update gems

.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

Gemfile

@@ -28,6 +28,7 @@ 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)
@@ -345,57 +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)
     rails_autolink (1.1.8)
       actionview (> 3.1)
       activesupport (> 3.1)
       railties (> 3.1)
-    railties (7.0.5)
+    railties (7.0.7)
-      actionpack (= 7.0.5)
+      actionpack (= 7.0.7)
-      activesupport (= 7.0.5)
+      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)
@@ -407,14 +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)
@@ -425,8 +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)
@@ -434,7 +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)
@@ -443,14 +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)
@@ -458,8 +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)
@@ -484,8 +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)
@@ -515,15 +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
@@ -566,6 +578,7 @@ DEPENDENCIES
   rubocop-rails
   rubocop-rspec
   ruby-vips
+  rubyXL
   shakapacker
   sidekiq
   simplecov

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/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/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/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"

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().children[0].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/submitter_mailer.rb

@@ -18,6 +18,7 @@ class SubmitterMailer < ApplicationMailer
       end
 
     mail(to: @submitter.email,
+         from: from_address_for_submitter(submitter),
          subject:,
          reply_to: submitter.submission.created_by_user&.friendly_name)
   end
@@ -27,8 +28,18 @@ class SubmitterMailer < ApplicationMailer
     @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)
@@ -43,6 +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/models/account_config.rb

@@ -22,6 +22,8 @@
 #
 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 => {
@@ -32,6 +34,23 @@ class AccountConfig < ApplicationRecord
                 "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
 

app/models/encrypted_config.rb

@@ -21,14 +21,18 @@
 #  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
 
+  validates :key, inclusion: { in: CONFIG_KEYS }
+
   encrypts :value
 
   serialize :value, JSON

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/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/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/personalization_settings/show.html.erb

@@ -1,25 +1,91 @@
 <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">Signature Request Email</p>
+    <p class="text-4xl font-bold mb-4">Email Templates</p>
-    <%= 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| %>
+    <div class="collapse collapse-plus bg-base-200 px-1">
-      <%= f.hidden_field :key %>
+      <input type="checkbox">
-      <%= f.fields_for :value, Struct.new(:subject, :body).new(*f.object.value.values_at('subject', 'body')) do |ff| %>
+      <div class="collapse-title text-xl font-medium">
-        <div class="form-control">
+        <div>
-          <%= ff.label :subject, class: 'label' %>
+          Signature Request Email
-          <%= 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 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>

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/_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/_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/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/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><%= @current_account.name %>
-</p>

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()">

config/environments/test.rb

@@ -59,4 +59,10 @@ 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/csv.rb

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

config/routes.rb

@@ -32,7 +32,7 @@ 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 +44,7 @@ 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

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/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_15_190540) 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"
 
@@ -134,14 +134,15 @@ ActiveRecord::Schema[7.0].define(version: 2023_08_15_190540) 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

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/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

@@ -4,18 +4,40 @@ 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:)
-    link =
+    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_LINK, link)
+    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

@@ -6,7 +6,7 @@ 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
@@ -15,7 +15,7 @@ module Submissions
     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/submitters/submit_values.rb

@@ -19,7 +19,7 @@ module Submitters
         SendWebhookRequestJob.perform_later(submitter)
       end
 
-      submitter.submission.template.account.users.active.each do |user|
+      submitter.submission.template.account.users.active.admins.each do |user|
         SubmitterMailer.completed_email(submitter, user).deliver_later!
       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

spec/factories/encrypted_configs.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :encrypted_config do
+    account
+  end
+end

spec/factories/submissions.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :submission do
+    template
+    created_by_user factory: %i[user]
+
+    before(:create) do |submission, _|
+      submission.template_fields = submission.template.fields
+      submission.template_schema = submission.template.schema
+      submission.template_submitters = submission.template.submitters
+    end
+  end
+end

spec/factories/submitters.rb

@@ -0,0 +1,8 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :submitter do
+    submission
+    email { Faker::Internet.email }
+  end
+end

spec/factories/templates.rb

@@ -0,0 +1,62 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :template do
+    account
+
+    author factory: %i[user]
+    name { Faker::Book.title }
+
+    after(:create) do |template|
+      blob = ActiveStorage::Blob.create_and_upload!(
+        io: Rails.root.join('spec/fixtures/sample-document.pdf').open,
+        filename: 'sample-document.pdf',
+        content_type: 'application/pdf'
+      )
+      attachment = ActiveStorage::Attachment.create!(
+        blob:,
+        name: :documents,
+        record: template
+      )
+
+      Templates::ProcessDocument.call(attachment)
+
+      template.schema = [{ attachment_uuid: attachment.uuid, name: 'sample-document' }]
+      template.submitters = [
+        {
+          'name' => 'First Submitter',
+          'uuid' => '513848eb-1096-4abc-a743-68596b5aaa4c'
+        }
+      ]
+      template.fields = [
+        {
+          'uuid' => '21637fc9-0655-45df-8952-04ec64949e85',
+          'submitter_uuid' => '513848eb-1096-4abc-a743-68596b5aaa4c',
+          'name' => 'First Name',
+          'type' => 'text',
+          'required' => true,
+          'areas' => [
+            {
+              'x' => 0.09027777777777778,
+              'y' => 0.1197252208047105,
+              'w' => 0.3069444444444444,
+              'h' => 0.03336604514229637,
+              'attachment_uuid' => attachment.uuid,
+              'page' => 0
+            }
+          ]
+        },
+        {
+          'uuid' => '1f97f8e3-dc82-4586-aeea-6ebed6204e46',
+          'submitter_uuid' => '513848eb-1096-4abc-a743-68596b5aaa4c',
+          'name' => '',
+          'type' => 'signature',
+          'required' => true,
+          'areas' => []
+        }
+      ]
+
+      template.save!
+    end
+  end
+end

