2024-03-28 13:13:29 +08:00
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import { expect, test } from '@playwright/test';
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import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
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import {
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createDocumentAuthOptions,
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createRecipientAuthOptions,
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} from '@documenso/lib/utils/document-auth';
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import { FieldType } from '@documenso/prisma/client';
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import {
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seedPendingDocumentNoFields,
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seedPendingDocumentWithFullFields,
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} from '@documenso/prisma/seed/documents';
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2024-07-25 04:27:19 +00:00
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import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
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2024-03-28 13:13:29 +08:00
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import { apiSignin, apiSignout } from '../fixtures/authentication';
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2024-04-03 17:13:35 +08:00
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test.describe.configure({ mode: 'parallel', timeout: 60000 });
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2024-03-28 13:13:29 +08:00
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test('[DOCUMENT_AUTH]: should allow signing when no auth setup', async ({ page }) => {
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const user = await seedUser();
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const recipientWithAccount = await seedUser();
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const { recipients } = await seedPendingDocumentWithFullFields({
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owner: user,
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recipients: [recipientWithAccount, seedTestEmail()],
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});
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// Check that both are granted access.
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for (const recipient of recipients) {
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const { token, Field } = recipient;
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const signUrl = `/sign/${token}`;
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await page.goto(signUrl);
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await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
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// Add signature.
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feat: add global settings for teams (#1391)
## Description
This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.
### Include Sender Details
If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:
> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"
Otherwise, the email will say:
> "Example Team" has invited you to sign "document.pdf"
### Default Document Visibility
This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only
If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"
Otherwise, if there is a default document visibility value, it uses that
value.
#### Gotcha
To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
* Similar to the other scenarios.
* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.
* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".
## Testing Performed
Tested it locally.
2024-11-08 13:50:49 +02:00
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const canvas = page.locator('canvas').first();
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2024-03-28 13:13:29 +08:00
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const box = await canvas.boundingBox();
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if (box) {
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await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
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await page.mouse.down();
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await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
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await page.mouse.up();
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}
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for (const field of Field) {
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await page.locator(`#field-${field.id}`).getByRole('button').click();
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if (field.type === FieldType.TEXT) {
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2024-07-19 11:32:49 +10:00
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await page.locator('#custom-text').fill('TEXT');
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await page.getByRole('button', { name: 'Save' }).click();
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2024-03-28 13:13:29 +08:00
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}
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await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
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}
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await page.getByRole('button', { name: 'Complete' }).click();
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await page.getByRole('button', { name: 'Sign' }).click();
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await page.waitForURL(`${signUrl}/complete`);
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}
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});
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test('[DOCUMENT_AUTH]: should allow signing with valid global auth', async ({ page }) => {
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const user = await seedUser();
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const recipientWithAccount = await seedUser();
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const { recipients } = await seedPendingDocumentWithFullFields({
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owner: user,
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recipients: [recipientWithAccount],
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updateDocumentOptions: {
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authOptions: createDocumentAuthOptions({
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globalAccessAuth: null,
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globalActionAuth: 'ACCOUNT',
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}),
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},
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});
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const recipient = recipients[0];
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const { token, Field } = recipient;
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const signUrl = `/sign/${token}`;
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await apiSignin({
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page,
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email: recipientWithAccount.email,
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redirectPath: signUrl,
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});
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await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
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// Add signature.
|
feat: add global settings for teams (#1391)
## Description
This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.
### Include Sender Details
If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:
> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"
Otherwise, the email will say:
> "Example Team" has invited you to sign "document.pdf"
### Default Document Visibility
This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only
If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"
Otherwise, if there is a default document visibility value, it uses that
value.
#### Gotcha
To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
* Similar to the other scenarios.
* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.
* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".
## Testing Performed
Tested it locally.
2024-11-08 13:50:49 +02:00
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const canvas = page.locator('canvas').first();
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2024-03-28 13:13:29 +08:00
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const box = await canvas.boundingBox();
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if (box) {
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await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
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await page.mouse.down();
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await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
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await page.mouse.up();
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}
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for (const field of Field) {
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await page.locator(`#field-${field.id}`).getByRole('button').click();
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if (field.type === FieldType.TEXT) {
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2024-07-19 11:32:49 +10:00
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await page.locator('#custom-text').fill('TEXT');
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await page.getByRole('button', { name: 'Save' }).click();
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2024-03-28 13:13:29 +08:00
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}
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await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
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}
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await page.getByRole('button', { name: 'Complete' }).click();
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await page.getByRole('button', { name: 'Sign' }).click();
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await page.waitForURL(`${signUrl}/complete`);
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});
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// Currently document auth for signing/approving/viewing is not required.
