feat: add inbox filters (#3372)

This commit is contained in:
David Nguyen
2026-09-17 17:21:34 +10:00
committed by GitHub
parent 0c6249744a
commit e658cc5818
8 changed files with 907 additions and 35 deletions
@@ -0,0 +1,423 @@
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import { prisma } from '@documenso/prisma';
import {
seedCancelledDocument,
seedCompletedDocument,
seedDraftDocument,
seedPendingDocument,
} from '@documenso/prisma/seed/documents';
import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
import { seedUser } from '@documenso/prisma/seed/users';
import type { Page } from '@playwright/test';
import { expect, test } from '@playwright/test';
import { DocumentStatus, EnvelopeType, RecipientRole, TeamMemberRole } from '@prisma/client';
import { apiSignin, apiSignout } from '../../fixtures/authentication';
const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
test.describe.configure({
mode: 'parallel',
});
type InboxFindInput = {
query?: string;
status?: string;
page?: number;
perPage?: number;
};
type InboxFindDocument = {
envelopeId: string;
title: string;
status: string;
recipients: Array<{ email: string; token: string }>;
};
/**
* Calls `document.inbox.find` directly, bypassing any UI level restrictions so
* we can assert the server rejects or ignores hostile input on its own.
*/
const trpcInboxFind = async (page: Page, input: InboxFindInput) => {
const inputParam = encodeURIComponent(JSON.stringify({ json: input }));
const url = `${WEBAPP_BASE_URL}/api/trpc/document.inbox.find?input=${inputParam}`;
const res = await page.context().request.get(url);
return {
res,
data: res.ok()
? // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
((await res.json()).result.data.json as { data: InboxFindDocument[]; count: number })
: null,
};
};
const titlesOf = (data: { data: InboxFindDocument[] } | null) => (data?.data ?? []).map((doc) => doc.title);
// ─── Recipient scoping ───────────────────────────────────────────────────────
test.describe('Inbox Find - Recipient Scoping', () => {
test('should not return documents the user is not a recipient of, even when searched by title', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: victim } = await seedUser();
const { user: attacker } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [victim], {
createDocumentOptions: { title: 'Confidential Merger Agreement' },
});
await seedCompletedDocument(sender, senderTeam.id, [victim], {
createDocumentOptions: { title: 'Confidential Severance Package' },
});
// Positive control: the actual recipient can find them.
await apiSignin({ page, email: victim.email });
const victimPending = await trpcInboxFind(page, { query: 'Confidential', status: 'PENDING' });
expect(titlesOf(victimPending.data)).toEqual(['Confidential Merger Agreement']);
const victimCompleted = await trpcInboxFind(page, { query: 'Confidential', status: 'COMPLETED' });
expect(titlesOf(victimCompleted.data)).toEqual(['Confidential Severance Package']);
await apiSignout({ page });
// The attacker knows the exact title but is not a recipient.
await apiSignin({ page, email: attacker.email });
for (const status of ['PENDING', 'COMPLETED', undefined]) {
const { res, data } = await trpcInboxFind(page, { query: 'Confidential', status });
expect(res.ok()).toBeTruthy();
expect(data?.count).toBe(0);
expect(titlesOf(data)).toEqual([]);
}
await apiSignout({ page });
});
test('should not return documents where the user is only a CC recipient', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
const ccDocument = await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'CC Only Contract' },
});
await prisma.recipient.updateMany({
where: { envelopeId: ccDocument.id, email: recipient.email },
data: { role: RecipientRole.CC },
});
// Positive control on the same account.
