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feat: search documents by name or recipient name or recipient email (#1384)

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This commit is contained in:
Catalin Pit
2024-10-08 13:44:02 +03:00
committed by GitHub
parent 64ea4a6f9f
commit e40f47a73c
10 changed files with 357 additions and 13 deletions
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12
apps/web/src/app/(dashboard)/documents/documents-page-view.tsx
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@ -16,6 +16,7 @@ import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-documen
import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
import { DocumentSearch } from '~/components/(dashboard)/document-search/document-search';
import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-selector';
import { isPeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
import { DocumentStatus } from '~/components/formatter/document-status';
@ -25,16 +26,17 @@ import { DataTableSenderFilter } from './data-table-sender-filter';
import { EmptyDocumentState } from './empty-state';
import { UploadDocument } from './upload-document';
export type DocumentsPageViewProps = {
export interface DocumentsPageViewProps {
searchParams?: {
status?: ExtendedDocumentStatus;
period?: PeriodSelectorValue;
page?: string;
perPage?: string;
senderIds?: string;
search?: string;
};
team?: Team & { teamEmail?: TeamEmail | null } & { currentTeamMember?: { role: TeamMemberRole } };
};
}
export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPageViewProps) => {
const { user } = await getRequiredServerComponentSession();
@ -44,6 +46,7 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
const page = Number(searchParams.page) || 1;
const perPage = Number(searchParams.perPage) || 20;
const senderIds = parseToIntegerArray(searchParams.senderIds ?? '');
const search = searchParams.search || '';
const currentTeam = team
? { id: team.id, url: team.url, teamEmail: team.teamEmail?.email }
: undefined;
@ -52,6 +55,7 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
const getStatOptions: GetStatsInput = {
user,
period,
search,
};
if (team) {
@ -79,6 +83,7 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
perPage,
period,
senderIds,
search,
});
const getTabHref = (value: typeof status) => {
@ -148,6 +153,9 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
<div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
<PeriodSelector />
</div>
<div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
<DocumentSearch initialValue={search} />
</div>
</div>
</div>

41
apps/web/src/components/(dashboard)/document-search/document-search.tsx Normal file
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@ -0,0 +1,41 @@
'use client';
import { useCallback, useEffect, useState } from 'react';
import { useRouter, useSearchParams } from 'next/navigation';
import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
import { Input } from '@documenso/ui/primitives/input';
export const DocumentSearch = ({ initialValue = '' }: { initialValue?: string }) => {
const router = useRouter();
const searchParams = useSearchParams();
const [searchTerm, setSearchTerm] = useState(initialValue);
const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);
const handleSearch = useCallback(
(term: string) => {
const params = new URLSearchParams(searchParams?.toString() ?? '');
if (term) {
params.set('search', term);
} else {
params.delete('search');
}
router.push(`?${params.toString()}`);
},
[router, searchParams],
);
useEffect(() => {
handleSearch(searchTerm);
}, [debouncedSearchTerm]);
return (
<Input
type="search"
placeholder="Search documents..."
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
/>
);
};

