fix sign up redirect

.dockerignore

@@ -1,5 +1,6 @@
 /db/*.sqlite3
 
+**/node_modules
 /node_modules
 /coverage
 /doc

.rubocop.yml

@@ -53,10 +53,13 @@ RSpec/NestedGroups:
   Max: 6
 
 RSpec/MultipleExpectations:
-  Max: 7
+  Max: 20
 
 RSpec/ExampleLength:
-  Max: 15
+  Max: 40
+
+RSpec/MultipleMemoizedHelpers:
+  Max: 6
 
 Rails/I18nLocaleTexts:
   Enabled: false

Dockerfile

@@ -31,13 +31,21 @@ ENV BUNDLE_WITHOUT="development:test"
 
 WORKDIR /app
 
-RUN apk add --no-cache build-base sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler vips-heif libc6-compat ttf-freefont
+RUN apk add --no-cache build-base sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler vips-heif libc6-compat ttf-freefont ttf-liberation && cp /usr/share/fonts/liberation/LiberationSans-Regular.ttf /LiberationSans-Regular.ttf && apk del ttf-liberation
 
 COPY ./Gemfile ./Gemfile.lock ./
 
 RUN bundle update --bundler && bundle install && rm -rf ~/.bundle
 
-COPY . ./
+COPY ./bin ./bin
+COPY ./app ./app
+COPY ./config ./config
+COPY ./db ./db
+COPY ./log ./log
+COPY ./lib ./lib
+COPY ./public ./public
+COPY ./tmp ./tmp
+COPY LICENSE README.md Rakefile config.ru ./
 
 COPY --from=webpack /app/public/packs ./public/packs
 

Gemfile

@@ -24,9 +24,11 @@ gem 'pg', require: false
 gem 'premailer-rails'
 gem 'puma'
 gem 'rails'
+gem 'rails_autolink'
 gem 'rails-i18n'
 gem 'rollbar', require: ENV.key?('ROLLBAR_ACCESS_TOKEN')
 gem 'ruby-vips'
+gem 'rubyXL'
 gem 'shakapacker'
 gem 'sidekiq', require: ENV.key?('REDIS_URL')
 gem 'sqlite3', require: false

Gemfile.lock

@@ -1,92 +1,92 @@
 GEM
   remote: https://rubygems.org/
   specs:
-    actioncable (7.0.5)
+    actioncable (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
-    actionmailbox (7.0.5)
+    actionmailbox (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activestorage (= 7.0.5)
+      activestorage (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       mail (>= 2.7.1)
       net-imap
       net-pop
       net-smtp
-    actionmailer (7.0.5)
+    actionmailer (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      actionview (= 7.0.5)
+      actionview (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       mail (~> 2.5, >= 2.5.4)
       net-imap
       net-pop
       net-smtp
       rails-dom-testing (~> 2.0)
-    actionpack (7.0.5)
+    actionpack (7.0.7)
-      actionview (= 7.0.5)
+      actionview (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       rack (~> 2.0, >= 2.2.4)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.0)
       rails-html-sanitizer (~> 1.0, >= 1.2.0)
-    actiontext (7.0.5)
+    actiontext (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activestorage (= 7.0.5)
+      activestorage (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.0.5)
+    actionview (7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       builder (~> 3.1)
       erubi (~> 1.4)
       rails-dom-testing (~> 2.0)
       rails-html-sanitizer (~> 1.1, >= 1.2.0)
-    activejob (7.0.5)
+    activejob (7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       globalid (>= 0.3.6)
-    activemodel (7.0.5)
+    activemodel (7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
-    activerecord (7.0.5)
+    activerecord (7.0.7)
-      activemodel (= 7.0.5)
+      activemodel (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
-    activestorage (7.0.5)
+    activestorage (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       marcel (~> 1.0)
       mini_mime (>= 1.1.0)
-    activesupport (7.0.5)
+    activesupport (7.0.7)
       concurrent-ruby (~> 1.0, >= 1.0.2)
       i18n (>= 1.6, < 2)
       minitest (>= 5.1)
       tzinfo (~> 2.0)
-    addressable (2.8.4)
+    addressable (2.8.5)
       public_suffix (>= 2.0.2, < 6.0)
     annotate (3.2.0)
       activerecord (>= 3.2, < 8.0)
       rake (>= 10.4, < 14.0)
     ast (2.4.2)
     aws-eventstream (1.2.0)
-    aws-partitions (1.781.0)
+    aws-partitions (1.807.0)
-    aws-sdk-core (3.175.0)
+    aws-sdk-core (3.180.3)
       aws-eventstream (~> 1, >= 1.0.2)
       aws-partitions (~> 1, >= 1.651.0)
       aws-sigv4 (~> 1.5)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.67.0)
+    aws-sdk-kms (1.71.0)
-      aws-sdk-core (~> 3, >= 3.174.0)
+      aws-sdk-core (~> 3, >= 3.177.0)
       aws-sigv4 (~> 1.1)
-    aws-sdk-s3 (1.126.0)
+    aws-sdk-s3 (1.132.1)
-      aws-sdk-core (~> 3, >= 3.174.0)
+      aws-sdk-core (~> 3, >= 3.179.0)
       aws-sdk-kms (~> 1)
-      aws-sigv4 (~> 1.4)
+      aws-sigv4 (~> 1.6)
-    aws-sigv4 (1.5.2)
+    aws-sigv4 (1.6.0)
       aws-eventstream (~> 1, >= 1.0.2)
     azure-storage-blob (2.0.3)
       azure-storage-common (~> 2.0)
@@ -96,8 +96,9 @@ GEM
       faraday_middleware (~> 1.0, >= 1.0.0.rc1)
       net-http-persistent (~> 4.0)
       nokogiri (~> 1, >= 1.10.8)
+    base64 (0.1.1)
     bcrypt (3.1.19)
-    better_html (2.0.1)
+    better_html (2.0.2)
       actionview (>= 6.0)
       activesupport (>= 6.0)
       ast (~> 2.0)
@@ -105,7 +106,7 @@ GEM
       parser (>= 2.4)
       smart_properties
     bindex (0.8.1)
-    bootsnap (1.15.0)
+    bootsnap (1.16.0)
       msgpack (~> 1.2)
     builder (3.2.4)
     bullet (7.0.7)
@@ -144,7 +145,7 @@ GEM
       responders
       warden (~> 1.2.3)
     diff-lcs (1.5.0)
-    digest-crc (0.6.4)
+    digest-crc (0.6.5)
       rake (>= 12.0.0, < 14.0.0)
     docile (1.4.0)
     dotenv (2.8.1)
@@ -161,7 +162,7 @@ GEM
     factory_bot_rails (6.2.0)
       factory_bot (~> 6.2.0)
       railties (>= 5.0.0)
-    faker (3.2.0)
+    faker (3.2.1)
       i18n (>= 1.8.11, < 2)
     faraday (1.10.3)
       faraday-em_http (~> 1.0)
@@ -194,10 +195,10 @@ GEM
       webrick (~> 1.7)
       websocket-driver (>= 0.6, < 0.8)
     ffi (1.15.5)
-    geom2d (0.3.1)
+    geom2d (0.4.1)
     globalid (1.1.0)
       activesupport (>= 5.0)
-    google-apis-core (0.11.0)
+    google-apis-core (0.11.1)
       addressable (~> 2.5, >= 2.5.1)
       googleauth (>= 0.16.2, < 2.a)
       httpclient (>= 2.8.1, < 3.a)
@@ -224,7 +225,7 @@ GEM
       google-cloud-core (~> 1.6)
       googleauth (>= 0.16.2, < 2.a)
       mini_mime (~> 1.0)
-    googleauth (1.6.0)
+    googleauth (1.7.0)
       faraday (>= 0.17.3, < 3.a)
       jwt (>= 1.4, < 3.0)
       memoist (~> 0.16)
@@ -233,9 +234,9 @@ GEM
       signet (>= 0.16, < 2.a)
     hashdiff (1.0.1)
     hashie (5.0.0)
-    hexapdf (0.32.2)
+    hexapdf (0.33.0)
       cmdparse (~> 3.0, >= 3.0.3)
-      geom2d (~> 0.3)
+      geom2d (~> 0.4, >= 0.4.1)
       openssl (>= 2.2.1)
     htmlentities (4.3.4)
     httpclient (2.8.3)
@@ -245,8 +246,8 @@ GEM
       mini_magick (>= 4.9.5, < 5)
       ruby-vips (>= 2.0.17, < 3)
     io-console (0.6.0)
-    irb (1.7.0)
+    irb (1.7.4)
-      reline (>= 0.3.0)
+      reline (>= 0.3.6)
     jmespath (1.6.2)
     json (2.6.3)
     jwt (2.7.1)
@@ -260,7 +261,7 @@ GEM
       letter_opener (~> 1.7)
       railties (>= 5.2)
       rexml
-    lograge (0.12.0)
+    lograge (0.13.0)
       actionpack (>= 4)
       activesupport (>= 4)
       railties (>= 4)
@@ -278,17 +279,17 @@ GEM
     memoist (0.16.2)
     method_source (1.0.0)
     mini_magick (4.12.0)
-    mini_mime (1.1.2)
+    mini_mime (1.1.5)
-    mini_portile2 (2.8.2)
+    mini_portile2 (2.8.4)
-    minitest (5.18.1)
+    minitest (5.19.0)
-    msgpack (1.7.1)
+    msgpack (1.7.2)
     multi_json (1.15.0)
     multi_xml (0.6.0)
     multipart-post (2.3.0)
     mysql2 (0.5.5)
     net-http-persistent (4.0.2)
       connection_pool (~> 2.2)
-    net-imap (0.3.6)
+    net-imap (0.3.7)
       date
       net-protocol
     net-pop (0.1.2)
@@ -298,7 +299,10 @@ GEM
     net-smtp (0.3.3)
       net-protocol
     nio4r (2.5.9)
-    nokogiri (1.15.2-arm64-darwin)
+    nokogiri (1.15.4)
+      mini_portile2 (~> 2.8.2)
+      racc (~> 1.4)
+    nokogiri (1.15.4-arm64-darwin)
       racc (~> 1.4)
     oauth2 (2.0.9)
       faraday (>= 0.17.3, < 3.0)
@@ -307,7 +311,7 @@ GEM
       rack (>= 1.2, < 4)
       snaky_hash (~> 2.0)
       version_gem (~> 1.1)
-    oj (3.15.0)
+    oj (3.16.0)
     omniauth (2.1.1)
       hashie (>= 3.4.6)
       rack (>= 2.2.3)
@@ -345,53 +349,58 @@ GEM
       method_source (~> 1.0)
     pry-rails (0.3.9)
       pry (>= 0.10.4)
-    public_suffix (5.0.1)
+    public_suffix (5.0.3)
-    puma (6.3.0)
+    puma (6.3.1)
       nio4r (~> 2.0)
     racc (1.7.1)
-    rack (2.2.7)
+    rack (2.2.8)
-    rack-protection (3.0.6)
+    rack-protection (3.1.0)
-      rack
+      rack (~> 2.2, >= 2.2.4)
     rack-proxy (0.7.6)
       rack
     rack-test (2.1.0)
       rack (>= 1.3)
-    rails (7.0.5)
+    rails (7.0.7)
-      actioncable (= 7.0.5)
+      actioncable (= 7.0.7)
-      actionmailbox (= 7.0.5)
+      actionmailbox (= 7.0.7)
-      actionmailer (= 7.0.5)
+      actionmailer (= 7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      actiontext (= 7.0.5)
+      actiontext (= 7.0.7)
-      actionview (= 7.0.5)
+      actionview (= 7.0.7)
-      activejob (= 7.0.5)
+      activejob (= 7.0.7)
-      activemodel (= 7.0.5)
+      activemodel (= 7.0.7)
-      activerecord (= 7.0.5)
+      activerecord (= 7.0.7)
-      activestorage (= 7.0.5)
+      activestorage (= 7.0.7)
-      activesupport (= 7.0.5)
+      activesupport (= 7.0.7)
       bundler (>= 1.15.0)
-      railties (= 7.0.5)
+      railties (= 7.0.7)
-    rails-dom-testing (2.0.3)
+    rails-dom-testing (2.2.0)
-      activesupport (>= 4.2.0)
+      activesupport (>= 5.0.0)
+      minitest
       nokogiri (>= 1.6)
     rails-html-sanitizer (1.6.0)
       loofah (~> 2.21)
       nokogiri (~> 1.14)
-    rails-i18n (7.0.7)
+    rails-i18n (7.0.8)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
-    railties (7.0.5)
+    rails_autolink (1.1.8)
-      actionpack (= 7.0.5)
+      actionview (> 3.1)
-      activesupport (= 7.0.5)
+      activesupport (> 3.1)
+      railties (> 3.1)
+    railties (7.0.7)
+      actionpack (= 7.0.7)
+      activesupport (= 7.0.7)
       method_source
       rake (>= 12.2)
       thor (~> 1.0)
       zeitwerk (~> 2.5)
     rainbow (3.1.1)
     rake (13.0.6)
-    redis-client (0.14.1)
+    redis-client (0.16.0)
       connection_pool
     regexp_parser (2.8.1)
-    reline (0.3.5)
+    reline (0.3.8)
       io-console (~> 0.5)
     representable (3.2.0)
       declarative (< 0.1.0)
@@ -403,14 +412,14 @@ GEM
       actionpack (>= 5.2)
       railties (>= 5.2)
     retriable (3.1.2)
-    rexml (3.2.5)
+    rexml (3.2.6)
     rollbar (3.4.0)
     rspec-core (3.12.2)
       rspec-support (~> 3.12.0)
     rspec-expectations (3.12.3)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.12.0)
-    rspec-mocks (3.12.5)
+    rspec-mocks (3.12.6)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.12.0)
     rspec-rails (6.0.3)
@@ -421,8 +430,9 @@ GEM
       rspec-expectations (~> 3.12)
       rspec-mocks (~> 3.12)
       rspec-support (~> 3.12)
-    rspec-support (3.12.0)
+    rspec-support (3.12.1)
-    rubocop (1.53.0)
+    rubocop (1.56.1)
+      base64 (~> 0.1.1)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
@@ -430,7 +440,7 @@ GEM
       rainbow (>= 2.2.2, < 4.0)
       regexp_parser (>= 1.8, < 3.0)
       rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.28.0, < 2.0)
+      rubocop-ast (>= 1.28.1, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
     rubocop-ast (1.29.0)
@@ -439,14 +449,14 @@ GEM
       rubocop (~> 1.41)
     rubocop-factory_bot (2.23.1)
       rubocop (~> 1.33)
-    rubocop-performance (1.18.0)
+    rubocop-performance (1.19.0)
       rubocop (>= 1.7.0, < 2.0)
       rubocop-ast (>= 0.4.0)
     rubocop-rails (2.20.2)
       activesupport (>= 4.2.0)
       rack (>= 1.1)
       rubocop (>= 1.33.0, < 2.0)
-    rubocop-rspec (2.22.0)
+    rubocop-rspec (2.23.2)
       rubocop (~> 1.33)
       rubocop-capybara (~> 2.17)
       rubocop-factory_bot (~> 2.22)
@@ -454,8 +464,12 @@ GEM
     ruby-vips (2.1.4)
       ffi (~> 1.12)
     ruby2_keywords (0.0.5)
+    rubyXL (3.4.25)
+      nokogiri (>= 1.10.8)
+      rubyzip (>= 1.3.0)
+    rubyzip (2.3.2)
     semantic_range (3.0.0)
-    shakapacker (7.0.0)
+    shakapacker (7.0.3)
       activesupport (>= 5.2)
       rack-proxy (>= 0.6.1)
       railties (>= 5.2)
@@ -480,8 +494,9 @@ GEM
     snaky_hash (2.0.1)
       hashie
       version_gem (~> 1.1, >= 1.1.1)
-    sqlite3 (1.5.4)
+    sqlite3 (1.6.3)
       mini_portile2 (~> 2.8.0)
+    sqlite3 (1.6.3-arm64-darwin)
     strip_attributes (1.13.0)
       activemodel (>= 3.0, < 8.0)
     thor (1.2.2)
@@ -511,15 +526,16 @@ GEM
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
     webrick (1.8.1)
-    websocket-driver (0.7.5)
+    websocket-driver (0.7.6)
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.8)
+    zeitwerk (2.6.11)
 
