feat: add company logo upload and custom PDF signature field functionality

app/controllers/personalization_settings_controller.rb

@@ -16,6 +16,24 @@ class PersonalizationSettingsController < ApplicationController
 
   def show
     authorize!(:read, AccountConfig)
+    @account = current_account
+  end
+
+  def update
+    authorize!(:update, current_account)
+    @account = current_account
+
+    if @account.update(account_params)
+      redirect_to '/settings/personalization', notice: 'Logo has been updated successfully.'
+    else
+      render :show
+    end
+  end
+
+  private
+
+  def account_params
+    params.require(:account).permit(:logo, :remove_logo)
   end
 
   def create

app/models/account.rb

@@ -21,6 +21,21 @@ class Account < ApplicationRecord
   attribute :uuid, :string, default: -> { SecureRandom.uuid }
 
   has_many :users, dependent: :destroy
+  has_one_attached :logo do |attachable|
+    attachable.variant :thumb, resize_to_limit: [100, 100]
+  end
+
+  attr_accessor :remove_logo
+
+  after_save :purge_logo, if: :remove_logo?
+
+  def remove_logo?
+    remove_logo.to_s == '1'
+  end
+
+  def purge_logo
+    logo.purge
+  end
   has_many :encrypted_configs, dependent: :destroy
   has_many :account_configs, dependent: :destroy
   has_many :email_messages, dependent: :destroy

app/views/personalization_settings/_logo_form.html.erb

@@ -1 +1,51 @@
-<%= render 'logo_placeholder' %>
+<div class="sm:grid sm:grid-cols-3 sm:gap-4 sm:items-start">
+  <%= form.label :logo, class: 'block text-sm font-medium text-gray-700 sm:mt-px sm:pt-2' %>
+
+  <div class="mt-1 sm:mt-0 sm:col-span-2">
+    <div class="collapse collapse-plus bg-base-200">
+      <input type="checkbox">
+      <div class="collapse-title text-xl font-medium">
+        <div>
+          <%= t('company_logo') %>
+        </div>
+      </div>
+      <div class="collapse-content">
+        <div class="space-y-4">
+          <% if @account.logo.attached? %>
+            <div class="flex items-center space-x-4">
+              <div class="flex-shrink-0">
+                <%= image_tag @account.logo.variant(:thumb), class: "w-16 h-16 object-contain border border-gray-300 rounded" %>
+              </div>
+              <div>
+                <p class="text-sm text-gray-600">Current logo</p>
+              </div>
+            </div>
+          <% end %>
+
+          <div class="form-control">
+            <%= form.label :logo, "Upload Logo", class: "label" %>
+            <%= form.file_field :logo, accept: "image/png,image/jpeg,image/gif,image/svg+xml", class: "file-input file-input-bordered w-full" %>
+            <div class="label">
+              <span class="label-text-alt text-gray-500">
+                <%= t('personalization_settings.logo_form.logo_help_html').html_safe %>
+              </span>
+            </div>
+          </div>
+
+          <% if @account.logo.attached? %>
+            <div class="form-control">
+              <label class="label cursor-pointer justify-start space-x-2">
+                <%= form.check_box :remove_logo, class: "checkbox" %>
+                <span class="label-text"><%= t('personalization_settings.logo_form.remove_logo') %></span>
+              </label>
+            </div>
+          <% end %>
+
+          <div class="form-control pt-2">
+            <%= form.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+</div>

app/views/personalization_settings/show.html.erb

@@ -9,10 +9,9 @@
       <%= render 'documents_copy_email_form' %>
       <%= render 'submitter_completed_email_form' %>
     </div>
-    <p class="text-4xl font-bold mb-4 mt-8">
+    <%= form_with(model: @account, url: '/settings/personalization', method: :patch, html: { class: 'space-y-8' }) do |form| %>
-      <%= t('company_logo') %>
+      <%= render 'logo_form', form: form %>
-    </p>
+    <% end %>
-    <%= render 'logo_form' %>
     <p class="text-4xl font-bold mb-4 mt-8">
       <%= t('submission_form') %>
     </p>

config/locales/i18n.yml

@@ -298,6 +298,10 @@ en: &en
   attach_audit_log_pdf: Attach audit log PDF
   attach_documents: Attach documents
   settings_have_been_saved: Settings have been saved.
+  personalization_settings:
+    logo_form:
+      remove_logo: Remove logo
+      logo_help_html: The logo will be displayed in emails and on the signing page. Use a transparent PNG for best results.
   display_your_company_name_and_logo_when_signing_documents: Display your company name and logo when signing documents.
   profile: Profile
   signature: Signature

config/routes.rb

@@ -178,7 +178,7 @@ Rails.application.routes.draw do
                                defaults: { status: :archived }
     resources :integration_users, only: %i[index], path: 'users/:status', controller: 'users',
                                   defaults: { status: :integration }
-    resource :personalization, only: %i[show create], controller: 'personalization_settings'
+    resource :personalization, only: %i[show create update], controller: 'personalization_settings'
     resources :api, only: %i[index create], controller: 'api_settings'
     resources :webhooks, only: %i[index show new create update destroy], controller: 'webhook_settings' do
       post :resend

lib/submissions/generate_combined_attachment.rb

@@ -22,9 +22,27 @@ module Submissions
         pdf.config['font.map'] = GenerateResultAttachments::PDFA_FONT_MAP
       end
 
