add cancan for authorization

Gemfile

@@ -7,6 +7,7 @@ ruby '3.2.2'
 gem 'aws-sdk-s3', require: false
 gem 'azure-storage-blob', require: false
 gem 'bootsnap', require: false
+gem 'cancancan'
 gem 'devise'
 gem 'devise-two-factor'
 gem 'dotenv', require: false

Gemfile.lock

@@ -114,6 +114,7 @@ GEM
     bullet (7.0.7)
       activesupport (>= 3.0.0)
       uniform_notifier (~> 1.11)
+    cancancan (3.5.0)
     capybara (3.39.2)
       addressable
       matrix
@@ -566,6 +567,7 @@ DEPENDENCIES
   better_html
   bootsnap
   bullet
+  cancancan
   capybara
   cuprite
   debug

app/controllers/accounts_controller.rb

@@ -9,6 +9,9 @@ class AccountsController < ApplicationController
     'de-DE' => 'German (Germany)'
   }.freeze
 
+  before_action :load_account
+  authorize_resource :account
+
   def show; end
 
   def update
@@ -35,6 +38,10 @@ class AccountsController < ApplicationController
 
   private
 
+  def load_account
+    @account = current_account
+  end
+
   def account_params
     params.require(:account).permit(:name, :timezone, :locale)
   end

app/controllers/api/api_base_controller.rb

@@ -5,6 +5,15 @@ module Api
     include ActiveStorage::SetCurrent
 
     before_action :authenticate_user!
+    check_authorization
+
+    if Rails.env.production?
+      rescue_from CanCan::AccessDenied do |e|
+        Rollbar.error(e) if defined?(Rollbar)
+
+        render json: { error: e.message }, status: :forbidden
+      end
+    end
 
     private
 

app/controllers/api/attachments_controller.rb

@@ -3,6 +3,7 @@
 module Api
   class AttachmentsController < ApiBaseController
     skip_before_action :authenticate_user!
+    skip_authorization_check
 
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])

app/controllers/api/submissions_controller.rb

@@ -5,21 +5,25 @@ module Api
     UnknownFieldName = Class.new(StandardError)
     UnknownSubmitterName = Class.new(StandardError)
 
-    def create
+    load_and_authorize_resource :template
-      template = current_account.templates.find(params[:template_id])
+
+    before_action do
+      authorize!(:create, Submission)
+    end
 
+    def create
       submissions =
         if (emails = (params[:emails] || params[:email]).presence)
-          Submissions.create_from_emails(template:,
+          Submissions.create_from_emails(template: @template,
                                          user: current_user,
                                          source: :api,
                                          mark_as_sent: params[:send_email] != 'false',
                                          emails:)
         else
-          submissions_attrs = normalize_submissions_params!(submissions_params[:submission], template)
+          submissions_attrs = normalize_submissions_params!(submissions_params[:submission], @template)
 
           Submissions.create_from_submitters(
-            template:,
+            template: @template,
             user: current_user,
             source: :api,
             mark_as_sent: params[:send_email] != 'false',

app/controllers/api/submitter_email_clicks_controller.rb

@@ -3,6 +3,7 @@
 module Api
   class SubmitterEmailClicksController < ApiBaseController
     skip_before_action :authenticate_user!
+    skip_authorization_check
 
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])

app/controllers/api/submitter_form_views_controller.rb

@@ -3,6 +3,7 @@
 module Api
   class SubmitterFormViewsController < ApiBaseController
     skip_before_action :authenticate_user!
+    skip_authorization_check
 
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])

app/controllers/api/templates_controller.rb

@@ -2,10 +2,10 @@
 
 module Api
   class TemplatesController < ApiBaseController
-    before_action :load_template, only: %i[show update]
+    load_and_authorize_resource :template
 
     def index
-      render json: current_account.templates
+      render json: @templates
     end
 
     def show
@@ -28,9 +28,5 @@ module Api
                                        fields: [[:uuid, :submitter_uuid, :name, :type, :required,
                                                  { options: [], areas: [%i[x y w h cell_w attachment_uuid page]] }]])
     end
-
-    def load_template
-      @template = current_account.templates.find(params[:id])
-    end
   end
 end

app/controllers/api/templates_documents_controller.rb

@@ -2,11 +2,11 @@
 
 module Api
   class TemplatesDocumentsController < ApiBaseController
+    load_and_authorize_resource :template
+
     def create
       return head :unprocessable_entity if params[:blobs].blank? && params[:files].blank?
 
-      @template = current_account.templates.find(params[:template_id])
-
       documents = Templates::CreateAttachments.call(@template, params)
 
       schema = documents.map do |doc|

app/controllers/api_settings_controller.rb

@@ -1,5 +1,7 @@
 # frozen_string_literal: true
 
 class ApiSettingsController < ApplicationController
-  def index; end
+  def index
+    authorize!(:read, current_user.access_token)
+  end
 end

app/controllers/application_controller.rb

@@ -4,6 +4,8 @@ class ApplicationController < ActionController::Base
   include ActiveStorage::SetCurrent
   include Pagy::Backend
 
+  check_authorization unless: :devise_controller?
+
   before_action :sign_in_for_demo, if: -> { Docuseal.demo? }
   before_action :maybe_redirect_to_setup, unless: :signed_in?
   before_action :authenticate_user!, unless: :devise_controller?
@@ -16,6 +18,14 @@ class ApplicationController < ActionController::Base
     redirect_to request.path
   end
 
+  if Rails.env.production?
+    rescue_from CanCan::AccessDenied do |e|
+      Rollbar.error(e) if defined?(Rollbar)
+
+      redirect_back(fallback_location: root_path, alert: e.message)
+    end
+  end
+
   def default_url_options
     Docuseal.default_url_options
   end

app/controllers/console_redirect_controller.rb

@@ -2,6 +2,7 @@
 
 class ConsoleRedirectController < ApplicationController
   skip_before_action :authenticate_user!
+  skip_authorization_check
 
   def index
     return redirect_to(new_user_session_path({ redir: params[:redir] }.compact)) if current_user.blank?

