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customize template email per party

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pull/440/head
Pete Matsyburka 9 months ago
parent 96e4733f87
commit fc4b4de6ed
8 changed files with 193 additions and 34 deletions
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4
app/controllers/templates_preferences_controller.rb
Unescape View File

@ -28,8 +28,10 @@ class TemplatesPreferencesController < ApplicationController
submitters_order
completed_notification_email_subject completed_notification_email_body
completed_notification_email_enabled completed_notification_email_attach_audit] +
[completed_message: %i[title body]]
[completed_message: %i[title body],
submitters: [%i[uuid request_email_subject request_email_body]]]
).tap do |attrs|
attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'
attrs[:preferences] = attrs[:preferences].transform_values do |value|
if %w[true false].include?(value)
value == 'true'

24
app/javascript/elements/autoresize_textarea.js
Unescape View File

@ -3,6 +3,8 @@ export default class extends HTMLElement {
this.resize()
this.textarea.addEventListener('input', () => this.resize())
this.observeVisibility()
}
resize () {
@ -11,6 +13,28 @@ export default class extends HTMLElement {
}
}
observeVisibility () {
this.observer = new IntersectionObserver(
(entries) => {
entries.forEach((entry) => {
if (entry.isIntersecting) {
this.resize()
this.observer.unobserve(this.textarea)
}
})
},
{
threshold: 0.1
}
)
this.observer.observe(this.textarea)
}
disconnectedCallback () {
this.observer.unobserve(this.textarea)
}
get textarea () {
return this.querySelector('textarea')
}

39
app/mailers/submitter_mailer.rb
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@ -14,8 +14,20 @@ class SubmitterMailer < ApplicationMailer
@email_message = submitter.account.email_messages.find_by(uuid: submitter.preferences['email_message_uuid'])
end
@body = @email_message&.body.presence || @submitter.template.preferences['request_email_body'].presence
@subject = @email_message&.subject.presence || @submitter.template.preferences['request_email_subject'].presence
template_submitters_index =
if @email_message.blank?
build_submitter_preferences_index(@submitter)
else
{}
end
@body = @email_message&.body.presence ||
template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
@submitter.template.preferences['request_email_body'].presence
@subject = @email_message&.subject.presence ||
template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence ||
@submitter.template.preferences['request_email_subject'].presence
@email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
@ -24,14 +36,7 @@ class SubmitterMailer < ApplicationMailer
reply_to = build_submitter_reply_to(@submitter)
I18n.with_locale(@current_account.locale) do
subject =
if @email_config || @subject
ReplaceEmailVariables.call(@subject || @email_config.value['subject'], submitter:)
elsif @submitter.with_signature_fields?
I18n.t(:you_are_invited_to_sign_a_document)
else
I18n.t(:you_are_invited_to_submit_a_form)
end
subject = build_invite_subject(@subject, @email_config, submitter)
mail(
to: @submitter.friendly_name,
@ -196,6 +201,20 @@ class SubmitterMailer < ApplicationMailer
user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name
end
def build_invite_subject(subject, email_config, submitter)
if email_config || subject
ReplaceEmailVariables.call(subject || email_config.value['subject'], submitter:)
elsif submitter.with_signature_fields?
I18n.t(:you_are_invited_to_sign_a_document)
else
I18n.t(:you_are_invited_to_submit_a_form)
end
end
def build_submitter_preferences_index(submitter)
submitter.template.preferences['submitters'].to_a.index_by { |e| e['uuid'] }
end
def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)
total_size = current_size

