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2 Commits (c46482aac783b2337872ea7517e09ab1ae0ec5f3)
| Author | SHA1 | Message | Date |
|---|---|---|---|
Ryan Arakawa
|
d8f04ad115
|
CP-10379 ordered signing (#59)
* add named signing order values and defer to template signing order * the enum changes and the default in submission.rb don't REALLY matter since almost all of our changes in future commits defer to templates. * add template methods to know how many actual submitters there are and add complex default logic based on when fields are added or removed. For example: If only 1 employee field it's single sided. If we add a manager field it automatically changes to employee_then_manager unless manually changed to a different dual sided. If either field is removed, it automatically switches back to single_sided * enforce new signing order logic - replace submitters_order_preserved? with signing_order_enforced? in send_signature_requests - add manager_then_employee branch to send_signature_requests to send to second submitter first, while we don't send out emails with Docuseal, there are changes further down the line required - skip submitters without fields for single_sided in create_from_submitters, this is mostly necessary for single_sided manager forms - refactor current_submitter_order? to reverse submitter_items for manager_then_employee instead of special-casing index * wire up named signing order through controllers * when saving a template, check if preferences have changed, if it has changed, fire webhook event. * changes in templates_controller.rb are for automatic updates based on field types. So if only 1 field type (employee fields only) this automatically updates * template_preferences_controller.rb handles manual updates to signing order from user * add signing order UI - add SigningOrderModal component for selecting signing order from within the template builder - show signing order button in builder toolbar only when template has 2+ submitter fields * add template.preferences_updated webhook job * add template.preferences_updated webhook support - add template.preferences_updated to account default webhook events - guard account create_careerplug_webhook against missing CAREERPLUG_WEBHOOK_URL env var - create partnership-scoped webhook for template.preferences_updated on partnership creation - add template.preferences_updated to WebhookUrl::EVENTS - update PARTNERSHIP_EVENTS to only include template.preferences_updated - return WebhookUrl.none instead of raising for templates with neither account nor partnership - extend webhooks:setup_development rake task to create partnership webhooks * rubocop and rspec fixes * erb_lint violation fixes * harden webhooks with account_id and partnership_id in payload * we're requiring two points of contact in the db for multitenancy * use external account id to match correctly in webhook payload * PR comments * handle submitter UUID not matching correctly with flash alert that surfaces to user * add more testing for simultaneous and single sided orders * add comment for skipping Devise auth for Iframe auth * refactor template webhook enqueue to a shared concern * use safe navigation for first_party name * make default submitters_order value consistent between `lib/submissions.rb` and `submission.rb` * more descriptive error message for signing order error * update to non-predicate method for rubocop we used to just return true or false, but we are using nil to signify that the submitter uuid is not found for the controller so the error can be surfaced to the user. * erb_lint formatting fix * PR comment changes * change current_submitter_order to validate_submitter_order for clarity * add translations |
3 weeks ago |
|
Ryan Arakawa
|
fef814a135
|
CP-10688 changes requested pdf regen (#39)
* 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` |
4 months ago |