app/controllers/dashboard_controller.rb

@@ -3,13 +3,29 @@
 class DashboardController < ApplicationController
   skip_before_action :authenticate_user!, only: %i[index]
 
+  before_action :maybe_redirect_product_url
+  before_action :maybe_render_landing
+
+  load_and_authorize_resource :template, parent: false
+
   def index
-    return redirect_to Docuseal::PRODUCT_URL, allow_other_host: true if Docuseal.multitenant? && !signed_in?
+    @templates = @templates.active.preload(:author).order(id: :desc)
-    return render 'pages/landing' unless signed_in?
+    @templates = Templates.search(@templates, params[:q])
+
+    @pagy, @templates = pagy(@templates, items: 12)
+  end
+
+  private
+
+  def maybe_redirect_product_url
+    return if !Docuseal.multitenant? || signed_in?
+
+    redirect_to Docuseal::PRODUCT_URL, allow_other_host: true
+  end
 
-    templates = current_account.templates.active.preload(:author).order(id: :desc)
+  def maybe_render_landing
-    templates = Templates.search(templates, params[:q])
+    return if signed_in?
 
-    @pagy, @templates = pagy(templates, items: 12)
+    render 'pages/landing'
   end
 end

app/controllers/email_settings_controller.rb

@@ -2,6 +2,8 @@
 
 class EmailSettingsController < ApplicationController
   before_action :load_encrypted_config
+  authorize_resource :encrypted_config, only: :index
+  authorize_resource :encrypted_config, parent: false, only: :create
 
   def index; end
 

app/controllers/esign_settings_controller.rb

@@ -11,9 +11,12 @@ class EsignSettingsController < ApplicationController
     end
   end
 
+  before_action :load_encrypted_config
+  authorize_resource :encrypted_config, parent: false, only: %i[new create]
+  authorize_resource :encrypted_config, only: %i[update destroy show]
+
   def show
-    cert_data = EncryptedConfig.find_by(account: current_account,
+    cert_data = @encrypted_config.value || {}
-                                        key: EncryptedConfig::ESIGN_CERTS_KEY)&.value || {}
 
     default_pkcs = GenerateCertificate.load_pkcs(cert_data) if cert_data['cert'].present?
 
@@ -42,10 +45,7 @@ class EsignSettingsController < ApplicationController
   def create
     @cert_record = CertFormRecord.new(**cert_params)
 
-    cert_configs = EncryptedConfig.find_or_initialize_by(account: current_account,
+    if (@encrypted_config.value && @encrypted_config.value['custom']&.any? { |e| e['name'] == @cert_record.name }) ||
-                                                         key: EncryptedConfig::ESIGN_CERTS_KEY)
-
-    if (cert_configs.value && cert_configs.value['custom']&.any? { |e| e['name'] == @cert_record.name }) ||
        @cert_record.name == DEFAULT_CERT_NAME
 
       @cert_record.errors.add(:name, 'already exists')
@@ -54,7 +54,7 @@ class EsignSettingsController < ApplicationController
                     status: :unprocessable_entity
     end
 
-    save_new_cert!(cert_configs, @cert_record)
+    save_new_cert!(@encrypted_config, @cert_record)
 
     redirect_to settings_esign_path, notice: 'Certificate has been successfully added!'
   rescue OpenSSL::PKCS12::PKCS12Error
@@ -64,29 +64,31 @@ class EsignSettingsController < ApplicationController
   end
 
   def update
-    cert_configs = EncryptedConfig.find_by(account: current_account, key: EncryptedConfig::ESIGN_CERTS_KEY)
+    @encrypted_config.value['custom'].each { |e| e['status'] = 'validate' }
 
-    cert_configs.value['custom'].each { |e| e['status'] = 'validate' }
+    custom_cert_data = @encrypted_config.value['custom'].find { |e| e['name'] == params[:name] }
-    custom_cert_data = cert_configs.value['custom'].find { |e| e['name'] == params[:name] }
     custom_cert_data['status'] = 'default' if custom_cert_data
 
-    cert_configs.save!
+    @encrypted_config.save!
 
     redirect_to settings_esign_path, notice: 'Default certificate has been selected'
   end
 
   def destroy
-    cert_configs = EncryptedConfig.find_by(account: current_account, key: EncryptedConfig::ESIGN_CERTS_KEY)
+    @encrypted_config.value['custom'].reject! { |e| e['name'] == params[:name] }
 
-    cert_configs.value['custom'].reject! { |e| e['name'] == params[:name] }
+    @encrypted_config.save!
-
-    cert_configs.save!
 
     redirect_to settings_esign_path, notice: 'Certificate has been removed'
   end
 
   private
 
+  def load_encrypted_config
+    @encrypted_config = EncryptedConfig.find_or_initialize_by(account: current_account,
+                                                              key: EncryptedConfig::ESIGN_CERTS_KEY)
+  end
+
   def save_new_cert!(cert_configs, cert_record)
     pkcs = OpenSSL::PKCS12.new(cert_record.file.read, cert_record.password)
 

app/controllers/mfa_setup_controller.rb

@@ -1,6 +1,10 @@
 # frozen_string_literal: true
 
 class MfaSetupController < ApplicationController
+  before_action do
+    authorize!(:update, current_user)
+  end
+
   def new
     current_user.otp_secret ||= User.generate_otp_secret
 

app/controllers/newsletters_controller.rb

@@ -1,6 +1,8 @@
 # frozen_string_literal: true
 
 class NewslettersController < ApplicationController
+  skip_authorization_check
+
   def show; end
 
   def update

app/controllers/personalization_settings_controller.rb

@@ -1,12 +1,16 @@
 # frozen_string_literal: true
 
 class PersonalizationSettingsController < ApplicationController
-  def show; end
+  def show
+    authorize!(:read, AccountConfig)
+  end
 
   def create
     account_config =
       current_account.account_configs.find_or_initialize_by(key: encrypted_config_params[:key])
 
