Merge from docusealco/wip

docs: fix README typos

.annotaterb.yml

@@ -0,0 +1,58 @@
+---
+:position: before
+:position_in_additional_file_patterns: before
+:position_in_class: before
+:position_in_factory: before
+:position_in_fixture: before
+:position_in_routes: before
+:position_in_serializer: before
+:position_in_test: before
+:classified_sort: true
+:exclude_controllers: true
+:exclude_factories: true
+:exclude_fixtures: false
+:exclude_helpers: true
+:exclude_scaffolds: true
+:exclude_serializers: false
+:exclude_sti_subclasses: false
+:exclude_tests: false
+:force: false
+:format_markdown: false
+:format_rdoc: false
+:format_yard: false
+:frozen: false
+:ignore_model_sub_dir: false
+:ignore_unknown_models: false
+:include_version: false
+:show_check_constraints: false
+:show_complete_foreign_keys: false
+:show_foreign_keys: true
+:show_indexes: true
+:simple_indexes: false
+:sort: false
+:timestamp: false
+:trace: false
+:with_comment: true
+:with_column_comments: true
+:with_table_comments: true
+:active_admin: false
+:command:
+:debug: false
+:hide_default_column_types: ''
+:hide_limit_column_types: ''
+:ignore_columns:
+:ignore_routes:
+:models: true
+:routes: false
+:skip_on_db_migrate: false
+:target_action: :do_annotations
+:wrapper:
+:wrapper_close:
+:wrapper_open:
+:classes_default_to_s: []
+:additional_file_patterns: []
+:model_dir:
+- app/models
+:require: []
+:root_dir:
+- ''

.eslintrc

@@ -8,7 +8,8 @@
   },
   "rules": {
     "vue/no-deprecated-html-element-is": 0,
-    "vue/no-mutating-props": 0
+    "vue/no-mutating-props": 0,
+    "vue/one-component-per-file": 0
   },
   "parserOptions": {
     "ecmaVersion": 2022,

.github/workflows/ci.yml

@@ -6,14 +6,15 @@ jobs:
   rubocop:
     name: Rubocop
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.2.2
+          ruby-version: 4.0.5
       - name: Cache gems
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: vendor/bundle
           key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
@@ -30,14 +31,15 @@ jobs:
   erblint:
     name: Erblint
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.2.2
+          ruby-version: 4.0.5
       - name: Cache gems
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: vendor/bundle
           key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
@@ -49,21 +51,22 @@ jobs:
           bundle config path vendor/bundle
           bundle install --jobs 4 --retry 4
       - name: Run Erblint
-        run: bundle exec erblint ./app
+        run: bundle exec erb_lint ./app
 
   eslint:
     name: ESLint
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Install Node.js
         uses: actions/setup-node@v1
         with:
-          node-version: 20.9.0
+          node-version: 20.19.0
       - name: Cache directory path
         id: yarn-cache-dir-path
         run: echo "::set-output name=dir::$(yarn cache dir)"
-      - uses: actions/cache@v1
+      - uses: actions/cache@v4
         id: yarn-cache
         with:
           path: ${{ steps.yarn-cache-dir-path.outputs.dir }}
@@ -77,9 +80,38 @@ jobs:
         run: |
           ./node_modules/eslint/bin/eslint.js "app/javascript/**/*.js"
 
+  brakeman:
+    name: Brakeman
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - uses: actions/checkout@v4
+      - name: Install Ruby
+        uses: ruby/setup-ruby@v1
+        with:
+          ruby-version: 4.0.5
+      - name: Cache gems
+        uses: actions/cache@v4
+        with:
+          path: vendor/bundle
+          key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-gem-
+      - name: Install gems
+        run: |
+          gem install bundler
+          bundle config path vendor/bundle
+          bundle install --jobs 4 --retry 4
+          yarn install
+          sudo apt-get update
+          sudo apt-get install libvips liblept5
+      - name: Run Brakeman
+        run: bundle exec brakeman -q --exit-on-warn
+
   rspec:
     name: RSpec
     runs-on: ubuntu-latest
+    timeout-minutes: 10
 
     services:
       postgres:
@@ -96,24 +128,26 @@ jobs:
           --health-retries 5
 
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.2.2
+          ruby-version: 4.0.5
       - name: Set up Node
         uses: actions/setup-node@v1
         with:
-          node-version: 20.9.0
+          node-version: 20.19.0
       - name: Install Chrome
         uses: browser-actions/setup-chrome@latest
+        with:
+          chrome-version: 125
       - name: Cache node_modules
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: node_modules
           key: ${{ runner.os }}-node-${{ hashFiles('**/yarn.lock') }}
       - name: Cache gems
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: vendor/bundle
           key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
@@ -128,7 +162,10 @@ jobs:
           bundle install --jobs 4 --retry 4
           yarn install
           sudo apt-get update
-          sudo apt-get install libvips
+          sudo apt-get install -y libvips liblept5
+          wget -O pdfium-linux.tgz "https://github.com/bblanchon/pdfium-binaries/releases/latest/download/pdfium-linux-$(uname -m | sed 's/x86_64/x64/;s/aarch64/arm64/').tgz"
+          sudo tar -xzf pdfium-linux.tgz --strip-components=1 -C /usr/lib lib/libpdfium.so
+          rm -f pdfium-linux.tgz
       - name: Run
         env:
           RAILS_ENV: test

.github/workflows/docker.yml

@@ -7,7 +7,8 @@ on:
 
 jobs:
   build:
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-24.04-arm
+    timeout-minutes: 30
 
     steps:
     - name: Checkout code
@@ -15,32 +16,30 @@ jobs:
       with:
         submodules: recursive
 
-    -
+    - name: Docker meta
-      name: Docker meta
       id: meta
       uses: docker/metadata-action@v4
       with:
-        images: |
+        images: docuseal/docuseal
-          docuseal/docuseal
+        tags: type=semver,pattern={{version}}
-        tags: |
+
-          type=semver,pattern={{version}}
     - name: Set up QEMU
-      uses: docker/setup-qemu-action@v2
+      uses: docker/setup-qemu-action@v3
 
     - name: Set up Docker Buildx
-      uses: docker/setup-buildx-action@v2
+      uses: docker/setup-buildx-action@v3
 
     - name: Create .version file
       run: echo ${{ github.ref_name }} > .version
 
     - name: Login to Docker Hub
-      uses: docker/login-action@v2
+      uses: docker/login-action@v3
       with:
         username: ${{ secrets.DOCKERHUB_USERNAME }}
         password: ${{ secrets.DOCKERHUB_TOKEN }}
 
     - name: Build and push Docker image
-      uses: docker/build-push-action@v4
+      uses: docker/build-push-action@v6
       with:
         context: .
         push: true

.gitignore

@@ -36,3 +36,5 @@ yarn-debug.log*
 /attachments
 /docuseal
 /ee
+dump.rdb
+*.onnx

.rspec

@@ -0,0 +1 @@
+--require rails_helper

.rubocop.yml

@@ -1,4 +1,4 @@
-require:
+plugins:
   - rubocop-performance
   - rubocop-rails
   - rubocop-rspec
@@ -10,7 +10,8 @@ AllCops:
     - node_modules/**/*
     - bin/*
     - vendor/**/*
-  TargetRubyVersion: '3.2'
+  TargetRubyVersion: '4.0'
+  SuggestExtensions: false
 
 Metrics/BlockLength:
   Exclude:
@@ -27,12 +28,13 @@ Lint/MissingSuper:
   Enabled: false
 
 Metrics/ParameterLists:
-  Max: 10
+  Max: 12
 
 Metrics/MethodLength:
   Max: 30
   Exclude:
     - 'db/migrate/**'
+    - 'spec/**/*'
 
 Metrics/CyclomaticComplexity:
   Max: 15
@@ -40,28 +42,57 @@ Metrics/CyclomaticComplexity:
 Metrics/PerceivedComplexity:
   Max: 15
 
+Style/MultipleComparison:
+  Enabled: false
+
+Style/NumericPredicate:
+  Enabled: false
+
+Style/MinMaxComparison:
+  Enabled: false
+
+Style/EmptyClassDefinition:
+  Enabled: false
+
+Style/OneClassPerFile:
+  Enabled: false
+
+Layout/MultilineMethodCallIndentation:
+  Enabled: false
+
+Naming/PredicateMethod:
+  Enabled: false
+
 Layout/LineLength:
   AllowedPatterns: ['\A\s*#']
 
 Metrics/AbcSize:
-  Max: 40
+  Max: 45
+  Exclude:
+    - spec/**/*
 
 Metrics/ModuleLength:
-  Max: 500
+  Max: 1000
 
 Metrics/ClassLength:
-  Max: 500
+  Max: 1000
 
 RSpec/NestedGroups:
   Max: 6
 
 RSpec/MultipleExpectations:
-  Max: 20
+  Max: 25
 
 RSpec/ExampleLength:
-  Max: 40
+  Max: 500
 
 RSpec/MultipleMemoizedHelpers:
+  Max: 15
+
+RSpec/AnyInstance:
+  Enabled: false
+
+Metrics/BlockNesting:
   Max: 6
 
 Rails/I18nLocaleTexts:
@@ -76,5 +107,18 @@ Rails/SkipsModelValidations:
 Rails/ApplicationController:
   Enabled: false
 
-Capybara/ClickLinkOrButtonStyle:
+Rails/Output:
   Enabled: false
+
+Rails/StrongParametersExpect:
+  Enabled: false
+
+Rails/RedirectBackOrTo:
+  Enabled: false
+
+Rails/UnknownEnv:
+  Environments:
+    - development
+    - test
+    - production
+    - local

Dockerfile

@@ -1,10 +1,23 @@
-FROM ruby:3.2.2-alpine3.18 as fonts
+FROM ruby:4.0.5-alpine AS download
 
 WORKDIR /fonts
 
-RUN apk --no-cache add wget && wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Regular.ttf && wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Bold.ttf && wget https://github.com/impallari/DancingScript/raw/master/fonts/DancingScript-Regular.otf && wget https://github.com/impallari/DancingScript/raw/master/OFL.txt
+RUN apk --no-cache add wget unzip && \
+    wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Regular.ttf && \
+    wget https://github.com/satbyy/go-noto-universal/releases/download/v7.0/GoNotoKurrent-Bold.ttf && \
+    wget https://github.com/impallari/DancingScript/raw/master/fonts/DancingScript-Regular.otf && \
+    wget https://raw.githubusercontent.com/impallari/DancingScript/master/OFL.txt && \
+    wget https://raw.githubusercontent.com/notofonts/noto-fonts/refs/heads/main/LICENSE && \
+    wget -O /model.onnx "https://github.com/docusealco/fields-detection/releases/download/2.0.0/model_704_int8.onnx" && \
+    wget -O pdfium-linux.zip "https://github.com/docusealco/pdfium-binaries/releases/download/20260613/pdfium-musl-$(uname -m).zip" && \
+    case "$(uname -m)" in \
+      x86_64)  echo "2c953ff72ee2dda07e7fc577e25841cc3d6464468a7c5adfaea574efcbc3b90b  pdfium-linux.zip" ;; \
+      aarch64) echo "23bbe287d2753fdb05741c7660647eb0ef0d2e4da2ce0722bfa9d9d455bd64e2  pdfium-linux.zip" ;; \
+    esac | sha256sum -c - && \
+    mkdir -p /pdfium-linux && \
+    unzip -q pdfium-linux.zip -d /pdfium-linux
 
-FROM ruby:3.2.2-alpine3.18 as webpack
+FROM ruby:4.0.5-alpine AS webpack
 
 ENV RAILS_ENV=production
 ENV NODE_ENV=production
@@ -21,47 +34,72 @@ RUN yarn install --network-timeout 1000000
 COPY ./bin/shakapacker ./bin/shakapacker
 COPY ./config/webpack ./config/webpack
 COPY ./config/shakapacker.yml ./config/shakapacker.yml
-COPY ./postcss.config.js ./postcss.config.js ./
+COPY ./postcss.config.js ./postcss.config.js
-COPY ./tailwind.config.js ./tailwind.config.js ./
+COPY ./tailwind.config.js ./tailwind.config.js
-COPY ./tailwind.form.config.js ./tailwind.form.config.js ./
+COPY ./tailwind.form.config.js ./tailwind.form.config.js
-COPY ./tailwind.application.config.js ./tailwind.application.config.js ./
+COPY ./tailwind.dynamic.config.js ./tailwind.dynamic.config.js
+COPY ./tailwind.application.config.js ./tailwind.application.config.js
 COPY ./app/javascript ./app/javascript
 COPY ./app/views ./app/views
 
 RUN echo "gem 'shakapacker'" > Gemfile && ./bin/shakapacker
 
-FROM ruby:3.2.2-alpine3.18 as app
+FROM ruby:4.0.5-alpine AS app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
-ENV PIDFILE=/dev/null
+ENV OPENSSL_CONF=/etc/openssl_legacy.cnf
 
 WORKDIR /app
 
-RUN apk add --no-cache build-base sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler poppler-utils vips-heif libc6-compat ttf-freefont && mkdir /fonts
+RUN apk add --no-cache libpq vips redis onnxruntime leptonica && \
+    rm -f /usr/bin/onnx_test_runner /usr/bin/onnxruntime_test
 
-COPY ./Gemfile ./Gemfile.lock ./
+RUN addgroup -g 2000 docuseal && adduser -u 2000 -G docuseal -s /bin/sh -D -h /home/docuseal docuseal
 
-RUN bundle update --bundler && bundle install && rm -rf ~/.bundle /usr/local/bundle/cache && ruby -e "puts Dir['/usr/local/bundle/**/{spec,rdoc,resources/shared,resources/collation,resources/locales}']" | xargs rm -rf
+RUN echo $'.include = /etc/ssl/openssl.cnf\n\
+\n\
+[provider_sect]\n\
+default = default_sect\n\
+legacy = legacy_sect\n\
+\n\
+[default_sect]\n\
+activate = 1\n\
+\n\
+[legacy_sect]\n\
+activate = 1' >> /etc/openssl_legacy.cnf
 
-COPY ./bin ./bin
+COPY --chown=docuseal:docuseal ./Gemfile ./Gemfile.lock ./
-COPY ./app ./app
-COPY ./config ./config
-COPY ./db ./db
-COPY ./log ./log
-COPY ./lib ./lib
-COPY ./public ./public
-COPY ./tmp ./tmp
-COPY LICENSE README.md Rakefile config.ru .version ./
 
-COPY --from=fonts /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts
+RUN apk add --no-cache build-base git libpq-dev yaml-dev && bundle install && apk del --no-cache build-base git libpq-dev yaml-dev && rm -rf ~/.bundle /usr/local/bundle/cache && ruby -e "puts Dir['/usr/local/bundle/**/{spec,rdoc,resources/shared,resources/collation,resources/locales,resources/unicode_data/properties}'] + Dir['/usr/local/bundle/gems/*/{test,tests,examples,sample,misc,doc,docs}'] + Dir['/usr/local/bundle/gems/*/ext/**/*.{c,h,o,S}']" | xargs rm -rf && ln -sf /usr/lib/libonnxruntime.so.1 $(ruby -e "print Dir[Gem::Specification.find_by_name('onnxruntime').gem_dir + '/vendor/*.so'].first")
-COPY --from=webpack /app/public/packs ./public/packs
 
-RUN ln -s /fonts /app/public/fonts
+COPY --chown=docuseal:docuseal ./bin ./bin
-RUN bundle exec bootsnap precompile --gemfile app/ lib/
+COPY --chown=docuseal:docuseal ./app ./app
+COPY --chown=docuseal:docuseal ./config ./config
+COPY --chown=docuseal:docuseal ./db/migrate ./db/migrate
+COPY --chown=docuseal:docuseal ./log ./log
+COPY --chown=docuseal:docuseal ./lib ./lib
+COPY --chown=docuseal:docuseal ./public ./public
+COPY --chown=docuseal:docuseal ./tmp ./tmp
+COPY --chown=docuseal:docuseal LICENSE LICENSE_ADDITIONAL_TERMS README.md Rakefile config.ru .version ./
+COPY --chown=docuseal:docuseal .version ./public/version
+
+COPY --chown=docuseal:docuseal --from=download /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts/LICENSE /fonts/
+COPY --from=download /pdfium-linux/lib/libpdfium.so /usr/lib/libpdfium.so
+COPY --from=download /pdfium-linux/licenses/ /usr/lib/libpdfium-licenses/
+COPY --chown=docuseal:docuseal --from=download /model.onnx /app/tmp/model.onnx
+COPY --chown=docuseal:docuseal --from=webpack /app/public/packs ./public/packs
+
+RUN mkdir -p /app/public/fonts && ln -s /fonts/DancingScript-Regular.otf /app/public/fonts/ && \
+    mkdir -p /usr/share/fonts/noto && ln -s /fonts/GoNotoKurrent-Regular.ttf /usr/share/fonts/noto/ && ln -s /fonts/GoNotoKurrent-Bold.ttf /usr/share/fonts/noto/ && fc-cache -f && \
+    bundle exec bootsnap precompile -j 1 --gemfile app/ lib/ && \
+    chown -R docuseal:docuseal /app/tmp/cache
 
 WORKDIR /data/docuseal
+ENV HOME=/home/docuseal
 ENV WORKDIR=/data/docuseal
+ENV VIPS_MAX_COORD=17000
+ENV VIPS_BLOCK_UNTRUSTED=1
 
 EXPOSE 3000
-CMD ["/app/bin/rails", "server"]
+CMD ["/app/bin/bundle", "exec", "puma", "-C", "/app/config/puma.rb", "--dir", "/app"]

Gemfile

@@ -2,13 +2,17 @@
 
 source 'https://rubygems.org'
 
-ruby '3.2.2'
+ruby '4.0.5'
 
-gem 'arabic-letter-connector', require: 'arabic-letter-connector/logic'
+gem 'addressable'
+gem 'arabic-letter-connector', require: false
 gem 'aws-sdk-s3', require: false
-gem 'azure-storage-blob', require: false
+gem 'aws-sdk-secretsmanager', require: false
+gem 'azure-blob', require: false
 gem 'bootsnap', require: false
 gem 'cancancan'
+gem 'csv', require: false
+gem 'csv-safe', require: false
 gem 'devise'
 gem 'devise-two-factor'
 gem 'dotenv', require: false
@@ -17,35 +21,32 @@ gem 'faraday'
 gem 'faraday-follow_redirects'
 gem 'google-cloud-storage', require: false
 gem 'hexapdf'
-gem 'image_processing'
+gem 'jwt', require: false
-gem 'jwt'
 gem 'lograge'
-gem 'mysql2', require: false
+gem 'numo-narray-alt', require: false
-gem 'oj'
+gem 'onnxruntime', require: false
 gem 'pagy'
-gem 'pdf-reader'
 gem 'pg', require: false
-gem 'premailer-rails'
 gem 'pretender'
-gem 'puma'
+gem 'puma', require: false
 gem 'rack'
 gem 'rails'
-gem 'rails_autolink'
 gem 'rails-i18n'
 gem 'rotp'
-gem 'rqrcode'
+gem 'rouge', require: false
+gem 'rqrcode', require: false
 gem 'ruby-vips'
-gem 'rubyXL'
+gem 'rubyXL', require: false
 gem 'shakapacker'
-gem 'sidekiq', require: ENV.key?('REDIS_URL')
+gem 'sidekiq'
 gem 'sqlite3', require: false
 gem 'strip_attributes'
+gem 'trilogy', require: false
 gem 'turbo-rails'
 gem 'twitter_cldr', require: false
 gem 'tzinfo-data'
 
 group :development, :test do
-  gem 'annotate'
   gem 'better_html'
   gem 'bullet'
   gem 'debug'
@@ -62,6 +63,9 @@ group :development, :test do
 end
 
 group :development do
+  gem 'annotaterb'
+  gem 'brakeman', require: false
+  gem 'foreman', require: false
   gem 'letter_opener_web'
   gem 'web-console'
 end

LICENSE_ADDITIONAL_TERMS

@@ -0,0 +1,5 @@
+Additional Terms
+
+In accordance with Section 7(b) of the GNU Affero General Public License,
+a covered work must retain the original DocuSeal attribution in interactive
+user interfaces.

