Account admins can now replace "WaboSign" in the UI, emails, audit-trail
PDFs, and authenticator-app issuer with their own product name. The
brand override is stored as an AccountConfig row (brand_name key),
managed from /settings/personalization above the logo upload.
Resolution flows through Wabosign.branded_product_name(account = nil):
1. account&.brand_name if a record is passed
2. else the deployment's oldest non-archived account's brand_name
(so anonymous surfaces like the landing page, PWA manifest, and
og:title get the operator's brand on single-tenant installs)
3. else Wabosign::PRODUCT_NAME ("WaboSign")
AGPL §7(b) DocuSeal attribution stays untouched:
- _powered_by.html.erb second line keeps Wabosign::UPSTREAM_NAME
- _email_attribution.html.erb second paragraph keeps it
- completed.vue keeps its hardcoded DocuSeal link
The Wabosign::UPSTREAM_NAME and UPSTREAM_URL constants stay constants —
they are never overridable.
Swapped 41 direct Wabosign.product_name callers to pass the most-local
account in scope (current_account, @template.account,
@submitter.submission.account, submission.account, or nil for chrome
without account context). Mailers' default `from:` is now a lambda that
reads @current_account per message. SIGN_REASON constant in
generate_result_attachments became sign_reason_template(account) so
PDF signature reasons reflect the brand.
The two i18n keys actually rendered with literal "WaboSign"
(welcome_to_wabosign in templates_dashboard, connect_to_wabosign_mcp
in mcp_settings) are parameterized to %{product_name} across the 7
locales that defined them. The other ~9 WaboSign-branded i18n keys
are unreferenced dead code from the Pro paywall and stay as-is.
Specs:
spec/models/account_spec.rb (new) — Account#brand_name
spec/lib/wabosign_spec.rb (new) — branded_product_name precedence
spec/requests/personalization_settings_spec.rb (new) — end-to-end
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Previously CI had never run on the wabolabs/wabosign fork (Actions
gated until owner consent). Now that the gate is lifted, run rubocop /
erblint / brakeman / rspec against current master uncovered backlog:
- rubocop: 97 auto-corrected across the WaboSign-fork files (account
logo, SMS, SSO, ability specs, role auth specs, omniauth callbacks).
Remaining 8 fixed by hand:
* lib/wabosign.rb chained map collapsed to filter_map; `hd` param
renamed to `hosted_domain` (Naming/MethodParameterName)
* app/models/user.rb default_sso_account split for line length +
SafeNavigation
* spec/rails_helper.rb abort calls marked `# rubocop:disable
Rails/Exit` (upstream pattern, intentional)
* spec/requests/users/omniauth_callbacks_spec.rb let! used for
side-effect-only setup -> moved into before blocks
- erblint: 21 auto-corrected (mostly Style/StringLiterals from a
sed substitution that picked double quotes) + a missing
autocomplete attribute added to the SMS test-message input.
- brakeman: clean. Removed one obsolete ignore entry (was for the
deleted enquiries controller) and added one new ignore for the
MCP-settings token preview (HighlightCode returns escaped HTML).
- rspec: dashboard "shows the list of templates" was flaky because
other_template's Faker::Book.title could randomly collide with one
of the 5 in-account templates. Pin the name to a unique suffix.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Replaces the disabled "logo upload not bundled in OSS" placeholder
with a real upload flow. Logos attach to the Account via ActiveStorage
(`has_one_attached :logo`) and replace the default WaboSign mark at
every render site that previously rendered `shared/_logo`.
Accepted formats: PNG, JPEG, and SVG. SVGs go through
`AccountLogo.sanitize_upload` before storage:
- `<script>` and `<foreignObject>` elements removed
- every `on*` attribute stripped (onclick, onload, onerror, …)
- `href` / `xlink:href` dropped unless the value starts with `#`
(in-doc fragment) or `data:` (inert in <img> context)
Raster uploads pass through unchanged. 2 MB upload cap on all formats.
Dispatch is a new `shared/_account_logo.html.erb` partial — takes an
optional `account:` local and emits either `<img>` (logo attached) or
falls back to the existing inline `shared/_logo.html.erb` SVG. All
swapped render sites pass the right account expression:
- shared/_title.html.erb → current_account
- start_form/_brand_logo.html.erb → @template.account
- submit_form/_brand_logo.html.erb → @submitter.submission.account
- templates_uploads/show.html.erb → current_account
- submissions/_logo.html.erb → @submission || @submitter accounts
- templates_share_link_qr/_logo.html.erb → @template.account
The landing page stays on the default mark (no account context).
Static favicon/PWA manifest/preview.png stay on the default brand.
Audit-trail PDF (`lib/submissions/generate_audit_trail.rb#add_logo`)
now calls `PdfIcons.account_logo_io(submission.account)`. SVG logos
are rasterized to PNG via ActiveStorage variants (libvips + librsvg,
both present in the production image via the `vips` Alpine pkg). On
any failure path the helper logs and falls back to `PdfIcons.logo_io`
so audit-trail generation never crashes on a bad logo.
