616 Commits (2cfa5533a2b54afdc48a8faaf8f7c45d310ec12a)

Author	SHA1	Message	Date
Ryan Arakawa	b3cdcdfb51	CP-10364 hide unnecessary buttons (#28) ... * remove unused buttons * remove "Resubmit" button and Docuseal logo/header in iframe * remove template name in preview * fix line length * allow there to be no header * fixed failing tests expecting header * we don't typically want the header rendered in the iframe * fix erb_lint violation	2 months ago
Ryan Arakawa	741c548d26	CP-11042 partnership features updated (#26) ... * 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	2 months ago
Bernardo Anderson	ded7adbf49	CP-10278 - Hardcode Employee/Manager parties	3 months ago
Bernardo Anderson	38beb51d32	CP-10361 - Update show erb file	4 months ago
Bernardo Anderson	d4a0dd379a	Merge branch 'main' into CP-10361	4 months ago
Ryan Arakawa	4ec9e7fc5e	CP-10370 authentication (#15) ... * 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	4 months ago
Bernardo Anderson	f50b6b89f2	CP-10361 - Integrate automatic form prefill values from ATS system ... - Add Base64-encoded JSON parameter support for ATS prefill values - Implement field mapping between ATS field names and template field UUIDs - Enhance merge logic to preserve existing submitter values while adding ATS prefill data - Add comprehensive error handling for invalid Base64 and JSON parsing - Update form rendering to use merged ATS values for prefill functionality - Add integration tests for complete ATS prefill workflow	4 months ago
Bernardo Anderson	dca1c1f20d	CP-10361 - Add ATS integration for automatic form prefill values ... Add support for fetching prefill values from ATS system when task_assignment_id parameter is provided. This includes: - New ATS API integration in PrefillFieldsHelper to fetch prefill values - Cache layer for ATS prefill values with 30-minute TTL - Merge logic to respect existing submitter values over ATS prefill values - Error handling and logging for ATS API failures - Integration with SubmitFormController to fetch values before form rendering The feature allows forms to be pre-populated with candidate data from the ATS system while preserving any values already entered by submitters.	4 months ago
Ryan Arakawa	626b3ca09d	fix brakeman and erb lint violations	4 months ago
Ryan Arakawa	a6354e6802	add ability to request changes for a completed submission ... * 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"	4 months ago
Ryan Arakawa	c2a7bd8772	add submission specific export	5 months ago
Bernardo Anderson	780708c4ea	Update buttons	6 months ago
Bernardo Anderson	c6eac5d543	Remove unused parts of the app ... This commit removes various visual elements like logos, banners, and buttons to create a cleaner and more focused user experience. It also adds context files for AI assistants to aid in development.	6 months ago
Pete Matsyburka	01d982b093	embed preview toggle	6 months ago
Pete Matsyburka	35852ef6ab	add onprem search reindex	6 months ago
Pete Matsyburka	0e11d2a581	fix tour link	6 months ago
Pete Matsyburka	6c1d4b466f	adjust server selector	6 months ago
Alex Turchyn	36331bb993	show found submissions when searching on templates	6 months ago
Pete Matsyburka	f602497255	require all submitters	6 months ago
Pete Matsyburka	b6a1a3ee4d	fix archived	6 months ago
Pete Matsyburka	f07f9d8cf9	fix oneoff edit	6 months ago
Pete Matsyburka	28b583691f	partial download toggle	6 months ago
Pete Matsyburka	33811945be	fulltext search	6 months ago
Pete Matsyburka	9d1860f038	fix specs	6 months ago
Pete Matsyburka	f03166b4ea	one-off submission	6 months ago
Pete Matsyburka	4e94664008	refactor start form	7 months ago
Pete Matsyburka	24d713dec6	resubmit shared template	7 months ago
Pete Matsyburka	85d52d1f28	refactor policy	7 months ago
Alex Turchyn	e77b5fa2c9	add optional shared link to templates	7 months ago
Alex Turchyn	c91b4a765b	add Privacy Policy and eSignature Disclosure links	7 months ago
Alex Turchyn	9645332e48	add countless pagination	7 months ago
Pete Matsyburka	5670390b37	fix signature reason	7 months ago
Pete Matsyburka	260bd6d5d5	fix signature field size	7 months ago
Alex Turchyn	1c9d15aa7e	add translations for pagination	7 months ago
Alex Turchyn	a3bd37c9a2	Improve error message when does not match in completed form	7 months ago
Pete Matsyburka	14fa8fc8e7	fix expired	7 months ago
Pete Matsyburka	01232aed5a	add account access	7 months ago
Alex Turchyn	82f3ff4824	fix narrow signatures	7 months ago
Alex Turchyn	0c71d7bff8	fix EU server selection note	7 months ago
Pete Matsyburka	fdd030652e	adjust border	7 months ago
Pete Matsyburka	f2bf1461f0	adjust selector	7 months ago
Alex Turchyn	fc6f796f30	adjust server selector	7 months ago
Alex Turchyn	5f44806287	adjust dropoze border style	7 months ago
Pete Matsyburka	34433c0575	adjust conditions	7 months ago
Pete Matsyburka	050224a10d	fix refactor expire at	7 months ago
Alex Turchyn	7b6fc7d06f	add expiration duration to template preferences	7 months ago
Pete Matsyburka	24fe2a1192	fix refactor dropzone	7 months ago
Alex Turchyn	97b8ac4444	add builder dashboard dropzone	7 months ago
Pete Matsyburka	e34a763dd9	fix field id	7 months ago
Pete Matsyburka	c5a5212947	disable archived template actions	8 months ago