README.md

@@ -1,7 +1,7 @@
 <h1 align="center" style="border-bottom: none">
   <div>
-    <a href="https://www.docuseal.co">
+    <a href="https://www.docuseal.com">
-      <img  alt="DocuSeal" src="https://github.com/docusealco/docuseal/assets/5418788/c12cd051-81cd-4402-bc3a-92f2cfdc1b06" width="80" />
+      <img  alt="DocuSeal" src="https://github.com/user-attachments/assets/38b45682-ffa4-4919-abde-d2d422325c44" width="80" />
       <br>
     </a>
     DocuSeal
@@ -25,12 +25,12 @@
 DocuSeal is an open source platform that provides secure and efficient digital document signing and processing. Create PDF forms to have them filled and signed online on any device with an easy-to-use, mobile-optimized web tool.
 </p>
 <h2 align="center">
-  <a href="https://demo.docuseal.co">✨ Live Demo</a>
+  <a href="https://demo.docuseal.tech">✨ Live Demo</a>
   <span>|</span>
-  <a href="https://docuseal.co/sign_up">☁️ Try in Cloud</a>
+  <a href="https://docuseal.com/sign_up">☁️ Try in Cloud</a>
 </h2>
 
-[![Demo](https://github.com/docusealco/docuseal/assets/5418788/d8703ea3-361a-423f-8bfe-eff1bd9dbe14)](https://demo.docuseal.co)
+[![Demo](https://github.com/docusealco/docuseal/assets/5418788/d8703ea3-361a-423f-8bfe-eff1bd9dbe14)](https://demo.docuseal.tech)
 
 ## Features
 - PDF form fields builder (WYSIWYG)
@@ -42,7 +42,7 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - PDF signature verification
 - Users management
 - Mobile-optimized
-- Signing available in 12 Languages
+- 7 UI languages with signing available in 14 languages
 - API and Webhooks for integrations
 - Easy to deploy in minutes
 
@@ -50,24 +50,23 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - Company logo and white-label
 - User roles
 - Automated reminders
-- Invitation and identify verification via SMS
+- Invitation and identity verification via SMS
+- Conditional fields and formulas
+- Bulk send with CSV, XLSX spreadsheet import
 - SSO / SAML
-- Template creation with HTML API ([Guide](https://www.docuseal.co/guides/create-pdf-document-fillable-form-with-html-api))
+- Template creation with HTML API ([Guide](https://www.docuseal.com/guides/create-pdf-document-fillable-form-with-html-api))
-- Template creation with PDF or DOCX and field tags API ([Guide](https://www.docuseal.co/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form))
+- Template creation with PDF or DOCX and field tags API ([Guide](https://www.docuseal.com/guides/use-embedded-text-field-tags-in-the-pdf-to-create-a-fillable-form))
-- Embedded signing form ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue) or [JavaScript](https://www.docuseal.co/docs/embedded))
+- Embedded signing form ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue), [Angular](https://github.com/docusealco/docuseal-angular) or [JavaScript](https://www.docuseal.com/docs/embedded))
-- Embedded document form builder ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue) or [JavaScript](https://www.docuseal.co/docs/embedded))
+- Embedded document form builder ([React](https://github.com/docusealco/docuseal-react), [Vue](https://github.com/docusealco/docuseal-vue), [Angular](https://github.com/docusealco/docuseal-angular) or [JavaScript](https://www.docuseal.com/docs/embedded))
-- [Learn more](https://www.docuseal.co/pricing)
+- [Learn more](https://www.docuseal.com/pricing)
 
 ## Deploy
 
 |Heroku|Railway|
 |:--:|:---:|
-| [<img alt="Deploy on Heroku" src="https://www.herokucdn.com/deploy/button.svg" height="40">](https://heroku.com/deploy?template=https://github.com/docusealco/docuseal-heroku) | [<img alt="Deploy on Railway" src="https://railway.app/button.svg" height="40">](https://railway.app/template/IGoDnc?referralCode=ruU7JR)|
+| [<img alt="Deploy on Heroku" src="https://www.herokucdn.com/deploy/button.svg" height="40">](https://heroku.com/deploy?template=https://github.com/docusealco/docuseal-heroku) | [<img alt="Deploy on Railway" src="https://railway.app/button.svg" height="40">](https://railway.com/deploy/IGoDnc?referralCode=ruU7JR)|
 |**DigitalOcean**|**Render**|
 | [<img alt="Deploy on DigitalOcean" src="https://www.deploytodo.com/do-btn-blue.svg" height="40">](https://cloud.digitalocean.com/apps/new?repo=https://github.com/docusealco/docuseal-digitalocean/tree/master&refcode=421d50f53990) | [<img alt="Deploy to Render" src="https://render.com/images/deploy-to-render-button.svg" height="40">](https://render.com/deploy?repo=https://github.com/docusealco/docuseal-render)
-|**Koyeb**|**Elestio**|
-| [<img alt="Deploy on Koyeb" src="https://www.koyeb.com/static/images/deploy/button.svg" height="40">](https://app.koyeb.com/deploy?name=docuseal&type=docker&image=docker.io/docuseal/docuseal&env[PORT]=8000&env[DATABASE_URL]=CHANGE_ME&env[SECRET_KEY_BASE]=CHANGE_ME&ports=8000;http;/) | [<img alt="Deploy on Elestio" src="https://pub-da36157c854648669813f3f76c526c2b.r2.dev/deploy-on-elestio-black.png">](https://dash.elest.io/deploy?soft=DocuSeal&id=339) |
-
 
