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Add ability to enable or disable allowed signature types: - Drawn - Typed - Uploaded **Tabbed style signature dialog**  **Document settings**  **Team preferences**  ## Changes Made - 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 ## Testing Performed Added E2E tests to check settings are applied correctly for documents and templates
704 lines
17 KiB
TypeScript
704 lines
17 KiB
TypeScript
import type { Document, Team, User } from '@prisma/client';
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import { nanoid } from 'nanoid';
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import fs from 'node:fs';
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import path from 'node:path';
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import { match } from 'ts-pattern';
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import { createDocument } from '@documenso/lib/server-only/document/create-document';
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import { createTemplate } from '@documenso/lib/server-only/template/create-template';
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import { prisma } from '..';
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import {
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DocumentDataType,
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DocumentSource,
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DocumentStatus,
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FieldType,
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Prisma,
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ReadStatus,
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SendStatus,
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SigningStatus,
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} from '../client';
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import { seedTeam } from './teams';
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import { seedUser } from './users';
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const examplePdf = fs
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.readFileSync(path.join(__dirname, '../../../assets/example.pdf'))
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.toString('base64');
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type DocumentToSeed = {
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sender: User;
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recipients: (User | string)[];
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type: DocumentStatus;
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documentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
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};
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export const seedDocuments = async (documents: DocumentToSeed[]) => {
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await Promise.all(
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// eslint-disable-next-line @typescript-eslint/require-await
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documents.map(async (document, i) =>
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match(document.type)
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.with(DocumentStatus.DRAFT, async () =>
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seedDraftDocument(document.sender, document.recipients, {
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key: i,
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createDocumentOptions: document.documentOptions,
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}),
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)
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.with(DocumentStatus.PENDING, async () =>
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seedPendingDocument(document.sender, document.recipients, {
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key: i,
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createDocumentOptions: document.documentOptions,
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}),
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)
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.with(DocumentStatus.COMPLETED, async () =>
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seedCompletedDocument(document.sender, document.recipients, {
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key: i,
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createDocumentOptions: document.documentOptions,
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}),
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),
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),
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);
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};
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export const seedBlankDocument = async (owner: User, options: CreateDocumentOptions = {}) => {
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const { key, createDocumentOptions = {} } = options;
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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return await prisma.document.create({
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data: {
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source: DocumentSource.DOCUMENT,
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title: `[TEST] Document ${key} - Draft`,
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status: DocumentStatus.DRAFT,
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documentDataId: documentData.id,
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userId: owner.id,
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...createDocumentOptions,
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},
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});
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};
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export const unseedDocument = async (documentId: number) => {
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await prisma.document.delete({
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where: {
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id: documentId,
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},
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});
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};
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export const seedTeamDocumentWithMeta = async (team: Team) => {
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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const document = await createDocument({
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userId: team.ownerUserId,
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teamId: team.id,
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title: `[TEST] Document ${nanoid(8)} - Draft`,
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documentDataId: documentData.id,
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normalizePdf: true,
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requestMetadata: {
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auth: null,
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requestMetadata: {},
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source: 'app',
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},
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});
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const owner = await prisma.user.findFirstOrThrow({
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where: {
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id: team.ownerUserId,
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},
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});
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await prisma.document.update({
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where: {
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id: document.id,
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},
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data: {
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status: DocumentStatus.PENDING,
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},
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});
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await prisma.recipient.create({
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data: {
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email: owner.email,
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name: owner.name ?? '',
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token: nanoid(),
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readStatus: ReadStatus.OPENED,
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sendStatus: SendStatus.SENT,
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signingStatus: SigningStatus.NOT_SIGNED,
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signedAt: new Date(),
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document: {
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connect: {
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id: document.id,
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},
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},
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fields: {
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create: {
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page: 1,
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type: FieldType.SIGNATURE,
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inserted: false,
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customText: '',
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positionX: new Prisma.Decimal(1),
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positionY: new Prisma.Decimal(1),
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width: new Prisma.Decimal(5),
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height: new Prisma.Decimal(5),
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documentId: document.id,
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},
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},
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},
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});
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return await prisma.document.findFirstOrThrow({
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where: {
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id: document.id,
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},
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include: {
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recipients: true,
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},
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});
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};
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export const seedTeamTemplateWithMeta = async (team: Team) => {
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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const template = await createTemplate({
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title: `[TEST] Template ${nanoid(8)} - Draft`,
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userId: team.ownerUserId,
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teamId: team.id,
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templateDocumentDataId: documentData.id,
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});
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const owner = await prisma.user.findFirstOrThrow({
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where: {
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id: team.ownerUserId,
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},
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});
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await prisma.recipient.create({
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data: {
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email: owner.email,
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name: owner.name ?? '',
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token: nanoid(),
