add shared link form fields preferences

pull/502/head
Alex Turchyn 5 months ago committed by Pete Matsyburka
parent b4f80422eb
commit 18ee2d5316

@ -33,7 +33,7 @@ class StartFormController < ApplicationController
@submitter = find_or_initialize_submitter(@template, submitter_params)
if @submitter.completed_at?
redirect_to start_form_completed_path(@template.slug, email: submitter_params[:email])
redirect_to start_form_completed_path(@template.slug, submitter_params.compact_blank)
else
if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
@error_message = multiple_submitters_error_message
@ -49,7 +49,7 @@ class StartFormController < ApplicationController
@submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
end
if @submitter.save
if @submitter.errors.blank? && @submitter.save
if is_new_record
enqueue_submission_create_webhooks(@submitter)
@ -71,9 +71,20 @@ class StartFormController < ApplicationController
def completed
return redirect_to start_form_path(@template.slug) if !@template.shared_link? || @template.archived_at?
submitter_params = params.permit(:name, :email, :phone).tap do |attrs|
attrs[:email] = Submissions.normalize_email(attrs[:email])
end
required_fields = @template.preferences.fetch('link_form_fields', ['email'])
required_params = required_fields.index_with { |key| submitter_params[key] }
raise ActionController::RoutingError, I18n.t('not_found') if required_params.any? { |_, v| v.blank? } ||
required_params.except('name').compact_blank.blank?
@submitter = Submitter.where(submission: @template.submissions)
.where.not(completed_at: nil)
.find_by!(email: params[:email])
.find_by!(required_params)
end
private
@ -104,7 +115,16 @@ class StartFormController < ApplicationController
end
def find_or_initialize_submitter(template, submitter_params)
Submitter
required_fields = template.preferences.fetch('link_form_fields', ['email'])
required_params = required_fields.index_with { |key| submitter_params[key] }
find_params = required_params.except('name')
submitter = Submitter.new if find_params.compact_blank.blank?
submitter ||=
Submitter
.where(submission: template.submissions.where(expire_at: Time.current..)
.or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
.order(id: :desc)
@ -112,7 +132,15 @@ class StartFormController < ApplicationController
.where(external_id: nil)
.where(ip: [nil, request.remote_ip])
.then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
.find_or_initialize_by(email: submitter_params[:email], **submitter_params.compact_blank)
.find_or_initialize_by(find_params)
submitter.name = required_params['name'] if submitter.new_record?
required_params.each do |key, value|
submitter.errors.add(key.to_sym, :blank) if value.blank?
end
submitter
end
def assign_submission_attributes(submitter, template)

@ -31,7 +31,7 @@ class TemplatesPreferencesController < ApplicationController
completed_notification_email_subject completed_notification_email_body
completed_notification_email_enabled completed_notification_email_attach_audit] +
[completed_message: %i[title body],
submitters: [%i[uuid request_email_subject request_email_body]]]
submitters: [%i[uuid request_email_subject request_email_body]], link_form_fields: []]
).tap do |attrs|
attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'

@ -35,6 +35,7 @@ import SetDateButton from './elements/set_date_button'
import IndeterminateCheckbox from './elements/indeterminate_checkbox'
import AppTour from './elements/app_tour'
import DashboardDropzone from './elements/dashboard_dropzone'
import RequiredCheckboxGroup from './elements/required_checkbox_group'
import * as TurboInstantClick from './lib/turbo_instant_click'
@ -105,6 +106,7 @@ safeRegisterElement('indeterminate-checkbox', IndeterminateCheckbox)
safeRegisterElement('app-tour', AppTour)
safeRegisterElement('dashboard-dropzone', DashboardDropzone)
safeRegisterElement('check-on-click', CheckOnClick)
safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
safeRegisterElement('template-builder', class extends HTMLElement {
connectedCallback () {

@ -0,0 +1,17 @@
export default class extends HTMLElement {
connectedCallback () {
this.querySelectorAll('input[type="checkbox"]').forEach(checkbox => {
checkbox.addEventListener('change', this.handleChange)
})
}
handleChange = () => {
if (this.checkedCount !== 0) {
this.closest('form')?.requestSubmit()
}
}
get checkedCount () {
return this.querySelectorAll('input[type="checkbox"]:checked').length
}
}

@ -28,7 +28,7 @@
<% end %>
<% if Templates.filter_undefined_submitters(@template.submitters).size == 1 && %w[api embed].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
<toggle-submit class="block">
<%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: { email: params[:email] }, resubmit: true }, method: :put, class: 'white-button w-full' %>
<%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: params.permit(:name, :email, :phone).compact_blank, resubmit: true }, method: :put, class: 'white-button w-full' %>
</toggle-submit>
<% end %>
</div>

@ -29,13 +29,32 @@
</div>
<% if !@template.archived_at? && !@template.account.archived_at? %>
<%= form_for @submitter, url: start_form_path(@template.slug), data: { turbo_frame: :_top }, method: :put, html: { class: 'space-y-4' } do |f| %>