 #### Docker
 
@@ -75,7 +74,7 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 docker run --name docuseal -p 3000:3000 -v.:/data docuseal/docuseal
 ```
 
-By default DocuSeal docker container uses an SQLite database to store data and configurations. Alternatively, it is possible use PostgreSQL or MySQL databases by specifying the `DATABASE_URL` env variable.
+By default DocuSeal docker container uses an SQLite database to store data and configurations. Alternatively, it is possible to use PostgreSQL or MySQL databases by specifying the `DATABASE_URL` env variable.
 
 #### Docker Compose
 
@@ -94,9 +93,15 @@ sudo HOST=your-domain-name.com docker compose up
 
 At DocuSeal we have expertise and technologies to make documents creation, filling, signing and processing seamlessly integrated with your product. We specialize in working with various industries, including **Banking, Healthcare, Transport, Real Estate, eCommerce, KYC, CRM, and other software products** that require bulk document signing. By leveraging DocuSeal, we can assist in reducing the overall cost of developing and processing electronic documents while ensuring security and compliance with local electronic document laws.
 
-[Book a Meeting](https://www.docuseal.co/contact)
+[Book a Meeting](https://www.docuseal.com/contact)
 
 ## License
 
-Distributed under the AGPLv3 License. See [LICENSE](https://github.com/docusealco/docuseal/blob/master/LICENSE) for more information.
+Distributed under the AGPLv3 License with Section 7(b) Additional Terms. See [LICENSE](https://github.com/docusealco/docuseal/blob/master/LICENSE) and [LICENSE_ADDITIONAL_TERMS](https://github.com/docusealco/docuseal/blob/master/LICENSE_ADDITIONAL_TERMS) for more information.
-Unless otherwise noted, all files © 2023 DocuSeal LLC.
+Unless otherwise noted, all files © 2023-2026 DocuSeal LLC.
+
+## Tools
+
+- [Signature Maker](https://www.docuseal.com/online-signature)
+- [Sign Document Online](https://www.docuseal.com/sign-documents-online)
+- [Fill PDF Online](https://www.docuseal.com/fill-pdf)

SECURITY.md

@@ -1,5 +1,14 @@
 # Reporting a Vulnerability
 
-If you come across any security concern or vulnarability, please report the information via email to security@docuseal.co instead of opening a GitHub issue. We will promptly respond and will collaborate with you to validate the issue, and resolve it ASAP.
+If you come across any security concern or vulnarability, please report the information via email to security@docuseal.com instead of opening a GitHub issue. We will promptly respond and will collaborate with you to validate the issue, and resolve it ASAP.
 
 **We have a bug bounty program to reward security researchers.**
+
+Out of scope vulnerabilities:
+
+- CSRF
+- DNSSEC, CAA, CSP headers
+- DNS or email security related
+- Rate Limiting
+
+Note: We reserve the right to classify any reported vulnerability as out of scope for the bug bounty program.

app/controllers/account_configs_controller.rb

@@ -1,15 +1,31 @@
 # frozen_string_literal: true
 
 class AccountConfigsController < ApplicationController
-  before_action :load_account_config
+  before_action :load_account_config, only: :create
-  authorize_resource :account_config
+  authorize_resource :account_config, only: :create
+
+  load_and_authorize_resource :account_config, only: :destroy
 
   ALLOWED_KEYS = [
     AccountConfig::ALLOW_TYPED_SIGNATURE,
     AccountConfig::FORCE_MFA,
     AccountConfig::ALLOW_TO_RESUBMIT,
+    AccountConfig::ALLOW_TO_DECLINE_KEY,
+    AccountConfig::ALLOW_TO_DELEGATE_KEY,
+    AccountConfig::FORM_PREFILL_SIGNATURE_KEY,
     AccountConfig::ESIGNING_PREFERENCE_KEY,
-    AccountConfig::FORM_WITH_CONFETTI_KEY
+    AccountConfig::FORM_WITH_CONFETTI_KEY,
+    AccountConfig::DOWNLOAD_LINKS_AUTH_KEY,
+    AccountConfig::DOWNLOAD_LINKS_EXPIRE_KEY,
+    AccountConfig::FORCE_SSO_AUTH_KEY,
+    AccountConfig::FLATTEN_RESULT_PDF_KEY,
+    AccountConfig::ENFORCE_SIGNING_ORDER_KEY,
+    AccountConfig::WITH_FILE_LINKS_KEY,
+    AccountConfig::WITH_SIGNATURE_ID,
+    AccountConfig::COMBINE_PDF_RESULT_KEY,
+    AccountConfig::REQUIRE_SIGNING_REASON_KEY,
+    AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY,
+    AccountConfig::ENABLE_MCP_KEY
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -20,17 +36,29 @@ class AccountConfigsController < ApplicationController
     head :ok
   end
 
+  def destroy
+    raise InvalidKey unless allowed_keys.include?(@account_config.key)
+
+    @account_config.destroy!
+
+    redirect_back(fallback_location: root_path)
+  end
+
   private
 
+  def allowed_keys
+    ALLOWED_KEYS
+  end
+
   def load_account_config
-    raise InvalidKey unless ALLOWED_KEYS.include?(account_config_params[:key])
+    raise InvalidKey unless allowed_keys.include?(account_config_params[:key])
 
     @account_config =
       AccountConfig.find_or_initialize_by(account: current_account, key: account_config_params[:key])
   end
 
   def account_config_params
-    params.required(:account_config).permit!.tap do |attrs|
+    params.required(:account_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
       attrs[:value] = attrs[:value] == '1' if attrs[:value].in?(%w[1 0])
     end
   end

app/controllers/account_custom_fields_controller.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+class AccountCustomFieldsController < ApplicationController
+  before_action :load_account_config, only: :create
+
+  def create
+    authorize!(:create, Template)
+
+    @account_config.update!(account_config_params)
+
+    render json: @account_config.value
+  end
+
+  private
+
+  def load_account_config
+    @account_config =
+      AccountConfig.find_or_initialize_by(account: current_account, key: AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY)
+  end
+
+  def account_config_params
+    params.permit(
+      value: [[:uuid, :name, :type,
+               :required, :readonly, :default_value,
+               :title, :description,
+               { preferences: {},
+                 default_value: [],
+                 options: [%i[value uuid]],
+                 validation: %i[message pattern min max step],
+                 areas: [%i[x y w h cell_w option_uuid]] }]]
+    )
+  end
+end

app/controllers/accounts_controller.rb

@@ -4,10 +4,12 @@ class AccountsController < ApplicationController
   LOCALE_OPTIONS = {
     'en-US' => 'English (United States)',
     'en-GB' => 'English (United Kingdom)',
-    'fr-FR' => 'French (France)',
+    'fr-FR' => 'Français',
-    'es-ES' => 'Spanish (Spain)',
+    'es-ES' => 'Español',
-    'pt-PT' => 'Portuguese (Portugal)',
+    'pt-PT' => 'Português',
-    'de-DE' => 'German (Germany)'
+    'de-DE' => 'Deutsch',
+    'it-IT' => 'Italiano',
+    'nl-NL' => 'Nederlands'
   }.freeze
 
   before_action :load_account
@@ -18,35 +20,44 @@ class AccountsController < ApplicationController
   def update
     current_account.update!(account_params)
 
-    @encrypted_config = EncryptedConfig.find_or_initialize_by(account: current_account,
+    unless Docuseal.multitenant?
-                                                              key: EncryptedConfig::APP_URL_KEY)
+      @encrypted_config = EncryptedConfig.find_or_initialize_by(account: current_account,
-    @encrypted_config.assign_attributes(app_url_params)
+                                                                key: EncryptedConfig::APP_URL_KEY)
+      @encrypted_config.assign_attributes(app_url_params)
 
-    unless URI.parse(@encrypted_config.value.to_s).class.in?([URI::HTTP, URI::HTTPS])
+      unless URI.parse(@encrypted_config.value.to_s).class.in?([URI::HTTP, URI::HTTPS])
-      @encrypted_config.errors.add(:value, 'should be a valid URL')
+        @encrypted_config.errors.add(:value, I18n.t('should_be_a_valid_url'))
 
-      return render :show, status: :unprocessable_entity
+        return render :show, status: :unprocessable_content
+      end
+
+      @encrypted_config.save!
+
+      Docuseal.refresh_default_url_options!
     end
 
-    @encrypted_config.save!
+    with_locale do
-
+      redirect_to settings_account_path, notice: I18n.t('account_information_has_been_updated')
-    Docuseal.refresh_default_url_options!
+    end
-
-    redirect_to settings_account_path, notice: 'Account information has been updated'
   rescue ActiveRecord::RecordInvalid
-    render :show, status: :unprocessable_entity
+    render :show, status: :unprocessable_content
   end
 
   def destroy
     authorize!(:manage, current_account)
 
-    true_user.update!(locked_at: Time.current)
+    true_user.skip_reconfirmation!
+    true_user.update!(locked_at: Time.current, email: true_user.email.sub('@', '+removed@'))
+    true_user.account.update!(archived_at: Time.current)
 
+    # rubocop:disable Layout/LineLength
     render turbo_stream: turbo_stream.replace(
       :account_delete_button,
-      html: helpers.tag.p('Your account removal request will be processed within 2 weeks. ' \
+      html: helpers.tag.p(I18n.t('your_account_will_be_permanently_deleted_within_2_months_please_contact_us_if_you_want_to_keep_your_account')) +
-                          'Please contact us if you want to keep your account.')
+            helpers.tag.br +
+            helpers.tag.p(I18n.t('your_email_address_has_been_released_immediately_you_can_now_be_added_to_your_company_team_without_waiting_for_the_deletion_period_to_end'))
     )
+    # rubocop:enable Layout/LineLength
   end
 
   private

app/controllers/api/active_storage_blobs_proxy_controller.rb

@@ -8,11 +8,14 @@ module Api
     skip_authorization_check
 
     before_action :set_cors_headers
+    before_action :set_noindex_headers
+    before_action :set_security_headers
 
+    # rubocop:disable Metrics
     def show
       blob_uuid, purp, exp = ApplicationRecord.signed_id_verifier.verified(params[:signed_uuid])
 
-      if blob_uuid.blank? || (purp.present? && purp != 'blob') || (exp && exp < Time.current.to_i)
+      if blob_uuid.blank? || purp != 'blob'
         Rollbar.error('Blob not found') if defined?(Rollbar)
 
         return head :not_found
@@ -20,16 +23,56 @@ module Api
 
       blob = ActiveStorage::Blob.find_by!(uuid: blob_uuid)
 
+      if Submitters::DANGEROUS_EXTENSIONS.include?(blob.filename.extension.to_s.downcase)
+        Rollbar.error('Dangerous extension') if defined?(Rollbar)
+
+        return head :unprocessable_content
+      end
+
+      attachment = blob.attachments.take
+
+      @record = attachment.record
+      @record = @record.record if @record.is_a?(ActiveStorage::Attachment)
+
+      authorization_check!(attachment, @record, exp)
+
       if request.headers['Range'].present?
         send_blob_byte_range_data blob, request.headers['Range']
       else
         http_cache_forever public: true do
           response.headers['Accept-Ranges'] = 'bytes'
-          response.headers['Content-Length'] = blob.byte_size.to_s
 
-          send_blob_stream blob, disposition: params[:disposition]
+          if request.head?
+            response.headers['Content-Type'] = blob.content_type_for_serving
+            head :ok
+          else
+            send_blob_stream blob, disposition: params[:disposition]
+          end
+
+          response.headers['Content-Length'] = blob.byte_size.to_s
         end
       end
     end
+    # rubocop:enable Metrics
+
+    private
+
+    def authorization_check!(attachment, record, exp)
+      return if attachment.name == 'logo'
+      return if exp.to_i >= Time.current.to_i
+      return if current_user && current_ability.can?(:read, record)
+
+      if exp.blank?
+        configs = record.account.account_configs.where(key: [AccountConfig::DOWNLOAD_LINKS_AUTH_KEY,
+                                                             AccountConfig::DOWNLOAD_LINKS_EXPIRE_KEY])
+
+        require_auth = configs.any? { |c| c.key == AccountConfig::DOWNLOAD_LINKS_AUTH_KEY && c.value }
+        require_ttl = configs.none? { |c| c.key == AccountConfig::DOWNLOAD_LINKS_EXPIRE_KEY && c.value == false }
+
+        return if !require_ttl && !require_auth
+      end
+
+      raise CanCan::AccessDenied
+    end
   end
 end

app/controllers/api/active_storage_blobs_proxy_legacy_controller.rb

@@ -7,6 +7,10 @@ module Api
     skip_before_action :authenticate_user!
     skip_authorization_check
 
+    before_action :set_cors_headers
+    before_action :set_noindex_headers
+    before_action :set_security_headers
+
     # rubocop:disable Metrics
     def show
       Rollbar.info('Blob legacy') if defined?(Rollbar)
@@ -15,6 +19,12 @@ module Api
 
       return head :not_found unless blob
 
+      if Submitters::DANGEROUS_EXTENSIONS.include?(blob.filename.extension.to_s.downcase)
+        Rollbar.error('Dangerous extension') if defined?(Rollbar)
+
+        return head :unprocessable_content
+      end
+
       is_permitted = blob.attachments.any? do |a|
         (current_user && a.record.account.id == current_user.account_id) ||
           a.record.account.account_configs.any? { |e| e.key == 'legacy_blob_proxy' } ||

app/controllers/api/api_base_controller.rb

@@ -3,7 +3,7 @@
 module Api
   class ApiBaseController < ActionController::API
     include ActiveStorage::SetCurrent
-    include Pagy::Backend
+    include Pagy::Method
 
     DEFAULT_LIMIT = 10
     MAX_LIMIT = 100
@@ -16,50 +16,96 @@ module Api
     check_authorization
 
     rescue_from Params::BaseValidator::InvalidParameterError do |e|
-      render json: { error: e.message }, status: :unprocessable_entity
+      render json: { error: e.message }, status: :unprocessable_content
     end
 
-    if Rails.env.production?
+    rescue_from RateLimit::LimitApproached do |e|
-      rescue_from CanCan::AccessDenied do |e|
+      Rollbar.error(e) if defined?(Rollbar)
-        Rollbar.warning(e) if defined?(Rollbar)
 
-        render json: { error: e.message }, status: :forbidden
+      render json: { error: 'Too many requests' }, status: :too_many_requests
+    end
+
+    unless Rails.env.development?
+      rescue_from CanCan::AccessDenied do |e|
+        render json: { error: access_denied_error_message(e) }, status: :forbidden
       end
 
       rescue_from JSON::ParserError do |e|
         Rollbar.warning(e) if defined?(Rollbar)
 
-        render json: { error: "JSON parse error: #{e.message}" }, status: :unprocessable_entity
+        render json: { error: "JSON parse error: #{e.message}" }, status: :unprocessable_content
       end
     end
 
     private
 
-    def paginate(relation)
+    def access_denied_error_message(error)
-      result = relation.order(id: :desc)
+      return 'Not authorized' if request.headers['X-Auth-Token'].blank?
+      return 'Not authorized' unless error.subject.is_a?(ActiveRecord::Base)
+      return 'Not authorized' unless error.subject.respond_to?(:account_id)
+
+      linked_account_record_exists =
+        if current_user.account.testing?
+          current_user.account.linked_account_accounts.where(account_type: 'testing')
+                      .exists?(account_id: error.subject.account_id)
+        else
+          current_user.account.testing_accounts.exists?(id: error.subject.account_id)
+        end
+
+      return 'Not authorized' unless linked_account_record_exists
+
+      object_name = error.subject.model_name.human
+      id = error.subject.id
+
+      if current_user.account.testing?
+        "#{object_name} #{id} not found using testing API key; Use production API key to " \
+          "access production #{object_name.downcase.pluralize}."
+      else
+        "#{object_name} #{id} not found using production API key; Use testing API key to " \
+          "access testing #{object_name.downcase.pluralize}."
+      end
+    end
+
+    def paginate(relation, field: :id)
+      result = relation.order(field => :desc)
                        .limit([params.fetch(:limit, DEFAULT_LIMIT).to_i, MAX_LIMIT].min)
 
-      result = result.where(id: ...params[:after].to_i) if params[:after].present?
+      if field == :id
-      result = result.where(id: (params[:before].to_i + 1)...) if params[:before].present?
+        result = result.where(id: ...params[:after].to_i) if params[:after].present?
+        result = result.where(id: (params[:before].to_i + 1)...) if params[:before].present?
+      else
+        result = result.where(field => ...params[:after]) if params[:after].present?
+        result = result.where(field => (params[:before] + 1)...) if params[:before].present?
+      end
 
       result
     end
 
     def authenticate_user!
-      @current_user ||=
-        if request.headers['X-Auth-Token'].present?
-          sha256 = Digest::SHA256.hexdigest(request.headers['X-Auth-Token'])
-
-          User.joins(:access_token).active.find_by(access_token: { sha256: })
-        end
-
       render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user
     end
 
+    def current_user
+      super || @current_user ||=
+                 if request.headers['X-Auth-Token'].present?
+                   sha256 = Digest::SHA256.hexdigest(request.headers['X-Auth-Token'])
+
+                   User.joins(:access_token).active.find_by(access_token: { sha256: })
+                 end
+    end
+
     def current_account
       current_user&.account
     end
 
+    def set_noindex_headers
+      headers['X-Robots-Tag'] = 'noindex'
+    end
+
+    def set_security_headers
+      response.headers['X-Content-Type-Options'] = 'nosniff'
+    end
+
     def set_cors_headers
       headers['Access-Control-Allow-Origin'] = '*'
       headers['Access-Control-Allow-Methods'] = 'POST, GET, PUT, PATCH, DELETE, OPTIONS'

app/controllers/api/attachments_controller.rb

@@ -1,16 +1,74 @@
 # frozen_string_literal: true
 
 module Api
-  class AttachmentsController < ApiBaseController
+  class AttachmentsController < ActionController::API
-    skip_before_action :authenticate_user!
+    include ActionController::Cookies
-    skip_authorization_check
+    include ActiveStorage::SetCurrent
+
+    COOKIE_STORE_LIMIT = 10
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      attachment = Submitters.create_attachment!(submitter, params)
+      unless can_upload?(@submitter)
+        return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
+      end
 
-      render json: attachment.as_json(only: %i[uuid], methods: %i[url filename content_type])
+      file = params[:file]
+
+      if params[:type].in?(%w[initials signature])
+        image = ImageUtils.load_vips(file.read, content_type: file.content_type)
+
+        if ImageUtils.blank?(image)
+          Rollbar.error("Empty signature: #{@submitter.id}") if defined?(Rollbar)
+
+          return render json: { error: "#{params[:type]} is empty" }, status: :unprocessable_content
+        end
+
+        if ImageUtils.error?(image)
+          Rollbar.error("Error signature: #{@submitter.id}") if defined?(Rollbar)
+
+          return render json: { error: "#{params[:type]} error, try to sign on another device" },
+                        status: :unprocessable_content
+        end
+
+        metadata = { analyzed: true, identified: true, width: image.width, height: image.height }
+      end
+
+      attachment = Submitters.create_attachment!(@submitter, file, metadata:)
+
+      if params[:remember_signature] == 'true' && @submitter.email.present?
+        cookies.encrypted[:signature_uuids] = build_new_cookie_signatures_json(@submitter, attachment)
+      end
+
+      render json: attachment.as_json(only: %i[uuid created_at], methods: %i[url filename content_type])
+    rescue Submitters::MaliciousFileExtension => e
+      Rollbar.error(e) if defined?(Rollbar)
+
+      render json: { error: e.message }, status: :unprocessable_content
+    end
+
+    def can_upload?(submitter)
+      !submitter.declined_at? &&
+        !submitter.completed_at? &&
+        !submitter.submission.archived_at? &&
+        !submitter.submission.expired? &&
+        !submitter.submission.template&.archived_at?
+    end
+
+    def build_new_cookie_signatures_json(submitter, attachment)
+      values =
+        begin
+          JSON.parse(cookies.encrypted[:signature_uuids].presence || '{}')
+        rescue JSON::ParserError
+          {}
+        end
+
+      values[submitter.email] = attachment.uuid
+
+      values = values.to_a.last(COOKIE_STORE_LIMIT).to_h if values.size > COOKIE_STORE_LIMIT
+
+      values.to_json
     end
   end
 end

app/controllers/api/form_events_controller.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+module Api
+  class FormEventsController < ApiBaseController
+    load_and_authorize_resource :submitter, parent: false
+
+    def index
+      submitters = @submitters.where.not(completed_at: nil)
+
+      params[:after] = Time.zone.at(params[:after].to_i) if params[:after].present?
+      params[:before] = Time.zone.at(params[:before].to_i) if params[:before].present?
+
+      submitters = paginate(
+        submitters.preload(template: { folder: :parent_folder },
+                           submission: [:submitters, { audit_trail_attachment: :blob,
+                                                       combined_document_attachment: :blob }],
+                           documents_attachments: :blob, attachments_attachments: :blob),
+        field: :completed_at
+      )
+
+      expires_at = Accounts.link_expires_at(current_account)
+
+      render json: {
+        data: submitters.map do |s|
+                {
+                  event_type: 'form.completed',
+                  timestamp: s.completed_at,
+                  data: Submitters::SerializeForWebhook.call(s, expires_at:)
+                }
+              end,
+        pagination: {
+          count: submitters.size,
+          next: submitters.last&.completed_at&.to_i,
+          prev: submitters.first&.completed_at&.to_i
+        }
+      }
+    end
+  end
+end

app/controllers/api/submission_documents_controller.rb

@@ -0,0 +1,75 @@
+# frozen_string_literal: true
+
+module Api
+  class SubmissionDocumentsController < ApiBaseController
+    load_and_authorize_resource :submission
+
+    def index
+      is_merge = params[:merge] == 'true' &&
+                 (@submission.schema_documents || @submission.template.schema_documents).size > 1
+
+      documents =
+        if @submission.submitters.all?(&:completed_at?)
+          build_completed_documents(@submission, merge: is_merge)
+        else
+          build_preview_documents(@submission, merge: is_merge)
+        end
+
+      ActiveRecord::Associations::Preloader.new(records: documents, associations: [:blob]).call
+
+      expires_at = Accounts.link_expires_at(current_account)
+
+      render json: {
+        id: @submission.id,
+        documents: documents.map do |attachment|
+          { name: attachment.filename.base, url: ActiveStorage::Blob.proxy_url(attachment.blob, expires_at:) }
+        end
+      }
+    end
+
+    private
+
+    def build_completed_documents(submission, merge: false)
+      last_submitter = submission.submitters.max_by(&:completed_at)
+
+      if merge
+        if submission.merged_document_attachment.blank?
+          submission.merged_document_attachment =
+            Submissions::GenerateCombinedAttachment.call(last_submitter, with_audit: false)
