Files
documenso/packages/app-tests/e2e/document-auth/action-auth.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

380 lines
11 KiB
TypeScript

import { expect, test } from '@playwright/test';
import { FieldType } from '@prisma/client';
import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
import {
createDocumentAuthOptions,
createRecipientAuthOptions,
} from '@documenso/lib/utils/document-auth';
import {
seedPendingDocumentNoFields,
seedPendingDocumentWithFullFields,
} from '@documenso/prisma/seed/documents';
import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
import { apiSignin, apiSignout } from '../fixtures/authentication';
import { signSignaturePad } from '../fixtures/signature';
test.describe.configure({ mode: 'parallel', timeout: 60000 });
test('[DOCUMENT_AUTH]: should allow signing when no auth setup', async ({ page }) => {
const user = await seedUser();
const recipientWithAccount = await seedUser();
const { recipients } = await seedPendingDocumentWithFullFields({
owner: user,
recipients: [recipientWithAccount, seedTestEmail()],
});
// Check that both are granted access.
for (const recipient of recipients) {
const { token, fields } = recipient;
const signUrl = `/sign/${token}`;
await page.goto(signUrl);
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
await signSignaturePad(page);
for (const field of fields) {
await page.locator(`#field-${field.id}`).getByRole('button').click();
if (field.type === FieldType.TEXT) {
await page.locator('#custom-text').fill('TEXT');
await page.getByRole('button', { name: 'Save' }).click();
}
await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
}
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(`${signUrl}/complete`);
}
});
test('[DOCUMENT_AUTH]: should allow signing with valid global auth', async ({ page }) => {
const user = await seedUser();
const recipientWithAccount = await seedUser();
const { recipients } = await seedPendingDocumentWithFullFields({
owner: user,
recipients: [recipientWithAccount],
updateDocumentOptions: {
authOptions: createDocumentAuthOptions({
globalAccessAuth: null,
globalActionAuth: 'ACCOUNT',
}),
},
});
const recipient = recipients[0];
const { token, fields } = recipient;
const signUrl = `/sign/${token}`;
await apiSignin({
page,
email: recipientWithAccount.email,
redirectPath: signUrl,
});
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
await signSignaturePad(page);
for (const field of fields) {
await page.locator(`#field-${field.id}`).getByRole('button').click();
if (field.type === FieldType.TEXT) {
await page.locator('#custom-text').fill('TEXT');
await page.getByRole('button', { name: 'Save' }).click();
}
await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
}
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(`${signUrl}/complete`);
});
// Currently document auth for signing/approving/viewing is not required.
test.skip('[DOCUMENT_AUTH]: should deny signing document when required for global auth', async ({
page,
}) => {
const user = await seedUser();
const recipientWithAccount = await seedUser();
const { recipients } = await seedPendingDocumentNoFields({
owner: user,
recipients: [recipientWithAccount],
updateDocumentOptions: {
authOptions: createDocumentAuthOptions({
globalAccessAuth: null,
globalActionAuth: 'ACCOUNT',
}),
},
});
const recipient = recipients[0];
const { token } = recipient;
await page.goto(`/sign/${token}`);
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
await page.getByRole('button', { name: 'Complete' }).click();
await expect(page.getByRole('paragraph')).toContainText(
'Reauthentication is required to sign the document',
);
});
test('[DOCUMENT_AUTH]: should deny signing fields when required for global auth', async ({
page,
}) => {
const user = await seedUser();
const recipientWithAccount = await seedUser();
const { recipients } = await seedPendingDocumentWithFullFields({
owner: user,
recipients: [recipientWithAccount, seedTestEmail()],
updateDocumentOptions: {
authOptions: createDocumentAuthOptions({
globalAccessAuth: null,
globalActionAuth: 'ACCOUNT',
}),
},
});
// Check that both are denied access.