<div dir="auto" class="form-control !mt-0">
<%= f.label :email, t('email'), class: 'label' %>
<%= f.email_field :email, value: current_user&.email || params[:email] || @submitter.email, required: true, class: 'base-input', placeholder: t('provide_your_email_to_start') %>
<% if @error_message %>
<span class="label-text-alt text-red-400 mt-1"><%= @error_message %></span>
<% end %>
</div>
<% if @error_message %>
<div class="alert items-start bg-base-100 border border-red-400 text-red-400">
<%= svg_icon('info_circle', class: 'stroke-current shrink-0 h-6 w-6 mt-1') %>
<div class="text-sm"><%= @error_message %></div>
</div>
<% end %>
<% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
<% multiple_fields = link_form_fields.size > 1 %>
<% if link_form_fields.include?('name') %>
<div dir="auto" class="form-control !mt-0">
<%= f.label :name, t('name'), class: 'label' %>
<%= f.text_field :name, value: current_user&.full_name || params[:name] || @submitter.name, required: true, class: 'base-input', placeholder: t(multiple_fields ? 'provide_your_name' : 'provide_your_name_to_start') %>
</div>
<% end %>
<% if link_form_fields.include?('email') %>
<div dir="auto" class="form-control !mt-0">
<%= f.label :email, t('email'), class: 'label' %>
<%= f.email_field :email, value: current_user&.email || params[:email] || @submitter.email, required: true, class: 'base-input', placeholder: t(multiple_fields ? 'provide_your_email' : 'provide_your_email_to_start') %>
</div>
<% end %>
<% if link_form_fields.include?('phone') %>
<div dir="auto" class="form-control !mt-0">
<%= f.label :phone, t('phone'), class: 'label' %>
<%= f.telephone_field :phone, value: params[:phone] || @submitter.phone, pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('#{t('use_international_format_1xxx_')}') : ''", oninput: "this.setCustomValidity('')", required: true, class: 'base-input', placeholder: t(multiple_fields ? 'provide_your_phone_in_international_format' : 'provide_your_phone_in_international_format_to_start') %>
</div>
<% end %>
<toggle-submit dir="auto" class="form-control">
<%= f.button button_title(title: t('start'), disabled_with: t('starting')), class: 'base-button' %>
</toggle-submit>

@ -0,0 +1,83 @@
<% close_on_submit = local_assigns.fetch(:close_on_submit, true) %>
<%= form_for template, url: template_recipients_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: :submitters_form }, data: { close_on_submit: } do |f| %>
<% unless close_on_submit %>
<toggle-on-submit data-element-id="form_saved_alert"></toggle-on-submit>
<% end %>
<div class="space-y-3 divide-y">
<% template.submitters.each_with_index do |submitter, index| %>
<div class="<%= 'pt-3' if index.positive? %>">
<%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :optional_invite_by_uuid, :linked_to_uuid, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'optional_invite_by_uuid', 'linked_to_uuid')), index: do |ff| %>
<% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : '')))) %>
<%= ff.hidden_field :uuid %>
<div class="form-control">
<%= ff.text_field :name, class: 'w-full outline-none border-transparent focus:border-transparent focus:ring-0 bg-base-100 px-1 peer mb-2', autocomplete: 'off', placeholder: "#{index + 1}#{(index + 1).ordinal} Party", required: true %>
<% if template.submitters.size == 2 %>
<%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
<% else %>
<toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
<%= ff.select :option, [[t('not_specified'), 'not_set'], [t('submission_requester'), 'is_requester'], [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }], {}, class: 'base-select mb-3' %>
</toggle-attribute>
<%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
<% end %>
</div>
<% if template.submitters.size == 2 %>
<checkbox-group class="mt-3 flex items-center space-x-4">
<label class="flex items-center space-x-2 cursor-pointer">
<toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
<%= ff.check_box :is_requester, class: 'base-checkbox' %>
</toggle-attribute>
<span class="select-none">
<%= t('submission_requester') %>
</span>
</label>
<% if index == 1 %>
<label class="flex items-center space-x-2 cursor-pointer">
<toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
<indeterminate-checkbox data-indeterminate="<%= ff.object.optional_invite_by_uuid.present? %>" data-show-indeterminate-id="invite_optional" data-name="<%= ff.field_name(:invite_by_uuid) %>" data-indeterminate-name="<%= ff.field_name(:optional_invite_by_uuid) %>" class="flex">
<%= ff.check_box ff.object.optional_invite_by_uuid.present? ? :optional_invite_by_uuid : :invite_by_uuid, { class: 'base-checkbox' }, template.submitters.first['uuid'], '' %>
</indeterminate-checkbox>
</toggle-attribute>
<span class="select-none">
<%= t('invite_by_name', name: template.submitters.first['name']) %> <span id="invite_optional" class="<%= 'hidden' if ff.object.optional_invite_by_uuid.blank? %>">(<%= t(:optional).capitalize %>)</span>
</span>
</label>
<% end %>
</checkbox-group>
<% end %>
<% end %>
</div>
<% end %>
</div>
<% end %>
<% unless current_account.account_configs.exists?(key: AccountConfig::ENFORCE_SIGNING_ORDER_KEY, value: true) %>
