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Author SHA1 Message Date
9350c53c7d chore: add code styleguide (#2089)
Co-authored-by: Ephraim Atta-Duncan <ephraimduncan68@gmail.com>
2025-10-28 22:25:27 +11:00
ffce7a2c81 fix: filter document stats by folder (#2083)
This pull request refactors the filtering logic in the `getTeamCounts`
function within `get-stats.ts` to improve consistency and
maintainability. The main change is the consolidation of multiple filter
conditions into a single `AND` clause, which now includes search
filters, folder filters, and visibility filters. This ensures that all
relevant filters are applied in a unified way for document count
queries.
2025-10-28 21:16:12 +11:00
353bdce86b feat: admin member role updates (#2093) 2025-10-28 21:09:38 +11:00
10 changed files with 1372 additions and 89 deletions

692
CODE_STYLE.md Normal file
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# Documenso Code Style Guide
This document captures the code style, patterns, and conventions used in the Documenso codebase. It covers both enforceable rules and subjective "taste" elements that make our code consistent and maintainable.
## Table of Contents
1. [General Principles](#general-principles)
2. [TypeScript Conventions](#typescript-conventions)
3. [Imports & Dependencies](#imports--dependencies)
4. [Functions & Methods](#functions--methods)
5. [React & Components](#react--components)
6. [Error Handling](#error-handling)
7. [Async/Await Patterns](#asyncawait-patterns)
8. [Whitespace & Formatting](#whitespace--formatting)
9. [Naming Conventions](#naming-conventions)
10. [Pattern Matching](#pattern-matching)
11. [Database & Prisma](#database--prisma)
12. [TRPC Patterns](#trpc-patterns)
---
## General Principles
- **Functional over Object-Oriented**: Prefer functional programming patterns over classes
- **Explicit over Implicit**: Be explicit about types, return values, and error cases
- **Early Returns**: Use guard clauses and early returns to reduce nesting
- **Immutability**: Favor `const` over `let`; avoid mutation where possible
---
## TypeScript Conventions
### Type Definitions
```typescript
// ✅ Prefer `type` over `interface`
type CreateDocumentOptions = {
templateId: number;
userId: number;
recipients: Recipient[];
};
// ❌ Avoid interfaces unless absolutely necessary
interface CreateDocumentOptions {
templateId: number;
}
```
### Type Imports
```typescript
// ✅ Use `type` keyword for type-only imports
import type { Document, Recipient } from '@prisma/client';
import { DocumentStatus } from '@prisma/client';
// Types in function signatures
export const findDocuments = async ({ userId, teamId }: FindDocumentsOptions) => {
// ...
};
```
### Inline Types for Function Parameters
```typescript
// ✅ Extract inline types to named types
type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role' | 'authOptions'> & {
templateRecipientId: number;
fields: Field[];
};
const finalRecipients: FinalRecipient[] = [];
```
---
## Imports & Dependencies
### Import Organization
Imports should be organized in the following order with blank lines between groups:
```typescript
// 1. React imports
import { useCallback, useEffect, useMemo } from 'react';
// 2. Third-party library imports (alphabetically)
import { zodResolver } from '@hookform/resolvers/zod';
import { Trans } from '@lingui/react/macro';
import type { Document, Recipient } from '@prisma/client';
import { DocumentStatus, RecipientRole } from '@prisma/client';
import { match } from 'ts-pattern';
// 3. Internal package imports (from @documenso/*)
import { AppError } from '@documenso/lib/errors/app-error';
import { prisma } from '@documenso/prisma';
import { Button } from '@documenso/ui/primitives/button';
// 4. Relative imports
import { getTeamById } from '../team/get-team';
import type { FindResultResponse } from './types';
```
### Destructuring Imports
```typescript
// ✅ Destructure specific exports
// ✅ Use type imports for types
import type { Document } from '@prisma/client';
import { Button } from '@documenso/ui/primitives/button';
import { Input } from '@documenso/ui/primitives/input';
```
---
## Functions & Methods
### Arrow Functions
```typescript
// ✅ Always use arrow functions for functions
export const createDocument = async ({
userId,
title,
}: CreateDocumentOptions) => {
// ...
};
// ✅ Callbacks and handlers
const onSubmit = useCallback(async () => {
// ...
}, [dependencies]);
// ❌ Avoid regular function declarations
function createDocument() {
// ...
}
```
### Function Parameters
```typescript
// ✅ Use destructured object parameters for multiple params
export const findDocuments = async ({
userId,
teamId,
status = ExtendedDocumentStatus.ALL,
page = 1,
perPage = 10,
}: FindDocumentsOptions) => {
// ...
};
// ✅ Destructure on separate line when needed
const onFormSubmit = form.handleSubmit(onSubmit);
// ✅ Deconstruct nested properties explicitly
const { user } = ctx;
const { templateId } = input;
```
---
## React & Components
### Component Definition
```typescript
// ✅ Use const with arrow function