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Signer Contract' },
});
await apiSignin({ page, email: recipient.email });
const unfiltered = await trpcInboxFind(page, {});
expect(titlesOf(unfiltered.data)).toEqual(['Signer Contract']);
const searched = await trpcInboxFind(page, { query: 'CC Only' });
expect(titlesOf(searched.data)).toEqual([]);
await apiSignout({ page });
});
test('should not expose team documents to team members who are not recipients', async ({ page }) => {
const { team, owner } = await seedTeam();
const { user: outsideRecipient } = await seedUser();
// A team admin can see this document on the team documents page, but the
// inbox is strictly recipient scoped.
const teamAdmin = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.ADMIN });
await seedPendingDocument(owner, team.id, [outsideRecipient], {
createDocumentOptions: { title: 'Team Payroll Summary' },
});
await seedCompletedDocument(owner, team.id, [outsideRecipient], {
createDocumentOptions: { title: 'Team Board Minutes' },
});
await apiSignin({ page, email: teamAdmin.email });
const pending = await trpcInboxFind(page, { query: 'Team', status: 'PENDING' });
expect(titlesOf(pending.data)).toEqual([]);
const completed = await trpcInboxFind(page, { query: 'Team', status: 'COMPLETED' });
expect(titlesOf(completed.data)).toEqual([]);
await apiSignout({ page });
// The document owner is also not a recipient, so it should not be in their inbox either.
await apiSignin({ page, email: owner.email });
const ownerResult = await trpcInboxFind(page, { query: 'Team' });
expect(titlesOf(ownerResult.data)).toEqual([]);
await apiSignout({ page });
});
test('should mask signing tokens of other recipients', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
const { user: otherRecipient } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [recipient, otherRecipient], {
createDocumentOptions: { title: 'Shared Token Document' },
});
await apiSignin({ page, email: recipient.email });
const { data } = await trpcInboxFind(page, { query: 'Shared Token', status: 'PENDING' });
expect(data?.data).toHaveLength(1);
const document = data?.data[0];
const ownRecipient = document?.recipients.find((r) => r.email === recipient.email);
const foreignRecipient = document?.recipients.find((r) => r.email === otherRecipient.email);
expect(ownRecipient?.token).toBeTruthy();
expect(foreignRecipient?.token).toBe('');
await apiSignout({ page });
});
});
// ─── Search hardening ────────────────────────────────────────────────────────
test.describe('Inbox Find - Search Hardening', () => {
test('should keep wildcard searches scoped to the recipient inbox', async ({ page }) => {
// SQL LIKE wildcards ("%" and "_") are intentionally passed through so
// users can do advanced searches. That must only ever widen the title
// match, never the recipient scoping.
const { user: sender, team: senderTeam } = await seedUser();
const { user: victim } = await seedUser();
const { user: attacker } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [victim], {
createDocumentOptions: { title: 'Victim Alpha Report' },
});
await seedCompletedDocument(sender, senderTeam.id, [victim], {
createDocumentOptions: { title: 'Victim Beta Report' },
});
// The attacker has one document of their own so we can prove wildcards
// return their inbox and nothing more.
await seedPendingDocument(sender, senderTeam.id, [attacker], {
createDocumentOptions: { title: 'Attacker Own Report' },
});
const wildcardQueries = ['%', '_', '%%%', '%Report%', 'Victim%', 'Victim _lpha%', '\\', '%victim%'];
// Positive control: wildcards work for the actual recipient.
await apiSignin({ page, email: victim.email });
const victimAll = await trpcInboxFind(page, { query: '%' });
expect(titlesOf(victimAll.data).sort()).toEqual(['Victim Alpha Report', 'Victim Beta Report']);
const victimPattern = await trpcInboxFind(page, { query: 'Victim _lpha%' });
expect(titlesOf(victimPattern.data)).toEqual(['Victim Alpha Report']);
await apiSignout({ page });
// The attacker gets exactly their own inbox for every wildcard, never the victim's.
await apiSignin({ page, email: attacker.email });
for (const query of wildcardQueries) {
const { res, data } = await trpcInboxFind(page, { query });
expect(res.ok(), `query "${query}"`).toBeTruthy();
const titles = titlesOf(data);
expect(titles, `query "${query}"`).not.toContain('Victim Alpha Report');
expect(titles, `query "${query}"`).not.toContain('Victim Beta Report');
expect(
titles.every((title) => title === 'Attacker Own Report'),
`query "${query}"`,
).toBe(true);
}
// Wildcards combined with the status filter still cannot escape the scope.