spec/factories/users.rb

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :user do
+    account
+    first_name { Faker::Name.first_name }
+    last_name { Faker::Name.last_name }
+    password { 'password' }
+    role { User::ADMIN_ROLE }
+    email { Faker::Internet.email }
+  end
+end

spec/rails_helper.rb

@@ -7,6 +7,7 @@ require_relative '../config/environment'
 abort('The Rails environment is running in production mode!') if Rails.env.production?
 require 'rspec/rails'
 require 'capybara/cuprite'
+require 'capybara/rspec'
 require 'webmock/rspec'
 
 WebMock.disable_net_connect!(allow_localhost: true)
@@ -45,6 +46,7 @@ RSpec.configure do |config|
   config.filter_rails_from_backtrace!
 
   config.include FactoryBot::Syntax::Methods
+  config.include Devise::Test::IntegrationHelpers
 
   config.before(:each, type: :system) do
     if ENV['HEADLESS'] == 'false'

spec/system/account_settings_spec.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Account Settings' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+  let!(:encrypted_config) { create(:encrypted_config, account:, key: EncryptedConfig::APP_URL_KEY, value: 'https://www.test.com') }
+
+  before do
+    sign_in(user)
+    visit settings_account_path
+  end
+
+  it 'shows pre-filled account settings page' do
+    expect(page).to have_content('Account')
+    expect(page).to have_field('Company Name', with: account.name)
+    expect(page).to have_field('Timezone', with: account.timezone)
+    expect(page).to have_field('Time format', with: account.locale)
+    expect(page).to have_field('App URL', with: encrypted_config.value)
+  end
+
+  it 'updates the account settings' do
+    fill_in 'Company Name', with: 'New Company Name'
+    fill_in 'App URL', with: 'https://example.com'
+    select '(GMT+01:00) Berlin', from: 'Timezone'
+    select 'Spanish (Spain)', from: 'Time format'
+
+    click_button 'Update'
+
+    account.reload
+    encrypted_config.reload
+
+    expect(account.name).to eq('New Company Name')
+    expect(account.timezone).to eq('Berlin')
+    expect(account.locale).to eq('es-ES')
+    expect(encrypted_config.value).to eq('https://example.com')
+  end
+end

spec/system/api_settings_spec.rb

@@ -0,0 +1,18 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'API Settings' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+    visit settings_api_index_path
+  end
+
+  it 'shows verify signed PDF page' do
+    expect(page).to have_content('API')
+    expect(page).to have_field('X-Auth-Token', with: user.access_token.token)
+  end
+end

spec/system/dashboard_spec.rb

@@ -0,0 +1,55 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Dashboard Page' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+  end
+
+  context 'when are no templates' do
+    it 'shows empty state' do
+      visit root_path
+
+      expect(page).to have_content('Welcome to DocuSeal')
+      expect(page).to have_content('Streamline document workflows, from creating customizable')
+      expect(page).to have_link('Create Template', href: new_template_path)
+    end
+  end
+
+  context 'when there are templates' do
+    let!(:authors) { create_list(:user, 5, account:) }
+    let!(:templates) { authors.map { |author| create(:template, account:, author:) } }
+
+    before do
+      visit root_path
+    end
+
+    it 'shows the list of templates' do
+      templates.each do |template|
+        expect(page).to have_content(template.name)
+        expect(page).to have_content(template.author.full_name)
+      end
+
+      expect(page).to have_content('Templates')
+      expect(page).to have_link('Create', href: new_template_path)
+    end
+
+    it 'initializes the template creation process' do
+      click_link 'Create'
+
+      within('#modal') do
+        fill_in 'template[name]', with: 'New Template'
+
+        expect do
+          click_button 'Create'
+        end.to change(Template, :count).by(1)
+
+        expect(page).to have_current_path(edit_template_path(Template.last), ignore_query: true)
+      end
+    end
+  end
+end