+    authorize!(:create, account_config)
+
     account_config.update!(encrypted_config_params)
 
     redirect_back(fallback_location: settings_personalization_path, notice: 'Settings have been saved.')

app/controllers/profile_controller.rb

@@ -1,6 +1,10 @@
 # frozen_string_literal: true
 
 class ProfileController < ApplicationController
+  before_action do
+    authorize!(:manage, current_user)
+  end
+
   def index; end
 
   def update_contact

app/controllers/send_submission_email_controller.rb

@@ -5,6 +5,7 @@ class SendSubmissionEmailController < ApplicationController
 
   skip_before_action :authenticate_user!
   skip_before_action :verify_authenticity_token
+  skip_authorization_check
 
   def success; end
 

app/controllers/setup_controller.rb

@@ -3,6 +3,7 @@
 class SetupController < ApplicationController
   skip_before_action :maybe_redirect_to_setup
   skip_before_action :authenticate_user!
+  skip_authorization_check
 
   before_action :redirect_to_root_if_signed, if: :signed_in?
   before_action :ensure_first_user_not_created!

app/controllers/sms_settings_controller.rb

@@ -1,5 +1,16 @@
 # frozen_string_literal: true
 
 class SmsSettingsController < ApplicationController
+  before_action :load_encrypted_config
+  authorize_resource :encrypted_config, only: :index
+  authorize_resource :encrypted_config, parent: false, except: :index
+
   def index; end
+
+  private
+
+  def load_encrypted_config
+    @encrypted_config =
+      EncryptedConfig.find_or_initialize_by(account: current_account, key: 'sms_configs')
+  end
 end

app/controllers/start_form_controller.rb

@@ -4,6 +4,7 @@ class StartFormController < ApplicationController
   layout 'form'
 
   skip_before_action :authenticate_user!
+  skip_authorization_check
 
   before_action :load_template
 

app/controllers/storage_settings_controller.rb

@@ -2,6 +2,8 @@
 
 class StorageSettingsController < ApplicationController
   before_action :load_encrypted_config
+  authorize_resource :encrypted_config, only: :index
+  authorize_resource :encrypted_config, parent: false, only: :create
 
   def index; end
 

app/controllers/submissions_controller.rb

@@ -2,19 +2,26 @@
 
 class SubmissionsController < ApplicationController
   before_action :load_template, only: %i[new create]
+  authorize_resource :template, only: %i[new create]
+
+  load_and_authorize_resource :submission, only: %i[show destroy]
 
   def show
-    @submission =
+    ActiveRecord::Associations::Preloader.new(
-      Submission.joins(:template).where(template: { account_id: current_account.id })
+      records: [@submission],
-                .preload(:template, template_schema_documents: [:blob, { preview_images_attachments: :blob }])
+      associations: [:template, { template_schema_documents: [:blob, { preview_images_attachments: :blob }] }]
-                .find(params[:id])
+    ).call
 
     render :show, layout: 'plain'
   end
 
-  def new; end
+  def new
+    authorize!(:new, Submission)
+  end
 
   def create
+    authorize!(:create, Submission)
+
     submissions =
       if params[:emails].present?
         Submissions.create_from_emails(template: @template,
@@ -37,12 +44,9 @@ class SubmissionsController < ApplicationController
   end
 
   def destroy
-    submission = Submission.joins(:template).where(template: { account_id: current_account.id })
+    @submission.update!(deleted_at: Time.current)
-                           .find(params[:id])
-
-    submission.update!(deleted_at: Time.current)
 
-    redirect_back(fallback_location: template_path(submission.template), notice: 'Submission has been archived')
+    redirect_back(fallback_location: template_path(@submission.template), notice: 'Submission has been archived')
   end
 
   private

app/controllers/submissions_debug_controller.rb

@@ -4,6 +4,7 @@ class SubmissionsDebugController < ApplicationController
   layout 'plain'
 
   skip_before_action :authenticate_user!
+  skip_authorization_check
 
   def index
     @submitter = Submitter.preload({ attachments_attachments: :blob },

app/controllers/submissions_download_controller.rb

@@ -2,6 +2,7 @@
 
 class SubmissionsDownloadController < ApplicationController
   skip_before_action :authenticate_user!
+  skip_authorization_check
 
   def index
     submitter = Submitter.find_by(slug: params[:submitter_slug])

app/controllers/submissions_export_controller.rb

@@ -1,13 +1,14 @@
 # frozen_string_literal: true
 
 class SubmissionsExportController < ApplicationController
-  before_action :load_template
+  load_and_authorize_resource :template
+  load_and_authorize_resource :submission, through: :template, parent: false, only: :index
 
   def index
-    submissions = @template.submissions.active
+    submissions = @submissions.active
-                           .preload(submitters: { documents_attachments: :blob,
+                              .preload(submitters: { documents_attachments: :blob,
-                                                  attachments_attachments: :blob })
+                                                     attachments_attachments: :blob })
-                           .order(id: :asc)
+                              .order(id: :asc)
 
     if params[:format] == 'csv'
       send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
@@ -19,10 +20,4 @@ class SubmissionsExportController < ApplicationController
   end
 
   def new; end
-
-  private
-
-  def load_template
-    @template = current_account.templates.find(params[:template_id])
-  end
 end

app/controllers/submit_form_controller.rb

@@ -4,6 +4,7 @@ class SubmitFormController < ApplicationController
   layout 'form'
 
   skip_before_action :authenticate_user!
+  skip_authorization_check
 
   def show
     @submitter =

app/controllers/submitters_send_email_controller.rb

@@ -1,18 +1,16 @@
 # frozen_string_literal: true
 
 class SubmittersSendEmailController < ApplicationController
-  def create
+  load_and_authorize_resource :submitter, id_param: :submitter_slug, find_by: :slug
-    submitter = Submitter.joins(:template)
-                         .where(template: { account_id: current_account.id })
-                         .find_by!(slug: params[:submitter_slug])
 
-    SubmitterMailer.invitation_email(submitter).deliver_later!
+  def create
+    SubmitterMailer.invitation_email(@submitter).deliver_later!
 
