* Fix PDF regeneration after change requests
Allow PDFs to be regenerated when a submitter re-completes after a change
request by using timestamp-based detection. This ensures new PDFs are
generated while preserving old ones for audit trail.
Changes:
- Allow multiple 'complete' events per submitter (remove unique constraint)
- Compare event timestamps with completion time to detect stale events
- Add current_documents method to get latest PDF generation
- Prevent waiting forever on stale retry/start events from previous attempts
* Update audit trail generation for change requests
Regenerate audit trail PDF when submitter re-completes after a change request.
Remove DocuSeal branding from audit trail header and add missing translations
for request_changes events.
Changes:
- Regenerate audit trail when created before latest completion timestamp
- Remove DocuSeal logo and branding from audit trail header
- Add request_changes_by_html translations (English and Spanish)
- Generate new audit trail before cleaning up old ones (safer approach)
- Clean up old audit trail PDFs, keeping only the newest
* Change 'Request Changes' button text to 'Submit'
* Remove Download button from submissions view
* Fix download endpoint to return current documents after re-completion
* Add comprehensive tests and apply rubocop fixes
- Add tests for Submitter#current_documents method
- Add tests for PDF regeneration on re-completion
- Add tests for audit trail regeneration logic
- Apply rubocop fixes: use Rails range syntax, fix indentation
- Extract generate_and_record_documents to reduce method length
* fix potential NoMethodError and rubocop fixes
* Use ActiveStorage::Attachment directly instead of `#audit_trail`
* Fix line length in `process`
* skip search indexing for partnership templates
* added a guard clause to prevent search indexing of templates without an account_id, specifically for partnership templates. This avoids unnecessary indexing since search is not currently used for partnerships.
* add search entry spec
* Add partnership template authorization and ability system
* Update template authorization to support partnership context
* Add request context-based authorization for API access
* Implement hybrid partnership/account authorization logic
* Add submission authorization conditions for partnerships
* Support global partnership template access
* Add template cloning services for partnership workflows
* Update template cloning to require explicit target parameters, to allow for cloning for either account or from partnership
* Add Templates::CloneToAccount service for partnership to account cloning
* Add Templates::CloneToPartnership service for global to partnership cloning
* Add logic to detect account vs partnership template cloning with validation
* Add folder assignment logic for cloned templates
* Add external authentication and partnership support
* Update ExternalAuthService to support partnership OR account authentication
* Implement user assignment to accounts when partnership context is provided
* Support pure partnership authentication without account assignment
* Update API controllers for partnership template support
* Add partnership request context to API base controller
* Update submissions controller to support partnership templates
* Add partnership template cloning to templates clone controller
* Refactor template controller webhook logic to reduce complexity
* Support external_account_id parameter for partnership workflows
* Update web controllers and views for partnership template support
* Add tests
* erb_lint fixes
* add local claude file
* shared concern for handling partnership context
* remove overly permissive case
* global templates should be available for partnerships and accounts
* pass through access context in vue
* add tests
* add partnership context and tests to submissions
* add token refresh as last resort for a corrupted token
- Extract complex ATS prefill logic from PrefillFieldsHelper into dedicated AtsPrefill service
- Create modular service objects: FieldExtractor, FieldMapper, ValueMerger, and CacheManager
- Implement proper caching strategy with Rails.cache for performance optimization
- Add comprehensive test coverage for all new service components
- Maintain backward compatibility through facade methods in PrefillFieldsHelper
- Improve security by validating field name patterns and sanitizing inputs
- Enhance performance with optimized field lookup caching
BREAKING CHANGE: PrefillFieldsHelper now delegates to AtsPrefill service layer. Direct usage of helper methods remains unchanged, but internal implementation has been refactored.
Ryan Arakawa
Bernardo Anderson
Pete Matsyburka
Oleksandr Turchyn
Alex Turchyn