export const AddSignersFormPartial = ({
documentFlow,
recipients,
fields,
onSubmit,
}: AddSignersFormProps) => {
// ...
};
// ❌ Never use classes
class MyComponent extends React.Component {
// ...
}
```
### Hooks
```typescript
// ✅ Group related hooks together with blank line separation
const { _ } = useLingui();
const { toast } = useToast();
const { currentStep, totalSteps, previousStep } = useStep();
const form = useForm<TFormSchema>({
resolver: zodResolver(ZFormSchema),
defaultValues: {
// ...
},
});
```
### Event Handlers
```typescript
// ✅ Use arrow functions with descriptive names
const onFormSubmit = async () => {
await form.trigger();
// ...
};
const onFieldCopy = useCallback(
(event?: KeyboardEvent | null) => {
event?.preventDefault();
// ...
},
[dependencies],
);
// ✅ Inline handlers for simple operations
<Button onClick={() => setOpen(false)}>Close</Button>
```
### State Management
```typescript
// ✅ Descriptive state names with auxiliary verbs
const [isLoading, setIsLoading] = useState(false);
const [hasError, setHasError] = useState(false);
const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
// ✅ Complex state in single useState when related
const [coords, setCoords] = useState({
x: 0,
y: 0,
});
```
---
## Error Handling
### Try-Catch Blocks
```typescript
// ✅ Use try-catch for operations that might fail
try {
const document = await getDocumentById({
documentId: Number(documentId),
userId: user.id,
});
return {
status: 200,
body: document,
};
} catch (err) {
return {
status: 404,
body: {
message: 'Document not found',
},
};
}
```
### Throwing Errors
```typescript
// ✅ Use AppError for application errors
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found',
});
// ✅ Use descriptive error messages
if (!template) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: `Template with ID ${templateId} not found`,
});
}
```
### Error Parsing on Frontend
```typescript
// ✅ Parse errors on the frontend
try {
await updateOrganisation({ organisationId, data });
} catch (err) {
const error = AppError.parseError(err);
console.error(error);
toast({
title: t`An error occurred`,
description: error.message,
variant: 'destructive',
});
}
```
---
## Async/Await Patterns
### Async Function Definitions
```typescript
// ✅ Mark async functions clearly
export const createDocument = async ({
userId,
title,
}: Options): Promise<Document> => {
// ...
};
// ✅ Use await for promises
const document = await prisma.document.create({ data });
// ✅ Use Promise.all for parallel operations
const [document, recipients] = await Promise.all([
getDocumentById({ documentId }),
getRecipientsForDocument({ documentId }),
]);
```
### Void for Fire-and-Forget
```typescript
// ✅ Use void for intentionally unwaited promises
void handleAutoSave();
// ✅ Or in event handlers
onClick={() => void onFormSubmit()}
```
---
## Whitespace & Formatting
### Blank Lines Between Concepts
```typescript
// ✅ Blank line after imports
import { prisma } from '@documenso/prisma';
export const findDocuments = async () => {
// ...
};
// ✅ Blank line between logical sections
const user = await prisma.user.findFirst({ where: { id: userId } });
let team = null;
if (teamId !== undefined) {
team = await getTeamById({ userId, teamId });
}
// ✅ Blank line before return statements
const result = await someOperation();
return result;
```
### Function/Method Spacing
```typescript
// ✅ No blank lines between chained methods in same operation
const documents = await prisma.document
.findMany({ where: { userId } })
.then((docs) => docs.map(maskTokens));
// ✅ Blank line between different operations
const document = await createDocument({ userId });
await sendDocument({ documentId: document.id });
return document;
```
### Object and Array Formatting
```typescript
// ✅ Multi-line when complex
const options = {
userId,
teamId,
status: ExtendedDocumentStatus.ALL,
page: 1,
};
// ✅ Single line when simple
const coords = { x: 0, y: 0 };
// ✅ Array items on separate lines when objects
const recipients = [
{
name: 'John',
email: 'john@example.com',
},
{
name: 'Jane',
email: 'jane@example.com',
},
];
```
---
## Naming Conventions
### Variables
```typescript
// ✅ camelCase for variables and functions
const documentId = 123;
const onSubmit = () => {};
// ✅ Descriptive names with auxiliary verbs for booleans
const isLoading = false;
const hasError = false;
const canEdit = true;
const shouldRender = true;
// ✅ Prefix with $ for DOM elements
const $page = document.querySelector('.page');
const $inputRef = useRef<HTMLInputElement>(null);
```
### Types and Schemas
```typescript
// ✅ PascalCase for types
type CreateDocumentOptions = {
userId: number;
};
// ✅ Prefix Zod schemas with Z
const ZCreateDocumentSchema = z.object({
title: z.string(),
});
// ✅ Prefix type from Zod schema with T
type TCreateDocumentSchema = z.infer<typeof ZCreateDocumentSchema>;
```
### Constants
```typescript
// ✅ UPPER_SNAKE_CASE for true constants
const DEFAULT_DOCUMENT_DATE_FORMAT = 'dd/MM/yyyy';
const MAX_FILE_SIZE = 1024 * 1024 * 5;