<%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
<div class="flex items-center pt-4 mt-4 justify-between border-t w-full">
<span>
<%= t('enforce_recipients_order') %>
</span>
<%= f.fields_for :preferences, Struct.new(:submitters_order).new(template.preferences['submitters_order']) do |ff| %>
<%= ff.check_box :submitters_order, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'preserved', '' %>
<% end %>
</div>
<% end %>
<% end %>
<% if can?(:manage, :personalization_advanced) %>
<%= form_for template, url: template_preferences_path(template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
<div class="flex items-center mt-4 justify-between w-full">
<span>
<%= t('ensure_unique_recipients') %>
</span>
<%= f.fields_for :preferences, Struct.new(:validate_unique_submitters).new(template.preferences['validate_unique_submitters']) do |ff| %>
<%= ff.check_box :validate_unique_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
<% end %>
</div>
<% end %>
<% end %>
<div class="form-control mt-5">
<%= button_tag button_title(title: t('save'), disabled_with: t('updating')), class: 'base-button', form: :submitters_form %>
<% unless close_on_submit %>
<div class="flex justify-center">
<span id="form_saved_alert" class="text-sm invisible font-normal mt-0.5"><%= t('changes_have_been_saved') %></span>
</div>
<% end %>
</div>

@ -287,91 +287,8 @@
<%= render 'templates_code_modal/preferences', class: 'pt-2' %>
</div>
<% if show_recipients %>
<div id="recipients" class="hidden mt-2 mb-4 px-5">
<%= form_for @template, url: template_recipients_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: :submitters_form } do |f| %>
<div class="space-y-3 divide-y">
<% @template.submitters.each_with_index do |submitter, index| %>
<div class="pt-3">
<%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :optional_invite_by_uuid, :linked_to_uuid, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'optional_invite_by_uuid', 'linked_to_uuid')), index: do |ff| %>
<% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : '')))) %>
<%= ff.hidden_field :uuid %>
<div class="form-control">
<%= ff.text_field :name, class: 'w-full outline-none border-transparent focus:border-transparent focus:ring-0 bg-base-100 px-1 peer mb-2', autocomplete: 'off', placeholder: "#{index + 1}#{(index + 1).ordinal} Party", required: true %>
<% if @template.submitters.size == 2 %>
<%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
<% else %>
<toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
<%= ff.select :option, [[t('not_specified'), 'not_set'], [t('submission_requester'), 'is_requester'], [t('specified_email'), 'email'], *(@template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(@template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }], {}, class: 'base-select mb-3' %>
</toggle-attribute>
<%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
<% end %>
</div>
<% if @template.submitters.size == 2 %>
<checkbox-group class="mt-3 flex items-center space-x-4">
<label class="flex items-center space-x-2 cursor-pointer">
<toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
<%= ff.check_box :is_requester, class: 'base-checkbox' %>
</toggle-attribute>
<span class="select-none">
<%= t('submission_requester') %>
</span>
</label>
<% if index == 1 %>
<label class="flex items-center space-x-2 cursor-pointer">
<toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
<indeterminate-checkbox data-indeterminate="<%= ff.object.optional_invite_by_uuid.present? %>" data-show-indeterminate-id="invite_optional" data-name="<%= ff.field_name(:invite_by_uuid) %>" data-indeterminate-name="<%= ff.field_name(:optional_invite_by_uuid) %>" class="flex">
<%= ff.check_box ff.object.optional_invite_by_uuid.present? ? :optional_invite_by_uuid : :invite_by_uuid, { class: 'base-checkbox' }, @template.submitters.first['uuid'], '' %>
</indeterminate-checkbox>
</toggle-attribute>
<span class="select-none">
<%= t('invite_by_name', name: @template.submitters.first['name']) %> <span id="invite_optional" class="<%= 'hidden' if ff.object.optional_invite_by_uuid.blank? %>">(<%= t(:optional).capitalize %>)</span>
</span>
</label>
<% end %>
</checkbox-group>
<% end %>
<% end %>
</div>
<% end %>
</div>
<% end %>
<% unless current_account.account_configs.exists?(key: AccountConfig::ENFORCE_SIGNING_ORDER_KEY, value: true) %>
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
<div class="flex items-center pt-4 mt-4 justify-between border-t w-full">
<span>
<%= t('enforce_recipients_order') %>
</span>
<%= f.fields_for :preferences, Struct.new(:submitters_order).new(@template.preferences['submitters_order']) do |ff| %>
<%= ff.check_box :submitters_order, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'preserved', '' %>
<% end %>
</div>
<% end %>
<% end %>
<% if can?(:manage, :personalization_advanced) %>
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
<div class="flex items-center mt-4 justify-between w-full">
<span>
<%= t('ensure_unique_recipients') %>
</span>
<%= f.fields_for :preferences, Struct.new(:validate_unique_submitters).new(@template.preferences['validate_unique_submitters']) do |ff| %>
