59 Commits (b110dec45254810c841f057f02ce39d79cf7eba5)

Author	SHA1	Message	Date
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	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
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	43240acd00	CP-10360 - Add prefill dropdown ... - Add available_ats_fields to template edit response payload - Implement ATS field dropdown in field settings component - Add prefill attribute to template fields for ATS integration - Format ATS field names for user-friendly display in dropdown	4 months ago
Bernardo Anderson	be41cebcca	CP-10359 - Add ATS prefill field extraction for template and submission views ... - 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	4 months ago
Mikhael Rakauskas	d881b9242c	misc id changes	6 months ago
Ryan Arakawa	615890ba1d	bypass user login ... We'll need to properly strip out the user authentication stuff in the future. Since they'll already be logged into CareerPlug we don't another login here. * automatically log in as a Demo Account user for now	6 months ago
Pete Matsyburka	33811945be	fulltext search	6 months ago
Alex Turchyn	9645332e48	add countless pagination	7 months ago
Pete Matsyburka	34433c0575	adjust conditions	7 months ago
Pete Matsyburka	32596d738c	optional invite	1 year ago
Pete Matsyburka	15d06f4fb0	add status filters	1 year ago
Pete Matsyburka	35a2aba887	adjust permanently remove	1 year ago
Pete Matsyburka	1746920eb5	add template access	1 year ago
Pete Matsyburka	4429d742b3	document conditions	1 year ago
Alex Turchyn	75683631f0	add logical 'or' to field conditions	1 year ago
Pete Matsyburka	9beaaa0851	adjust filters	1 year ago
Alex Turchyn	b86aac86d1	add template submissions filters	1 year ago
Pete Matsyburka	2542f26d96	adjust webhooks	1 year ago
Alex Turchyn	84edb6dbda	use webhook urls instead of encrypted configs	1 year ago
Pete Matsyburka	d6474f0e6e	adjust submitter edit	1 year ago
Oleksandr Turchyn	e0a297cf81	add ability to edit submitter details	1 year ago
Pete Matsyburka	0c039ee64f	fix tempalte clone roles	1 year ago
Oleksandr Turchyn	e9d728fa4a	add i18n	1 year ago
Pete Matsyburka	10fbdf6612	allow to invite party	1 year ago
Pete Matsyburka	71b8cc7172	add recipient preferences	1 year ago
Pete Matsyburka	8fecf94a28	fix typo	1 year ago
Pete Matsyburka	d25c4fa766	remove log	1 year ago
Pete Matsyburka	cdffa66db1	refactor clone	1 year ago
Pete Matsyburka	3034c00bb3	use sidekiq	2 years ago
Pete Matsyburka	acf06084bf	simplify job params	2 years ago
Pete Matsyburka	ff0d486831	fix clone template folder	2 years ago
Pete Matsyburka	929d29576d	add template webhooks	2 years ago
Pete Matsyburka	077eab7005	refactor templates controller	2 years ago
Pete Matsyburka	66eb83e6a7	allow to search on value	2 years ago
Pete Matsyburka	323f5c0c15	use signed uuid in previews	2 years ago
Pete Matsyburka	df7aa59f6f	allow to clone templates to linked accounts	2 years ago
Pete Matsyburka	2a839951b4	clone tenant tempaltes	2 years ago
Pete Matsyburka	c67188edf8	ability to share template with testing account	2 years ago
Pete Matsyburka	6d7d8ae87c	rename deleted_at to archived_at	2 years ago
Alex Turchyn	baaf1f510f	generate unique uuids for cloned templates	2 years ago
Pete Matsyburka	342d29f272	allow to permanently delete template in the cloud	2 years ago
DocuSeal	607fc8d338	allow to permanently remove templates	2 years ago
DocuSeal	ce39494f84	optimize for large files	2 years ago
DocuSeal	9da7463657	add submission status filters	2 years ago
Alex Turchyn	380f553a17	add folders structure	2 years ago
Alex Turchyn	d757f06ff4	ensure template account is set	2 years ago
Alex Turchyn	2f1843151d	add cancan for authorization	2 years ago