// ✅ camelCase for const variables that aren't "constants"
const userId = await getUserId();
```
### Functions
```typescript
// ✅ Verb-based names for functions
const createDocument = async () => {};
const findDocuments = async () => {};
const updateDocument = async () => {};
const deleteDocument = async () => {};
// ✅ On prefix for event handlers
const onSubmit = () => {};
const onClick = () => {};
const onFieldCopy = () => {}; // 'on' is also acceptable
```
### Clarity Over Brevity
```typescript
// ✅ Prefer descriptive names over abbreviations
const superLongMethodThatIsCorrect = () => {};
const recipientAuthenticationOptions = {};
const documentMetadata = {};
// ❌ Avoid abbreviations that sacrifice clarity
const supLongMethThatIsCorrect = () => {};
const recipAuthOpts = {};
const docMeta = {};
// ✅ Common abbreviations that are widely understood are acceptable
const userId = 123;
const htmlElement = document.querySelector('div');
const apiResponse = await fetch('/api');
```
---
## Pattern Matching
### Using ts-pattern
```typescript
import { match } from 'ts-pattern';
// ✅ Use match for complex conditionals
const result = match(status)
.with(ExtendedDocumentStatus.DRAFT, () => ({
status: 'draft',
}))
.with(ExtendedDocumentStatus.PENDING, () => ({
status: 'pending',
}))
.with(ExtendedDocumentStatus.COMPLETED, () => ({
status: 'completed',
}))
.exhaustive();
// ✅ Use .otherwise() for default case when not exhaustive
const value = match(type)
.with('text', () => 'Text field')
.with('number', () => 'Number field')
.otherwise(() => 'Unknown field');
```
---
## Database & Prisma
### Query Structure
```typescript
// ✅ Destructure commonly used fields
const { id, email, name } = user;
// ✅ Use select to limit returned fields
const user = await prisma.user.findFirst({
where: { id: userId },
select: {
id: true,
email: true,
name: true,
},
});
// ✅ Use include for relations
const document = await prisma.document.findFirst({
where: { id: documentId },
include: {
recipients: true,
fields: true,
},
});
```
### Transactions
```typescript
// ✅ Use transactions for related operations
return await prisma.$transaction(async (tx) => {
const document = await tx.document.create({ data });
await tx.field.createMany({ data: fieldsData });
await tx.documentAuditLog.create({ data: auditData });
return document;
});
```
### Where Clauses
```typescript
// ✅ Build complex where clauses separately
const whereClause: Prisma.DocumentWhereInput = {
AND: [
{ userId: user.id },
{ deletedAt: null },
{ status: { in: [DocumentStatus.DRAFT, DocumentStatus.PENDING] } },
],
};
const documents = await prisma.document.findMany({
where: whereClause,
});
```
---
## TRPC Patterns
### Router Structure
```typescript
// ✅ Destructure context and input at start
.query(async ({ input, ctx }) => {
const { teamId } = ctx;
const { templateId } = input;
ctx.logger.info({
input: { templateId },
});
return await getTemplateById({
id: templateId,
userId: ctx.user.id,
teamId,
});
});
```
### Request/Response Schemas
```typescript
// ✅ Name schemas clearly
const ZCreateDocumentRequestSchema = z.object({
title: z.string(),
recipients: z.array(ZRecipientSchema),
});
const ZCreateDocumentResponseSchema = z.object({
documentId: z.number(),
status: z.string(),
});
```
### Error Handling in TRPC
```typescript
// ✅ Catch and transform errors appropriately
try {
const result = await createDocument({ userId, data });
return result;
} catch (err) {
return AppError.toRestAPIError(err);
}
// ✅ Or throw AppError directly
if (!template) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Template not found',
});
}
```
---
## Additional Patterns
### Optional Chaining
```typescript
// ✅ Use optional chaining for potentially undefined values
const email = user?.email;
const recipientToken = recipient?.token ?? '';
// ✅ Use nullish coalescing for defaults
const pageSize = perPage ?? 10;
const status = documentStatus ?? DocumentStatus.DRAFT;
```
### Array Operations
```typescript
// ✅ Use functional array methods
const activeRecipients = recipients.filter((r) => r.signingStatus === 'SIGNED');
const recipientEmails = recipients.map((r) => r.email);
const hasSignedRecipients = recipients.some((r) => r.signingStatus === 'SIGNED');
// ✅ Use find instead of filter + [0]
const recipient = recipients.find((r) => r.id === recipientId);
```
### Conditional Rendering
```typescript
// ✅ Use && for conditional rendering
{isLoading && <Loader />}
// ✅ Use ternary for either/or
{isLoading ? <Loader /> : <Content />}
// ✅ Extract complex conditions to variables
const shouldShowAdvanced = isAdmin && hasPermission && !isDisabled;
{shouldShowAdvanced && <AdvancedSettings />}
```
---
## When in Doubt
- **Consistency**: Follow the patterns you see in similar files
- **Readability**: Favor code that's easy to read over clever one-liners
- **Explicitness**: Be explicit rather than implicit
- **Whitespace**: Use blank lines to separate logical sections
- **Early Returns**: Use guard clauses to reduce nesting
- **Functional**: Prefer functional patterns over imperative ones