-    SubmissionEvent.create!(submitter:, event_type: 'send_email')
+    SubmissionEvent.create!(submitter: @submitter, event_type: 'send_email')
 
-    submitter.sent_at ||= Time.current
+    @submitter.sent_at ||= Time.current
-    submitter.save!
+    @submitter.save!
 
-    redirect_back(fallback_location: submission_path(submitter.submission), notice: 'Email has been sent')
+    redirect_back(fallback_location: submission_path(@submitter.submission), notice: 'Email has been sent')
   end
 end

app/controllers/templates_archived_controller.rb

@@ -1,10 +1,12 @@
 # frozen_string_literal: true
 
 class TemplatesArchivedController < ApplicationController
+  load_and_authorize_resource :template, parent: false
+
   def index
-    templates = current_account.templates.where.not(deleted_at: nil).preload(:author).order(id: :desc)
+    @templates = @templates.where.not(deleted_at: nil).preload(:author).order(id: :desc)
-    templates = Templates.search(templates, params[:q])
+    @templates = Templates.search(@templates, params[:q])
 
-    @pagy, @templates = pagy(templates, items: 12)
+    @pagy, @templates = pagy(@templates, items: 12)
   end
 end

app/controllers/templates_archived_submissions_controller.rb

@@ -1,13 +1,14 @@
 # frozen_string_literal: true
 
 class TemplatesArchivedSubmissionsController < ApplicationController
-  def show
+  load_and_authorize_resource :template
-    @template = current_account.templates.find(params[:template_id])
+  load_and_authorize_resource :submission, through: :template, parent: false
 
-    submissions = @template.submissions.where.not(deleted_at: nil)
+  def index
-    submissions = Submissions.search(submissions, params[:q])
+    @submissions = @submissions.where.not(deleted_at: nil)
+    @submissions = Submissions.search(@submissions, params[:q])
 
-    @pagy, @submissions = pagy(submissions.preload(:submitters).order(id: :desc))
+    @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_controller.rb

@@ -1,10 +1,11 @@
 # frozen_string_literal: true
 
 class TemplatesController < ApplicationController
+  load_and_authorize_resource :template
+
   before_action :load_base_template, only: %i[new create]
 
   def show
-    @template = current_account.templates.find(params[:id])
     submissions = @template.submissions
     submissions = submissions.active if @template.deleted_at.blank?
     submissions = Submissions.search(submissions, params[:q])
@@ -15,19 +16,19 @@ class TemplatesController < ApplicationController
   end
 
   def new
-    @template = current_account.templates.new
     @template.name = "#{@base_template.name} (Clone)" if @base_template
   end
 
   def edit
-    @template = current_account.templates.preload(schema_documents: { preview_images_attachments: :blob })
+    ActiveRecord::Associations::Preloader.new(
-                               .find(params[:id])
+      records: [@template],
+      associations: [schema_documents: { preview_images_attachments: :blob }]
+    ).call
 
     render :edit, layout: 'plain'
   end
 
   def create
-    @template = current_account.templates.new(template_params)
     @template.author = current_user
     @template.assign_attributes(@base_template.slice(:fields, :schema, :submitters)) if @base_template
 
@@ -41,7 +42,6 @@ class TemplatesController < ApplicationController
   end
 
   def destroy
-    @template = current_account.templates.find(params[:id])
     @template.update!(deleted_at: Time.current)
 
     redirect_back(fallback_location: root_path, notice: 'Template has been archived.')
@@ -56,8 +56,6 @@ class TemplatesController < ApplicationController
   def load_base_template
     return if params[:base_template_id].blank?
 
-    @base_template = current_account.templates
+    @base_template = current_account.templates.find_by(id: params[:base_template_id])
-                                    .preload(documents_attachments: :preview_images_attachments)
-                                    .find_by(id: params[:base_template_id])
   end
 end

app/controllers/templates_restore_controller.rb

@@ -1,11 +1,11 @@
 # frozen_string_literal: true
 
 class TemplatesRestoreController < ApplicationController
-  def create
+  load_and_authorize_resource :template
-    template = current_account.templates.find(params[:template_id])
 
-    template.update!(deleted_at: nil)
+  def create
+    @template.update!(deleted_at: nil)
 
-    redirect_to template_path(template), notice: 'Template has been unarchived'
+    redirect_to template_path(@template), notice: 'Template has been unarchived'
   end
 end

app/controllers/templates_uploads_controller.rb

@@ -1,18 +1,20 @@
 # frozen_string_literal: true
 
 class TemplatesUploadsController < ApplicationController
+  load_and_authorize_resource :template, parent: false
+
   def create
-    template = current_account.templates.new(author: current_user)
+    @template.author = current_user
-    template.name = File.basename(params[:files].first.original_filename, '.*')
+    @template.name = File.basename(params[:files].first.original_filename, '.*')
 
-    template.save!
+    @template.save!
 
-    documents = Templates::CreateAttachments.call(template, params)
+    documents = Templates::CreateAttachments.call(@template, params)
 
     schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
 
-    template.update!(schema:)
+    @template.update!(schema:)
 
-    redirect_to edit_template_path(template)
+    redirect_to edit_template_path(@template)
   end
 end

app/controllers/users_controller.rb

@@ -1,26 +1,20 @@
 # frozen_string_literal: true
 
 class UsersController < ApplicationController
-  before_action :load_user, only: %i[edit update destroy]
+  load_and_authorize_resource :user, only: %i[index edit new update destroy]
+
+  before_action :build_user, only: :create
+  authorize_resource :user, only: :create
 
   def index
-    @pagy, @users = pagy(current_account.users.active.order(id: :desc))
+    @pagy, @users = pagy(@users.active.order(id: :desc))
   end
 
-  def new
+  def new; end
-    @user = current_account.users.new
-  end
 
   def edit; end
 
   def create
-    @user = current_account.users.find_by(email: user_params[:email])&.tap do |user|
-      user.assign_attributes(user_params)
-      user.deleted_at = nil
-    end
-
-    @user ||= current_account.users.new(user_params)
-
     if @user.save
       UserMailer.invitation_email(@user).deliver_later!
 
