invite party via field

app/controllers/api/submissions_controller.rb

@@ -172,7 +172,10 @@ module Api
         Submissions::NormalizeParamUtils.save_default_value_attachments!(attachments, submitters)
 
         submitters.each do |submitter|
-          SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request) if submitter.completed_at?
+          if submitter.completed_at?
+            Submitters::SubmitValues.maybe_invite_via_field(submitter, request)
+            SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request)
+          end
         end
 
         submissions

app/controllers/api/submitters_controller.rb

@@ -34,6 +34,7 @@ module Api
       render json: Submitters::SerializeForApi.call(@submitter, with_template: true, with_events: true, params:)
     end
 
+    # rubocop:disable Metrics/MethodLength
     def update
       if @submitter.completed_at?
         return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
@@ -60,7 +61,10 @@ module Api
 
         @submitter.submission.save!
 
-        SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request) if @submitter.completed_at?
+        if @submitter.completed_at?
+          Submitters::SubmitValues.maybe_invite_via_field(@submitter, request)
+          SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request)
+        end
       end
 
       if @submitter.completed_at?
@@ -78,6 +82,7 @@ module Api
 
       render json: { error: e.message }, status: :unprocessable_content
     end
+    # rubocop:enable Metrics/MethodLength
 
     def submitter_params
       submitter_params = params.key?(:submitter) ? params.require(:submitter) : params

app/controllers/api/templates_controller.rb

@@ -107,7 +107,8 @@ module Api
         :external_id,
         :shared_link,
         {
-          submitters: [%i[name uuid is_requester invite_by_uuid optional_invite_by_uuid linked_to_uuid email order]],
+          submitters: [%i[name uuid is_requester invite_by_uuid invite_via_field_uuid
+                          optional_invite_by_uuid linked_to_uuid email order]],
           fields: [[:uuid, :submitter_uuid, :name, :type,
                     :required, :readonly, :default_value,
                     :title, :description, :prefillable,

app/controllers/submit_form_invite_controller.rb

@@ -19,7 +19,9 @@ class SubmitFormInviteController < ApplicationController
         next unless attrs
         next if attrs[:email].blank?
 
-        submitter.submission.submitters.create!(**attrs, account_id: submitter.account_id)
+        email = Submissions.normalize_email(attrs[:email])
+
+        submitter.submission.submitters.create!(uuid: attrs[:uuid], email:, account_id: submitter.account_id)
 
         SubmissionEvents.create_with_tracking_data(submitter, 'invite_party', request, { uuid: submitter.uuid })
       end

app/controllers/templates_controller.rb

@@ -97,7 +97,8 @@ class TemplatesController < ApplicationController
       :name,
       { schema: [[:attachment_uuid, :google_drive_file_id, :name,
                   { conditions: [%i[field_uuid value action operation]] }]],
-        submitters: [%i[name uuid is_requester linked_to_uuid invite_by_uuid optional_invite_by_uuid email order]],
+        submitters: [%i[name uuid is_requester linked_to_uuid invite_via_field_uuid
+                        invite_by_uuid optional_invite_by_uuid email order]],
         fields: [[:uuid, :submitter_uuid, :name, :type,
                   :required, :readonly, :default_value,
                   :title, :description, :prefillable,

app/controllers/templates_recipients_controller.rb

@@ -22,7 +22,7 @@ class TemplatesRecipientsController < ApplicationController
 
   def submitters_params
     permit_params = { submitters: [%i[name uuid is_requester optional_invite_by_uuid
-                                      invite_by_uuid linked_to_uuid email option order]] }
+                                      invite_by_uuid invite_via_field_uuid linked_to_uuid email option order]] }
 
     params.require(:template).permit(permit_params).fetch(:submitters, {}).values.filter_map do |s|
       next if s[:uuid].blank?
@@ -36,6 +36,7 @@ class TemplatesRecipientsController < ApplicationController
       s[:order] = s[:order].to_i if s[:order].present?
       s.delete(:invite_by_uuid) if s[:invite_by_uuid].blank?
       s.delete(:optional_invite_by_uuid) if s[:optional_invite_by_uuid].blank?
+      s.delete(:invite_via_field_uuid) if s[:invite_via_field_uuid].blank?
 
