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326 changes: 286 additions & 40 deletions tests/Umbraco.Tests.AcceptanceTest/README.md
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# Umbraco Acceptance Tests

You can watch a video following these instructions [here](https://www.youtube.com/watch?v=N4hBKB0U-d8) and a longer UmbraCollab recording [here](https://www.youtube.com/watch?v=hvoI28s_fDI). Make sure to use the latest recommended `main` branch rather than v10 that's mentioned in the video. Alternatively, follow along the instructions below.
End-to-end acceptance tests for Umbraco CMS using [Playwright](https://playwright.dev/).

### Prerequisites
- NodeJS 22+
- A running installed Umbraco on url: [https://localhost:44339](https://localhost:44339) (Default development port)
- Install using a `SqlServer`/`LocalDb` as the tests execute too fast for `Sqlite` to handle.
You can watch a video following these instructions [here](https://www.youtube.com/watch?v=N4hBKB0U-d8) and a longer UmbraCollab recording [here](https://www.youtube.com/watch?v=hvoI28s_fDI). Make sure to use the latest recommended `main` branch rather than v10 that's mentioned in the video.

### Getting started
The tests are located in the project/folder as `Umbraco.Tests.AcceptanceTests`. Make sure you run `npm ci` & `npx playwright install` in that folder, or let your IDE do that.
---

The script will ask you to enter the username and password for a superadmin user of your Umbraco CMS.
## Prerequisites

### Executing tests
There are two npm scripts that can be used to execute the test:
- **Node.js 22+**
- **A running installed Umbraco instance** on URL: [https://localhost:44339](https://localhost:44339) (default development port)
- Install using `SqlServer`/`LocalDb` as the tests execute too fast for `SQLite` to handle

1. `npm run test`
- Executes the tests headless.
1. `npm run ui`
- Executes the tests in a browser handled by a playwright application.
---

In case of errors it is recommended to use `await page.pause()` so you can step through your test.
## Getting Started

### Executing single tests
1. Navigate to the test project folder:
```bash
cd tests/Umbraco.Tests.AcceptanceTest
```

If you wish to run a single set of tests, which may be helpful when writing tests you can use the following command. As before, you need to run these tests in the 'tests/Umbraco.Tests.AcceptanceTest' folder.
2. Install dependencies and Playwright browsers:
```bash
npm ci
npx playwright install
```

npx playwright test <testname.ts>
3. The setup script will prompt you to enter credentials for a superadmin user of your Umbraco CMS.

For example to run the Login Test:
---

npx playwright test tests/DefaultConfig/Login/Login.spec.ts
## Executing Tests

To run a single test (if you have several in a file), you can use this syntax.
### Available NPM Scripts

npx playwright test -g "<name of test>"
| Command | Description |
|---------|-------------|
| `npm run test` | Execute DefaultConfig tests headlessly |
| `npm run ui` | Open Playwright UI mode with browser |
| `npm run smokeTest` | Run quick smoke tests (`@smoke` tagged) |
| `npm run releaseTest` | Run comprehensive release tests (`@release` tagged) |
| `npm run all` | Run all test suites |
| `npm run testSqlite` | Run tests excluding User tests (SQLite limitation) |
| `npm run testWindows` | Run tests excluding RelationType tests |
| `npm run createTest <name>` | Generate a new test file template |
| `npm run config` | Reconfigure environment settings |

For example:
### Running Single Tests

npx playwright test -g "can create content with the document link"
Run a specific test file:
```bash
npx playwright test tests/DefaultConfig/Content/Content.spec.ts
```

Run a single test by name:
```bash
npx playwright test -g "can create content with the document link"
```

Run tests with visible browser:
```bash
npx playwright test --headed tests/DefaultConfig/Content/Content.spec.ts
```

### UI Mode

For an interactive testing experience with step-by-step visualization:

```bash
npx playwright test --ui
```

Or specify a test directory:
```bash
npx playwright test --ui tests/DefaultConfig
```