spec/system/email_settings_spec.rb

@@ -0,0 +1,98 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Email Settings' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+  end
+
+  context 'when SMTP settings are not set' do
+    it 'setup SMTP settings' do
+      visit settings_email_index_path
+
+      fill_in 'Host', with: 'smtp.example.com'
+      fill_in 'Port', with: '587'
+      fill_in 'Username', with: 'user@example.com'
+      fill_in 'Password', with: 'password'
+      fill_in 'Domain', with: 'example.com'
+      fill_in 'Send from Email', with: 'user@example.com'
+      select 'Plain', from: 'Authentication'
+      choose 'TLS'
+
+      expect do
+        click_button 'Save'
+      end.to change(EncryptedConfig, :count).by(1)
+
+      encrypted_config = EncryptedConfig.find_by(account:, key: EncryptedConfig::EMAIL_SMTP_KEY)
+
+      expect(encrypted_config.value['host']).to eq('smtp.example.com')
+      expect(encrypted_config.value['port']).to eq('587')
+      expect(encrypted_config.value['username']).to eq('user@example.com')
+      expect(encrypted_config.value['password']).to eq('password')
+      expect(encrypted_config.value['domain']).to eq('example.com')
+      expect(encrypted_config.value['authentication']).to eq('plain')
+      expect(encrypted_config.value['security']).to eq('tls')
+      expect(encrypted_config.value['from_email']).to eq('user@example.com')
+    end
+  end
+
+  context 'when SMTP settings are set' do
+    let!(:encrypted_config) do
+      create(:encrypted_config, account:, key: EncryptedConfig::EMAIL_SMTP_KEY, value: {
+               host: 'smtp.example.com',
+               port: '587',
+               username: 'user@example.co',
+               password: 'password',
+               domain: 'example.com',
+               authentication: 'plain',
+               security: 'tls',
+               from_email: 'user@example.co'
+             })
+    end
+
+    before do
+      visit settings_email_index_path
+    end
+
+    it 'shows pre-filled SMTP settings' do
+      expect(page).to have_content('Email SMTP')
+      expect(page).to have_field('Host', with: encrypted_config.value['host'])
+      expect(page).to have_field('Port', with: encrypted_config.value['port'])
+      expect(page).to have_field('Username', with: encrypted_config.value['username'])
+      expect(page).to have_field('Password', with: encrypted_config.value['password'])
+      expect(page).to have_field('Domain', with: encrypted_config.value['domain'])
+      expect(page).to have_select('Authentication', selected: 'Plain')
+      expect(page).to have_field('Send from Email', with: encrypted_config.value['from_email'])
+    end
+
+    it 'updates SMTP settings' do
+      fill_in 'Host', with: 'smtp.gmail.com'
+      fill_in 'Port', with: '465'
+      fill_in 'Username', with: 'user@gmail.com'
+      fill_in 'Password', with: 'new_password'
+      fill_in 'Domain', with: 'gmail.com'
+      fill_in 'Send from Email', with: 'user@gmail.com'
+      select 'Plain', from: 'Authentication'
+      choose 'SSL'
+
+      expect do
+        click_button 'Save'
+      end.not_to change(EncryptedConfig, :count)
+
+      encrypted_config.reload
+
+      expect(encrypted_config.value['host']).to eq('smtp.gmail.com')
+      expect(encrypted_config.value['port']).to eq('465')
+      expect(encrypted_config.value['username']).to eq('user@gmail.com')
+      expect(encrypted_config.value['password']).to eq('new_password')
+      expect(encrypted_config.value['domain']).to eq('gmail.com')
+      expect(encrypted_config.value['authentication']).to eq('plain')
+      expect(encrypted_config.value['security']).to eq('ssl')
+      expect(encrypted_config.value['from_email']).to eq('user@gmail.com')
+    end
+  end
+end

spec/system/esign_spec.rb

@@ -0,0 +1,20 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'PDF Signature Settings' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+    visit settings_esign_index_path
+  end
+
+  it 'shows verify signed PDF page' do
+    expect(page).to have_content('PDF Signature')
+    expect(page).to have_content('Upload signed PDF file to validate its signature')
+    expect(page).to have_content('Verify Signed PDF')
+    expect(page).to have_content('Click to upload or drag and drop files')
+  end
+end

spec/system/newsletters_spec.rb

@@ -0,0 +1,32 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Newsletter' do
+  let(:user) { create(:user, account: create(:account)) }
+
+  before do
+    sign_in(user)
+    stub_request(:post, Docuseal::NEWSLETTER_URL).to_return(status: 200)
+    visit newsletter_path
+  end
+
+  it 'shows the newsletter page' do
+    expect(page).to have_content('Developer Newsletters')
+    expect(page).to have_button('Submit')
+    expect(page).to have_content('Skip')
+    expect(page).to have_field('user[email]', with: user.email)
+  end
+
+  it 'submits the newsletter form' do
+    click_button 'Submit'
+
+    expect(a_request(:post, Docuseal::NEWSLETTER_URL)).to have_been_made.once
+  end
+
+  it 'skips the newsletter form' do
+    click_on 'Skip'
+
+    expect(page).to have_current_path(root_path, ignore_query: true)
+  end
+end