for (const status of ['PENDING', 'COMPLETED', 'REJECTED', 'CANCELLED']) {
const { data } = await trpcInboxFind(page, { query: '%', status });
expect(titlesOf(data), `status "${status}"`).not.toContain('Victim Alpha Report');
expect(titlesOf(data), `status "${status}"`).not.toContain('Victim Beta Report');
}
await apiSignout({ page });
});
test('should only match against the document title', async ({ page }) => {
// Explicit names so the negative queries below are deterministic.
const { user: sender, team: senderTeam } = await seedUser({ name: 'Sender Person' });
const { user: recipient } = await seedUser({ name: 'Recipient Person' });
await seedPendingDocument(sender, senderTeam.id, ['zebra-person@test.documenso.com', recipient], {
createDocumentOptions: {
title: 'Plain Title',
externalId: 'ext-hidden-identifier',
},
});
await apiSignin({ page, email: recipient.email });
// Positive control.
const byTitle = await trpcInboxFind(page, { query: 'Plain' });
expect(titlesOf(byTitle.data)).toEqual(['Plain Title']);
// External IDs, sender details and other recipients must not be probeable
// through the inbox search.
for (const query of ['ext-hidden', sender.email, 'Sender Person', 'zebra-person']) {
const { data } = await trpcInboxFind(page, { query });
expect(titlesOf(data), `query "${query}"`).toEqual([]);
}
await apiSignout({ page });
});
test('should not surface deleted, draft or template envelopes through search', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
const deletedDocument = await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Hidden Deleted Document' },
});
await prisma.envelope.update({
where: { id: deletedDocument.id },
data: { deletedAt: new Date() },
});
await seedDraftDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Hidden Draft Document' },
});
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Hidden Template Envelope', type: EnvelopeType.TEMPLATE },
});
// Positive control.
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Hidden Visible Document' },
});
await apiSignin({ page, email: recipient.email });
const unfiltered = await trpcInboxFind(page, { query: 'Hidden' });
expect(titlesOf(unfiltered.data)).toEqual(['Hidden Visible Document']);
for (const query of ['Hidden Deleted', 'Hidden Draft', 'Hidden Template']) {
const { data } = await trpcInboxFind(page, { query });
expect(titlesOf(data)).toEqual([]);
}
await apiSignout({ page });
});
});
// ─── Status filter hardening ─────────────────────────────────────────────────
test.describe('Inbox Find - Status Filter Hardening', () => {
test('should reject draft and virtual status values', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
// A recipient on a draft must never be able to pull it out via the status filter.
await seedDraftDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Unsent Draft Document' },
});
await apiSignin({ page, email: recipient.email });
for (const status of ['DRAFT', 'EXPIRED', 'INBOX', 'ALL', 'pending', 'draft', '']) {
const { res, data } = await trpcInboxFind(page, { status });
expect(res.status(), `status "${status}" should be rejected`).toBe(400);
expect(data).toBeNull();
}
// Sanity check that the valid filters, and the unfiltered view, never include the draft.