> **Note**: In UI mode, if you only see the authenticate test, click on 'Projects' and select 'defaultConfig' to see all tests.
---

## Test Helpers and Fixtures

Tests use the `@umbraco/playwright-testhelpers` package which provides three main fixtures:

### `umbracoUi` - UI Interaction Helper

For browser interactions organized by section:

```typescript
// Navigation
await umbracoUi.goToBackOffice();
await umbracoUi.content.goToSection(ConstantHelper.sections.content);

// Interactions
await umbracoUi.content.enterContentName('My Content');
await umbracoUi.content.clickSaveButton();
await umbracoUi.content.clickSaveAndPublishButton();

// Assertions
await umbracoUi.content.isSuccessStateVisibleForSaveButton();
await umbracoUi.content.doesSuccessNotificationHaveText('Content saved');
```

### `umbracoApi` - REST API Helper

For server-side operations (setup/teardown):

```typescript
// Create test data
const docTypeId = await umbracoApi.documentType.createDefaultDocumentType('TestType');
const dataTypeId = await umbracoApi.dataType.createTextstringDataType('TestDataType');

// Query data
const exists = await umbracoApi.document.doesNameExist('MyContent');
const data = await umbracoApi.document.getByName('MyContent');

// Cleanup (idempotent - won't fail if not exists)
await umbracoApi.documentType.ensureNameNotExists('TestType');

// Publishing
await umbracoApi.document.publish(documentId);
```

### `page` - Raw Playwright Page

Direct access to Playwright's Page object for custom interactions:

```typescript
await page.pause(); // Pause for debugging
await page.screenshot({ path: 'debug.png' });
```

### Helper Constants

```typescript
import { ConstantHelper, NotificationConstantHelper, AliasHelper } from '@umbraco/playwright-testhelpers';

// Section names
ConstantHelper.sections.content
ConstantHelper.sections.media
ConstantHelper.sections.settings

// Notification messages
NotificationConstantHelper.success.published
NotificationConstantHelper.success.saved

// String utilities
AliasHelper.toAlias('Test Document Type') // → 'testDocumentType'
```

---

## Writing Tests

### Test Structure (AAA Pattern)

### Executing tests in UI Mode
All tests follow the Arrange-Act-Assert pattern:

If you would like to have an overview of all your test, to be able to see all the steps in the tests being executed and you would like to be able to run all of your tests one after another, and maybe only just one test. Then you should use UI Mode. As before, you need to run these commands in the 'tests/Umbraco.Tests.AcceptanceTest' folder.
```typescript
import { ConstantHelper, test } from '@umbraco/playwright-testhelpers';
import { expect } from '@playwright/test';

npx playwright test --ui
const documentTypeName = 'TestDocumentType';
const contentName = 'TestContent';

You can also specify which tests you want to run
test.beforeEach(async ({ umbracoApi, umbracoUi }) => {
// Clean up any existing test data (idempotent)
await umbracoApi.documentType.ensureNameNotExists(documentTypeName);
await umbracoApi.document.ensureNameNotExists(contentName);

npx playwright test --ui tests/DefaultConfig
// Navigate to backoffice
await umbracoUi.goToBackOffice();
});

When entering UI Mode, you might only able to see the authenticate test. To fix this you will need to click on the 'Projects' in UI mode and select 'Chromium'. After you've done this. You should be able to see all your tests for the location you specified when running the command.
test.afterEach(async ({ umbracoApi }) => {
// Always clean up after tests
await umbracoApi.documentType.ensureNameNotExists(documentTypeName);
await umbracoApi.document.ensureNameNotExists(contentName);
});

### Environment Configuration
test('can create content', { tag: '@smoke' }, async ({ umbracoApi, umbracoUi }) => {
// Arrange - Setup test data via API
const documentTypeId = await umbracoApi.documentType.createDefaultDocumentType(documentTypeName);

The environment configuration is begin setup by the npm installation script.
This results in the creation of this file: `.env`.
This file is already added to `.gitignore` and can contain values that are different for each developer machine.
// Act - Perform UI actions
await umbracoUi.content.goToSection(ConstantHelper.sections.content);
await umbracoUi.content.clickActionsMenuAtRoot();
await umbracoUi.content.clickCreateButton();
await umbracoUi.content.chooseDocumentType(documentTypeName);
await umbracoUi.content.enterContentName(contentName);
await umbracoUi.content.clickSaveButton();

The file has the following content:
// Assert - Verify results
await umbracoUi.content.isSuccessStateVisibleForSaveButton();
expect(await umbracoApi.document.doesNameExist(contentName)).toBeTruthy();
});
```
UMBRACO_USER_LOGIN=email for superadmin
UMBRACO_USER_PASSWORD=password for superadmin