 PLATFORMS
   arm64-darwin-22
+  ruby
 
 DEPENDENCIES
   annotate
@@ -554,6 +570,7 @@ DEPENDENCIES
   puma
   rails
   rails-i18n
+  rails_autolink
   rollbar
   rspec-rails
   rubocop
@@ -561,6 +578,7 @@ DEPENDENCIES
   rubocop-rails
   rubocop-rspec
   ruby-vips
+  rubyXL
   shakapacker
   sidekiq
   simplecov

app/controllers/api/attachments_controller.rb

@@ -7,20 +7,7 @@ module Api
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      blob =
+      attachment = Submitters.create_attachment!(submitter, params)
-        if (file = params[:file])
-          ActiveStorage::Blob.create_and_upload!(io: file.open,
-                                                 filename: file.original_filename,
-                                                 content_type: file.content_type)
-        else
-          ActiveStorage::Blob.find_signed(params[:blob_signed_id])
-        end
-
-      attachment = ActiveStorage::Attachment.create!(
-        blob:,
-        name: params[:name],
-        record: submitter
-      )
 
       render json: attachment.as_json(only: %i[uuid], methods: %i[url filename content_type])
     end

app/controllers/api/templates_controller.rb

@@ -9,7 +9,8 @@ module Api
     end
 
     def show
-      render json: @template.as_json(include: { author: { only: %i[id email first_name last_name] } })
+      render json: @template.as_json(include: { author: { only: %i[id email first_name last_name] },
+                                                documents: { only: %i[id uuid], methods: %i[url filename] } })
     end
 
     def update

app/controllers/console_redirect_controller.rb

@@ -1,11 +1,17 @@
 # frozen_string_literal: true
 
 class ConsoleRedirectController < ApplicationController
+  skip_before_action :authenticate_user!
+
   def index
+    return redirect_to(new_user_session_path({ redir: params[:redir] }.compact)) if current_user.blank?
+
     auth = JsonWebToken.encode(uuid: current_user.uuid,
                                scope: :console,
                                exp: 1.minute.from_now.to_i)
 
-    redirect_to("#{Docuseal::CONSOLE_URL}?#{{ auth: }.to_query}", allow_other_host: true)
+    path = Addressable::URI.parse(params[:redir]).path if params[:redir].to_s.starts_with?(Docuseal::CONSOLE_URL)
+
+    redirect_to("#{Docuseal::CONSOLE_URL}#{path}?#{{ auth: }.to_query}", allow_other_host: true)
   end
 end

app/controllers/email_settings_controller.rb

@@ -13,7 +13,7 @@ class EmailSettingsController < ApplicationController
     else
       render :index, status: :unprocessable_entity
     end
-  rescue Net::SMTPError, OpenSSL::SSL::SSLError, Net::ReadTimeout => e
+  rescue StandardError => e
     flash[:alert] = e.message
 
     render :index, status: :unprocessable_entity

app/controllers/personalization_settings_controller.rb

@@ -0,0 +1,20 @@
+# frozen_string_literal: true
+
+class PersonalizationSettingsController < ApplicationController
+  def show; end
+
+  def create
+    account_config =
+      current_account.account_configs.find_or_initialize_by(key: encrypted_config_params[:key])
+
+    account_config.update!(encrypted_config_params)
+
+    redirect_back(fallback_location: settings_personalization_path, notice: 'Settings have been saved.')
+  end
+
+  private
+
+  def encrypted_config_params
+    params.require(:account_config).permit!
+  end
+end

app/controllers/registrations_controller.rb

@@ -2,6 +2,7 @@
 
 class RegistrationsController < Devise::RegistrationsController
   prepend_before_action :require_no_authentication, only: [:show]
+  prepend_before_action :maybe_redirect_if_signed_in, only: [:show]
 
   def show; end
 
@@ -13,6 +14,23 @@ class RegistrationsController < Devise::RegistrationsController
 
   private
 
+  def after_sign_up_path_for(...)
+    if params[:redir].present?
+      return console_redirect_index_path(redir: params[:redir]) if params[:redir].starts_with?(Docuseal::CONSOLE_URL)
+
+      return params[:redir]
+    end
+
+    super
+  end
+
+  def maybe_redirect_if_signed_in
+    return unless signed_in?
+    return if params[:redir].blank?
+
+    redirect_to after_sign_up_path_for(current_user)
+  end
+
   def require_no_authentication
     super
 

app/controllers/sessions_controller.rb

@@ -12,6 +12,16 @@ class SessionsController < Devise::SessionsController
 
   private
 
+  def after_sign_in_path_for(...)
+    if params[:redir].present?
+      return console_redirect_index_path(redir: params[:redir]) if params[:redir].starts_with?(Docuseal::CONSOLE_URL)
+
+      return params[:redir]
+    end
+
+    super
+  end
+
   def require_no_authentication
     super
 

app/controllers/setup_controller.rb

@@ -16,16 +16,17 @@ class SetupController < ApplicationController
   def create
     @account = Account.new(account_params)
     @account.timezone = Accounts.normalize_timezone(@account.timezone)
-
     @user = @account.users.new(user_params)
+    @encrypted_config = EncryptedConfig.new(encrypted_config_params)
 
     unless URI.parse(encrypted_config_params[:value].to_s).class.in?([URI::HTTP, URI::HTTPS])
-      @encrypted_config = EncryptedConfig.new(encrypted_config_params)
       @encrypted_config.errors.add(:value, 'should be a valid URL')
 
       return render :index, status: :unprocessable_entity
     end
 
+    return render :index, status: :unprocessable_entity unless @account.valid?
+
     if @user.save
       encrypted_configs = [
         { key: EncryptedConfig::APP_URL_KEY, value: encrypted_config_params[:value] },

app/controllers/start_form_controller.rb

@@ -36,7 +36,9 @@ class StartFormController < ApplicationController
   end
 
   def completed
-    @submitter = Submitter.where(submission: @template.submissions).find_by!(email: params[:email])
+    @submitter = Submitter.where(submission: @template.submissions)
+                          .where.not(completed_at: nil)
+                          .find_by!(email: params[:email])
   end
 
   private

app/controllers/submissions_export_controller.rb

@@ -0,0 +1,28 @@
+# frozen_string_literal: true
+
+class SubmissionsExportController < ApplicationController
+  before_action :load_template
+
+  def index
+    submissions = @template.submissions.active
+                           .preload(submitters: { documents_attachments: :blob,
+                                                  attachments_attachments: :blob })
+                           .order(id: :asc)
+
+    if params[:format] == 'csv'
+      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
+                filename: "#{@template.name}.csv"
+    elsif params[:format] == 'xlsx'
+      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
+                filename: "#{@template.name}.xlsx"
+    end
+  end
+
+  def new; end
+
+  private
+
+  def load_template
+    @template = current_account.templates.find(params[:template_id])
+  end
+end

app/controllers/submit_form_controller.rb

@@ -18,23 +18,7 @@ class SubmitFormController < ApplicationController
   def update
     submitter = Submitter.find_by!(slug: params[:slug])
 
-    update_submitter!(submitter)
+    Submitters::SubmitValues.call(submitter, params, request)
-
-    Submissions.update_template_fields!(submitter.submission) if submitter.submission.template_fields.blank?
-
-    submitter.submission.save!
-
-    if submitter.completed_at?
-      GenerateSubmitterResultAttachmentsJob.perform_later(submitter)
-
-      if submitter.account.encrypted_configs.exists?(key: EncryptedConfig::WEBHOOK_URL_KEY)
-        SendWebhookRequestJob.perform_later(submitter)
-      end
-
-      submitter.submission.template.account.users.active.each do |user|
-        SubmitterMailer.completed_email(submitter, user).deliver_later!
-      end
-    end
 
     head :ok
   end
@@ -42,26 +26,4 @@ class SubmitFormController < ApplicationController
   def completed
     @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
   end
-
-  private
-
-  def update_submitter!(submitter)
-    submitter.values.merge!(normalized_values)
-    submitter.completed_at = Time.current if params[:completed] == 'true'
-    submitter.opened_at ||= Time.current
-
-    submitter.save!
-
-    submitter
-  end
-
-  def normalized_values
-    params.fetch(:values, {}).to_unsafe_h.transform_values do |v|
-      if params[:cast_boolean] == 'true'
-        v == 'true'
-      else
-        v.is_a?(Array) ? v.compact_blank : v
-      end
-    end
-  end
 end

app/controllers/templates_controller.rb

@@ -17,7 +17,7 @@ class TemplatesController < ApplicationController
   end
 
   def edit
-    @template = current_account.templates.preload(documents_attachments: { preview_images_attachments: :blob })
+    @template = current_account.templates.preload(schema_documents: { preview_images_attachments: :blob })
                                .find(params[:id])
 
     render :edit, layout: 'plain'

app/javascript/application.js

@@ -45,10 +45,32 @@ window.customElements.define('set-timezone', SetTimezone)
 window.customElements.define('autoresize-textarea', AutoresizeTextarea)
 
 document.addEventListener('turbo:before-fetch-request', encodeMethodIntoRequestBody)
+document.addEventListener('turbo:submit-end', async (event) => {
+  const resp = event.detail?.formSubmission?.result?.fetchResponse?.response
+
+  if (!resp?.headers?.get('content-disposition')?.includes('attachment')) {
+    return
+  }
+
+  const url = URL.createObjectURL(await resp.blob())
+  const link = document.createElement('a')
+
+  link.href = url
+  link.setAttribute('download', decodeURIComponent(resp.headers.get('content-disposition').split('"')[1]))
+
+  document.body.appendChild(link)
+
+  link.click()
+
+  document.body.removeChild(link)
+
+  URL.revokeObjectURL(url)
+})
 
 window.customElements.define('template-builder', class extends HTMLElement {
   connectedCallback () {
     this.appElem = document.createElement('div')
+    this.appElem.classList.add('max-h-screen')
 
     this.app = createApp(TemplateBuilder, {
       template: reactive(JSON.parse(this.dataset.template)),

app/javascript/elements/turbo_modal.js

@@ -5,8 +5,12 @@ export default actionable(class extends HTMLElement {
     document.body.classList.add('overflow-hidden')
 
     document.addEventListener('keyup', this.onEscKey)
-    document.addEventListener('turbo:submit-end', this.onSubmit)
+
     document.addEventListener('turbo:before-cache', this.close)
+
+    if (this.dataset.closeAfterSubmit !== 'false') {
+      document.addEventListener('turbo:submit-end', this.onSubmit)
+    }
   }
 
   disconnectedCallback () {

app/javascript/form.js

@@ -15,6 +15,7 @@ window.customElements.define('submission-form', class extends HTMLElement {
       canSendEmail: this.dataset.canSendEmail === 'true',
       isDirectUpload: this.dataset.isDirectUpload === 'true',
       isDemo: this.dataset.isDemo === 'true',
+      withConfetti: true,
       values: reactive(JSON.parse(this.dataset.values)),
       attachments: reactive(JSON.parse(this.dataset.attachments)),
       fields: JSON.parse(this.dataset.fields)

app/javascript/submission_form/areas.vue

@@ -12,7 +12,7 @@
         :key="areaIndex"
       >
         <Teleport
-          :to="`#page-${area.attachment_uuid}-${area.page}`"
+          :to="findPageElementForArea(area)"
         >
           <FieldArea
             :ref="setAreaRef"
@@ -78,10 +78,16 @@ export default {
     this.areaRefs = []
   },
   methods: {
+    findPageElementForArea (area) {
+      return (this.$root.$el?.parentNode?.getRootNode() || document).getElementById(`page-${area.attachment_uuid}-${area.page}`)
+    },
     scrollIntoField (field) {
       this.areaRefs.find((area) => {
         if (area.field === field) {
-          if (document.body.style.overflow === 'hidden') {
+          const root = this.$root.$el.parentNode.getRootNode()
+          const container = root.body || root.querySelector('div')
+
+          if (container.style.overflow === 'hidden') {
             this.scrollInContainer(area.$el)
           } else {
             area.$refs.scrollToElem.scrollIntoView({ behavior: 'smooth', block: 'start' })
@@ -94,13 +100,19 @@ export default {
       })
     },
     scrollInContainer (target) {
+      const root = this.$root.$el.parentNode.getRootNode()
+
+      const scrollbox = root.getElementById('scrollbox')
+      const formContainer = root.getElementById('form_container')
+      const container = root.body || root.querySelector('div')
+
       const padding = 64
-      const boxRect = window.scrollbox.children[0].getBoundingClientRect()
+      const boxRect = scrollbox.children[0].getBoundingClientRect()
       const targetRect = target.getBoundingClientRect()
 
       const targetTopRelativeToBox = targetRect.top - boxRect.top
 
-      window.scrollbox.scrollTop = targetTopRelativeToBox - document.body.offsetHeight + window.form_container.offsetHeight + target.offsetHeight + padding
+      scrollbox.scrollTop = targetTopRelativeToBox - container.offsetHeight + formContainer.offsetHeight + target.offsetHeight + padding
     },
     setAreaRef (el) {
       if (el) {

app/javascript/submission_form/completed.vue

@@ -86,6 +86,7 @@ export default {
     IconLogin,
     IconDownload
   },
+  inject: ['baseUrl'],
   props: {
     submitterSlug: {
       type: String,
@@ -96,6 +97,11 @@ export default {
       required: false,
       default: false
     },
+    withConfetti: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     canSendEmail: {
       type: Boolean,
       required: false,
@@ -109,19 +115,21 @@ export default {
     }
   },
   async mounted () {
-    const { default: confetti } = await import('canvas-confetti')
+    if (this.withConfetti) {
+      const { default: confetti } = await import('canvas-confetti')
 