for (const recipient of recipients) {
const { token, fields } = recipient;
await page.goto(`/sign/${token}`);
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
for (const field of fields) {
if (field.type !== FieldType.SIGNATURE) {
continue;
}
await page.locator(`#field-${field.id}`).getByRole('button').click();
await expect(page.getByRole('paragraph')).toContainText(
'Reauthentication is required to sign this field',
);
await page.getByRole('button', { name: 'Cancel' }).click();
}
}
});
test('[DOCUMENT_AUTH]: should allow field signing when required for recipient auth', async ({
page,
}) => {
const user = await seedUser();
const recipientWithInheritAuth = await seedUser();
const recipientWithExplicitNoneAuth = await seedUser();
const recipientWithExplicitAccountAuth = await seedUser();
const { recipients } = await seedPendingDocumentWithFullFields({
owner: user,
recipients: [
recipientWithInheritAuth,
recipientWithExplicitNoneAuth,
recipientWithExplicitAccountAuth,
],
recipientsCreateOptions: [
{
authOptions: createRecipientAuthOptions({
accessAuth: null,
actionAuth: null,
}),
},
{
authOptions: createRecipientAuthOptions({
accessAuth: null,
actionAuth: 'EXPLICIT_NONE',
}),
},
{
authOptions: createRecipientAuthOptions({
accessAuth: null,
actionAuth: 'ACCOUNT',
}),
},
],
fields: [FieldType.DATE, FieldType.SIGNATURE],
});
for (const recipient of recipients) {
const { token, fields } = recipient;
const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
// This document has no global action auth, so only account should require auth.
const isAuthRequired = actionAuth === 'ACCOUNT';
const signUrl = `/sign/${token}`;
await page.goto(signUrl);
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
if (isAuthRequired) {
for (const field of fields) {
if (field.type !== FieldType.SIGNATURE) {
continue;
}
await page.locator(`#field-${field.id}`).getByRole('button').click();
await expect(page.getByRole('paragraph')).toContainText(
'Reauthentication is required to sign this field',
);
await page.getByRole('button', { name: 'Cancel' }).click();
}
// Sign in and it should work.
await apiSignin({
page,
email: recipient.email,
redirectPath: signUrl,
});
}
if (fields.some((field) => field.type === FieldType.SIGNATURE)) {
await signSignaturePad(page);
}
for (const field of fields) {
await page.locator(`#field-${field.id}`).getByRole('button').click();
if (field.type === FieldType.TEXT) {
await page.locator('#custom-text').fill('TEXT');
await page.getByRole('button', { name: 'Save' }).click();
}
await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
timeout: 5000,
});
}
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(`${signUrl}/complete`);
if (isAuthRequired) {
await apiSignout({ page });
}
}
});
test('[DOCUMENT_AUTH]: should allow field signing when required for recipient and global auth', async ({
page,
}) => {
const user = await seedUser();
const recipientWithInheritAuth = await seedUser();
const recipientWithExplicitNoneAuth = await seedUser();
const recipientWithExplicitAccountAuth = await seedUser();
const { recipients } = await seedPendingDocumentWithFullFields({
owner: user,
recipients: [
recipientWithInheritAuth,
recipientWithExplicitNoneAuth,
recipientWithExplicitAccountAuth,
],
recipientsCreateOptions: [
{
authOptions: createRecipientAuthOptions({
accessAuth: null,
actionAuth: null,
}),
},
{
authOptions: createRecipientAuthOptions({
accessAuth: null,
actionAuth: 'EXPLICIT_NONE',
}),
},
{
authOptions: createRecipientAuthOptions({
accessAuth: null,
actionAuth: 'ACCOUNT',
}),
},
],
fields: [FieldType.DATE, FieldType.SIGNATURE],
updateDocumentOptions: {
authOptions: createDocumentAuthOptions({
globalAccessAuth: null,
globalActionAuth: 'ACCOUNT',
}),
},
});
for (const recipient of recipients) {
const { token, fields } = recipient;
const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
// This document HAS global action auth, so account and inherit should require auth.
const isAuthRequired = actionAuth === 'ACCOUNT' || actionAuth === null;
const signUrl = `/sign/${token}`;
await page.goto(signUrl);
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
if (isAuthRequired) {
for (const field of fields) {
if (field.type !== FieldType.SIGNATURE) {
continue;
}
await page.locator(`#field-${field.id}`).getByRole('button').click();
await expect(page.getByRole('paragraph')).toContainText(
'Reauthentication is required to sign this field',
);
await page.getByRole('button', { name: 'Cancel' }).click();
}
// Sign in and it should work.
await apiSignin({
page,
email: recipient.email,
redirectPath: signUrl,
});
}
if (fields.some((field) => field.type === FieldType.SIGNATURE)) {
await signSignaturePad(page);
}
for (const field of fields) {
await page.locator(`#field-${field.id}`).getByRole('button').click();
if (field.type === FieldType.TEXT) {
await page.locator('#custom-text').fill('TEXT');
await page.getByRole('button', { name: 'Save' }).click();
}
await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
timeout: 5000,
});
}
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(`${signUrl}/complete`);
if (isAuthRequired) {
await apiSignout({ page });
}
}
});