* Scope email and external_user_id uniqueness to account
Allow the same email and external_user_id to exist across different accounts
while maintaining uniqueness within each account.
Changes:
- Scope external_user_id uniqueness to account_id
- Scope email uniqueness to account_id
- Remove Devise :validatable to avoid global email uniqueness
- Update ExternalAuthService to use account-scoped queries
- Update TokenRefreshService to use account-scoped queries
- Add custom email validation with account scope
* Add and update tests for account-scoped user uniqueness
* Run migrations and update schema
* Document account-scoped user lookup behavior
* skip password test
* we use access token validation via iframe, not passwords so this test is not necessary.
* update test for rubocop
* account group to partnership rename
* this is mostly converting the name account_group => partnership
* partnership user relationships are API request based
* so we don't need to maintain relational information in two databases, this many to many relationship is now handled via API context
* rubocop and test fixes
- Add account_groups table and model
- Add account_group references to accounts, users, templates, template_folders
- Make account_id nullable on users, templates, template_folders
- Add controllers and specs
* Consolidate account groups migrations
- Replace 8 separate migrations with 2 consolidated ones
- Create account groups and relationships in one migration
- Make account_id columns nullable in second migration
* this logic is being handled in external_auth_controller
* remove unnecessary controllers
* remove unnecessary routes
* refactor account_group.default_template_folder
* align method with Account version of this method
* refactor controllers to move complex logic to service
* move account/account group validation to concern
* this method is not yet needed
* we may implement this differently in next ticket to handle account and account group syncing for templates.
* rubocop violation fixes
* a few more refactors and add tests
* Change external_account_group_id to integer type
* Refactored external_account_group_id from string to integer in models, migrations, factories, and specs for consistency.
* Merged account_id nullability changes into a single migration and removed the obsolete migrations.
* Updated authentication logic to require either account or account_group presence for user activation.
* Add external_id fields to accounts and users tables
Adds external_account_id and external_user_id fields to support
integration with external ATS systems. These fields will map
DocuSeal accounts/users to their corresponding ATS entities.
* Add external ID support to Account and User models
Implements find_or_create_by_external_id methods for both Account
and User models to support automatic provisioning from external
ATS systems. Users now have access tokens for authentication.
* Add external authentication API endpoint
Creates /api/external_auth/get_user_token endpoint for external API systems
to authenticate users and receive access tokens.
* Refactor authentication to support token-based login
Replaces demo user authentication and setup redirect logic with token-based authentication via params, session, or X-Auth-Token header.
Users do not login, they are just authenticated via token.
* Replace authenticate_user! with authenticate_via_token!
Refactored controllers to use authenticate_via_token! instead of authenticate_user! for authentication. Added authenticate_via_token! method to ApiBaseController.
* Update controller authentication and authorization logic
Removed and replaced several before_action and authorization checks in ExportController, SetupController, and TemplateDocumentsController.
* Add external authentication API endpoint
* Add IframeAuthentication concern for AJAX requests in iframe context
* Create shared concern to handle authentication from HTTP referer
* Extracts auth token from referer URL when AJAX requests don't include token
* Supports Vue component requests within iframes
* Remove old user authentication from dashboard controller
* Quick fix for request changes
Now that we have scoped users, we're changing this to compare to the template authot
* rubocop fixes
* Add and update authentication and model specs
Introduces new specs for iframe authentication, account, user, application controller, and external auth API.
* add safe navigation and remove dead method
* new controller to handle change requests
* add button and modal on completed submission view to request changes
* webhook job will send out to external API when submission is updated for changes_requested_at
* email will be sent to user that need to make changes
* submission status steps back from "completed"
Ryan Arakawa