spec/system/personalization_spec.rb

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Personalization' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+    visit settings_personalization_path
+  end
+
+  it 'shows the personalization page' do
+    expect(page).to have_content('Email Templates')
+    expect(page).to have_content('Signature Request Email')
+    expect(page).to have_content('Form Completed Email')
+    expect(page).to have_content('Documents Copy Email')
+    expect(page).to have_content('Company Logo')
+    expect(page).to have_content('Unlock with DocuSeal Enterprise')
+    expect(page).to have_content('Display your company name and logo when signing documents')
+  end
+end

spec/system/profile_settings_spec.rb

@@ -0,0 +1,59 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Profile Settings' do
+  let(:user) { create(:user, account: create(:account)) }
+
+  before do
+    sign_in(user)
+    visit settings_profile_index_path
+  end
+
+  it 'shows the profile settings page' do
+    expect(page).to have_content('Profile')
+    expect(page).to have_field('user[email]', with: user.email)
+    expect(page).to have_field('user[first_name]', with: user.first_name)
+    expect(page).to have_field('user[last_name]', with: user.last_name)
+
+    expect(page).to have_content('Change Password')
+    expect(page).to have_field('user[password]')
+    expect(page).to have_field('user[password_confirmation]')
+  end
+
+  context 'when changes contact information' do
+    it 'updates first name, last name and email' do
+      fill_in 'First name', with: 'Devid'
+      fill_in 'Last name', with: 'Beckham'
+      fill_in 'Email', with: 'david.beckham@example.com'
+
+      all(:button, 'Update')[0].click
+
+      user.reload
+
+      expect(user.first_name).to eq('Devid')
+      expect(user.last_name).to eq('Beckham')
+      expect(user.email).to eq('david.beckham@example.com')
+    end
+  end
+
+  context 'when changes password' do
+    it 'updates password' do
+      fill_in 'New password', with: 'newpassword'
+      fill_in 'Confirm new password', with: 'newpassword'
+
+      all(:button, 'Update')[1].click
+
+      expect(page).to have_content('Password has been changed')
+    end
+
+    it 'does not update if password confirmation does not match' do
+      fill_in 'New password', with: 'newpassword'
+      fill_in 'Confirm new password', with: 'newpassword1'
+
+      all(:button, 'Update')[1].click
+
+      expect(page).to have_content("Password confirmation doesn't match Password")
+    end
+  end
+end

spec/system/setup_spec.rb

@@ -0,0 +1,88 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'App Setup', js: true do
+  let(:form_data) do
+    {
+      first_name: 'John',
+      last_name: 'Doe',
+      email: 'john.doe@example.com',
+      company_name: 'Example Company',
+      password: 'password',
+      app_url: 'https://example.com'
+    }
+  end
+
+  before do
+    visit setup_index_path
+  end
+
+  it 'shows the setup page' do
+    expect(page).to have_content('Initial Setup')
+
+    ['First name', 'Last name', 'Email', 'Company name', 'Password', 'App URL'].each do |field|
+      expect(page).to have_field(field)
+    end
+  end
+
+  context 'when valid information' do
+    it 'setups the app' do
+      fill_setup_form(form_data)
+
+      expect do
+        click_button 'Submit'
+        sleep 1
+      end.to change(Account, :count).by(1).and change(User, :count).by(1).and change(EncryptedConfig, :count).by(2)
+
+      user = User.last
+      encrypted_config_app_url = EncryptedConfig.find_by(account: user.account,
+                                                         key: EncryptedConfig::APP_URL_KEY)
+      encrypted_config_esign_certs = EncryptedConfig.find_by(account: user.account,
+                                                             key: EncryptedConfig::ESIGN_CERTS_KEY)
+
+      expect(user.first_name).to eq(form_data[:first_name])
+      expect(user.last_name).to eq(form_data[:last_name])
+      expect(user.email).to eq(form_data[:email])
+      expect(user.account.timezone).to eq('UTC')
+      expect(user.account.locale).to eq('en-US')
+      expect(user.account.name).to eq(form_data[:company_name])
+      expect(encrypted_config_app_url.value).to eq(form_data[:app_url])
+      expect(encrypted_config_esign_certs.value).to be_present
+    end
+  end
+
+  context 'when invalid information' do
+    it 'does not setup the app if the password is too short' do
+      fill_setup_form(form_data.merge(password: 'pass'))
+
+      expect do
+        click_button 'Submit'
+      end.not_to(change(User, :count))
+
+      expect(page).to have_content('Password is too short (minimum is 6 characters)')
+    end
+  end
+
+  context 'when the app is already setup' do
+    let!(:user) { create(:user, account: create(:account)) }
+
+    it 'redirects to the dashboard page' do
+      sign_in(user)
+      visit setup_index_path
+
+      expect(page).to have_content('Welcome to DocuSeal')
+    end
+  end
+
+  private
+
+  def fill_setup_form(form_data)
+    fill_in 'First name', with: form_data[:first_name]
+    fill_in 'Last name', with: form_data[:last_name]
+    fill_in 'Email', with: form_data[:email]
+    fill_in 'Company name', with: form_data[:company_name]
+    fill_in 'Password', with: form_data[:password]
+    fill_in 'App URL', with: form_data[:app_url]
+  end
+end