<%= ff.check_box :validate_unique_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
<% end %>
</div>
<% end %>
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
<div class="flex items-center mt-4 justify-between w-full">
<span>
<%= t('require_all_recipients') %>
</span>
<%= f.fields_for :preferences, Struct.new(:require_all_submitters).new(@template.preferences['require_all_submitters']) do |ff| %>
<%= ff.check_box :require_all_submitters, { class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', '' %>
<% end %>
</div>
<% end %>
<% end %>
<div class="form-control mt-5 pb-2">
<%= button_tag button_title(title: t('save'), disabled_with: t('updating')), class: 'base-button', form: :submitters_form %>
</div>
<div id="recipients" class="hidden mt-2 mb-4 px-5 pt-1 pb-2">
<%= render 'recipients', template: @template %>
</div>
<% end %>
<% if show_api %>

@ -1,8 +1,8 @@
<%= render 'shared/turbo_modal_large', title: t('share_link') do %>
<div class="mt-2 mb-4 px-5">
<%= form_for @template, url: template_share_link_path(@template), method: :post, html: { id: 'shared_link_form', autocomplete: 'off', class: 'mt-3' }, data: { close_on_submit: false } do |f| %>
<div class="flex items-center justify-between gap-1 px-1">
<span><%= t('enable_shared_link') %></span>
<div class="flex items-center justify-between gap-1">
<span class="pl-1"><%= t('enable_shared_link') %></span>
<%= f.check_box :shared_link, { disabled: !can?(:update, @template), class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
</div>
<div class="flex gap-2 mt-3">
@ -12,5 +12,34 @@
</check-on-click>
</div>
<% end %>
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-3' }, data: { close_on_submit: false } do |f| %>
<% link_form_fields = @template.preferences.fetch('link_form_fields', ['email']) %>
<label class="pl-1"><%= t('link_form_fields') %></label>
<required-checkbox-group class="flex flex-col md:flex-row items-center gap-2 w-full mt-2">
<% %w[name email phone].each do |field| %>
<%= label_tag "link_form_fields_#{field}", t(field), class: 'relative flex w-full md:w-1/3 items-center h-12 border-base-300 py-3.5 border rounded-xl' do %>
<%= check_box_tag 'template[preferences][link_form_fields][]', field, link_form_fields.include?(field), class: 'absolute !animate-none checkbox left-3', id: "link_form_fields_#{field}" %>
<span class="font-medium w-full text-center"><%= t(field) %></span>
<% end %>
<% end %>
</required-checkbox-group>
<% end %>
<% if Templates.filter_undefined_submitters(@template.submitters).size > 1 %>
<div class="alert items-start bg-base-100 border-base-300 mt-4">
<%= svg_icon('info_circle', class: 'stroke-current shrink-0 h-6 w-6 mt-1') %>
<div><%= t('this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link') %></div>
</div>
<% end %>
<% if @template.submitters.to_a.length > 1 %>
<div class="collapse collapse-arrow join-item border border-base-300 mt-4">
<input type="checkbox" name="accordion">
<div class="collapse-title text-xl font-medium">
<%= t('recipients') %>
</div>
<div class="collapse-content !pb-0">
<%= render 'templates_preferences/recipients', template: @template, close_on_submit: false %>
</div>
</div>
<% end %>
</div>
<% end %>

@ -115,6 +115,11 @@ en: &en
role: Role
reason: Reason
provide_your_email_to_start: Provide your email to start
provide_your_email: Provide your email
provide_your_name_to_start: Provide your name to start
provide_your_name: Provide your name
provide_your_phone_in_international_format_to_start: Provide your phone in international format to start
provide_your_phone_in_international_format: Provide your phone in international format
start: Start
enforce_recipients_order: Enforce recipients order
starting: Starting
@ -754,6 +759,9 @@ en: &en
select_data_residency: Select data residency
account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} has invited you to fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.'
review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Review or download completed documents. Fill and sign documents online effortlessly with a secure, fast, and user-friendly digital document signing solution.
link_form_fields: Link form fields
at_least_one_field_must_be_displayed_in_the_form: At least one field must be displayed in the form.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: This template has multiple parties, which prevents the use of a sharing link as it's unclear which party is responsible for specific fields. To resolve this, define the default party details.
submission_sources:
api: API
bulk: Bulk Send
@ -953,6 +961,11 @@ es: &es
role: Rol
reason: Razón
provide_your_email_to_start: Proporciona tu correo electrónico para comenzar
provide_your_email: Proporciona tu correo electrónico
provide_your_name_to_start: Proporciona tu nombre para comenzar
provide_your_name: Proporciona tu nombre
provide_your_phone_in_international_format_to_start: Proporciona tu teléfono en formato internacional para comenzar
provide_your_phone_in_international_format: Proporciona tu teléfono en formato internacional
start: Comenzar
starting: Comenzando
form_has_been_deleted_by_html: 'El formulario ha sido eliminado por <span class="font-semibold">%{name}</span>.'
