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docuseal
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better sign yourself flow

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pull/150/merge
Pete Matsyburka 2 years ago
parent 7510e0cb6b
commit e67854fe56
13 changed files with 101 additions and 51 deletions
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5
app/controllers/application_controller.rb
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@ -44,8 +44,9 @@ class ApplicationController < ActionController::Base
redirect_to setup_index_path unless User.exists?
end
def button_title(title: 'Submit', disabled_with: 'Submitting', icon: nil, icon_disabled: nil)
render_to_string(partial: 'shared/button_title', locals: { title:, disabled_with:, icon:, icon_disabled: })
def button_title(title: 'Submit', disabled_with: 'Submitting', title_class: '', icon: nil, icon_disabled: nil)
render_to_string(partial: 'shared/button_title',
locals: { title:, disabled_with:, title_class:, icon:, icon_disabled: })
end
def svg_icon(icon_name, class: '')

26
app/javascript/template_builder/builder.vue
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@ -8,7 +8,7 @@
class="flex justify-between py-1.5 items-center pr-4 sticky top-0 z-10"
:style="{ backgroundColor }"
>
<div class="flex space-x-3">
<div class="flex items-center space-x-3">
<a
v-if="withLogo"
href="/"
@ -19,7 +19,7 @@
v-if="withTitle"
:model-value="template.name"
:editable="editable"
class="text-3xl font-semibold focus:text-clip"
class="text-xl md:text-3xl font-semibold focus:text-clip"
:icon-stroke-width="2.3"
@update:model-value="updateName"
/>
@ -30,10 +30,25 @@
name="buttons"
/>
<template v-else>
<a
:href="template.submitters.length > 1 ? `/templates/${template.id}/submissions/new?selfsign=true` : `/d/${template.slug}`"
class="btn btn-primary btn-ghost text-base hidden md:flex"
:target="template.submitters.length > 1 ? '' : '_blank'"
:data-turbo-frame="template.submitters.length > 1 ? 'modal' : ''"
@click="maybeShowEmptyTemplateAlert"
>
<IconWritingSign
width="20"
class="inline"
/>
<span class="hidden md:inline">
Sign Yourself
</span>
</a>
<a
:href="`/templates/${template.id}/submissions/new`"
data-turbo-frame="modal"
class="btn btn-primary text-base"
class="white-button md:!px-6"
@click="maybeShowEmptyTemplateAlert"
>
<IconUsersPlus
@ -41,7 +56,7 @@
class="inline"
/>
<span class="hidden md:inline">
Recipients
Send
</span>
</a>
<button
@ -255,7 +270,7 @@ import Contenteditable from './contenteditable'
import DocumentPreview from './preview'
import DocumentControls from './controls'
import FieldType from './field_type'
import { IconUsersPlus, IconDeviceFloppy, IconInnerShadowTop, IconPlus, IconX } from '@tabler/icons-vue'
import { IconUsersPlus, IconDeviceFloppy, IconWritingSign, IconInnerShadowTop, IconPlus, IconX } from '@tabler/icons-vue'
import { v4 } from 'uuid'
import { ref, computed } from 'vue'
@ -269,6 +284,7 @@ export default {
IconPlus,
FieldType,
IconX,
IconWritingSign,
Logo,
Dropzone,
DocumentPreview,

2
app/views/dashboard/index.html.erb
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@ -8,7 +8,7 @@
<% end %>
<% if can?(:create, ::Template) %>
<%= render 'templates/upload_button' %>
<%= link_to new_template_path, class: 'btn btn-primary text-base btn-md gap-2', data: { turbo_frame: :modal } do %>
<%= link_to new_template_path, class: 'white-button !border gap-2', data: { turbo_frame: :modal } do %>
<%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
<span class="hidden md:block">Create</span>
<% end %>

4
app/views/shared/_button_title.html.erb
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@ -2,13 +2,13 @@
<span class="flex items-center justify-center space-x-2">
<%= icon %>
<% if title %>
<span><%= title %></span>
<span class="<%= local_assigns[:title_class] %>"><%= title %></span>
<% end %>
</span>
</span>
<span class="disabled">
<span class="flex items-center justify-center space-x-2">
<%= local_assigns[:icon_disabled] || svg_icon('loader', class: 'w-5 h-5 animate-spin') %>
<span><%= disabled_with %>...</span>
<span class="<%= local_assigns[:title_class] %>"><%= disabled_with %>...</span>
</span>
</span>