spec/system/storage_settings_spec.rb

@@ -0,0 +1,247 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Storage Settings' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+  end
+
+  context 'when storage settings are not set' do
+    before do
+      visit settings_storage_index_path
+    end
+
+    context 'when Disk is selected' do
+      it 'shows default storage settings page' do
+        expect(page).to have_content('Storage')
+        expect(page).to have_content('Store all files on disk')
+        expect(page).to have_content('No configs are needed but make sure your disk is persistent')
+        expect(page).to have_checked_field('Disk')
+      end
+    end
+
+    context 'when AWS S3 is selected' do
+      it 'setups AWS S3 storage settings' do
+        choose 'AWS'
+
+        fill_in 'Access key ID', with: 'access_key_id'
+        fill_in 'Secret access key', with: 'secret_access_key'
+        fill_in 'Region', with: 'us-west-1'
+        fill_in 'Bucket', with: 'bucket'
+        fill_in 'Endpoint', with: 'https://s3.us-west-1.amazonaws.com'
+
+        expect do
+          click_button 'Save'
+        end.to change(EncryptedConfig, :count).by(1)
+
+        encrypted_config = EncryptedConfig.find_by(account:, key: EncryptedConfig::FILES_STORAGE_KEY)
+        configs = encrypted_config.value['configs']
+
+        expect(encrypted_config.value['service']).to eq('aws_s3')
+        expect(configs['access_key_id']).to eq('access_key_id')
+        expect(configs['secret_access_key']).to eq('secret_access_key')
+        expect(configs['region']).to eq('us-west-1')
+        expect(configs['bucket']).to eq('bucket')
+        expect(configs['endpoint']).to eq('https://s3.us-west-1.amazonaws.com')
+      end
+    end
+
+    context 'when Google Cloud Storage is selected' do
+      it 'setups Google Cloud Storage settings' do
+        choose 'GCP'
+
+        fill_in 'Project', with: 'project_id'
+        fill_in 'Bucket', with: 'bucket'
+        fill_in 'Credentials (JSON key content)', with: '{ "type": "service_account", "project_id": "project_id" }'
+
+        expect do
+          click_button 'Save'
+        end.to change(EncryptedConfig, :count).by(1)
+
+        encrypted_config = EncryptedConfig.find_by(account:, key: EncryptedConfig::FILES_STORAGE_KEY)
+        configs = encrypted_config.value['configs']
+
+        expect(encrypted_config.value['service']).to eq('google')
+        expect(configs['project']).to eq('project_id')
+        expect(configs['bucket']).to eq('bucket')
+        expect(configs['credentials']).to eq('{ "type": "service_account", "project_id": "project_id" }')
+      end
+    end
+
+    context 'when Azure is selected' do
+      it 'setup Azure storage settings' do
+        choose 'Azure'
+
+        fill_in 'Storage Account Name', with: 'storage_account_name'
+        fill_in 'Container', with: 'container'
+        fill_in 'Storage Access Key', with: 'storage_access_key'
+
+        expect do
+          click_button 'Save'
+        end.to change(EncryptedConfig, :count).by(1)
+
+        encrypted_config = EncryptedConfig.find_by(account:, key: EncryptedConfig::FILES_STORAGE_KEY)
+        configs = encrypted_config.value['configs']
+
+        expect(encrypted_config.value['service']).to eq('azure')
+        expect(configs['storage_account_name']).to eq('storage_account_name')
+        expect(configs['container']).to eq('container')
+        expect(configs['storage_access_key']).to eq('storage_access_key')
+      end
+    end
+  end
+
+  context 'when storage settings are set' do
+    context 'when updates the same storage settings' do
+      context 'when AWS S3' do
+        let!(:encrypted_config) do
+          create(:encrypted_config, account:, key: EncryptedConfig::FILES_STORAGE_KEY, value: {
+                   service: 'aws_s3',
+                   configs: {
+                     access_key_id: 'access_key_id',
+                     secret_access_key: 'secret_access_key',
+                     region: 'us-west-1',
+                     bucket: 'bucket',
+                     endpoint: 'https://s3.us-west-1.amazonaws.com'
+                   }
+                 })
+        end
+
+        it 'updates AWS S3 storage settings' do
+          visit settings_storage_index_path
+
+          fill_in 'Access key ID', with: 'new_access_key_id'
+          fill_in 'Secret access key', with: 'new_secret_access_key'
+          fill_in 'Region', with: 'us-west-2'
+          fill_in 'Bucket', with: 'new_bucket'
+          fill_in 'Endpoint', with: 'https://s3.us-west-2.amazonaws.com'
+
+          expect do
+            click_button 'Save'
+          end.not_to(change(EncryptedConfig, :count))
+
+          encrypted_config.reload
