Merge from docusealco/wip

pull/698/merge 3.1.6
Alex Turchyn 1 week ago committed by GitHub
commit 7ce6c29f4d
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GPG Key ID: B5690EEEBB952194

@ -30,7 +30,9 @@ jobs:
uses: docker/setup-buildx-action@v3 uses: docker/setup-buildx-action@v3
- name: Create .version file - name: Create .version file
run: echo ${{ github.ref_name }} > .version env:
REF_NAME: ${{ github.ref_name }}
run: echo "$REF_NAME" > .version
- name: Login to Docker Hub - name: Login to Docker Hub
uses: docker/login-action@v3 uses: docker/login-action@v3

@ -149,7 +149,7 @@ GEM
crack (1.0.1) crack (1.0.1)
bigdecimal bigdecimal
rexml rexml
crass (1.0.6) crass (1.0.7)
csv (3.3.5) csv (3.3.5)
csv-safe (3.3.1) csv-safe (3.3.1)
csv (~> 3.0) csv (~> 3.0)
@ -293,7 +293,7 @@ GEM
activesupport (>= 4) activesupport (>= 4)
railties (>= 4) railties (>= 4)
request_store (~> 1.0) request_store (~> 1.0)
loofah (2.25.1) loofah (2.25.2)
crass (~> 1.0.2) crass (~> 1.0.2)
nokogiri (>= 1.12.0) nokogiri (>= 1.12.0)
mail (2.9.0) mail (2.9.0)
@ -404,8 +404,8 @@ GEM
activesupport (>= 5.0.0) activesupport (>= 5.0.0)
minitest minitest
nokogiri (>= 1.6) nokogiri (>= 1.6)
rails-html-sanitizer (1.7.0) rails-html-sanitizer (1.7.1)
loofah (~> 2.25) loofah (~> 2.25, >= 2.25.2)
nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0) nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
rails-i18n (8.1.0) rails-i18n (8.1.0)
i18n (>= 0.7, < 2) i18n (>= 0.7, < 2)

@ -14,8 +14,7 @@ class EsignSettingsController < ApplicationController
prepend_before_action :maybe_redirect_com, only: %i[show] prepend_before_action :maybe_redirect_com, only: %i[show]
before_action :load_encrypted_config before_action :load_encrypted_config
authorize_resource :encrypted_config, parent: false, only: %i[new create] authorize_resource :encrypted_config, parent: false
authorize_resource :encrypted_config, only: %i[update destroy show]
def show def show
cert_data = @encrypted_config.value || {} cert_data = @encrypted_config.value || {}

@ -0,0 +1,90 @@
# frozen_string_literal: true
module Mcp
class CreateTemplateController < McpBaseController
SCHEMA = {
name: 'create_template',
title: 'Create Template',
description: 'Create a document template. Provide a URL to upload a PDF/DOCX file, or provide only a name ' \
'to create an empty template and receive an edit URL where the file can be uploaded via the UI.',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Template name (used as the template name and required when url is not provided)'
},
url: {
type: 'string',
description: 'Optional URL of a PDF or DOCX file to upload. If omitted, an empty template is ' \
'created and the returned edit_url can be used to upload a file via the UI.'
}
},
required: %w[name]
},
annotations: {
readOnlyHint: false,
destructiveHint: false,
idempotentHint: false,
openWorldHint: true
}
}.freeze
# rubocop:disable Metrics/AbcSize, Metrics/MethodLength
def call
account = current_user.account
@template = Template.new(
account:,
author: current_user,
folder: account.default_template_folder,
source: :mcp,
name: mcp_params['name'].to_s.presence || 'New Template',
fields: [],
schema: []
)
authorize!(:create, @template)
if mcp_params['url'].present?
tempfile = Tempfile.new
tempfile.binmode
tempfile.write(DownloadUtils.call(mcp_params['url'], validate: true).body)
tempfile.rewind
filename = File.basename(URI.decode_www_form_component(mcp_params['url']))
file = ActionDispatch::Http::UploadedFile.new(
tempfile:,
filename:,
type: Marcel::MimeType.for(tempfile)
)
@template.name = mcp_params['name'].presence || File.basename(filename, '.*')
@template.save!
documents, = Templates::CreateAttachments.call(@template, { files: [file] }, extract_fields: true)
schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
if @template.fields.blank?
@template.fields = Templates::ProcessDocument.normalize_attachment_fields(@template, documents)
end
@template.update!(schema:)
else
@template.save!
end
WebhookUrls.enqueue_events(@template, 'template.created')
SearchEntries.enqueue_reindex(@template)
render_tool_result(
id: @template.id,
name: @template.name,
edit_url: edit_template_url(@template)
)
end
# rubocop:enable Metrics/AbcSize, Metrics/MethodLength
end
end

@ -0,0 +1,54 @@
# frozen_string_literal: true
module Mcp
class LoadTemplateController < McpBaseController
SCHEMA = {
name: 'load_template',
title: 'Load Template',
description: 'Load a template with its fields. Each field includes name, type, and the signing role name.',
inputSchema: {
type: 'object',
properties: {
template_id: {
type: 'integer',
description: 'Template identifier'
}
},
required: %w[template_id]
},
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false
}
}.freeze
def call
@template = Template.accessible_by(current_ability).find(mcp_params['template_id'])
authorize!(:read, @template)
submitters_index = @template.submitters.index_by { |s| s['uuid'] }
roles = @template.submitters.pluck('name')
fields = @template.fields.filter_map do |field|
next if field['name'].blank?
{
name: field['name'],
type: field['type'],
role: submitters_index[field['submitter_uuid']]&.dig('name')
}
end
render_tool_result(
id: @template.id,
name: @template.name,
roles: roles,
fields: fields
)
end
end
end

@ -0,0 +1,81 @@
# frozen_string_literal: true
module Mcp
class McpBaseController < ActionController::API
wrap_parameters false
before_action :authenticate_user!
before_action :verify_mcp_enabled!
check_authorization
before_action do
raise CanCan::AccessDenied unless can?(:manage, :mcp)
end
rescue_from CanCan::AccessDenied do
render_error(-32_603, 'Forbidden', status: :forbidden)
end
rescue_from ActiveRecord::RecordNotFound do
render_tool_error('Not found')
end
private
def default_url_options
Docuseal.default_url_options
end
def mcp_body
request.request_parameters
end
def mcp_params
mcp_body.dig('params', 'arguments') || {}
end
def render_result(result)
render json: { jsonrpc: '2.0', id: mcp_body['id'], result: }
end
def render_error(code, message, id: nil, status: :ok)
render json: { jsonrpc: '2.0', id:, error: { code:, message: } }, status:
end
def render_tool_result(data)
render_result(content: [{ type: 'text', text: data.to_json }])
end
def render_tool_error(message)
render_result(content: [{ type: 'text', text: message }], isError: true)
end
def authenticate_user!
render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user
end
def verify_mcp_enabled!
return if Docuseal.multitenant?
return if AccountConfig.exists?(account_id: current_user.account_id,
key: AccountConfig::ENABLE_MCP_KEY,
value: true)
render json: { error: 'MCP is disabled' }, status: :forbidden
end
def current_user
@current_user ||= user_from_api_key
end
def user_from_api_key
token = request.headers['Authorization'].to_s[/\ABearer\s+(.+)\z/, 1]
return if token.blank?
sha256 = Digest::SHA256.hexdigest(token)
User.joins(:mcp_tokens).active.find_by(mcp_tokens: { sha256:, archived_at: nil })
end
end
end

@ -0,0 +1,50 @@
# frozen_string_literal: true
module Mcp
class ProtocolController < McpBaseController
skip_authorization_check
def ok
head :ok
end
def initialize_request
render_result(
protocolVersion: '2025-11-25',
serverInfo: {
name: 'DocuSeal',
version: Docuseal.version.to_s
},
capabilities: {
tools: {
listChanged: false
}
}
)
end
def initialized_notification
head :accepted
end
def ping
render_result({})
end
def tools_list
render_result(tools: McpController::TOOLS)
end
def method_not_found
render_error(-32_601, "Method not found: #{mcp_body['method']}", id: mcp_body['id'])
end
def tool_not_found
render_error(-32_602, "Unknown tool: #{mcp_body.dig('params', 'name')}", id: mcp_body['id'])
end
def parse_error
render_error(-32_700, 'Parse error', status: :bad_request)
end
end
end