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@ -0,0 +1,218 @@
import { useEffect, useState } from 'react';
import { zodResolver } from '@hookform/resolvers/zod';
import { useLingui } from '@lingui/react/macro';
import { Trans } from '@lingui/react/macro';
import { OrganisationMemberRole } from '@prisma/client';
import type * as DialogPrimitive from '@radix-ui/react-dialog';
import { useForm } from 'react-hook-form';
import { useNavigate } from 'react-router';
import { match } from 'ts-pattern';
import { z } from 'zod';
import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
import { trpc } from '@documenso/trpc/react';
import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
import { Button } from '@documenso/ui/primitives/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from '@documenso/ui/primitives/dialog';
import {
Form,
FormControl,
FormField,
FormItem,
FormLabel,
FormMessage,
} from '@documenso/ui/primitives/form/form';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@documenso/ui/primitives/select';
import { useToast } from '@documenso/ui/primitives/use-toast';
export type AdminOrganisationMemberUpdateDialogProps = {
trigger?: React.ReactNode;
organisationId: string;
organisationMember: TGetAdminOrganisationResponse['members'][number];
isOwner: boolean;
} & Omit<DialogPrimitive.DialogProps, 'children'>;
const ZUpdateOrganisationMemberFormSchema = z.object({
role: z.enum(['OWNER', 'ADMIN', 'MANAGER', 'MEMBER']),
});
type ZUpdateOrganisationMemberSchema = z.infer<typeof ZUpdateOrganisationMemberFormSchema>;
export const AdminOrganisationMemberUpdateDialog = ({
trigger,
organisationId,
organisationMember,
isOwner,
...props
}: AdminOrganisationMemberUpdateDialogProps) => {
const [open, setOpen] = useState(false);
const { t } = useLingui();
const { toast } = useToast();
const navigate = useNavigate();
// Determine the current role value for the form
const currentRoleValue = isOwner
? 'OWNER'
: getHighestOrganisationRoleInGroup(
organisationMember.organisationGroupMembers.map((ogm) => ogm.group),
);
const organisationMemberName = organisationMember.user.name ?? organisationMember.user.email;
const form = useForm<ZUpdateOrganisationMemberSchema>({
resolver: zodResolver(ZUpdateOrganisationMemberFormSchema),
defaultValues: {
role: currentRoleValue,
},
});
const { mutateAsync: updateOrganisationMemberRole } =
trpc.admin.organisationMember.updateRole.useMutation();
const onFormSubmit = async ({ role }: ZUpdateOrganisationMemberSchema) => {
try {
await updateOrganisationMemberRole({
organisationId,
userId: organisationMember.userId,
role,
});
const roleLabel = match(role)
.with('OWNER', () => t`Owner`)
.with(OrganisationMemberRole.ADMIN, () => t`Admin`)
.with(OrganisationMemberRole.MANAGER, () => t`Manager`)
.with(OrganisationMemberRole.MEMBER, () => t`Member`)
.exhaustive();
toast({
title: t`Success`,
description:
role === 'OWNER'
? t`Ownership transferred to ${organisationMemberName}.`
: t`Updated ${organisationMemberName} to ${roleLabel}.`,
duration: 5000,
});
setOpen(false);
// Refresh the page to show updated data
await navigate(0);
} catch (err) {
console.error(err);
toast({
title: t`An unknown error occurred`,
description: t`We encountered an unknown error while attempting to update this organisation member. Please try again later.`,
variant: 'destructive',
});
}
};
useEffect(() => {
if (!open) {
return;
}
form.reset({
role: currentRoleValue,
});
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [open, currentRoleValue, form]);
return (
<Dialog
{...props}
open={open}
onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
>
<DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
{trigger ?? (
<Button variant="secondary">
<Trans>Update role</Trans>
</Button>
)}
</DialogTrigger>
<DialogContent position="center">
<DialogHeader>
<DialogTitle>
<Trans>Update organisation member</Trans>
</DialogTitle>
<DialogDescription className="mt-4">
<Trans>
You are currently updating{' '}
<span className="font-bold">{organisationMemberName}.</span>
</Trans>
</DialogDescription>
</DialogHeader>
<Form {...form}>
<form onSubmit={form.handleSubmit(onFormSubmit)}>
<fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
<FormField
control={form.control}
name="role"
render={({ field }) => (
<FormItem className="w-full">
<FormLabel required>
<Trans>Role</Trans>
</FormLabel>
<FormControl>
<Select {...field} onValueChange={field.onChange}>
<SelectTrigger className="text-muted-foreground">
<SelectValue />
</SelectTrigger>
<SelectContent className="w-full" position="popper">
<SelectItem value="OWNER">
<Trans>Owner</Trans>
</SelectItem>
<SelectItem value={OrganisationMemberRole.ADMIN}>
<Trans>Admin</Trans>
</SelectItem>
<SelectItem value={OrganisationMemberRole.MANAGER}>
<Trans>Manager</Trans>
</SelectItem>
<SelectItem value={OrganisationMemberRole.MEMBER}>
<Trans>Member</Trans>
</SelectItem>
</SelectContent>
</Select>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<DialogFooter className="mt-4">
<Button type="button" variant="secondary" onClick={() => setOpen(false)}>
<Trans>Cancel</Trans>
</Button>
<Button type="submit" loading={form.formState.isSubmitting}>
<Trans>Update</Trans>
</Button>
</DialogFooter>
</fieldset>
</form>
</Form>
</DialogContent>
</Dialog>
);
};