for (const status of ['PENDING', 'COMPLETED', 'REJECTED', 'CANCELLED', undefined]) {
const { res, data } = await trpcInboxFind(page, { status });
expect(res.ok(), `status "${status}" should be accepted`).toBeTruthy();
expect(titlesOf(data)).toEqual([]);
}
await apiSignout({ page });
});
test('should scope each status filter to exactly that status', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Scoped Pending Document' },
});
await seedCompletedDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Scoped Completed Document' },
});
await seedCancelledDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Scoped Cancelled Document' },
});
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Scoped Rejected Document', status: DocumentStatus.REJECTED },
});
await apiSignin({ page, email: recipient.email });
const expectations = [
{ status: 'PENDING', expected: ['Scoped Pending Document'] },
{ status: 'COMPLETED', expected: ['Scoped Completed Document'] },
{ status: 'CANCELLED', expected: ['Scoped Cancelled Document'] },
{ status: 'REJECTED', expected: ['Scoped Rejected Document'] },
];
for (const { status, expected } of expectations) {
const { data } = await trpcInboxFind(page, { query: 'Scoped', status });
expect(titlesOf(data), `status "${status}"`).toEqual(expected);
}
await apiSignout({ page });
});
test('should reject pagination values outside of the allowed range', async ({ page }) => {
const { user } = await seedUser();
await apiSignin({ page, email: user.email });
const tooManyPerPage = await trpcInboxFind(page, { perPage: 101 });
expect(tooManyPerPage.res.status()).toBe(400);
const zeroPerPage = await trpcInboxFind(page, { perPage: 0 });
expect(zeroPerPage.res.status()).toBe(400);
const zeroPage = await trpcInboxFind(page, { page: 0 });
expect(zeroPage.res.status()).toBe(400);
await apiSignout({ page });
});
});
// ─── Authentication ──────────────────────────────────────────────────────────
test.describe('Inbox Find - Authentication', () => {
test('should reject unauthenticated requests', async ({ page }) => {
const { res } = await trpcInboxFind(page, { query: 'anything', status: 'PENDING' });
expect(res.ok()).toBeFalsy();
expect(res.status()).toBe(401);
});
});
@@ -0,0 +1,335 @@
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import { prisma } from '@documenso/prisma';
import {
seedCancelledDocument,
seedCompletedDocument,
seedDraftDocument,
seedPendingDocument,
} from '@documenso/prisma/seed/documents';
import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
import { seedUser } from '@documenso/prisma/seed/users';
import type { Page } from '@playwright/test';
import { expect, test } from '@playwright/test';
import { DocumentStatus, RecipientRole, TeamMemberRole } from '@prisma/client';
import { apiSignin } from '../fixtures/authentication';
test.describe.configure({
mode: 'parallel',
});
const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
const DEFAULT_EMPTY_STATE = 'Documents that require your attention will appear here';
const COMPLETED_EMPTY_STATE = 'Documents that you have completed will appear here';
const SEARCH_EMPTY_STATE = 'No documents match your search';
const inboxRow = (page: Page, title: string) => page.getByRole('row').filter({ hasText: title });
const searchInbox = async (page: Page, query: string) => {
await page.getByPlaceholder('Search documents...').fill(query);
// An empty search removes the param entirely.
await page.waitForURL((url) => (url.searchParams.get('query') ?? '') === query);
};
// Rendered labels come from the compiled English catalog, which uses the US
// spelling "Canceled" for the `Cancelled` source string.
const INBOX_STATUS_LABELS = {
[DocumentStatus.PENDING]: 'Pending',
[DocumentStatus.COMPLETED]: 'Completed',
[DocumentStatus.REJECTED]: 'Rejected',
[DocumentStatus.CANCELLED]: 'Canceled',
} as const;
type InboxStatus = keyof typeof INBOX_STATUS_LABELS;
const selectInboxStatus = async (page: Page, status: InboxStatus) => {
await page.getByTestId('documents-table-status-filter').click();
await page.getByRole('option', { name: INBOX_STATUS_LABELS[status], exact: true }).click();
await page.waitForURL((url) => url.searchParams.get('status') === status);
};
// ─── Behaviour ───────────────────────────────────────────────────────────────
test.describe('Inbox - Search & Status Filter', () => {
test('should show every non-draft document by default', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Inbox Pending Document' },
});
await seedCompletedDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Inbox Completed Document' },
});
await seedCancelledDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Inbox Cancelled Document' },
});
await seedDraftDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Inbox Draft Document' },
});
await apiSignin({ page, email: recipient.email, redirectPath: '/inbox' });
// No status selected by default.