@ -0,0 +1,59 @@
# frozen_string_literal: true
module Mcp
class SearchDocumentsController < McpBaseController
SCHEMA = {
name: 'search_documents',
title: 'Search Documents',
description: 'Search signed or pending documents by submitter name, email, phone, or template name',
inputSchema: {
type: 'object',
properties: {
q: {
type: 'string',
description: 'Search by submitter name, email, phone, or template name'
},
limit: {
type: 'integer',
description: 'The number of results to return (default 10)'
}
},
required: %w[q]
},
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false
}
}.freeze
def call
authorize!(:read, Submission)
submissions = Submissions.search(current_user, Submission.accessible_by(current_ability).active,
mcp_params['q'], search_template: true)
limit = mcp_params.fetch('limit', 10).to_i
limit = 10 if limit <= 0
limit = [limit, 100].min
submissions = submissions.preload(:submitters, :template)
.order(id: :desc)
.limit(limit)
data = submissions.map do |submission|
{
id: submission.id,
template_name: submission.template&.name,
status: Submissions::SerializeForApi.build_status(submission, submission.submitters),
submitters: submission.submitters.map do |s|
{ email: s.email, name: s.name, phone: s.phone, status: s.status }
end,
documents_url: submission_url(submission.id)
}
end
render_tool_result(data)
end
end
end

@ -0,0 +1,44 @@
# frozen_string_literal: true
module Mcp
class SearchTemplatesController < McpBaseController
SCHEMA = {
name: 'search_templates',
title: 'Search Templates',
description: 'Search document templates by name',
inputSchema: {
type: 'object',
properties: {
q: {
type: 'string',
description: 'Search query to filter templates by name'
},
limit: {
type: 'integer',
description: 'The number of templates to return (default 10)'
}
},
required: %w[q]
},
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false
}
}.freeze
def call
authorize!(:read, Template)
templates = Templates.search(current_user, Template.accessible_by(current_ability).active, mcp_params['q'])
limit = mcp_params.fetch('limit', 10).to_i
limit = 10 if limit <= 0
limit = [limit, 100].min
templates = templates.order(id: :desc).limit(limit)
render_tool_result(templates.map { |t| { id: t.id, name: t.name } })
end
end
end

@ -0,0 +1,120 @@
# frozen_string_literal: true
module Mcp
class SendDocumentsController < McpBaseController
SCHEMA = {
name: 'send_documents',
title: 'Send Documents',
description: 'Send a document template for signing to specified submitters',
inputSchema: {
type: 'object',
properties: {
template_id: {
type: 'integer',
description: 'Template identifier'
},
submitters: {
type: 'array',
description: 'The list of submitters (signers)',
items: {
type: 'object',
properties: {
email: {
type: 'string',
description: 'Submitter email address'
},
name: {
type: 'string',
description: 'Submitter name'
},
phone: {
type: 'string',
description: 'Submitter phone number in E.164 format'
},
role: {
type: 'string',
description: 'Signing role name from the template'
},
fields: {
type: 'array',
description: 'Prefill field values for this submitter (fields become readonly)',
items: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Field name'
},
value: {
description: 'Prefilled value for the field'
}
},
required: %w[name value]
}
}
}
}
}
},
required: %w[template_id submitters]
},
annotations: {
readOnlyHint: false,
destructiveHint: true,
idempotentHint: false,
openWorldHint: true
}
}.freeze
# rubocop:disable Metrics
def call
@template = Template.accessible_by(current_ability).find(mcp_params['template_id'])
authorize!(:read, @template)
return render_tool_error('Template has been archived') if @template.archived_at?
authorize!(:create, Submission.new(template: @template, account_id: current_user.account_id))
return render_tool_error('Template has no fields') if @template.fields.blank?
submitters = (mcp_params['submitters'] || []).map do |s|
attrs = s.slice('email', 'name', 'role', 'phone').compact_blank
fields = Array.wrap(s['fields']).filter_map do |f|
next if f['name'].blank?
{ 'name' => f['name'], 'default_value' => f['value'], 'readonly' => true }
end
attrs['fields'] = fields if fields.present?
attrs.with_indifferent_access
end
submissions = Submissions.create_from_submitters(
template: @template,
user: current_user,
source: :mcp,
submitters_order: @template.preferences['submitters_order'].presence || 'random',
submissions_attrs: { submitters: },
params: { 'send_email' => true, 'submitters' => submitters }
)
return render_tool_error('No valid submitters provided') if submissions.blank?
WebhookUrls.enqueue_events(submissions, 'submission.created')
Submissions.send_signature_requests(submissions)
SearchEntries.enqueue_reindex(submissions)
submission = submissions.first
render_tool_result(id: submission.id, status: 'pending')
rescue Submissions::CreateFromSubmitters::BaseError => e
render_tool_error(e.message)
end
# rubocop:enable Metrics
end
end

@ -1,58 +1,44 @@
# frozen_string_literal: true # frozen_string_literal: true
class McpController < ActionController::API class McpController < ActionController::Metal
before_action :authenticate_user! TOOL_CONTROLLERS = {
before_action :verify_mcp_enabled! 'search_templates' => Mcp::SearchTemplatesController,
'load_template' => Mcp::LoadTemplateController,
'create_template' => Mcp::CreateTemplateController,
'send_documents' => Mcp::SendDocumentsController,
'search_documents' => Mcp::SearchDocumentsController
}.freeze
before_action do TOOLS = TOOL_CONTROLLERS.map { |_, controller| controller::SCHEMA }.freeze
authorize!(:manage, :mcp)
end
def call def call
return head :ok if request.raw_post.blank? return Mcp::ProtocolController.dispatch(:ok, request, response) if request.raw_post.blank?
body = JSON.parse(request.raw_post) body = JSON.parse(request.raw_post)
body = nil unless body.is_a?(Hash)
result = Mcp::HandleRequest.call(body, current_user, current_ability) request.request_parameters = body || {}
if result
render json: result
else
head :accepted
end
rescue CanCan::AccessDenied
render json: { jsonrpc: '2.0', id: nil, error: { code: -32_603, message: 'Forbidden' } }, status: :forbidden
rescue JSON::ParserError
render json: { jsonrpc: '2.0', id: nil, error: { code: -32_700, message: 'Parse error' } }, status: :bad_request
end
private
def authenticate_user! action =
render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user case body&.dig('method')
end when 'initialize' then :initialize_request
when 'notifications/initialized' then :initialized_notification
when 'ping' then :ping
when 'tools/list' then :tools_list
when 'tools/call'
tool = TOOL_CONTROLLERS[body.dig('params', 'name')]
def verify_mcp_enabled! return tool.dispatch(:call, request, response) if tool
return if Docuseal.multitenant?
return if AccountConfig.exists?(account_id: current_user.account_id, :tool_not_found
key: AccountConfig::ENABLE_MCP_KEY, else
value: true) :method_not_found
render json: { error: 'MCP is disabled' }, status: :forbidden
end
def current_user
@current_user ||= user_from_api_key
end end
def user_from_api_key Mcp::ProtocolController.dispatch(action, request, response)
token = request.headers['Authorization'].to_s[/\ABearer\s+(.+)\z/, 1] rescue JSON::ParserError
request.request_parameters = {}
return if token.blank?
sha256 = Digest::SHA256.hexdigest(token)
User.joins(:mcp_tokens).active.find_by(mcp_tokens: { sha256:, archived_at: nil }) Mcp::ProtocolController.dispatch(:parse_error, request, response)
end end
end end

@ -106,11 +106,29 @@ img.ProseMirror-separator {
} }
`) `)
const DROP_ATTRS = [
'srcdoc', 'xlink:href', 'srcset', 'action', 'formaction', 'poster',
'background', 'data', 'cite', 'ping', 'longdesc', 'manifest', 'profile'
]
const SAFE_URL_REGEXP = /^(?:https?:\/\/|data:image\/|blob:|mailto:|tel:|\{|#)/i
function isSafeAttr (name, value) {
const lowerName = name.toLowerCase()
if (lowerName.startsWith('on') || DROP_ATTRS.includes(lowerName)) return false
if ((lowerName === 'href' || lowerName === 'src') && !SAFE_URL_REGEXP.test(value.trim())) return false
return true
}
function collectDomAttrs (dom) { function collectDomAttrs (dom) {
const attrs = {} const attrs = {}
for (let i = 0; i < dom.attributes.length; i++) { for (let i = 0; i < dom.attributes.length; i++) {
attrs[dom.attributes[i].name] = dom.attributes[i].value const { name, value } = dom.attributes[i]
if (isSafeAttr(name, value)) attrs[name] = value
} }
return { htmlAttrs: attrs } return { htmlAttrs: attrs }

@ -1,19 +1,5 @@
export default class extends HTMLElement { export default class extends HTMLElement {
connectedCallback () { connectedCallback () {
this.input.addEventListener('focus', () => {
if (this.title) {
this.title.classList.add('hidden', 'md:block')
this.input.classList.add('w-60')
}
})
this.input.addEventListener('blur', (e) => {
if (this.title && !e.target.value) {
this.title.classList.remove('hidden')
this.input.classList.remove('w-60')
}
})
this.button.addEventListener('click', (event) => { this.button.addEventListener('click', (event) => {
if (!this.input.value && document.activeElement !== this.input) { if (!this.input.value && document.activeElement !== this.input) {
event.preventDefault() event.preventDefault()
@ -21,14 +7,20 @@ export default class extends HTMLElement {
this.input.focus() this.input.focus()
} }
}) })
document.addEventListener('turbo:before-cache', this.onBeforeCache)
} }
get input () { disconnectedCallback () {
return this.querySelector('input') document.removeEventListener('turbo:before-cache', this.onBeforeCache)
}
onBeforeCache = () => {
this.input.value = this.input.getAttribute('value') || ''
} }
get title () { get input () {
return document.querySelector(this.dataset.title) return this.querySelector('input')
} }
get button () { get button () {