-    confetti({
+      confetti({
-      particleCount: 50,
+        particleCount: 50,
-      startVelocity: 30,
+        startVelocity: 30,
-      spread: 140
+        spread: 140
-    })
+      })
+    }
   },
   methods: {
     sendCopyToEmail () {
       this.isSendingCopy = true
 
-      fetch(`/send_submission_email.json?submitter_slug=${this.submitterSlug}`, {
+      fetch(this.baseUrl + `/send_submission_email.json?submitter_slug=${this.submitterSlug}`, {
         method: 'POST'
       }).then(() => {
         alert('Email has been sent')
@@ -132,7 +140,7 @@ export default {
     download () {
       this.isDownloading = true
 
-      fetch(`/submitters/${this.submitterSlug}/download`).then((response) => response.json()).then((urls) => {
+      fetch(this.baseUrl + `/submitters/${this.submitterSlug}/download`).then((response) => response.json()).then((urls) => {
         const fileRequests = urls.map((url) => {
           return () => {
             return fetch(url).then(async (resp) => {

app/javascript/submission_form/dropzone.vue

@@ -55,6 +55,7 @@ export default {
     IconCloudUpload,
     IconInnerShadowTop
   },
+  inject: ['baseUrl'],
   props: {
     message: {
       type: String,
@@ -141,7 +142,7 @@ export default {
 
         return await Promise.all(
           blobs.map((blob) => {
-            return fetch('/api/attachments', {
+            return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: JSON.stringify({
                 name: 'attachments',
@@ -166,7 +167,7 @@ export default {
             formData.append('submitter_slug', this.submitterSlug)
             formData.append('name', 'attachments')
 
-            return fetch('/api/attachments', {
+            return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: formData
             }).then(resp => resp.json()).then((data) => {

app/javascript/submission_form/form.vue

@@ -10,7 +10,7 @@
   />
   <button
     v-if="!isFormVisible"
-    class="btn btn-neutral text-white absolute rounded-none border-x-0 md:border md:rounded-full bottom-0 w-full md:mb-4 text-base"
+    class="btn btn-neutral flex text-white absolute rounded-none border-x-0 md:border md:rounded-full bottom-0 w-full md:mb-4 text-base"
     @click.prevent="isFormVisible = true"
   >
     Submit Form
@@ -194,7 +194,9 @@
               class="space-y-3.5 mx-auto"
             >
               <template v-if="isAnonymousChecboxes">
-                Complete hightlighted checkboxes and click <span class="font-semibold">{{ stepFields.length === currentStep + 1 ? 'submit' : 'next' }}</span>.
+                <span class="text-xl">
+                  Complete hightlighted checkboxes and click <span class="font-semibold">{{ stepFields.length === currentStep + 1 ? 'submit' : 'next' }}</span>.
+                </span>
                 <input
                   v-for="field in currentStepFields"
                   :key="field.uuid"
@@ -290,6 +292,7 @@
       <FormCompleted
         v-else
         :is-demo="isDemo"
+        :with-confetti="withConfetti"
         :can-send-email="canSendEmail"
         :submitter-slug="submitterSlug"
       />
@@ -331,6 +334,11 @@ export default {
     IconArrowsDiagonalMinimize2,
     FormCompleted
   },
+  provide () {
+    return {
+      baseUrl: this.baseUrl
+    }
+  },
   props: {
     submitterSlug: {
       type: String,
@@ -350,6 +358,16 @@ export default {
       required: false,
       default: () => []
     },
+    withConfetti: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
+    baseUrl: {
+      type: String,
+      required: false,
+      default: ''
+    },
     fields: {
       type: Array,
       required: false,
@@ -357,16 +375,17 @@ export default {
     },
     authenticityToken: {
       type: String,
-      required: true
+      required: false,
+      default: ''
     },
     isDirectUpload: {
       type: Boolean,
-      required: true,
+      required: false,
       default: false
     },
     isDemo: {
       type: Boolean,
-      required: true,
+      required: false,
       default: false
     },
     values: {
@@ -429,10 +448,17 @@ export default {
     )
 
     if (/iPhone|iPad|iPod/i.test(navigator.userAgent)) {
-      document.body.style.overflow = 'hidden'
+      this.$nextTick(() => {
+        const root = this.$root.$el.parentNode.getRootNode()
+        const scrollbox = root.getElementById('scrollbox')
+        const parent = root.body || root.querySelector('div')
 
-      window.scrollbox.classList.add('h-full', 'overflow-y-auto')
+        parent.style.overflow = 'hidden'
-      window.scrollbox.parentNode.classList.add('h-screen', 'overflow-y-auto')
+
+        scrollbox.classList.add('h-full', 'overflow-y-auto')
+        scrollbox.parentNode.classList.add('h-screen', 'overflow-y-auto')
+        scrollbox.parentNode.style.maxHeight = '-webkit-fill-available'
+      })
     }
   },
   methods: {
@@ -455,7 +481,7 @@ export default {
       if (this.isCompleted) {
         return Promise.resolve({})
       } else {
-        return fetch(this.submitPath, {
+        return fetch(this.baseUrl + this.submitPath, {
           method: 'POST',
           body: formData || new FormData(this.$refs.form)
         })

app/javascript/submission_form/signature_step.vue

@@ -10,6 +10,7 @@
           data-tip="Type text"
         >
           <button
+            id="type_text_button"
             class="btn btn-sm btn-circle"
             :class="{ 'btn-neutral': isTextSignature, 'btn-outline': !isTextSignature }"
             @click.prevent="toggleTextInput"
@@ -78,6 +79,7 @@
     />
     <input
       v-if="isTextSignature"
+      id="signature_text_input"
       ref="textInput"
       class="base-input !text-2xl w-full mt-6"
       :required="field.required"
@@ -99,6 +101,7 @@ export default {
     IconTextSize,
     IconArrowsDiagonalMinimize2
   },
+  inject: ['baseUrl'],
   props: {
     field: {
       type: Object,
@@ -304,7 +307,7 @@ export default {
               file,
               '/direct_uploads'
             ).create((_error, data) => {
-              fetch('/api/attachments', {
+              fetch(this.baseUrl + '/api/attachments', {
                 method: 'POST',
                 body: JSON.stringify({
                   submitter_slug: this.submitterSlug,
@@ -326,12 +329,12 @@ export default {
             formData.append('submitter_slug', this.submitterSlug)
             formData.append('name', 'attachments')
 
-            return fetch('/api/attachments', {
+            return fetch(this.baseUrl + '/api/attachments', {
               method: 'POST',
               body: formData
             }).then((resp) => resp.json()).then((attachment) => {
-              this.$emit('update:model-value', attachment.uuid)
               this.$emit('attached', attachment)
+              this.$emit('update:model-value', attachment.uuid)
 
               return resolve(attachment)
             })

app/javascript/template_builder/area.vue

@@ -226,14 +226,14 @@ export default {
       }
     },
     startResizeCell (e) {
-      document.addEventListener('mousemove', this.onResizeCell)
+      this.$el.getRootNode().addEventListener('mousemove', this.onResizeCell)
-      document.addEventListener('mouseup', this.stopResizeCell)
+      this.$el.getRootNode().addEventListener('mouseup', this.stopResizeCell)
 
       this.$emit('start-resize', 'ew')
     },
     stopResizeCell (e) {
-      document.removeEventListener('mousemove', this.onResizeCell)
+      this.$el.getRootNode().removeEventListener('mousemove', this.onResizeCell)
-      document.removeEventListener('mouseup', this.stopResizeCell)
+      this.$el.getRootNode().removeEventListener('mouseup', this.stopResizeCell)
 
       this.$emit('stop-resize')
 
@@ -266,11 +266,13 @@ export default {
       })
     },
     onNameBlur (e) {
+      const text = this.$refs.name.innerText.trim()
+
       this.isNameFocus = false
       this.$refs.name.style.minWidth = ''
 
-      if (e.target.innerText.trim()) {
+      if (text) {
-        this.field.name = e.target.innerText.trim()
+        this.field.name = text
       } else {
         this.field.name = ''
         this.$refs.name.innerText = this.defaultName
@@ -302,14 +304,14 @@ export default {
 
       this.dragFrom = { x: e.clientX - rect.left, y: e.clientY - rect.top }
 
-      document.addEventListener('mousemove', this.drag)
+      this.$el.getRootNode().addEventListener('mousemove', this.drag)
-      document.addEventListener('mouseup', this.stopDrag)
+      this.$el.getRootNode().addEventListener('mouseup', this.stopDrag)
 
       this.$emit('start-drag')
     },
     stopDrag () {
-      document.removeEventListener('mousemove', this.drag)
+      this.$el.getRootNode().removeEventListener('mousemove', this.drag)
-      document.removeEventListener('mouseup', this.stopDrag)
+      this.$el.getRootNode().removeEventListener('mouseup', this.stopDrag)
 
       if (this.isDragged) {
         this.save()
@@ -322,14 +324,14 @@ export default {
     startResize () {
       this.selectedAreaRef.value = this.area
 
-      document.addEventListener('mousemove', this.resize)
+      this.$el.getRootNode().addEventListener('mousemove', this.resize)
-      document.addEventListener('mouseup', this.stopResize)
+      this.$el.getRootNode().addEventListener('mouseup', this.stopResize)
 
       this.$emit('start-resize', 'nwse')
     },
     stopResize () {
-      document.removeEventListener('mousemove', this.resize)
+      this.$el.getRootNode().removeEventListener('mousemove', this.resize)
-      document.removeEventListener('mouseup', this.stopResize)
+      this.$el.getRootNode().removeEventListener('mouseup', this.stopResize)
 
       this.$emit('stop-resize')
 