expect(new URL(page.url()).searchParams.get('status')).toBeNull();
await expect(page.getByTestId('documents-table-status-filter')).toHaveText('Status');
await expect(inboxRow(page, 'Inbox Pending Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Completed Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Cancelled Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Draft Document')).not.toBeVisible();
await selectInboxStatus(page, DocumentStatus.COMPLETED);
await expect(page.getByTestId('documents-table-status-filter')).toContainText('Completed');
await expect(inboxRow(page, 'Inbox Completed Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Pending Document')).not.toBeVisible();
await expect(inboxRow(page, 'Inbox Cancelled Document')).not.toBeVisible();
await selectInboxStatus(page, DocumentStatus.CANCELLED);
await expect(inboxRow(page, 'Inbox Cancelled Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Pending Document')).not.toBeVisible();
await expect(inboxRow(page, 'Inbox Completed Document')).not.toBeVisible();
// Clearing the filter returns to every non-draft document.
await page.getByTestId('documents-table-status-filter').click();
await page.getByRole('option', { name: 'Clear' }).click();
await page.waitForURL((url) => url.searchParams.get('status') === null);
await expect(page.getByTestId('documents-table-status-filter')).toHaveText('Status');
await expect(inboxRow(page, 'Inbox Pending Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Completed Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Cancelled Document')).toBeVisible();
await expect(inboxRow(page, 'Inbox Draft Document')).not.toBeVisible();
});
test('should offer every status except draft', async ({ page }) => {
const { user } = await seedUser();
await apiSignin({ page, email: user.email, redirectPath: '/inbox' });
await page.getByTestId('documents-table-status-filter').click();
for (const visibleStatus of Object.values(INBOX_STATUS_LABELS)) {
await expect(page.getByRole('option', { name: visibleStatus, exact: true })).toBeVisible();
}
for (const hiddenStatus of ['Draft', 'Inbox', 'All', 'Expired']) {
await expect(page.getByRole('option', { name: hiddenStatus, exact: true })).not.toBeVisible();
}
});
test('should filter documents by title', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Alpha Agreement' },
});
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Beta Agreement' },
});
await apiSignin({ page, email: recipient.email, redirectPath: '/inbox' });
await expect(inboxRow(page, 'Alpha Agreement')).toBeVisible();
await expect(inboxRow(page, 'Beta Agreement')).toBeVisible();
await searchInbox(page, 'alpha');
await expect(inboxRow(page, 'Alpha Agreement')).toBeVisible();
await expect(inboxRow(page, 'Beta Agreement')).not.toBeVisible();
await searchInbox(page, 'Gamma');
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
// Search is combined with the status filter.
await selectInboxStatus(page, DocumentStatus.COMPLETED);
await searchInbox(page, 'Agreement');
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'Alpha Agreement')).not.toBeVisible();
// Clearing the search shows the status specific empty state.
await searchInbox(page, '');
await expect(page.getByText(COMPLETED_EMPTY_STATE)).toBeVisible();
});
});
// ─── Adversarial ─────────────────────────────────────────────────────────────
test.describe('Inbox - Adversarial Access', () => {
test('should not leak another user documents through search', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: victim } = await seedUser();
const { user: attacker } = await seedUser();
await seedPendingDocument(sender, senderTeam.id, [victim], {
createDocumentOptions: { title: 'Confidential Merger Agreement' },
});
await seedCompletedDocument(sender, senderTeam.id, [victim], {
createDocumentOptions: { title: 'Confidential Severance Package' },
});
// Attacker lands directly on a crafted URL with the exact title.
await apiSignin({
page,
email: attacker.email,
redirectPath: '/inbox?query=Confidential%20Merger%20Agreement',
});
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'Confidential Merger Agreement')).not.toBeVisible();
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=Confidential&status=COMPLETED`);
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'Confidential Severance Package')).not.toBeVisible();
// Wildcards must not widen the search to everything.