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@ -34,6 +34,7 @@ import { Input } from '@documenso/ui/primitives/input';
import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
import { useToast } from '@documenso/ui/primitives/use-toast';
import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
import { GenericErrorLayout } from '~/components/general/generic-error-layout';
import { SettingsHeader } from '~/components/general/settings-header';
@ -71,23 +72,6 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
},
});
const { mutateAsync: promoteToOwner, isPending: isPromotingToOwner } =
trpc.admin.organisationMember.promoteToOwner.useMutation({
onSuccess: () => {
toast({
title: t`Success`,
description: t`Member promoted to owner successfully`,
});
},
onError: () => {
toast({
title: t`Error`,
description: t`We couldn't promote the member to owner. Please try again.`,
variant: 'destructive',
});
},
});
const teamsColumns = useMemo(() => {
return [
{
@ -120,23 +104,24 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
},
{
header: t`Actions`,
cell: ({ row }) => (
<div className="flex justify-end space-x-2">
<Button
variant="outline"
disabled={row.original.userId === organisation?.ownerUserId}
loading={isPromotingToOwner}
onClick={async () =>
promoteToOwner({
organisationId,
userId: row.original.userId,
})
}
>
<Trans>Promote to owner</Trans>
</Button>
</div>
),
cell: ({ row }) => {
const isOwner = row.original.userId === organisation?.ownerUserId;
return (
<div className="flex justify-end space-x-2">
<AdminOrganisationMemberUpdateDialog
trigger={
<Button variant="outline">
<Trans>Update role</Trans>
</Button>
}
organisationId={organisationId}
organisationMember={row.original}
isOwner={isOwner}
/>
</div>
);
},
},
] satisfies DataTableColumnDef<TGetAdminOrganisationResponse['members'][number]>[];
}, [organisation]);

