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feat: allow switching document when using templates (#1571)

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Adds the ability to upload a custom document when using a template.

This is useful when you have a given fixed template with placeholder
values that you want to decorate with Documenso fields but will then
create a final specialised document when sending it out to a given
recipient.
This commit is contained in:
Lucas Smith
2025-01-07 16:13:35 +11:00
committed by GitHub
parent 18ca0cf3d6
commit 4fab98c633
5 changed files with 528 additions and 87 deletions
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246
packages/app-tests/e2e/templates/create-document-from-template.spec.ts
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@ -1,7 +1,11 @@
import { expect, test } from '@playwright/test';
import fs from 'fs';
import os from 'os';
import path from 'path';
import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
import { prisma } from '@documenso/prisma';
import { DocumentDataType } from '@documenso/prisma/client';
import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
import { seedTeam } from '@documenso/prisma/seed/teams';
import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
@ -13,6 +17,20 @@ test.describe.configure({ mode: 'parallel' });
const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
// Create a temporary PDF file for testing
function createTempPdfFile() {
const tempDir = os.tmpdir();
const tempFilePath = path.join(tempDir, 'test.pdf');
// Create a simple PDF file with some content
const pdfContent = Buffer.from(
'%PDF-1.4\n1 0 obj<</Type/Catalog/Pages 2 0 R>>endobj 2 0 obj<</Type/Pages/Kids[3 0 R]/Count 1>>endobj 3 0 obj<</Type/Page/MediaBox[0 0 612 792]/Parent 2 0 R>>endobj\nxref\n0 4\n0000000000 65535 f\n0000000009 00000 n\n0000000052 00000 n\n0000000101 00000 n\ntrailer<</Size 4/Root 1 0 R>>\nstartxref\n178\n%%EOF',
);
fs.writeFileSync(tempFilePath, pdfContent);
return tempFilePath;
}
/**
* 1. Create a template with all settings filled out
* 2. Create a document from the template
@ -283,3 +301,231 @@ test('[TEMPLATE]: should create a team document from a team template', async ({
expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
});
/**
* This test verifies that we can create a document from a template using a custom document
* instead of the template's default document.
*/
test('[TEMPLATE]: should create a document from a template with custom document', async ({
page,
}) => {
const user = await seedUser();
const template = await seedBlankTemplate(user);
// Create a temporary PDF file for upload
const testPdfPath = createTempPdfFile();
const pdfContent = fs.readFileSync(testPdfPath).toString('base64');
try {
await apiSignin({
page,
email: user.email,
redirectPath: `/templates/${template.id}/edit`,
});
// Set template title
await page.getByLabel('Title').fill('TEMPLATE_WITH_CUSTOM_DOC');
await page.getByRole('button', { name: 'Continue' }).click();
await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
// Add a signer
await page.getByPlaceholder('Email').fill('recipient@documenso.com');
await page.getByPlaceholder('Name').fill('Recipient');
await page.getByRole('button', { name: 'Continue' }).click();
await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
await page.getByRole('button', { name: 'Save template' }).click();
// Use template with custom document
await page.waitForURL('/templates');
await page.getByRole('button', { name: 'Use Template' }).click();
// Enable custom document upload and upload file
await page.getByLabel('Upload custom document').check();
await page.locator('input[type="file"]').setInputFiles(testPdfPath);
// Wait for upload to complete
await expect(page.getByText(path.basename(testPdfPath))).toBeVisible();
// Create document with custom document data
await page.getByRole('button', { name: 'Create as draft' }).click();
// Review that the document was created with the custom document data
await page.waitForURL(/documents/);
const documentId = Number(page.url().split('/').pop());
const document = await prisma.document.findFirstOrThrow({
where: {
id: documentId,
},
include: {
documentData: true,
},
});
expect(document.title).toEqual('TEMPLATE_WITH_CUSTOM_DOC');
expect(document.documentData.type).toEqual(DocumentDataType.BYTES_64);
expect(document.documentData.data).toEqual(pdfContent);
expect(document.documentData.initialData).toEqual(pdfContent);
} finally {
// Clean up the temporary file
fs.unlinkSync(testPdfPath);
}
});
/**
* This test verifies that we can create a team document from a template using a custom document
* instead of the template's default document.
