Files
documenso/packages/app-tests/e2e/templates/direct-templates.spec.ts
David Nguyen d11a68fc4c feat: add direct templates links (#1165)
## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-06-02 15:49:09 +10:00

340 lines
11 KiB
TypeScript

import { expect, test } from '@playwright/test';
import { customAlphabet } from 'nanoid';
import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
import {
DIRECT_TEMPLATE_RECIPIENT_EMAIL,
DIRECT_TEMPLATE_RECIPIENT_NAME,
} from '@documenso/lib/constants/template';
import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
import { seedTestEmail, seedUser, unseedUser } from '@documenso/prisma/seed/users';
import { apiSignin } from '../fixtures/authentication';
import { checkDocumentTabCount } from '../fixtures/documents';
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 = [
`${WEBAPP_BASE_URL}/t/${team.url}/templates/${teamTemplate.id}`,
`${WEBAPP_BASE_URL}/templates/${personalTemplate.id}`,
];
// Run test for personal and team templates.
for (const url of urls) {
// Owner should see list of templates with no direct link badge.
await page.goto(url);
await expect(page.getByRole('button', { name: 'direct link' })).toHaveCount(1);
// Create direct link.
await page.getByRole('button', { name: 'Create Direct Link' }).click();
await page.getByRole('button', { name: 'Enable direct link signing' }).click();
await page.getByRole('button', { name: 'Create one automatically' }).click();
await expect(page.getByRole('heading', { name: 'Direct Link Signing' })).toBeVisible();
await page.getByTestId('btn-dialog-close').click();
// Expect badge to appear.
await expect(page.getByRole('button', { name: 'direct link' })).toHaveCount(2);
}
await unseedTeam(team.url);
});
test('[DIRECT_TEMPLATES]: toggle direct template link', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
});
await apiSignin({
page,
email: owner.email,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
// Navigate to template settings and disable access.
await page.goto(`${WEBAPP_BASE_URL}${formatTemplatesPath(template.team?.url)}`);
await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
await page.getByRole('menuitem', { name: 'Direct link' }).click();
await page.getByRole('switch').click();
await page.getByRole('button', { name: 'Save' }).click();
await expect(page.getByText('Direct link signing has been').first()).toBeVisible();
await page.getByLabel('Direct Link Signing', { exact: true }).press('Escape');
// Check that the direct template link is no longer accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByText('Template not found')).toBeVisible();
}
await unseedTeam(team.url);
});
test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
});
await apiSignin({
page,
email: owner.email,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
// Navigate to template settings and delete the access.
await page.goto(`${WEBAPP_BASE_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('Template not found')).toBeVisible();
}
await unseedTeam(team.url);
});
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();
await unseedUser(user.id);
});
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(`${WEBAPP_BASE_URL}${formatDocumentsPath(template.team?.url)}`);
// Check that the document is in the 'All' tab.
await checkDocumentTabCount(page, 'Completed', 1);
}
await unseedTeam(team.url);
});
test('[DIRECT_TEMPLATES]: use direct template link with 2 recipients', async ({ page }) => {
const team = await seedTeam({
createTeamMembers: 1,
});
const owner = team.owner;
const secondRecipient = await seedUser();
const createTemplateOptions = {
Recipient: {
createMany: {
data: [
{
email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
name: DIRECT_TEMPLATE_RECIPIENT_NAME,
token: nanoid(),
},
{
email: secondRecipient.email,
token: nanoid(),
},
],
},
},
};
// Should only be visible to the owner in personal templates.
const personalDirectTemplate = await seedDirectTemplate({
title: 'Personal direct template link',
userId: owner.id,
createTemplateOptions,
});
// Should be visible to team members.
const teamDirectTemplate = await seedDirectTemplate({
title: 'Team direct template link 1',
userId: owner.id,
teamId: team.id,
createTemplateOptions,
});
// Run test for personal and team templates.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
// Check that the direct template link is accessible.
await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
await page.getByRole('button', { name: 'Continue' }).click();
await page.getByRole('button', { name: 'Complete' }).click();
await page.getByRole('button', { name: 'Sign' }).click();
await page.waitForURL(/\/sign/);
await expect(page.getByText('Waiting for others to sign')).toBeVisible();
}
await apiSignin({
page,
email: owner.email,
});
// Check that the owner has the documents.
for (const template of [personalDirectTemplate, teamDirectTemplate]) {
await page.goto(`${WEBAPP_BASE_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);
await unseedTeam(team.url);
await unseedUser(secondRecipient.id);
});