app/javascript/template_builder/builder.vue

@@ -1,13 +1,17 @@
 <template>
   <div
     style="max-width: 1600px"
-    class="mx-auto pl-4"
+    class="mx-auto pl-4 h-full"
   >
     <div class="flex justify-between py-1.5 items-center pr-4">
       <div class="flex space-x-3">
-        <a href="/">
+        <a
+          v-if="withLogoLink"
+          href="/"
+        >
           <Logo />
         </a>
+        <Logo v-else />
         <Contenteditable
           :model-value="template.name"
           class="text-3xl font-semibold focus:text-clip"
@@ -16,46 +20,53 @@
         />
       </div>
       <div class="space-x-3 flex items-center">
-        <a
+        <slot
-          :href="`/templates/${template.id}/submissions/new`"
+          v-if="$slots.buttons"
-          data-turbo-frame="modal"
+          name="buttons"
-          class="btn btn-primary"
+        />
-        >
+        <template v-else>
-          <IconUsersPlus
+          <a
-            width="20"
+            :href="`/templates/${template.id}/submissions/new`"
-            class="inline"
+            data-turbo-frame="modal"
-          />
+            class="btn btn-primary"
-          <span class="hidden md:inline">
+          >
-            Recipients
+            <IconUsersPlus
-          </span>
+              width="20"
-        </a>
+              class="inline"
-        <button
+            />
-          class="base-button"
+            <span class="hidden md:inline">
-          :class="{ disabled: isSaving }"
+              Recipients
-          v-bind="isSaving ? { disabled: true } : {}"
+            </span>
-          @click.prevent="onSaveClick"
+          </a>
-        >
+          <button
-          <IconInnerShadowTop
+            class="base-button"
-            v-if="isSaving"
+            :class="{ disabled: isSaving }"
-            width="20"
+            v-bind="isSaving ? { disabled: true } : {}"
-            class="animate-spin"
+            @click.prevent="onSaveClick"
-          />
+          >
-          <IconDeviceFloppy
+            <IconInnerShadowTop
-            v-else
+              v-if="isSaving"
-            width="20"
+              width="20"
-          />
+              class="animate-spin"
-          <span class="hidden md:inline">
+            />
-            Save
+            <IconDeviceFloppy
-          </span>
+              v-else
-        </button>
+              width="20"
+            />
+            <span class="hidden md:inline">
+              Save
+            </span>
+          </button>
+        </template>
       </div>
     </div>
     <div
       class="flex"
-      style="max-height: calc(100vh - 60px)"
+      style="max-height: calc(100% - 60px)"
     >
       <div
         ref="previews"
+        :style="{ 'display': isBreakpointLg ? 'none' : 'initial' }"
         class="overflow-y-auto overflow-x-hidden w-52 flex-none pr-3 mt-0.5 pt-0.5 hidden lg:block"
       >
         <DocumentPreview
@@ -94,19 +105,46 @@
             @success="updateFromUpload"
           />
           <template v-else>
-            <Document
+            <template
               v-for="document in sortedDocuments"
               :key="document.uuid"
-              :ref="setDocumentRefs"
+            >
-              :areas-index="fieldAreasIndex[document.uuid]"
+              <Document
-              :selected-submitter="selectedSubmitter"
+                :ref="setDocumentRefs"
-              :document="document"
+                :areas-index="fieldAreasIndex[document.uuid]"
-              :is-drag="!!dragFieldType"
+                :selected-submitter="selectedSubmitter"
-              :draw-field="drawField"
+                :document="document"
-              @draw="onDraw"
+                :is-drag="!!dragFieldType"
-              @drop-field="onDropfield"
+                :draw-field="drawField"
-              @remove-area="removeArea"
+                @draw="onDraw"
-            />
+                @drop-field="onDropfield"
+                @remove-area="removeArea"
+              />
+              <DocumentControls
+                v-if="isBreakpointLg"
+                :with-arrows="template.schema.length > 1"
+                :item="template.schema.find((item) => item.attachment_uuid === document.uuid)"
+                :document="document"
+                :template="template"
+                :is-direct-upload="isDirectUpload"
+                class="pb-2 mb-2 border-b border-base-300 border-dashed"
+                @remove="onDocumentRemove"
+                @replace="onDocumentReplace"
+                @up="moveDocument(template.schema.find((item) => item.attachment_uuid === document.uuid), -1)"
+                @down="moveDocument(template.schema.find((item) => item.attachment_uuid === document.uuid), 1)"
+                @change="save"
+              />
+            </template>
+            <div
+              v-if="sortedDocuments.length && isBreakpointLg"
+              class="pb-4"
+            >
+              <Upload
+                :template-id="template.id"
+                :is-direct-upload="isDirectUpload"
+                @success="updateFromUpload"
+              />
+            </div>
           </template>
         </div>
         <div
@@ -122,7 +160,7 @@
         </div>
       </div>
       <div
-        class="relative w-80 flex-none pt-0.5 pr-4 pl-0.5 hidden md:block"
+        class="relative w-80 flex-none mt-1 pr-4 pl-0.5 hidden md:block"
         :class="drawField ? 'overflow-hidden' : 'overflow-auto'"
       >
         <div
@@ -149,6 +187,7 @@
             :fields="template.fields"
             :submitters="template.submitters"
             :selected-submitter="selectedSubmitter"
+            :with-sticky-submitters="withStickySubmitters"
             @set-draw="drawField = $event"
             @set-drag="dragFieldType = $event"
             @change-submitter="selectedSubmitter = $event"
@@ -169,6 +208,7 @@ import Document from './document'
 import Logo from './logo'
 import Contenteditable from './contenteditable'
 import DocumentPreview from './preview'
+import DocumentControls from './controls'
 import { IconUsersPlus, IconDeviceFloppy, IconInnerShadowTop } from '@tabler/icons-vue'
 import { v4 } from 'uuid'
 import { ref, computed } from 'vue'
@@ -182,6 +222,7 @@ export default {
     Logo,
     Dropzone,
     DocumentPreview,
+    DocumentControls,
     IconInnerShadowTop,
     Contenteditable,
     IconUsersPlus,
@@ -191,6 +232,7 @@ export default {
     return {
       template: this.template,
       save: this.save,
+      baseFetch: this.baseFetch,
       selectedAreaRef: computed(() => this.selectedAreaRef)
     }
   },
@@ -201,13 +243,34 @@ export default {
     },
     isDirectUpload: {
       type: Boolean,
-      required: true,
+      required: false,
       default: false
+    },
+    baseUrl: {
+      type: String,
+      required: false,
+      default: ''
+    },
+    withLogoLink: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    withStickySubmitters: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    fetchOptions: {
+      type: Object,
+      required: false,
+      default: () => ({ headers: {} })
     }
   },
   data () {
     return {
       documentRefs: [],
+      isBreakpointLg: false,
       isSaving: false,
       selectedSubmitter: null,
       drawField: null,
@@ -244,15 +307,28 @@ export default {
     this.selectedSubmitter = this.template.submitters[0]
   },
   mounted () {
+    this.$nextTick(() => {
+      this.onWindowResize()
+    })
+
     document.addEventListener('keyup', this.onKeyUp)
+
+    window.addEventListener('resize', this.onWindowResize)
   },
   unmounted () {
     document.removeEventListener('keyup', this.onKeyUp)
+
+    window.removeEventListener('resize', this.onWindowResize)
   },
   beforeUpdate () {
     this.documentRefs = []
   },
   methods: {
+    onWindowResize (e) {
+      const breakpointLg = 1024
+
+      this.isBreakpointLg = this.$el.getRootNode().querySelector('div').offsetWidth < breakpointLg
+    },
     setDocumentRefs (el) {
       if (el) {
         this.documentRefs.push(el)
@@ -474,10 +550,18 @@ export default {
 
       this.selectedAreaRef.value = area
     },
+    baseFetch (path, options = {}) {
+      return fetch(this.baseUrl + path, {
+        ...options,
+        headers: { ...this.fetchOptions.headers, ...options.headers }
+      })
+    },
     save () {
-      this.$el.closest('template-builder').dataset.template = JSON.stringify(this.template)
+      if (this.$el.closest('template-builder')) {
+        this.$el.closest('template-builder').dataset.template = JSON.stringify(this.template)
+      }
 
-      return fetch(`/api/templates/${this.template.id}`, {
+      return this.baseFetch(`/api/templates/${this.template.id}`, {
         method: 'PUT',
         body: JSON.stringify({
           template: {

app/javascript/template_builder/controls.vue

@@ -0,0 +1,91 @@
+<template>
+  <div class="flex space-x-2">
+    <Contenteditable
+      class="w-full block mr-6"
+      :model-value="item.name"
+      :icon-width="16"
+      @update:model-value="onUpdateName"
+    />
+    <ReplaceButton
+      :is-direct-upload="isDirectUpload"
+      :template-id="template.id"
+      @click.stop
+      @success="$emit('replace', { replaceSchemaItem: item, ...$event })"
+    />
+    <button
+      v-if="withArrows"
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      style="width: 24px; height: 24px"
+      @click.stop="$emit('up', item)"
+    >
+      &uarr;
+    </button>
+    <button
+      v-if="withArrows"
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      style="width: 24px; height: 24px"
+      @click.stop="$emit('down', item)"
+    >
+      &darr;
+    </button>
+    <button
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      style="width: 24px; height: 24px"
+      @click.stop="$emit('remove', item)"
+    >
+      &times;
+    </button>
+  </div>
+</template>
+
+<script>
+import Contenteditable from './contenteditable'
+import Upload from './upload'
+import ReplaceButton from './replace'
+
+export default {
+  name: 'DocumentControls',
+  components: {
+    Contenteditable,
+    ReplaceButton
+  },
+  props: {
+    item: {
+      type: Object,
+      required: true
+    },
+    template: {
+      type: Object,
+      required: true
+    },
+    document: {
+      type: Object,
+      required: true
+    },
+    isDirectUpload: {
+      type: Boolean,
+      required: true,
+      default: false
+    },
+    withArrows: {
+      type: Boolean,
+      required: false,
+      default: true
+    }
+  },
+  emits: ['change', 'remove', 'up', 'down', 'replace'],
+  mounted () {
+    if (this.isDirectUpload) {
+      import('@rails/activestorage')
+    }
+  },
+  methods: {
+    upload: Upload.methods.upload,
+    onUpdateName (value) {
+      this.item.name = value
+
+      this.$emit('change')
+    }
+  }
+}
+</script>

app/javascript/template_builder/dropzone.vue

@@ -61,6 +61,7 @@ export default {
     IconCloudUpload,
     IconInnerShadowTop
   },
+  inject: ['baseFetch'],
   props: {
     templateId: {
       type: [Number, String],

app/javascript/template_builder/field.vue

@@ -58,7 +58,7 @@
             <label
               tabindex="0"
               title="Areas"
-              class="cursor-pointer text-base-100 group-hover:text-base-content"
+              class="cursor-pointer text-transparent group-hover:text-base-content"
             >
               <IconShape
                 :width="18"
@@ -104,7 +104,7 @@
           <button
             v-else
             title="Areas"
-            class="relative cursor-pointer text-base-100 group-hover:text-base-content"
+            class="relative cursor-pointer text-transparent group-hover:text-base-content"
             @click="$emit('set-draw', field)"
           >
             <IconShape
@@ -113,7 +113,7 @@
             />
           </button>
           <button
-            class="relative text-base-100 group-hover:text-base-content"
+            class="relative text-transparent group-hover:text-base-content"
             title="Remove"
             @click="$emit('remove', field)"
           >
@@ -122,7 +122,7 @@
               :stroke-width="1.6"
             />
           </button>
-          <div class="flex flex-col pr-1 text-base-100 group-hover:text-base-content">
+          <div class="flex flex-col pr-1 text-transparent group-hover:text-base-content">
             <button
               title="Up"
               class="relative"
@@ -156,7 +156,7 @@
           </span>
           <input
             v-model="field.options[index]"
-            class="w-full input input-primary input-xs text-sm"
+            class="w-full input input-primary input-xs text-sm bg-transparent"
             type="text"
             required
             @blur="save"
@@ -254,8 +254,10 @@ export default {
       })
     },
     onNameBlur (e) {
-      if (e.target.innerText.trim()) {
+      const text = this.$refs.name.$refs.contenteditable.innerText.trim()
-        this.field.name = e.target.innerText.trim()
+
+      if (text) {
+        this.field.name = text
       } else {
         this.field.name = ''
         this.$refs.name.$refs.contenteditable.innerText = this.defaultName

app/javascript/template_builder/fields.vue

@@ -1,8 +1,9 @@
 <template>
-  <div class="sticky -top-1 bg-base-100 pt-1 -mt-1 z-10">
+  <div :class="withStickySubmitters ? 'sticky top-0 z-10' : ''">
     <FieldSubmitter
       :model-value="selectedSubmitter.uuid"
-      class="w-full bg-base-100"
+      class="w-full rounded-lg"
+      :class="{ 'bg-base-100': withStickySubmitters }"
       :submitters="submitters"
       @new-submitter="save"
       @remove="removeSubmitter"
@@ -28,7 +29,7 @@
       v-for="(icon, type) in fieldIcons"
       :key="type"
       draggable="true"
-      class="flex items-center justify-center border border-dashed border-base-300 bg-base-100 w-full rounded relative"
+      class="flex items-center justify-center border border-dashed border-base-300 w-full rounded relative"
       @dragstart="onDragstart(type)"
       @dragend="$emit('drag-end')"
       @click="addField(type)"
@@ -106,6 +107,11 @@ export default {
       type: Array,
       required: true
     },
+    withStickySubmitters: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     submitters: {
       type: Array,
       required: true

app/javascript/template_builder/page.vue

@@ -4,7 +4,7 @@
       ref="image"
       :src="image.url"
       :width="width"
-      class="shadow-md mb-4"
+      class="border rounded mb-4"
       :height="height"
       loading="lazy"
     >

app/javascript/template_builder/replace.vue

@@ -26,6 +26,7 @@ import Upload from './upload'
 
 export default {
   name: 'ReplaceDocument',
+  inject: ['baseFetch'],
   props: {
     templateId: {
       type: [Number, String],

app/javascript/template_builder/upload.vue

@@ -50,6 +50,7 @@ export default {
     IconUpload,
     IconInnerShadowTop
   },
+  inject: ['baseFetch'],
   props: {
     templateId: {
       type: [Number, String],
@@ -113,7 +114,7 @@ export default {
 
         this.isProcessing = true
 
-        fetch(`/api/templates/${this.templateId}/documents`, {
+        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
           method: 'POST',
           body: JSON.stringify({ blobs }),
           headers: { 'Content-Type': 'application/json' }
@@ -124,7 +125,7 @@ export default {
           this.isProcessing = false
         })
       } else {
-        fetch(`/api/templates/${this.templateId}/documents`, {
+        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
           method: 'POST',
           body: new FormData(this.$refs.form)
         }).then(resp => resp.json()).then((data) => {

app/mailers/application_mailer.rb

@@ -6,6 +6,10 @@ class ApplicationMailer < ActionMailer::Base
 
   register_interceptor ActionMailerConfigsInterceptor
 
+  before_action do
+    ActiveStorage::Current.url_options = Docuseal.default_url_options
+  end
+
   def default_url_options
     Docuseal.default_url_options
   end

app/mailers/submitter_mailer.rb

@@ -4,23 +4,46 @@ class SubmitterMailer < ApplicationMailer
   DEFAULT_MESSAGE = %(You have been invited to submit the "%<name>s" form:)
 
   def invitation_email(submitter, message: '')
+    @current_account = submitter.submission.template.account
     @submitter = submitter
     @message = message.presence || format(DEFAULT_MESSAGE, name: submitter.submission.template.name)
 
+    @email_config = @current_account.account_configs.find_by(key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY)
+
+    subject =
+      if @email_config
+        ReplaceEmailVariables.call(@email_config.value['subject'], submitter:)
+      else
+        'You have been invited to submit a form'
+      end
+
     mail(to: @submitter.email,
-         subject: 'You have been invited to submit a form',
+         from: from_address_for_submitter(submitter),
+         subject:,
          reply_to: submitter.submission.created_by_user&.friendly_name)
   end
 
   def completed_email(submitter, user)
+    @current_account = submitter.submission.template.account
     @submitter = submitter
     @user = user
 
-    mail(to: user.email,
+    @email_config = @current_account.account_configs.find_by(key: AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
-         subject: %(#{submitter.email} has completed the "#{submitter.submission.template.name}" form))
+
+    subject =
+      if @email_config
+        ReplaceEmailVariables.call(@email_config.value['subject'], submitter:)
+      else
+        %(#{submitter.email} has completed the "#{submitter.submission.template.name}" form)
+      end
+
+    mail(from: from_address_for_submitter(submitter),
+         to: user.email,
+         subject:)
   end
 
   def documents_copy_email(submitter)
+    @current_account = submitter.submission.template.account
     @submitter = submitter
 
     Submissions::EnsureResultGenerated.call(@submitter)
@@ -31,6 +54,23 @@ class SubmitterMailer < ApplicationMailer
       attachments[attachment.filename.to_s] = attachment.download
     end
 