+        end
+
+        [submission.merged_document_attachment]
+      else
+        if last_submitter.documents_attachments.blank?
+          last_submitter.documents_attachments = Submissions::EnsureResultGenerated.call(last_submitter)
+        end
+
+        last_submitter.documents_attachments
+      end
+    end
+
+    def build_preview_documents(submission, merge: false)
+      values_hash = Submissions::GeneratePreviewAttachments.build_values_hash(submission)
+
+      if merge
+        if submission.preview_merged_document_attachment.present? &&
+           submission.preview_merged_document_attachment.metadata['values_hash'] == values_hash
+          [submission.preview_merged_document_attachment]
+        else
+          ApplicationRecord.no_touching { submission.preview_merged_document_attachment&.destroy }
+
+          Submissions::GeneratePreviewAttachments.call(submission, values_hash:, merge: true)
+        end
+      elsif submission.preview_documents.present? &&
+            submission.preview_documents.all? { |s| s.metadata['values_hash'] == values_hash }
+        submission.preview_documents
+      else
+        ApplicationRecord.no_touching do
+          submission.preview_documents.each(&:destroy)
+        end
+
+        Submissions::GeneratePreviewAttachments.call(submission, values_hash:)
+      end
+    end
+  end
+end

app/controllers/api/submission_events_controller.rb

@@ -0,0 +1,55 @@
+# frozen_string_literal: true
+
+module Api
+  class SubmissionEventsController < ApiBaseController
+    load_and_authorize_resource :submission, parent: false
+
+    def index
+      submissions = build_completed_query(@submissions)
+
+      params[:after] = Time.zone.at(params[:after].to_i) if params[:after].present?
+      params[:before] = Time.zone.at(params[:before].to_i) if params[:before].present?
+
+      submissions = paginate(submissions.preload(
+                               :created_by_user, :submission_events,
+                               template: :folder,
+                               submitters: { documents_attachments: :blob, attachments_attachments: :blob },
+                               audit_trail_attachment: :blob,
+                               combined_document_attachment: :blob
+                             ),
+                             field: :completed_at)
+
+      expires_at = Accounts.link_expires_at(current_account)
+
+      render json: {
+        data: submissions.map do |s|
+                {
+                  event_type: 'submission.completed',
+                  timestamp: s.completed_at,
+                  data: Submissions::SerializeForApi.call(s, s.submitters, expires_at:)
+                }
+              end,
+        pagination: {
+          count: submissions.size,
+          next: submissions.last&.completed_at&.to_i,
+          prev: submissions.first&.completed_at&.to_i
+        }
+      }
+    end
+
+    private
+
+    def build_completed_query(submissions)
+      submissions = submissions.where(
+        Submitter.where(completed_at: nil).where(
+          Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
+        ).select(1).arel.exists.not
+      )
+
+      submissions.joins(:submitters)
+                 .group(:id)
+                 .select(Submission.arel_table[Arel.star],
+                         Submitter.arel_table[:completed_at].maximum.as('completed_at'))
+    end
+  end
+end

app/controllers/api/submissions_controller.rb

@@ -10,18 +10,21 @@ module Api
     end
 
     def index
-      submissions = Submissions.search(@submissions, params[:q])
+      submissions = Submissions.search(current_user, @submissions, params[:q])
-      submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
+      submissions = filter_submissions(submissions, params)
 
-      if params[:template_folder].present?
+      submissions = paginate(submissions.preload(:created_by_user, :submitters,
-        submissions = submissions.joins(template: :folder).where(folder: { name: params[:template_folder] })
+                                                 template: { folder: :parent_folder },
-      end
+                                                 combined_document_attachment: :blob,
-
-      submissions = paginate(submissions.preload(:created_by_user, :template, :submitters,
                                                  audit_trail_attachment: :blob))
 
+      expires_at = Accounts.link_expires_at(current_account)
+
       render json: {
-        data: submissions.as_json(serialize_params),
+        data: submissions.map do |s|
+          Submissions::SerializeForApi.call(s, s.submitters, params,
+                                            with_events: false, with_documents: false, with_values: false, expires_at:)
+        end,
         pagination: {
           count: submissions.size,
           next: submissions.last&.id,
@@ -40,43 +43,27 @@ module Api
       end
 
       if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
-        @submission.audit_trail_attachment = Submissions::GenerateAuditTrail.call(@submission)
+        @submission.audit_trail_attachment = Submissions::EnsureAuditGenerated.call(@submission)
       end
 
-      serialized_submitters = submitters.map { |submitter| Submitters::SerializeForApi.call(submitter) }
+      render json: Submissions::SerializeForApi.call(@submission, submitters, params)
-
-      json = @submission.as_json(
-        serialize_params.deep_merge(
-          include: { submission_events: { only: %i[id submitter_id event_type event_timestamp] } }
-        )
-      )
-
-      if submitters.all?(&:completed_at?)
-        last_submitter = submitters.max_by(&:completed_at)
-
-        json[:documents] = serialized_submitters.find { |e| e['id'] == last_submitter.id }['documents']
-        json[:status] = 'completed'
-        json[:completed_at] = last_submitter.completed_at
-      else
-        json[:documents] = []
-        json[:status] = 'pending'
-        json[:completed_at] = nil
-      end
-
-      json[:submitters] = serialized_submitters
-
-      render json:
     end
 
     def create
-      Params::SubmissionCreateValidator.call(params, dry_run: !Docuseal.multitenant?)
+      Params::SubmissionCreateValidator.call(params)
 
-      return render json: { error: 'Template not found' }, status: :unprocessable_entity if @template.nil?
+      return render json: { error: 'Template not found' }, status: :unprocessable_content if @template.nil?
+
+      if @template.archived_at?
+        Rollbar.warning("Archived template submission: #{@template.id}") if defined?(Rollbar)
+
+        return render json: { error: 'Template has been archived' }, status: :unprocessable_content
+      end
 
       if @template.fields.blank?
         Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
 
-        return render json: { error: 'Template does not contain fields' }, status: :unprocessable_entity
+        return render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
       end
 
       params[:send_email] = true unless params.key?(:send_email)
@@ -84,34 +71,89 @@ module Api
 
       submissions = create_submissions(@template, params)
 
+      WebhookUrls.enqueue_events(submissions, 'submission.created')
+
       Submissions.send_signature_requests(submissions)
 
       submissions.each do |submission|
-        if submission.submitters.all?(&:completed_at?) && submission.submitters.last
+        submission.submitters.each do |submitter|
-          ProcessSubmitterCompletionJob.perform_later(submission.submitters.last)
+          next unless submitter.completed_at?
+
+          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id, 'send_invitation_email' => false)
         end
       end
 
-      render json: submissions.flat_map(&:submitters)
+      SearchEntries.enqueue_reindex(submissions)
-    rescue Submitters::NormalizeValues::BaseError => e
+
+      render json: build_create_json(submissions)
+    rescue Submitters::NormalizeValues::BaseError, Submissions::CreateFromSubmitters::BaseError,
+           DownloadUtils::UnableToDownload => e
       Rollbar.warning(e) if defined?(Rollbar)
 
-      render json: { error: e.message }, status: :unprocessable_entity
+      render json: { error: e.message }, status: :unprocessable_content
     end
 
     def destroy
-      @submission.update!(archived_at: Time.current)
+      if params[:permanently].in?(['true', true])
+        @submission.destroy!
+      else
+        @submission.update!(archived_at: Time.current)
 
-      render json: @submission.as_json(only: %i[id], methods: %i[archived_at])
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
+      end
+
+      render json: @submission.as_json(only: %i[id archived_at])
     end
 
     private
 
+    def filter_submissions(submissions, params)
+      submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
+      submissions = submissions.where(slug: params[:slug]) if params[:slug].present?
+
+      if params[:template_folder].present?
+        folders =
+          TemplateFolders.filter_by_full_name(TemplateFolder.accessible_by(current_ability), params[:template_folder])
+
+        submissions = submissions.joins(:template).where(template: { folder_id: folders.pluck(:id) })
+      end
+
+      if params.key?(:archived)
+        submissions = params[:archived].in?(['true', true]) ? submissions.archived : submissions.active
+      end
+
+      Submissions::Filter.call(submissions, current_user, params)
+    end
+
+    def build_create_json(submissions)
+      json = submissions.flat_map do |submission|
+        submission.submitters.map do |s|
+          Submitters::SerializeForApi.call(s, with_documents: false, with_urls: true, params:)
+        end
+      end
+
+      if request.path.ends_with?('/init')
+        json =
+          if submissions.size == 1
+            {
+              id: submissions.first.id,
+              submitters: json,
+              expire_at: submissions.first.expire_at,
+              created_at: submissions.first.created_at
+            }
+          else
+            { submitters: json }
+          end
+      end
+
+      json
+    end
+
     def create_submissions(template, params)
       is_send_email = !params[:send_email].in?(['false', false])
 
       if (emails = (params[:emails] || params[:email]).presence) &&
-         (params[:submission].blank? && params[:submitters].blank?)
+         params[:submission].blank? && params[:submitters].blank?
         Submissions.create_from_emails(template:,
                                        user: current_user,
                                        source: :api,
@@ -120,13 +162,12 @@ module Api
                                        params:)
       else
         submissions_attrs, attachments =
-          Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_params, template)
+          Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_params, template, purpose: :api)
 
         submissions = Submissions.create_from_submitters(
           template:,
           user: current_user,
           source: :api,
-          mark_as_sent: is_send_email,
           submitters_order: params[:submitters_order] || params[:order] || 'preserved',
           submissions_attrs:,
           params:
@@ -137,38 +178,30 @@ module Api
         Submissions::NormalizeParamUtils.save_default_value_attachments!(attachments, submitters)
 
         submitters.each do |submitter|
-          SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request) if submitter.completed_at?
+          if submitter.completed_at?
+            Submitters::SubmitValues.maybe_invite_via_field(submitter, request)
+            SubmissionEvents.create_with_tracking_data(submitter, 'api_complete_form', request)
+          end
         end
 
         submissions
       end
     end
 
-    def serialize_params
-      {
-        only: %i[id source submitters_order created_at updated_at archived_at],
-        methods: %i[audit_log_url],
-        include: {
-          submitters: { only: %i[id slug uuid name email phone
-                                 completed_at opened_at sent_at
-                                 created_at updated_at external_id metadata],
-                        methods: %i[status application_key] },
-          template: { only: %i[id name created_at updated_at] },
-          created_by_user: { only: %i[id email first_name last_name] }
-        }
-      }
-    end
-
     def submissions_params
       permitted_attrs = [
-        :send_email, :send_sms, :bcc_completed, :completed_redirect_url,
+        :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
+        :require_phone_2fa, :require_email_2fa, :expire_at, :name,
         {
+          variables: {},
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
-                        :completed, :phone, :application_key, :external_id,
+                        :completed, :phone, :application_key, :external_id, :reply_to, :go_to_last,
-                        { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
+                        :require_phone_2fa, :require_email_2fa, :order, :index, :invite_by,
-                          fields: [%i[name default_value title description
+                        { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
-                                      readonly validation_pattern invalid_message]] }]]
+                          fields: [:name, :uuid, :default_value, :value, :title, :description,
+                                   :readonly, :required, :validation_pattern, :invalid_message,
+                                   { default_value: [], value: [], preferences: {}, validation: {} }] }]]
         }
       ]
 
@@ -178,7 +211,7 @@ module Api
         key = params.key?(:submission) ? :submission : :submissions
 
         params.permit(
-          key => [permitted_attrs]
+          { key => [permitted_attrs] }, { key => permitted_attrs }
         ).fetch(key, [])
       end
     end

app/controllers/api/submitter_email_clicks_controller.rb

@@ -6,10 +6,10 @@ module Api
     skip_authorization_check
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      if params[:t] == SubmissionEvents.build_tracking_param(submitter, 'click_email')
+      if params[:t] == SubmissionEvents.build_tracking_param(@submitter, 'click_email')
-        SubmissionEvents.create_with_tracking_data(submitter, 'click_email', request)
+        SubmissionEvents.create_with_tracking_data(@submitter, 'click_email', request)
       end
 
       render json: {}

app/controllers/api/submitter_form_views_controller.rb

@@ -6,14 +6,14 @@ module Api
     skip_authorization_check
 
     def create
-      submitter = Submitter.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
-      submitter.opened_at = Time.current
+      @submitter.opened_at = Time.current
-      submitter.save
+      @submitter.save
 
-      SubmissionEvents.create_with_tracking_data(submitter, 'view_form', request)
+      SubmissionEvents.create_with_tracking_data(@submitter, 'view_form', request)
 
-      SendFormViewedWebhookRequestJob.perform_later(submitter)
+      WebhookUrls.enqueue_events(@submitter, 'form.viewed')
 
       render json: {}
     end

app/controllers/api/submitters_autocomplete_controller.rb

@@ -1,35 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class SubmittersAutocompleteController < ApiBaseController
-    load_and_authorize_resource :submitter, parent: false
-
-    SELECT_COLUMNS = %w[email phone name].freeze
-    LIMIT = 100
-
-    def index
-      submitters = search_submitters(@submitters)
-
-      values = submitters.limit(LIMIT).group(SELECT_COLUMNS.join(', ')).pluck(SELECT_COLUMNS.join(', '))
-
-      attrs = values.map { |row| SELECT_COLUMNS.zip(row).to_h }
-      attrs = attrs.uniq { |e| e[params[:field]] } if params[:field].present?
-
-      render json: attrs
-    end
-
-    private
-
-    def search_submitters(submitters)
-      if SELECT_COLUMNS.include?(params[:field])
-        column = Submitter.arel_table[params[:field].to_sym]
-
-        term = "#{params[:q].downcase}%"
-
-        submitters.where(column.matches(term, false, true))
-      else
-        Submitters.search(submitters, params[:q])
-      end
-    end
-  end
-end

app/controllers/api/submitters_controller.rb

@@ -5,20 +5,21 @@ module Api
     load_and_authorize_resource :submitter
 
     def index
-      submitters = Submitters.search(@submitters, params[:q])
+      submitters = Submitters.search(current_user, @submitters, params[:q])
 
-      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
+      submitters = filter_submitters(submitters, params)
-      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
-      submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
-      submitters = maybe_filder_by_completed_at(submitters, params)
 
       submitters = paginate(
         submitters.preload(:template, :submission, :submission_events,
                            documents_attachments: :blob, attachments_attachments: :blob)
       )
 
+      expires_at = Accounts.link_expires_at(current_account)
+
       render json: {
-        data: submitters.map { |s| Submitters::SerializeForApi.call(s, with_template: true, with_events: true) },
+        data: submitters.map do |s|
+                Submitters::SerializeForApi.call(s, with_template: true, with_events: true, params:, expires_at:)
+              end,
         pagination: {
           count: submitters.size,
           next: submitters.last&.id,
@@ -30,22 +31,30 @@ module Api
     def show
       Submissions::EnsureResultGenerated.call(@submitter) if @submitter.completed_at?
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: true, with_events: true)
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: true, with_events: true, params:)
     end
 
+    # rubocop:disable Metrics/MethodLength
     def update
       if @submitter.completed_at?
-        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_entity
+        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
       end
 
-      role = @submitter.submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
+      if @submitter.declined_at?
+        return render json: { error: 'Submitter has already declined the submission.' }, status: :unprocessable_content
+      end
 
-      normalized_params, new_attachments =
+      submission = @submitter.submission
-        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
+      role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
-                                                                     for_submitter: @submitter)
 
-      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
+      normalized_params, new_attachments = Submissions::NormalizeParamUtils.normalize_submitter_params!(
-                                                                  [normalized_params],
+        submitter_params.merge(role:),
+        @submitter.template || Template.new(submitters: submission.template_submitters, account: @submitter.account),
+        for_submitter: @submitter,
+        purpose: :api
+      )
+
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(submission, [normalized_params],
                                                                   default_submitter_uuid: @submitter.uuid)
 
       assign_submitter_attrs(@submitter, normalized_params)
@@ -57,26 +66,39 @@ module Api
 
         @submitter.submission.save!
 
-        SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request) if @submitter.completed_at?
+        if @submitter.completed_at?
+          Submitters::SubmitValues.maybe_invite_via_field(@submitter, request)
+          SubmissionEvents.create_with_tracking_data(@submitter, 'api_complete_form', request)
+        end
       end
 
       if @submitter.completed_at?
-        ProcessSubmitterCompletionJob.perform_later(@submitter)
+        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id)
       elsif normalized_params[:send_email] || normalized_params[:send_sms]
         Submitters.send_signature_requests([@submitter])
       end
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_events: false)
+      SearchEntries.enqueue_reindex(@submitter)
+
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_urls: true,
+                                                                with_events: false, params:)
+    rescue Submitters::NormalizeValues::BaseError, DownloadUtils::UnableToDownload => e
+      Rollbar.warning(e) if defined?(Rollbar)
+
+      render json: { error: e.message }, status: :unprocessable_content
     end
+    # rubocop:enable Metrics/MethodLength
 
     def submitter_params
       submitter_params = params.key?(:submitter) ? params.require(:submitter) : params
 
       submitter_params.permit(
-        :send_email, :send_sms, :uuid, :name, :email, :role,
+        :send_email, :send_sms, :reply_to, :completed_redirect_url, :uuid, :name, :email, :role,
-        :completed, :phone, :application_key, :external_id,
+        :completed, :phone, :application_key, :external_id, :go_to_last, :require_phone_2fa, :require_email_2fa,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [%i[name default_value readonly validation_pattern invalid_message]] }
+          fields: [[:name, :uuid, :default_value, :value, :required,
+                    :readonly, :validation_pattern, :invalid_message,
+                    { default_value: [], value: [], preferences: {} }]] }
       )
     end
 
@@ -95,20 +117,76 @@ module Api
     end
 
     def assign_submitter_attrs(submitter, attrs)
-      submitter.email = Submissions.normalize_email(attrs[:email]) if attrs.key?(:email)
+      values = attrs[:values]&.to_unsafe_h || {}
-      submitter.phone = attrs[:phone].to_s.gsub(/[^0-9+]/, '') if attrs.key?(:phone)
-      submitter.values = submitter.values.merge(attrs[:values].to_unsafe_h) if attrs[:values].present?
-      submitter.completed_at = attrs[:completed] ? Time.current : submitter.completed_at
-      submitter.external_id = attrs[:application_key] if attrs.key?(:application_key)
-      submitter.external_id = attrs[:external_id] if attrs.key?(:external_id)
-      submitter.metadata = attrs[:metadata] if attrs.key?(:metadata)
 
       assign_submission_fields(submitter.submission)
+
+      phone_field_uuid = submitter.submission.template_fields.find do |f|
+        values[f['uuid']].present? && f['type'] == 'phone'
+      end&.dig('uuid')
+
+      submitter.email = Submissions.normalize_email(attrs[:email]) if attrs.key?(:email)
+      submitter.name = attrs[:name] if attrs.key?(:name)
+
+      if attrs.key?(:phone)
+        submitter.phone = attrs[:phone].to_s.gsub(/[^0-9+]/, '')
+      elsif values[phone_field_uuid].present?
+        submitter.phone = values[phone_field_uuid].to_s.gsub(/[^0-9+]/, '')
+      end
+
+      values = values.except(phone_field_uuid)
+
+      submitter.values = submitter.values.merge(values) if values.present?
+      submitter.metadata = attrs[:metadata] if attrs.key?(:metadata)
+
+      maybe_assign_completed_attributes(submitter, attrs)
+
+      assign_external_id(submitter, attrs)