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@ -68,15 +68,29 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
// Test promoting a MEMBER to owner
const memberRow = page.getByRole('row', { name: memberUser.email });
// Find and click the "Promote to owner" button for the member
const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
await expect(promoteButton).toBeVisible();
await expect(promoteButton).not.toBeDisabled();
// Find and click the "Update role" button for the member
const updateRoleButton = memberRow.getByRole('button', {
name: 'Update role',
});
await expect(updateRoleButton).toBeVisible();
await expect(updateRoleButton).not.toBeDisabled();
await promoteButton.click();
await updateRoleButton.click();
// Verify success toast appears
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
// Reload the page to see the changes
await page.reload();
@ -89,12 +103,18 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
const previousOwnerRow = page.getByRole('row', { name: ownerUser.email });
await expect(previousOwnerRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
// Verify that the promote button is now disabled for the new owner
const newOwnerPromoteButton = newOwnerRow.getByRole('button', { name: 'Promote to owner' });
await expect(newOwnerPromoteButton).toBeDisabled();
// Verify that the Update role button exists for the new owner and shows Owner as current role
const newOwnerUpdateButton = newOwnerRow.getByRole('button', {
name: 'Update role',
});
await expect(newOwnerUpdateButton).toBeVisible();
// Test that we can't promote the current owner (button should be disabled)
await expect(newOwnerPromoteButton).toHaveAttribute('disabled');
// Verify clicking it shows the dialog with Owner already selected
await newOwnerUpdateButton.click();
await expect(page.getByRole('dialog')).toBeVisible();
// Close the dialog without making changes
await page.getByRole('button', { name: 'Cancel' }).click();
});
test('[ADMIN]: promote manager to owner', async ({ page }) => {
@ -130,10 +150,26 @@ test('[ADMIN]: promote manager to owner', async ({ page }) => {
// Promote the manager to owner
const managerRow = page.getByRole('row', { name: managerUser.email });
const promoteButton = managerRow.getByRole('button', { name: 'Promote to owner' });
const updateRoleButton = managerRow.getByRole('button', {
name: 'Update role',
});
await promoteButton.click();
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();
await updateRoleButton.click();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
// Reload and verify the change
await page.reload();
@ -173,14 +209,27 @@ test('[ADMIN]: promote admin member to owner', async ({ page }) => {
// Promote the admin member to owner
const adminMemberRow = page.getByRole('row', { name: adminMemberUser.email });
const promoteButton = adminMemberRow.getByRole('button', { name: 'Promote to owner' });
await promoteButton.click();
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
timeout: 10_000,
const updateRoleButton = adminMemberRow.getByRole('button', {
name: 'Update role',
});
await updateRoleButton.click();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
// Reload and verify the change
await page.reload();
await expect(adminMemberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
@ -249,11 +298,25 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
// Promote member to owner
const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
await promoteButton.click();
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
timeout: 10_000,
const updateRoleButton = memberRow.getByRole('button', {
name: 'Update role',
});
await updateRoleButton.click();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
// Reload page to see updated state
await page.reload();
@ -262,9 +325,11 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
memberRow = page.getByRole('row', { name: memberUser.email });
await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
// Verify the promote button is now disabled for the new owner
const newOwnerPromoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
await expect(newOwnerPromoteButton).toBeDisabled();
// Verify the Update role button exists and shows Owner as current role
const newOwnerUpdateButton = memberRow.getByRole('button', {
name: 'Update role',
});
await expect(newOwnerUpdateButton).toBeVisible();
// Sign in as the newly promoted user to verify they have owner permissions
await apiSignin({
@ -336,28 +401,56 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
// First promotion: Member 1 becomes owner
let member1Row = page.getByRole('row', { name: member1User.email });
let promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
await promoteButton1.click();
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
timeout: 10_000,
let updateRoleButton1 = member1Row.getByRole('button', {
name: 'Update role',
});
await updateRoleButton1.click();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
await page.reload();
// Verify Member 1 is now owner and button is disabled
// Verify Member 1 is now owner
member1Row = page.getByRole('row', { name: member1User.email });
await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
await expect(promoteButton1).toBeDisabled();
updateRoleButton1 = member1Row.getByRole('button', { name: 'Update role' });
await expect(updateRoleButton1).toBeVisible();
// Second promotion: Member 2 becomes the new owner
const member2Row = page.getByRole('row', { name: member2User.email });
const promoteButton2 = member2Row.getByRole('button', { name: 'Promote to owner' });
await expect(promoteButton2).not.toBeDisabled();
await promoteButton2.click();
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
timeout: 10_000,
const updateRoleButton2 = member2Row.getByRole('button', {
name: 'Update role',
});
await expect(updateRoleButton2).toBeVisible();
await updateRoleButton2.click();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
await page.reload();
@ -365,9 +458,11 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
await expect(member2Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
// Verify Member 1's promote button is now enabled again
const newPromoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
await expect(newPromoteButton1).not.toBeDisabled();
// Verify Member 1's Update role button is still visible
const newUpdateButton1 = member1Row.getByRole('button', {
name: 'Update role',
});
await expect(newUpdateButton1).toBeVisible();
});
test('[ADMIN]: verify organisation access after ownership change', async ({ page }) => {
@ -402,11 +497,25 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
});
const memberRow = page.getByRole('row', { name: memberUser.email });
const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
await promoteButton.click();
await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
timeout: 10_000,
const updateRoleButton = memberRow.getByRole('button', {
name: 'Update role',
});
await updateRoleButton.click();
// Wait for dialog to open and select Owner role
await expect(page.getByRole('dialog')).toBeVisible();
// Find and click the select trigger - it's a button with role="combobox"
await page.getByRole('dialog').locator('button[role="combobox"]').click();
// Select "Owner" from the dropdown options
await page.getByRole('option', { name: 'Owner' }).click();
// Click Update button
await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
// Wait for dialog to close (indicates success)
await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
// Test that the new owner can access organisation settings
await apiSignin({