@@ -33,7 +27,7 @@ class UsersController < ApplicationController
   def update
     return redirect_to settings_users_path, notice: 'Unable to update user.' if Docuseal.demo?
 
-    if @user.update(user_params.compact_blank)
+    if @user.update(user_params.compact_blank.except(current_user == @user ? :role : nil))
       redirect_to settings_users_path, notice: 'User has been updated'
     else
       render turbo_stream: turbo_stream.replace(:modal, template: 'users/edit'), status: :unprocessable_entity
@@ -52,11 +46,18 @@ class UsersController < ApplicationController
 
   private
 
-  def load_user
+  def build_user
-    @user = current_account.users.find(params[:id])
+    @user = current_account.users.find_by(email: user_params[:email])&.tap do |user|
+      user.assign_attributes(user_params)
+      user.deleted_at = nil
+    end
+
+    @user ||= current_account.users.new(user_params)
+
+    @user
   end
 
   def user_params
-    params.require(:user).permit(:email, :first_name, :last_name, :password)
+    params.require(:user).permit(:email, :first_name, :last_name, :password, :role)
   end
 end

app/controllers/verify_pdf_signature_controller.rb

@@ -1,6 +1,8 @@
 # frozen_string_literal: true
 
 class VerifyPdfSignatureController < ApplicationController
+  skip_authorization_check
+
   def create
     pdfs =
       params[:files].map do |file|

app/controllers/webhook_settings_controller.rb

@@ -1,15 +1,12 @@
 # frozen_string_literal: true
 
 class WebhookSettingsController < ApplicationController
-  def show
+  before_action :load_encrypted_config
-    @encrypted_config =
+  authorize_resource :encrypted_config, parent: false
-      current_account.encrypted_configs.find_or_initialize_by(key: EncryptedConfig::WEBHOOK_URL_KEY)
-  end
 
-  def create
+  def show; end
-    @encrypted_config =
-      current_account.encrypted_configs.find_or_initialize_by(key: EncryptedConfig::WEBHOOK_URL_KEY)
 
+  def create
     @encrypted_config.update!(encrypted_config_params)
 
     redirect_back(fallback_location: settings_webhooks_path, notice: 'Webhook URL has been saved.')
@@ -25,6 +22,11 @@ class WebhookSettingsController < ApplicationController
 
   private
 
+  def load_encrypted_config
+    @encrypted_config =
+      current_account.encrypted_configs.find_or_initialize_by(key: EncryptedConfig::WEBHOOK_URL_KEY)
+  end
+
   def encrypted_config_params
     params.require(:encrypted_config).permit(:value)
   end

app/views/accounts/show.html.erb

@@ -29,9 +29,11 @@
           </div>
         <% end %>
       <% end %>
-      <div class="form-control pt-2">
+      <% if can?(:update, current_account) %>
-        <%= f.button button_title(title: 'Update', disabled_with: 'Updating'), class: 'base-button' %>
+        <div class="form-control pt-2">
-      </div>
+          <%= f.button button_title(title: 'Update', disabled_with: 'Updating'), class: 'base-button' %>
+        </div>
+      <% end %>
     <% end %>
   </div>
   <div class="w-0 md:w-52"></div>

app/views/dashboard/index.html.erb

@@ -6,10 +6,12 @@
       <% if params[:q].present? || @pagy.pages > 1 %>
         <%= render 'shared/search_input' %>
       <% end %>
-      <%= render 'templates/upload_button' %>
+      <% if can?(:create, ::Template) %>
-      <%= link_to new_template_path, class: 'btn btn-primary text-base btn-md gap-2', data: { turbo_frame: :modal } do %>
+        <%= render 'templates/upload_button' %>
-        <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+        <%= link_to new_template_path, class: 'btn btn-primary text-base btn-md gap-2', data: { turbo_frame: :modal } do %>
-        <span class="hidden md:block">Create</span>
+          <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+          <span class="hidden md:block">Create</span>
+        <% end %>
       <% end %>
     </div>
   </div>

app/views/esign_settings/new.html.erb

@@ -14,7 +14,7 @@
       </div>
       <div class="form-control">
         <%= f.label :password, 'Password (optional)', class: 'label' %>
-        <%= f.text_field :password, class: 'base-input' %>
+        <%= f.password_field :password, class: 'base-input' %>
       </div>
     </div>
     <div class="form-control pt-2">

app/views/esign_settings/show.html.erb

@@ -40,9 +40,11 @@
     </div>
     <div class="flex justify-between items-end mb-4 mt-8">
       <h2 class="text-3xl font-bold">Signing Certificates</h2>
-      <%= link_to new_settings_esign_path, class: 'btn btn-primary btn-md', data: { turbo_frame: 'modal' } do %>
+      <% if can?(:create, @encrypted_config) %>
-        <%= svg_icon('plus', class: 'w-6 h-6') %>
+        <%= link_to new_settings_esign_path, class: 'btn btn-primary btn-md', data: { turbo_frame: 'modal' } do %>
-        <span>Upload Cert</span>
+          <%= svg_icon('plus', class: 'w-6 h-6') %>
+          <span>Upload Cert</span>
+        <% end %>
       <% end %>
     </div>
     <%= render 'alert' %>
@@ -77,14 +79,14 @@
                   <span class="badge badge-lg badge-info badge-outline">
                     <%= item['status'] %>
                   </span>
-                <% else %>
+                <% elsif can?(:update, @encrypted_config) %>
                   <%= button_to settings_esign_path, method: :put, params: { name: item['name'] }, class: 'btn btn-outline btn-neutral btn-xs whitespace-nowrap', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
                     Make Default
                   <% end %>
                 <% end %>
               </td>
               <td>
-                <% if item['name'] != EsignSettingsController::DEFAULT_CERT_NAME && item['status'] != 'default' %>
+                <% if item['name'] != EsignSettingsController::DEFAULT_CERT_NAME && item['status'] != 'default' &&  can?(:destroy, @encrypted_config) %>
                   <%= button_to settings_esign_path, params: { name: item['name'] }, method: :delete, class: 'btn btn-outline btn-error btn-xs', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
                     Remove
                   <% end %>