55
app/views/submissions/_send_email.html.erb
Unescape View File

@ -1,3 +1,4 @@
<% submitter_preferences_index = template.preferences['submitters'].to_a.index_by { |e| e['uuid'] } %>
<div class="form-control">
<% can_send_emails = Accounts.can_send_emails?(current_account) %>
<div class="flex justify-between items-center">
@ -36,10 +37,18 @@
<% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
<div id="message_field" class="card card-compact bg-base-300/40 hidden">
<div class="card-body">
<div class="form-control space-y-2">
<%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template.preferences['submitters'].to_a.size > 1 %>
<div class="peer-checked:hidden form-control space-y-2">
<div class="form-control">
<%= f.label :subject, t('subject'), class: 'label' %>
<%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
<div class="flex justify-between">
<%= f.label :subject, t('subject'), class: 'label' %>
<% if template.submitters.size > 1 && template.submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
<label for="request_email_per_submitter" class="label underline">
<%= t('edit_per_party') %>
</label>
<% end %>
</div>
<%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
@ -49,7 +58,7 @@
</span>
</div>
<autoresize-textarea>
<%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
<%= f.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
</autoresize-textarea>
<% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
<label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
@ -60,5 +69,43 @@
</div>
<%= render 'submissions/message_fields' %>
</div>
<% if template.submitters.size > 1 && template.submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
<div class="hidden peer-checked:block form-control space-y-2">
<% options = template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
<toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
<ul class="tabs w-full flex flex-nowrap">
<% options.each_with_index do |(label, val), index| %>
<div class="w-full">
<%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
<%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
</div>
<% end %>
</ul>
</toggle-visible>
<% template.submitters.each_with_index do |submitter, index| %>
<%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
<div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
<div class="form-control">
<div class="flex justify-between">
<%= ff.label :subject, t('subject'), class: 'label' %>
</div>
<%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template.preferences['request_email_subject'].presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
<%= ff.label :message, t('body'), class: 'label' %>
<span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
</div>
<autoresize-textarea>
<%= ff.text_area :body, value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template.preferences['request_email_body'].presence || config.value['body'], required: true, class: 'base-textarea w-full', rows: 10, dir: 'auto' %>
</autoresize-textarea>
</div>
</div>
<% end %>
<% end %>
</div>
<% end %>
</div>
</div>

2
app/views/submitters/edit.html.erb
Unescape View File

@ -17,7 +17,7 @@
</submitter-item>
</div>
<div>
<%= render 'submissions/send_email', f:, template: @submitter.template, submitter: @submitter, resend_email: @submitter.sent_at?, submitter_email_message: @submitter_email_message, disable_save_as_default_template_option: true %>
<%= render 'submissions/send_email', f:, template: @submitter.template, submitter: @submitter, resend_email: @submitter.sent_at?, submitter_email_message: @submitter_email_message, disable_save_as_default_template_option: true, message_per_submitter: false %>
<%= render 'submissions/send_sms', f:, resend_sms: @submitter.sent_at? %>
</div>
<div class="form-control mt-4">

78
app/views/templates_preferences/show.html.erb
Unescape View File

@ -83,21 +83,71 @@
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
<toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
<%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
<div class="form-control">
<%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
<%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
<%= ff.label :request_email_body, t('email_body'), class: 'label' %>
<span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
<%= tag.input id: 'request_email_per_submitter', value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: @template.preferences['submitters'].to_a.size > 1 %>
<div class="peer-checked:hidden">
<%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
<div class="form-control">
<div class="flex justify-between">
<%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
<% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
<label for="request_email_per_submitter" class="label underline">
<%= t('edit_per_party') %>
</label>
<% end %>
</div>
<%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
</div>
<autoresize-textarea>
<%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
</autoresize-textarea>
<div class="form-control">
<div class="flex items-center">
<%= ff.label :request_email_body, t('email_body'), class: 'label' %>
<span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
</div>
<autoresize-textarea>
<%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
</autoresize-textarea>
</div>
<% end %>
</div>
<% if @template.submitters.size > 1 && @template.submitters.size < 5 %>
<div class="hidden peer-checked:block">
<% options = @template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
<toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
<ul class="tabs w-full flex flex-nowrap mb-2">
<% options.each_with_index do |(label, val), index| %>
<div class="w-full">
<%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
<%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
</div>
<% end %>
</ul>
</toggle-visible>
<%= f.fields_for :preferences do |ff| %>
<% @template.submitters.each_with_index do |submitter, index| %>
<div id="request_email_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
<% submitter_preferences = f.object.preferences['submitters'].to_a.find { |e| e['uuid'] == submitter['uuid'] } || {} %>
<%= ff.fields_for :submitters, Struct.new(:request_email_subject, :request_email_body).new(*(submitter_preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || @template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))), index: nil do |fff| %>
<%= fff.hidden_field :uuid, value: submitter['uuid'] %>
<div class="form-control">
<%= fff.label :request_email_subject, t('email_subject'), class: 'label' %>
<%= fff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
<%= fff.label :request_email_body, t('email_body'), class: 'label' %>
<span class="tooltip tooltip-right" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::DEFAULT_VALUES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY].call['body'].scan(/{.*?}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
</div>
<autoresize-textarea>
<%= fff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
</autoresize-textarea>
</div>
<% end %>
</div>
<% end %>
<% end %>
</div>
<% end %>
<div class="form-control pt-2">

