From 504c42646b1372cdfec8b161f5b18b5dbf99d779 Mon Sep 17 00:00:00 2001
From: Pete Matsyburka <pete@docuseal.com>
Date: Thu, 28 May 2026 10:06:47 +0300
Subject: [PATCH] refactor template builder data

---
 app/controllers/templates_controller.rb        | 18 +-----------------
 .../templates_preview_controller.rb            | 13 +------------
 app/views/templates/edit.html.erb              |  2 +-
 app/views/templates_preview/show.html.erb      |  2 +-
 lib/templates.rb                               | 16 ++++++++++++++++
 5 files changed, 20 insertions(+), 31 deletions(-)

diff --git a/app/controllers/templates_controller.rb b/app/controllers/templates_controller.rb
index f32e1e1e..ae54665a 100644
--- a/app/controllers/templates_controller.rb
+++ b/app/controllers/templates_controller.rb
@@ -1,10 +1,6 @@
 # frozen_string_literal: true
 
 class TemplatesController < ApplicationController
-  TEMPLATE_FIELDS = %i[id author_id folder_id external_id name slug
-                       schema fields submitters variables_schema preferences
-                       shared_link source archived_at created_at updated_at].freeze
-
   load_and_authorize_resource :template
 
   def show
@@ -31,19 +27,7 @@ class TemplatesController < ApplicationController
   def new; end
 
   def edit
-    ActiveRecord::Associations::Preloader.new(
-      records: [@template],
-      associations: [{ schema_documents: [:blob, { preview_images_attachments: :blob }] }]
-    ).call
-
-    @template_data =
-      @template.as_json(only: TEMPLATE_FIELDS).merge(
-        documents: @template.schema_documents.as_json(
-          only: %i[id uuid],
-          methods: %i[metadata signed_key],
-          include: { preview_images: { only: %i[id], methods: %i[url metadata filename] } }
-        )
-      ).to_json
+    @template_data = Templates.serialize_for_builder(@template)
 
     render :edit, layout: 'plain'
   end
diff --git a/app/controllers/templates_preview_controller.rb b/app/controllers/templates_preview_controller.rb
index e132b131..602fc622 100644
--- a/app/controllers/templates_preview_controller.rb
+++ b/app/controllers/templates_preview_controller.rb
@@ -4,18 +4,7 @@ class TemplatesPreviewController < ApplicationController
   load_and_authorize_resource :template
 
   def show
-    ActiveRecord::Associations::Preloader.new(
-      records: [@template],
-      associations: [{ schema_documents: { preview_images_attachments: :blob } }]
-    ).call
-
-    @template_data =
-      @template.as_json.merge(
-        documents: @template.schema_documents.as_json(
-          methods: %i[metadata signed_key],
-          include: { preview_images: { methods: %i[url metadata filename] } }
-        )
-      ).to_json
+    @template_data = Templates.serialize_for_builder(@template)
 
     render :show, layout: 'plain'
   end
diff --git a/app/views/templates/edit.html.erb b/app/views/templates/edit.html.erb
index 3e7b9701..5ef4c41f 100644
--- a/app/views/templates/edit.html.erb
+++ b/app/views/templates/edit.html.erb
@@ -6,4 +6,4 @@
     <%= button_to nil, user_configs_path, method: :post, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: true } }, class: 'hidden', id: 'start_tour_button' %>
   <% end %>
 <% end %>
-<template-builder class="grid" data-template="<%= @template_data %>" data-custom-fields="<%= (current_account.account_configs.find_or_initialize_by(key: AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY).value || []).to_json %>" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-fields-detection="true" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-with-revisions-menu="<%= @template.template_versions.exists? %>" data-locale="<%= I18n.locale %>" data-show-tour-start-form="<%= @show_tour_start_form %>"></template-builder>
+<template-builder class="grid" data-template="<%= @template_data.to_json %>" data-custom-fields="<%= (current_account.account_configs.find_or_initialize_by(key: AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY).value || []).to_json %>" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-fields-detection="true" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-with-revisions-menu="<%= @template.template_versions.exists? %>" data-locale="<%= I18n.locale %>" data-show-tour-start-form="<%= @show_tour_start_form %>"></template-builder>
diff --git a/app/views/templates_preview/show.html.erb b/app/views/templates_preview/show.html.erb
index 01d4c932..79925471 100644
--- a/app/views/templates_preview/show.html.erb
+++ b/app/views/templates_preview/show.html.erb
@@ -1 +1 @@
-<template-builder class="grid" data-editable="false" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-template="<%= @template_data %>"></template-builder>
+<template-builder class="grid" data-editable="false" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-template="<%= @template_data.to_json %>"></template-builder>
diff --git a/lib/templates.rb b/lib/templates.rb
index ad45a3fc..df015808 100644
--- a/lib/templates.rb
+++ b/lib/templates.rb
@@ -3,6 +3,10 @@
 module Templates
   COLOR_REGEXP = /\A(#(?:[0-9a-f]{3}|[0-9a-f]{6})|[a-z]+)\z/i
 
+  TEMPLATE_BUILDER_FIELDS = %i[id author_id folder_id external_id name slug
+                               schema fields submitters variables_schema preferences
+                               shared_link source archived_at created_at updated_at].freeze
+
   EXPIRATION_DURATIONS = {
     one_day: 1.day,
     two_days: 2.days,
@@ -91,4 +95,16 @@ module Templates
       Time.current + EXPIRATION_DURATIONS[default_expire_at_duration]
     end
   end
+
+  def serialize_for_builder(template)
+    data = template.as_json(only: TEMPLATE_BUILDER_FIELDS)
+
+    data['documents'] = template.schema_documents.preload(:blob, { preview_images_attachments: :blob }).as_json(
+      only: %i[id uuid],
+      methods: %i[metadata signed_key],
+      include: { preview_images: { only: %i[id], methods: %i[url metadata filename] } }
+    )
+
+    data
+  end
 end