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readStatus: ReadStatus.OPENED,
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sendStatus: SendStatus.SENT,
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signingStatus: SigningStatus.NOT_SIGNED,
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signedAt: new Date(),
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template: {
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connect: {
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id: template.id,
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},
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},
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fields: {
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create: {
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page: 1,
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type: FieldType.SIGNATURE,
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inserted: false,
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customText: '',
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positionX: new Prisma.Decimal(1),
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positionY: new Prisma.Decimal(1),
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width: new Prisma.Decimal(5),
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height: new Prisma.Decimal(5),
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templateId: template.id,
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},
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},
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},
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});
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return await prisma.document.findFirstOrThrow({
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where: {
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id: template.id,
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},
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include: {
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recipients: true,
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},
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});
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};
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export const seedDraftDocument = async (
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sender: User,
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recipients: (User | string)[],
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options: CreateDocumentOptions = {},
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) => {
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const { key, createDocumentOptions = {} } = options;
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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const document = await prisma.document.create({
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data: {
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source: DocumentSource.DOCUMENT,
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title: `[TEST] Document ${key} - Draft`,
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status: DocumentStatus.DRAFT,
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documentDataId: documentData.id,
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userId: sender.id,
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...createDocumentOptions,
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},
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});
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for (const recipient of recipients) {
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const email = typeof recipient === 'string' ? recipient : recipient.email;
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const name = typeof recipient === 'string' ? recipient : (recipient.name ?? '');
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await prisma.recipient.create({
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data: {
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email,
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name,
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token: nanoid(),
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readStatus: ReadStatus.NOT_OPENED,
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sendStatus: SendStatus.NOT_SENT,
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signingStatus: SigningStatus.NOT_SIGNED,
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signedAt: new Date(),
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document: {
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connect: {
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id: document.id,
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},
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},
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fields: {
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create: {
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page: 1,
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type: FieldType.NAME,
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inserted: true,
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customText: name,
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positionX: new Prisma.Decimal(1),
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positionY: new Prisma.Decimal(1),
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width: new Prisma.Decimal(1),
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height: new Prisma.Decimal(1),
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documentId: document.id,
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},
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},
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},
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});
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}
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return document;
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};
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type CreateDocumentOptions = {
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key?: string | number;
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createDocumentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
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};
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export const seedPendingDocument = async (
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sender: User,
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recipients: (User | string)[],
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options: CreateDocumentOptions = {},
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) => {
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const { key, createDocumentOptions = {} } = options;
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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const document = await prisma.document.create({
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data: {
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source: DocumentSource.DOCUMENT,
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title: `[TEST] Document ${key} - Pending`,
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status: DocumentStatus.PENDING,
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documentDataId: documentData.id,
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userId: sender.id,
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...createDocumentOptions,
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},
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});
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for (const recipient of recipients) {
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const email = typeof recipient === 'string' ? recipient : recipient.email;
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const name = typeof recipient === 'string' ? recipient : (recipient.name ?? '');
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await prisma.recipient.create({
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data: {
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email,
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name,
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token: nanoid(),
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readStatus: ReadStatus.OPENED,
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sendStatus: SendStatus.SENT,
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signingStatus: SigningStatus.NOT_SIGNED,
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signedAt: new Date(),
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document: {
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connect: {
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id: document.id,
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},
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},
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fields: {
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create: {
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page: 1,
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type: FieldType.NAME,
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inserted: true,
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customText: name,
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positionX: new Prisma.Decimal(1),
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positionY: new Prisma.Decimal(1),
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width: new Prisma.Decimal(1),
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height: new Prisma.Decimal(1),
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documentId: document.id,
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},
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},
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},
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});
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}
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return prisma.document.findFirstOrThrow({
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where: {
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id: document.id,
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},
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include: {
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recipients: true,
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},
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});
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};
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export const seedPendingDocumentNoFields = async ({
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owner,
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recipients,
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updateDocumentOptions,
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}: {
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owner: User;
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recipients: (User | string)[];
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updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
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}) => {
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const document: Document = await seedBlankDocument(owner);
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for (const recipient of recipients) {
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const email = typeof recipient === 'string' ? recipient : recipient.email;
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const name = typeof recipient === 'string' ? recipient : (recipient.name ?? '');
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await prisma.recipient.create({
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data: {
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email,
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name,
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token: nanoid(),
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readStatus: ReadStatus.OPENED,
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sendStatus: SendStatus.SENT,