-    mail(to: submitter.email, subject: 'Your copy of documents')
+    @email_config = @current_account.account_configs.find_by(key: AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
+
+    subject =
+      if @email_config
+        ReplaceEmailVariables.call(@email_config.value['subject'], submitter:)
+      else
+        'Your copy of documents'
+      end
+
+    mail(from: from_address_for_submitter(submitter),
+         to: submitter.email,
+         subject:)
+  end
+
+  private
+
+  def from_address_for_submitter(submitter)
+    submitter.submission.created_by_user&.friendly_name || submitter.submission.template.author.friendly_name
   end
 end

app/mailers/user_mailer.rb

@@ -2,6 +2,7 @@
 
 class UserMailer < ApplicationMailer
   def invitation_email(user)
+    @current_account = user.account
     @user = user
     @token = @user.send(:set_reset_password_token)
 

app/models/account.rb

@@ -14,6 +14,7 @@
 class Account < ApplicationRecord
   has_many :users, dependent: :destroy
   has_many :encrypted_configs, dependent: :destroy
+  has_many :account_configs, dependent: :destroy
   has_many :templates, dependent: :destroy
   has_many :submissions, through: :templates
   has_many :submitters, through: :submissions

app/models/account_config.rb

@@ -0,0 +1,60 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: account_configs
+#
+#  id         :bigint           not null, primary key
+#  key        :string           not null
+#  value      :text             not null
+#  created_at :datetime         not null
+#  updated_at :datetime         not null
+#  account_id :bigint           not null
+#
+# Indexes
+#
+#  index_account_configs_on_account_id          (account_id)
+#  index_account_configs_on_account_id_and_key  (account_id,key) UNIQUE
+#
+# Foreign Keys
+#
+#  fk_rails_...  (account_id => accounts.id)
+#
+class AccountConfig < ApplicationRecord
+  SUBMITTER_INVITATION_EMAIL_KEY = 'submitter_invitation_email'
+  SUBMITTER_COMPLETED_EMAIL_KEY = 'submitter_completed_email'
+  SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY = 'submitter_documents_copy_email'
+
+  DEFAULT_VALUES = {
+    SUBMITTER_INVITATION_EMAIL_KEY => {
+      'subject' => 'You have been invited to submit a form',
+      'body' => "Hi there,\n\n" \
+                "You have been invited to submit the \"{{template.name}}\" form:\n\n" \
+                "{{submitter.link}}\n\n" \
+                "Please contact us by replying to this email if you didn't request this.\n\n" \
+                "Thanks,\n" \
+                '{{account.name}}'
+    },
+    SUBMITTER_COMPLETED_EMAIL_KEY => {
+      'subject' => '{{submitter.email}} has completed the "{{template.name}}" form',
+      'body' => "Hi,\n\n" \
+                "{{submitter.email}} has completed the \"{{template.name}}\" form:\n\n" \
+                "{{submission.link}}\n\n" \
+                "Thanks,\n" \
+                '{{account.name}}'
+    },
+    SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => {
+      'subject' => 'Your copy of documents',
+      'body' => "Hi there,\n\n" \
+                "Please check the copy of your \"{{template.name}}\" submission in the email attachments.\n" \
+                "Alternatively, you can download the copy using:\n\n" \
+                "{{documents.links}}\n\n" \
+                "Thanks,\n" \
+                '{{account.name}}'
+    }
+  }.freeze
+
+  belongs_to :account
+
+  serialize :value, JSON
+end

app/models/encrypted_config.rb

@@ -21,11 +21,13 @@
 #  fk_rails_...  (account_id => accounts.id)
 #
 class EncryptedConfig < ApplicationRecord
-  FILES_STORAGE_KEY = 'active_storage'
+  CONFIG_KEYS = [
-  EMAIL_SMTP_KEY = 'action_mailer_smtp'
+    FILES_STORAGE_KEY = 'active_storage',
-  ESIGN_CERTS_KEY = 'esign_certs'
+    EMAIL_SMTP_KEY = 'action_mailer_smtp',
-  APP_URL_KEY = 'app_url'
+    ESIGN_CERTS_KEY = 'esign_certs',
-  WEBHOOK_URL_KEY = 'webhook_url'
+    APP_URL_KEY = 'app_url',
+    WEBHOOK_URL_KEY = 'webhook_url'
+  ].freeze
 
   belongs_to :account
 

app/models/template.rb

@@ -10,6 +10,7 @@
 #  name       :string           not null
 #  schema     :text             not null
 #  slug       :string           not null
+#  source     :text             not null
 #  submitters :text             not null
 #  created_at :datetime         not null
 #  updated_at :datetime         not null
@@ -37,6 +38,7 @@ class Template < ApplicationRecord
   attribute :schema, :string, default: -> { [] }
   attribute :submitters, :string, default: -> { [{ name: DEFAULT_SUBMITTER_NAME, uuid: SecureRandom.uuid }] }
   attribute :slug, :string, default: -> { SecureRandom.base58(14) }
+  attribute :source, :string, default: 'native'
 
   serialize :fields, JSON
   serialize :schema, JSON

app/models/user.rb

@@ -11,8 +11,8 @@
 #  email                  :string           not null
 #  encrypted_password     :string           not null
 #  failed_attempts        :integer          default(0), not null
-#  first_name             :string           not null
+#  first_name             :string
-#  last_name              :string           not null
+#  last_name              :string
 #  last_sign_in_at        :datetime
 #  last_sign_in_ip        :string
 #  locked_at              :datetime
@@ -40,20 +40,24 @@
 #  fk_rails_...  (account_id => accounts.id)
 #
 class User < ApplicationRecord
-  ROLES = %w[admin].freeze
+  ROLES = [
+    ADMIN_ROLE = 'admin'
+  ].freeze
 
   EMAIL_REGEXP = /[^@,\s]+@[^@,\s]+/
 
   belongs_to :account
   has_one :access_token, dependent: :destroy
+  has_many :templates, dependent: :destroy, foreign_key: :author_id, inverse_of: :author
 
   devise :database_authenticatable, :recoverable, :rememberable, :validatable, :trackable
   devise :registerable, :omniauthable, omniauth_providers: [:google_oauth2] if Docuseal.multitenant?
 
-  attribute :role, :string, default: 'admin'
+  attribute :role, :string, default: ADMIN_ROLE
   attribute :uuid, :string, default: -> { SecureRandom.uuid }
 
   scope :active, -> { where(deleted_at: nil) }
+  scope :admins, -> { where(role: ADMIN_ROLE) }
 
   def access_token
     super || build_access_token.tap(&:save!)
@@ -68,14 +72,18 @@ class User < ApplicationRecord
   end
 
   def initials
-    [first_name.first, last_name.first].join.upcase
+    [first_name&.first, last_name&.first].compact_blank.join.upcase
   end
 
   def full_name
-    [first_name, last_name].join(' ')
+    [first_name, last_name].compact_blank.join(' ')
   end
 
   def friendly_name
-    "#{full_name} <#{email}>"
+    if full_name.present?
+      "#{full_name} <#{email}>"
+    else
+      email
+    end
   end
 end

app/views/api_settings/index.html.erb

@@ -90,7 +90,7 @@
         </div>
         <div class="collapse-content" style="display: inherit">
           <div class="mockup-code overflow-hidden">
-            <% text = capture do %>curl '<%= api_template_url(current_account.templates.last) %>' \
+            <% text = capture do %>curl '<%= api_template_url(current_account.templates&.last || 1) %>' \
        --header 'X-Auth-Token: <%= current_user.access_token.token %>'<% end.to_str %>
             <span class="top-0 right-0 absolute">
               <%= render 'shared/clipboard_copy', icon: 'copy', text:, class: 'btn btn-ghost text-white', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy', copied_title: 'Copied' %>

app/views/dashboard/index.html.erb

@@ -17,7 +17,7 @@
           <div class="pb-6 pt-1 space-y-1">
             <p class="flex items-center space-x-1 text-xs text-base-content/60">
               <%= svg_icon('user', class: 'w-4 h-4') %>
-              <span><%= template.author.full_name %></span>
+              <span><%= template.author.full_name.presence || template.author.email %></span>
             </p>
             <p class="flex items-center space-x-1 text-xs text-base-content/60">
               <%= svg_icon('calendar', class: 'w-4 h-4') %>

app/views/devise/registrations/new.html.erb

@@ -1,6 +1,9 @@
 <div class="max-w-xl mx-auto px-2">
   <h1 class="text-3xl font-bold text-center my-8">Profile Details</h1>
-  <%= form_for('', as: resource_name, html: { class: 'space-y-6' }, url: new_registration_path) do |f| %>
+  <%= form_for('', as: resource_name, html: { class: 'space-y-6' }, data: { turbo: params[:redir].blank? }, url: new_registration_path) do |f| %>
+    <% if params[:redir].present? %>
+      <%= hidden_field_tag :redir, params[:redir] %>
+    <% end %>
     <div class="space-y-2">
       <%= render 'devise/shared/error_messages', resource: %>
       <%= f.fields_for resource do |ff| %>

app/views/devise/registrations/show.html.erb

@@ -1,6 +1,9 @@
 <div class="max-w-xl mx-auto px-2">
   <h1 class="text-3xl font-bold text-center my-8">Create Free Account</h1>
-  <%= form_for(User.new, html: { class: 'space-y-6' }, url: new_registration_path, method: :get) do |f| %>
+  <%= form_for(User.new, html: { class: 'space-y-6' }, url: new_registration_path, data: { turbo: params[:redir].blank? }, method: :get) do |f| %>
+    <% if params[:redir].present? %>
+      <%= hidden_field_tag :redir, params[:redir] %>
+    <% end %>
     <div class="space-y-2">
       <div class="form-control">
         <%= f.label :email, class: 'label' %>

app/views/devise/sessions/new.html.erb

@@ -1,6 +1,9 @@
 <div class="max-w-xl mx-auto px-2">
   <h1 class="text-4xl font-bold text-center my-8">Log In</h1>
-  <%= form_for(resource, as: resource_name, html: { class: 'space-y-6' }, url: session_path(resource_name)) do |f| %>
+  <%= form_for(resource, as: resource_name, html: { class: 'space-y-6' }, data: { turbo: params[:redir].blank? }, url: session_path(resource_name)) do |f| %>
+    <% if params[:redir].present? %>
+      <%= hidden_field_tag :redir, params[:redir] %>
+    <% end %>
     <div class="space-y-2">
       <div class="form-control">
         <%= f.label :email, class: 'label' %>

app/views/devise/shared/_links.html.erb

@@ -3,7 +3,7 @@
     <%= link_to 'Log in', new_session_path(resource_name), class: 'link link-hover' %>
   <% end %>
   <%- if devise_mapping.registerable? && controller_name != 'registrations' %>
-    <%= link_to 'Create free account', registration_path, class: 'link link-hover' %>
+    <%= link_to 'Create free account', registration_path({ redir: params[:redir] }.compact_blank), class: 'link link-hover' %>
   <% end %>
   <%- if devise_mapping.recoverable? && controller_name != 'passwords' && controller_name != 'registrations' %>
     <%= link_to 'Forgot your password?', new_password_path(resource_name), class: 'link link-hover' %>

app/views/icons/_terminal.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="#000000" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M8 9l3 3l-3 3" />
+  <path d="M13 15l3 0" />
+  <path d="M3 4m0 2a2 2 0 0 1 2 -2h14a2 2 0 0 1 2 2v12a2 2 0 0 1 -2 2h-14a2 2 0 0 1 -2 -2z" />
+</svg>

app/views/icons/_zoom_check.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="#000000" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M10 10m-7 0a7 7 0 1 0 14 0a7 7 0 1 0 -14 0" />
+  <path d="M21 21l-6 -6" />
+  <path d="M7 10l2 2l4 -4" />
+</svg>

app/views/layouts/mailer.html.erb

@@ -8,11 +8,6 @@
   </head>
   <body>
     <%= yield %>
-    <p>
+    <%= render partial: 'shared/mailer_attribution' %>
-      ---
-    </p>
-    <p>
-      Sent using <a href="<%= Docuseal::PRODUCT_URL %>"><%= Docuseal::PRODUCT_NAME %></a> free document signing.
-    </p>
   </body>
 </html>

app/views/personalization_settings/_logo_form.html.erb

@@ -0,0 +1 @@
+<%= render 'logo_placeholder' %>

app/views/personalization_settings/_logo_placeholder.html.erb

@@ -0,0 +1,11 @@
+<div class="alert my-4">
+  <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+  <div>
+    <p class="font-bold">Unlock with DocuSeal Pro</p>
+    <p>
+      Display your company name and logo when signing documents.
+      <br>
+      <a class="link font-medium" target="_blank" href="<%= "#{Docuseal::CONSOLE_URL}/#{Docuseal.multitenant? ? 'plans' : 'on_premise'}" %>">Learn More</a>
+    </p>
+  </div>
+</div>

app/views/personalization_settings/show.html.erb

@@ -0,0 +1,93 @@
+<div class="flex flex-wrap space-y-4 md:flex-nowrap md:space-y-0">
+  <%= render 'shared/settings_nav' %>
+  <div class="flex-grow max-w-xl mx-auto">
+    <p class="text-4xl font-bold mb-4">Email Templates</p>
+    <div class="collapse collapse-plus bg-base-200 px-1">
+      <input type="checkbox">
+      <div class="collapse-title text-xl font-medium">
+        <div>
+          Signature Request Email
+        </div>
+      </div>
+      <div class="collapse-content">
+        <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+          <%= f.hidden_field :key %>
+          <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+            <div class="form-control">
+              <%= ff.label :subject, class: 'label' %>
+              <%= ff.text_field :subject, required: true, class: 'base-input' %>
+            </div>
+            <div class="form-control">
+              <%= ff.label :body, class: 'label' %>
+              <autoresize-textarea>
+                <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
+              </autoresize-textarea>
+            </div>
+          <% end %>
+          <div class="form-control pt-2">
+            <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+          </div>
+        <% end %>
+      </div>
+    </div>
+    <div class="collapse collapse-plus bg-base-200 px-1 mt-4">
+      <input type="checkbox">
+      <div class="collapse-title text-xl font-medium">
+        <div>
+          Form Completed Email
+        </div>
+      </div>
+      <div class="collapse-content">
+        <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+          <%= f.hidden_field :key %>
+          <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+            <div class="form-control">
+              <%= ff.label :subject, class: 'label' %>
+              <%= ff.text_field :subject, required: true, class: 'base-input' %>
+            </div>
+            <div class="form-control">
+              <%= ff.label :body, class: 'label' %>
+              <autoresize-textarea>
+                <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
+              </autoresize-textarea>
+            </div>
+          <% end %>
+          <div class="form-control pt-2">
+            <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+          </div>
+        <% end %>
+      </div>
+    </div>
+    <div class="collapse collapse-plus bg-base-200 px-1 mt-4">
+      <input type="checkbox">
+      <div class="collapse-title text-xl font-medium">
+        <div>
+          Documents Copy Email
+        </div>
+      </div>
+      <div class="collapse-content">
+        <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+          <%= f.hidden_field :key %>
+          <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+            <div class="form-control">
+              <%= ff.label :subject, class: 'label' %>
+              <%= ff.text_field :subject, required: true, class: 'base-input' %>
+            </div>
+            <div class="form-control">
+              <%= ff.label :body, class: 'label' %>
+              <autoresize-textarea>
+                <%= ff.text_area :body, required: true, class: 'base-input w-full py-2' %>
+              </autoresize-textarea>
+            </div>
+          <% end %>
+          <div class="form-control pt-2">
+            <%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
+          </div>
+        <% end %>
+      </div>
+    </div>
+    <p class="text-4xl font-bold mb-4 mt-8">Company Logo</p>
+    <%= render 'logo_form' %>
+  </div>
+  <div class="w-0 md:w-52"></div>
+</div>