@ -169,7 +169,7 @@
class="base-input !text-2xl w-full mt-6 text-center" class="base-input !text-2xl w-full mt-6 text-center"
:required="field.required && !isInitialsStarted" :required="field.required && !isInitialsStarted"
:aria-label="field.name || t('initials')" :aria-label="field.name || t('initials')"
:placeholder="`${t('type_initial_here')}...`" :placeholder="`${t('type_initial_here')}${field.required ? '...' : ' (' + t('optional') + ')'}`"
type="text" type="text"
@focus="$emit('focus')" @focus="$emit('focus')"
@input="updateWrittenInitials" @input="updateWrittenInitials"
@ -293,7 +293,7 @@ export default {
if (!this.isDrawInitials) { if (!this.isDrawInitials) {
this.$nextTick(() => { this.$nextTick(() => {
if (this.$refs.textInput) { if (this.$refs.textInput && this.field.required === true) {
this.initTextInitial() this.initTextInitial()
} }
}) })

@ -247,7 +247,7 @@
class="base-input !text-2xl w-full mt-6" class="base-input !text-2xl w-full mt-6"
:required="field.required && !isSignatureStarted" :required="field.required && !isSignatureStarted"
:aria-label="field.name || t('signature')" :aria-label="field.name || t('signature')"
:placeholder="`${t('type_signature_here')}...`" :placeholder="`${t('type_signature_here')}${field.required ? '...' : ' (' + t('optional') + ')'}`"
type="text" type="text"
@input="updateWrittenSignature" @input="updateWrittenSignature"
> >
@ -535,7 +535,7 @@ export default {
this.$nextTick(() => this.drawSignatureSrc()) this.$nextTick(() => this.drawSignatureSrc())
} else if (this.isTextSignature) { } else if (this.isTextSignature) {
this.$nextTick(() => { this.$nextTick(() => {
if (this.$refs.textInput) { if (this.$refs.textInput && this.field.required === true) {
this.initTypedSignature() this.initTypedSignature()
} }
}) })

@ -98,11 +98,29 @@ dynamic-variable {
overflow-wrap: anywhere; overflow-wrap: anywhere;
}`) }`)
const DROP_ATTRS = [
'srcdoc', 'xlink:href', 'srcset', 'action', 'formaction', 'poster',
'background', 'data', 'cite', 'ping', 'longdesc', 'manifest', 'profile'
]
const SAFE_URL_REGEXP = /^(?:https?:\/\/|data:image\/|blob:|mailto:|tel:|\{|#)/i
function isSafeAttr (name, value) {
const lowerName = name.toLowerCase()
if (lowerName.startsWith('on') || DROP_ATTRS.includes(lowerName)) return false
if ((lowerName === 'href' || lowerName === 'src') && !SAFE_URL_REGEXP.test(value.trim())) return false
return true
}
function collectDomAttrs (dom) { function collectDomAttrs (dom) {
const attrs = {} const attrs = {}
for (let i = 0; i < dom.attributes.length; i++) { for (let i = 0; i < dom.attributes.length; i++) {
attrs[dom.attributes[i].name] = dom.attributes[i].value const { name, value } = dom.attributes[i]
if (isSafeAttr(name, value)) attrs[name] = value
} }
return { htmlAttrs: attrs } return { htmlAttrs: attrs }

@ -646,9 +646,7 @@ export default {
return return
} }
const container = document.createElement('div') const container = new DOMParser().parseFromString(clipboardHtml, 'text/html').body
container.innerHTML = clipboardHtml
const fieldNodes = [...container.querySelectorAll('dynamic-field[data-field][data-area]')] const fieldNodes = [...container.querySelectorAll('dynamic-field[data-field][data-area]')]

@ -1,6 +1,6 @@
<a target="_blank" href="<%= Docuseal::GITHUB_URL %>" rel="noopener noreferrer nofollow" class="relative flex items-center rounded-full px-2 py-0.5 text-xs leading-4 mt-1 text-base-content border border-base-300 tooltip tooltip-bottom" data-tip="Give a star on GitHub"> <a target="_blank" href="<%= Docuseal::GITHUB_URL %>" rel="noopener noreferrer nofollow" class="relative flex items-center rounded-full px-2 py-0.5 text-xs leading-4 mt-1 text-base-content border border-base-300 tooltip tooltip-bottom" data-tip="Give a star on GitHub">
<span class="flex items-center justify-between space-x-0.5 font-medium"> <span class="flex items-center justify-between space-x-0.5 font-medium">
<%= svg_icon('start', class: 'h-3 w-3') %> <%= svg_icon('start', class: 'h-3 w-3') %>
<span>17k</span> <span>18k</span>
</span> </span>
</a> </a>

@ -1,4 +1,4 @@
<form action="<%= url_for %>" method="get" class="items-center flex"> <form action="<%= url_for %>" method="get" class="items-center flex max-md:focus-within:flex-1 <%= 'max-md:flex-1' if params[:q].present? %>">
<% Submissions::Filter::ALLOWED_PARAMS.each do |key| %> <% Submissions::Filter::ALLOWED_PARAMS.each do |key| %>
<% if params[key].present? %> <% if params[key].present? %>
<input name="<%= key %>" value="<%= params[key] %>" class="hidden"> <input name="<%= key %>" value="<%= params[key] %>" class="hidden">
@ -14,8 +14,8 @@
</a> </a>
</div> </div>
<% end %> <% end %>
<search-input data-title="<%= local_assigns[:title_selector] || 'h1' %>" class="flex items-center"> <search-input class="group flex items-center max-md:focus-within:flex-1 <%= 'max-md:flex-1' if params[:q].present? %>">
<input id="search" name="q" value="<%= params[:q] %>" class="input text-lg pr-10 -mr-12 w-0 md:w-60 <%= 'pl-8 input-outlined w-60' if params[:q].present? %>" placeholder="<%= local_assigns[:placeholder] %>"> <input id="search" name="q" value="<%= params[:q] %>" enterkeyhint="search" class="input text-lg pr-10 -mr-12 w-0 md:w-60 max-md:group-focus-within:w-full <%= 'pl-8 input-outlined max-md:w-full' if params[:q].present? %>" placeholder="<%= local_assigns[:placeholder] %>">
<button type="submit" title="<%= t('search') %>" class="btn btn-ghost btn-circle"> <button type="submit" title="<%= t('search') %>" class="btn btn-ghost btn-circle">
<span class="enabled"> <span class="enabled">
<%= svg_icon('search', class: 'w-6 h-6 stroke-2') %> <%= svg_icon('search', class: 'w-6 h-6 stroke-2') %>

@ -1,16 +1,16 @@
<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %> <% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
<div> <div>
<%= link_to root_path, class: 'flex items-center' do %> <%= link_to root_path, class: 'flex items-center mb-1 md:mb-0' do %>
<%= svg_icon('chevron_left', class: 'w-5 h-5') %> <%= svg_icon('chevron_left', class: 'w-5 h-5') %>
<span style="margin-left: 3px"><%= t('back_to_active') %></span> <span style="margin-left: 3px"><%= t('back_to_active') %></span>
<% end %> <% end %>
</div> </div>
<div class="flex flex-col md:flex-row md:items-center mb-4 gap-3"> <div class="flex flex-col md:flex-row md:items-center mb-4 gap-3">
<div class="flex w-full justify-between items-center"> <div class="group/header flex w-full justify-between items-center">
<div> <div class="max-md:group-has-[search-input:focus-within]/header:hidden">
<h1 class="text-2xl md:text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1> <h1 class="text-2xl md:text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
</div> </div>
<div> <div class="max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %> <% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %>
<%= render 'shared/search_input', placeholder: "#{t('search')}..." %> <%= render 'shared/search_input', placeholder: "#{t('search')}..." %>
<% end %> <% end %>

@ -1,8 +1,8 @@
<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %> <% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
<% is_show_tabs = (@pagy.count.nil? || @pagy.count >= 5) || params[:status].present? || filter_params.present? %> <% is_show_tabs = (@pagy.count.nil? || @pagy.count >= 5) || params[:status].present? || filter_params.present? %>
<% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %> <% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
<div class="flex justify-between items-center w-full mb-4"> <div class="group/header flex justify-between items-center w-full mb-4">
<div class="flex items-center flex-grow min-w-0"> <div class="flex items-center flex-grow min-w-0 max-md:group-has-[search-input:focus-within]/header:hidden <%= 'max-md:hidden' if params[:q].present? %>">
<div class="mr-2"> <div class="mr-2">
<%= render 'dashboard/toggle_view', selected: 'submissions' %> <%= render 'dashboard/toggle_view', selected: 'submissions' %>
</div> </div>
@ -10,7 +10,7 @@
<%= t('submissions') %> <%= t('submissions') %>
</h1> </h1>
</div> </div>
<div class="flex space-x-2"> <div class="flex space-x-2 max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %> <% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %>
<%= render 'shared/search_input' %> <%= render 'shared/search_input' %>
<% end %> <% end %>