*/
test('[TEMPLATE]: should create a team document from a template with custom document', async ({
page,
}) => {
const { owner, ...team } = await seedTeam({
createTeamMembers: 2,
});
const template = await seedBlankTemplate(owner, {
createTemplateOptions: {
teamId: team.id,
},
});
// Create a temporary PDF file for upload
const testPdfPath = createTempPdfFile();
const pdfContent = fs.readFileSync(testPdfPath).toString('base64');
try {
await apiSignin({
page,
email: owner.email,
redirectPath: `/t/${team.url}/templates/${template.id}/edit`,
});
// Set template title
await page.getByLabel('Title').fill('TEAM_TEMPLATE_WITH_CUSTOM_DOC');
await page.getByRole('button', { name: 'Continue' }).click();
await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
// Add a signer
await page.getByPlaceholder('Email').fill('recipient@documenso.com');
await page.getByPlaceholder('Name').fill('Recipient');
await page.getByRole('button', { name: 'Continue' }).click();
await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
await page.getByRole('button', { name: 'Save template' }).click();
// Use template with custom document
await page.waitForURL(`/t/${team.url}/templates`);
await page.getByRole('button', { name: 'Use Template' }).click();
// Enable custom document upload and upload file
await page.getByLabel('Upload custom document').check();
await page.locator('input[type="file"]').setInputFiles(testPdfPath);
// Wait for upload to complete
await expect(page.getByText(path.basename(testPdfPath))).toBeVisible();
// Create document with custom document data
await page.getByRole('button', { name: 'Create as draft' }).click();
// Review that the document was created with the custom document data
await page.waitForURL(/documents/);
const documentId = Number(page.url().split('/').pop());
const document = await prisma.document.findFirstOrThrow({
where: {
id: documentId,
},
include: {
documentData: true,
},
});
expect(document.teamId).toEqual(team.id);
expect(document.title).toEqual('TEAM_TEMPLATE_WITH_CUSTOM_DOC');
expect(document.documentData.type).toEqual(DocumentDataType.BYTES_64);
expect(document.documentData.data).toEqual(pdfContent);
expect(document.documentData.initialData).toEqual(pdfContent);
} finally {
// Clean up the temporary file
fs.unlinkSync(testPdfPath);
}
});
/**
* This test verifies that when custom document upload is not enabled,
* the document uses the template's original document data.
*/
test('[TEMPLATE]: should create a document from a template using template document when custom document is not enabled', async ({
page,
}) => {
const user = await seedUser();
const template = await seedBlankTemplate(user);
await apiSignin({
page,
email: user.email,
redirectPath: `/templates/${template.id}/edit`,
});
// Set template title
await page.getByLabel('Title').fill('TEMPLATE_WITH_ORIGINAL_DOC');
await page.getByRole('button', { name: 'Continue' }).click();
await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
// Add a signer
await page.getByPlaceholder('Email').fill('recipient@documenso.com');
await page.getByPlaceholder('Name').fill('Recipient');
await page.getByRole('button', { name: 'Continue' }).click();
await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
await page.getByRole('button', { name: 'Save template' }).click();
// Use template without custom document
await page.waitForURL('/templates');
await page.getByRole('button', { name: 'Use Template' }).click();
// Verify custom document upload is not checked by default
await expect(page.getByLabel('Upload custom document')).not.toBeChecked();
// Create document without custom document data
await page.getByRole('button', { name: 'Create as draft' }).click();
// Review that the document was created with the template's document data
await page.waitForURL(/documents/);
const documentId = Number(page.url().split('/').pop());
const document = await prisma.document.findFirstOrThrow({
where: {
id: documentId,
},
include: {
documentData: true,
},
});
const templateWithData = await prisma.template.findFirstOrThrow({
where: {
id: template.id,
},
include: {
templateDocumentData: true,
},
});
expect(document.title).toEqual('TEMPLATE_WITH_ORIGINAL_DOC');
expect(document.documentData.data).toEqual(templateWithData.templateDocumentData.data);
expect(document.documentData.initialData).toEqual(
templateWithData.templateDocumentData.initialData,
);
expect(document.documentData.type).toEqual(templateWithData.templateDocumentData.type);
});