app/views/shared/_settings_nav.html.erb

@@ -10,33 +10,49 @@
         <%= link_to 'Account', settings_account_path, class: 'text-base hover:bg-base-300' %>
       </li>
       <% unless Docuseal.multitenant? %>
+        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) %>
+          <li>
+            <%= link_to 'Email', settings_email_index_path, class: 'text-base hover:bg-base-300' %>
+          </li>
+        <% end %>
+        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::FILES_STORAGE_KEY, account: current_account)) %>
+          <li>
+            <%= link_to 'Storage', settings_storage_index_path, class: 'text-base hover:bg-base-300' %>
+          </li>
+        <% end %>
+        <% if can?(:read, EncryptedConfig.new(key: 'submitter_invitation_sms', account: current_account)) %>
+          <li>
+            <%= link_to 'SMS', settings_sms_path, class: 'text-base hover:bg-base-300' %>
+          </li>
+        <% end %>
+      <% end %>
+      <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::ESIGN_CERTS_KEY, account: current_account)) %>
         <li>
-          <%= link_to 'Email', settings_email_index_path, class: 'text-base hover:bg-base-300' %>
+          <%= link_to 'E-Signature', settings_esign_path, class: 'text-base hover:bg-base-300' %>
-        </li>
-        <li>
-          <%= link_to 'Storage', settings_storage_index_path, class: 'text-base hover:bg-base-300' %>
         </li>
+      <% end %>
+      <% if can?(:read, User) %>
         <li>
-          <%= link_to 'SMS', settings_sms_path, class: 'text-base hover:bg-base-300' %>
+          <%= link_to 'Team', settings_users_path, class: 'text-base hover:bg-base-300' %>
         </li>
       <% end %>
-      <li>
-        <%= link_to 'E-Signature', settings_esign_path, class: 'text-base hover:bg-base-300' %>
-      </li>
-      <li>
-        <%= link_to 'Team', settings_users_path, class: 'text-base hover:bg-base-300' %>
-      </li>
       <% if Docuseal.demo? || !Docuseal.multitenant? %>
+        <% if can?(:read, AccessToken) %>
+          <li>
+            <%= link_to 'API', settings_api_index_path, class: 'text-base hover:bg-base-300' %>
+          </li>
+        <% end %>
+        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::WEBHOOK_URL_KEY, account: current_account)) %>
+          <li>
+            <%= link_to 'Webhooks', settings_webhooks_path, class: 'text-base hover:bg-base-300' %>
+          </li>
+        <% end %>
+      <% end %>
+      <% if can?(:read, AccountConfig) %>
         <li>
-          <%= link_to 'API', settings_api_index_path, class: 'text-base hover:bg-base-300' %>
+          <%= link_to 'Personalization', settings_personalization_path, class: 'text-base hover:bg-base-300' %>
-        </li>
-        <li>
-          <%= link_to 'Webhooks', settings_webhooks_path, class: 'text-base hover:bg-base-300' %>
         </li>
       <% end %>
-      <li>
-        <%= link_to 'Personalization', settings_personalization_path, class: 'text-base hover:bg-base-300' %>
-      </li>
       <% unless Docuseal.demo? %>
         <li>
           <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>

app/views/submissions/show.html.erb

@@ -108,15 +108,15 @@
                 <%= submitter&.completed_at? ? l(submitter.completed_at.in_time_zone(current_account.timezone), format: :long, locale: current_account.locale) : 'Not completed yet' %>
               </span>
             </div>
-            <% if submitter && submitter.email && !submitter.completed_at %>
+            <% if submitter && submitter.email && !submitter.completed_at && can?(:update, submitter) %>
               <div class="mt-2 mb-1">
                 <%= button_to button_title(title: submitter.sent_at? ? 'Re-send Email' : 'Send Email', disabled_with: 'Sending'), submitter_send_email_index_path(submitter_slug: submitter.slug), class: 'btn btn-sm btn-primary w-full' %>
               </div>
             <% end %>
-            <% if submitter && submitter.phone && !submitter.completed_at %>
+            <% if submitter && submitter.phone && !submitter.completed_at && can?(:update, submitter) %>
               <%= render 'send_sms_button', submitter: %>
             <% end %>
-            <% if submitter && !submitter.completed_at? %>
+            <% if submitter && !submitter.completed_at? && can?(:create, submitter) %>
               <div class="mt-2 mb-1">
                 <a class="btn btn-sm btn-primary w-full" target="_blank" href="<%= submit_form_path(slug: submitter.slug) %>">
                   Submit Form

app/views/templates/_submission.html.erb

@@ -38,7 +38,7 @@
         <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-sm btn-neutral text-white md:w-36 flex', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
       <% end %>
       <span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
-      <% unless submission.deleted_at? %>
+      <% if !submission.deleted_at? && can?(:destroy, submission) %>
         <%= button_to button_title(title: nil, disabled_with: 'Remov', icon: svg_icon('trash', class: 'w-6 h-6')), submission_path(submission), class: 'btn btn-outline btn-sm', title: 'Delete', method: :delete, data: { turbo_confirm: 'Are you sure?' }, onclick: 'event.stopPropagation()' %>
       <% end %>
     </div>