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signingStatus: SigningStatus.NOT_SIGNED,
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signedAt: new Date(),
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document: {
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connect: {
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id: document.id,
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},
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},
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},
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});
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}
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const createdRecipients = await prisma.recipient.findMany({
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where: {
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documentId: document.id,
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},
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include: {
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fields: true,
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},
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});
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const latestDocument = updateDocumentOptions
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? await prisma.document.update({
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where: {
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id: document.id,
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},
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data: updateDocumentOptions,
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})
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: document;
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return {
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document: latestDocument,
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recipients: createdRecipients,
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};
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};
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export const seedPendingDocumentWithFullFields = async ({
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owner,
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recipients,
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recipientsCreateOptions,
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updateDocumentOptions,
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fields = [FieldType.DATE, FieldType.EMAIL, FieldType.NAME, FieldType.SIGNATURE, FieldType.TEXT],
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}: {
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owner: User;
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recipients: (User | string)[];
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recipientsCreateOptions?: Partial<Prisma.RecipientCreateInput>[];
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updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
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fields?: FieldType[];
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}) => {
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const document: Document = await seedBlankDocument(owner);
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for (const [recipientIndex, recipient] of recipients.entries()) {
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const email = typeof recipient === 'string' ? recipient : recipient.email;
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const name = typeof recipient === 'string' ? recipient : (recipient.name ?? '');
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await prisma.recipient.create({
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data: {
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email,
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name,
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token: nanoid(),
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readStatus: ReadStatus.OPENED,
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sendStatus: SendStatus.SENT,
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signingStatus: SigningStatus.NOT_SIGNED,
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signedAt: new Date(),
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document: {
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connect: {
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id: document.id,
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},
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},
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fields: {
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createMany: {
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data: fields.map((fieldType, fieldIndex) => ({
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page: 1,
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type: fieldType,
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inserted: false,
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customText: name,
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positionX: new Prisma.Decimal((recipientIndex + 1) * 5),
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positionY: new Prisma.Decimal((fieldIndex + 1) * 5),
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width: new Prisma.Decimal(5),
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height: new Prisma.Decimal(5),
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documentId: document.id,
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})),
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},
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},
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...(recipientsCreateOptions?.[recipientIndex] ?? {}),
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},
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});
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}
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const createdRecipients = await prisma.recipient.findMany({
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where: {
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documentId: document.id,
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},
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include: {
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fields: true,
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},
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});
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const latestDocument = await prisma.document.update({
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where: {
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id: document.id,
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},
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data: {
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...updateDocumentOptions,
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status: DocumentStatus.PENDING,
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},
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include: {
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documentMeta: true,
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},
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});
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return {
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document: latestDocument,
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recipients: createdRecipients,
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};
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};
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export const seedCompletedDocument = async (
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sender: User,
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recipients: (User | string)[],
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options: CreateDocumentOptions = {},
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) => {
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const { key, createDocumentOptions = {} } = options;
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const documentData = await prisma.documentData.create({
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data: {
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type: DocumentDataType.BYTES_64,
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data: examplePdf,
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initialData: examplePdf,
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},
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});
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const document = await prisma.document.create({
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data: {
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source: DocumentSource.DOCUMENT,
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title: `[TEST] Document ${key} - Completed`,
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status: DocumentStatus.COMPLETED,
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documentDataId: documentData.id,
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userId: sender.id,
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...createDocumentOptions,
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},
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});
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for (const recipient of recipients) {
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const email = typeof recipient === 'string' ? recipient : recipient.email;
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const name = typeof recipient === 'string' ? recipient : (recipient.name ?? '');
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await prisma.recipient.create({
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data: {
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email,
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name,
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token: nanoid(),
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readStatus: ReadStatus.OPENED,
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sendStatus: SendStatus.SENT,
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signingStatus: SigningStatus.SIGNED,
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signedAt: new Date(),
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document: {
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connect: {
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id: document.id,
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},
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},
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fields: {
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create: {
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page: 1,
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type: FieldType.NAME,
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inserted: true,
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customText: name,
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positionX: new Prisma.Decimal(1),
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positionY: new Prisma.Decimal(1),
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width: new Prisma.Decimal(1),
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height: new Prisma.Decimal(1),
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documentId: document.id,
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},
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},
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},
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});
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}
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return document;
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};
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|
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/**
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* Create 5 team documents:
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* - Completed document with 2 recipients.