       normalize_option_value(s)
     end
@@ -53,6 +54,7 @@ class TemplatesRecipientsController < ApplicationController
         attrs.delete(:email)
         attrs.delete(:linked_to_uuid)
         attrs.delete(:invite_by_uuid)
+        attrs.delete(:invite_via_field_uuid)
         attrs.delete(:optional_invite_by_uuid)
       when /\Alinked_to_(.*)\z/
         attrs[:linked_to_uuid] = ::Regexp.last_match(-1)

app/views/submissions/_detailed_form.html.erb

@@ -1,6 +1,6 @@
 <% has_phone_field = false %>
 <%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
-  <% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? } %>
+  <% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? || e['invite_via_field_uuid'].present? } %>
   <dynamic-list class="space-y-4">
     <div class="space-y-4">
       <div class="card card-compact bg-base-300/40" data-targets="dynamic-list.items">

app/views/submissions/_email_form.html.erb

@@ -1,5 +1,5 @@
 <%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
-  <% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? } %>
+  <% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? || e['invite_via_field_uuid'].present? } %>
   <% if submitters.size == 1 %>
     <submitter-item class="form-control">
       <emails-textarea data-bulk-enabled="<%= Docuseal.demo? || !Docuseal.multitenant? || can?(:manage, :bulk_send) %>" data-limit="<%= Docuseal.multitenant? ? (can?(:manage, :bulk_send) ? 40 : 1) : nil %>">

app/views/submissions/_phone_form.html.erb

@@ -1,5 +1,5 @@
 <%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
-  <% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? } %>
+  <% submitters = template.submitters.reject { |e| e['invite_by_uuid'].present? || e['optional_invite_by_uuid'].present? || e['invite_via_field_uuid'].present? } %>
   <dynamic-list class="space-y-4">
     <div class="space-y-4">
       <div class="card card-compact bg-base-300/40" data-targets="dynamic-list.items">

app/views/templates_preferences/_recipients.html.erb

@@ -7,8 +7,8 @@
   <div class="space-y-3 divide-y">
     <% template.submitters.each_with_index do |submitter, index| %>
       <div class="<%= 'pt-3' if index.positive? %>">
-        <%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :optional_invite_by_uuid, :linked_to_uuid, :order, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'optional_invite_by_uuid', 'linked_to_uuid', 'order')), index: do |ff| %>
+        <%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :invite_by_uuid, :invite_via_field_uuid, :optional_invite_by_uuid, :linked_to_uuid, :order, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'invite_by_uuid', 'invite_via_field_uuid', 'optional_invite_by_uuid', 'linked_to_uuid', 'order')), index: do |ff| %>
-          <% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : '')))) %>
+          <% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : (item.invite_by_uuid.present? ? "invite_by_#{item.invite_by_uuid}" : (item.optional_invite_by_uuid.present? ? "optional_invite_by_#{item.optional_invite_by_uuid}" : (item.invite_via_field_uuid.present? ? 'invite_via_field' : ''))))) %>
           <%= ff.hidden_field :uuid %>
           <div class="form-control">
             <div class="flex justify-between">
@@ -28,10 +28,16 @@
             <% if template.submitters.size == 2 %>
               <%= tag.input name: ff.field_name(:email), value: ff.object.email, type: :email, class: 'base-input', multiple: true, autocomplete: 'off', placeholder: t('default_email'), disabled: ff.object.is_requester || ff.object.invite_by_uuid.present? || ff.object.optional_invite_by_uuid.present?, id: field_uuid = SecureRandom.uuid %>
             <% else %>
+              <% invite_fields = template.fields.select { |field| field['name'].present? && field['submitter_uuid'] != submitter['uuid'] } %>
               <toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
-                <%= ff.select :option, [[t('not_specified'), 'not_set'], (local_assigns[:with_submission_requester] == false ? nil : [t('submission_requester'), 'is_requester']), [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }].compact, {}, class: 'base-select mb-3' %>
+                <toggle-attribute data-target-id="<%= invite_field_wrapper_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="invite_via_field">
+                  <%= ff.select :option, [[t('not_specified'), 'not_set'], (local_assigns[:with_submission_requester] == false ? nil : [t('submission_requester'), 'is_requester']), [t('specified_email'), 'email'], *(template.submitters - [submitter]).flat_map { |e| [[t('invite_by_name', name: e['name']), "invite_by_#{e['uuid']}"], [t('invite_by_name', name: e['name']) + " (#{t(:optional).capitalize})", "optional_invite_by_#{e['uuid']}"]] }, *(template.submitters - [submitter]).map { |e| [t('same_as_name', name: e['name']), "linked_to_#{e['uuid']}"] }, (invite_fields.present? ? [t('invite_via_form_field'), 'invite_via_field'] : nil)].compact, {}, class: 'base-select mb-3' %>
+                </toggle-attribute>
               </toggle-attribute>
               <%= tag.input name: ff.field_name(:email), type: :email, value: ff.object.email, multiple: true, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: t('default_email'), id: email_field_uuid %>
+              <disable-hidden id="<%= invite_field_wrapper_uuid %>" class="<%= 'hidden' if item.option != 'invite_via_field' %>">
+                <%= select_tag ff.field_name(:invite_via_field_uuid), options_for_select(invite_fields.map { |field| [field['name'], field['uuid']] }, item.invite_via_field_uuid), prompt: t(:select_field), class: 'base-select',required: true %>
+              </disable-hidden>
             <% end %>
           </div>
           <% if template.submitters.size == 2 %>