6
config/locales/i18n.yml
Unescape View File

@ -20,6 +20,7 @@ en: &en
language_ko: 한국어
hi_there: Hi there
thanks: Thanks
edit_per_party: Edit per party
reply_to: Reply to
pending_by_me: Pending by me
partially_completed: Partially completed
@ -732,6 +733,7 @@ en: &en
read: Read your data
es: &es
edit_per_party: Editar por parte
signed: Firmado
reply_to: Responder a
partially_completed: Parcialmente completado
@ -1446,6 +1448,7 @@ es: &es
read: Leer tus datos
it: &it
edit_per_party: Modifica per partito
signed: Firmato
reply_to: Rispondi a
pending_by_me: In sospeso da me
@ -2159,6 +2162,7 @@ it: &it
read: Leggi i tuoi dati
fr: &fr
edit_per_party: Éditer par partie
signed: Signé
reply_to: Répondre à
partially_completed: Partiellement complété
@ -2874,6 +2878,7 @@ fr: &fr
read: Lire vos données
pt: &pt
edit_per_party: Edita por festa
signed: Assinado
reply_to: Responder a
partially_completed: Parcialmente concluído
@ -3588,6 +3593,7 @@ pt: &pt
read: Ler seus dados
de: &de
edit_per_party: Bearbeiten pro Partei
signed: Unterschrieben
reply_to: Antworten auf
partially_completed: Teilweise abgeschlossen

19
lib/submissions/create_from_submitters.rb
Unescape View File

@ -36,8 +36,8 @@ module Submissions
is_order_sent = submitters_order == 'random' || index.zero?
build_submitter(submission:, attrs: submitter_attrs, uuid:,
is_order_sent:, user:,
build_submitter(submission:, attrs: submitter_attrs,
uuid:, is_order_sent:, user:, params:,
preferences: preferences.merge(submission_preferences))
end
@ -69,6 +69,16 @@ module Submissions
end
end
def submitter_message_preferences(uuid, params)
return {} if params[:request_email_per_submitter] != '1'
return {} if params[:is_custom_message] != '1'
{
'subject' => params.dig('submitter_preferences', uuid, 'subject'),
'body' => params.dig('submitter_preferences', uuid, 'body')
}.compact_blank
end
def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil)
template_fields = (submission.template_fields || submission.template.fields).deep_dup
@ -175,9 +185,10 @@ module Submissions
uuid || template.submitters[index]&.dig('uuid')
end
def build_submitter(submission:, attrs:, uuid:, is_order_sent:, user:, preferences:)
def build_submitter(submission:, attrs:, uuid:, is_order_sent:, user:, preferences:, params:)
email = Submissions.normalize_email(attrs[:email])
submitter_preferences = Submitters.normalize_preferences(submission.account, user, attrs)
submitter_preferences = Submitters.normalize_preferences(submission.account, user,
attrs.merge(submitter_message_preferences(uuid, params)))
values = attrs[:values] || {}
phone_field_uuid = find_phone_field(submission, values)&.dig('uuid')

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