@ -1,40 +1,40 @@
<% query_params = params.permit(:q).merge(filter_params) %> <% query_params = params.permit(:q).merge(filter_params) %>
<% if icon = { 'declined' => 'x_circle', 'expired' => 'clock_cancel', 'partially_completed' => 'clock_edit', 'sent' => 'send', 'opened' => 'mail_opened' }[params[:status]] %> <% if icon = { 'declined' => 'x_circle', 'expired' => 'clock_cancel', 'partially_completed' => 'clock_edit', 'sent' => 'send', 'opened' => 'mail_opened' }[params[:status]] %>
<div class="flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700"> <div class="flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-36 border-neutral-700">
<%= link_to submissions_filter_path('status', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %> <%= link_to submissions_filter_path('status', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 flex-1 min-w-0 pr-1' do %>
<%= svg_icon(icon, class: 'w-5 h-5 shrink-0') %> <%= svg_icon(icon, class: 'w-5 h-5 shrink-0') %>
<span class="font-normal truncate"><%= t(params[:status]) %></span> <span class="font-normal truncate"><%= t(params[:status]) %></span>
<% end %> <% end %>
<%= link_to url_for(params: request.query_parameters.except('status')), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %> <%= link_to url_for(params: request.query_parameters.except('status')), class: 'rounded-lg ml-1 shrink-0 hover:bg-base-content hover:text-white' do %>
<%= svg_icon('x', class: 'w-5 h-5') %> <%= svg_icon('x', class: 'w-5 h-5') %>
<% end %> <% end %>
</div> </div>
<% end %> <% end %>
<% if params[:folder].present? %> <% if params[:folder].present? %>
<div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('folder') %>"> <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-36 border-neutral-700" data-tip="<%= t('folder') %>">
<%= link_to submissions_filter_path('folder', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %> <%= link_to submissions_filter_path('folder', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 flex-1 min-w-0 pr-1' do %>
<%= svg_icon('folder', class: 'w-5 h-5 shrink-0') %> <%= svg_icon('folder', class: 'w-5 h-5 shrink-0') %>
<span class="font-normal truncate"><%= params[:folder] %></span> <span class="font-normal truncate"><%= params[:folder] %></span>
<% end %> <% end %>
<%= link_to url_for(params: request.query_parameters.except('folder')), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %> <%= link_to url_for(params: request.query_parameters.except('folder')), class: 'rounded-lg ml-1 shrink-0 hover:bg-base-content hover:text-white' do %>
<%= svg_icon('x', class: 'w-5 h-5') %> <%= svg_icon('x', class: 'w-5 h-5') %>
<% end %> <% end %>
</div> </div>
<% end %> <% end %>
<% if params[:author].present? %> <% if params[:author].present? %>
<div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('author') %>"> <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-36 border-neutral-700" data-tip="<%= t('author') %>">
<%= link_to submissions_filter_path('author', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %> <%= link_to submissions_filter_path('author', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 flex-1 min-w-0 pr-1' do %>
<%= svg_icon('user', class: 'w-5 h-5 shrink-0') %> <%= svg_icon('user', class: 'w-5 h-5 shrink-0') %>
<span class="font-normal truncate"><%= current_account.users.accessible_by(current_ability).where(account: current_account).find_by(email: params[:author])&.full_name || 'NA' %></span> <span class="font-normal truncate"><%= current_account.users.accessible_by(current_ability).where(account: current_account).find_by(email: params[:author])&.full_name || 'NA' %></span>
<% end %> <% end %>
<%= link_to url_for(params: request.query_parameters.except('author')), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %> <%= link_to url_for(params: request.query_parameters.except('author')), class: 'rounded-lg ml-1 shrink-0 hover:bg-base-content hover:text-white' do %>
<%= svg_icon('x', class: 'w-5 h-5') %> <%= svg_icon('x', class: 'w-5 h-5') %>
<% end %> <% end %>
</div> </div>
<% end %> <% end %>
<% if query_params[:completed_at_from].present? || query_params[:completed_at_to].present? %> <% if query_params[:completed_at_from].present? || query_params[:completed_at_to].present? %>
<div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('completed_at') %>"> <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-36 border-neutral-700" data-tip="<%= t('completed_at') %>">
<%= link_to submissions_filter_path('completed_at', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %> <%= link_to submissions_filter_path('completed_at', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 flex-1 min-w-0 pr-1' do %>
<%= svg_icon('calendar_check', class: 'w-5 h-5 shrink-0') %> <%= svg_icon('calendar_check', class: 'w-5 h-5 shrink-0') %>
<span class="flex flex-row md:flex-col font-normal text-left md:text-center md:text-xs"> <span class="flex flex-row md:flex-col font-normal text-left md:text-center md:text-xs">
<% if query_params[:completed_at_from] == query_params[:completed_at_to] %> <% if query_params[:completed_at_from] == query_params[:completed_at_to] %>
@ -46,14 +46,14 @@
<% end %> <% end %>
</span> </span>
<% end %> <% end %>
<%= link_to url_for(params: request.query_parameters.except('completed_at_from', 'completed_at_to')), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %> <%= link_to url_for(params: request.query_parameters.except('completed_at_from', 'completed_at_to')), class: 'rounded-lg ml-1 shrink-0 hover:bg-base-content hover:text-white' do %>
<%= svg_icon('x', class: 'w-5 h-5') %> <%= svg_icon('x', class: 'w-5 h-5') %>
<% end %> <% end %>
</div> </div>
<% end %> <% end %>
<% if query_params[:created_at_from].present? || query_params[:created_at_to].present? %> <% if query_params[:created_at_from].present? || query_params[:created_at_to].present? %>
<div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('created_at') %>"> <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-36 border-neutral-700" data-tip="<%= t('created_at') %>">
<%= link_to submissions_filter_path('created_at', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %> <%= link_to submissions_filter_path('created_at', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 flex-1 min-w-0 pr-1' do %>
<%= svg_icon('calendar', class: 'w-5 h-5 shrink-0') %> <%= svg_icon('calendar', class: 'w-5 h-5 shrink-0') %>
<span class="flex flex-row md:flex-col font-normal text-left md:text-center md:text-xs"> <span class="flex flex-row md:flex-col font-normal text-left md:text-center md:text-xs">
<% if query_params[:created_at_from] == query_params[:created_at_to] %> <% if query_params[:created_at_from] == query_params[:created_at_to] %>
@ -65,7 +65,7 @@
<% end %> <% end %>
</span> </span>
<% end %> <% end %>
<%= link_to url_for(params: request.query_parameters.except('created_at_to', 'created_at_from')), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %> <%= link_to url_for(params: request.query_parameters.except('created_at_to', 'created_at_from')), class: 'rounded-lg ml-1 shrink-0 hover:bg-base-content hover:text-white' do %>
<%= svg_icon('x', class: 'w-5 h-5') %> <%= svg_icon('x', class: 'w-5 h-5') %>
<% end %> <% end %>
</div> </div>

@ -5,7 +5,7 @@
<% end %> <% end %>
</div> </div>
<dashboard-dropzone> <dashboard-dropzone>
<div class="relative flex justify-between items-center w-full mb-4"> <div class="group/header relative flex justify-between items-center w-full mb-4">
<%= form_for '', url: '', id: form_id = SecureRandom.uuid, method: :post, class: 'hidden', data: { target: 'dashboard-dropzone.form' }, html: { enctype: 'multipart/form-data' } do %> <%= form_for '', url: '', id: form_id = SecureRandom.uuid, method: :post, class: 'hidden', data: { target: 'dashboard-dropzone.form' }, html: { enctype: 'multipart/form-data' } do %>
<input name="form_id" value="<%= form_id %>"> <input name="form_id" value="<%= form_id %>">
<input name="folder_name" value="<%= @template_folder.full_name %>"> <input name="folder_name" value="<%= @template_folder.full_name %>">
@ -16,7 +16,7 @@
<% unless @template_folder.parent_folder %> <% unless @template_folder.parent_folder %>
<%= render 'templates/dashboard_folder_dropzone', style: 'height: 137px' %> <%= render 'templates/dashboard_folder_dropzone', style: 'height: 137px' %>
<% end %> <% end %>
<h1 class="text-2xl truncate md:text-3xl font-bold flex items-center flex-grow min-w-0 space-x-2 md:flex <%= 'hidden' if params[:q].present? %>"> <h1 class="text-2xl truncate md:text-3xl font-bold flex items-center flex-grow min-w-0 space-x-2 md:flex max-md:group-has-[search-input:focus-within]/header:hidden <%= 'hidden' if params[:q].present? %>">
<%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %> <%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %>
<span class="peer truncate"> <span class="peer truncate">
<%= @template_folder.name %> <%= @template_folder.name %>
@ -29,7 +29,7 @@
</span> </span>
<% end %> <% end %>
</h1> </h1>
<div class="flex space-x-2"> <div class="flex space-x-2 max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if params[:q].present? || @pagy.count.nil? || @pagy.count > 0 || @template_folders.present? %> <% if params[:q].present? || @pagy.count.nil? || @pagy.count > 0 || @template_folders.present? %>
<%= render 'shared/search_input' %> <%= render 'shared/search_input' %>
<% end %> <% end %>