app/views/templates/_template.html.erb

@@ -15,20 +15,22 @@
     </div>
   </a>
   <div class="absolute top-0 bottom-0 w-0 pt-7 space-y-1.5 hidden md:group-hover:block" style="right: 40px">
-    <% if template.deleted_at? %>
+    <% if template.deleted_at? && can?(:update, template) %>
       <%= button_to template_restore_index_path(template), class: 'btn btn-xs hover:btn-outline bg-base-200 btn-circle' do %>
         <%= svg_icon('rotate', class: 'w-4 h-4 enabled') %>
         <%= svg_icon('loader', class: 'w-4 h-4 animate-spin disabled') %>
       <% end %>
-    <% else %>
+    <% elsif can?(:update, template) %>
       <a href="<%= edit_template_path(template) %>" class="btn btn-xs hover:btn-outline bg-base-200 btn-circle">
         <%= svg_icon('pencil', class: 'w-4 h-4') %>
       </a>
     <% end %>
-    <a href="<%= new_template_path(base_template_id: template.id) %>" data-turbo-frame="modal" class="btn btn-xs hover:btn-outline bg-base-200 btn-circle">
+    <% if can?(:create, template) %>
-      <%= svg_icon('copy', class: 'w-4 h-4') %>
+      <a href="<%= new_template_path(base_template_id: template.id) %>" data-turbo-frame="modal" class="btn btn-xs hover:btn-outline bg-base-200 btn-circle">
-    </a>
+        <%= svg_icon('copy', class: 'w-4 h-4') %>
-    <% unless template.deleted_at? %>
+      </a>
+    <% end %>
+    <% if !template.deleted_at? && can?(:destroy, template) %>
       <%= button_to template_path(template), data: { turbo_confirm: 'Are you sure?' }, method: :delete, class: 'btn btn-xs hover:btn-outline bg-base-200 btn-circle', aria_label: 'Restore' do %>
         <%= svg_icon('trash', class: 'w-4 h-4 enabled') %>
         <%= svg_icon('loader', class: 'w-4 h-4 animate-spin disabled') %>

app/views/templates/_title.html.erb

@@ -6,14 +6,16 @@
     <% end %>
   </h1>
   <div class="flex md:justify-between space-x-2 flex-none">
-    <% unless template.deleted_at? %>
+    <% if !template.deleted_at? && can?(:destroy, template) %>
       <%= button_to button_title(title: 'Remove', disabled_with: 'Removing', icon: svg_icon('trash', class: 'w-6 h-6')), template_path(template), class: 'btn btn-outline btn-sm', method: :delete, data: { turbo_confirm: 'Are you sure?' } %>
     <% end %>
-    <%= link_to new_template_path(base_template_id: template.id), class: 'btn btn-outline btn-sm', data: { turbo_frame: :modal } do %>
+    <% if can?(:create, template) %>
-      <%= svg_icon('copy', class: 'w-6 h-6') %>
+      <%= link_to new_template_path(base_template_id: template.id), class: 'btn btn-outline btn-sm', data: { turbo_frame: :modal } do %>
-      <span>Clone</span>
+        <%= svg_icon('copy', class: 'w-6 h-6') %>
+        <span>Clone</span>
+      <% end %>
     <% end %>
-    <% unless template.deleted_at? %>
+    <% if !template.deleted_at? && can?(:update, template) %>
       <%= link_to edit_template_path(template), class: 'btn btn-outline btn-sm' do %>
         <span class="flex items-center justify-center space-x-2">
           <%= svg_icon('pencil', class: 'w-6 h-6') %>
@@ -21,7 +23,7 @@
         </span>
       <% end %>
     <% end %>
-    <% if template.deleted_at? %>
+    <% if template.deleted_at? && can?(:create, template) %>
       <%= button_to button_title(title: 'Restore', disabled_with: 'Restoring', icon: svg_icon('rotate', class: 'w-6 h-6')), template_restore_index_path(template), class: 'btn btn-outline btn-sm' %>
     <% end %>
   </div>

app/views/templates/show.html.erb

@@ -15,7 +15,7 @@
           <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Share Link', copied_title: 'Copied to Clipboard', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
         </span>
       <% end %>
-      <% if (!@pagy.count.zero? || params[:q].present?) && !@template.deleted_at? %>
+      <% if (!@pagy.count.zero? || params[:q].present?) && !@template.deleted_at? && can?(:create, Submission) %>
         <%= link_to new_template_submission_path(@template), class: 'order-1 btn btn-primary text-base', data: { turbo_frame: 'modal' } do %>
           <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
           <span>Add <span class="hidden md:inline">Recipients</span></span>
@@ -31,7 +31,7 @@
   <% view_archived_html = capture do %>
     <% if @template.submissions.where.not(deleted_at: nil).exists? && !@template.deleted_at? %>
       <div>
-        <a href="<%= template_archived_path(@template) %>" class="link text-sm">View Archived</a>
+        <a href="<%= template_archived_index_path(@template) %>" class="link text-sm">View Archived</a>
       </div>
     <% end %>
   <% end %>
@@ -50,9 +50,11 @@
         <% if @template.deleted_at.blank? && params[:q].blank? %>
           <p class="text-gray-600">Send an invitation to fill and complete the form</p>
           <div class="space-x-2">
-            <%= link_to new_template_submission_path(@template), class: 'base-button mt-6', data: { turbo_frame: 'modal' } do %>
+            <% if can?(:create, Submission) %>
-              <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+              <%= link_to new_template_submission_path(@template), class: 'base-button mt-6', data: { turbo_frame: 'modal' } do %>
-              <span class="mr-1">Add Recipients</span>
+                <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+                <span class="mr-1">Add Recipients</span>
+              <% end %>
             <% end %>
             <%= link_to start_form_url(slug: @template.slug), class: 'white-button mt-6', target: '_blank', rel: 'noopener' do %>
               <%= svg_icon('writing', class: 'w-6 h-6') %>

app/views/users/_form.html.erb

@@ -16,6 +16,9 @@
       <%= f.label :password, class: 'label' %>
       <%= f.password_field :password, required: user.new_record?, class: 'base-input' %>
     </div>
+    <% if f.object != current_user %>
+      <%= render 'role_select', f: %>
+    <% end %>
   </div>
   <div class="form-control pt-2">
     <%= f.button button_title, class: 'base-button' %>