app/views/send_submission_email/success.html.erb

@@ -2,12 +2,7 @@
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
-        <a href="/" class="flex items-center">
+        <%= render 'start_form/docuseal_logo' %>
-          <div class="mr-3">
-            <%= render 'shared/logo', width: '50px', height: '50px' %>
-          </div>
-          <h1 class="text-5xl font-bold text-center">DocuSeal</h1>
-        </a>
       </div>
       <div class="text-center text-4xl font-bold">
         Email has been sent

app/views/shared/_clipboard_copy.html.erb

@@ -6,12 +6,22 @@
       <span class="hidden md:inline">
         <%= local_assigns[:copy_title] || 'Copy' %>
       </span>
+      <% if local_assigns[:copy_title_md] %>
+        <span class="inline md:hidden">
+          <%= local_assigns[:copy_title_md] %>
+        </span>
+      <% end %>
     </span>
     <span class="hidden peer-checked:flex items-center space-x-2">
       <%= svg_icon(local_assigns[:copied_icon] || 'clipboard_copy', class: local_assigns[:icon_class] || 'w-6 h-6 text-white') %>
       <span class="hidden md:inline">
         <%= local_assigns[:copied_title] || 'Copied' %>
       </span>
+      <% if local_assigns[:copied_title_md] %>
+        <span class="inline md:hidden">
+          <%= local_assigns[:copied_title_md] %>
+        </span>
+      <% end %>
     </span>
   </label>
 </clipboard-copy>

app/views/shared/_email_attribution.html.erb

@@ -0,0 +1,6 @@
+<p>
+  ---
+</p>
+<p>
+  Sent using <a href="<%= Docuseal::PRODUCT_URL %>"><%= Docuseal::PRODUCT_NAME %></a> free document signing.
+</p>

app/views/shared/_mailer_attribution.html.erb

@@ -0,0 +1 @@
+<%= render 'shared/email_attribution' %>

app/views/shared/_navbar.html.erb

@@ -15,7 +15,14 @@
       <% if Docuseal.demo? %>
         <%= render 'shared/github_button' %>
       <% else %>
-        <%= link_to 'Settings', settings_profile_index_path, class: 'hidden md:inline font-medium text-lg mr-2' %>
+        <div class="flex items-center justify-center space-x-4 mr-1">
+          <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, class: 'hidden md:inline-flex items-center font-medium text-lg', data: { prefetch: false } do %>
+            Console
+            <span class="badge badge-warning ml-1">New</span>
+          <% end %>
+          <span class="hidden md:inline-flex h-3 border-r border-base-content"></span>
+          <%= link_to 'Settings', settings_profile_index_path, class: 'hidden md:inline-flex font-medium text-lg' %>
+        </div>
       <% end %>
       <div class="dropdown dropdown-end">
         <label tabindex="0" class="cursor-pointer bg-base-content text-purple-300 rounded-full p-2 w-9 justify-center flex">
@@ -23,14 +30,28 @@
         </label>
         <ul tabindex="0" class="z-10 dropdown-content p-2 mt-2 shadow menu text-base bg-base-100 rounded-box whitespace-nowrap text-right">
           <li>
-            <%= link_to settings_profile_index_path do %>
+            <%= link_to settings_profile_index_path, class: 'flex items-center' do %>
               <%= svg_icon('adjustments', class: 'w-5 h-5 stroke-2') %>
               <span class="mr-1">Profile</span>
             <% end %>
           </li>
+          <% unless Docuseal.demo? %>
+            <li>
+              <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, data: { prefetch: false }, class: 'flex items-center' do %>
+                <%= svg_icon('terminal', class: 'w-5 h-5 stroke-2') %>
+                Console
+              <% end %>
+            </li>
+          <% end %>
           <li>
-            <%= button_to destroy_user_session_path, method: :delete, data: { turbo: false } do %>
+            <%= link_to settings_esign_index_path, class: 'flex items-center' do %>
-              <%= svg_icon('logout', class: 'w-5 h-5 stroke-2 inline') %>
+              <%= svg_icon('zoom_check', class: 'w-5 h-5 stroke-2') %>
+              <span class="mr-1">Verify PDF</span>
+            <% end %>
+          </li>
+          <li>
+            <%= button_to destroy_user_session_path, method: :delete, data: { turbo: false }, class: 'flex items-center' do %>
+              <%= svg_icon('logout', class: 'w-5 h-5 stroke-2 mr-2 inline') %>
               <span class="mr-1">Sign out</span>
             <% end %>
           </li>

app/views/shared/_settings_nav.html.erb

@@ -31,9 +31,12 @@
           <%= link_to 'Webhooks', settings_webhooks_path, class: 'text-base hover:bg-base-300' %>
         </li>
       <% end %>
+      <li>
+        <%= link_to 'Personalization', settings_personalization_path, class: 'text-base hover:bg-base-300' %>
+      </li>
       <% unless Docuseal.demo? %>
         <li>
-          <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, class: 'text-base hover:bg-base-300' do %>
+          <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, class: 'text-base hover:bg-base-300', data: { prefetch: false } do %>
             Console
             <span class="badge badge-warning">New</span>
           <% end %>

app/views/shared/_turbo_modal.html.erb

@@ -1,5 +1,5 @@
 <turbo-frame id="modal">
-  <turbo-modal class="modal modal-open items-start !animate-none overflow-y-auto">
+  <turbo-modal class="modal modal-open items-start !animate-none overflow-y-auto" data-close-after-submit="<%= local_assigns.key?(:close_after_submit) ? local_assigns[:close_after_submit] : true %>">
     <div class="absolute top-0 bottom-0 right-0 left-0" data-action="click:turbo-modal#close"></div>
     <div class="modal-box pt-4 pb-6 px-6 mt-20 max-h-none">
       <% if local_assigns[:title] %>

app/views/start_form/_banner.html.erb

@@ -0,0 +1 @@
+<%= render 'docuseal_logo' %>

app/views/start_form/_docuseal_logo.html.erb

@@ -0,0 +1,6 @@
+<a href="/" class="flex justify-center items-center">
+  <span class="mr-3">
+    <%= render 'shared/logo', width: '50px', height: '50px' %>
+  </span>
+  <h1 class="text-5xl font-bold text-center">DocuSeal</h1>
+</a>

app/views/start_form/completed.html.erb

@@ -2,12 +2,7 @@
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
-        <a href="/" class="flex items-center">
+        <%= render 'banner' %>
-          <div class="mr-3">
-            <%= render 'shared/logo', width: '50px', height: '50px' %>
-          </div>
-          <h1 class="text-5xl font-bold text-center">DocuSeal</h1>
-        </a>
       </div>
       <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">
         <div class="flex items-center">

app/views/start_form/show.html.erb

@@ -2,12 +2,7 @@
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="text-center w-full space-y-6">
-        <a href="/" class="flex justify-center items-center">
+        <%= render 'banner' %>
-          <span class="mr-3">
-            <%= render 'shared/logo', width: '50px', height: '50px' %>
-          </span>
-          <h1 class="text-5xl font-bold text-center">DocuSeal</h1>
-        </a>
         <p class="text-xl font-semibold text-center">You have been invited to submit a form</p>
       </div>
       <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">

app/views/submissions/new.html.erb

@@ -40,7 +40,7 @@
     <div class="form-control">
       <% is_smtp_configured = Accounts.can_send_emails?(current_account) %>
       <%= f.label :send_email, class: 'flex items-center cursor-pointer' do %>
-        <%= f.check_box :send_email, class: 'base-checkbox', disabled: !is_smtp_configured, onchange: "message_field.classList.toggle('hidden', !event.currentTarget.checked)" %>
+        <%= f.check_box :send_email, class: 'base-checkbox', disabled: !is_smtp_configured, onchange: "window.message_field && message_field.classList.toggle('hidden', !event.currentTarget.checked)" %>
         <span class="label">Send Email</span>
       <% end %>
       <% unless is_smtp_configured %>
@@ -57,21 +57,23 @@
         </div>
       <% end %>
     </div>
-    <div id="message_field" class="card card-compact bg-base-200 hidden">
+    <% unless AccountConfig.exists?(key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
-      <div class="card-body">
+      <div id="message_field" class="card card-compact bg-base-200 hidden">
-        <div class="form-control space-y-2">
+        <div class="card-body">
-          <span class="label-text">Hi there,</span>
+          <div class="form-control space-y-2">
-          <autoresize-textarea>
+            <span class="label-text">Hi there,</span>
-            <%= f.text_area :message, value: format(SubmitterMailer::DEFAULT_MESSAGE, name: @template.name), required: true, class: 'base-textarea !rounded-lg w-full' %>
+            <autoresize-textarea>
-          </autoresize-textarea>
+              <%= f.text_area :message, value: format(SubmitterMailer::DEFAULT_MESSAGE, name: @template.name), required: true, class: 'base-textarea !rounded-lg w-full' %>
-          <span class="label-text">
+            </autoresize-textarea>
-            Thanks,
+            <span class="label-text">
-            <br>
+              Thanks,
-            <%= current_account.name %>
+              <br>
-          </span>
+              <%= current_account.name %>
+            </span>
+          </div>
         </div>
       </div>
-    </div>
+    <% end %>
     <div class="form-control">
       <%= f.button button_title(title: 'Add Recipients'), class: 'base-button' %>
     </div>

app/views/submissions_export/new.html.erb

@@ -0,0 +1,32 @@
+<%= render 'shared/turbo_modal', title: 'Export', close_after_submit: false do %>
+  <div class="space-y-2">
+    <%= button_to template_submissions_export_index_path(@template), params: { format: :xlsx }, method: :get, data: { turbo_frame: :_top } do %>
+      <div class="flex items-center p-4 text-left rounded-2xl border border-neutral-300 hover:cursor-pointer hover:bg-neutral hover:text-gray-300">
+        <div class="enabled">
+          <%= svg_icon('download', class: 'w-12 h-12 stroke-2 mr-2') %>
+        </div>
+        <div class="disabled">
+          <%= svg_icon('loader', class: 'w-12 h-12 stroke-2 mr-2 animate-spin') %>
+        </div>
+        <div class="flex flex-col">
+          <span class="mb-1 text-lg font-semibold">XLSX</span>
+          <p class="text-sm"> Primarily opened with Microsoft Excel. Other options include Google Sheets, LibreOffice Calc, and OpenOffice Calc.</p>
+        </div>
+      </div>
+    <% end %>
+    <%= button_to template_submissions_export_index_path(@template), params: { format: :csv }, method: :get, data: { turbo_frame: :_top } do %>
+      <div class="flex items-center text-left p-4 rounded-2xl border border-neutral-300 hover:cursor-pointer hover:bg-neutral hover:text-gray-300">
+        <div class="enabled">
+          <%= svg_icon('download', class: 'w-12 h-12 stroke-2 mr-2') %>
+        </div>
+        <div class="disabled">
+          <%= svg_icon('loader', class: 'w-12 h-12 stroke-2 mr-2 animate-spin') %>
+        </div>
+        <div class="flex flex-col">
+          <span class="mb-1 text-lg font-semibold">CSV</span>
+          <p class="text-sm">Can be opened with Microsoft Excel, Google Sheets, or any text editor like Notepad.</p>
+        </div>
+      </div>
+    <% end %>
+  </div>
+<% end %>

app/views/submit_form/_banner.html.erb

@@ -0,0 +1 @@
+<%= render 'docuseal_logo' %>

app/views/submit_form/_docuseal_logo.html.erb

@@ -0,0 +1,4 @@
+<a href="<%= root_path %>" class="mx-auto text-2xl md:text-3xl font-bold items-center flex space-x-3">
+  <%= render 'shared/logo', class: 'w-9 h-9 md:w-12 md:h-12' %>
+  <span><%= Docuseal::PRODUCT_NAME %></span>
+</a>

app/views/submit_form/completed.html.erb

@@ -2,12 +2,7 @@
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
-        <a href="/" class="flex items-center">
+        <%= render 'start_form/banner' %>
-          <div class="mr-3">
-            <%= render 'shared/logo', width: '50px', height: '50px' %>
-          </div>
-          <h1 class="text-5xl font-bold text-center">DocuSeal</h1>
-        </a>
       </div>
       <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">
         <div class="flex items-center">

app/views/submit_form/show.html.erb

@@ -5,10 +5,7 @@
   <div id="scrollbox">
     <div class="mx-auto block pb-72" style="max-width: 1000px">
       <div class="mt-4 flex">
-        <a href="<%= root_path %>" class="mx-auto text-2xl md:text-3xl font-bold items-center flex space-x-3">
+        <%= render 'banner' %>
-          <%= render 'shared/logo', class: 'w-9 h-9 md:w-12 md:h-12' %>
-          <span>DocuSeal</span>
-        </a>
       </div>
       <% (@submitter.submission.template_schema || @submitter.submission.template.schema).each do |item| %>
         <% document = @submitter.submission.template.documents.find { |a| a.uuid == item['attachment_uuid'] } %>

app/views/submitter_mailer/completed_email.html.erb

@@ -1,3 +1,7 @@
-<p>Hi <%= @user.first_name %>,</p>
+<% if @email_config %>
-<p><%= @submitter.email %> has completed the "<%= @submitter.submission.template.name %>" form.</p>
+  <%= auto_link(simple_format(h(ReplaceEmailVariables.call(@email_config.value['body'], submitter: @submitter)))) %>
-<p><%= link_to 'View Submission', submission_url(@submitter.submission) %></p>
+<% else %>
+  <p>Hi <%= @user.first_name %>,</p>
+  <p><%= @submitter.email %> has completed the "<%= @submitter.submission.template.name %>" form.</p>
+  <p><%= link_to 'View Submission', submission_url(@submitter.submission) %></p>
+<% end %>