16
app/views/submissions/_detailed_form.html.erb
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@ -9,7 +9,7 @@
</a>
</div>
<div class="grid <%= 'md:grid-cols-2' if template.submitters.size > 1 %> gap-4">
<% template.submitters.each do |item| %>
<% template.submitters.each_with_index do |item, index| %>
<submitter-item class="form-control">
<% if template.submitters.size > 1 %>
<label class="label pt-0 pb-1 text-xs">
@ -18,11 +18,11 @@
<% end %>
<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
<submitters-autocomplete data-field="name">
<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Name" required>
<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Name" required value="<%= params[:selfsign] && index.zero? ? current_user.full_name : '' %>">
</submitters-autocomplete>
<div class="grid <%= 'md:grid-cols-2 gap-1' if template.submitters.size == 1 %>">
<submitters-autocomplete data-field="email">
<input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Email (optional)">
<input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Email (optional)" value="<%= params[:selfsign] && index.zero? ? current_user.email : '' %>">
</submitters-autocomplete>
<submitters-autocomplete data-field="phone">
<input type="tel" pattern="^\+[0-9\s\-]+$" oninvalid="this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''" oninput="this.setCustomValidity('')" name="submission[1][submitters][][phone]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Phone (optional)">
@ -34,10 +34,12 @@
</div>
</div>
</div>
<a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
<%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
<span>Add New</span>
</a>
<% if params[:selfsign].blank? %>
<a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
<%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
<span>Add New</span>
</a>
<% end %>
</dynamic-list>
<div>
<%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>

14
app/views/submissions/_email_form.html.erb
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@ -18,14 +18,14 @@
</a>
</div>
<div class="grid md:grid-cols-2 gap-4">
<% template.submitters.each do |item| %>
<% template.submitters.each_with_index do |item, index| %>
<submitter-item class="form-control">
<label class="label pt-0 pb-1 text-xs">
<span class="label-text"> <%= item['name'] %></span>
</label>
<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
<submitters-autocomplete data-field="email">
<input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Email" required>
<input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Email" required value="<%= params[:selfsign] && index.zero? ? current_user.email : '' %>">
</submitters-autocomplete>
</submitter-item>
<% end %>
@ -33,10 +33,12 @@
</div>
</div>
</div>
<a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
<%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
<span>Add New</span>
</a>
<% if params[:selfsign].blank? %>
<a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
<%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
<span>Add New</span>
</a>
<% end %>
</dynamic-list>
<% end %>
<div>

16
app/views/submissions/_phone_form.html.erb
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@ -9,7 +9,7 @@
</a>
</div>
<div class="grid <%= template.submitters.size > 1 ? 'md:grid-cols-2 gap-4' : 'gap-1' %>">
<% template.submitters.each do |item| %>
<% template.submitters.each_with_index do |item, index| %>
<submitter-item class="grid <%= template.submitters.size > 1 ? 'gap-4' : 'md:grid-cols-2 gap-1' %>">
<div class="form-control">
<% if template.submitters.size > 1 %>
@ -23,14 +23,14 @@
</submitters-autocomplete>
<% if template.submitters.size > 1 %>
<submitters-autocomplete data-field="name">
<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Name (optional)">
<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Name (optional)" value="<%= params[:selfsign] && index.zero? ? current_user.full_name : '' %>">
</submitters-autocomplete>
<% end %>
</div>
<% if template.submitters.size == 1 %>
<div class="form-control flex">
<submitters-autocomplete data-field="name">
<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Name (optional)">
<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Name (optional)" value="<%= params[:selfsign] && index.zero? ? current_user.full_name : '' %>">
</submitters-autocomplete>
</div>
<% end %>
@ -40,10 +40,12 @@
</div>
</div>
</div>
<a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
<%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
<span>Add New</span>
</a>
<% if params[:selfsign].blank? %>
<a href="#" class="btn btn-primary btn-sm w-full flex items-center justify-center" data-action="click:dynamic-list#addItem">
<%= svg_icon('user_plus', class: 'w-4 h-4 stroke-2') %>
<span>Add New</span>
</a>
<% end %>
</dynamic-list>
<div>
<%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>