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test.skip('[DOCUMENT_AUTH]: should deny signing document when required for global auth', async ({
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page,
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}) => {
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const user = await seedUser();
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const recipientWithAccount = await seedUser();
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const { recipients } = await seedPendingDocumentNoFields({
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owner: user,
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recipients: [recipientWithAccount],
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updateDocumentOptions: {
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authOptions: createDocumentAuthOptions({
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globalAccessAuth: null,
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globalActionAuth: 'ACCOUNT',
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}),
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},
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});
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const recipient = recipients[0];
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const { token } = recipient;
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await page.goto(`/sign/${token}`);
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await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
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await page.getByRole('button', { name: 'Complete' }).click();
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await expect(page.getByRole('paragraph')).toContainText(
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'Reauthentication is required to sign the document',
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);
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});
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test('[DOCUMENT_AUTH]: should deny signing fields when required for global auth', async ({
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page,
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}) => {
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const user = await seedUser();
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const recipientWithAccount = await seedUser();
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const { recipients } = await seedPendingDocumentWithFullFields({
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owner: user,
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recipients: [recipientWithAccount, seedTestEmail()],
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updateDocumentOptions: {
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authOptions: createDocumentAuthOptions({
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globalAccessAuth: null,
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globalActionAuth: 'ACCOUNT',
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}),
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},
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});
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// Check that both are denied access.
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for (const recipient of recipients) {
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const { token, Field } = recipient;
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await page.goto(`/sign/${token}`);
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await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
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for (const field of Field) {
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if (field.type !== FieldType.SIGNATURE) {
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continue;
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}
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await page.locator(`#field-${field.id}`).getByRole('button').click();
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await expect(page.getByRole('paragraph')).toContainText(
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2024-03-31 15:49:12 +08:00
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'Reauthentication is required to sign this field',
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2024-03-28 13:13:29 +08:00
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);
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await page.getByRole('button', { name: 'Cancel' }).click();
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}
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}
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});
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test('[DOCUMENT_AUTH]: should allow field signing when required for recipient auth', async ({
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page,
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}) => {
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const user = await seedUser();
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const recipientWithInheritAuth = await seedUser();
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const recipientWithExplicitNoneAuth = await seedUser();
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const recipientWithExplicitAccountAuth = await seedUser();
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const { recipients } = await seedPendingDocumentWithFullFields({
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owner: user,
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recipients: [
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recipientWithInheritAuth,
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recipientWithExplicitNoneAuth,
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recipientWithExplicitAccountAuth,
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],
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recipientsCreateOptions: [
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{
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authOptions: createRecipientAuthOptions({
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accessAuth: null,
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actionAuth: null,
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}),
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},
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{
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authOptions: createRecipientAuthOptions({
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accessAuth: null,
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actionAuth: 'EXPLICIT_NONE',
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}),
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},
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{
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authOptions: createRecipientAuthOptions({
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accessAuth: null,
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actionAuth: 'ACCOUNT',
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}),
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},
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],
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fields: [FieldType.DATE],
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});
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for (const recipient of recipients) {
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const { token, Field } = recipient;
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const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
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// This document has no global action auth, so only account should require auth.
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const isAuthRequired = actionAuth === 'ACCOUNT';
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const signUrl = `/sign/${token}`;
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await page.goto(signUrl);
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await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
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if (isAuthRequired) {
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for (const field of Field) {
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if (field.type !== FieldType.SIGNATURE) {
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continue;
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}
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await page.locator(`#field-${field.id}`).getByRole('button').click();
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await expect(page.getByRole('paragraph')).toContainText(
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2024-03-31 15:49:12 +08:00
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'Reauthentication is required to sign this field',
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2024-03-28 13:13:29 +08:00
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);
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await page.getByRole('button', { name: 'Cancel' }).click();
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}
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// Sign in and it should work.
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await apiSignin({
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page,
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email: recipient.email,
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redirectPath: signUrl,
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});
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}
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// Add signature.
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feat: add global settings for teams (#1391)
## Description
This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.
### Include Sender Details
If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:
> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"
Otherwise, the email will say:
> "Example Team" has invited you to sign "document.pdf"
### Default Document Visibility
This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only
If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"
Otherwise, if there is a default document visibility value, it uses that
value.
#### Gotcha
To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
* Similar to the other scenarios.
* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.
* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".
## Testing Performed
Tested it locally.