app/views/users/_role_select.html.erb

@@ -0,0 +1,13 @@
+<div class="form-control">
+  <%= f.label :role, class: 'label' %>
+  <%= f.select :role, nil, {}, class: 'base-select' do %>
+    <option value="admin">Admin</option>
+    <option value="editor" disabled>Editor</option>
+    <option value="viewer" disabled>Viewer</option>
+  <% end %>
+  <a class="text-sm mt-3 px-4 py-2 bg-base-300 rounded-full block" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">
+    <%= svg_icon('info_circle', class: 'w-4 h-4 inline align-text-bottom') %>
+    Unlock more user roles with DocuSeal Enterprise.
+    <span class="link font-medium">Learn More</a>
+  </a>
+</div>

app/views/users/index.html.erb

@@ -3,9 +3,11 @@
   <div class="flex-grow">
     <div class="flex justify-between mb-4">
       <h1 class="text-4xl font-bold">Team</h1>
-      <%= link_to new_user_path, class: 'btn btn-primary btn-md gap-2', data: { turbo_frame: 'modal' } do %>
+      <% if can?(:create, User.new(account: current_account)) %>
-        <%= svg_icon('plus', class: 'w-6 h-6') %>
+        <%= link_to new_user_path, class: 'btn btn-primary btn-md gap-2', data: { turbo_frame: 'modal' } do %>
-        <span>New User</span>
+          <%= svg_icon('plus', class: 'w-6 h-6') %>
+          <span>New User</span>
+        <% end %>
       <% end %>
     </div>
     <div class="overflow-x-auto">
@@ -46,11 +48,15 @@
                 <%= user.last_sign_in_at ? l(user.last_sign_in_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) : '-' %>
               </td>
               <td class="flex items-center space-x-2 justify-end">
-                <%= link_to edit_user_path(user), class: 'btn btn-outline btn-xs', title: 'Edit', data: { turbo_frame: 'modal' } do %>
+                <% if can?(:update, user) %>
-                  Edit
+                  <%= link_to edit_user_path(user), class: 'btn btn-outline btn-xs', title: 'Edit', data: { turbo_frame: 'modal' } do %>
+                    Edit
+                  <% end %>
                 <% end %>
-                <%= button_to user_path(user), method: :delete, class: 'btn btn-outline btn-error btn-xs', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
+                <% if can?(:destroy, user) && user != current_user %>
-                  Remove
+                  <%= button_to user_path(user), method: :delete, class: 'btn btn-outline btn-error btn-xs', title: 'Delete', data: { turbo_confirm: 'Are you sure?' } do %>
+                    Remove
+                  <% end %>
                 <% end %>
               </td>
             </tr>

config/routes.rb

@@ -52,7 +52,7 @@ Rails.application.routes.draw do
   resources :templates_archived, only: %i[index], path: 'archived'
   resources :templates, only: %i[new create edit show destroy] do
     resources :restore, only: %i[create], controller: 'templates_restore'
-    resource :archived, only: %i[show], controller: 'templates_archived_submissions'
+    resources :archived, only: %i[index], controller: 'templates_archived_submissions'
     resources :submissions, only: %i[new create]
     resources :submissions_export, only: %i[index new]
   end

lib/ability.rb

@@ -0,0 +1,16 @@
+# frozen_string_literal: true
+
+class Ability
+  include CanCan::Ability
+
+  def initialize(user)
+    can :manage, Template, account_id: user.account_id
+    can :manage, Submission, template: { account_id: user.account_id }
+    can :manage, Submitter, template: { account_id: user.account_id }
+    can :manage, User, account_id: user.account_id
+    can :manage, EncryptedConfig, account_id: user.account_id
+    can :manage, AccountConfig, account_id: user.account_id
+    can :manage, Account, id: user.account_id
+    can :manage, AccessToken, user_id: user.id
+  end
+end

lib/templates/clone_attachments.rb

@@ -5,7 +5,7 @@ module Templates
     module_function
 
     def call(template:, original_template:)
-      original_template.documents.each do |document|
+      original_template.documents.preload(:preview_images_attachments).each do |document|
         new_document = ActiveStorage::Attachment.create!(
           uuid: document.uuid,
           blob_id: document.blob_id,

spec/system/dashboard_spec.rb

@@ -23,6 +23,7 @@ RSpec.describe 'Dashboard Page' do
   context 'when there are templates' do
     let!(:authors) { create_list(:user, 5, account:) }
     let!(:templates) { authors.map { |author| create(:template, account:, author:) } }
+    let!(:other_template) { create(:template) }
 
     before do
       visit root_path
@@ -35,6 +36,7 @@ RSpec.describe 'Dashboard Page' do
       end
 
       expect(page).to have_content('Templates')
+      expect(page).not_to have_content(other_template.name)
       expect(page).to have_link('Create', href: new_template_path)
     end
 

spec/system/team_settings_spec.rb

@@ -12,6 +12,7 @@ RSpec.describe 'Team Settings' do
 
   context 'when multiple users' do
     let!(:users) { create_list(:user, 2, account:) }
+    let!(:other_user) { create(:user) }
 
     before do
       visit settings_users_path
@@ -22,6 +23,7 @@ RSpec.describe 'Team Settings' do
         users.each do |user|
           expect(page).to have_content(user.full_name)
           expect(page).to have_content(user.email)
+          expect(page).not_to have_content(other_user.email)
         end
       end
     end
@@ -84,13 +86,7 @@ RSpec.describe 'Team Settings' do
     end
 
     it 'does not allow to remove the current user' do
-      expect do
+      expect(page).not_to have_content('User has been removed')
-        accept_confirm('Are you sure?') do
-          first(:button, 'Delete').click
-        end
-      end.not_to(change { User.admins.count })
-
-      expect(page).to have_content('Unable to remove user')
     end
   end
 end