@ -3,15 +3,15 @@
<% is_show_tabs = @pagy.pages > 1 || params[:q].present? || params[:status].present? || filter_params.present? %> <% is_show_tabs = @pagy.pages > 1 || params[:q].present? || params[:status].present? || filter_params.present? %>
<% if @pagy.count.nil? || !@pagy.count.zero? || params[:q].present? || params[:status].present? || filter_params.present? %> <% if @pagy.count.nil? || !@pagy.count.zero? || params[:q].present? || params[:status].present? || filter_params.present? %>
<div class="<%= is_show_tabs ? 'mb-4' : 'mb-6' %>"> <div class="<%= is_show_tabs ? 'mb-4' : 'mb-6' %>">
<div class="flex justify-between items-center md:items-end"> <div class="group/header flex justify-between items-center md:items-end">
<div> <div class="max-md:group-has-[search-input:focus-within]/header:hidden">
<h2 class="text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>"> <h2 class="text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>">
<%= t('submissions') %> <%= t('submissions') %>
</h2> </h2>
</div> </div>
<div class="flex justify-end space-x-2"> <div class="flex justify-end space-x-2 max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if params[:q].present? || params[:status].present? || filter_params.present? || @pagy.pages > 1 %> <% if params[:q].present? || params[:status].present? || filter_params.present? || @pagy.pages > 1 %>
<%= render 'shared/search_input', title_selector: 'h2' %> <%= render 'shared/search_input' %>
<% end %> <% end %>
<%= link_to new_template_submissions_export_path(@template, params.permit(:q, *Submissions::Filter::ALLOWED_PARAMS)), class: 'hidden md:flex btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %> <%= link_to new_template_submissions_export_path(@template, params.permit(:q, *Submissions::Filter::ALLOWED_PARAMS)), class: 'hidden md:flex btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
<%= svg_icon('download', class: 'w-6 h-6 stroke-2') %> <%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>

@ -1,11 +1,11 @@
<div> <div>
<%= link_to root_path, class: 'flex items-center' do %> <%= link_to root_path, class: 'flex items-center mb-1 md:mb-0' do %>
<%= svg_icon('chevron_left', class: 'w-5 h-5') %> <%= svg_icon('chevron_left', class: 'w-5 h-5') %>
<span style="margin-left: 3px"><%= t('back_to_active') %></span> <span style="margin-left: 3px"><%= t('back_to_active') %></span>
<% end %> <% end %>
</div> </div>
<div class="flex justify-between mb-4 items-center"> <div class="group/header flex justify-between mb-4 items-center">
<div> <div class="max-md:group-has-[search-input:focus-within]/header:hidden">
<h1 class="text-2xl md:text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('document_templates_html') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1> <h1 class="text-2xl md:text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('document_templates_html') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
</div> </div>
<% if params[:q].present? || @pagy.pages > 1 %> <% if params[:q].present? || @pagy.pages > 1 %>

@ -1,33 +1,33 @@
<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %> <% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
<% with_filters = @pagy.pages > 1 || params[:q].present? || filter_params.present? %> <% with_filters = @pagy.pages > 1 || params[:q].present? || filter_params.present? %>
<%= render 'templates/title', template: @template %> <%= render 'templates/title', template: @template %>
<div class="flex flex-col md:flex-row md:items-center mb-6 gap-3">
<div class="flex w-full justify-between md:items-end items-end">
<div> <div>
<div> <%= link_to template_path(@template), class: 'flex items-center mb-1 md:mb-0' do %>
<%= link_to template_path(@template), class: 'flex items-center' do %>
<%= svg_icon('chevron_left', class: 'w-5 h-5') %> <%= svg_icon('chevron_left', class: 'w-5 h-5') %>
<span style="margin-left: 3px"><%= t('back_to_active') %></span> <span style="margin-left: 3px"><%= t('back_to_active') %></span>
<% end %> <% end %>
</div> </div>
<h1 class="text-3xl font-bold md:block"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1> <div class="flex flex-col md:flex-row md:items-center mb-4 gap-3">
<div class="group/header flex w-full md:flex-1 min-w-0 justify-between items-center">
<div class="max-md:group-has-[search-input:focus-within]/header:hidden">
<h2 class="text-2xl md:text-3xl font-bold md:block"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h2>
</div> </div>
<div class="flex space-x-2 justify-end"> <div class="max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if with_filters %> <% if with_filters %>
<%= render 'shared/search_input' %> <%= render 'shared/search_input' %>
<% end %> <% end %>
<%= link_to new_template_submissions_export_path(@template, archived: true), class: 'btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %> </div>
</div>
<div class="flex flex-wrap justify-end items-center gap-2">
<%= render 'submissions_filters/applied_filters', filter_params: %>
<div class="shrink-0 md:order-first">
<%= link_to new_template_submissions_export_path(@template, archived: true), class: 'btn btn-ghost text-base h-10 min-h-10', data: { turbo_frame: 'modal' } do %>
<%= svg_icon('download', class: 'w-6 h-6 stroke-2') %> <%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>
<span><%= t('export') %></span> <span><%= t('export') %></span>
<% end %> <% end %>
</div> </div>
</div>
<% if with_filters %>
<div class="flex flex-col items-end md:flex-row gap-2">
<%= render 'submissions_filters/applied_filters', filter_params: %>
<%= render 'submissions_filters/filter_button', filter_params: %> <%= render 'submissions_filters/filter_button', filter_params: %>
</div> </div>
<% end %>
</div> </div>
<% if @pagy.count.nil? || @pagy.count > 0 %> <% if @pagy.count.nil? || @pagy.count > 0 %>
<div class="space-y-4"> <div class="space-y-4">

@ -7,12 +7,12 @@
<button type="submit"></button> <button type="submit"></button>
<input id="dashboard_dropzone_input" name="files[]" type="file" multiple> <input id="dashboard_dropzone_input" name="files[]" type="file" multiple>
<% end %> <% end %>
<div class="flex justify-between items-center w-full mb-4 relative"> <div class="group/header flex justify-between items-center w-full mb-4 relative">
<% unless show_dropzone %> <% unless show_dropzone %>
<%= render 'templates/dashboard_dropzone', style: 'height: 114px' %> <%= render 'templates/dashboard_dropzone', style: 'height: 114px' %>
<% end %> <% end %>
<%= render 'templates/dashboard_folder_dropzone', style: 'height: 114px' %> <%= render 'templates/dashboard_folder_dropzone', style: 'height: 114px' %>
<div class="flex items-center flex-grow min-w-0"> <div class="flex items-center flex-grow min-w-0 max-md:group-has-[search-input:focus-within]/header:hidden <%= 'max-md:hidden' if params[:q].present? %>">
<% if has_archived || @pagy.count.nil? || @pagy.count > 0 || @template_folders.present? %> <% if has_archived || @pagy.count.nil? || @pagy.count > 0 || @template_folders.present? %>
<div class="mr-2"> <div class="mr-2">
<%= render 'dashboard/toggle_view', selected: 'templates' %> <%= render 'dashboard/toggle_view', selected: 'templates' %>
@ -22,7 +22,7 @@
<%= t('document_templates_html') %> <%= t('document_templates_html') %>
</h1> </h1>
</div> </div>
<div class="flex space-x-2"> <div class="flex space-x-2 max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if params[:q].present? || @pagy.count.nil? || @pagy.count > 1 || @template_folders.present? %> <% if params[:q].present? || @pagy.count.nil? || @pagy.count > 1 || @template_folders.present? %>
<%= render 'shared/search_input' %> <%= render 'shared/search_input' %>
<% end %> <% end %>