249
packages/app-tests/e2e/teams/search-documents.spec.ts Normal file
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@ -0,0 +1,249 @@
import { expect, test } from '@playwright/test';
import { DocumentStatus, TeamMemberRole } from '@documenso/prisma/client';
import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documents';
import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
import { seedUser } from '@documenso/prisma/seed/users';
import { apiSignin, apiSignout } from '../fixtures/authentication';
import { checkDocumentTabCount } from '../fixtures/documents';
test('[TEAMS]: search respects team document visibility', async ({ page }) => {
const team = await seedTeam();
const adminUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.ADMIN });
const managerUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MANAGER });
const memberUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
await seedDocuments([
{
sender: team.owner,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: team.id,
visibility: 'EVERYONE',
title: 'Searchable Document for Everyone',
},
},
{
sender: team.owner,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: team.id,
visibility: 'MANAGER_AND_ABOVE',
title: 'Searchable Document for Managers',
},
},
{
sender: team.owner,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: team.id,
visibility: 'ADMIN',
title: 'Searchable Document for Admins',
},
},
]);
const testCases = [
{ user: adminUser, visibleDocs: 3 },
{ user: managerUser, visibleDocs: 2 },
{ user: memberUser, visibleDocs: 1 },
];
for (const { user, visibleDocs } of testCases) {
await apiSignin({
page,
email: user.email,
redirectPath: `/t/${team.url}/documents`,
});
await page.getByPlaceholder('Search documents...').fill('Searchable');
await page.waitForURL(/search=Searchable/);
await checkDocumentTabCount(page, 'All', visibleDocs);
await apiSignout({ page });
}
});
test('[TEAMS]: search does not reveal documents from other teams', async ({ page }) => {
const { team: teamA, teamMember2: teamAMember } = await seedTeamDocuments();
const { team: teamB } = await seedTeamDocuments();
await seedDocuments([
{
sender: teamA.owner,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: teamA.id,
visibility: 'EVERYONE',
title: 'Unique Team A Document',
},
},
{
sender: teamB.owner,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: teamB.id,
visibility: 'EVERYONE',
title: 'Unique Team B Document',
},
},
]);
await apiSignin({
page,
email: teamAMember.email,
redirectPath: `/t/${teamA.url}/documents`,
});
await page.getByPlaceholder('Search documents...').fill('Unique');
await page.waitForURL(/search=Unique/);
await checkDocumentTabCount(page, 'All', 1);
await expect(page.getByRole('link', { name: 'Unique Team A Document' })).toBeVisible();
await expect(page.getByRole('link', { name: 'Unique Team B Document' })).not.toBeVisible();
await apiSignout({ page });
});
test('[PERSONAL]: search does not reveal team documents in personal account', async ({ page }) => {
const { team, teamMember2 } = await seedTeamDocuments();
await seedDocuments([
{
sender: teamMember2,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: null,
title: 'Personal Unique Document',
},
},
{
sender: team.owner,
recipients: [],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: team.id,
visibility: 'EVERYONE',
title: 'Team Unique Document',
},
},
]);
await apiSignin({
page,
email: teamMember2.email,
redirectPath: '/documents',
});
await page.getByPlaceholder('Search documents...').fill('Unique');
await page.waitForURL(/search=Unique/);
await checkDocumentTabCount(page, 'All', 1);
await expect(page.getByRole('link', { name: 'Personal Unique Document' })).toBeVisible();
await expect(page.getByRole('link', { name: 'Team Unique Document' })).not.toBeVisible();
await apiSignout({ page });
});
test('[TEAMS]: search respects recipient visibility regardless of team visibility', async ({
page,
}) => {
const team = await seedTeam();
const memberUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.MEMBER });
await seedDocuments([
{
sender: team.owner,
recipients: [memberUser],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: team.id,
visibility: 'ADMIN',
title: 'Admin Document with Member Recipient',
},
},
]);
await apiSignin({
page,
email: memberUser.email,
redirectPath: `/t/${team.url}/documents`,
});
await page.getByPlaceholder('Search documents...').fill('Admin Document');
await page.waitForURL(/search=Admin(%20|\+|\s)Document/);
await checkDocumentTabCount(page, 'All', 1);
await expect(
page.getByRole('link', { name: 'Admin Document with Member Recipient' }),
).toBeVisible();
await apiSignout({ page });
});
test('[TEAMS]: search by recipient name respects visibility', async ({ page }) => {
const team = await seedTeam();
const adminUser = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.ADMIN });
const memberUser = await seedTeamMember({
teamId: team.id,
role: TeamMemberRole.MEMBER,
name: 'Team Member',
});
const uniqueRecipient = await seedUser();
await seedDocuments([
{
sender: team.owner,
recipients: [uniqueRecipient],
type: DocumentStatus.COMPLETED,
documentOptions: {
teamId: team.id,
visibility: 'ADMIN',
title: 'Admin Document for Unique Recipient',
},
},
]);
// Admin should see the document when searching by recipient name
await apiSignin({
page,
email: adminUser.email,
redirectPath: `/t/${team.url}/documents`,
});
await page.getByPlaceholder('Search documents...').fill('Unique Recipient');
await page.waitForURL(/search=Unique(%20|\+|\s)Recipient/);
await checkDocumentTabCount(page, 'All', 1);
await expect(
page.getByRole('link', { name: 'Admin Document for Unique Recipient' }),
).toBeVisible();
await apiSignout({ page });
// Member should not see the document when searching by recipient name
await apiSignin({
page,
email: memberUser.email,
redirectPath: `/t/${team.url}/documents`,
});
await page.getByPlaceholder('Search documents...').fill('Unique Recipient');
await page.waitForURL(/search=Unique(%20|\+|\s)Recipient/);
await checkDocumentTabCount(page, 'All', 0);
await expect(
page.getByRole('link', { name: 'Admin Document for Unique Recipient' }),
).not.toBeVisible();
await apiSignout({ page });
});