View File

@ -1,7 +1,5 @@
import { EnvelopeType, TeamMemberRole } from '@prisma/client';
import type { Prisma, User } from '@prisma/client';
import { SigningStatus } from '@prisma/client';
import { DocumentVisibility } from '@prisma/client';
import { DocumentVisibility, EnvelopeType, SigningStatus, TeamMemberRole } from '@prisma/client';
import { DateTime } from 'luxon';
import { match } from 'ts-pattern';
@ -215,13 +213,14 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
],
};
const rootPageFilter = folderId === undefined ? { folderId: null } : {};
let ownerCountsWhereInput: Prisma.EnvelopeWhereInput = {
type: EnvelopeType.DOCUMENT,
userId: userIdWhereClause,
createdAt,
teamId,
deletedAt: null,
folderId,
};
let notSignedCountsGroupByArgs = null;
@ -265,8 +264,16 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
ownerCountsWhereInput = {
...ownerCountsWhereInput,
...visibilityFiltersWhereInput,
...searchFilter,
AND: [
...(Array.isArray(visibilityFiltersWhereInput.AND)
? visibilityFiltersWhereInput.AND
: visibilityFiltersWhereInput.AND
? [visibilityFiltersWhereInput.AND]
: []),
searchFilter,
rootPageFilter,
folderId ? { folderId } : {},
],
};
if (teamEmail) {
@ -285,6 +292,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
},
],
deletedAt: null,
AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
};
notSignedCountsGroupByArgs = {
@ -296,7 +304,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
type: EnvelopeType.DOCUMENT,
userId: userIdWhereClause,
createdAt,
folderId,
status: ExtendedDocumentStatus.PENDING,
recipients: {
some: {
@ -306,6 +313,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
},
},
deletedAt: null,
AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
},
} satisfies Prisma.EnvelopeGroupByArgs;
@ -318,7 +326,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
type: EnvelopeType.DOCUMENT,
userId: userIdWhereClause,
createdAt,
folderId,
OR: [
{
status: ExtendedDocumentStatus.PENDING,
@ -342,6 +349,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
},
},
],
AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
},
} satisfies Prisma.EnvelopeGroupByArgs;
}

View File

@ -39,6 +39,11 @@ export const getAdminOrganisation = async ({ organisationId }: GetOrganisationOp
teams: true,
members: {
include: {
organisationGroupMembers: {
include: {
group: true,
},
},
user: {
select: {
id: true,

View File

@ -3,6 +3,8 @@ import { z } from 'zod';
import { ZOrganisationSchema } from '@documenso/lib/types/organisation';
import OrganisationClaimSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationClaimSchema';
import OrganisationGlobalSettingsSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGlobalSettingsSchema';
import OrganisationGroupMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupMemberSchema';
import OrganisationGroupSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupSchema';
import OrganisationMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberSchema';
import SubscriptionSchema from '@documenso/prisma/generated/zod/modelSchema/SubscriptionSchema';
import TeamSchema from '@documenso/prisma/generated/zod/modelSchema/TeamSchema';
@ -30,6 +32,18 @@ export const ZGetAdminOrganisationResponseSchema = ZOrganisationSchema.extend({
email: true,
name: true,
}),
organisationGroupMembers: z.array(
OrganisationGroupMemberSchema.pick({
id: true,
groupId: true,
}).extend({
group: OrganisationGroupSchema.pick({
id: true,
type: true,
organisationRole: true,
}),
}),
),
}).array(),
subscription: SubscriptionSchema.nullable(),
organisationClaim: OrganisationClaimSchema,

View File

@ -17,6 +17,7 @@ import { promoteMemberToOwnerRoute } from './promote-member-to-owner';
import { resealDocumentRoute } from './reseal-document';
import { resetTwoFactorRoute } from './reset-two-factor-authentication';
import { updateAdminOrganisationRoute } from './update-admin-organisation';
import { updateOrganisationMemberRoleRoute } from './update-organisation-member-role';
import { updateRecipientRoute } from './update-recipient';
import { updateSiteSettingRoute } from './update-site-setting';
import { updateSubscriptionClaimRoute } from './update-subscription-claim';
@ -31,6 +32,7 @@ export const adminRouter = router({
},
organisationMember: {
promoteToOwner: promoteMemberToOwnerRoute,
updateRole: updateOrganisationMemberRoleRoute,
},
claims: {
find: findSubscriptionClaimsRoute,