       assign_preferences(submitter, attrs)
 
       submitter
     end
 
+    def maybe_assign_completed_attributes(submitter, attrs)
+      submitter.completed_at = attrs[:completed] ? Time.current : submitter.completed_at
+
+      if attrs[:completed]
+        submitter.values = Submitters::SubmitValues.merge_default_values(submitter)
+        submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
+
+        formula_values = Submitters::SubmitValues.build_formula_values(submitter)
+
+        if formula_values.present?
+          submitter.values = submitter.values.merge(formula_values)
+          submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
+        end
+
+        submitter.values = Submitters::SubmitValues.replace_current_date_placeholders(submitter)
+      end
+
+      submitter
+    end
+
+    def filter_submitters(submitters, params)
+      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
+      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
+      submitters = submitters.where(slug: params[:slug]) if params[:slug].present?
+      submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
+
+      if params[:template_id].present?
+        submitters = submitters.joins(:submission).where(submissions: { template_id: params[:template_id] })
+      end
+
+      maybe_filder_by_completed_at(submitters, params)
+    end
+
+    def assign_external_id(submitter, attrs)
+      submitter.external_id = attrs[:application_key] if attrs.key?(:application_key)
+      submitter.external_id = attrs[:external_id] if attrs.key?(:external_id)
+
+      submitter
+    end
+
     def assign_submission_fields(submission)
       submission.template_fields ||= submission.template.fields
       submission.template_schema ||= submission.template.schema
@@ -124,6 +202,23 @@ module Api
       end
 
       submitter.preferences['send_sms'] = submitter_preferences['send_sms'] if submitter_preferences.key?('send_sms')
+      submitter.preferences['reply_to'] = submitter_preferences['reply_to'] if submitter_preferences.key?('reply_to')
+
+      if submitter_preferences.key?('require_phone_2fa')
+        submitter.preferences['require_phone_2fa'] = submitter_preferences['require_phone_2fa']
+      end
+
+      if submitter_preferences.key?('require_email_2fa')
+        submitter.preferences['require_email_2fa'] = submitter_preferences['require_email_2fa']
+      end
+
+      if submitter_preferences.key?('go_to_last')
+        submitter.preferences['go_to_last'] = submitter_preferences['go_to_last']
+      end
+
+      if submitter_preferences.key?('completed_redirect_url')
+        submitter.preferences['completed_redirect_url'] = submitter_preferences['completed_redirect_url']
+      end
 
       return unless submitter_preferences.key?('email_message_uuid')
 

app/controllers/api/template_folders_autocomplete_controller.rb

@@ -1,16 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class TemplateFoldersAutocompleteController < ApiBaseController
-    load_and_authorize_resource :template_folder, parent: false
-
-    LIMIT = 100
-
-    def index
-      template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
-      template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
-
-      render json: template_folders.as_json(only: %i[name archived_at])
-    end
-  end
-end

app/controllers/api/templates_clone_controller.rb

@@ -5,7 +5,12 @@ module Api
     load_and_authorize_resource :template
 
     def create
-      authorize!(:manage, @template)
+      authorize!(:create, @template)
+
+      ActiveRecord::Associations::Preloader.new(
+        records: [@template],
+        associations: [{ schema_documents: :preview_images_attachments }]
+      ).call
 
       cloned_template = Templates::Clone.call(
         @template,
@@ -16,11 +21,20 @@ module Api
       )
 
       cloned_template.source = :api
+
+      schema_documents = Templates::CloneAttachments.call(template: cloned_template,
+                                                          original_template: @template,
+                                                          documents: params[:documents])
+
+      Templates.maybe_assign_access(cloned_template)
+
       cloned_template.save!
 
-      Templates::CloneAttachments.call(template: cloned_template, original_template: @template)
+      WebhookUrls.enqueue_events(cloned_template, 'template.created')
 
-      render json: Templates::SerializeForApi.call(cloned_template)
+      SearchEntries.enqueue_reindex(cloned_template)
+
+      render json: Templates::SerializeForApi.call(cloned_template, schema_documents:)
     end
   end
 end

app/controllers/api/templates_controller.rb

@@ -7,30 +7,19 @@ module Api
     def index
       templates = filter_templates(@templates, params)
 
-      templates = paginate(templates.preload(:author, :folder))
+      templates = paginate(templates.preload(:author, folder: :parent_folder))
 
-      schema_documents =
+      schema_documents, dynamic_documents, preview_image_attachments = preload_relations(templates)
-        ActiveStorage::Attachment.where(record_id: templates.map(&:id),
-                                        record_type: 'Template',
-                                        name: :documents,
-                                        uuid: templates.flat_map { |t| t.schema.pluck('attachment_uuid') })
-                                 .preload(:blob)
 
-      preview_image_attachments =
+      expires_at = Accounts.link_expires_at(current_account)
-        ActiveStorage::Attachment.joins(:blob)
-                                 .where(blob: { filename: '0.jpg' })
-                                 .where(record_id: schema_documents.map(&:id),
-                                        record_type: 'ActiveStorage::Attachment',
-                                        name: :preview_images)
-                                 .preload(:blob)
 
       render json: {
         data: templates.map do |t|
-          Templates::SerializeForApi.call(
+          Templates::SerializeForApi.call(t,
-            t,
+                                          schema_documents: schema_documents.select { |e| e.record_id == t.id },
-            schema_documents.select { |e| e.record_id == t.id },
+                                          dynamic_documents:,
-            preview_image_attachments
+                                          preview_image_attachments:,
-          )
+                                          expires_at:)
         end,
         pagination: {
           count: templates.size,
@@ -49,6 +38,14 @@ module Api
         @template.folder = TemplateFolders.find_or_create_by_name(current_user, folder_name)
       end
 
+      Array.wrap(params[:roles].presence || params.dig(:template, :roles).presence).each_with_index do |role, index|
+        if (item = @template.submitters[index])
+          item['name'] = role
+        else
+          @template.submitters << { 'name' => role, 'uuid' => SecureRandom.uuid }
+        end
+      end
+
       archived = params.key?(:archived) ? params[:archived] : params.dig(:template, :archived)
 
       if archived.in?([true, false])
@@ -57,14 +54,21 @@ module Api
 
       @template.update!(template_params)
 
+      SearchEntries.enqueue_reindex(@template)
+
+      WebhookUrls.enqueue_events(@template, 'template.updated')
+      WebhookUrls.enqueue_events(@template, 'template.archived') if archived == true
+
       render json: @template.as_json(only: %i[id updated_at])
     end
 
     def destroy
-      if params[:permanently] == 'true' && !Docuseal.multitenant?
+      if params[:permanently].in?(['true', true])
         @template.destroy!
       else
         @template.update!(archived_at: Time.current)
+
+        WebhookUrls.enqueue_events(@template, 'template.archived')
       end
 
       render json: @template.as_json(only: %i[id archived_at])
@@ -72,34 +76,81 @@ module Api
 
     private
 
+    def preload_relations(templates)
+      schema_documents =
+        ActiveStorage::Attachment.where(record_id: templates.map(&:id),
+                                        record_type: 'Template',
+                                        name: :documents,
+                                        uuid: templates.flat_map { |t| t.schema.pluck('attachment_uuid') })
+                                 .preload(:blob)
+
+      dynamic_document_uuids =
+        templates.flat_map { |t| t.schema.select { |item| item['dynamic'] }.pluck('attachment_uuid') }
+
+      dynamic_documents =
+        if dynamic_document_uuids.present?
+          DynamicDocument.where(template: templates.map(&:id))
+                         .where(uuid: dynamic_document_uuids)
+                         .preload(current_version: { document_attachment: :blob })
+                         .select(:id, :uuid, :template_id, :sha1, :created_at, :updated_at)
+        else
+          DynamicDocument.none
+        end
+
+      preview_attachment_ids =
+        schema_documents.map(&:id) + dynamic_documents.filter_map { |d| d.current_version&.document_attachment&.id }
+
+      preview_image_attachments =
+        ActiveStorage::Attachment.joins(:blob)
+                                 .where(blob: { filename: ['0.png', '0.jpg'] })
+                                 .where(record_id: preview_attachment_ids,
+                                        record_type: 'ActiveStorage::Attachment',
+                                        name: :preview_images)
+                                 .preload(:blob)
+
+      [schema_documents, dynamic_documents, preview_image_attachments]
+    end
+
     def filter_templates(templates, params)
-      templates = Templates.search(templates, params[:q])
+      templates = Templates.search(current_user, templates, params[:q])
-      templates = params[:archived] ? templates.archived : templates.active
+      templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?
-      templates = templates.joins(:folder).where(folder: { name: params[:folder] }) if params[:folder].present?
+      templates = templates.where(slug: params[:slug]) if params[:slug].present?
+
+      if params[:folder].present?
+        folders = TemplateFolders.filter_by_full_name(TemplateFolder.accessible_by(current_ability), params[:folder])
+
+        templates = templates.where(folder_id: folders.pluck(:id))
+      end
 
       templates
     end
 
     def template_params
-      permit_params = [
+      permitted_params = [
         :name,
-        { schema: [%i[attachment_uuid name]],
+        :external_id,
-          submitters: [%i[name uuid]],
+        :shared_link,
+        {
+          submitters: [%i[name uuid is_requester invite_by_uuid invite_via_field_uuid
+                          optional_invite_by_uuid linked_to_uuid email order]],
           fields: [[:uuid, :submitter_uuid, :name, :type,
                     :required, :readonly, :default_value,
-                    :title, :description,
+                    :title, :description, :prefillable,
                     { preferences: {},
-                      conditions: [%i[field_uuid value action]],
+                      default_value: [],
+                      conditions: [%i[field_uuid value action operation]],
                       options: [%i[value uuid]],
-                      areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]] }
+                      validation: %i[message pattern min max step],
+                      areas: [%i[uuid x y w h cell_w attachment_uuid option_uuid page]] }]]
+        }
       ]
 
       if params.key?(:template)
-        params.require(:template).permit(*permit_params)
+        params.require(:template).permit(permitted_params)
       else
-        params.permit(*permit_params)
+        params.permit(permitted_params)
       end
     end
   end

app/controllers/api/templates_documents_controller.rb

@@ -1,29 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class TemplatesDocumentsController < ApiBaseController
-    load_and_authorize_resource :template
-
-    def create
-      return head :unprocessable_entity if params[:blobs].blank? && params[:files].blank?
-
-      documents = Templates::CreateAttachments.call(@template, params)
-
-      schema = documents.map do |doc|
-        { attachment_uuid: doc.uuid, name: doc.filename.base }
-      end
-
-      render json: {
-        schema:,
-        documents: documents.as_json(
-          methods: %i[metadata signed_uuid],
-          include: {
-            preview_images: { methods: %i[url metadata filename] }
-          }
-        )
-      }
-    rescue Templates::CreateAttachments::PdfEncrypted
-      render json: { error: 'PDF encrypted' }, status: :unprocessable_entity
-    end
-  end
-end

app/controllers/api/tools_controller.rb

@@ -0,0 +1,41 @@
+# frozen_string_literal: true
+
+module Api
+  class ToolsController < ApiBaseController
+    skip_authorization_check
+
+    def merge
+      files = params[:files] || []
+
+      return render json: { error: 'Files are required' }, status: :unprocessable_content if files.blank?
+      return render json: { error: 'At least 2 files are required' }, status: :unprocessable_content if files.size < 2
+
+      render json: {
+        data: Base64.encode64(PdfUtils.merge(files.map { |base64| StringIO.new(Base64.decode64(base64)) }).string)
+      }
+    end
+
+    def verify
+      file = Base64.decode64(params[:file])
+      pdf = HexaPDF::Document.new(io: StringIO.new(file))
+
+      trusted_certs = Accounts.load_trusted_certs(current_account)
+      is_checksum_found = CompletedDocument.exists?(sha256: Base64.urlsafe_encode64(Digest::SHA256.digest(file)))
+
+      render json: {
+        checksum_status: is_checksum_found ? 'verified' : 'not_found',
+        signatures: pdf.signatures.map do |sig|
+          {
+            verification_result: sig.verify(trusted_certs:).messages,
+            signer_name: sig.signer_name,
+            signing_reason: sig.signing_reason,
+            signing_time: sig.signing_time,
+            signature_type: sig.signature_type
+          }
+        end
+      }
+    rescue HexaPDF::MalformedPDFError
+      render json: { error: 'Malformed PDF' }, status: :unprocessable_content
+    end
+  end
+end

app/controllers/api/users_controller.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+module Api
+  class UsersController < ApiBaseController
+    authorize_resource :current_user
+
+    def show
+      render json: current_user.as_json(only: %i[id first_name last_name email])
+    end
+  end
+end

app/controllers/api_settings_controller.rb

@@ -12,6 +12,6 @@ class ApiSettingsController < ApplicationController
 
     current_user.access_token.save!
 
-    redirect_back(fallback_location: settings_api_index_path, notice: 'API token as been updated.')
+    redirect_back(fallback_location: settings_api_index_path, notice: I18n.t('api_token_has_been_updated'))
   end
 end

app/controllers/application_controller.rb

@@ -4,25 +4,36 @@ class ApplicationController < ActionController::Base
   BROWSER_LOCALE_REGEXP = /\A\w{2}(?:-\w{2})?/
 
   include ActiveStorage::SetCurrent
-  include Pagy::Backend
+  include Pagy::Method
 
   check_authorization unless: :devise_controller?
 
+  around_action :with_locale
   before_action :sign_in_for_demo, if: -> { Docuseal.demo? }
   before_action :maybe_redirect_to_setup, unless: :signed_in?
   before_action :authenticate_user!, unless: :devise_controller?
 
+  before_action :set_csp, if: -> { request.get? && !request.headers['HTTP_X_TURBO'] }
+
   helper_method :button_title,
                 :current_account,
+                :true_ability,
+                :form_link_host,
                 :svg_icon
 
   impersonates :user, with: ->(uuid) { User.find_by(uuid:) }
 
-  rescue_from Pagy::OverflowError do
+  rescue_from Pagy::RangeError do
     redirect_to request.path
   end
 
-  if Rails.env.production?
+  rescue_from RateLimit::LimitApproached do |e|
+    Rollbar.error(e) if defined?(Rollbar)
+
+    redirect_to request.referer, alert: 'Too many requests', status: :too_many_requests
+  end
+
+  if Rails.env.production? || Rails.env.test?
     rescue_from CanCan::AccessDenied do |e|
       Rollbar.warning(e) if defined?(Rollbar)
 
@@ -43,10 +54,30 @@ class ApplicationController < ActionController::Base
     request.session[:impersonated_user_id] = user.uuid
   end
 
+  def pagy_auto(collection, **keyword_args)
+    if current_ability.can?(:manage, :countless)
+      pagy(:countless, collection, **keyword_args)
+    else
+      pagy(collection, **keyword_args)
+    end
+  end
+
   private
 
+  def with_locale(&)
+    return yield unless current_account
+
+    locale   = params[:lang].presence if Rails.env.development?
+    locale ||= current_account.locale
+
+    I18n.with_locale(locale, &)
+  end
+
   def with_browser_locale(&)
-    locale = request.env['HTTP_ACCEPT_LANGUAGE'].to_s[BROWSER_LOCALE_REGEXP].to_s
+    return yield if I18n.locale != :'en-US' && I18n.locale != :en
+
+    locale   = params[:lang].presence
+    locale ||= request.env['HTTP_ACCEPT_LANGUAGE'].to_s[BROWSER_LOCALE_REGEXP].to_s
 
     locale =
       if locale.starts_with?('en-') && locale != 'en-US'
@@ -68,11 +99,16 @@ class ApplicationController < ActionController::Base
     current_user&.account
   end
 
+  def true_ability
+    @true_ability ||= Ability.new(true_user)
+  end
+
   def maybe_redirect_to_setup
     redirect_to setup_index_path unless User.exists?
   end
 
-  def button_title(title: 'Submit', disabled_with: 'Submitting', title_class: '', icon: nil, icon_disabled: nil)
+  def button_title(title: I18n.t('submit'), disabled_with: I18n.t('submitting'), title_class: '', icon: nil,
+                   icon_disabled: nil)
     render_to_string(partial: 'shared/button_title',
                      locals: { title:, disabled_with:, title_class:, icon:, icon_disabled: })
   end
@@ -80,4 +116,31 @@ class ApplicationController < ActionController::Base
   def svg_icon(icon_name, class: '')
     render_to_string(partial: "icons/#{icon_name}", locals: { class: })
   end
+
+  def form_link_host
+    Docuseal.default_url_options[:host]
+  end
+
+  def maybe_redirect_com
+    return if request.domain != 'docuseal.co'
+
+    redirect_to request.url.gsub('.co/', '.com/'), allow_other_host: true, status: :moved_permanently
+  end
+
+  def set_csp
+    request.content_security_policy = current_content_security_policy.tap do |policy|
+      policy.default_src :self
+      policy.script_src :self
+      policy.style_src :self, :unsafe_inline
+      policy.img_src :self, :https, :http, :blob, :data
+      policy.font_src :self, :https, :http, :blob, :data
+      policy.manifest_src :self
+      policy.media_src :self
+      policy.frame_src :self
+      policy.worker_src :self, :blob
+      policy.connect_src :self
+
+      policy.directives['connect-src'] << 'ws:' if Rails.env.development?
+    end
+  end
 end

app/controllers/console_redirect_controller.rb

@@ -5,14 +5,22 @@ class ConsoleRedirectController < ApplicationController
   skip_authorization_check
 
   def index
+    if request.path == '/upgrade'
+      params[:redir] = Docuseal.multitenant? ? "#{Docuseal::CONSOLE_URL}/plans" : "#{Docuseal::CONSOLE_URL}/on_premises"
+    end
+
+    params[:redir] = "#{Docuseal::CONSOLE_URL}/manage" if request.path == '/manage'
+
     return redirect_to(new_user_session_path({ redir: params[:redir] }.compact)) if true_user.blank?
 
     auth = JsonWebToken.encode(uuid: true_user.uuid,
                                scope: :console,
                                exp: 1.minute.from_now.to_i)
 
-    path = Addressable::URI.parse(params[:redir]).path if params[:redir].to_s.starts_with?(Docuseal::CONSOLE_URL)
+    redir_uri = Addressable::URI.parse(params[:redir])
+    path = redir_uri.path if params[:redir].to_s.starts_with?(Docuseal::CONSOLE_URL)
 
-    redirect_to("#{Docuseal::CONSOLE_URL}#{path}?#{{ auth: }.to_query}", allow_other_host: true)
+    redirect_to "#{Docuseal::CONSOLE_URL}#{path}?#{{ **redir_uri&.query_values, 'auth' => auth }.to_query}",
+                allow_other_host: true
   end
 end

app/controllers/dashboard_controller.rb

@@ -7,66 +7,18 @@ class DashboardController < ApplicationController
   before_action :maybe_render_landing
   before_action :maybe_redirect_mfa_setup
 
-  load_and_authorize_resource :template_folder, parent: false
+  skip_authorization_check
-  load_and_authorize_resource :template, parent: false
-
-  SHOW_TEMPLATES_FOLDERS_THRESHOLD = 9
-  TEMPLATES_PER_PAGE = 12
-  FOLDERS_PER_PAGE = 18
 
   def index
-    @template_folders = filter_template_folders(@template_folders)
+    if cookies.permanent[:dashboard_view] == 'submissions'
-
+      SubmissionsDashboardController.dispatch(:index, request, response)
-    @pagy, @template_folders = pagy(
-      @template_folders,
-      items: FOLDERS_PER_PAGE,
-      page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
-    )
-
-    if @pagy.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD
-      @templates = @templates.none
     else
-      @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
+      TemplatesDashboardController.dispatch(:index, request, response)
-      @templates = filter_templates(@templates)
-
-      items =
-        if @template_folders.size < 4
-          TEMPLATES_PER_PAGE
-        else
-          (@template_folders.size < 7 ? 9 : 6)
-        end
-
-      @pagy, @templates = pagy(@templates, items:)
     end
   end
 
   private
 
-  def filter_template_folders(template_folders)
-    rel = template_folders.joins(:active_templates)
-                          .order(id: :desc)
-                          .distinct
-
-    TemplateFolders.search(rel, params[:q])
-  end
-
-  def filter_templates(templates)
-    rel = templates.active.preload(:author).order(id: :desc)
-
-    if params[:q].blank?
-      if Docuseal.multitenant? && !current_account.testing?
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
-      else
-        shared_template_ids =
-          TemplateSharing.where(account_id: [current_account.id, TemplateSharing::ALL_ID]).select(:template_id)
-
-        rel = rel.where(folder_id: current_account.default_template_folder.id).or(rel.where(id: shared_template_ids))
-      end
-    end
-
-    Templates.search(rel, params[:q])
-  end
-
   def maybe_redirect_product_url
     return if !Docuseal.multitenant? || signed_in?
 
@@ -81,7 +33,7 @@ class DashboardController < ApplicationController
                                                                              account_id: current_user.account_id,
                                                                              key: AccountConfig::FORCE_MFA)
 
-    redirect_to mfa_setup_path, notice: 'Setup 2FA to continue'
+    redirect_to mfa_setup_path, notice: I18n.t('setup_2fa_to_continue')
   end
 
   def maybe_render_landing

app/controllers/email_smtp_settings_controller.rb

@@ -9,16 +9,18 @@ class EmailSmtpSettingsController < ApplicationController
 
   def create
     if @encrypted_config.update(email_configs)
-      SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email']).deliver_now!
+      unless Docuseal.multitenant?