@ -1,18 +1,18 @@
<div> <div>
<%= link_to(@is_archived ? templates_shared_index_path : root_path, class: 'flex items-center') do %> <%= link_to(@is_archived ? templates_shared_index_path : root_path, class: 'flex items-center mb-1 md:mb-0') do %>
<%= svg_icon('chevron_left', class: 'w-5 h-5') %> <%= svg_icon('chevron_left', class: 'w-5 h-5') %>
<span style="margin-left: 3px"><%= @is_archived ? t('back_to_active') : t('home') %></span> <span style="margin-left: 3px"><%= @is_archived ? t('back_to_active') : t('home') %></span>
<% end %> <% end %>
</div> </div>
<div class="relative flex justify-between items-center w-full mb-4"> <div class="group/header relative flex justify-between items-center w-full mb-4">
<h1 class="text-2xl truncate md:text-3xl font-bold flex items-center flex-grow min-w-0 space-x-2 md:flex <%= 'hidden' if params[:q].present? %>"> <h1 class="text-2xl truncate md:text-3xl font-bold flex items-center flex-grow min-w-0 space-x-2 md:flex max-md:group-has-[search-input:focus-within]/header:hidden <%= 'hidden' if params[:q].present? %>">
<%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %> <%= svg_icon('folder', class: 'w-9 h-9 flex-shrink-0') %>
<span class="truncate capitalize"><%= t('shared') %></span> <span class="truncate capitalize"><%= t('shared') %></span>
<% if @is_archived %> <% if @is_archived %>
<span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span>
<% end %> <% end %>
</h1> </h1>
<div class="flex space-x-2"> <div class="flex space-x-2 max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
<% if params[:q].present? || @pagy.count.nil? || @pagy.count > 1 %> <% if params[:q].present? || @pagy.count.nil? || @pagy.count > 1 %>
<%= render 'shared/search_input' %> <%= render 'shared/search_input' %>
<% end %> <% end %>

@ -146,6 +146,8 @@ Rails.application.configure do
current_user = controller.instance_variable_get(:@current_user) current_user = controller.instance_variable_get(:@current_user)
os = DetectBrowserDevice.os(controller.request.user_agent) if ENV['MULTITENANT'] == 'true'
{ {
host: controller.request.host, host: controller.request.host,
fwd: controller.request.remote_ip, fwd: controller.request.remote_ip,
@ -161,6 +163,7 @@ Rails.application.configure do
params[:submit_form_slug] || params[:submit_form_slug] ||
params[:template_slug]).to_s.first(5) params[:template_slug]).to_s.first(5)
}.compact_blank, }.compact_blank,
**(os ? { os: } : {}),
uid: current_user.try(:id), uid: current_user.try(:id),
aid: current_user.try(:account_id), aid: current_user.try(:account_id),
rid: resource.try(:id), rid: resource.try(:id),

@ -0,0 +1,3 @@
# frozen_string_literal: true
Rack::Request.forwarded_priority = %i[x_forwarded]

@ -930,6 +930,7 @@ en: &en
please_verify_your_email_address_to_continue: Please verify your email address to continue. please_verify_your_email_address_to_continue: Please verify your email address to continue.
verification_code_sent_click_link_or_enter_code: A verification code has been sent to your email. Click the email link or enter the one time code to confirm your email. verification_code_sent_click_link_or_enter_code: A verification code has been sent to your email. Click the email link or enter the one time code to confirm your email.
use_otp_code_to_verify_email_or_click_link_below_html: 'Use <b>%{code}</b> code to verify your email or click the link below:' use_otp_code_to_verify_email_or_click_link_below_html: 'Use <b>%{code}</b> code to verify your email or click the link below:'
use_otp_code_to_verify_email_html: 'Use <b>%{code}</b> code to verify your email:'
verify_your_email: Verify your email verify_your_email: Verify your email
your_email_has_been_confirmed: Your email has been confirmed. your_email_has_been_confirmed: Your email has been confirmed.
invalid_or_expired_verification_code: Invalid or expired verification code. invalid_or_expired_verification_code: Invalid or expired verification code.
@ -2007,6 +2008,7 @@ es: &es
please_verify_your_email_address_to_continue: Por favor, verifica tu dirección de correo electrónico para continuar. please_verify_your_email_address_to_continue: Por favor, verifica tu dirección de correo electrónico para continuar.
verification_code_sent_click_link_or_enter_code: Se ha enviado un código de verificación a tu correo. Puedes hacer clic en el enlace del correo o ingresar el código a continuación. verification_code_sent_click_link_or_enter_code: Se ha enviado un código de verificación a tu correo. Puedes hacer clic en el enlace del correo o ingresar el código a continuación.
use_otp_code_to_verify_email_or_click_link_below_html: 'Usa el código <b>%{code}</b> para verificar tu correo electrónico o haz clic en el enlace a continuación:' use_otp_code_to_verify_email_or_click_link_below_html: 'Usa el código <b>%{code}</b> para verificar tu correo electrónico o haz clic en el enlace a continuación:'
use_otp_code_to_verify_email_html: 'Usa el código <b>%{code}</b> para verificar tu correo electrónico:'
verify_your_email: Verificar tu correo electrónico verify_your_email: Verificar tu correo electrónico
your_email_has_been_confirmed: Tu correo electrónico ha sido confirmado. your_email_has_been_confirmed: Tu correo electrónico ha sido confirmado.
invalid_or_expired_verification_code: Código de verificación inválido o expirado. invalid_or_expired_verification_code: Código de verificación inválido o expirado.
@ -3084,6 +3086,7 @@ it: &it
please_verify_your_email_address_to_continue: Verifica il tuo indirizzo email per continuare. please_verify_your_email_address_to_continue: Verifica il tuo indirizzo email per continuare.
verification_code_sent_click_link_or_enter_code: "È stato inviato un codice di verifica alla tua email. Puoi cliccare il link nell'email o inserire il codice qui sotto." verification_code_sent_click_link_or_enter_code: "È stato inviato un codice di verifica alla tua email. Puoi cliccare il link nell'email o inserire il codice qui sotto."
use_otp_code_to_verify_email_or_click_link_below_html: 'Usa il codice <b>%{code}</b> per verificare la tua email o clicca il link qui sotto:' use_otp_code_to_verify_email_or_click_link_below_html: 'Usa il codice <b>%{code}</b> per verificare la tua email o clicca il link qui sotto:'
use_otp_code_to_verify_email_html: 'Usa il codice <b>%{code}</b> per verificare la tua email:'
verify_your_email: Verifica la tua email verify_your_email: Verifica la tua email
your_email_has_been_confirmed: La tua email è stata confermata. your_email_has_been_confirmed: La tua email è stata confermata.
invalid_or_expired_verification_code: Codice di verifica non valido o scaduto. invalid_or_expired_verification_code: Codice di verifica non valido o scaduto.
@ -4158,6 +4161,7 @@ fr: &fr
please_verify_your_email_address_to_continue: "Veuillez vérifier votre adresse e-mail pour continuer." please_verify_your_email_address_to_continue: "Veuillez vérifier votre adresse e-mail pour continuer."
verification_code_sent_click_link_or_enter_code: "Un code de vérification a été envoyé à votre adresse e-mail. Vous pouvez cliquer sur le lien dans l'e-mail ou saisir le code ci-dessous." verification_code_sent_click_link_or_enter_code: "Un code de vérification a été envoyé à votre adresse e-mail. Vous pouvez cliquer sur le lien dans l'e-mail ou saisir le code ci-dessous."
use_otp_code_to_verify_email_or_click_link_below_html: "Utilisez le code <b>%{code}</b> pour vérifier votre e-mail ou cliquez sur le lien ci-dessous :" use_otp_code_to_verify_email_or_click_link_below_html: "Utilisez le code <b>%{code}</b> pour vérifier votre e-mail ou cliquez sur le lien ci-dessous :"
use_otp_code_to_verify_email_html: "Utilisez le code <b>%{code}</b> pour vérifier votre e-mail :"
verify_your_email: "Vérifier votre e-mail" verify_your_email: "Vérifier votre e-mail"
your_email_has_been_confirmed: "Votre adresse e-mail a été confirmée." your_email_has_been_confirmed: "Votre adresse e-mail a été confirmée."
invalid_or_expired_verification_code: "Code de vérification invalide ou expiré." invalid_or_expired_verification_code: "Code de vérification invalide ou expiré."
@ -5235,6 +5239,7 @@ pt: &pt
please_verify_your_email_address_to_continue: Verifique seu endereço de e-mail para continuar. please_verify_your_email_address_to_continue: Verifique seu endereço de e-mail para continuar.
verification_code_sent_click_link_or_enter_code: Um código de verificação foi enviado para seu e-mail. Você pode clicar no link do e-mail ou inserir o código abaixo. verification_code_sent_click_link_or_enter_code: Um código de verificação foi enviado para seu e-mail. Você pode clicar no link do e-mail ou inserir o código abaixo.
use_otp_code_to_verify_email_or_click_link_below_html: 'Use o código <b>%{code}</b> para verificar seu e-mail ou clique no link abaixo:' use_otp_code_to_verify_email_or_click_link_below_html: 'Use o código <b>%{code}</b> para verificar seu e-mail ou clique no link abaixo:'
use_otp_code_to_verify_email_html: 'Use o código <b>%{code}</b> para verificar seu e-mail:'
verify_your_email: Verificar seu e-mail verify_your_email: Verificar seu e-mail
your_email_has_been_confirmed: Seu e-mail foi confirmado. your_email_has_been_confirmed: Seu e-mail foi confirmado.
invalid_or_expired_verification_code: Código de verificação inválido ou expirado. invalid_or_expired_verification_code: Código de verificação inválido ou expirado.
@ -6312,6 +6317,7 @@ de: &de
please_verify_your_email_address_to_continue: Bitte bestätigen Sie Ihre E-Mail-Adresse, um fortzufahren. please_verify_your_email_address_to_continue: Bitte bestätigen Sie Ihre E-Mail-Adresse, um fortzufahren.
verification_code_sent_click_link_or_enter_code: Ein Verifizierungscode wurde an Ihre E-Mail gesendet. Sie können auf den Link in der E-Mail klicken oder den Code unten eingeben. verification_code_sent_click_link_or_enter_code: Ein Verifizierungscode wurde an Ihre E-Mail gesendet. Sie können auf den Link in der E-Mail klicken oder den Code unten eingeben.
use_otp_code_to_verify_email_or_click_link_below_html: 'Verwenden Sie den Code <b>%{code}</b>, um Ihre E-Mail zu bestätigen, oder klicken Sie auf den Link unten:' use_otp_code_to_verify_email_or_click_link_below_html: 'Verwenden Sie den Code <b>%{code}</b>, um Ihre E-Mail zu bestätigen, oder klicken Sie auf den Link unten:'
use_otp_code_to_verify_email_html: 'Verwenden Sie den Code <b>%{code}</b>, um Ihre E-Mail zu bestätigen:'
verify_your_email: E-Mail bestätigen verify_your_email: E-Mail bestätigen
your_email_has_been_confirmed: Ihre E-Mail-Adresse wurde bestätigt. your_email_has_been_confirmed: Ihre E-Mail-Adresse wurde bestätigt.
invalid_or_expired_verification_code: Ungültiger oder abgelaufener Verifizierungscode. invalid_or_expired_verification_code: Ungültiger oder abgelaufener Verifizierungscode.
@ -7790,6 +7796,7 @@ nl: &nl
please_verify_your_email_address_to_continue: Bevestig uw e-mailadres om door te gaan. please_verify_your_email_address_to_continue: Bevestig uw e-mailadres om door te gaan.
verification_code_sent_click_link_or_enter_code: Er is een verificatiecode naar uw e-mail gestuurd. U kunt op de link in de e-mail klikken of de code hieronder invoeren. verification_code_sent_click_link_or_enter_code: Er is een verificatiecode naar uw e-mail gestuurd. U kunt op de link in de e-mail klikken of de code hieronder invoeren.
use_otp_code_to_verify_email_or_click_link_below_html: 'Gebruik code <b>%{code}</b> om uw e-mail te verifiëren of klik op de link hieronder:' use_otp_code_to_verify_email_or_click_link_below_html: 'Gebruik code <b>%{code}</b> om uw e-mail te verifiëren of klik op de link hieronder:'
use_otp_code_to_verify_email_html: 'Gebruik code <b>%{code}</b> om uw e-mail te verifiëren:'
verify_your_email: Uw e-mail verifiëren verify_your_email: Uw e-mail verifiëren
your_email_has_been_confirmed: Uw e-mailadres is bevestigd. your_email_has_been_confirmed: Uw e-mailadres is bevestigd.
invalid_or_expired_verification_code: Ongeldige of verlopen verificatiecode. invalid_or_expired_verification_code: Ongeldige of verlopen verificatiecode.