@ -1591,6 +1604,9 @@ es: &es
select_data_residency: Seleccionar ubicación de datos
account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} te ha invitado a completar y firmar documentos en línea fácilmente con una solución de firma digital segura, rápida y fácil de usar.'
review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Revisa o descarga los documentos completados. Completa y firma documentos en línea fácilmente con una solución de firma digital segura, rápida y fácil de usar.
link_form_fields: Vincular campos del formulario
at_least_one_field_must_be_displayed_in_the_form: Al menos un campo debe mostrarse en el formulario.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Esta plantilla tiene varias partes, lo que impide el uso de un enlace compartido porque no está claro qué parte es responsable de campos específicos. Para resolverlo, define los detalles predeterminados de la parte.
submission_sources:
api: API
bulk: Envío masivo
@ -1789,6 +1805,11 @@ it: &it
role: Ruolo
reason: Ragione
provide_your_email_to_start: Fornisci la tua email per iniziare
provide_your_email: Fornisci la tua email
provide_your_name_to_start: Fornisci il tuo nome per iniziare
provide_your_name: Fornisci il tuo nome
provide_your_phone_in_international_format_to_start: Fornisci il tuo telefono in formato internazionale per iniziare
provide_your_phone_in_international_format: Fornisci il tuo telefono in formato internazionale
start: Inizia
starting: Iniziando
form_has_been_deleted_by_html: 'Il modulo è stato eliminato da <span class="font-semibold">%{name}</span>.'
@ -2426,6 +2447,9 @@ it: &it
select_data_residency: Seleziona la residenza dei dati
account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} ti ha invitato a compilare e firmare documenti online con facilità utilizzando una soluzione di firma digitale sicura, veloce e facile da usare.'
review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Rivedi o scarica i documenti completati. Compila e firma documenti online facilmente con una soluzione di firma digitale sicura, veloce e facile da usare.
link_form_fields: Collega i campi del modulo
at_least_one_field_must_be_displayed_in_the_form: Almeno un campo deve essere visualizzato nel modulo.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Questo modello ha più parti, il che impedisce luso di un link di condivisione perché non è chiaro quale parte sia responsabile di campi specifici. Per risolvere, definisci i dettagli predefiniti della parte.
submission_sources:
api: API
bulk: Invio massivo
@ -2624,7 +2648,12 @@ fr: &fr
digitally_signed_by: Signé numériquement par
role: Rôle
reason: Raison
provide_your_email_to_start: Entrez votre adresse email pour commencer
provide_your_email_to_start: Fournissez votre e-mail pour commencer
provide_your_email: Fournissez votre e-mail
provide_your_name_to_start: Fournissez votre nom pour commencer
provide_your_name: Fournissez votre nom
provide_your_phone_in_international_format_to_start: Fournissez votre téléphone au format international pour commencer
provide_your_phone_in_international_format: Fournissez votre téléphone au format international
start: Démarrer
starting: Démarrage
form_has_been_deleted_by_html: 'Le formulaire a été supprimé par <span class="font-semibold">%{name}</span>.'
@ -3264,6 +3293,9 @@ fr: &fr
select_data_residency: Sélectionner la résidence des données
account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} vous a invité à remplir et signer des documents en ligne facilement avec une solution de signature numérique sécurisée, rapide et conviviale.'
review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Consultez ou téléchargez les documents complétés. Remplissez et signez des documents en ligne facilement avec une solution de signature numérique sécurisée, rapide et conviviale.
link_form_fields: Lier les champs du formulaire
at_least_one_field_must_be_displayed_in_the_form: Au moins un champ doit être affiché dans le formulaire.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Ce modèle contient plusieurs parties, ce qui empêche lutilisation dun lien de partage car il nest pas clair quelle partie est responsable de certains champs. Pour résoudre cela, définissez les détails de la partie par défaut.
submission_sources:
api: API
bulk: Envoi en masse
@ -3462,7 +3494,12 @@ pt: &pt
digitally_signed_by: Assinado digitalmente por
role: Função
reason: Motivo
provide_your_email_to_start: Forneça o seu email para começar
provide_your_email_to_start: Informe seu e-mail para começar
provide_your_email: Informe seu e-mail
provide_your_name_to_start: Informe seu nome para começar
provide_your_name: Informe seu nome
provide_your_phone_in_international_format_to_start: Informe seu telefone no formato internacional para começar
provide_your_phone_in_international_format: Informe seu telefone no formato internacional
start: Iniciar
starting: Iniciando
form_has_been_deleted_by_html: 'O formulário foi eliminado por <span class="font-semibold">%{name}</span>.'