+        SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email'] || current_user.email).deliver_now!
+      end
 
-      redirect_to settings_email_index_path, notice: 'Changes have been saved'
+      redirect_to settings_email_index_path, notice: I18n.t('changes_have_been_saved')
     else
-      render :index, status: :unprocessable_entity
+      render :index, status: :unprocessable_content
     end
   rescue StandardError => e
     flash[:alert] = e.message
 
-    render :index, status: :unprocessable_entity
+    render :index, status: :unprocessable_content
   end
 
   private

app/controllers/embed_scripts_controller.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+class EmbedScriptsController < ActionController::Metal
+  DUMMY_SCRIPT = <<~JAVASCRIPT.freeze
+    const DummyBuilder = class extends HTMLElement {
+      connectedCallback() {
+        this.innerHTML = `
+          <div style="text-align: center; padding: 20px; font-family: Arial, sans-serif;">
+            <h2>Upgrade to Pro</h2>
+            <p>Unlock embedded components by upgrading to Pro</p>
+            <div style="margin-top: 40px;">
+              <a href="#{Docuseal::CONSOLE_URL}/on_premises" target="_blank" style="padding: 15px 25px; background-color: #222; color: white; text-decoration: none; border-radius: 5px; font-size: 16px; cursor: pointer;">
+                Learn More
+              </a>
+            </div>
+          </div>
+        `;
+      }
+    };
+
+    const DummyForm = class extends DummyBuilder {};
+
+    if (!window.customElements.get('docuseal-builder')) {
+      window.customElements.define('docuseal-builder', DummyBuilder);
+    }
+
+    if (!window.customElements.get('docuseal-form')) {
+      window.customElements.define('docuseal-form', DummyForm);
+    }
+  JAVASCRIPT
+
+  def show
+    headers['Content-Type'] = 'application/javascript'
+
+    self.response_body = DUMMY_SCRIPT
+
+    self.status = 200
+  end
+end

app/controllers/errors_controller.rb

@@ -2,11 +2,15 @@
 
 class ErrorsController < ActionController::Base
   ENTERPRISE_FEATURE_MESSAGE =
-    'This feature is available in Pro Edition: https://www.docuseal.co/pricing'
+    'This feature is available in Pro Edition: https://www.docuseal.com/pricing'
 
   ENTERPRISE_PATHS = [
+    '/submissions/html',
+    '/api/submissions/html',
     '/templates/html',
     '/api/templates/html',
+    '/submissions/pdf',
+    '/api/submissions/pdf',
     '/templates/pdf',
     '/api/templates/pdf',
     '/templates/doc',
@@ -15,6 +19,11 @@ class ErrorsController < ActionController::Base
     '/api/templates/docx'
   ].freeze
 
+  SAFE_ERROR_MESSAGE_CLASSES = [
+    ActionDispatch::Http::Parameters::ParseError,
+    JSON::ParserError
+  ].freeze
+
   def show
     if request.original_fullpath.in?(ENTERPRISE_PATHS) && error_status_code == 404
       return render json: { status: 404, message: ENTERPRISE_FEATURE_MESSAGE }, status: :not_found
@@ -24,10 +33,14 @@ class ErrorsController < ActionController::Base
       f.json do
         set_cors_headers
 
-        render json: { status: error_status_code }, status: error_status_code
+        exception = request.env['action_dispatch.exception']
+
+        error = exception.message if exception.class.in?(SAFE_ERROR_MESSAGE_CLASSES)
+
+        render json: { status: error_status_code, error: }.compact, status: error_status_code
       end
 
-      f.html { render error_status_code.to_s, status: error_status_code }
+      f.any { render error_status_code.to_s, status: error_status_code }
     end
   end
 
@@ -38,7 +51,7 @@ class ErrorsController < ActionController::Base
     headers['Access-Control-Allow-Methods'] = 'POST, GET, PUT, PATCH, DELETE, OPTIONS'
     headers['Access-Control-Allow-Headers'] = '*'
     headers['Access-Control-Max-Age'] = '1728000'
-    headers['Access-Control-Allow-Credentials'] = true
+    headers['Access-Control-Allow-Credentials'] = 'true'
   end
 
   def error_status_code

app/controllers/esign_settings_controller.rb

@@ -3,7 +3,7 @@
 class EsignSettingsController < ApplicationController
   DEFAULT_CERT_NAME = 'DocuSeal Self-Host Autogenerated'
 
-  CertFormRecord = Struct.new(:name, :file, :password, keyword_init: true) do
+  CertFormRecord = Struct.new(:name, :file, :password) do
     include ActiveModel::Validations
 
     def to_key
@@ -11,6 +11,8 @@ class EsignSettingsController < ApplicationController
     end
   end
 
+  prepend_before_action :maybe_redirect_com, only: %i[show]
+
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, parent: false, only: %i[new create]
   authorize_resource :encrypted_config, only: %i[update destroy show]
@@ -21,9 +23,9 @@ class EsignSettingsController < ApplicationController
     default_pkcs = GenerateCertificate.load_pkcs(cert_data) if cert_data['cert'].present?
 
     custom_pkcs_list = (cert_data['custom'] || []).map do |e|
-      { 'pkcs' => OpenSSL::PKCS12.new(Base64.urlsafe_decode64(e['data']), e['password'].to_s),
+      pkcs = e['data'].present? ? OpenSSL::PKCS12.new(Base64.urlsafe_decode64(e['data']), e['password'].to_s) : nil
-        'name' => e['name'],
+
-        'status' => e['status'] }
+      { 'pkcs' => pkcs, 'name' => e['name'], 'status' => e['status'] }
     end
 
     @pkcs_list = [
@@ -48,30 +50,38 @@ class EsignSettingsController < ApplicationController
     if (@encrypted_config.value && @encrypted_config.value['custom']&.any? { |e| e['name'] == @cert_record.name }) ||
        @cert_record.name == DEFAULT_CERT_NAME
 
-      @cert_record.errors.add(:name, 'already exists')
+      @cert_record.errors.add(:name, I18n.t('already_exists'))
 
       return render turbo_stream: turbo_stream.replace(:modal, template: 'esign_settings/new'),
-                    status: :unprocessable_entity
+                    status: :unprocessable_content
     end
 
     save_new_cert!(@encrypted_config, @cert_record)
 
-    redirect_to settings_esign_path, notice: 'Certificate has been successfully added!'
+    redirect_to settings_esign_path, notice: I18n.t('certificate_has_been_successfully_added')
-  rescue OpenSSL::PKCS12::PKCS12Error
+  rescue OpenSSL::PKCS12::PKCS12Error => e
-    @cert_record.errors.add(:password, "is invalid. Make sure you're uploading a valid .p12 file")
+    Rollbar.error(e) if defined?(Rollbar)
 
-    render turbo_stream: turbo_stream.replace(:modal, template: 'esign_settings/new'), status: :unprocessable_entity
+    @cert_record.errors.add(:password, e.message)
+
+    render turbo_stream: turbo_stream.replace(:modal, template: 'esign_settings/new'), status: :unprocessable_content
   end
 
   def update
-    @encrypted_config.value['custom'].each { |e| e['status'] = 'validate' }
+    @encrypted_config.value['custom'].to_a.each { |e| e['status'] = 'validate' }
 
-    custom_cert_data = @encrypted_config.value['custom'].find { |e| e['name'] == params[:name] }
+    custom_cert_data = @encrypted_config.value['custom'].to_a.find { |e| e['name'] == params[:name] }
-    custom_cert_data['status'] = 'default' if custom_cert_data
+
+    if custom_cert_data
+      custom_cert_data['status'] = 'default'
+    elsif params[:name] == Docuseal::AATL_CERT_NAME
+      @encrypted_config.value['custom'] ||= []
+      @encrypted_config.value['custom'] << { 'name' => params[:name], 'status' => 'default' }
+    end
 
     @encrypted_config.save!
 
-    redirect_to settings_esign_path, notice: 'Default certificate has been selected'
+    redirect_to settings_esign_path, notice: I18n.t('default_certificate_has_been_selected')
   end
 
   def destroy
@@ -79,7 +89,7 @@ class EsignSettingsController < ApplicationController
 
     @encrypted_config.save!
 
-    redirect_to settings_esign_path, notice: 'Certificate has been removed'
+    redirect_to settings_esign_path, notice: I18n.t('certificate_has_been_removed')
   end
 
   private

app/controllers/invitations_controller.rb

@@ -1,4 +1,11 @@
 # frozen_string_literal: true
 
 class InvitationsController < Devise::PasswordsController
+  def update
+    super do |resource|
+      resource.confirmed_at ||= Time.current if resource.errors.empty?
+
+      PasswordsController::Current.user = resource
+    end
+  end
 end

app/controllers/mcp_controller.rb

@@ -0,0 +1,58 @@
+# frozen_string_literal: true
+
+class McpController < ActionController::API
+  before_action :authenticate_user!
+  before_action :verify_mcp_enabled!
+
+  before_action do
+    authorize!(:manage, :mcp)
+  end
+
+  def call
+    return head :ok if request.raw_post.blank?
+
+    body = JSON.parse(request.raw_post)
+
+    result = Mcp::HandleRequest.call(body, current_user, current_ability)
+
+    if result
+      render json: result
+    else
+      head :accepted
+    end
+  rescue CanCan::AccessDenied
+    render json: { jsonrpc: '2.0', id: nil, error: { code: -32_603, message: 'Forbidden' } }, status: :forbidden
+  rescue JSON::ParserError
+    render json: { jsonrpc: '2.0', id: nil, error: { code: -32_700, message: 'Parse error' } }, status: :bad_request
+  end
+
+  private
+
+  def authenticate_user!
+    render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user
+  end
+
+  def verify_mcp_enabled!
+    return if Docuseal.multitenant?
+
+    return if AccountConfig.exists?(account_id: current_user.account_id,
+                                    key: AccountConfig::ENABLE_MCP_KEY,
+                                    value: true)
+
+    render json: { error: 'MCP is disabled' }, status: :forbidden
+  end
+
+  def current_user
+    @current_user ||= user_from_api_key
+  end
+
+  def user_from_api_key
+    token = request.headers['Authorization'].to_s[/\ABearer\s+(.+)\z/, 1]
+
+    return if token.blank?
+
+    sha256 = Digest::SHA256.hexdigest(token)
+
+    User.joins(:mcp_tokens).active.find_by(mcp_tokens: { sha256:, archived_at: nil })
+  end
+end

app/controllers/mcp_settings_controller.rb

@@ -0,0 +1,37 @@
+# frozen_string_literal: true
+
+class McpSettingsController < ApplicationController
+  load_and_authorize_resource :mcp_token, parent: false
+
+  before_action do
+    authorize!(:manage, :mcp)
+  end
+
+  def index
+    @mcp_tokens = @mcp_tokens.active.order(id: :desc)
+  end
+
+  def create
+    @mcp_token = current_user.mcp_tokens.new(mcp_token_params)
+
+    if @mcp_token.save
+      @mcp_tokens = [@mcp_token]
+
+      render :index, status: :created
+    else
+      render turbo_stream: turbo_stream.replace(:modal, template: 'mcp_settings/new'), status: :unprocessable_content
+    end
+  end
+
+  def destroy
+    @mcp_token.update!(archived_at: Time.current)
+
+    redirect_back fallback_location: settings_mcp_index_path, notice: I18n.t('mcp_token_has_been_removed')
+  end
+
+  private
+
+  def mcp_token_params
+    params.require(:mcp_token).permit(:name)
+  end
+end

app/controllers/mfa_setup_controller.rb

@@ -18,13 +18,13 @@ class MfaSetupController < ApplicationController
       current_user.otp_required_for_login = true
       current_user.save!
 
-      redirect_to settings_profile_index_path, notice: '2FA has been configured'
+      redirect_to settings_profile_index_path, notice: I18n.t('2fa_has_been_configured')
     else
       @provision_url = current_user.otp_provisioning_uri(current_user.email, issuer: Docuseal.product_name)
 
-      @error_message = 'Code is invalid'
+      @error_message = I18n.t('code_is_invalid')
 
-      render turbo_stream: turbo_stream.replace(:mfa_form, partial: 'mfa_setup/form'), status: :unprocessable_entity
+      render turbo_stream: turbo_stream.replace(:mfa_form, partial: 'mfa_setup/form'), status: :unprocessable_content
     end
   end
 
@@ -32,18 +32,18 @@ class MfaSetupController < ApplicationController
     if current_user.validate_and_consume_otp!(params[:otp_attempt])
       current_user.update!(otp_required_for_login: false, otp_secret: nil)
 
-      redirect_to settings_profile_index_path, notice: '2FA has been removed'
+      redirect_to settings_profile_index_path, notice: I18n.t('2fa_has_been_removed')
     else
-      @error_message = 'Code is invalid'
+      @error_message = I18n.t('code_is_invalid')
 
-      render turbo_stream: turbo_stream.replace(:modal, template: 'mfa_setup/edit'), status: :unprocessable_entity
+      render turbo_stream: turbo_stream.replace(:modal, template: 'mfa_setup/edit'), status: :unprocessable_content
     end
   end
 
   private
 
   def set_provision_url
-    return redirect_to root_path, alert: '2FA has been set up already' if current_user.otp_required_for_login
+    return redirect_to root_path, alert: I18n.t('2fa_has_been_set_up_already') if current_user.otp_required_for_login
 
     current_user.otp_secret ||= User.generate_otp_secret
 

app/controllers/notifications_settings_controller.rb

@@ -13,9 +13,9 @@ class NotificationsSettingsController < ApplicationController
 
   def create
     if @account_config.value.present? ? @account_config.save : @account_config.delete
-      redirect_back fallback_location: settings_notifications_path, notice: 'Changes have been saved'
+      redirect_back fallback_location: settings_notifications_path, notice: I18n.t('changes_have_been_saved')
     else
-      redirect_back fallback_location: settings_notifications_path, alert: 'Unable to save'
+      redirect_back fallback_location: settings_notifications_path, alert: I18n.t('unable_to_save')
     end
   end
 
@@ -35,12 +35,12 @@ class NotificationsSettingsController < ApplicationController
 
   def load_reminder_config
     @reminder_config =
-      AccountConfig.find_or_initialize_by(account: current_account, key: AccountConfig::SUBMITTER_REMAILERS)
+      AccountConfig.find_or_initialize_by(account: current_account, key: AccountConfig::SUBMITTER_REMINDERS)
   end
 
   def email_config_params
-    params.require(:account_config).permit!.tap do |attrs|
+    params.require(:account_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
-      attrs[:key] = nil unless attrs[:key].in?([AccountConfig::BCC_EMAILS, AccountConfig::SUBMITTER_REMAILERS])
+      attrs[:key] = nil unless attrs[:key].in?([AccountConfig::BCC_EMAILS, AccountConfig::SUBMITTER_REMINDERS])
     end
   end
 end

app/controllers/passwords_controller.rb

@@ -1,13 +1,31 @@
 # frozen_string_literal: true
 
 class PasswordsController < Devise::PasswordsController
+  # rubocop:disable Rails/LexicallyScopedActionFilter
+  skip_before_action :require_no_authentication, only: %i[edit update]
+  # rubocop:enable Rails/LexicallyScopedActionFilter
+
+  around_action :with_browser_locale
+
   class Current < ActiveSupport::CurrentAttributes
     attribute :user
   end
 
+  def create
+    super do |resource|
+      resource.errors.clear unless Docuseal.multitenant?
+    end
+  end
+
   def update
     super do |resource|
       Current.user = resource
     end
   end
+
+  private
+
+  def after_resetting_password_path_for(_)
+    new_session_path(resource_name)
+  end
 end

app/controllers/personalization_settings_controller.rb

@@ -4,8 +4,11 @@ class PersonalizationSettingsController < ApplicationController
   ALLOWED_KEYS = [
     AccountConfig::FORM_COMPLETED_BUTTON_KEY,
     AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY,
+    AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY,
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY,
-    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY
+    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY,
+    AccountConfig::FORM_COMPLETED_MESSAGE_KEY,
+    *(Docuseal.multitenant? ? [] : [AccountConfig::POLICY_LINKS_KEY])
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -17,13 +20,19 @@ class PersonalizationSettingsController < ApplicationController
   end
 
   def create
+    if @account_config.value.is_a?(Hash)
+      @account_config.value = @account_config.value.reject do |_, v|
+        v.blank? && v != false
+      end
+    end
+
     if @account_config.value != false && @account_config.value.blank?
       @account_config.destroy!
     else
       @account_config.save!
     end
 
-    redirect_back(fallback_location: settings_personalization_path, notice: 'Settings have been saved.')
+    redirect_back(fallback_location: settings_personalization_path, notice: I18n.t('settings_have_been_saved'))
   end
 
   private
@@ -42,7 +51,7 @@ class PersonalizationSettingsController < ApplicationController
   end
 
   def account_config_params
-    attrs = params.require(:account_config).permit!
+    attrs = params.require(:account_config).permit(:key, :value, { value: {} }, { value: [] })
 
     return attrs if attrs[:value].is_a?(String)
 

app/controllers/preview_document_page_controller.rb

@@ -6,15 +6,29 @@ class PreviewDocumentPageController < ActionController::API
   FORMAT = Templates::ProcessDocument::FORMAT
 
   def show
-    attachment_uuid = ApplicationRecord.signed_id_verifier.verified(params[:signed_uuid], purpose: :attachment)
+    result_data =
+      ApplicationRecord.signed_id_verifier.verified(params[:signed_key], purpose: :attachment)
 
-    attachment = ActiveStorage::Attachment.find_by(uuid: attachment_uuid) if attachment_uuid
+    attachment =
+      if result_data.is_a?(Array) && result_data.compact_blank.size == 2
+        attachment_id, attachment_uuid = result_data
+
+        ActiveStorage::Attachment.find_by(id: attachment_id, uuid: attachment_uuid)
+      elsif result_data
+        ActiveStorage::Attachment.find_by(uuid: result_data)
+      end
 
     return head :not_found unless attachment
 
-    preview_image = attachment.preview_images.joins(:blob).find_by(blob: { filename: "#{params[:id]}#{FORMAT}" })
+    @template = attachment.record
 
-    return redirect_to preview_image.url, allow_other_host: true if preview_image
+    preview_image = attachment.preview_images.joins(:blob)
+                              .find_by(blob: { filename: ["#{params[:id]}.png", "#{params[:id]}.jpg"] })
+
+    if preview_image
+      return redirect_to preview_image.url(time: ActiveStorage::Attachment.service_url_time),
+                         allow_other_host: true
+    end
 
     file_path =
       if attachment.service.name == :disk
@@ -26,11 +40,11 @@ class PreviewDocumentPageController < ActionController::API
     preview_image =
       Templates::ProcessDocument.generate_pdf_preview_from_file(attachment, file_path, params[:id].to_i)
 
-    redirect_to preview_image.url, allow_other_host: true
+    redirect_to preview_image.url(time: ActiveStorage::Attachment.service_url_time), allow_other_host: true
   end
 
   def find_or_create_document_tempfile_path(attachment)
-    file_path = "#{Dir.tmpdir}/#{attachment.uuid}"
+    file_path = "#{Dir.tmpdir}/attachment-#{Digest::SHA1.hexdigest("#{attachment.id}-#{attachment.uuid}")}"
 
     File.open(file_path, File::RDWR | File::CREAT, 0o644) do |f|
       f.flock(File::LOCK_EX)

app/controllers/profile_controller.rb

@@ -9,18 +9,25 @@ class ProfileController < ApplicationController
 
   def update_contact
     if current_user.update(contact_params)
-      redirect_to settings_profile_index_path, notice: 'Contact information has been updated'
+      if current_user.try(:pending_reconfirmation?) && current_user.previous_changes.key?(:unconfirmed_email)
+        SendConfirmationInstructionsJob.perform_async('user_id' => current_user.id)
+
+        redirect_to settings_profile_index_path,
+                    notice: I18n.t('a_confirmation_email_has_been_sent_to_the_new_email_address')
+      else
+        redirect_to settings_profile_index_path, notice: I18n.t('contact_information_has_been_update')
+      end
     else
-      render :index, status: :unprocessable_entity
+      render :index, status: :unprocessable_content
     end
   end
 
   def update_password
-    if current_user.update(password_params)
+    if current_user.update_with_password(password_params)
       bypass_sign_in(current_user)
-      redirect_to settings_profile_index_path, notice: 'Password has been changed'
+      redirect_to settings_profile_index_path, notice: I18n.t('password_has_been_changed')
     else
-      render :index, status: :unprocessable_entity
+      render :index, status: :unprocessable_content
     end
   end
 
@@ -31,6 +38,6 @@ class ProfileController < ApplicationController
   end
 
   def password_params
-    params.require(:user).permit(:password, :password_confirmation)
+    params.require(:user).permit(:password, :password_confirmation, :current_password)
   end
 end

app/controllers/pwa_controller.rb

@@ -0,0 +1,4 @@
+# frozen_string_literal: true
+
+class PwaController < ActionController::Base
+end

app/controllers/reveal_access_token_controller.rb

@@ -0,0 +1,29 @@
+# frozen_string_literal: true
+
+class RevealAccessTokenController < ApplicationController
+  rate_limit to: 4, within: 1.minute, only: %i[create], by: -> { current_user.id }, with: lambda {
+    Rollbar.error('Rate limit api key') if defined?(Rollbar)
+
+    render turbo_stream: turbo_stream.replace(:modal, template: 'reveal_access_token/show',
+                                                      locals: { error_message: I18n.t(:too_many_attempts) }),
+           status: :unprocessable_content
+  }
+
+  def show
+    authorize!(:manage, current_user.access_token)
+  end
+
+  def create
+    authorize!(:manage, current_user.access_token)
+
+    if current_user.valid_password?(params[:password])
+      render turbo_stream: turbo_stream.replace(:access_token_container,
+                                                partial: 'reveal_access_token/access_token',
+                                                locals: { token: current_user.access_token.token })
+    else
+      render turbo_stream: turbo_stream.replace(:modal, template: 'reveal_access_token/show',
+                                                        locals: { error_message: I18n.t('wrong_password') }),
+             status: :unprocessable_content
+    end
+  end
+end

app/controllers/search_entries_reindex_controller.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class SearchEntriesReindexController < ApplicationController
+  def create
+    authorize!(:manage, EncryptedConfig)
+
+    ReindexAllSearchEntriesJob.perform_async
+
+    AccountConfig.find_or_initialize_by(account_id: Account.minimum(:id), key: :fulltext_search)
+                 .update!(value: true)
+
+    Docuseal.instance_variable_set(:@fulltext_search, nil)
+
+    redirect_back(fallback_location: settings_account_path,
+                  notice: "Started building search index. Visit #{root_url}jobs/busy to check progress.")
+  end
+end

app/controllers/send_submission_email_controller.rb

@@ -7,25 +7,45 @@ class SendSubmissionEmailController < ApplicationController
   skip_before_action :verify_authenticity_token
   skip_authorization_check
 
-  def success; end
+  SEND_DURATION = 30.minutes
 
   def create
-    @submitter =
+    if params[:template_slug]
-      if params[:template_slug]
+      template = Template.find_by!(slug: params[:template_slug])
-        Submitter.joins(submission: :template).find_by!(email: params[:email].to_s.downcase,
+
-                                                        template: { slug: params[:template_slug] })
+      @submitter =
-      elsif params[:submission_slug]