app/views/submitter_mailer/documents_copy_email.html.erb

@@ -1,13 +1,17 @@
-<p>Hi there,</p>
+<% if @email_config %>
-<p>Please check the copy of your "<%= @submitter.submission.template.name %>" submission in the email attachments.</p>
+  <%= auto_link(simple_format(h(ReplaceEmailVariables.call(@email_config.value['body'], submitter: @submitter)))) %>
-<p>Alternatively, you can download the copy using:</p>
+<% else %>
-<% @documents.each do |document| %>
+  <p>Hi there,</p>
-  <ul>
+  <p>Please check the copy of your "<%= @submitter.submission.template.name %>" submission in the email attachments.</p>
-    <li>
+  <p>Alternatively, you can download the copy using:</p>
-      <%= link_to document.filename.to_s, rails_blob_url(document) %>
+  <% @documents.each do |document| %>
-    </li>
+    <ul>
-  </ul>
+      <li>
+        <%= link_to document.filename.to_s, rails_blob_url(document) %>
+      </li>
+    </ul>
+  <% end %>
+  <p>
+    Thanks,<br><%= @current_account.name %>
+  </p>
 <% end %>
-<p>
-  Thanks,<br><%= @submitter.submission.template.account.name %>
-</p>

app/views/submitter_mailer/invitation_email.html.erb

@@ -1,7 +1,11 @@
-<p>Hi there,</p>
+<% if @email_config %>
-<%= simple_format(@message) %>
+  <%= auto_link(simple_format(h(ReplaceEmailVariables.call(@email_config.value['body'], submitter: @submitter)))) %>
-<p><%= link_to 'Submit Form', submit_form_url(slug: @submitter.slug) %></p>
+<% else %>
-<p>Please contact us by replying to this email if you didn't request this.</p>
+  <p>Hi there,</p>
-<p>
+  <%= simple_format(@message) %>
-  Thanks,<br><%= @submitter.submission.template.account.name %>
+  <p><%= link_to 'Submit Form', submit_form_url(slug: @submitter.slug) %></p>
-</p>
+  <p>Please contact us by replying to this email if you didn't request this.</p>
+  <p>
+    Thanks,<br><%= @current_account.name %>
+  </p>
+<% end %>

app/views/templates/edit.html.erb

@@ -1 +1 @@
-<template-builder data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-template="<%= @template.as_json.merge(documents: @template.schema_documents.as_json(include: { preview_images: { methods: %i[url metadata filename] } })).to_json %>"></template-builder>
+<template-builder class="grid" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-template="<%= @template.as_json.merge(documents: @template.schema_documents.as_json(include: { preview_images: { methods: %i[url metadata filename] } })).to_json %>"></template-builder>

app/views/templates/show.html.erb

@@ -1,4 +1,4 @@
-<div class="flex flex-col md:flex-row space-y-2 md:space-y-0 md:justify-between items-start mb-8">
+<div class="flex flex-col items-start md:flex-row space-y-2 md:space-y-0 md:justify-between md:items-center mb-8">
   <h1 class="text-4xl font-semibold mr-4" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
     <%= @template.name %>
   </h1>
@@ -17,16 +17,22 @@
   </div>
 </div>
 <% if !@pagy.count.zero? || @template.submitters.to_a.size == 1 %>
-  <div class="flex justify-between mb-6 items-end">
+  <div class="flex justify-between mb-6 md:items-end flex-col md:flex-row">
     <p class="text-3xl font-bold">Submissions</p>
-    <div class="flex space-x-2">
+    <div class="flex space-x-2 mt-3 md:mt-0">
+      <%= link_to new_template_submissions_export_path(@template), class: 'order-3 md:order-1 btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>
+        <span>Export</span>
+      <% end %>
       <% if @template.submitters.to_a.size == 1 %>
-        <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Share Link', copied_title: 'Copied to Clipboard' %>
+        <span class="order-1">
+          <%= render 'shared/clipboard_copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy Share Link', copied_title: 'Copied to Clipboard', copy_title_md: 'Copy', copied_title_md: 'Copied' %>
+        </span>
       <% end %>
       <% unless @pagy.count.zero? %>
-        <%= link_to new_template_submission_path(@template), class: 'btn btn-primary text-base', data: { turbo_frame: 'modal' } do %>
+        <%= link_to new_template_submission_path(@template), class: 'order-1 btn btn-primary text-base', data: { turbo_frame: 'modal' } do %>
           <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
-          <span class="hidden md:block">Add Recipients</span>
+          <span>Add <span class="hidden md:inline">Recipients</span></span>
         <% end %>
       <% end %>
     </div>
@@ -38,7 +44,7 @@
     <% @submissions.each do |submission| %>
       <a href="<%= submission_path(submission) %>" class="bg-base-200 w-full flex flex-col md:flex-row space-y-4 md:space-y-0 md:justify-between rounded-2xl px-6 py-5 md:items-center">
         <% submitters = (submission.template_submitters || submission.template.submitters).filter_map { |item| submission.submitters.find { |e| e.uuid == item['uuid'] } } %>
-        <% is_submission_complated = submitters.all?(&:completed_at?) %>
+        <% is_submission_completed = submitters.all?(&:completed_at?) %>
         <% if submitters.size == 1 %>
           <div>
             <% submitter = submitters.first %>
@@ -80,7 +86,7 @@
         <% else %>
           <div class="space-y-1 w-full md:mr-2">
             <div class="flex items-center space-x-3">
-              <% if is_submission_complated %>
+              <% if is_submission_completed %>
                 <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
                 <div class="tooltip flex" data-tip="<%= l(latest_submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
                   <span class="badge <%= status_badges[latest_submitter.status] %> md:w-32 bg-opacity-50 badge-lg uppercase text-sm font-semibold">
@@ -92,7 +98,7 @@
                 <% submitters.each_with_index do |submitter, index| %>
                   <div class="flex justify-between items-center space-x-3">
                     <span class="flex items-center space-x-3">
-                      <% unless is_submission_complated %>
+                      <% unless is_submission_completed %>
                         <div class="tooltip flex" data-tip="<%= l(submitter.status_event_at.in_time_zone(current_account.timezone), format: :short, locale: current_account.locale) %>">
                           <span class="badge md:w-24 <%= status_badges[submitter.status] %> bg-opacity-50 uppercase text-xs font-semibold">
                             <%= submitter.status %>
@@ -103,7 +109,7 @@
                         <%= submitter.email %>
                       </span>
                     </span>
-                    <% if submitter.completed_at? && !is_submission_complated %>
+                    <% if submitter.completed_at? && !is_submission_completed %>
                       <form onsubmit="event.preventDefault()">
                         <button onclick="event.stopPropagation()">
                           <download-button data-src="<%= submitter_download_index_path(submitter.slug) %>" class="btn btn-xs btn-neutral text-white md:w-36">
@@ -118,7 +124,7 @@
                           </download-button>
                         </button>
                       </form>
-                    <% elsif !is_submission_complated %>
+                    <% elsif !is_submission_completed %>
                       <div class="flex items-center space-x-3">
                         <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-xs text-xs btn-neutral text-white md:w-36 flex', icon_class: 'w-4 h-4 text-white', copy_title: 'Copy Link' %>
                       </div>
@@ -129,7 +135,7 @@
             </div>
           </div>
           <div class="flex space-x-2 items-center">
-            <% if is_submission_complated %>
+            <% if is_submission_completed %>
               <% latest_submitter = submitters.select(&:completed_at?).max_by(&:completed_at) %>
               <form onsubmit="event.preventDefault()">
                 <button onclick="event.stopPropagation()">

app/views/user_mailer/invitation_email.html.erb

@@ -3,5 +3,5 @@
 <p><%= link_to 'Sign up', invitation_url(reset_password_token: @token) %></p>
 <p>Please contact us by replying to this email if you didn't request this.</p>
 <p>
-  Thanks,<br><%= @user.account.name %>
+  Thanks,<br><%= @current_account.name %>
 </p>

config/application.rb

@@ -29,5 +29,7 @@ module DocuSeal
 
     config.middleware.insert_before ActionDispatch::Static, Rack::Deflater
     config.middleware.insert_before ActionDispatch::Static, ApiPathConsiderJsonMiddleware
+
+    ActiveSupport.run_load_hooks(:application_config, self)
   end
 end

config/environments/test.rb

@@ -44,6 +44,7 @@ Rails.application.configure do
   # The :test delivery method accumulates sent emails in the
   # ActionMailer::Base.deliveries array.
   config.action_mailer.delivery_method = :test
+  config.active_job.queue_adapter = :test
 
   # Print deprecation notices to the stderr.
   config.active_support.deprecation = :stderr
@@ -59,4 +60,10 @@ Rails.application.configure do
 
   # Annotate rendered view with file names.
   # config.action_view.annotate_rendered_view_with_filenames = true
+
+  config.active_record.encryption = {
+    primary_key: 'test master key',
+    deterministic_key: 'test deterministic key',
+    key_derivation_salt: 'test key derivation salt'
+  }
 end

config/initializers/active_storage.rb

@@ -13,6 +13,20 @@ Rails.configuration.to_prepare do
     response.set_header('Cache-Control', 'public, max-age=31536000') if action_name == 'show'
   end
 
+  ActiveStorage::Blobs::ProxyController.before_action do
+    response.set_header('Access-Control-Allow-Origin', '*')
+    response.set_header('Access-Control-Allow-Methods', 'GET')
+    response.set_header('Access-Control-Allow-Headers', '*')
+    response.set_header('Access-Control-Max-Age', '1728000')
+  end
+
+  ActiveStorage::Blobs::RedirectController.before_action do
+    response.set_header('Access-Control-Allow-Origin', '*')
+    response.set_header('Access-Control-Allow-Methods', 'GET')
+    response.set_header('Access-Control-Allow-Headers', '*')
+    response.set_header('Access-Control-Max-Age', '1728000')
+  end
+
   ActiveStorage::DirectUploadsController.before_action do
     next if current_user
     next if Submitter.find_signed(cookies[:submitter_sid])

config/initializers/csv.rb

@@ -0,0 +1,3 @@
+# frozen_string_literal: true
+
+require 'csv'

config/routes.rb

@@ -17,8 +17,10 @@ Rails.application.routes.draw do
   devise_scope :user do
     if Docuseal.multitenant?
       resource :registration, only: %i[show], path: 'sign_up'
-      resource :registration, only: %i[create], path: 'new' do
+      unauthenticated do
-        get '' => :new, as: :new
+        resource :registration, only: %i[create], path: 'new' do
+          get '' => :new, as: :new
+        end
       end
     end
 
@@ -32,7 +34,7 @@ Rails.application.routes.draw do
     resources :submissions, only: %i[create]
     resources :templates, only: %i[update show index] do
       resources :submissions, only: %i[create]
-      resources :documents, only: %i[create destroy], controller: 'templates_documents'
+      resources :documents, only: %i[create], controller: 'templates_documents'
     end
   end
 
@@ -44,6 +46,7 @@ Rails.application.routes.draw do
   resources :console_redirect, only: %i[index]
   resources :templates, only: %i[new create edit show destroy] do
     resources :submissions, only: %i[new create]
+    resources :submissions_export, only: %i[index new]
   end
 
   resources :start_form, only: %i[show update], path: 'd', param: 'slug' do
@@ -70,6 +73,7 @@ Rails.application.routes.draw do
     end
     resources :esign, only: %i[index create], controller: 'esign_settings'
     resources :users, only: %i[index]
+    resource :personalization, only: %i[show create], controller: 'personalization_settings'
     if !Docuseal.multitenant? || Docuseal.demo?
       resources :api, only: %i[index], controller: 'api_settings'
       resource :webhooks, only: %i[show create update], controller: 'webhook_settings'
@@ -83,4 +87,6 @@ Rails.application.routes.draw do
       end
     end
   end
+
+  ActiveSupport.run_load_hooks(:routes, self)
 end

config/shakapacker.yml

@@ -12,7 +12,6 @@ default: &default
   compiler_strategy: digest
   cache_manifest: false
   ensure_consistent_versioning: false
-  useContentHash: false
 
 development:
   <<: *default

config/storage.yml

@@ -27,3 +27,8 @@ azure:
   storage_access_key: <%= ENV['AZURE_STORAGE_ACCESS_KEY'] %>
   container: <%= ENV['AZURE_CONTAINER'] %>
   public: <%= ENV['ACTIVE_STORAGE_PUBLIC'] == 'true' %>
+
+test:
+  service: Disk
+  root: <%= Rails.root.join("tmp/storage") %>
+  public: true

db/migrate/20230815190540_create_account_configs.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class CreateAccountConfigs < ActiveRecord::Migration[7.0]
+  def change
+    create_table :account_configs do |t|
+      t.references :account, null: false, foreign_key: true, index: true
+      t.string :key, null: false
+      t.text :value, null: false
+
+      t.index %i[account_id key], unique: true
+
+      t.timestamps
+    end
+  end
+end

db/migrate/20230819113427_remove_user_first_last_name_not_null.rb

@@ -0,0 +1,8 @@
+# frozen_string_literal: true
+
+class RemoveUserFirstLastNameNotNull < ActiveRecord::Migration[7.0]
+  def change
+    change_column_null :users, :first_name, true
+    change_column_null :users, :last_name, true
+  end
+end

db/migrate/20230819190316_add_source_to_templates.rb

@@ -0,0 +1,19 @@
+# frozen_string_literal: true
+
+class AddSourceToTemplates < ActiveRecord::Migration[7.0]
+  class MigrationTemplate < ApplicationRecord
+    self.table_name = 'templates'
+  end
+
+  def up
+    add_column :templates, :source, :text
+
+    MigrationTemplate.where(source: nil).update_all(source: :native)
+
+    change_column_null :templates, :source, false
+  end
+
+  def down
+    drop_column :templates, :source
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.0].define(version: 2023_08_06_140534) do
+ActiveRecord::Schema[7.0].define(version: 2023_08_19_190316) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -24,6 +24,16 @@ ActiveRecord::Schema[7.0].define(version: 2023_08_06_140534) do
     t.index ["user_id"], name: "index_access_tokens_on_user_id"
   end
 
