);
|
||||
expect(itemAuditLog).toBeDefined();
|
||||
|
||||
// Verify the upload dropzone is still disabled for pending envelopes.
|
||||
const dropzoneMessage = page.getByText('Cannot upload items after the document has been sent');
|
||||
await expect(dropzoneMessage).toBeVisible();
|
||||
|
||||
// Drag handles are still rendered but dragging is disabled via isDragDisabled
|
||||
// when canItemsBeModified is false. Verify at least that the handle is present
|
||||
// but we cannot programmatically assert isDragDisabled from the DOM.
|
||||
await expect(getEnvelopeItemDragHandles(page)).toHaveCount(1);
|
||||
});
|
||||
});
|
||||
|
||||
Reference in New Issue
Block a user