+        Submitter.completed.where(submission: template.submissions).find_by(email: params[:email].to_s.downcase)
-        Submitter.joins(:submission).find_by!(email: params[:email].to_s.downcase,
+    elsif params[:submission_slug]
-                                              submission: { slug: params[:submission_slug] })
+      submission = Submission.find_by(slug: params[:submission_slug])
-      else
+
-        Submitter.find_by!(slug: params[:submitter_slug])
+      if submission
+        @submitter = Submitter.completed.find_by(submission: submission, email: params[:email].to_s.downcase)
       end
 
-    SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later!
+      return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
+    else
+      @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
+    end
+
+    if @submitter
+      RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
+
+      SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! if can_send?(@submitter)
+    end
 
     respond_to do |f|
-      f.html { redirect_to success_send_submission_email_index_path }
+      f.html { render :success }
       f.json { head :ok }
     end
   end
+
+  private
+
+  def can_send?(submitter)
+    return false if submitter.account.archived_at?
+    return false if EmailEvent.exists?(tag: :submitter_documents_copy, email: submitter.email, emailable: submitter,
+                                       event_type: :send, created_at: SEND_DURATION.ago..Time.current)
+
+    true
+  end
 end

app/controllers/sessions_controller.rb

@@ -3,16 +3,20 @@
 class SessionsController < Devise::SessionsController
   before_action :configure_permitted_parameters
 
+  around_action :with_browser_locale
+
   def create
     email = sign_in_params[:email].to_s.downcase
 
     if Docuseal.multitenant? && !User.exists?(email:)
+      Rollbar.warning('Sign in new user') if defined?(Rollbar)
+
       return redirect_to new_registration_path(sign_up: true, user: sign_in_params.slice(:email)),
-                         notice: 'Create a new account'
+                         notice: I18n.t('create_a_new_account')
     end
 
     if User.exists?(email:, otp_required_for_login: true) && sign_in_params[:otp_attempt].blank?
-      return render :otp, locals: { resource: User.new(sign_in_params) }, status: :unprocessable_entity
+      return render :otp, locals: { resource: User.new(sign_in_params) }, status: :unprocessable_content
     end
 
     super

app/controllers/setup_controller.rb

@@ -21,12 +21,12 @@ class SetupController < ApplicationController
     @encrypted_config = EncryptedConfig.new(encrypted_config_params)
 
     unless URI.parse(encrypted_config_params[:value].to_s).class.in?([URI::HTTP, URI::HTTPS])
-      @encrypted_config.errors.add(:value, 'should be a valid URL')
+      @encrypted_config.errors.add(:value, I18n.t('should_be_a_valid_url'))
 
-      return render :index, status: :unprocessable_entity
+      return render :index, status: :unprocessable_content
     end
 
-    return render :index, status: :unprocessable_entity unless @account.valid?
+    return render :index, status: :unprocessable_content unless @account.valid?
 
     if @user.save
       encrypted_configs = [
@@ -34,6 +34,7 @@ class SetupController < ApplicationController
         { key: EncryptedConfig::ESIGN_CERTS_KEY, value: GenerateCertificate.call.transform_values(&:to_pem) }
       ]
       @account.encrypted_configs.create!(encrypted_configs)
+      @account.account_configs.create!(key: :fulltext_search, value: true) if SearchEntry.table_exists?
 
       Docuseal.refresh_default_url_options!
 
@@ -41,7 +42,7 @@ class SetupController < ApplicationController
 
       redirect_to newsletter_path
     else
-      render :index, status: :unprocessable_entity
+      render :index, status: :unprocessable_content
     end
   end
 
@@ -56,7 +57,7 @@ class SetupController < ApplicationController
   def account_params
     return {} unless params[:account]
 
-    params.require(:account).permit(:name, :timezone)
+    params.require(:account).permit(:name, :timezone, :locale)
   end
 
   def encrypted_config_params
@@ -66,10 +67,10 @@ class SetupController < ApplicationController
   end
 
   def redirect_to_root_if_signed
-    redirect_to root_path, notice: 'You are already signed in'
+    redirect_to root_path, notice: I18n.t('you_are_already_signed_in')
   end
 
   def ensure_first_user_not_created!
-    redirect_to new_user_session_path, notice: 'Please sign in.' if User.exists?
+    redirect_to new_user_session_path, notice: I18n.t('please_sign_in') if User.exists?
   end
 end

app/controllers/sso_settings_controller.rb

@@ -3,7 +3,6 @@
 class SsoSettingsController < ApplicationController
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, only: :index
-  authorize_resource :encrypted_config, parent: false, except: :index
 
   def index; end
 

app/controllers/start_form_controller.rb

@@ -6,66 +6,172 @@ class StartFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  around_action :with_browser_locale, only: %i[show completed]
+  around_action :with_browser_locale, only: %i[show update completed]
+  before_action :maybe_redirect_com, only: %i[show completed]
+  before_action :load_resubmit_submitter, only: :update
   before_action :load_template
+  before_action :authorize_start!, only: :update
+
+  COOKIES_TTL = 12.hours
+  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
 
   def show
-    @submitter = @template.submissions.new(account_id: @template.account_id)
+    if @template.preferences['require_phone_2fa'] || @template.preferences['require_email_2fa']
-                          .submitters.new(uuid: @template.submitters.first['uuid'])
+      raise ActionController::RoutingError, I18n.t('not_found')
+    end
+
+    if @template.shared_link?
+      @submitter = @template.submissions.new(account_id: @template.account_id)
+                            .submitters.new(account_id: @template.account_id,
+                                            uuid: (filter_undefined_submitters(@template).first ||
+                                                  @template.submitters.first)['uuid'])
+      render :email_verification if params[:email_verification]
+    else
+      Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+      return render :private if current_user && current_ability.can?(:read, @template)
+
+      raise ActionController::RoutingError, I18n.t('not_found')
+    end
   end
 
   def update
-    return redirect_to start_form_path(@template.slug) if @template.archived_at?
+    @submitter = find_or_initialize_submitter(@template, submitter_params)
-
-    @submitter = Submitter.where(submission: @template.submissions.where(archived_at: nil))
-                          .order(id: :desc)
-                          .then { |rel| params[:resubmit].present? ? rel.where(completed_at: nil) : rel }
-                          .find_or_initialize_by(**submitter_params.compact_blank)
 
     if @submitter.completed_at?
-      redirect_to start_form_completed_path(@template.slug, email: submitter_params[:email])
+      redirect_to start_form_completed_path(@template.slug, submitter_params.compact_blank)
     else
-      if @template.submitters.to_a.size > 1 && @submitter.new_record?
+      if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
-        @error_message = 'Not found'
+        @error_message = multiple_submitters_error_message
 
-        return render :show
+        return render :show, status: :unprocessable_content
       end
 
-      assign_submission_attributes(@submitter, @template) if @submitter.new_record?
+      if (is_new_record = @submitter.new_record?)
+        assign_submission_attributes(@submitter, @template)
+
+        Submissions::AssignDefinedSubmitters.call(@submitter.submission)
+      else
+        @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
+      end
+
+      if @template.preferences['shared_link_2fa'] == true
+        handle_require_2fa(@submitter, is_new_record:)
+      elsif @submitter.errors.blank? && @submitter.save
+        enqueue_new_submitter_jobs(@submitter) if is_new_record
 
-      if @submitter.save
         redirect_to submit_form_path(@submitter.slug)
       else
-        render :show
+        render :show, status: :unprocessable_content
       end
     end
   end
 
   def completed
+    return redirect_to start_form_path(@template.slug) if !@template.shared_link? || @template.archived_at?
+
+    submitter_params = params.permit(:name, :email, :phone).tap do |attrs|
+      attrs[:email] = Submissions.normalize_email(attrs[:email])
+    end
+
+    required_fields = @template.preferences.fetch('link_form_fields', ['email'])
+
+    required_params = required_fields.index_with { |key| submitter_params[key] }
+
+    raise ActionController::RoutingError, I18n.t('not_found') if required_params.any? { |_, v| v.blank? } ||
+                                                                 required_params.except('name').compact_blank.blank?
+
     @submitter = Submitter.where(submission: @template.submissions)
                           .where.not(completed_at: nil)
-                          .find_by!(email: params[:email])
+                          .find_by!(required_params.except('name'))
   end
 
   private
 
-  def assign_submission_attributes(submitter, template)
+  def enqueue_new_submitter_jobs(submitter)
-    resubmit_submitter =
+    WebhookUrls.enqueue_events(submitter.submission, 'submission.created')
-      if params[:resubmit].present?
-        Submitter.where(submission: @template.submissions).find_by(slug: params[:resubmit])
-      end
 
+    SearchEntries.enqueue_reindex(submitter)
+
+    return unless submitter.submission.expire_at?
+
+    ProcessSubmissionExpiredJob.perform_at(submitter.submission.expire_at, 'submission_id' => submitter.submission_id)
+  end
+
+  def load_resubmit_submitter
+    @resubmit_submitter =
+      if params[:resubmit].present? && !params[:resubmit].in?([true, 'true'])
+        submitter = Submitter.find_by(slug: params[:resubmit])
+
+        submitter if submitter && can_resubmit?(submitter)
+      end
+  end
+
+  def can_resubmit?(submitter)
+    submitter.completed_at? && submitter.completed_at > 14.days.ago &&
+      %w[api embed mcp].exclude?(submitter.submission.source) &&
+      submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false
+  end
+
+  def authorize_start!
+    is_archived = @template.archived_at? || @template.account.archived_at?
+
+    return redirect_to submit_form_path(@resubmit_submitter.slug) if @resubmit_submitter && is_archived
+    return redirect_to start_form_path(@template.slug) if is_archived
+
+    return if @resubmit_submitter
+    return if @template.shared_link? || (current_user && current_ability.can?(:read, @template))
+
+    Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+    redirect_to start_form_path(@template.slug)
+  end
+
+  def find_or_initialize_submitter(template, submitter_params)
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
+
+    required_params = required_fields.index_with { |key| submitter_params[key] }
+
+    find_params = required_params.except('name')
+
+    submitter = Submitter.new if find_params.compact_blank.blank?
+
+    submitter ||=
+      Submitter
+      .where(submission: template.submissions.where(expire_at: Time.current..)
+                                 .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+      .order(id: :desc)
+      .where(declined_at: nil)
+      .where(external_id: nil)
+      .where(template.preferences['shared_link_2fa'] == true ? {} : { ip: [nil, request.remote_ip] })
+      .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
+      .find_or_initialize_by(find_params)
+
+    submitter.name = required_params['name'] if submitter.new_record?
+
+    unless @resubmit_submitter
+      required_params.each do |key, value|
+        submitter.errors.add(key.to_sym, :blank) if value.blank?
+      end
+    end
+
+    submitter
+  end
+
+  def assign_submission_attributes(submitter, template)
     submitter.assign_attributes(
-      uuid: template.submitters.first['uuid'],
+      uuid: (filter_undefined_submitters(template).first || @template.submitters.first)['uuid'],
       ip: request.remote_ip,
       ua: request.user_agent,
-      values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
+      values: @resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
+      preferences: @resubmit_submitter&.preferences.presence || { 'send_email' => true },
-      metadata: resubmit_submitter&.metadata.presence || {}
+      metadata: @resubmit_submitter&.metadata.presence || {}
     )
 
+    submitter.assign_attributes(@resubmit_submitter.slice(:name, :email, :phone)) if @resubmit_submitter
+
     if submitter.values.present?
-      resubmit_submitter.attachments.each do |attachment|
+      @resubmit_submitter.attachments.each do |attachment|
         submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
       end
     end
@@ -73,20 +179,79 @@ class StartFormController < ApplicationController
     submitter.submission ||= Submission.new(template:,
                                             account_id: template.account_id,
                                             template_submitters: template.submitters,
+                                            expire_at: Templates.build_default_expire_at(template),
+                                            submitters: [submitter],
                                             source: :link)
 
+    Submissions::CreateFromSubmitters.maybe_set_dynamic_documents(submitter.submission)
+
+    submitter.account_id = submitter.submission.account_id
+
     submitter
   end
 
+  def filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
+  end
+
   def submitter_params
+    return { 'email' => current_user.email, 'name' => current_user.full_name } if params[:selfsign]
+    return @resubmit_submitter.slice(:name, :phone, :email) if @resubmit_submitter.present?
+
     params.require(:submitter).permit(:email, :phone, :name).tap do |attrs|
       attrs[:email] = Submissions.normalize_email(attrs[:email])
     end
   end
 
   def load_template
-    slug = params[:slug] || params[:start_form_slug]
+    @template =
+      if @resubmit_submitter
+        @resubmit_submitter.template
+      else
+        Template.find_by!(slug: params[:slug] || params[:start_form_slug])
+      end
+  end
 
-    @template = Template.find_by!(slug:)
+  def multiple_submitters_error_message
+    if current_user&.account_id == @template.account_id
+      helpers.t('this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html')
+    else
+      I18n.t('not_found')
+    end
+  end
+
+  def handle_require_2fa(submitter, is_new_record:)
+    return render :show, status: :unprocessable_content if submitter.errors.present?
+
+    is_otp_verified = Submitters.verify_link_otp!(params[:one_time_code], submitter)
+
+    if cookies.encrypted[:email_2fa_slug] == submitter.slug || is_otp_verified
+      if submitter.save
+        enqueue_new_submitter_jobs(submitter) if is_new_record
+
+        if is_otp_verified
+          SubmissionEvents.create_with_tracking_data(submitter, 'email_verified', request)
+
+          cookies.encrypted[:email_2fa_slug] =
+            { value: submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+        end
+
+        redirect_to submit_form_path(submitter.slug)
+      else
+        render :show, status: :unprocessable_content
+      end
+    else
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render :email_verification
+    end
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  rescue RateLimit::LimitApproached
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: I18n.t(:too_many_attempts)
   end
 end

app/controllers/start_form_email_2fa_send_controller.rb

@@ -0,0 +1,31 @@
+# frozen_string_literal: true
+
+class StartFormEmail2faSendController < ApplicationController
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def create
+    @template = Template.find_by!(slug: params[:slug])
+
+    @submitter = @template.submissions.new(account_id: @template.account_id)
+                          .submitters.new(**submitter_params, account_id: @template.account_id)
+
+    Submitters.send_shared_link_email_verification_code(@submitter, request:)
+
+    redir_params = { notice: I18n.t(:code_has_been_resent) } if params[:resend]
+
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                **redir_params
+  rescue Submitters::UnableToSendCode => e
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  end
+
+  private
+
+  def submitter_params
+    params.require(:submitter).permit(:name, :email, :phone)
+  end
+end

app/controllers/storage_settings_controller.rb

@@ -11,9 +11,9 @@ class StorageSettingsController < ApplicationController
     if @encrypted_config.update(storage_configs)
       LoadActiveStorageConfigs.reload
 
-      redirect_to settings_storage_index_path, notice: 'Changes have been saved'
+      redirect_to settings_storage_index_path, notice: I18n.t('changes_have_been_saved')
     else
-      render :index, status: :unprocessable_entity
+      render :index, status: :unprocessable_content
     end
   end
 

app/controllers/submission_events_controller.rb

@@ -0,0 +1,28 @@
+# frozen_string_literal: true
+
+class SubmissionEventsController < ApplicationController
+  SUBMISSION_EVENT_ICONS = {
+    'view_form' => 'eye',
+    'start_form' => 'player_play',
+    'complete_form' => 'check',
+    'send_email' => 'mail_forward',
+    'click_email' => 'hand_click',
+    'api_complete_form' => 'check',
+    'send_reminder_email' => 'mail_forward',
+    'send_2fa_sms' => '2fa',
+    'send_2fa_email' => '2fa',
+    'send_sms' => 'send',
+    'phone_verified' => 'phone_check',
+    'email_verified' => 'email_check',
+    'click_sms' => 'hand_click',
+    'decline_form' => 'x',
+    'delegate_form' => 'user_share',
+    'start_verification' => 'player_play',
+    'complete_verification' => 'check',
+    'invite_party' => 'user_plus'
+  }.freeze
+
+  load_and_authorize_resource :submission
+
+  def index; end
+end

app/controllers/submissions_archived_controller.rb

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+class SubmissionsArchivedController < ApplicationController
+  load_and_authorize_resource :submission, parent: false
+
+  def index
+    @submissions = @submissions.left_joins(:template)
+    @submissions = @submissions.where.not(archived_at: nil)
+                               .or(@submissions.where.not(templates: { archived_at: nil }))
+                               .preload(:template_accesses, :created_by_user, template: :author)
+
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
+    @submissions = Submissions::Filter.call(@submissions, current_user, params)
+
+    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                   else
+                     @submissions.order(id: :desc)
+                   end
+
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+  end
+end

app/controllers/submissions_controller.rb

@@ -6,9 +6,30 @@ class SubmissionsController < ApplicationController
 
   load_and_authorize_resource :submission, only: %i[show destroy]
 
+  prepend_before_action :maybe_redirect_com, only: %i[show]
+
+  before_action only: :create do
+    authorize!(:create, Submission)
+  end
+
+  FIELD_ICONS = {
+    'text' => 'text_size', 'signature' => 'writing_sign', 'date' => 'calendar_event',
+    'number' => 'square_number_1', 'image' => 'photo', 'initials' => 'letter_case_upper',
+    'file' => 'paperclip', 'select' => 'select', 'checkbox' => 'checkbox', 'radio' => 'circle_dot',
+    'stamp' => 'rubber_stamp', 'cells' => 'columns_3', 'multiple' => 'checks', 'phone' => 'phone_check',
+    'payment' => 'credit_card', 'verification' => 'id', 'kba' => 'user_scan'
+  }.freeze
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
+    unless @submission.submitters.all?(&:completed_at?)
+      ActiveRecord::Associations::Preloader.new(
+        records: [@submission],
+        associations: [{ submitters: :start_form_submission_events }]
+      ).call
+    end
+
     render :show, layout: 'plain'
   end
 
@@ -17,12 +38,11 @@ class SubmissionsController < ApplicationController
   end
 
   def create
-    authorize!(:create, Submission)
+    return redirect_to template_path(@template), alert: I18n.t('template_has_been_archived') if @template.archived_at?
 
-    if params[:is_custom_message] != '1'
+    save_template_message(@template, params) if params[:save_message] == '1'
-      params.delete(:subject)
+
-      params.delete(:body)
+    [params.delete(:subject), params.delete(:body)] if params[:is_custom_message] != '1'
-    end
 
     submissions =
       if params[:emails].present?
@@ -33,30 +53,65 @@ class SubmissionsController < ApplicationController
                                        emails: params[:emails],
                                        params: params.merge('send_completed_email' => true))
       else
-        Submissions.create_from_submitters(template: @template,
+        create_submissions(@template, submissions_params, params)
-                                           user: current_user,
-                                           source: :invite,
-                                           submitters_order: params[:preserve_order] == '1' ? 'preserved' : 'random',
-                                           mark_as_sent: params[:send_email] == '1',
-                                           submissions_attrs: submissions_params[:submission].to_h.values,
-                                           params: params.merge('send_completed_email' => true))
       end
 
+    WebhookUrls.enqueue_events(submissions, 'submission.created')
+
     Submissions.send_signature_requests(submissions)
 
-    redirect_to template_path(@template), notice: 'New recipients have been added'
+    SearchEntries.enqueue_reindex(submissions)
+
+    redirect_to template_path(@template), notice: I18n.t('new_recipients_have_been_added')
+  rescue Submissions::CreateFromSubmitters::BaseError => e
+    render turbo_stream: turbo_stream.replace(:submitters_error, partial: 'submissions/error',
+                                                                 locals: { error: e.message }),
+           status: :unprocessable_content
   end
 
   def destroy
-    @submission.update!(archived_at: Time.current)
+    notice =
+      if params[:permanently].in?(['true', true])
+        @submission.destroy!
 
-    redirect_back(fallback_location: template_path(@submission.template), notice: 'Submission has been archived')
+        I18n.t('submission_has_been_removed')
+      else
+        @submission.update!(archived_at: Time.current)
+
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
+
+        I18n.t('submission_has_been_archived')
+      end
+
+    redirect_back(fallback_location: @submission.template_id ? template_path(@submission.template) : root_path, notice:)
   end
 
   private
 
+  def create_submissions(template, submissions_params, params)
+    submissions_attrs = submissions_params[:submission].to_h.values
