* 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
* 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.
- 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.
* 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
- Replace present? check with blank? for better nil handling
- Add input size validation to prevent DoS attacks (64KB limit)
- Fix string formatting and indentation in audit logging
- Optimize caching with proper error handling for Redis failures
- Simplify conditional logic in field value merging
- Add frozen string literal comments for Ruby 3.4 compatibility
- Improve test coverage with better mocking and assertions
Security improvements include input validation and audit logging for ATS prefill usage tracking.
- 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
* 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"
Update test expectations to use more flexible logging verification that handles both string and block-based debug calls. This ensures compatibility with Rails.logger's different calling patterns while maintaining test reliability for cache hit/miss logging.
- Implement Rails.cache-based caching for expensive Base64 decoding and JSON parsing
- Add configurable TTL (1 hour) for successful results and shorter TTL (5 minutes) for errors
- Include cache key generation using SHA256 hash for security and uniqueness
- Add comprehensive test coverage for caching behavior and edge cases
- Handle cache read/write failures gracefully with fallback to normal processing
- Add PrefillFieldsHelper module to extract ATS field data from base64 encoded parameters
- Integrate ATS field extraction into TemplatesController and SubmissionsController
- Support employee, manager, account, and location field name patterns
- Add comprehensive test coverage for field validation and error handling
- Remove unused backgroundColor style from template builder
Ryan Arakawa
Bernardo Anderson
Alex Turchyn
Pete Matsyburka