2024-11-08 13:50:49 +02:00
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const canvas = page.locator('canvas').first();
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2024-03-28 13:13:29 +08:00
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const box = await canvas.boundingBox();
|
|
|
|
|
if (box) {
|
|
|
|
|
await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
|
|
|
|
|
await page.mouse.down();
|
|
|
|
|
await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
|
|
|
|
|
await page.mouse.up();
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
for (const field of Field) {
|
|
|
|
|
await page.locator(`#field-${field.id}`).getByRole('button').click();
|
|
|
|
|
|
|
|
|
|
if (field.type === FieldType.TEXT) {
|
2024-07-19 11:32:49 +10:00
|
|
|
await page.locator('#custom-text').fill('TEXT');
|
|
|
|
|
await page.getByRole('button', { name: 'Save' }).click();
|
2024-03-28 13:13:29 +08:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
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],
|
|
|
|
|
updateDocumentOptions: {
|
|
|
|
|
authOptions: createDocumentAuthOptions({
|
|
|
|
|
globalAccessAuth: null,
|
|
|
|
|
globalActionAuth: 'ACCOUNT',
|
|
|
|
|
}),
|
|
|
|
|
},
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
for (const recipient of recipients) {
|
|
|
|
|
const { token, Field } = 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/${token}`;
|
|
|
|
|
|
|
|
|
|
await page.goto(signUrl);
|
|
|
|
|
await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
|
|
|
|
|
|
|
|
|
|
if (isAuthRequired) {
|
|
|
|
|
for (const field of Field) {
|
|
|
|
|
if (field.type !== FieldType.SIGNATURE) {
|
|
|
|
|
continue;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
await page.locator(`#field-${field.id}`).getByRole('button').click();
|
|
|
|
|
await expect(page.getByRole('paragraph')).toContainText(
|
2024-03-31 15:49:12 +08:00
|
|
|
'Reauthentication is required to sign this field',
|
2024-03-28 13:13:29 +08:00
|
|
|
);
|
|
|
|
|
await page.getByRole('button', { name: 'Cancel' }).click();
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Sign in and it should work.
|
|
|
|
|
await apiSignin({
|
|
|
|
|
page,
|
|
|
|
|
email: recipient.email,
|
|
|
|
|
redirectPath: signUrl,
|
|
|
|
|
});
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
// Add signature.
|
feat: add global settings for teams (#1391)
## Description
This PR introduces global settings for teams. At the moment, it allows
team admins to configure the following:
* The default visibility of the documents uploaded to the team account
* Whether to include the document owner (sender) details when sending
emails to the recipients.
### Include Sender Details
If the Sender Details setting is enabled, the emails sent by the team
will include the sender's name:
> "Example User" on behalf of "Example Team" has invited you to sign
"document.pdf"
Otherwise, the email will say:
> "Example Team" has invited you to sign "document.pdf"
### Default Document Visibility
This new option allows users to set the default visibility for the
documents uploaded to the team account. It can have the following
values:
* Everyone
* Manager and above
* Admins only
If the default document visibility isn't set, the document will be set
to the role of the user who created the document:
* If a user with the "User" role creates a document, the document's
visibility is set to "Everyone".
* Manager role -> "Manager and above"
* Admin role -> "Admins only"
Otherwise, if there is a default document visibility value, it uses that
value.
#### Gotcha
To avoid issues, the `document owner` and the `recipient` can access the
document irrespective of their role. For example:
* If a team member with the role "Member" uploads a document and the
default document visibility is "Admins", only the document owner and
admins can access the document.
* Similar to the other scenarios.
* If an admin uploads a document and the default document visibility is
"Admins", the recipient can access the document.
* The admins have access to all the documents.
* Managers have access to documents with the visibility set to
"Everyone" and "Manager and above"
* Members have access only to the documents with the visibility set to
"Everyone".
## Testing Performed
Tested it locally.
2024-11-08 13:50:49 +02:00
|
|
|
const canvas = page.locator('canvas').first();
|
2024-03-28 13:13:29 +08:00
|
|
|
const box = await canvas.boundingBox();
|
|
|
|
|
if (box) {
|
|
|
|
|
await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
|
|
|
|
|
await page.mouse.down();
|
|
|
|
|
await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
|
|
|
|
|
await page.mouse.up();
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
for (const field of Field) {
|
|
|
|
|
await page.locator(`#field-${field.id}`).getByRole('button').click();
|
|
|
|
|
|
|
|
|
|
if (field.type === FieldType.TEXT) {
|
2024-07-19 11:32:49 +10:00
|
|
|
await page.locator('#custom-text').fill('TEXT');
|
|
|
|
|
await page.getByRole('button', { name: 'Save' }).click();
|
2024-03-28 13:13:29 +08:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
await expect(page.locator(`#field-${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 });
|
|
|
|
|
}
|
|
|
|
|
}
|
|
|
|
|
});
|