12
packages/lib/server-only/document/find-documents.ts
View File

@ -25,6 +25,7 @@ export type FindDocumentsOptions = {
};
period?: PeriodSelectorValue;
senderIds?: number[];
search?: string;
};
export const findDocuments = async ({
@ -37,6 +38,7 @@ export const findDocuments = async ({
orderBy,
period,
senderIds,
search,
}: FindDocumentsOptions) => {
const { user, team } = await prisma.$transaction(async (tx) => {
const user = await tx.user.findFirstOrThrow({
@ -92,6 +94,14 @@ export const findDocuments = async ({
})
.otherwise(() => undefined);
const searchFilter: Prisma.DocumentWhereInput = {
OR: [
{ title: { contains: search, mode: 'insensitive' } },
{ Recipient: { some: { name: { contains: search, mode: 'insensitive' } } } },
{ Recipient: { some: { email: { contains: search, mode: 'insensitive' } } } },
],
};
const visibilityFilters = [
match(teamMemberRole)
.with(TeamMemberRole.ADMIN, () => ({
@ -188,7 +198,7 @@ export const findDocuments = async ({
}
const whereClause: Prisma.DocumentWhereInput = {
AND: [{ ...termFilters }, { ...filters }, { ...deletedFilter }],
AND: [{ ...termFilters }, { ...filters }, { ...deletedFilter }, { ...searchFilter }],
};
if (period) {

37
packages/lib/server-only/document/get-stats.ts
View File

@ -15,9 +15,10 @@ export type GetStatsInput = {
user: User;
team?: Omit<GetTeamCountsOption, 'createdAt'>;
period?: PeriodSelectorValue;
search?: string;
};
export const getStats = async ({ user, period, ...options }: GetStatsInput) => {
export const getStats = async ({ user, period, search, ...options }: GetStatsInput) => {
let createdAt: Prisma.DocumentWhereInput['createdAt'];
if (period) {
@ -31,8 +32,14 @@ export const getStats = async ({ user, period, ...options }: GetStatsInput) => {
}
const [ownerCounts, notSignedCounts, hasSignedCounts] = await (options.team
? getTeamCounts({ ...options.team, createdAt, currentUserEmail: user.email, userId: user.id })
: getCounts({ user, createdAt }));
? getTeamCounts({
...options.team,
createdAt,
currentUserEmail: user.email,
userId: user.id,
search,
})
: getCounts({ user, createdAt, search }));
const stats: Record<ExtendedDocumentStatus, number> = {
[ExtendedDocumentStatus.DRAFT]: 0,
@ -72,9 +79,18 @@ export const getStats = async ({ user, period, ...options }: GetStatsInput) => {
type GetCountsOption = {
user: User;
createdAt: Prisma.DocumentWhereInput['createdAt'];
search?: string;
};
const getCounts = async ({ user, createdAt, search }: GetCountsOption) => {
const searchFilter: Prisma.DocumentWhereInput = {
OR: [
{ title: { contains: search, mode: 'insensitive' } },
{ Recipient: { some: { name: { contains: search, mode: 'insensitive' } } } },
{ Recipient: { some: { email: { contains: search, mode: 'insensitive' } } } },
],
};
const getCounts = async ({ user, createdAt }: GetCountsOption) => {
return Promise.all([
// Owner counts.
prisma.document.groupBy({
@ -87,6 +103,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
createdAt,
teamId: null,
deletedAt: null,
AND: [searchFilter],
},
}),
// Not signed counts.
@ -105,6 +122,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
},
},
createdAt,
AND: [searchFilter],
},
}),
// Has signed counts.
@ -142,6 +160,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
},
},
],
AND: [searchFilter],
},
}),
]);
@ -155,6 +174,7 @@ type GetTeamCountsOption = {
userId: number;
createdAt: Prisma.DocumentWhereInput['createdAt'];
currentTeamMemberRole?: TeamMemberRole;
search?: string;
};
const getTeamCounts = async (options: GetTeamCountsOption) => {
@ -169,6 +189,14 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
}
: undefined;
const searchFilter: Prisma.DocumentWhereInput = {
OR: [
{ title: { contains: options.search, mode: 'insensitive' } },
{ Recipient: { some: { name: { contains: options.search, mode: 'insensitive' } } } },
{ Recipient: { some: { email: { contains: options.search, mode: 'insensitive' } } } },
],
};
let ownerCountsWhereInput: Prisma.DocumentWhereInput = {
userId: userIdWhereClause,
createdAt,
@ -220,6 +248,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
},
},
],
...searchFilter,
};
if (teamEmail) {