+          configs = encrypted_config.value['configs']
+
+          expect(encrypted_config.value['service']).to eq('aws_s3')
+          expect(configs['access_key_id']).to eq('new_access_key_id')
+          expect(configs['secret_access_key']).to eq('new_secret_access_key')
+          expect(configs['region']).to eq('us-west-2')
+          expect(configs['bucket']).to eq('new_bucket')
+          expect(configs['endpoint']).to eq('https://s3.us-west-2.amazonaws.com')
+        end
+      end
+
+      context 'when Google Cloud Storage' do
+        let!(:encrypted_config) do
+          create(:encrypted_config, account:, key: EncryptedConfig::FILES_STORAGE_KEY, value: {
+                   service: 'google',
+                   configs: {
+                     project: 'project_id',
+                     bucket: 'bucket',
+                     credentials: '{ "type": "service_account", "project_id": "project_id" }'
+                   }
+                 })
+        end
+
+        it 'updates Google Cloud Storage settings' do
+          visit settings_storage_index_path
+
+          fill_in 'Project', with: 'new_project_id'
+          fill_in 'Bucket', with: 'new_bucket'
+          fill_in 'Credentials (JSON key content)',
+                  with: '{ "type": "new_service_account", "project_id": "new_project_id" }'
+
+          expect do
+            click_button 'Save'
+          end.not_to(change(EncryptedConfig, :count))
+
+          encrypted_config.reload
+          configs = encrypted_config.value['configs']
+
+          expect(encrypted_config.value['service']).to eq('google')
+          expect(configs['project']).to eq('new_project_id')
+          expect(configs['bucket']).to eq('new_bucket')
+          expect(configs['credentials']).to eq('{ "type": "new_service_account", "project_id": "new_project_id" }')
+        end
+      end
+
+      context 'when Azure' do
+        let!(:encrypted_config) do
+          create(:encrypted_config, account:, key: EncryptedConfig::FILES_STORAGE_KEY, value: {
+                   service: 'azure',
+                   configs: {
+                     storage_account_name: 'storage_account_name',
+                     container: 'container',
+                     storage_access_key: 'storage_access_key'
+                   }
+                 })
+        end
+
+        it 'updates Azure storage settings' do
+          visit settings_storage_index_path
+
+          fill_in 'Storage Account Name', with: 'new_storage_account_name'
+          fill_in 'Container', with: 'new_container'
+          fill_in 'Storage Access Key', with: 'new_storage_access_key'
+
+          expect do
+            click_button 'Save'
+          end.not_to(change(EncryptedConfig, :count))
+
+          encrypted_config.reload
+          configs = encrypted_config.value['configs']
+
+          expect(encrypted_config.value['service']).to eq('azure')
+          expect(configs['storage_account_name']).to eq('new_storage_account_name')
+          expect(configs['container']).to eq('new_container')
+          expect(configs['storage_access_key']).to eq('new_storage_access_key')
+        end
+      end
+    end
+
+    context 'when switches to another storage settings' do
+      context 'when Google Cloud Storage' do
+        let!(:encrypted_config) do
+          create(:encrypted_config, account:, key: EncryptedConfig::FILES_STORAGE_KEY, value: {
+                   service: 'google',
+                   configs: {
+                     project: 'project_id',
+                     bucket: 'bucket',
+                     credentials: '{ "type": "service_account", "project_id": "project_id" }'
+                   }
+                 })
+        end
+
+        it 'switches to AWS S3' do
+          visit settings_storage_index_path
+          choose 'AWS'
+
+          fill_in 'Access key ID', with: 'access_key_id'
+          fill_in 'Secret access key', with: 'secret_access_key'
+          fill_in 'Region', with: 'us-west-1'
+          fill_in 'Bucket', with: 'bucket'
+          fill_in 'Endpoint', with: 'https://s3.us-west-1.amazonaws.com'
+
+          expect do
+            click_button 'Save'
+          end.not_to(change(EncryptedConfig, :count))
+
+          encrypted_config.reload
+          configs = encrypted_config.value['configs']
+
+          expect(encrypted_config.value['service']).to eq('aws_s3')
+          expect(configs['access_key_id']).to eq('access_key_id')
+          expect(configs['secret_access_key']).to eq('secret_access_key')
+          expect(configs['region']).to eq('us-west-1')
+          expect(configs['bucket']).to eq('bucket')
+          expect(configs['endpoint']).to eq('https://s3.us-west-1.amazonaws.com')
+        end
+      end
+    end
+  end
+end

