* Fix port conflicts by changing Rails to 3001 and webpack to 3036
* Update Procfile.dev to use port 3001
* Update README_LOCAL_SETUP.md with foreman and separate terminal options
* Document both servers are required for development
* 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
* 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
Remove hardcoded CloudFront domains and key pair IDs from repository.
All CloudFront configuration now loaded from ENV variables for security:
- CF_URL: CloudFront distribution URL
- CF_KEY_PAIR_ID: CloudFront key pair identifier
- CF_KEY_SECRET: AWS Secrets Manager path for private key
- SECURED_STORAGE_BUCKET: S3 bucket name
- SECURED_STORAGE_REGION: AWS region
This prevents exposure of infrastructure identifiers in public repository.
Configuration should be set via cpdocuseal deployment module.
- Migration updates to change data type from integer to string for external_account_group_id
- Updated database schema and annotation comments
- Fixed service parameter type handling
- Updated test expectations to match new string type
- Added storage location field and index for completed documents
- Removed obsolete search_entries table from schema
Implement compliance storage configuration using AWS CloudFront signed URLs for completed documents. This reuses the existing ATS infrastructure to provide secure, time-limited access to document storage while maintaining backward compatibility with legacy storage.
- Add aws-sdk-cloudfront dependency for URL signing
- Create DocumentSecurityService for CloudFront signed URL generation
- Add secured storage service configuration in storage.yml
- Update completed_documents model with storage_location tracking
- Modify download controllers to use signed URLs for secured storage
- Add compliance_storage.yml configuration for different environments
- Update submitter completion job to track storage location
BREAKING CHANGE: Requires SECURED_STORAGE_BUCKET and SECURED_STORAGE_REGION environment variables for staging/production environments
* 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.
Bernardo Anderson
Ryan Arakawa
Bernardo Anderson
Mikhael Rakauskas
Mikhael Rakauskas