### Test Tags

Tag tests for selective execution:

```typescript
test('critical path test', { tag: '@smoke' }, async ({ umbracoApi, umbracoUi }) => {
// Quick smoke test
});

test('comprehensive test', { tag: '@release' }, async ({ umbracoApi, umbracoUi }) => {
// Full release validation
});
```

### Creating a New Test

Use the generator script:
```bash
npm run createTest MyFeatureName
```

This creates `tests/MyFeatureName.spec.ts` with a template.

### Test Conventions

1. **Idempotent cleanup**: Use `ensureNameNotExists()` instead of `delete()` - won't fail if item doesn't exist
2. **API for setup**: Create test data via API (faster than UI)
3. **UI for validation**: Test actual user workflows through the UI
4. **Test independence**: Each test should run standalone without depending on other tests
5. **Descriptive names**: Use clear, descriptive test and variable names
6. **Clean up**: Always clean up test data in `afterEach`

---

## Environment Configuration

The environment configuration is set up by the npm installation script, creating a `.env` file (git-ignored):

```bash
[email protected]
UMBRACO_USER_PASSWORD=yourpassword
URL=https://localhost:44339
```
You can change this if you like or run the config script to reset the values, type "npm run config" in your terminal.

### Documentation
To reconfigure:
```bash
npm run config
```

---

## Debugging Tests

### Pause Execution

```typescript
await page.pause(); // Opens Playwright Inspector
```

### Take Screenshots

```typescript
await page.screenshot({ path: 'debug.png' });
```

### View Traces

Failed tests automatically save traces. View them with:
```bash
npx playwright show-trace results/trace.zip
```

### Run in Debug Mode

```bash
PWDEBUG=1 npx playwright test tests/DefaultConfig/Content/Content.spec.ts
```

---

## Test Projects

The test suite is organized into multiple Playwright projects (see `playwright.config.ts`):

| Project | Description |
|---------|-------------|
| `setup` | Authentication setup (runs first) |
| `defaultConfig` | Main test suite (depends on setup) |
| `extensionRegistry` | Extension/plugin tests |
| `entityDataPicker` | Entity data picker tests |
| `deliveryApi` | Content Delivery API tests |
| `externalLoginAzureADB2C` | Azure AD B2C authentication tests |
| `unattendedInstallConfig` | Installation tests (no auth required) |
| `smtp` | Email/SMTP tests |

---

## Configuration Details

Key settings in `playwright.config.ts`:

- **Test timeout**: 30 seconds per test
- **Expect timeout**: 5 seconds for assertions
- **Retries**: 2 retries on CI (0 locally)
- **Workers**: 1 (sequential execution for state consistency)
- **Browser**: Desktop Chrome with HTTPS
- **Test identifier**: `data-mark` attribute

---

## Documentation

For further documentation on Playwright, see the [Playwright documentation](https://playwright.dev/docs/intro).
- [Playwright Documentation](https://playwright.dev/docs/intro)
- [Umbraco Documentation](https://docs.umbraco.com/)
- [@umbraco/playwright-testhelpers](https://www.npmjs.com/package/@umbraco/playwright-testhelpers)
- [@umbraco/json-models-builders](https://www.npmjs.com/package/@umbraco/json-models-builders)
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