config/locales/i18n.yml

@@ -500,6 +500,7 @@ en: &en
   submission_requester: Submission requester
   specified_email: Specified email
   invite_by_name: 'Invite by %{name}'
+  invite_via_form_field: Invite via Form Field
   same_as_name: 'Same as %{name}'
   default_email: Default Email
   processing: Processing
@@ -1490,6 +1491,7 @@ es: &es
   submission_requester: Solicitante del envío
   specified_email: Correo electrónico especificado
   invite_by_name: 'Invitar por %{name}'
+  invite_via_form_field: Invitar a través de campo del formulario
   same_as_name: 'Igual que %{name}'
   default_email: Correo electrónico predeterminado
   processing: Procesando
@@ -2477,6 +2479,7 @@ it: &it
   submission_requester: "Richiedente dell'invio"
   specified_email: Email specificata
   invite_by_name: 'Invito da %{name}'
+  invite_via_form_field: Invito tramite campo del modulo
   same_as_name: 'Uguale a %{name}'
   default_email: Email predefinita
   processing: Elaborazione in corso
@@ -3465,6 +3468,7 @@ fr: &fr
   submission_requester: Demandeur de soumission
   specified_email: E‑mail spécifié
   invite_by_name: Inviter par %{name}
+  invite_via_form_field: Inviter via champ du formulaire
   same_as_name: Identique à %{name}
   default_email: E‑mail par défaut
   processing: Traitement en cours
@@ -4449,6 +4453,7 @@ pt: &pt
   submission_requester: Solicitante de submissão
   specified_email: E-mail especificado
   invite_by_name: 'Convidado por %{name}'
+  invite_via_form_field: Convidar via campo do formulário
   same_as_name: 'Igual a %{name}'
   default_email: E-mail padrão
   processing: Processando
@@ -5436,6 +5441,7 @@ de: &de
   submission_requester: Anfragende Person
   specified_email: Angegebene E-Mail
   invite_by_name: 'Einladung von %{name}'
+  invite_via_form_field: Einladung über Formularfeld
   same_as_name: 'Gleich wie %{name}'
   default_email: Standard-E-Mail
   processing: Verarbeitung
@@ -6812,6 +6818,7 @@ nl: &nl
   submission_requester: Aanvrager van inzending
   specified_email: Opgegeven e-mail
   invite_by_name: Uitnodigen door %{name}
+  invite_via_form_field: Uitnodigen via formulierveld
   same_as_name: Zelfde als %{name}
   default_email: Standaard e-mail
   processing: Verwerken

lib/submissions/create_from_submitters.rb

@@ -56,7 +56,9 @@ module Submissions
             template_submitter = template_submitters.find { |e| e['uuid'] == uuid }
           end
 
-          template_submitter = template_submitter.except('optional_invite_by_uuid', 'invite_by_uuid')
+          template_submitter = template_submitter.except('optional_invite_by_uuid', 'invite_by_uuid',
+                                                         'invite_via_field_uuid')
+
           template_submitter['order'] = submitter_attrs['order'] if submitter_attrs['order'].present?
 
           submission.template_submitters << template_submitter
@@ -113,7 +115,10 @@ module Submissions
           item = item.merge('invite_by_uuid' => invite_by_uuid) if invite_by_uuid
         end
 
-        next if item['invite_by_uuid'].blank? && item['optional_invite_by_uuid'].blank?
+        next if item['invite_by_uuid'].blank? &&
+                item['optional_invite_by_uuid'].blank? &&
+                item['invite_via_field_uuid'].blank?
+
         next if submission.template_submitters.any? { |e| e['uuid'] == item['uuid'] }
 
         item = item.merge('order' => submitter_attr['order']) if submitter_attr && submitter_attr['order'].present?

lib/submitters/submit_values.rb

@@ -6,6 +6,7 @@ module Submitters
     RequiredFieldError = Class.new(StandardError)
 
     VARIABLE_REGEXP = /\{\{?(\w+)\}\}?/
+    PHONE_REGEXP = /[+\d()\s-]+/
     NONEDITABLE_FIELD_TYPES = %w[stamp heading strikethrough].freeze
 
     STRFTIME_MAP = {
@@ -52,7 +53,11 @@ module Submitters
           ActiveStorage::Attachment.where(uuid: touch_attachment_uuid, record: submitter).touch_all(:created_at)
         end
 