2
app/views/submissions/new.html.erb
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@ -1,4 +1,4 @@
<%= render 'shared/turbo_modal', title: 'Add New Recipients' do %>
<%= render 'shared/turbo_modal', title: params[:selfsign] ? 'Add Recipients' : 'Add New Recipients' do %>
<% options = [['via Email', 'email'], ['via Phone', 'phone'], ['Detailed', 'detailed']] %>
<toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center mt-4 block">
<div class="join">

2
app/views/submissions/show.html.erb
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@ -55,7 +55,7 @@
<% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
<% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.uuid, "#{index}.jpg")) %>
<div id="<%= "page-#{document.uuid}-#{index}" %>" class="relative">
<img loading="lazy" src="<%= page.url %>" width="<%= page.metadata['width'] %>" class="shadow-md mb-4" height="<%= page.metadata['height'] %>">
<img loading="lazy" src="<%= page.url %>" width="<%= page.metadata['width'] %>" class="border rounded mb-4" height="<%= page.metadata['height'] %>">
<div class="top-0 bottom-0 left-0 right-0 absolute">
<% document_annots_index[index]&.each do |annot| %>
<%= render 'submissions/annotation', annot: %>

26
app/views/templates/_submission.html.erb
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@ -35,7 +35,18 @@
</button>
</form>
<% else %>
<%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-sm btn-neutral text-white md:w-36 flex', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
<% if current_user.email == submitter.email %>
<form data-turbo="false" method="get" action="<%= submit_form_url(slug: submitter.slug) %>">
<button onclick="event.stopPropagation()" class="btn btn-sm btn-neutral btn-outline bg-white md:w-36 flex">
<span class="flex items-center justify-center space-x-2">
<%= svg_icon('writing_sign', class: 'w-4 h-4 stroke-2') %>
<span class="hidden md:inline">Sign now</span>
</span>
</button>
</form>
<% else %>
<%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-sm btn-neutral text-white md:w-36 flex', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
<% end %>
<% end %>
<span class="btn btn-outline btn-sm w-20 md:w-24">View</span>
<% if !submission.deleted_at? && can?(:destroy, submission) %>
@ -85,7 +96,18 @@
</form>
<% elsif !is_submission_completed %>
<div class="flex items-center space-x-3">
<%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-xs text-xs btn-neutral text-white md:w-36 flex', icon_class: 'w-4 h-4 text-white', copy_title: 'Copy Link' %>
<% if current_user.email == submitter.email %>
<form data-turbo="false" method="get" action="<%= submit_form_url(slug: submitter.slug) %>">
<button onclick="event.stopPropagation()" class="btn btn-xs btn-outline btn-neutral bg-white md:w-36">
<span class="flex items-center justify-center space-x-2">
<%= svg_icon('writing_sign', class: 'w-4 h-4 stroke-2') %>
<span class="hidden md:inline">Sign now</span>
</span>
</button>
</form>
<% else %>
<%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-xs text-xs btn-neutral text-white md:w-36 flex', icon_class: 'w-4 h-4 text-white', copy_title: 'Copy Link' %>
<% end %>
</div>
<% end %>
</div>

9
app/views/templates/_title.html.erb
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@ -14,7 +14,7 @@
</span>
</a>
<% if can?(:update, template) %>
<span class="pl-1 tooltip tooltip-right opacity-0 hover:opacity-100 peer-hover:opacity-100" data-tip="Move">
<span class="pl-1 tooltip tooltip-right md:opacity-0 hover:opacity-100 peer-hover:opacity-100" data-tip="Move">
<a href="<%= edit_template_folder_path(template.id) %>" data-turbo-frame="modal">
<%= svg_icon('pencil_share', class: 'w-5 h-5') %>
</a>
@ -23,13 +23,16 @@
</div>
</div>
<div class="flex md:justify-between space-x-2 flex-none pt-1">
<% if template.submitters.to_a.size == 1 && !template.deleted_at? %>
<%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'btn btn-sm btn-neutral text-white', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Link', copied_title: 'Copied', copy_title_md: 'Link', copied_title_md: 'Copied' %>
<% end %>
<% if !template.deleted_at? && can?(:destroy, template) %>
<%= button_to button_title(title: 'Remove', disabled_with: 'Removing', icon: svg_icon('trash', class: 'w-6 h-6')), template_path(template), class: 'btn btn-outline btn-sm', method: :delete, data: { turbo_confirm: 'Are you sure?' } %>
<%= button_to button_title(title: 'Remove', disabled_with: 'Removing', title_class: 'hidden md:inline', icon: svg_icon('trash', class: 'w-6 h-6')), template_path(template), class: 'btn btn-outline btn-sm', method: :delete, data: { turbo_confirm: 'Are you sure?' } %>
<% end %>
<% if can?(:create, template) %>
<%= link_to new_template_path(base_template_id: template.id), class: 'btn btn-outline btn-sm', data: { turbo_frame: :modal } do %>
<%= svg_icon('copy', class: 'w-6 h-6') %>
<span>Clone</span>
<span class="hidden md:inline">Clone</span>
<% end %>
<% end %>
<% if !template.deleted_at? && can?(:update, template) %>