@ -26,6 +26,45 @@ module DetectBrowserDevice
Silk Silk
/ix /ix
WINDOWS_USER_AGENT_REGEXP = /
Windows|
Win64 |
Win32 |
WOW64
/ix
ANDROID_USER_AGENT_REGEXP = /
Android|
Silk |
Kindle
/ix
IOS_USER_AGENT_REGEXP = /
iPhone|
iPad |
iPod |
iOS
/ix
MACOS_USER_AGENT_REGEXP = /
Macintosh |
Mac\ OS\ X |
MacIntel
/ix
LINUX_USER_AGENT_REGEXP = /
Linux |
X11 |
CrOS |
Ubuntu |
Fedora |
FreeBSD|
OpenBSD|
NetBSD
/ix
SDK_USER_AGENT_REGEXP = /\ADocuSeal (?<sdk>Ruby|Python|PHP|Java|C#|JS|Go|CLI) v/i
def call(user_agent) def call(user_agent)
return if user_agent.blank? return if user_agent.blank?
@ -34,4 +73,21 @@ module DetectBrowserDevice
'desktop' 'desktop'
end end
def os(user_agent)
return if user_agent.blank?
sdk = user_agent[SDK_USER_AGENT_REGEXP, :sdk]
return sdk.downcase if sdk
case user_agent
when WINDOWS_USER_AGENT_REGEXP then 'windows'
when ANDROID_USER_AGENT_REGEXP then 'android'
when IOS_USER_AGENT_REGEXP then 'ios'
when MACOS_USER_AGENT_REGEXP then 'macos'
when LINUX_USER_AGENT_REGEXP then 'linux'
else 'other'
end
end
end end

@ -146,10 +146,14 @@ module Leptonica
end end
def build_pix(image) def build_pix(image)
buffer = image.write_to_memory
raise LeptonicaError, 'Failed to read image' if buffer.bytesize != image.width * image.height * 4
pix = checked(pixCreate(image.width, image.height, 32), 'Failed to read image') pix = checked(pixCreate(image.width, image.height, 32), 'Failed to read image')
pixSetSpp(pix, 3) pixSetSpp(pix, 3)
pixGetData(pix).put_bytes(0, image.write_to_memory) pixGetData(pix).put_bytes(0, buffer)
raise LeptonicaError, 'Failed to read image' unless pixEndianByteSwap(pix).zero? raise LeptonicaError, 'Failed to read image' unless pixEndianByteSwap(pix).zero?
@ -159,9 +163,10 @@ module Leptonica
def load_image(image_data) def load_image(image_data)
image = ImageUtils.load_vips(image_data) image = ImageUtils.load_vips(image_data)
image = image.colourspace(:srgb) if image.interpretation != :srgb
image = image.cast(:uchar) if image.format != :uchar image = image.cast(:uchar) if image.format != :uchar
image = image.bandjoin(255) unless image.has_alpha? image = image.colourspace(:srgb) if image.interpretation != :srgb
image = image.extract_band(0, n: 4) if image.bands > 4
image = image.bandjoin([255] * (4 - image.bands)) if image.bands < 4
image image
end end

@ -1,66 +0,0 @@
# frozen_string_literal: true
module Mcp
module HandleRequest
TOOLS = [
Mcp::Tools::SearchTemplates,
Mcp::Tools::LoadTemplate,
Mcp::Tools::CreateTemplate,
Mcp::Tools::SendDocuments,
Mcp::Tools::SearchDocuments
].freeze
TOOLS_SCHEMA = TOOLS.map { |t| t::SCHEMA }
TOOLS_INDEX = TOOLS.index_by { |t| t::SCHEMA[:name] }
module_function
# rubocop:disable Metrics/MethodLength
def call(body, current_user, current_ability)
case body['method']
when 'initialize'
{
jsonrpc: '2.0',
id: body['id'],
result: {
protocolVersion: '2025-11-25',
serverInfo: {
name: 'DocuSeal',
version: Docuseal.version.to_s
},
capabilities: {
tools: {
listChanged: false
}
}
}
}
when 'notifications/initialized'
nil
when 'ping'
{ jsonrpc: '2.0', id: body['id'], result: {} }
when 'tools/list'
{ jsonrpc: '2.0', id: body['id'], result: { tools: TOOLS_SCHEMA } }
when 'tools/call'
tool = TOOLS_INDEX[body.dig('params', 'name')]
raise "Unknown tool: #{body.dig('params', 'name')}" unless tool
result = tool.call(body.dig('params', 'arguments') || {}, current_user, current_ability)
{ jsonrpc: '2.0', id: body['id'], result: }
else
{
jsonrpc: '2.0',
id: body['id'],
error: {
code: -32_601,
message: "Method not found: #{body['method']}"
}
}
end
end
# rubocop:enable Metrics/MethodLength
end
end