@ -4101,6 +4138,9 @@ pt: &pt
select_data_residency: Selecionar local dos dados
account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} convidou você para preencher e assinar documentos online com facilidade usando uma solução de assinatura digital segura, rápida e fácil de usar.'
review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Reveja ou baixe os documentos concluídos. Preencha e assine documentos online com facilidade usando uma solução de assinatura digital segura, rápida e fácil de usar.
link_form_fields: Vincular campos do formulário
at_least_one_field_must_be_displayed_in_the_form: Pelo menos um campo deve ser exibido no formulário.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Este modelo tem várias partes, o que impede o uso de um link de compartilhamento, pois não está claro qual parte é responsável por campos específicos. Para resolver isso, defina os detalhes padrão da parte.
submission_sources:
api: API
bulk: Envio em massa
@ -4300,7 +4340,12 @@ de: &de
digitally_signed_by: Digital signiert von
role: Rolle
reason: Grund
provide_your_email_to_start: Gib deine E-Mail-Adresse ein, um zu starten
provide_your_email_to_start: Geben Sie Ihre E-Mail-Adresse ein, um zu starten
provide_your_email: Geben Sie Ihre E-Mail-Adresse ein
provide_your_name_to_start: Geben Sie Ihren Namen ein, um zu starten
provide_your_name: Geben Sie Ihren Namen ein
provide_your_phone_in_international_format_to_start: Geben Sie Ihre Telefonnummer im internationalen Format ein, um zu starten
provide_your_phone_in_international_format: Geben Sie Ihre Telefonnummer im internationalen Format ein
start: Starten
starting: Starten
form_has_been_deleted_by_html: 'Das Formular wurde von <span class="font-semibold">%{name}</span> gelöscht.'
@ -4939,6 +4984,9 @@ de: &de
select_data_residency: Datenstandort auswählen
account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: '%{account_name} hat Sie eingeladen, Dokumente mühelos online mit einer sicheren, schnellen und benutzerfreundlichen digitalen Signaturlösung auszufüllen und zu unterschreiben.'
review_or_download_completed_documents_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution: Überprüfen oder laden Sie abgeschlossene Dokumente herunter. Füllen und unterschreiben Sie Dokumente mühelos online mit einer sicheren, schnellen und benutzerfreundlichen digitalen Signaturlösung.
link_form_fields: Formularfelder verknüpfen
at_least_one_field_must_be_displayed_in_the_form: Mindestens ein Feld muss im Formular angezeigt werden.
this_template_has_multiple_parties_which_prevents_the_use_of_a_sharing_link: Diese Vorlage enthält mehrere Parteien, was die Verwendung eines Freigabelinks verhindert, da unklar ist, welche Partei für bestimmte Felder verantwortlich ist. Um dies zu beheben, definieren Sie die Standardparteidetails.
submission_sources:
api: API
bulk: Massenversand
@ -5063,7 +5111,13 @@ pl:
digitally_signed_by: Podpis cyfrowy przez
form_expired_at_html: 'Formularz wygasł o <span class="font-semibold">%{time}</span>'
role: Rola
provide_your_email_to_start: Podaj swój adres email, aby rozpocząć
provide_your_email_to_start: Podaj swój e-mail, aby rozpocząć
provide_your_email: Podaj swój e-mail
provide_your_name_to_start: Podaj swoje imię, aby rozpocząć
provide_your_name: Podaj swoje imię
provide_your_phone_in_international_format_to_start: Podaj numer telefonu w formacie międzynarodowym, aby rozpocząć
provide_your_phone_in_international_format: Podaj numer telefonu w formacie międzynarodowym
use_international_format_1xxx_: 'Użyj formatu międzynarodowego: +1xxx...'
start: Rozpocznij
reason: Powód
starting: Rozpoczynanie
@ -5136,7 +5190,13 @@ uk:
digitally_signed_by: Цифровий підпис від
verification_code_code: 'Код підтвердження: %{code}'
role: Роль
provide_your_email_to_start: Введіть свій email, щоб почати
provide_your_email_to_start: Введіть свій емейл, щоб почати
provide_your_email: Введіть свій емейл
provide_your_name_to_start: Введіть своє ім’я, щоб почати
provide_your_name: Введіть своє ім’я
provide_your_phone_in_international_format_to_start: Введіть номер телефону у міжнародному форматі, щоб почати
provide_your_phone_in_international_format: Введіть номер телефону у міжнародному форматі
use_international_format_1xxx_: 'Використовуйте міжнародний формат: +1xxx...'
form_expired_at_html: 'Строк подачі завершився о <span class="font-semibold">%{time}</span>'
start: Почати
reason: Причина
@ -5210,7 +5270,13 @@ cs:
digitally_signed_by: Digitálně podepsáno uživatelem
verification_code_code: 'Ověřovací kód: %{code}'
role: Role
provide_your_email_to_start: Zadejte svůj email pro zahájení
provide_your_email_to_start: Zadejte svůj e-mail pro zahájení
provide_your_email: Zadejte svůj e-mail
provide_your_name_to_start: Zadejte své jméno pro zahájení
provide_your_name: Zadejte své jméno
provide_your_phone_in_international_format_to_start: Zadejte své telefonní číslo v mezinárodním formátu pro zahájení
provide_your_phone_in_international_format: Zadejte své telefonní číslo v mezinárodním formátu
use_international_format_1xxx_: 'Použijte mezinárodní formát: +1xxx...'