spec/system/submit_form_spec.rb

@@ -0,0 +1,95 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Submit Form' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+  let!(:template) { create(:template, account:, author: user) }
+
+  before do
+    sign_in(user)
+  end
+
+  context 'when initialized by shared link' do
+    before do
+      visit start_form_path(slug: template.slug)
+    end
+
+    it 'shows start form page' do
+      expect(page).to have_content('You have been invited to submit a form')
+      expect(page).to have_content(template.name)
+      expect(page).to have_content("Invited by #{template.account.name}")
+    end
+
+    it 'complete the form' do
+      fill_in 'Email', with: 'john.dou@example.com'
+      click_button 'Start'
+
+      fill_in 'First Name', with: 'Adam'
+      click_on 'Next'
+      click_on 'type_text_button'
+      fill_in 'signature_text_input', with: 'Adam'
+
+      expect do
+        click_on 'Submit'
+      end.not_to(change(Submitter, :count))
+
+      submitter = Submitter.find_by(email: 'john.dou@example.com')
+
+      expect(page).to have_button('Download')
+      expect(submitter.email).to eq('john.dou@example.com')
+      expect(submitter.ip).to eq('127.0.0.1')
+      expect(submitter.ua).to be_present
+      expect(submitter.opened_at).to be_present
+      expect(submitter.completed_at).to be_present
+      expect(submitter.values.values).to include('Adam')
+    end
+  end
+
+  context 'when initialized by shared email address' do
+    let!(:submission) { create(:submission, template:, created_by_user: user) }
+    let!(:submitters) { template.submitters.map { |s| create(:submitter, submission:, uuid: s['uuid']) } }
+    let(:submitter) { submitters.first }
+
+    before do
+      visit submit_form_path(slug: submitter.slug)
+    end
+
+    it 'completes the form' do
+      fill_in 'First Name', with: 'Sally'
+      click_on 'Next'
+      click_on 'type_text_button'
+      fill_in 'signature_text_input', with: 'Sally'
+      click_on 'Submit'
+
+      submitter.reload
+
+      expect(page).to have_button('Download')
+      expect(submitter.ip).to eq('127.0.0.1')
+      expect(submitter.ua).to be_present
+      expect(submitter.opened_at).to be_present
+      expect(submitter.completed_at).to be_present
+      expect(submitter.values.values).to include('Sally')
+    end
+
+    it 'sends completed email' do
+      fill_in 'First Name', with: 'Adam'
+      click_on 'Next'
+      click_on 'type_text_button'
+      fill_in 'signature_text_input', with: 'Adam'
+
+      expect do
+        click_on 'Submit'
+      end.to change { ActionMailer::Base.deliveries.size }.by(1)
+
+      email = ActionMailer::Base.deliveries.last
+
+      expect(email.subject).to eq("#{submitter.email} has completed the \"#{template.name}\" form")
+
+      expect(email.body.encoded).to include "Hi #{user.first_name},"
+      expect(email.body.encoded).to include "#{submitter.email} has completed the \"#{template.name}\" form."
+      expect(email.body.encoded).to have_link('View Submission')
+    end
+  end
+end

spec/system/team_settings_spec.rb

@@ -0,0 +1,96 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Team Settings' do
+  let(:account) { create(:account) }
+  let(:current_user) { create(:user, account:) }
+
+  before do
+    sign_in(current_user)
+  end
+
+  context 'when multiple users' do
+    let!(:users) { create_list(:user, 2, account:) }
+
+    before do
+      visit settings_users_path
+    end
+
+    it 'shows all users' do
+      within '.table' do
+        users.each do |user|
+          expect(page).to have_content(user.full_name)
+          expect(page).to have_content(user.email)
+        end
+      end
+    end
+
+    it 'creates a new user' do
+      click_link 'New User'
+
+      within '#modal' do
+        fill_in 'First name', with: 'Joseph'
+        fill_in 'Last name', with: 'Smith'
+        fill_in 'Email', with: 'joseph.smith@example.com'
+        fill_in 'Password', with: 'password'
+
+        expect do
+          click_button 'Submit'
+        end.to change(User, :count).by(1)
+
+        user = User.last
+
+        expect(user.first_name).to eq('Joseph')
+        expect(user.last_name).to eq('Smith')
+        expect(user.email).to eq('joseph.smith@example.com')
+        expect(user.account).to eq(account)
+      end
+    end
+
+    it 'updates a user' do
+      first(:link, 'Edit').click
+
+      fill_in 'First name', with: 'Adam'
+      fill_in 'Last name', with: 'Meier'
+      fill_in 'Email', with: 'adam.meier@example.com'
+      fill_in 'Password', with: 'new_password'
+
+      expect do
+        click_button 'Submit'
+      end.not_to change(User, :count)
+
+      user = User.find_by(email: 'adam.meier@example.com')
+
+      expect(user.first_name).to eq('Adam')
+      expect(user.last_name).to eq('Meier')
+      expect(user.email).to eq('adam.meier@example.com')
+    end
+
+    it 'removes a user' do
+      expect do
+        accept_confirm('Are you sure?') do
+          first(:link, 'Delete').click
+        end
+      end.to change { User.active.count }.by(-1)
+
+      expect(page).to have_content('User has been removed')
+    end
+  end
+
+  context 'when single user' do
+    before do
+      visit settings_users_path
+    end
+
+    it 'does not allow to remove the current user' do
+      expect do
+        accept_confirm('Are you sure?') do
+          first(:link, 'Delete').click
+        end
+      end.not_to(change { User.admins.count })
+
+      expect(page).to have_content('Unable to remove user')
+    end
+  end
+end