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=%25`);
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(page.getByText('Confidential', { exact: false })).not.toBeVisible();
});
test('should ignore tampered status values', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
// The recipient is attached to a draft that has not been sent yet. It must
// never be reachable via the URL, regardless of the status requested.
await seedDraftDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Unsent Draft Document' },
});
await seedCancelledDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Cancelled Document' },
});
await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Legit Pending Document' },
});
// Draft, virtual and derived statuses are ignored, showing the unfiltered
// non-draft view. Kept to a handful of full page loads per test since each
// one is a fresh navigation.
const expectUnfilteredView = async () => {
await expect(page.getByTestId('documents-table-status-filter')).toHaveText('Status');
await expect(inboxRow(page, 'Legit Pending Document')).toBeVisible();
await expect(inboxRow(page, 'Cancelled Document')).toBeVisible();
await expect(inboxRow(page, 'Unsent Draft Document')).not.toBeVisible();
};
await apiSignin({ page, email: recipient.email, redirectPath: '/inbox?status=DRAFT' });
await expectUnfilteredView();
await page.goto(`${WEBAPP_BASE_URL}/inbox?status=ALL`);
await expectUnfilteredView();
await page.goto(`${WEBAPP_BASE_URL}/inbox?status=EXPIRED`);
await expectUnfilteredView();
// Searching by the exact title of the draft must not surface it either.
await searchInbox(page, 'Unsent Draft');
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
// Supported non-pending statuses are scoped to exactly that status.
await page.goto(`${WEBAPP_BASE_URL}/inbox?status=CANCELLED`);
await expect(page.getByTestId('documents-table-status-filter')).toContainText(
INBOX_STATUS_LABELS[DocumentStatus.CANCELLED],
);
await expect(inboxRow(page, 'Cancelled Document')).toBeVisible();
await expect(inboxRow(page, 'Legit Pending Document')).not.toBeVisible();
await expect(inboxRow(page, 'Unsent Draft Document')).not.toBeVisible();
});
test('should not show deleted or CC documents even when searched by exact title', async ({ page }) => {
const { user: sender, team: senderTeam } = await seedUser();
const { user: recipient } = await seedUser();
const deletedDocument = await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'Deleted Pending Document' },
});
await prisma.envelope.update({
where: { id: deletedDocument.id },
data: { deletedAt: new Date() },
});
const ccDocument = await seedPendingDocument(sender, senderTeam.id, [recipient], {
createDocumentOptions: { title: 'CC Only Pending Document' },
});
await prisma.recipient.updateMany({
where: { envelopeId: ccDocument.id, email: recipient.email },
data: { role: RecipientRole.CC },
});
await apiSignin({ page, email: recipient.email, redirectPath: '/inbox' });
await expect(page.getByText(DEFAULT_EMPTY_STATE)).toBeVisible();
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=Deleted%20Pending`);
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'Deleted Pending Document')).not.toBeVisible();
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=CC%20Only`);
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'CC Only Pending Document')).not.toBeVisible();
});
test('should not show team documents to team members who are not recipients', async ({ page }) => {
const { team, owner } = await seedTeam();
const { user: outsideRecipient } = await seedUser();
const teamAdmin = await seedTeamMember({ teamId: team.id, role: TeamMemberRole.ADMIN });
await seedPendingDocument(owner, team.id, [outsideRecipient], {
createDocumentOptions: { title: 'Team Payroll Summary' },
});
await seedCompletedDocument(owner, team.id, [outsideRecipient], {
createDocumentOptions: { title: 'Team Board Minutes' },
});
// A team admin sees these on the team documents page, but the personal
// inbox is strictly recipient scoped.
await apiSignin({ page, email: teamAdmin.email, redirectPath: '/inbox?query=Team' });
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'Team Payroll Summary')).not.toBeVisible();
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=Team&status=COMPLETED`);
await expect(page.getByText(SEARCH_EMPTY_STATE)).toBeVisible();
await expect(inboxRow(page, 'Team Board Minutes')).not.toBeVisible();
// Positive control: the actual recipient can find both.
