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https://github.com/documenso/documenso.git
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feat: add cancellable document status (#2992)
Adds a CANCELLED envelope status that privileged members (owner or team admin/manager) can move a pending document into. Sending recipient notifications via a background job while retaining the document in the dashboard as proof of distribution. Includes a dedicated Cancelled tab, single and bulk cancel actions, the ENVELOPE_CANCELLED mutability guard, and e2e coverage for permissions and visibility.
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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 { seedCompletedDocument, seedDraftDocument, seedPendingDocument } from '@documenso/prisma/seed/documents';
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import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
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import { seedUser } from '@documenso/prisma/seed/users';
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import { expect, test } from '@playwright/test';
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import { DocumentStatus, TeamMemberRole } from '@prisma/client';
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const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
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const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
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test.describe.configure({
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mode: 'parallel',
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});
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const createTokenForUser = async (userId: number, teamId: number, tokenName: string) => {
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const { token } = await createApiToken({
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userId,
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teamId,
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tokenName,
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expiresIn: null,
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});
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return token;
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};
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test.describe('Envelope cancel endpoint authorization', () => {
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test('hides the document from an outsider attempting to cancel it', async ({ request }) => {
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const { user: owner, team } = await seedUser();
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const { user: recipient } = await seedUser();
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const document = await seedPendingDocument(owner, team.id, [recipient]);
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const { user: outsider, team: outsiderTeam } = await seedUser();
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const outsiderToken = await createTokenForUser(outsider.id, outsiderTeam.id, 'outsider');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${outsiderToken}` },
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data: { envelopeId: document.id },
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});
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// Outsiders must not be able to determine whether the envelope exists.
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(404);
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// The document must be untouched.
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.PENDING);
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});
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test('hides the document from a recipient attempting to cancel it', async ({ request }) => {
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const { user: owner, team } = await seedUser();
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const { user: recipient, team: recipientTeam } = await seedUser();
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const document = await seedPendingDocument(owner, team.id, [recipient]);
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const recipientToken = await createTokenForUser(recipient.id, recipientTeam.id, 'recipient');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${recipientToken}` },
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data: { envelopeId: document.id },
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});
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// A recipient is not a member of the document's team, so they must not be
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// able to determine whether it exists via this endpoint.
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(404);
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.PENDING);
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});
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// Note: a non-privileged MEMBER cannot obtain an API token at all (token
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// creation requires the MANAGE_TEAM permission), so the MEMBER cancellation
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// restriction is covered through the UI tests in cancel-documents.spec.ts
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// rather than at the API layer.
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test('allows the document owner to cancel a pending document', async ({ request }) => {
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const { user: owner, team } = await seedUser();
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const { user: recipient } = await seedUser();
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const document = await seedPendingDocument(owner, team.id, [recipient]);
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const ownerToken = await createTokenForUser(owner.id, team.id, 'owner');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${ownerToken}` },
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data: { envelopeId: document.id },
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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 documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true, completedAt: true, deletedAt: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
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expect(documentInDb.completedAt).not.toBeNull();
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expect(documentInDb.deletedAt).toBeNull();
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});
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test('allows a team ADMIN to cancel a pending document they do not own', async ({ request }) => {
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const { team, owner } = await seedTeam();
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const adminUser = await seedTeamMember({
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teamId: team.id,
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role: TeamMemberRole.ADMIN,
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});
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const { user: recipient } = await seedUser();
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const document = await seedPendingDocument(owner, team.id, [recipient]);
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const adminToken = await createTokenForUser(adminUser.id, team.id, 'admin');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${adminToken}` },
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data: { envelopeId: document.id },
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});
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expect(res.ok()).toBeTruthy();
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expect(res.status()).toBe(200);
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
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});
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test('allows a team MANAGER to cancel a pending document they do not own', async ({ request }) => {
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const { team, owner } = await seedTeam();
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const managerUser = await seedTeamMember({
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teamId: team.id,
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role: TeamMemberRole.MANAGER,
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});
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const { user: recipient } = await seedUser();
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const document = await seedPendingDocument(owner, team.id, [recipient]);
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const managerToken = await createTokenForUser(managerUser.id, team.id, 'manager');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${managerToken}` },
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data: { envelopeId: document.id },
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});
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expect(res.ok()).toBeTruthy();
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expect(res.status()).toBe(200);
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
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});
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test('rejects cancelling a draft document', async ({ request }) => {
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const { user: owner, team } = await seedUser();
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const document = await seedDraftDocument(owner, team.id, []);
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const ownerToken = await createTokenForUser(owner.id, team.id, 'owner-draft');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${ownerToken}` },