+  create_table "account_configs", force: :cascade do |t|
+    t.bigint "account_id", null: false
+    t.string "key", null: false
+    t.text "value", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id", "key"], name: "index_account_configs_on_account_id_and_key", unique: true
+    t.index ["account_id"], name: "index_account_configs_on_account_id"
+  end
+
   create_table "accounts", force: :cascade do |t|
     t.string "name", null: false
     t.string "timezone", null: false
@@ -124,14 +134,15 @@ ActiveRecord::Schema[7.0].define(version: 2023_08_06_140534) do
     t.datetime "deleted_at"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.text "source", null: false
     t.index ["account_id"], name: "index_templates_on_account_id"
     t.index ["author_id"], name: "index_templates_on_author_id"
     t.index ["slug"], name: "index_templates_on_slug", unique: true
   end
 
   create_table "users", force: :cascade do |t|
-    t.string "first_name", null: false
+    t.string "first_name"
-    t.string "last_name", null: false
+    t.string "last_name"
     t.string "email", null: false
     t.string "role", null: false
     t.string "encrypted_password", null: false
@@ -159,6 +170,7 @@ ActiveRecord::Schema[7.0].define(version: 2023_08_06_140534) do
   end
 
   add_foreign_key "access_tokens", "users"
+  add_foreign_key "account_configs", "accounts"
   add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
   add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
   add_foreign_key "document_generation_events", "submitters"

lib/account_configs.rb

@@ -0,0 +1,10 @@
+# frozen_string_literal: true
+
+module AccountConfigs
+  module_function
+
+  def find_or_initialize_for_key(account, key)
+    account.account_configs.find_by(key:) ||
+      account.account_configs.new(key:, value: AccountConfig::DEFAULT_VALUES[key])
+  end
+end

lib/action_mailer_configs_interceptor.rb

@@ -4,6 +4,8 @@ module ActionMailerConfigsInterceptor
   module_function
 
   def delivering_email(message)
+    return message unless Rails.env.production?
+
     if Docuseal.demo?
       message.delivery_method(:test)
 

lib/docuseal.rb

@@ -15,6 +15,11 @@ module Docuseal
                 else
                   'https://console.docuseal.co'
                 end
+  CDN_URL = if Rails.env.development?
+              'http://localhost:3000'
+            else
+              'https://cdn.docuseal.co'
+            end
 
   CERTS = JSON.parse(ENV.fetch('CERTS', '{}'))
 

lib/load_active_storage_configs.rb

@@ -18,6 +18,7 @@ module LoadActiveStorageConfigs
   def reload
     return if Docuseal.multitenant?
     return if IS_ENV_CONFIGURED
+    return if Rails.env.test?
 
     encrypted_config = EncryptedConfig.find_by(key: EncryptedConfig::FILES_STORAGE_KEY)
 

lib/replace_email_variables.rb

@@ -0,0 +1,43 @@
+# frozen_string_literal: true
+
+module ReplaceEmailVariables
+  TEMAPLTE_NAME = '{{template.name}}'
+  SUBMITTER_LINK = '{{submitter.link}}'
+  ACCOUNT_NAME = '{{account.name}}'
+  SUBMITTER_EMAIL = '{{submitter.email}}'
+  SUBMISSION_LINK = '{{submission.link}}'
+  DOCUMENTS_LINKS = '{{documents.links}}'
+
+  module_function
+
+  def call(text, submitter:)
+    submitter_link =
+      Rails.application.routes.url_helpers.submit_form_url(
+        slug: submitter.slug, **Docuseal.default_url_options
+      )
+
+    submission_link =
+      Rails.application.routes.url_helpers.submission_url(
+        submitter.submission, **Docuseal.default_url_options
+      )
+
+    text = text.gsub(TEMAPLTE_NAME, submitter.template.name)
+    text = text.gsub(SUBMITTER_EMAIL, submitter.email)
+    text = text.gsub(SUBMITTER_LINK, submitter_link)
+    text = text.gsub(SUBMISSION_LINK, submission_link)
+    text = text.gsub(DOCUMENTS_LINKS, build_documents_links_text(submitter))
+
+    text.gsub(ACCOUNT_NAME, submitter.template.account.name)
+  end
+
+  def build_documents_links_text(submitter)
+    submitter.documents.map do |document|
+      link =
+        Rails.application.routes.url_helpers.rails_blob_url(
+          document, **Docuseal.default_url_options
+        )
+
+      "#{link}\n"
+    end.join
+  end
+end

lib/submissions.rb

@@ -6,16 +6,16 @@ module Submissions
   def update_template_fields!(submission)
     submission.template_fields = submission.template.fields
     submission.template_schema = submission.template.schema
-    submission.template_submitters = submission.template.submitters
+    submission.template_submitters = submission.template.submitters if submission.template_submitters.blank?
 
     submission.save!
   end
 
   def create_from_emails(template:, user:, emails:, source:, send_email: false)
-    emails = emails.to_s.scan(User::EMAIL_REGEXP)
+    emails = emails.to_s.scan(User::EMAIL_REGEXP) unless emails.is_a?(Array)
 
     emails.map do |email|
-      submission = template.submissions.new(created_by_user: user, source:)
+      submission = template.submissions.new(created_by_user: user, source:, template_submitters: template.submitters)
       submission.submitters.new(email:,
                                 uuid: template.submitters.first['uuid'],
                                 sent_at: send_email ? Time.current : nil)
@@ -26,7 +26,7 @@ module Submissions
 
   def create_from_submitters(template:, user:, submissions_attrs:, source:, send_email: false)
     submissions_attrs.map do |attrs|
-      submission = template.submissions.new(created_by_user: user, source:)
+      submission = template.submissions.new(created_by_user: user, source:, template_submitters: template.submitters)
 
       attrs[:submitters].each_with_index do |submitter_attrs, index|
         uuid =

lib/submissions/generate_export_files.rb

@@ -0,0 +1,137 @@
+# frozen_string_literal: true
+
+module Submissions
+  module GenerateExportFiles
+    UnknownFormat = Class.new(StandardError)
+
+    module_function
+
+    def call(submissions, format: :csv)
+      rows = build_table_rows(submissions)
+
+      if format.to_sym == :csv
+        rows_to_csv(rows)
+      elsif format.to_sym == :xlsx
+        rows_to_xlsx(rows)
+      else
+        raise UnknownFormat
+      end
+    end
+
+    def rows_to_xlsx(rows)
+      workbook = RubyXL::Workbook.new
+      worksheet = workbook[0]
+      worksheet.sheet_name = I18n.l(Time.current.to_date)
+
+      headers = build_headers(rows)
+      headers.each_with_index do |column_name, column_index|
+        worksheet.add_cell(0, column_index, column_name)
+      end
+
+      rows.each.with_index(1) do |row, row_index|
+        extract_columns(row, headers).each_with_index do |value, column_index|
+          worksheet.add_cell(row_index, column_index, value)
+        end
+      end
+
+      workbook.stream.string
+    end
+
+    def rows_to_csv(rows)
+      headers = build_headers(rows)
+
+      CSV.generate do |csv|
+        csv << headers
+
+        rows.each do |row|
+          csv << extract_columns(row, headers)
+        end
+      end
+    end
+
+    def build_headers(rows)
+      rows.reduce(Set.new) { |acc, row| acc + row.pluck(:name) }
+    end
+
+    def extract_columns(row, headers)
+      headers.map { |key| row.find { |e| e[:name] == key }&.dig(:value) }
+    end
+
+    def build_table_rows(submissions)
+      submissions.map do |submission|
+        submission_data = []
+        submitters_count = submission.submitters.size
+
+        submission.submitters.each do |submitter|
+          template_submitters = submission.template_submitters || submission.template.submitters
+          submitter_name = template_submitters.find { |s| s['uuid'] == submitter.uuid }['name']
+
+          submission_data += build_submission_data(submitter, submitter_name, submitters_count)
+
+          submission_data += submitter_formatted_fields(submitter).map do |field|
+            {
+              name: column_name(field[:name], submitter_name, submitters_count),
+              value: field[:value]
+            }
+          end
+
+          next if submitter != submission.submitters.select(&:completed_at?).max_by(&:completed_at)
+
+          submission_data += submitter.documents.map.with_index(1) do |attachment, index|
+            {
+              name: "Document #{index}",
+              value: attachment.url
+            }
+          end
+        end
+
+        submission_data
+      end
+    end
+
+    def build_submission_data(submitter, submitter_name, submitters_count)
+      [
+        {
+          name: column_name('Email', submitter_name, submitters_count),
+          value: submitter.email
+        },
+        {
+          name: column_name('Completed At', submitter_name, submitters_count),
+          value: submitter.completed_at
+        }
+      ]
+    end
+
+    def column_name(name, submitter_name, submitters_count = 1)
+      submitters_count > 1 ? "#{submitter_name} - #{name}" : name
+    end
+
+    def submitter_formatted_fields(submitter)
+      fields = submitter.submission.template_fields || submitter.submission.template.fields
+
+      template_fields = fields.select { |f| f['submitter_uuid'] == submitter.uuid }
+
+      attachments_index = submitter.attachments.index_by(&:uuid)
+
+      template_field_counters = Hash.new { 0 }
+      template_fields.map do |template_field|
+        submitter_value = submitter.values.fetch(template_field['uuid'], nil)
+        template_field_type = template_field['type']
+        template_field_counters[template_field_type] += 1
+        template_field_name = template_field['name'].presence
+        template_field_name ||= "#{template_field_type.titleize} Field #{template_field_counters[template_field_type]}"
+
+        value =
+          if template_field_type.in?(%w[image signature])
+            attachments_index[submitter_value]&.url
+          elsif template_field_type == 'file'
+            Array.wrap(submitter_value).compact_blank.filter_map { |e| attachments_index[e]&.url }
+          else
+            submitter_value
+          end
+
+        { name: template_field_name, uuid: template_field['uuid'], value: }
+      end
+    end
+  end
+end

lib/submissions/generate_result_attachments.rb

@@ -3,7 +3,12 @@
 module Submissions
   module GenerateResultAttachments
     FONT_SIZE = 11
-    FONT_NAME = 'Helvetica'
+    FONT_PATH = '/LiberationSans-Regular.ttf'
+    FONT_NAME = if File.exist?(FONT_PATH)
+                  FONT_PATH
+                else
+                  'Helvetica'
+                end
 
     INFO_CREATOR = "#{Docuseal::PRODUCT_NAME} (#{Docuseal::PRODUCT_URL})".freeze
     SIGN_REASON = 'Signed by %<email>s with DocuSeal.co'
@@ -32,9 +37,13 @@ module Submissions
 
         field.fetch('areas', []).each do |area|
           pdf = pdfs_index[area['attachment_uuid']]
+          pdf.fonts.add(FONT_NAME)
 
           page = pdf.pages[area['page']]
 
+          page[:Annots] ||= []
+          page[:Annots] = page[:Annots].reject { |e| e[:A] && e[:A][:URI].to_s.starts_with?('file:///docuseal_field') }
+
           width = page.box.width
           height = page.box.height
           font_size = ((page.box.width / A4_SIZE[0].to_f) * FONT_SIZE).to_i
@@ -44,6 +53,7 @@ module Submissions
           next if Array.wrap(value).compact_blank.blank?
 
           canvas = page.canvas(type: :overlay)
+          canvas.font(FONT_NAME, size: font_size)
 
           case field['type']
           when 'image', 'signature'
@@ -66,8 +76,6 @@ module Submissions
               height: image.height * scale
             )
           when 'file'
-            page[:Annots] ||= []
-
             items = Array.wrap(value).each_with_object([]) do |uuid, acc|
               attachment = submitter.attachments.find { |a| a.uuid == uuid }
 

lib/submitters.rb

@@ -11,4 +11,21 @@ module Submitters
       is_more_than_two_images && original_documents.find { |a| a.uuid == attachment.uuid }&.image?
     end
   end
+
+  def create_attachment!(submitter, params)
+    blob =
+      if (file = params[:file])
+        ActiveStorage::Blob.create_and_upload!(io: file.open,
+                                               filename: file.original_filename,
+                                               content_type: file.content_type)
+      else
+        ActiveStorage::Blob.find_signed(params[:blob_signed_id])
+      end
+
+    ActiveStorage::Attachment.create!(
+      blob:,
+      name: params[:name],
+      record: submitter
+    )
+  end
 end

lib/submitters/submit_values.rb

@@ -0,0 +1,54 @@
+# frozen_string_literal: true
+
+module Submitters
+  module SubmitValues
+    module_function
+
+    def call(submitter, params, request)
+      update_submitter!(submitter, params, request)
+
+      Submissions.update_template_fields!(submitter.submission) if submitter.submission.template_fields.blank?
+
+      submitter.submission.save!
+
+      return unless submitter.completed_at?
+
+      GenerateSubmitterResultAttachmentsJob.perform_later(submitter)
+
+      if submitter.account.encrypted_configs.exists?(key: EncryptedConfig::WEBHOOK_URL_KEY)
+        SendWebhookRequestJob.perform_later(submitter)
+      end
+
+      submitter.submission.template.account.users.active.admins.each do |user|
+        SubmitterMailer.completed_email(submitter, user).deliver_later!
+      end
+
+      submitter
+    end
+
+    def update_submitter!(submitter, params, request)
+      submitter.values.merge!(normalized_values(params))
+      submitter.opened_at ||= Time.current
+
+      if params[:completed] == 'true'
+        submitter.completed_at = Time.current
+        submitter.ip = request.remote_ip
+        submitter.ua = request.user_agent
+      end
+
+      submitter.save!
+
+      submitter
+    end
+
+    def normalized_values(params)
+      params.fetch(:values, {}).to_unsafe_h.transform_values do |v|
+        if params[:cast_boolean] == 'true'
+          v == 'true'
+        else
+          v.is_a?(Array) ? v.compact_blank : v
+        end
+      end
+    end
+  end
+end

package.json

@@ -26,7 +26,7 @@
     "postcss-loader": "^7.3.0",
     "sass": "^1.62.1",
     "sass-loader": "^13.2.2",
-    "shakapacker": "7.0.0",
+    "shakapacker": "7.0.3",
     "signature_pad": "^4.1.5",
     "tailwindcss": "^3.3.2",
     "terser-webpack-plugin": "5.3.8",

spec/factories/accounts.rb

@@ -0,0 +1,9 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :account do
+    name { Faker::Company.name }
+    locale { 'en-US' }
+    timezone { 'UTC' }
+  end
+end