await page.context().clearCookies();
await apiSignin({ page, email: outsideRecipient.email, redirectPath: '/inbox?query=Team' });
await expect(inboxRow(page, 'Team Payroll Summary')).toBeVisible();
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=Team&status=COMPLETED`);
await expect(inboxRow(page, 'Team Board Minutes')).toBeVisible();
});
test('should redirect unauthenticated users away from the inbox', async ({ page }) => {
await page.goto(`${WEBAPP_BASE_URL}/inbox?query=Confidential&status=COMPLETED`);
await expect(page).toHaveURL(/\/signin/);
});
});
@@ -5,13 +5,13 @@ import type { Envelope, Prisma } from '@prisma/client';
import { DocumentStatus, EnvelopeType, RecipientRole } from '@prisma/client';
import { authenticatedProcedure } from '../trpc';
import { ZFindInboxRequestSchema, ZFindInboxResponseSchema } from './find-inbox.types';
import { type TInboxStatus, ZFindInboxRequestSchema, ZFindInboxResponseSchema } from './find-inbox.types';
export const findInboxRoute = authenticatedProcedure
.input(ZFindInboxRequestSchema)
.output(ZFindInboxResponseSchema)
.query(async ({ input, ctx }) => {
const { page, perPage } = input;
const { page, perPage, query, status } = input;
const userId = ctx.user.id;
@@ -19,6 +19,8 @@ export const findInboxRoute = authenticatedProcedure
userId,
page,
perPage,
query,
status,
});
return {
@@ -31,13 +33,22 @@ export type FindInboxOptions = {
userId: number;
page?: number;
perPage?: number;
/**
* Case insensitive search against the document title.
*/
query?: string;
/**
* Restrict results to a single status. When omitted, every non-draft status is returned.
*/
status?: TInboxStatus;
orderBy?: {
column: keyof Omit<Envelope, 'envelope'>;
direction: 'asc' | 'desc';
};
};
export const findInbox = async ({ userId, page = 1, perPage = 10, orderBy }: FindInboxOptions) => {
export const findInbox = async ({ userId, page = 1, perPage = 10, query = '', status, orderBy }: FindInboxOptions) => {
const user = await prisma.user.findFirstOrThrow({
where: {
id: userId,
@@ -50,10 +61,11 @@ export const findInbox = async ({ userId, page = 1, perPage = 10, orderBy }: Fin
const orderByColumn = orderBy?.column ?? 'createdAt';
const orderByDirection = orderBy?.direction ?? 'desc';
const searchQuery = query.trim();
const whereClause: Prisma.EnvelopeWhereInput = {
type: EnvelopeType.DOCUMENT,
status: {
status: status ?? {
not: DocumentStatus.DRAFT,
},
deletedAt: null,
@@ -67,6 +79,13 @@ export const findInbox = async ({ userId, page = 1, perPage = 10, orderBy }: Fin
},
};
if (searchQuery.length > 0) {
whereClause.title = {
contains: searchQuery,
mode: 'insensitive',
};
}
const [data, count] = await Promise.all([
prisma.envelope.findMany({
where: whereClause,
@@ -2,12 +2,33 @@
import { ZDocumentManySchema } from '@documenso/lib/types/document';
import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
import type { z } from 'zod';
import { DocumentStatus } from '@prisma/client';
import { z } from 'zod';
export const ZFindInboxRequestSchema = ZFindSearchParamsSchema;
/**
* The statuses that can be filtered by in the inbox.
*
* Every document status except DRAFT, since drafts have not been sent to
* recipients yet and must never be visible in the inbox.
*/
export const INBOX_STATUSES = [
DocumentStatus.PENDING,
DocumentStatus.COMPLETED,
DocumentStatus.REJECTED,
DocumentStatus.CANCELLED,
] as const;
export const ZInboxStatusSchema = z.enum(INBOX_STATUSES);
export type TInboxStatus = z.infer<typeof ZInboxStatusSchema>;
export const ZFindInboxRequestSchema = ZFindSearchParamsSchema.extend({
status: ZInboxStatusSchema.describe('Filter the inbox by document status.').optional(),
});
export const ZFindInboxResponseSchema = ZFindResultResponse.extend({
data: ZDocumentManySchema.array(),
});
export type TFindInboxRequest = z.infer<typeof ZFindInboxRequestSchema>;
export type TFindInboxResponse = z.infer<typeof ZFindInboxResponseSchema>;