reason: Důvod
form_expired_at_html: 'Formulář vypršel <span class="font-semibold">%{time}</span>'
start: Zahájit
@ -5285,7 +5351,13 @@ he:
role: תפקיד
reason: סיבה
verification_code_code: 'קוד אימות: %{code}'
provide_your_email_to_start: ספק את כתובת הדוא"ל שלך כדי להתחיל
provide_your_email_to_start: הזן את האימייל שלך כדי להתחיל
provide_your_email: הזן את האימייל שלך
provide_your_name_to_start: הזן את שמך כדי להתחיל
provide_your_name: הזן את שמך
provide_your_phone_in_international_format_to_start: הזן את מספר הטלפון שלך בפורמט בינלאומי כדי להתחיל
provide_your_phone_in_international_format: הזן את מספר הטלפון שלך בפורמט בינלאומי
use_international_format_1xxx_: 'השתמש בפורמט בינלאומי: +1xxx...'
start: התחל
starting: מתחיל
form_expired_at_html: 'הטופס פג תוקף ב- <span class="font-semibold">%{time}</span>'
@ -5358,7 +5430,13 @@ nl:
digitally_signed_by: Digitaal ondertekend door
role: Rol
verification_code_code: 'Verificatiecode: %{code}'
provide_your_email_to_start: Geef uw e-mailadres om te beginnen
provide_your_email_to_start: Voer je e-mailadres in om te beginnen
provide_your_email: Voer je e-mailadres in
provide_your_name_to_start: Voer je naam in om te beginnen
provide_your_name: Voer je naam in
provide_your_phone_in_international_format_to_start: Voer je telefoonnummer in internationaal formaat in om te beginnen
provide_your_phone_in_international_format: Voer je telefoonnummer in internationaal formaat in
use_international_format_1xxx_: 'Gebruik het internationale formaat: +1xxx...'
start: Start
reason: Reden
form_expired_at_html: 'Formulier is verlopen op <span class="font-semibold">%{time}</span>'
@ -5431,7 +5509,13 @@ ar:
email: البريد الإلكتروني
digitally_signed_by: تم التوقيع الرقمي بواسطة
role: الدور
provide_your_email_to_start: قدم بريدك الإلكتروني للبدء
provide_your_email_to_start: أدخل بريدك الإلكتروني للبدء
provide_your_email: أدخل بريدك الإلكتروني
provide_your_name_to_start: أدخل اسمك للبدء
provide_your_name: أدخل اسمك
provide_your_phone_in_international_format_to_start: أدخل رقم هاتفك بصيغة دولية للبدء
provide_your_phone_in_international_format: أدخل رقم هاتفك بصيغة دولية
use_international_format_1xxx_: 'استخدم التنسيق الدولي: +1xxx...'
start: بدء
starting: بداية
verification_code_code: 'رمز التحقق: %{code}'
@ -5505,7 +5589,13 @@ ko:
email: 이메일
digitally_signed_by: 디지털로 서명됨
role: 역할
provide_your_email_to_start: 시작하려면 이메일을 제공하세요
provide_your_email_to_start: 시작하려면 이메일을 입력하세요
provide_your_email: 이메일을 입력하세요
provide_your_name_to_start: 시작하려면 이름을 입력하세요
provide_your_name: 이름을 입력하세요
provide_your_phone_in_international_format_to_start: 시작하려면 국제 형식의 전화번호를 입력하세요
provide_your_phone_in_international_format: 국제 형식의 전화번호를 입력하세요
use_international_format_1xxx_: '국제 형식을 사용하세요: +1xxx...'
start: 시작
reason: 이유
starting: 시작 중
@ -5580,6 +5670,12 @@ ja:
digitally_signed_by: 電子署名者
role: 役割
provide_your_email_to_start: 開始するにはメールアドレスを入力してください
provide_your_email: メールアドレスを入力してください
provide_your_name_to_start: 開始するには名前を入力してください
provide_your_name: 名前を入力してください
provide_your_phone_in_international_format_to_start: 開始するには国際形式の電話番号を入力してください
provide_your_phone_in_international_format: 国際形式の電話番号を入力してください
use_international_format_1xxx_: '国際形式を使用してください:+1xxx...'