-        SubmissionEvents.create_with_tracking_data(submitter, 'complete_form', request) if params[:completed] == 'true'
+        if params[:completed] == 'true'
+          maybe_invite_via_field(submitter, request)
+
+          SubmissionEvents.create_with_tracking_data(submitter, 'complete_form', request)
+        end
 
         submitter.save!
       end
@@ -405,6 +410,47 @@ module Submitters
       end
     end
 
+    def maybe_invite_via_field(submitter, request)
+      submission = submitter.submission
+
+      is_invited = false
+
+      submission.template_submitters.each do |s|
+        field_uuid = s['invite_via_field_uuid']
+
+        next if field_uuid.blank?
+
+        field = submission.template_fields.find { |e| e['uuid'] == field_uuid }
+
+        next unless field
+        next unless field['submitter_uuid'] == submitter.uuid
+
+        next if submission.submitters.exists?(uuid: s['uuid'])
+
+        value = submitter.values[field_uuid]
+
+        next if value.blank?
+
+        if value.include?('@')
+          email = Submissions.normalize_email(value)
+        elsif value.match?(PHONE_REGEXP)
+          phone = value.gsub(/[^+\d]/, '')
+        end
+
+        next if email.blank? && phone.blank?
+
+        submission.submitters.create!(uuid: s['uuid'], email:, phone:, account_id: submitter.account_id)
+
+        SubmissionEvents.create_with_tracking_data(submitter, 'invite_party', request, { uuid: submitter.uuid })
+
+        is_invited = true
+      end
+
+      submission.update!(submitters_order: :preserved) if is_invited
+
+      submitter
+    end
+
     def validate_value!(_value, field, _params, submitter, _request)
       if field['readonly'] == true
         Rollbar.warning("Readonly field #{submitter.id}: #{field['uuid']}") if defined?(Rollbar)

lib/templates.rb

@@ -72,6 +72,7 @@ module Templates
   def filter_undefined_submitters(template_submitters)
     template_submitters.to_a.select do |item|
       item['invite_by_uuid'].blank? && item['optional_invite_by_uuid'].blank? &&
+        item['invite_via_field_uuid'].blank? &&
         item['linked_to_uuid'].blank? && item['is_requester'].blank? && item['email'].blank?
     end
   end

lib/templates/clone.rb

@@ -4,7 +4,7 @@ module Templates
   module Clone
     module_function
 
-    # rubocop:disable Metrics, Style/CombinableLoops
+    # rubocop:disable Metrics
     def call(original_template, author:, external_id: nil, name: nil, folder_name: nil)
       template = original_template.account.templates.new
 
@@ -49,20 +49,6 @@ module Templates
         submitter['uuid'] = new_submitter_uuid
       end
 
-      cloned_submitters.each do |submitter|
-        if submitter['optional_invite_by_uuid'].present?
-          submitter['optional_invite_by_uuid'] = submitter_uuids_replacements[submitter['optional_invite_by_uuid']]
-        end
-
-        if submitter['invite_by_uuid'].present?
-          submitter['invite_by_uuid'] = submitter_uuids_replacements[submitter['invite_by_uuid']]
-        end
-
-        if submitter['linked_to_uuid'].present?
-          submitter['linked_to_uuid'] = submitter_uuids_replacements[submitter['linked_to_uuid']]
-        end
-      end
-
       cloned_preferences['submitters'].to_a.each do |submitter|
         submitter['uuid'] = submitter_uuids_replacements[submitter['uuid']]
       end
@@ -97,8 +83,26 @@ module Templates
         end
       end
 
+      cloned_submitters.each do |submitter|
+        if submitter['optional_invite_by_uuid'].present?
+          submitter['optional_invite_by_uuid'] = submitter_uuids_replacements[submitter['optional_invite_by_uuid']]
+        end
+
+        if submitter['invite_by_uuid'].present?
+          submitter['invite_by_uuid'] = submitter_uuids_replacements[submitter['invite_by_uuid']]
+        end
+
+        if submitter['linked_to_uuid'].present?
+          submitter['linked_to_uuid'] = submitter_uuids_replacements[submitter['linked_to_uuid']]
+        end
+
+        if submitter['invite_via_field_uuid'].present?
+          submitter['invite_via_field_uuid'] = field_uuids_replacements[submitter['invite_via_field_uuid']]
+        end
+      end
+
       [cloned_submitters, cloned_fields, cloned_schema, cloned_preferences]
     end
-    # rubocop:enable Metrics, Style/CombinableLoops
+    # rubocop:enable Metrics
   end
 end