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pn-new-crm/tests/integration/documents-hub-awaiting-me-signing-email.test.ts
Matt 9f5810e3df
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feat(users): per-user signing-email override (login ≠ signing identity)
Adds nullable user_profiles.signing_email — the address representing a user
in SIGNING contexts only (EOI developer/approver signer slot, in-CRM 'your
turn to sign' notification, 'awaiting my signature' hub tab). Never a login
credential; better-auth identity stays single-email. NULL → user signs as
their own login email.

Lets a person who logs in as e.g. abbie@ sign on behalf of a shared role
mailbox (sales@) without changing their login. Additive + backward-compatible:
every existing user (NULL override) is byte-for-byte unaffected.

- migration 0100 + drizzle column (nullable, no unique constraint)
- resolveCrmUser: signing_email ?? user.email
- listDocuments hub filter: match the caller's owned email SET (login +
  override) for awaiting_me / awaiting_them (currentUserEmail -> currentUserEmails)
- ctx.user.signingEmail surfaced from the already-loaded profile (no extra query)
- updateUser persists/lowercases the override; '' clears it (edit-only)
- admin Edit-User form: optional 'Signing email' field
- TDD: validator unit test + 3 integration tests (resolver override+fallback,
  updateUser persist/clear, hub awaiting_me matches override)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L2qc3xZTfif7N4Wq3QDa8X
2026-06-26 15:08:44 +02:00

73 lines
2.4 KiB
TypeScript

/**
* The documents-hub "awaiting my signature" tab matches a document's pending
* signer against the set of emails the caller owns — their login email AND
* their signing_email override. So a user who logs in as `abbie@` but signs as
* `sales@` still sees the `sales@`-signer documents in their personal tab.
*/
import { describe, it, expect } from 'vitest';
import { db } from '@/lib/db';
import { documents, documentSigners } from '@/lib/db/schema/documents';
import { listDocuments } from '@/lib/services/documents.service';
import { makePort, makeClient } from '../helpers/factories';
async function seedPendingDoc(portId: string, clientId: string, signerEmail: string) {
const [doc] = await db
.insert(documents)
.values({
portId,
clientId,
documentType: 'eoi',
title: 'EOI awaiting signature',
status: 'sent',
createdBy: 'seed',
})
.returning();
await db.insert(documentSigners).values({
documentId: doc!.id,
signerName: 'Approver',
signerEmail,
signerRole: 'approver',
signingOrder: 1,
status: 'pending',
});
return doc!.id;
}
const baseQuery = {
page: 1,
limit: 50,
sort: 'createdAt' as const,
order: 'desc' as const,
includeArchived: false,
tab: 'awaiting_me' as const,
};
describe('documents hub - awaiting_me matches owned email set', () => {
it('includes a doc whose pending signer matches the caller signing_email (not their login)', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
const docId = await seedPendingDoc(port.id, client.id, 'sales@portnimara.com');
const result = await listDocuments(port.id, baseQuery, {
currentUserEmails: ['abbie@portnimara.com', 'sales@portnimara.com'],
});
const ids = (result.data as Array<{ id: string }>).map((d) => d.id);
expect(ids).toContain(docId);
});
it('excludes the doc when the caller owns neither the signer email', async () => {
const port = await makePort();
const client = await makeClient({ portId: port.id });
const docId = await seedPendingDoc(port.id, client.id, 'sales@portnimara.com');
const result = await listDocuments(port.id, baseQuery, {
currentUserEmails: ['abbie@portnimara.com'],
});
const ids = (result.data as Array<{ id: string }>).map((d) => d.id);
expect(ids).not.toContain(docId);
});
});