2
packages/lib/translations/de/web.po
View File

@ -1316,7 +1316,7 @@ msgstr "Dokument wird dauerhaft gelöscht"
#: apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx:109
#: apps/web/src/app/(dashboard)/documents/[id]/loading.tsx:16
#: apps/web/src/app/(dashboard)/documents/[id]/sent/page.tsx:15
#: apps/web/src/app/(dashboard)/documents/documents-page-view.tsx:114
#: apps/web/src/app/(dashboard)/documents/documents-page-view.tsx:119
#: apps/web/src/app/(profile)/p/[url]/page.tsx:166
#: apps/web/src/app/not-found.tsx:21
#: apps/web/src/components/(dashboard)/common/command-menu.tsx:205

2
packages/lib/translations/en/web.po
View File

@ -1311,7 +1311,7 @@ msgstr "Document will be permanently deleted"
#: apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx:109
#: apps/web/src/app/(dashboard)/documents/[id]/loading.tsx:16
#: apps/web/src/app/(dashboard)/documents/[id]/sent/page.tsx:15
#: apps/web/src/app/(dashboard)/documents/documents-page-view.tsx:114
#: apps/web/src/app/(dashboard)/documents/documents-page-view.tsx:119
#: apps/web/src/app/(profile)/p/[url]/page.tsx:166
#: apps/web/src/app/not-found.tsx:21
#: apps/web/src/components/(dashboard)/common/command-menu.tsx:205

2
packages/lib/translations/fr/web.po
View File

@ -1316,7 +1316,7 @@ msgstr "Le document sera supprimé de manière permanente"
#: apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx:109
#: apps/web/src/app/(dashboard)/documents/[id]/loading.tsx:16
#: apps/web/src/app/(dashboard)/documents/[id]/sent/page.tsx:15
#: apps/web/src/app/(dashboard)/documents/documents-page-view.tsx:114
#: apps/web/src/app/(dashboard)/documents/documents-page-view.tsx:119
#: apps/web/src/app/(profile)/p/[url]/page.tsx:166
#: apps/web/src/app/not-found.tsx:21
#: apps/web/src/components/(dashboard)/common/command-menu.tsx:205

4
packages/prisma/seed/teams.ts
View File

@ -105,13 +105,15 @@ export const unseedTeam = async (teamUrl: string) => {
type SeedTeamMemberOptions = {
teamId: number;
role?: TeamMemberRole;
name?: string;
};
export const seedTeamMember = async ({
teamId,
name,
role = TeamMemberRole.ADMIN,
}: SeedTeamMemberOptions) => {
const user = await seedUser();
const user = await seedUser({ name });
await prisma.teamMember.create({
data: {

9
packages/prisma/seed/users.ts
View File

@ -21,8 +21,13 @@ export const seedUser = async ({
password = 'password',
verified = true,
}: SeedUserOptions = {}) => {
if (!name) {
let url = name;
if (name) {
url = nanoid();
} else {
name = nanoid();
url = name;
}
if (!email) {
@ -35,7 +40,7 @@ export const seedUser = async ({
email,
password: hashSync(password),
emailVerified: verified ? new Date() : undefined,
url: name,
url,
},
});
};