@ -1,102 +0,0 @@
# frozen_string_literal: true
module Mcp
module Tools
module CreateTemplate
SCHEMA = {
name: 'create_template',
title: 'Create Template',
description: 'Create a document template. Provide a URL to upload a PDF/DOCX file, or provide only a name ' \
'to create an empty template and receive an edit URL where the file can be uploaded via the UI.',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Template name (used as the template name and required when url is not provided)'
},
url: {
type: 'string',
description: 'Optional URL of a PDF or DOCX file to upload. If omitted, an empty template is ' \
'created and the returned edit_url can be used to upload a file via the UI.'
}
},
required: %w[name]
},
annotations: {
readOnlyHint: false,
destructiveHint: false,
idempotentHint: false,
openWorldHint: true
}
}.freeze
module_function
# rubocop:disable Metrics/AbcSize, Metrics/MethodLength
def call(arguments, current_user, current_ability)
current_ability.authorize!(:create, Template.new(account_id: current_user.account_id, author: current_user))
account = current_user.account
template = Template.new(
account:,
author: current_user,
folder: account.default_template_folder,
source: :mcp,
name: arguments['name'].to_s.presence || 'New Template',
fields: [],
schema: []
)
if arguments['url'].present?
tempfile = Tempfile.new
tempfile.binmode
tempfile.write(DownloadUtils.call(arguments['url'], validate: true).body)
tempfile.rewind
filename = File.basename(URI.decode_www_form_component(arguments['url']))
file = ActionDispatch::Http::UploadedFile.new(
tempfile:,
filename:,
type: Marcel::MimeType.for(tempfile)
)
template.name = arguments['name'].presence || File.basename(filename, '.*')
template.save!
documents, = Templates::CreateAttachments.call(template, { files: [file] }, extract_fields: true)
schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
if template.fields.blank?
template.fields = Templates::ProcessDocument.normalize_attachment_fields(template, documents)
end
template.update!(schema:)
else
template.save!
end
WebhookUrls.enqueue_events(template, 'template.created')
SearchEntries.enqueue_reindex(template)
{
content: [
{
type: 'text',
text: {
id: template.id,
name: template.name,
edit_url: Rails.application.routes.url_helpers.edit_template_url(template,
**Docuseal.default_url_options)
}.to_json
}
]
}
end
# rubocop:enable Metrics/AbcSize, Metrics/MethodLength
end
end
end

@ -1,67 +0,0 @@
# frozen_string_literal: true
module Mcp
module Tools
module LoadTemplate
SCHEMA = {
name: 'load_template',
title: 'Load Template',
description: 'Load a template with its fields. Each field includes name, type, and the signing role name.',
inputSchema: {
type: 'object',
properties: {
template_id: {
type: 'integer',
description: 'Template identifier'
}
},
required: %w[template_id]
},
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false
}
}.freeze
module_function
def call(arguments, _current_user, current_ability)
template = Template.accessible_by(current_ability).find_by(id: arguments['template_id'])
if !template || !current_ability.can?(:read, template)
return { content: [{ type: 'text', text: 'Template not found' }], isError: true }
end
submitters_index = template.submitters.index_by { |s| s['uuid'] }
roles = template.submitters.pluck('name')
fields = template.fields.filter_map do |field|
next if field['name'].blank?
{
name: field['name'],
type: field['type'],
role: submitters_index[field['submitter_uuid']]&.dig('name')
}
end
{
content: [
{
type: 'text',
text: {
id: template.id,
name: template.name,
roles: roles,
fields: fields
}.to_json
}
]
}
end
end
end
end

@ -1,65 +0,0 @@
# frozen_string_literal: true
module Mcp
module Tools
module SearchDocuments
SCHEMA = {
name: 'search_documents',
title: 'Search Documents',
description: 'Search signed or pending documents by submitter name, email, phone, or template name',
inputSchema: {
type: 'object',
properties: {
q: {
type: 'string',
description: 'Search by submitter name, email, phone, or template name'
},
limit: {
type: 'integer',
description: 'The number of results to return (default 10)'
}
},
required: %w[q]
},
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false
}
}.freeze
module_function
def call(arguments, current_user, current_ability)
submissions = Submissions.search(current_user, Submission.accessible_by(current_ability).active,
arguments['q'], search_template: true)
limit = arguments.fetch('limit', 10).to_i
limit = 10 if limit <= 0
limit = [limit, 100].min
submissions = submissions.preload(:submitters, :template)
.order(id: :desc)
.limit(limit)
data = submissions.map do |submission|
url = Rails.application.routes.url_helpers.submission_url(
submission.id, **Docuseal.default_url_options
)
{
id: submission.id,
template_name: submission.template&.name,
status: Submissions::SerializeForApi.build_status(submission, submission.submitters),
submitters: submission.submitters.map do |s|
{ email: s.email, name: s.name, phone: s.phone, status: s.status }
end,
documents_url: url
}
end
{ content: [{ type: 'text', text: data.to_json }] }
end
end
end
end

@ -1,53 +0,0 @@
# frozen_string_literal: true
module Mcp
module Tools
module SearchTemplates
SCHEMA = {
name: 'search_templates',
title: 'Search Templates',
description: 'Search document templates by name',
inputSchema: {
type: 'object',
properties: {
q: {
type: 'string',
description: 'Search query to filter templates by name'
},
limit: {
type: 'integer',
description: 'The number of templates to return (default 10)'
}
},
required: %w[q]
},
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false
}
}.freeze
module_function
def call(arguments, current_user, current_ability)
templates = Templates.search(current_user, Template.accessible_by(current_ability).active, arguments['q'])
limit = arguments.fetch('limit', 10).to_i
limit = 10 if limit <= 0
limit = [limit, 100].min
templates = templates.order(id: :desc).limit(limit)
{
content: [
{
type: 'text',
text: templates.map { |t| { id: t.id, name: t.name } }.to_json
}
]
}
end
end
end
end

@ -1,140 +0,0 @@
# frozen_string_literal: true
module Mcp
module Tools
module SendDocuments
SCHEMA = {
name: 'send_documents',
title: 'Send Documents',
description: 'Send a document template for signing to specified submitters',
inputSchema: {
type: 'object',
properties: {
template_id: {
type: 'integer',
description: 'Template identifier'
},
submitters: {
type: 'array',
description: 'The list of submitters (signers)',
items: {
type: 'object',
properties: {
email: {
type: 'string',
description: 'Submitter email address'
},
name: {
type: 'string',
description: 'Submitter name'
},
phone: {
type: 'string',
description: 'Submitter phone number in E.164 format'
},
role: {
type: 'string',
description: 'Signing role name from the template'
},
fields: {
type: 'array',
description: 'Prefill field values for this submitter (fields become readonly)',
items: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Field name'
},
value: {
description: 'Prefilled value for the field'
}
},
required: %w[name value]
}
}
}
}
}
},
required: %w[template_id submitters]
},
annotations: {
readOnlyHint: false,
destructiveHint: true,
idempotentHint: false,
openWorldHint: true
}
}.freeze
module_function
# rubocop:disable Metrics
def call(arguments, current_user, current_ability)
template = Template.accessible_by(current_ability).find_by(id: arguments['template_id'])
if !template || !current_ability.can?(:read, template)
return { content: [{ type: 'text', text: 'Template not found' }], isError: true }
end
if template.archived_at?
return { content: [{ type: 'text', text: 'Template has been archived' }], isError: true }
end
current_ability.authorize!(:create, Submission.new(template:, account_id: current_user.account_id))
return { content: [{ type: 'text', text: 'Template has no fields' }], isError: true } if template.fields.blank?
submitters = (arguments['submitters'] || []).map do |s|
attrs = s.slice('email', 'name', 'role', 'phone').compact_blank
fields = Array.wrap(s['fields']).filter_map do |f|
next if f['name'].blank?
{ 'name' => f['name'], 'default_value' => f['value'], 'readonly' => true }
end
attrs['fields'] = fields if fields.present?
attrs.with_indifferent_access
end
submissions = Submissions.create_from_submitters(
template:,
user: current_user,
source: :mcp,
submitters_order: template.preferences['submitters_order'].presence || 'random',
submissions_attrs: { submitters: },
params: { 'send_email' => true, 'submitters' => submitters }
)
if submissions.blank?
return { content: [{ type: 'text', text: 'No valid submitters provided' }], isError: true }
end
WebhookUrls.enqueue_events(submissions, 'submission.created')
Submissions.send_signature_requests(submissions)
SearchEntries.enqueue_reindex(submissions)
submission = submissions.first
{
content: [
{
type: 'text',
text: {
id: submission.id,
status: 'pending'
}.to_json
}
]
}
rescue Submissions::CreateFromSubmitters::BaseError => e
{ content: [{ type: 'text', text: e.message }], isError: true }
end
# rubocop:enable Metrics
end
end
end

@ -5,7 +5,7 @@ FactoryBot.define do
account account
author factory: %i[user] author factory: %i[user]
name { Faker::Book.title } name { Faker::Book.unique.title }
trait :with_templates do trait :with_templates do
after(:create) do |template_folder| after(:create) do |template_folder|

@ -5,7 +5,7 @@ FactoryBot.define do
account account
author factory: %i[user] author factory: %i[user]
name { Faker::Book.title } name { Faker::Book.unique.title }
transient do transient do
submitter_count { 1 } submitter_count { 1 }

@ -65,6 +65,7 @@ RSpec.configure do |config|
config.before do config.before do
Sidekiq::Worker.clear_all Sidekiq::Worker.clear_all
Faker::UniqueGenerator.clear
end end
config.before do |example| config.before do |example|

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