View File

@ -0,0 +1,220 @@
import { OrganisationGroupType, OrganisationMemberRole } from '@prisma/client';
import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
import { generateDatabaseId } from '@documenso/lib/universal/id';
import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
import { prisma } from '@documenso/prisma';
import { adminProcedure } from '../trpc';
import {
ZUpdateOrganisationMemberRoleRequestSchema,
ZUpdateOrganisationMemberRoleResponseSchema,
} from './update-organisation-member-role.types';
/**
* Admin mutation to update organisation member role or transfer ownership.
*
* This mutation handles two scenarios:
* 1. When role='OWNER': Transfers organisation ownership and promotes to ADMIN
* 2. When role=ADMIN/MANAGER/MEMBER: Updates group membership
*
* Admin privileges bypass normal hierarchy restrictions.
*/
export const updateOrganisationMemberRoleRoute = adminProcedure
.input(ZUpdateOrganisationMemberRoleRequestSchema)
.output(ZUpdateOrganisationMemberRoleResponseSchema)
.mutation(async ({ input, ctx }) => {
const { organisationId, userId, role } = input;
ctx.logger.info({
input: {
organisationId,
userId,
role,
},
});
const organisation = await prisma.organisation.findUnique({
where: {
id: organisationId,
},
include: {
groups: {
where: {
type: OrganisationGroupType.INTERNAL_ORGANISATION,
},
},
members: {
where: {
userId,
},
include: {
organisationGroupMembers: {
include: {
group: true,
},
},
},
},
},
});
if (!organisation) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'Organisation not found',
});
}
const [member] = organisation.members;
if (!member) {
throw new AppError(AppErrorCode.NOT_FOUND, {
message: 'User is not a member of this organisation',
});
}
const currentOrganisationRole = getHighestOrganisationRoleInGroup(
member.organisationGroupMembers.flatMap((member) => member.group),
);
if (role === 'OWNER') {
if (organisation.ownerUserId === userId) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'User is already the owner of this organisation',
});
}
const currentMemberGroup = organisation.groups.find(
(group) => group.organisationRole === currentOrganisationRole,
);
const adminGroup = organisation.groups.find(
(group) => group.organisationRole === OrganisationMemberRole.ADMIN,
);
if (!currentMemberGroup) {
ctx.logger.error({
message: '[CRITICAL]: Missing internal group',
organisationId,
userId,
role: currentOrganisationRole,
});
throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
message: 'Current member group not found',
});
}
if (!adminGroup) {
ctx.logger.error({
message: '[CRITICAL]: Missing internal group',
organisationId,
userId,
targetRole: 'ADMIN',
});
throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
message: 'Admin group not found',
});
}
await prisma.$transaction(async (tx) => {
await tx.organisation.update({
where: {
id: organisationId,
},
data: {
ownerUserId: userId,
},
});
if (currentOrganisationRole !== OrganisationMemberRole.ADMIN) {
await tx.organisationGroupMember.delete({
where: {
organisationMemberId_groupId: {
organisationMemberId: member.id,
groupId: currentMemberGroup.id,
},
},
});
await tx.organisationGroupMember.create({
data: {
id: generateDatabaseId('group_member'),
organisationMemberId: member.id,
groupId: adminGroup.id,
},
});
}
});
return;
}
const targetRole = role as OrganisationMemberRole;
if (currentOrganisationRole === targetRole) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'User already has this role',
});
}
if (userId === organisation.ownerUserId && targetRole !== OrganisationMemberRole.ADMIN) {
throw new AppError(AppErrorCode.INVALID_REQUEST, {
message: 'Organisation owner must be an admin. Transfer ownership first.',
});
}
const currentMemberGroup = organisation.groups.find(
(group) => group.organisationRole === currentOrganisationRole,
);
const newMemberGroup = organisation.groups.find(
(group) => group.organisationRole === targetRole,
);
if (!currentMemberGroup) {
ctx.logger.error({
message: '[CRITICAL]: Missing internal group',
organisationId,
userId,
role: currentOrganisationRole,
});
throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
message: 'Current member group not found',
});
}
if (!newMemberGroup) {
ctx.logger.error({
message: '[CRITICAL]: Missing internal group',
organisationId,
userId,
targetRole,
});
throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
message: 'New member group not found',
});
}
await prisma.$transaction(async (tx) => {
await tx.organisationGroupMember.delete({
where: {
organisationMemberId_groupId: {
organisationMemberId: member.id,
groupId: currentMemberGroup.id,
},
},
});
await tx.organisationGroupMember.create({
data: {
id: generateDatabaseId('group_member'),
organisationMemberId: member.id,
groupId: newMemberGroup.id,
},
});
});
});

View File

@ -0,0 +1,30 @@
import { OrganisationMemberRole } from '@prisma/client';
import { z } from 'zod';
/**
* Admin-only role selection that includes OWNER as a special case.
* OWNER is not a database role but triggers ownership transfer.
*/
export const ZAdminRoleSelection = z.enum([
'OWNER',
OrganisationMemberRole.ADMIN,
OrganisationMemberRole.MANAGER,
OrganisationMemberRole.MEMBER,
]);
export type TAdminRoleSelection = z.infer<typeof ZAdminRoleSelection>;
export const ZUpdateOrganisationMemberRoleRequestSchema = z.object({
organisationId: z.string().min(1),
userId: z.number().min(1),
role: ZAdminRoleSelection,
});
export const ZUpdateOrganisationMemberRoleResponseSchema = z.void();
export type TUpdateOrganisationMemberRoleRequest = z.infer<
typeof ZUpdateOrganisationMemberRoleRequestSchema
>;
export type TUpdateOrganisationMemberRoleResponse = z.infer<
typeof ZUpdateOrganisationMemberRoleResponseSchema
>;