2
app/views/templates/new.html.erb
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@ -4,7 +4,7 @@
<%= hidden_field_tag :base_template_id, @base_template.id %>
<% end %>
<div class="form-control mt-6">
<%= f.text_field :name, required: true, placeholder: 'Document Template Name', class: 'base-input' %>
<%= f.text_field :name, required: true, placeholder: 'Document Name', class: 'base-input' %>
</div>
<div class="mt-3 mb-4 flex items-center justify-between">
<a href="#" onclick="[event.preventDefault(), window.folder_name.focus()]">

28
app/views/templates/show.html.erb
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@ -1,23 +1,18 @@
<%= render 'title', template: @template %>
<% is_show_tabs = @pagy.pages > 1 || params[:status].present? %>
<% if !@pagy.count.zero? || @template.submitters.to_a.size == 1 || params[:q].present? %>
<% if !@pagy.count.zero? || params[:q].present? %>
<div class="flex justify-between md:items-end flex-col md:flex-row <%= is_show_tabs ? 'mb-4' : 'mb-6' %>">
<p class="text-3xl font-bold">Submissions</p>
<div class="flex md:space-x-2 mt-3 md:mt-0">
<div class="flex justify-end space-x-2 mt-3 md:mt-0">
<% if params[:q].present? || params[:status].present? || @pagy.pages > 1 %>
<%= render 'shared/search_input' %>
<% end %>
<%= link_to new_template_submissions_export_path(@template), class: 'order-3 md:order-1 btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
<%= link_to new_template_submissions_export_path(@template), class: 'btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
<%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>
<span>Export</span>
<% end %>
<% if @template.submitters.to_a.size == 1 && !@template.deleted_at? %>
<span class="order-1">
<%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Share Link', copied_title: 'Copied to Clipboard', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
</span>
<% end %>
<% if !@template.deleted_at? && can?(:create, Submission) %>
<%= link_to new_template_submission_path(@template), class: 'order-1 btn btn-primary text-base', data: { turbo_frame: 'modal' } do %>
<%= link_to new_template_submission_path(@template), class: 'white-button !border', data: { turbo_frame: 'modal' } do %>
<%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
<span>Add <span class="hidden md:inline">Recipients</span></span>
<% end %>
@ -85,12 +80,19 @@
<% if can?(:create, Submission) %>
<%= link_to new_template_submission_path(@template), class: 'base-button mt-6', data: { turbo_frame: 'modal' } do %>
<%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
<span class="mr-1">Add Recipients</span>
<span class="mr-1">Send to Recipients</span>
<% end %>
<% end %>
<%= link_to start_form_url(slug: @template.slug), class: 'white-button mt-6', target: '_blank', rel: 'noopener' do %>
<%= svg_icon('writing', class: 'w-6 h-6') %>
<span class="mr-1">Sign it Yourself</span>
<% if @template.submitters.size == 1 %>
<%= link_to start_form_url(slug: @template.slug), class: 'white-button mt-6', target: '_blank', rel: 'noopener' do %>
<%= svg_icon('writing', class: 'w-6 h-6') %>
<span class="mr-1">Sign it Yourself</span>
<% end %>
<% else %>
<%= link_to new_template_submission_path(@template, selfsign: true), class: 'white-button mt-6', data: { turbo_frame: 'modal' } do %>
<%= svg_icon('writing', class: 'w-6 h-6') %>
<span class="mr-1">Sign it Yourself</span>
<% end %>
<% end %>
<% end %>
</div>

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