spec/system/template_spec.rb

@@ -0,0 +1,80 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Template' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+  let!(:template) { create(:template, account:, author: user) }
+
+  before do
+    sign_in(user)
+  end
+
+  context 'when no submissions' do
+    it 'shows the template page' do
+      visit template_path(template)
+
+      expect(page).to have_content(template.name)
+      expect(page).to have_content('There are no Submissions')
+      expect(page).to have_content('Send an invitation to fill and complete the form')
+      expect(page).to have_link('Add Recipients', href: new_template_submission_path(template))
+      expect(page).to have_link('Submit it Yourself')
+    end
+  end
+
+  context 'when there are submissions' do
+    let!(:submission) { create(:submission, template:, created_by_user: user) }
+    let!(:submitters) { template.submitters.map { |s| create(:submitter, submission:, uuid: s['uuid']) } }
+
+    it 'shows the template page with submissions' do
+      visit template_path(template)
+
+      submitters.each do |submitter|
+        expect(page).to have_content(submitter.email)
+      end
+
+      expect(page).to have_content(template.name)
+    end
+  end
+
+  context 'when managing a template' do
+    before do
+      visit template_path(template)
+    end
+
+    it 'removes a template' do
+      expect do
+        accept_confirm('Are you sure?') do
+          click_button 'Remove'
+        end
+      end.to change { Template.active.count }.by(-1)
+
+      expect(page).to have_content('Template has been archived')
+      expect(page).to have_current_path(root_path, ignore_query: true)
+    end
+
+    it 'edits a template' do
+      click_link 'Edit'
+
+      expect(page).to have_current_path(edit_template_path(template), ignore_query: true)
+    end
+
+    it 'clones a template' do
+      click_link 'Clone'
+
+      within '#modal' do
+        fill_in 'template[name]', with: 'New Template Name'
+
+        expect do
+          click_button 'Submit'
+        end.to change { Template.active.count }.by(1)
+
+        template = Template.last
+
+        expect(template.name).to eq('New Template Name')
+        expect(page).to have_current_path(edit_template_path(template), ignore_query: true)
+      end
+    end
+  end
+end

spec/system/webhook_settings_spec.rb

@@ -0,0 +1,31 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe 'Webhook Settings' do
+  let!(:account) { create(:account) }
+  let!(:user) { create(:user, account:) }
+
+  before do
+    sign_in(user)
+    visit settings_webhooks_path
+  end
+
+  it 'shows webhook settings page' do
+    expect(page).to have_content('Webhooks')
+    expect(page).to have_field('Webhook URL')
+    expect(page).to have_button('Save')
+  end
+
+  it 'updates the webhook URL' do
+    fill_in 'Webhook URL', with: 'https://example.com'
+
+    expect do
+      click_button 'Save'
+    end.to change(EncryptedConfig, :count).by(1)
+
+    encrypted_config = EncryptedConfig.find_by(account:, key: EncryptedConfig::WEBHOOK_URL_KEY)
+
+    expect(encrypted_config.value).to eq('https://example.com')
+  end
+end

yarn.lock

@@ -4827,10 +4827,10 @@ setprototypeof@1.2.0:
   resolved "https://registry.yarnpkg.com/setprototypeof/-/setprototypeof-1.2.0.tgz#66c9a24a73f9fc28cbe66b09fed3d33dcaf1b424"
   integrity sha512-E5LDX7Wrp85Kil5bhZv46j8jOeboKq5JMmYM3gVGdGH8xFpPWXUMsNrlODCrkoxMEeNi/XZIwuRvY4XNwYMJpw==
 
-shakapacker@7.0.0:
+shakapacker@7.0.3:
-  version "7.0.0"
+  version "7.0.3"
-  resolved "https://registry.yarnpkg.com/shakapacker/-/shakapacker-7.0.0.tgz#788c96e86eb78e44ee84c3cc03b7c091e4621fc3"
+  resolved "https://registry.yarnpkg.com/shakapacker/-/shakapacker-7.0.3.tgz#e67fca4e74c3ef380e1acf53a1d51ab4784ca01c"
-  integrity sha512-yL5lbCdgtI8nUxZHarL7X5aB40r069wAunHwb59Hgw1gPg6/nMuYo7ofNTGXg11v1eunwAdjx8EfYnk4XwX27Q==
+  integrity sha512-2kwNP8kadkmGOqb7Bp/iNzF3bV31zni8b35Uzst2DZHjnFcnDbW96MERXHc7lS3p3AmKJVbUBmHAFCPsLT9tcw==
   dependencies:
     glob "^7.2.0"
     js-yaml "^4.1.0"