+      # Always create a custom signature field to replace the default watermark, regardless of formal signing
+      sig_field = pdf.acro_form(create: true).create_signature_field("DocuSealSignature-#{SecureRandom.hex(4)}")
+      # The widget is placed on the page, but the appearance stream is what matters.
+      # We make it very small and out of the way.
+      widget = sig_field.create_widget(pdf.pages.first, Rect: [0, 0, 5, 5])
+      appearance = widget.create_appearance
+      canvas = appearance.canvas
+      logo = submitter.account.logo
+
+      if logo.attached?
+        logo.blob.open do |tempfile|
+          canvas.image(tempfile.path, at: [2, 1], height: 38)
+        end
+      end
+
+      pdf.pages.first[:Annots] = [] unless pdf.pages.first[:Annots].respond_to?(:<<)
+
       if pkcs
         sign_params = {
           reason: Submissions::GenerateResultAttachments.single_sign_reason(submitter),
+          signature: sig_field,
           **Submissions::GenerateResultAttachments.build_signing_params(submitter, pkcs, tsa_url)
         }
 
@@ -32,8 +50,15 @@ module Submissions
 
         Submissions::GenerateResultAttachments.maybe_enable_ltv(io, sign_params)
       else
+        # Even without formal signing, use the custom signature field to prevent default watermark
+        begin
+          pdf.sign(io, signature: sig_field)
+        rescue StandardError => e
+          # Fallback to regular write if signing fails
+          Rollbar.error(e) if defined?(Rollbar)
           pdf.write(io, incremental: true, validate: true)
         end
+      end
 
       ActiveStorage::Attachment.create!(
         blob: ActiveStorage::Blob.create_and_upload!(

lib/submissions/generate_result_attachments.rb

@@ -627,14 +627,30 @@ module Submissions
 
       sign_reason = fetch_sign_reason(submitter)
 
+      # Always create a custom signature field to replace the default watermark, regardless of formal signing
+      sig_field = pdf.acro_form(create: true).create_signature_field("DocuSealSignature-#{SecureRandom.hex(4)}")
+      # The widget is placed on the page, but the appearance stream is what matters.
+      # We make it very small and out of the way.
+      widget = sig_field.create_widget(pdf.pages.first, Rect: [0, 0, 5, 5])
+      appearance = widget.create_appearance
+      canvas = appearance.canvas
+      logo = submitter.account.logo
+
+      if logo.attached?
+        logo.blob.open do |tempfile|
+          canvas.image(tempfile.path, at: [2, 1], height: 38)
+        end
+      end
+
+      pdf.pages.first[:Annots] = [] unless pdf.pages.first[:Annots].respond_to?(:<<)
+
       if sign_reason && pkcs
         sign_params = {
           reason: sign_reason,
+          signature: sig_field,
           **build_signing_params(submitter, pkcs, tsa_url)
         }
 
-        pdf.pages.first[:Annots] = [] unless pdf.pages.first[:Annots].respond_to?(:<<)
-
         begin
           pdf.sign(io, write_options: { validate: false }, **sign_params)
         rescue HexaPDF::MalformedPDFError => e
@@ -645,6 +661,17 @@ module Submissions
 
         maybe_enable_ltv(io, sign_params)
       else
+        # Even without formal signing, use the custom signature field to prevent default watermark
+        begin
+          pdf.sign(io, signature: sig_field, write_options: { validate: false })
+        rescue HexaPDF::MalformedPDFError => e
+          Rollbar.error(e) if defined?(Rollbar)
+
+          pdf.sign(io, signature: sig_field, write_options: { validate: false, incremental: false })
+        rescue StandardError => e
+          # Fallback to regular write if signing fails
+          Rollbar.error(e) if defined?(Rollbar)
+          
           begin
             pdf.write(io, incremental: true, validate: false)
           rescue HexaPDF::MalformedPDFError => e
@@ -653,6 +680,7 @@ module Submissions
             pdf.write(io, incremental: false, validate: false)
           end
         end
+      end
 
       ActiveStorage::Attachment.new(
         blob: ActiveStorage::Blob.create_and_upload!(io: io.tap(&:rewind), filename: "#{name}.pdf"),