start: 開始
reason: 理由
starting: 開始中

@ -9,18 +9,78 @@ RSpec.describe 'Signing Form' do
create(:template, shared_link: true, account:, author:, except_field_types: %w[phone payment stamp])
end
before do
it 'displays only the email step when only email is required' do
visit start_form_path(slug: template.slug)
expect(page).to have_content('You have been invited to submit a form')
expect(page).to have_content("Invited by #{account.name}")
expect(page).to have_field('Email', type: 'email', placeholder: 'Provide your email to start')
expect(page).not_to have_field('Phone', type: 'tel')
expect(page).not_to have_field('Name', type: 'text')
expect(page).to have_button('Start')
end
it 'displays name, email, and phone fields together when all are required' do
template.update(preferences: { link_form_fields: %w[email name phone] })
visit start_form_path(slug: template.slug)
expect(page).to have_content('You have been invited to submit a form')
expect(page).to have_content("Invited by #{account.name}")
expect(page).to have_field('Email', type: 'email', placeholder: 'Provide your email')
expect(page).to have_field('Name', type: 'text', placeholder: 'Provide your name')
expect(page).to have_field('Phone', type: 'tel', placeholder: 'Provide your phone in international format')
expect(page).to have_button('Start')
end
it 'displays only the name step when only name is required' do
template.update(preferences: { link_form_fields: %w[name] })
visit start_form_path(slug: template.slug)
expect(page).to have_content('You have been invited to submit a form')
expect(page).to have_content("Invited by #{account.name}")
expect(page).to have_field('Name', type: 'text', placeholder: 'Provide your name to start')
expect(page).not_to have_field('Phone', type: 'tel')
expect(page).not_to have_field('Email', type: 'email')
expect(page).to have_button('Start')
end
it 'shows the email step' do
it 'displays only the phone step when only phone is required' do
template.update(preferences: { link_form_fields: %w[phone] })
visit start_form_path(slug: template.slug)
expect(page).to have_content('You have been invited to submit a form')
expect(page).to have_content("Invited by #{account.name}")
expect(page).to have_field('Email', type: 'email')
expect(page).to have_field('Phone', type: 'tel',
placeholder: 'Provide your phone in international format to start')
expect(page).not_to have_field('Name', type: 'text')
expect(page).not_to have_field('Email', type: 'email')
expect(page).to have_button('Start')
end
it 'prevents starting the form if phone is not in international format' do
template.update(preferences: { link_form_fields: %w[phone] })
visit start_form_path(slug: template.slug)
fill_in 'Phone', with: '12345'
expect { click_button 'Start' }.not_to(change { current_path })
end
it 'prevents starting the form if email is invali' do
visit start_form_path(slug: template.slug)
fill_in 'Email', with: 'invalid-email'
expect { click_button 'Start' }.not_to(change { current_path })
end
it 'completes the form' do
visit start_form_path(slug: template.slug)
# Submit's email step
fill_in 'Email', with: 'john.dou@example.com'
click_button 'Start'
@ -100,6 +160,97 @@ RSpec.describe 'Signing Form' do
expect(field_value(submitter, 'Attachment')).to be_present
expect(field_value(submitter, 'Cell code')).to eq '123'
end
# rubocop:disable RSpec/ExampleLength
it 'completes the form when name, email, and phone are required' do
template.update(preferences: { link_form_fields: %w[email name phone] })
visit start_form_path(slug: template.slug)
# Submit's name, email, and phone step
fill_in 'Email', with: 'john.dou@example.com'
fill_in 'Name', with: 'John Doe'
fill_in 'Phone', with: '+17732298825'
click_button 'Start'
# Text step
fill_in 'First Name', with: 'John'
click_button 'next'
# Date step
fill_in 'Birthday', with: I18n.l(20.years.ago, format: '%Y-%m-%d')
click_button 'next'
# Checkbox step
check 'Do you agree?'
click_button 'next'
# Radio step
choose 'Boy'
click_button 'next'
# Signature step
draw_canvas
click_button 'next'
# Number step
fill_in 'House number', with: '123'
click_button 'next'
# Multiple choice step
%w[Red Blue].each { |color| check color }
click_button 'next'
# Select step
select 'Male', from: 'Gender'
click_button 'next'
# Initials step
draw_canvas
click_button 'next'
# Image step
find('#dropzone').click
find('input[type="file"]', visible: false).attach_file(Rails.root.join('spec/fixtures/sample-image.png'))
click_button 'next'
# File step
find('#dropzone').click
find('input[type="file"]', visible: false).attach_file(Rails.root.join('spec/fixtures/sample-document.pdf'))
click_button 'next'
# Cell step
fill_in 'Cell code', with: '123'
click_on 'Complete'
expect(page).to have_button('Download')
expect(page).to have_content('Document has been signed!')
submitter = template.submissions.last.submitters.last
expect(submitter.email).to eq('john.dou@example.com')
expect(submitter.name).to eq('John Doe')
expect(submitter.phone).to eq('+17732298825')
expect(submitter.ip).to eq('127.0.0.1')
expect(submitter.ua).to be_present
expect(submitter.opened_at).to be_present
expect(submitter.completed_at).to be_present
expect(submitter.declined_at).to be_nil
expect(field_value(submitter, 'First Name')).to eq 'John'
expect(field_value(submitter, 'Birthday')).to eq 20.years.ago.strftime('%Y-%m-%d')
expect(field_value(submitter, 'Do you agree?')).to be_truthy
expect(field_value(submitter, 'First child')).to eq 'Boy'
expect(field_value(submitter, 'Signature')).to be_present
expect(field_value(submitter, 'House number')).to eq 123
expect(field_value(submitter, 'Colors')).to contain_exactly('Red', 'Blue')
expect(field_value(submitter, 'Gender')).to eq 'Male'
expect(field_value(submitter, 'Initials')).to be_present
expect(field_value(submitter, 'Avatar')).to be_present
expect(field_value(submitter, 'Attachment')).to be_present
expect(field_value(submitter, 'Cell code')).to eq '123'
end
# rubocop:enable RSpec/ExampleLength
end
context 'when the submitter form link is opened' do

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