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data: { envelopeId: document.id },
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.DRAFT);
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});
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test('rejects cancelling a completed document', async ({ request }) => {
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const { user: owner, team } = await seedUser();
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const { user: recipient } = await seedUser();
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const document = await seedCompletedDocument(owner, team.id, [recipient]);
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const ownerToken = await createTokenForUser(owner.id, team.id, 'owner-completed');
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const res = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${ownerToken}` },
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data: { envelopeId: document.id },
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.COMPLETED);
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});
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test('rejects double cancellation of an already cancelled document', async ({ request }) => {
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const { user: owner, team } = await seedUser();
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const { user: recipient } = await seedUser();
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const document = await seedPendingDocument(owner, team.id, [recipient]);
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const ownerToken = await createTokenForUser(owner.id, team.id, 'owner-double');
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const firstRes = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${ownerToken}` },
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data: { envelopeId: document.id },
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});
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expect(firstRes.status()).toBe(200);
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const secondRes = await request.post(`${baseUrl}/envelope/cancel`, {
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headers: { Authorization: `Bearer ${ownerToken}` },
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data: { envelopeId: document.id },
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});
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expect(secondRes.ok()).toBeFalsy();
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expect(secondRes.status()).toBe(400);
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const documentInDb = await prisma.envelope.findFirstOrThrow({
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where: { id: document.id },
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select: { status: true },
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});
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expect(documentInDb.status).toBe(DocumentStatus.CANCELLED);
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});
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});
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@@ -0,0 +1,102 @@
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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 { createEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/create-embedding-presign-token';
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import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
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import { seedUser } from '@documenso/prisma/seed/users';
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import { expect, test } from '@playwright/test';
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const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
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const examplePdf = fs.readFileSync(path.join(__dirname, '../../../../../../assets/example.pdf'));
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test.describe.configure({
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mode: 'parallel',
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});
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const createPresignTokenForUser = async (userId: number, teamId: number) => {
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const { token: apiToken } = await createApiToken({
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userId,
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teamId,
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tokenName: 'file-upload-test',
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expiresIn: null,
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});
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const { token: presignToken } = await createEmbeddingPresignToken({ apiToken });
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return presignToken;
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};
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const buildPdfFormData = () => {
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const formData = new FormData();
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formData.append('file', new File([examplePdf], 'test.pdf', { type: 'application/pdf' }));
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return formData;
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};
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test.describe('File upload endpoint authorization', () => {
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test('rejects an unauthenticated upload-pdf request', async ({ request }) => {
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const res = await request.post(`${WEBAPP_BASE_URL}/api/files/upload-pdf`, {
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multipart: buildPdfFormData(),
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(401);
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});
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test('rejects an unauthenticated presigned-post-url request', async ({ request }) => {
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const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
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headers: { 'Content-Type': 'application/json' },
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data: { fileName: 'test.pdf', contentType: 'application/pdf' },
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(401);
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});
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test('rejects a presigned-post-url request with an invalid presign token', async ({ request }) => {
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const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
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headers: {
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'Content-Type': 'application/json',
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Authorization: 'Bearer not-a-real-token',
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},
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data: { fileName: 'test.pdf', contentType: 'application/pdf' },
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});
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(401);
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});
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test('rejects a presigned-post-url request with a disallowed content type', async ({ request }) => {
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const { user, team } = await seedUser();
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const presignToken = await createPresignTokenForUser(user.id, team.id);
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const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
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headers: {
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'Content-Type': 'application/json',
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Authorization: `Bearer ${presignToken}`,
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},
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data: { fileName: 'malware.exe', contentType: 'application/x-msdownload' },
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});
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// Authenticated, but the content type is not on the allow-list.
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expect(res.ok()).toBeFalsy();
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expect(res.status()).toBe(400);
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});
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test('allows an upload-pdf request authorized by a valid presign token', async ({ request }) => {
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const { user, team } = await seedUser();
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const presignToken = await createPresignTokenForUser(user.id, team.id);
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const res = await request.post(`${WEBAPP_BASE_URL}/api/files/upload-pdf`, {
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headers: { Authorization: `Bearer ${presignToken}` },
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multipart: buildPdfFormData(),
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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 body = await res.json();
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expect(body.id).toBeDefined();
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});
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});
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