668 Commits (5cf66205a5d7ce8790446ded52c8eca9be4e7c56)

Author	SHA1	Message	Date
Ryan Arakawa	5cf66205a5	CP-11414 skip search indexing for partnership templates (#27) ... * 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	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
Ryan Arakawa	7d592d4761	CP-11138 partnership refactor (#22) ... * 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	3 months ago
Ryan Arakawa	a1ed992ee4	CP-10294 add account groups (#19) ... - 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.	3 months ago
Bernardo Anderson	f180d70474	CP-10361 - Forgot a few things	4 months ago
Bernardo Anderson	24cf871bcc	CP-10361 - Due to Docuseal being a public repo, we want to rename these values/fields to be generic instead of labeling 'ats'	4 months ago
Bernardo Anderson	5d790f57bd	CP-10361 - Extract ATS prefill logic into dedicated service layer ... - 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.	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	f458813884	WIP	6 months ago
Pete Matsyburka	35852ef6ab	add onprem search reindex	6 months ago
Pete Matsyburka	47b235dc5f	fix search	6 months ago
Pete Matsyburka	b940c597dc	fix pdfium error	6 months ago
Pete Matsyburka	76321cef3c	optimize autocomplete	6 months ago
Pete Matsyburka	8f3a203994	markdown link	6 months ago
Pete Matsyburka	ea24562861	fix time format	6 months ago
Pete Matsyburka	4a888d048e	fix empty file generate	6 months ago
Pete Matsyburka	6f0e7c0ca8	skip autocomplete	6 months ago
Pete Matsyburka	7965c17f46	fix serializer	6 months ago
Pete Matsyburka	11db68cdc7	fix merge	6 months ago
Pete Matsyburka	f2888a08dc	fix query	6 months ago
Pete Matsyburka	95627c5963	add audit timezone	6 months ago
Pete Matsyburka	4bb3721db0	add submitter timezone	6 months ago
Pete Matsyburka	efc8ba6b0a	fix merge	6 months ago
Pete Matsyburka	4c530b3f88	fix query	6 months ago
Pete Matsyburka	b3baea2f6f	optimize query	6 months ago
Pete Matsyburka	700184f776	add ngram	6 months ago
Pete Matsyburka	ab9706afef	fix template fields	6 months ago
Pete Matsyburka	18999255a9	remove constant	6 months ago
Pete Matsyburka	1b857b6eb3	fix preview	6 months ago
Pete Matsyburka	e5e6b11c95	fix image name	6 months ago
Pete Matsyburka	3bfce862ec	fix reindex	6 months ago
Pete Matsyburka	c01b67f7ec	index template	6 months ago
Pete Matsyburka	ea0efe9314	fix form cells	6 months ago
Pete Matsyburka	28b583691f	partial download toggle	6 months ago
Pete Matsyburka	33811945be	fulltext search	6 months ago
Pete Matsyburka	f03166b4ea	one-off submission	6 months ago
Pete Matsyburka	57d63dd2f2	fix empty option condition	7 months ago
Pete Matsyburka	0375dad7c9	smaller audit initial	7 months ago
Pete Matsyburka	de3f83db96	use metadata lang	7 months ago
Alex Turchyn	e77b5fa2c9	add optional shared link to templates	7 months ago
Pete Matsyburka	3b894f5281	fix	7 months ago
Pete Matsyburka	5e44ba49b8	refactor	7 months ago
Pete Matsyburka	1690337699	fix pdf image result	7 months ago
Pete Matsyburka	f78cf8cc6e	pdfium	7 months ago
Pete Matsyburka	343118d00d	fix bmp	7 months ago
Pete Matsyburka	21138c1d02	remove log	7 months ago
Pete Matsyburka	0fb9c2bbf6	fix gmail normalize	7 months ago
Pete Matsyburka	bfa244c8fa	add ico and bmp support	7 months ago
Alex Turchyn	82f3ff4824	fix narrow signatures	7 months ago
Pete Matsyburka	9d013a7384	fix email normalize	7 months ago