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* - Pending document with 1 recipient.
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* - Pending document with 4 recipients.
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* - Draft document with 3 recipients.
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* - Draft document with 2 recipients.
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*
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* Create 3 non team documents where the user is a team member:
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* - Completed document with 2 recipients.
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* - Pending document with 1 recipient.
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* - Draft document with 2 recipients.
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*
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* Create 3 non team documents where the user is not a team member, but the recipient is:
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* - Completed document with 2 recipients.
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* - Pending document with 1 recipient.
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* - Draft document with 2 recipients.
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*
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* This should result in the following team document dashboard counts:
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* - 0 Inbox
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* - 2 Pending
|
|
* - 1 Completed
|
|
* - 2 Draft
|
|
* - 5 All
|
|
*/
|
|
export const seedTeamDocuments = async () => {
|
|
const team = await seedTeam({
|
|
createTeamMembers: 4,
|
|
});
|
|
|
|
const documentOptions = {
|
|
teamId: team.id,
|
|
};
|
|
|
|
const teamMember1 = team.members[1].user;
|
|
const teamMember2 = team.members[2].user;
|
|
const teamMember3 = team.members[3].user;
|
|
const teamMember4 = team.members[4].user;
|
|
|
|
const [testUser1, testUser2, testUser3, testUser4] = await Promise.all([
|
|
seedUser(),
|
|
seedUser(),
|
|
seedUser(),
|
|
seedUser(),
|
|
]);
|
|
|
|
await seedDocuments([
|
|
/**
|
|
* Team documents.
|
|
*/
|
|
{
|
|
sender: teamMember1,
|
|
recipients: [testUser1, testUser2],
|
|
type: DocumentStatus.COMPLETED,
|
|
documentOptions,
|
|
},
|
|
{
|
|
sender: teamMember2,
|
|
recipients: [testUser1],
|
|
type: DocumentStatus.PENDING,
|
|
documentOptions,
|
|
},
|
|
{
|
|
sender: teamMember2,
|
|
recipients: [testUser1, testUser2, testUser3, testUser4],
|
|
type: DocumentStatus.PENDING,
|
|
documentOptions,
|
|
},
|
|
{
|
|
sender: teamMember2,
|
|
recipients: [testUser1, testUser2, teamMember1],
|
|
type: DocumentStatus.DRAFT,
|
|
documentOptions,
|
|
},
|
|
{
|
|
sender: team.owner,
|
|
recipients: [testUser1, testUser2],
|
|
type: DocumentStatus.DRAFT,
|
|
documentOptions,
|
|
},
|
|
/**
|
|
* Non team documents where the sender is a team member and recipient is not.
|
|
*/
|
|
{
|
|
sender: teamMember1,
|
|
recipients: [testUser1, testUser2],
|
|
type: DocumentStatus.COMPLETED,
|
|
},
|
|
{
|
|
sender: teamMember2,
|
|
recipients: [testUser1],
|
|
type: DocumentStatus.PENDING,
|
|
},
|
|
{
|
|
sender: teamMember3,
|
|
recipients: [testUser1, testUser2],
|
|
type: DocumentStatus.DRAFT,
|
|
},
|
|
/**
|
|
* Non team documents where the sender is not a team member and recipient is.
|
|
*/
|
|
{
|
|
sender: testUser1,
|
|
recipients: [teamMember1, teamMember2],
|
|
type: DocumentStatus.COMPLETED,
|
|
},
|
|
{
|
|
sender: testUser2,
|
|
recipients: [teamMember1],
|
|
type: DocumentStatus.PENDING,
|
|
},
|
|
{
|
|
sender: testUser3,
|
|
recipients: [teamMember1, teamMember2],
|
|
type: DocumentStatus.DRAFT,
|
|
},
|
|
]);
|
|
|
|
return {
|
|
team,
|
|
teamMember1,
|
|
teamMember2,
|
|
teamMember3,
|
|
teamMember4,
|
|
testUser1,
|
|
testUser2,
|
|
testUser3,
|
|
testUser4,
|
|
};
|
|
};
|