Routes: `resource :account_logo, only: %i[create destroy]` nested
under `/settings`. AccountLogoController authorizes via
`authorize!(:manage, current_account)` and routes the form back to
`/settings/personalization` on success or failure.
Specs (11/11 pass in the Ruby 4.0.1 + Postgres-14 container):
- spec/lib/account_logo_spec.rb — 6 sanitizer unit cases
- spec/requests/account_logo_controller_spec.rb — 5 request cases
Smoke-tested end-to-end in the built image:
- PNG round-trips through attach/download.
- Malicious SVG (`<script>` + onload + alert) saves with all three
payloads scrubbed from the stored bytes.
- SVG → PNG rasterization for the PDF path produces a 18 KB PNG
with valid PNG magic — confirms libvips/librsvg is actually
wired in the production Alpine image.
- After purge, `PdfIcons.account_logo_io` is byte-identical to
`PdfIcons.logo_io` (clean fallback).
- /settings/personalization renders the new form with all expected
fields.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Replaces the SMS placeholder with an actual provider integration. v1
ships BulkVS only; the architecture leaves room for additional
providers behind the same Sms.send_message interface.
Storage:
- EncryptedConfig key `sms_configs` (added to CONFIG_KEYS):
{ provider, enabled, basic_auth_token, from_number,
delivery_webhook_url }
- AccountConfig key `submitter_invitation_sms` for the per-account
SMS body template override.
Service layer:
- lib/sms.rb — Sms.enabled_for?(account), Sms.send_message
(account:, to:, text:), Sms.normalize_phone
- lib/sms/providers/bulkvs.rb — POST to
https://portal.bulkvs.com/api/v1.0/messageSend with the
pre-encoded Basic Auth header from the BulkVS portal. Surfaces
non-2xx responses as Sms::ProviderError with the upstream message.
Background sending:
- app/jobs/send_submitter_invitation_sms_job.rb — mirrors
SendSubmitterInvitationEmailJob; substitutes account-template
variables via the existing ReplaceEmailVariables module so
{account.name} / {submitter.link} / etc. work in the SMS body.
- submitters_controller#maybe_resend_email_sms already enqueues
this job when params[:send_sms] == '1', so the existing
"Send SMS" toggle in the submitter edit form now does what it
says on the tin.
Controllers/routes:
- SmsSettingsController gains create + test_message; the test_message
action lets an admin verify their config with a one-off SMS
against any phone number.
- SubmittersSendSmsController#create powers the per-submitter
"Send SMS" button (mirrors SubmittersSendEmailController).
- Routes: resources :sms with create + test_message; submitters
nested resources :send_sms.
Views:
- app/views/sms_settings/index.html.erb — real form replacing the
"not bundled" placeholder. Status banner reflects live config.
Test-send card renders only when SMS is enabled.
- app/views/submissions/_send_sms_button.html.erb — was a permanently
disabled stub; now button_to the new send_sms endpoint when SMS
is configured and the submitter has a phone number. Falls back to
a tooltip explaining what's missing otherwise.
- app/views/submissions/_send_sms.html.erb — was a placeholder render;
now shows a real "send SMS on save" toggle when SMS is configured.
- app/views/personalization_settings/_signature_request_sms_form.html.erb
+ show.html.erb — per-account SMS body override with variable
documentation.
Smoke-tested in a built image:
- /settings/sms renders 200, all form fields present.
- /settings/personalization renders the SMS body field.
- With saved (bogus) creds, Sms.send_message hits BulkVS over HTTPS
and surfaces the real 401 as Sms::ProviderError — proves the
transport is wired, not just the boot path.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Renames the product to WaboSign across UI, mailers, locales, assets, and
internal Ruby module. Keeps the upstream DocuSeal attribution required by
AGPLv3 §7(b) in the powered-by footer, email attribution, README, and a
new NOTICE file. Migration renames the AATL cert identifier in encrypted
configs from docuseal_aatl to wabosign_aatl.
Removes multitenant-gated Pro upsell UI (Plans/Console/Upgrade links,
SMS/SSO/bulk-send/logo placeholders, reminder-duration restriction, the
"DocuSeal Pro" email-attribution toggle, conditions/formula/payment
pricing links) so every shipped feature is reachable on a self-hosted
deployment. Multitenant routing logic is preserved.
Drops Discord, Twitter, and ChatGPT/AI-assistant chrome. Embedding
modal keeps the upstream <docuseal-form> / @docuseal/* SDK contract so
existing embedded forms continue to work; documented in NOTICE.
REBRANDING.md captures the change inventory for future maintainers.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Wabo
Pete Matsyburka
Alex Turchyn
Alex Turchyn
Pete Matsyburka
Alex Turchyn
DocuSeal