Files
documenso/packages/app-tests/e2e/templates/direct-templates.spec.ts
David Nguyen 063fd32f18 feat: add signature configurations (#1710)
Add ability to enable or disable allowed signature types:
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

Added E2E tests to check settings are applied correctly for documents
and templates
2025-03-24 17:13:11 +11:00

336 lines
11 KiB
TypeScript

import { expect, test } from '@playwright/test';
import { customAlphabet } from 'nanoid';
import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
import {
DIRECT_TEMPLATE_RECIPIENT_EMAIL,
DIRECT_TEMPLATE_RECIPIENT_NAME,
} from '@documenso/lib/constants/direct-templates';
import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
import { seedTeam } from '@documenso/prisma/seed/teams';
import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
import { apiSignin } from '../fixtures/authentication';
import { checkDocumentTabCount } from '../fixtures/documents';
// Duped from `packages/lib/utils/teams.ts` due to errors when importing that file.
const formatDocumentsPath = (teamUrl?: string) =>
teamUrl ? `/t/${teamUrl}/documents` : '/documents';
const formatTemplatesPath = (teamUrl?: string) =>
teamUrl ? `/t/${teamUrl}/templates` : '/templates';
const nanoid = customAlphabet('1234567890abcdef', 10);
test.describe.configure({ mode: 'parallel' });
test('[DIRECT_TEMPLATES]: create direct link for template', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
// Should only be visible to the owner in personal templates.
const personalTemplate = await seedTemplate({
title: 'Personal template',
userId: owner.id,
});
// Should be visible to team members.
const teamTemplate = await seedTemplate({
title: 'Team template 1',
userId: owner.id,
teamId: team.id,
});
await apiSignin({
page,
email: owner.email,
redirectPath: '/templates',
});
const urls = [
`${NEXT_PUBLIC_WEBAPP_URL()}/t/${team.url}/templates/${teamTemplate.id}`,
`${NEXT_PUBLIC_WEBAPP_URL()}/templates/${personalTemplate.id}`,
];
// Run test for personal and team templates.
for (const url of urls) {
// Owner should see list of templates with no direct link badge.
await page.goto(url);
await expect(page.getByRole('button', { name: 'direct link' })).toHaveCount(1);
// Create direct link.
await page.getByRole('button', { name: 'Create Direct Link' }).click();
await page.getByRole('button', { name: 'Enable direct link signing' }).click();
await page.getByRole('button', { name: 'Create one automatically' }).click();
await expect(page.getByRole('heading', { name: 'Direct Link Signing' })).toBeVisible();
await page.waitForTimeout(1000);
await page.getByTestId('btn-dialog-close').click();
// Expect badge to appear.
await expect(page.getByRole('button', { name: 'direct link' })).toHaveCount(2);
}
});
test('[DIRECT_TEMPLATES]: toggle direct template link', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
});
await apiSignin({
page,
email: owner.email,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
// Navigate to template settings and disable access.
await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}${formatTemplatesPath(template.team?.url)}`);
await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Direct link' }).click();
await page.getByRole('switch').click();
await page.getByRole('button', { name: 'Save' }).click();
await expect(page.getByText('Direct link signing has been').first()).toBeVisible();
// Check that the direct template link is no longer accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByText('404 not found')).toBeVisible();
}
});
test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
});
await apiSignin({
page,
email: owner.email,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
// Navigate to template settings and delete the access.
await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}${formatTemplatesPath(template.team?.url)}`);
await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Direct link' }).click();
await page.getByRole('button', { name: 'Remove' }).click();
await page.getByRole('button', { name: 'Confirm' }).click();
await expect(page.getByText('Direct template link deleted').first()).toBeVisible();
// Check that the direct template link is no longer accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByText('404 not found')).toBeVisible();
}
});
test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) => {
const user = await seedUser();
const directTemplateWithAuth = await seedDirectTemplate({
title: 'Personal direct template link',
userId: user.id,
createTemplateOptions: {
authOptions: createDocumentAuthOptions({
globalAccessAuth: 'ACCOUNT',
globalActionAuth: null,
}),
},
});
const directTemplatePath = formatDirectTemplatePath(
directTemplateWithAuth.directLink?.token || '',
);
await page.goto(directTemplatePath);
await expect(page.getByText('Authentication required')).toBeVisible();
await apiSignin({
page,
email: user.email,
});
await page.goto(directTemplatePath);
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
await expect(page.getByLabel('Email')).toBeDisabled();
});
test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
await page.getByRole('button', { name: 'Continue' }).click();
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(/\/sign/);
await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
}
await apiSignin({
page,
email: owner.email,
});
// Check that the owner has the documents.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}${formatDocumentsPath(template.team?.url)}`);
await expect(async () => {
// Check that the document is in the 'All' tab.
await checkDocumentTabCount(page, 'Completed', 1);
}).toPass();
}
});
test('[DIRECT_TEMPLATES]: use direct template link with 2 recipients', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
const secondRecipient = await seedUser();
const createTemplateOptions = {
recipients: {
createMany: {
data: [
{
email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
name: DIRECT_TEMPLATE_RECIPIENT_NAME,
token: nanoid(),
},
{
email: secondRecipient.email,
token: nanoid(),
},
],
},
},
};
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
createTemplateOptions,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
createTemplateOptions,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
await page.waitForTimeout(1000);
await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
await page.getByRole('button', { name: 'Continue' }).click();
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(/\/sign/);
await expect(page.getByText('Waiting for others to sign')).toBeVisible();
}
await apiSignin({
page,
email: owner.email,
});
// Check that the owner has the documents.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}${formatDocumentsPath(template.team?.url)}`);
// Check that the document is in the 'All' tab.
await checkDocumentTabCount(page, 'All', 1);
await checkDocumentTabCount(page, 'Pending', 1);
}
// Check that the second recipient has the 2 pending documents.
await apiSignin({
page,
email: secondRecipient.email,
});
await page.goto('/documents');
await checkDocumentTabCount(page, 'All', 2);
await checkDocumentTabCount(page, 'Inbox', 2);
});