+
+    submissions_attrs, _, new_fields =
+      Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_attrs, template, add_fields: true)
+
+    Submissions.create_from_submitters(template: template,
+                                       user: current_user,
+                                       source: :invite,
+                                       submitters_order: params[:preserve_order] == '1' ? 'preserved' : 'random',
+                                       submissions_attrs:,
+                                       new_fields:,
+                                       params: params.merge('send_completed_email' => true))
+  end
+
+  def save_template_message(template, params)
+    template.preferences['request_email_subject'] = params[:subject] if params[:subject].present?
+    template.preferences['request_email_body'] = params[:body] if params[:body].present?
+
+    template.save!
+  end
+
   def submissions_params
-    params.permit(submission: { submitters: [%i[uuid email phone name]] })
+    params.permit(submission: { submitters: [:uuid, :email, :phone, :name, { values: {} }] })
   end
 
   def load_template

app/controllers/submissions_dashboard_controller.rb

@@ -0,0 +1,24 @@
+# frozen_string_literal: true
+
+class SubmissionsDashboardController < ApplicationController
+  load_and_authorize_resource :submission, parent: false
+
+  def index
+    @submissions = @submissions.left_joins(:template)
+
+    @submissions = @submissions.where(archived_at: nil)
+                               .where(templates: { archived_at: nil })
+                               .preload(:template_accesses, :created_by_user, template: :author)
+
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
+    @submissions = Submissions::Filter.call(@submissions, current_user, params)
+
+    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                   else
+                     @submissions.order(id: :desc)
+                   end
+
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+  end
+end

app/controllers/submissions_debug_controller.rb

@@ -9,20 +9,23 @@ class SubmissionsDebugController < ApplicationController
   def index
     @submitter = Submitter.preload({ attachments_attachments: :blob },
                                    submission: { template: { documents_attachments: :blob } })
-                          .find_by(slug: params[:submitter_slug])
+                          .find_by(slug: params[:submit_form_slug])
 
     respond_to do |f|
       f.html do
         render 'submit_form/show'
       end
       f.pdf do
-        if params[:audit]
+        result =
-          Submissions::GenerateAuditTrail.call(@submitter.submission)
+          if params[:audit]
-        else
+            Submissions::GenerateAuditTrail.call(@submitter.submission)
-          Submissions::GenerateResultAttachments.call(@submitter)
+          elsif params[:combined]
-        end
+            Submissions::GenerateCombinedAttachment.call(@submitter)
+          else
+            Submissions::GenerateResultAttachments.call(@submitter)
+          end
 
-        send_data ActiveStorage::Attachment.where(name: params[:audit] ? :audit_trail : :documents).last.download,
+        send_data Array.wrap(result).first.download,
                   filename: 'debug.pdf',
                   disposition: 'inline',
                   type: 'application/pdf'

app/controllers/submissions_download_controller.rb

@@ -1,50 +1,25 @@
 # frozen_string_literal: true
 
 class SubmissionsDownloadController < ApplicationController
-  skip_before_action :authenticate_user!
+  load_and_authorize_resource :submission
-  skip_authorization_check
-
-  TTL = 40.minutes
-  FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
+    last_submitter = @submission.submitters.where.not(completed_at: nil).order(:completed_at).last
 
-    signature_valid =
+    return head :not_found unless last_submitter
-      if submitter&.slug == params[:submitter_slug]
-        true
-      else
-        submitter = nil
-      end
-
-    submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
-
-    Submissions::EnsureResultGenerated.call(submitter)
-
-    last_submitter = submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
 
     Submissions::EnsureResultGenerated.call(last_submitter)
 
-    return head :not_found unless last_submitter.completed_at?
+    if params[:combined] == 'true'
+      url = Submitters.build_combined_url(last_submitter)
 
-    if last_submitter.completed_at < TTL.ago && !signature_valid && !current_user_submitter?(last_submitter)
+      if url
-      Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)
+        render json: [url]
-
+      else
-      return head :not_found
+        head :not_found
-    end
+      end
-
+    else
-    render json: build_urls(last_submitter)
+      render json: Submitters.build_document_urls(last_submitter)
-  end
-
-  private
-
-  def current_user_submitter?(submitter)
-    current_user && current_user.account.submitters.exists?(id: submitter.id)
-  end
-
-  def build_urls(submitter)
-    Submitters.select_attachments_for_download(submitter).map do |attachment|
-      ActiveStorage::Blob.proxy_url(attachment.blob, expires_at: FILES_TTL.minutes.from_now.to_i)
     end
   end
 end

app/controllers/submissions_export_controller.rb

@@ -5,16 +5,22 @@ class SubmissionsExportController < ApplicationController
   load_and_authorize_resource :submission, through: :template, parent: false, only: :index
 
   def index
-    submissions = @submissions.active
+    submissions = params[:archived] == 'true' ? @submissions.archived : @submissions.active
-                              .preload(submitters: { documents_attachments: :blob,
+
-                                                     attachments_attachments: :blob })
+    submissions = submissions.preload(submitters: { documents_attachments: :blob,
-                              .order(id: :asc)
+                                                    attachments_attachments: :blob })
+                             .order(id: :asc)
+
+    submissions = Submissions.search(current_user, submissions, params[:q], search_values: true)
+    submissions = Submissions::Filter.call(submissions, current_user, params)
+
+    expires_at = Accounts.link_expires_at(current_account)
 
     if params[:format] == 'csv'
-      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
+      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format], expires_at:),
                 filename: "#{@template.name}.csv"
     elsif params[:format] == 'xlsx'
-      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format]),
+      send_data Submissions::GenerateExportFiles.call(submissions, format: params[:format], expires_at:),
                 filename: "#{@template.name}.xlsx"
     end
   end

app/controllers/submissions_filters_controller.rb

@@ -0,0 +1,19 @@
+# frozen_string_literal: true
+
+class SubmissionsFiltersController < ApplicationController
+  ALLOWED_NAMES = %w[
+    author
+    folder
+    completed_at
+    status
+    created_at
+  ].freeze
+
+  skip_authorization_check
+
+  def show
+    return head :not_found unless ALLOWED_NAMES.include?(params[:name])
+
+    render params[:name]
+  end
+end

app/controllers/submissions_preview_controller.rb

@@ -1,28 +1,36 @@
 # frozen_string_literal: true
 
 class SubmissionsPreviewController < ApplicationController
+  around_action :with_browser_locale
   skip_before_action :authenticate_user!
   skip_authorization_check
 
+  prepend_before_action :maybe_redirect_com, only: %i[show completed]
+
   TTL = 40.minutes
 
   def show
-    submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
+    @sig_submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
 
     signature_valid =
-      if submitter && submitter.submission.slug == params[:slug]
+      if @sig_submitter && @sig_submitter.submission.slug == params[:slug]
-        @submission = submitter.submission
+        @submission = @sig_submitter.submission
 
         true
+      else
+        @sig_submitter = nil
       end
 
     @submission ||= Submission.find_by!(slug: params[:slug])
 
-    if !@submission.submitters.all?(&:completed_at?) && current_user.blank?
+    raise ActionController::RoutingError, I18n.t('not_found') if @submission.account.archived_at?
-      raise ActionController::RoutingError, 'Not Found'
+
+    if !@submission.submitters.all?(&:completed_at?) && !signature_valid &&
+       (!current_user || !current_ability.can?(:read, @submission))
+      raise ActionController::RoutingError, I18n.t('not_found')
     end
 
-    if !submission_valid_ttl?(@submission) && !signature_valid
+    if use_signature?(@submission) && !signature_valid
       Rollbar.info("TTL: #{@submission.id}") if defined?(Rollbar)
 
       return redirect_to submissions_preview_completed_path(@submission.slug)
@@ -30,20 +38,33 @@ class SubmissionsPreviewController < ApplicationController
 
     @submission = Submissions.preload_with_pages(@submission)
 
-    render 'submissions/show', layout: 'plain'
+    render 'submissions/show', layout: 'plain', locals: { is_preview: true }
   end
 
   def completed
     @submission = Submission.find_by!(slug: params[:submissions_preview_slug])
 
+    raise ActionController::RoutingError, I18n.t('not_found') if @submission.account.archived_at?
+
+    @template = @submission.template
+
     render :completed, layout: 'form'
   end
 
   private
 
-  def submission_valid_ttl?(submission)
+  def use_signature?(submission)
-    return true if current_user && current_user.account.submissions.exists?(id: submission.id)
+    return false if current_user && can?(:read, submission)
+    return true if submission.submitters.any? do |e|
+      e.preferences['require_phone_2fa'] || e.preferences['require_email_2fa']
+    end
+    return true if submission.template&.preferences&.dig('require_phone_2fa')
+    return true if submission.template&.preferences&.dig('require_email_2fa')
 
+    !submission_valid_ttl?(submission)
+  end
+
+  def submission_valid_ttl?(submission)
     last_submitter = submission.submitters.select(&:completed_at?).max_by(&:completed_at)
 
     last_submitter && last_submitter.completed_at > TTL.ago

app/controllers/submissions_preview_download_controller.rb

@@ -0,0 +1,64 @@
+# frozen_string_literal: true
+
+class SubmissionsPreviewDownloadController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  TTL = 40.minutes
+
+  def index
+    @submission = Submission.find_by!(slug: params[:submission_slug] || params[:submissions_preview_slug])
+
+    last_submitter = @submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+
+    return head :not_found unless last_submitter
+
+    Submissions::EnsureResultGenerated.call(last_submitter)
+
+    unless current_user_submission?(@submission)
+      if use_2fa?(@submission)
+        Rollbar.info("2FA download error: #{last_submitter.id}") if defined?(Rollbar)
+
+        return head :not_found
+      end
+
+      if last_submitter.completed_at < TTL.ago
+        Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)
+
+        return head :not_found
+      end
+    end
+
+    if params[:combined] == 'true'
+      respond_with_combined(last_submitter)
+    else
+      render json: Submitters.build_document_urls(last_submitter)
+    end
+  end
+
+  private
+
+  def respond_with_combined(submitter)
+    url = Submitters.build_combined_url(submitter)
+
+    if url
+      render json: [url]
+    else
+      head :not_found
+    end
+  end
+
+  def current_user_submission?(submission)
+    current_user && current_ability.can?(:read, submission)
+  end
+
+  def use_2fa?(submission)
+    return true if submission.submitters.any? do |e|
+      e.preferences['require_phone_2fa'] || e.preferences['require_email_2fa']
+    end
+    return true if submission.template&.preferences&.dig('require_phone_2fa')
+    return true if submission.template&.preferences&.dig('require_email_2fa')
+
+    false
+  end
+end

app/controllers/submissions_resend_email_controller.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+class SubmissionsResendEmailController < ApplicationController
+  load_and_authorize_resource :submission
+
+  before_action do
+    authorize!(:manage, :resend_all)
+    authorize!(:update, @submission)
+  end
+
+  def create
+    submitters = @submission.submitters.reject(&:completed_at?).select { |s| s.email.present? && !s.declined_at? }
+
+    if Docuseal.multitenant?
+      recent_submitter_ids =
+        SubmissionEvent.where(submitter_id: submitters.map(&:id),
+                              event_type: 'send_email',
+                              created_at: 10.hours.ago..Time.current).pluck(:submitter_id).to_set
+
+      submitters = submitters.reject { |s| recent_submitter_ids.include?(s.id) }
+    end
+
+    submitters.each do |submitter|
+      SendSubmitterInvitationEmailJob.perform_async('submitter_id' => submitter.id)
+
+      submitter.sent_at ||= Time.current
+      submitter.save!
+    end
+
+    notice =
+      if submitters.empty?
+        I18n.t('email_has_been_sent_already')
+      else
+        I18n.t('emails_have_been_sent_to_n_recipients', count: submitters.size)
+      end
+
+    redirect_back(fallback_location: submission_path(@submission), notice:)
+  end
+end

app/controllers/submissions_unarchive_controller.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+class SubmissionsUnarchiveController < ApplicationController
+  load_and_authorize_resource :submission
+
+  def create
+    authorize!(:update, @submission)
+
+    @submission.update!(archived_at: nil)
+
+    redirect_to submission_path(@submission), notice: I18n.t('submission_has_been_unarchived')
+  end
+end

app/controllers/submit_form_completed_download_controller.rb

@@ -0,0 +1,70 @@
+# frozen_string_literal: true
+
+class SubmitFormCompletedDownloadController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  TTL = 40.minutes
+  FILES_TTL = 5.minutes
+
+  def index
+    @submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
+
+    signature_valid =
+      if @submitter&.slug == submitter_slug
+        true
+      else
+        @submitter = nil
+      end
+
+    @submitter ||= Submitter.find_by!(slug: submitter_slug)
+
+    Submissions::EnsureResultGenerated.call(@submitter)
+
+    last_submitter = @submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+
+    return head :not_found unless last_submitter
+
+    Submissions::EnsureResultGenerated.call(last_submitter)
+
+    if !signature_valid && !current_user_submitter?(last_submitter)
+      unless Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+        Rollbar.info("2FA download error: #{last_submitter.id}") if defined?(Rollbar)
+
+        return head :not_found
+      end
+
+      if last_submitter.completed_at < TTL.ago
+        Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)
+
+        return head :not_found
+      end
+    end
+
+    if params[:combined] == 'true'
+      respond_with_combined(last_submitter)
+    else
+      render json: Submitters.build_document_urls(last_submitter)
+    end
+  end
+
+  private
+
+  def submitter_slug
+    params[:submit_form_slug] || params[:submitter_slug] || params[:submitter_id]
+  end
+
+  def respond_with_combined(submitter)
+    url = Submitters.build_combined_url(submitter)
+
+    if url
+      render json: [url]
+    else
+      head :not_found
+    end
+  end
+
+  def current_user_submitter?(submitter)
+    current_user && current_ability.can?(:read, submitter)
+  end
+end

app/controllers/submit_form_controller.rb

@@ -3,62 +3,136 @@
 class SubmitFormController < ApplicationController
   layout 'form'
 
-  around_action :with_browser_locale, only: %i[show completed success]
+  around_action :with_browser_locale, only: %i[show completed success delegated]
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  PRELOAD_ALL_PAGES_AMOUNT = 200
+  before_action :load_submitter, only: %i[show update completed]
+  before_action :maybe_redirect_delegated, only: %i[show completed]
+  before_action :maybe_render_locked_page, only: :show
+  before_action :maybe_require_link_2fa, only: %i[show]
+
+  CONFIG_KEYS = [].freeze
 
   def show
-    @submitter = Submitter.find_by!(slug: params[:slug])
+    submission = @submitter.submission
 
+    return render :email_2fa unless Submitters::AuthorizedForForm.pass_email_2fa?(@submitter, request)
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
 
-    ActiveRecord::Associations::Preloader.new(
+    @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
-      records: [@submitter],
-      associations: [submission: [:template, { template_schema_documents: :blob }]]
-    ).call
 
-    total_pages =
+    return render :awaiting if (@form_configs[:enforce_signing_order] ||
-      @submitter.submission.template_schema_documents.sum { |e| e.metadata.dig('pdf', 'number_of_pages').to_i }
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
+                               !Submitters.current_submitter_order?(@submitter)
 
-    if total_pages < PRELOAD_ALL_PAGES_AMOUNT
+    Submissions.preload_with_pages(submission)
-      ActiveRecord::Associations::Preloader.new(
-        records: @submitter.submission.template_schema_documents,
-        associations: [:blob, { preview_images_attachments: :blob }]
-      ).call
-    end
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
-    cookies[:submitter_sid] = @submitter.signed_id
+    @attachments_index = build_attachments_index(submission)
 
-    render(@submitter.submission.template.archived_at? || @submitter.submission.archived_at? ? :archived : :show)
+    return unless @form_configs[:prefill_signature]
+
+    if (user_signature = UserConfigs.load_signature(current_user))
+      @signature_attachment = ActiveStorage::Attachment.find_or_create_by!(
+        blob_id: user_signature.blob_id,
+        name: 'attachments',
+        record: @submitter
+      )
+    end
+
+    @signature_attachment ||=
+      Submitters::MaybeAssignDefaultBrowserSignature.call(@submitter, params, cookies, @attachments_index.values)
+
+    @attachments_index[@signature_attachment.uuid] = @signature_attachment if @signature_attachment
   end
 
   def update
-    submitter = Submitter.find_by!(slug: params[:slug])
+    unless Submitters::AuthorizedForForm.call(@submitter, current_user, request)
-
+      return render json: { error: I18n.t('verification_required_refresh_the_page_and_pass_2fa') },
-    if submitter.completed_at?
+                    status: :unprocessable_content
-      return render json: { error: 'Form has been completed already.' }, status: :unprocessable_entity
     end
 
-    if submitter.template.archived_at? || submitter.submission.archived_at?
+    if @submitter.completed_at?
-      Rollbar.info("Archived template: #{submitter.template.id}") if defined?(Rollbar)
+      return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_content
-
-      return render json: { error: 'Form has been archived.' }, status: :unprocessable_entity
     end
 
-    Submitters::SubmitValues.call(submitter, params, request)
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
+      return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
+    end
+
+    if @submitter.submission.expired?
+      return render json: { error: I18n.t('form_has_been_expired') }, status: :unprocessable_content
+    end
+
+    if @submitter.declined_at?
+      return render json: { error: I18n.t('form_has_been_declined') },
+                    status: :unprocessable_content
+    end
+
+    Submitters::SubmitValues.call(@submitter, params, request)
 
     head :ok
+  rescue Submitters::SubmitValues::RequiredFieldError => e
+    Rollbar.warning("Required field #{@submitter.id}: #{e.message}") if defined?(Rollbar)
+
+    render json: { field_uuid: e.message }, status: :unprocessable_content
   rescue Submitters::SubmitValues::ValidationError => e
-    render json: { error: e.message }, status: :unprocessable_entity
+    Rollbar.warning("Validation error #{@submitter.id}: #{e.message}") if defined?(Rollbar)
+
+    render json: { error: e.message }, status: :unprocessable_content
   end
 
   def completed
-    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+    raise ActionController::RoutingError, I18n.t('not_found') if @submitter.account.archived_at?
+
+    return if Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+
+    redirect_to submit_form_path(params[:submit_form_slug])
   end
 
   def success; end
+
+  def delegated
+    submitter_version = SubmitterVersion.find_by!(slug: params[:slug] || params[:submit_form_slug])
+
+    @submitter = submitter_version.submitter
+  end
+
+  private
+
+  def maybe_require_link_2fa
+    return if Submitters::AuthorizedForForm.pass_link_2fa?(@submitter, current_user, request)
+
+    redirect_to start_form_path(@submitter.submission.template.slug)
+  end
+
+  def maybe_render_locked_page
+    return render :archived if @submitter.submission.template&.archived_at? ||
+                               @submitter.submission.archived_at? ||
+                               @submitter.account.archived_at?
+    return render :expired if @submitter.submission.expired?
+
+    render :declined if @submitter.declined_at?
+  end
+
+  def maybe_redirect_delegated
+    return if @submitter
+
+    submitter_version = SubmitterVersion.find_by!(slug: params[:slug] || params[:submit_form_slug])
+
+    submitter_version.submitter.submission_events.find_by!(event_type: :delegate_form)
+
+    redirect_to submit_form_delegated_path(submitter_version.slug)
+  end
+
+  def load_submitter
+    @submitter = Submitter.find_by(slug: params[:slug] || params[:submit_form_slug])
+  end
+
+  def build_attachments_index(submission)
+    ActiveStorage::Attachment.where(record: submission.submitters, name: :attachments)
+                             .preload(:blob).index_by(&:uuid)
+  end
 end

app/controllers/submit_form_decline_controller.rb

@@ -0,0 +1,46 @@
+# frozen_string_literal: true
+
+class SubmitFormDeclineController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  before_action :load_submitter
+
+  def create
+    return redirect_to submit_form_path(@submitter.slug) if declining_disabled? ||
+                                                            @submitter.declined_at? ||
+                                                            @submitter.completed_at? ||
+                                                            @submitter.submission.archived_at? ||
+                                                            @submitter.submission.expired? ||
+                                                            @submitter.submission.template&.archived_at? ||
+                                                            !Submitters::AuthorizedForForm.call(@submitter,
+                                                                                                current_user,
+                                                                                                request)
+
+    ApplicationRecord.transaction do
+      @submitter.update!(declined_at: Time.current)
+
+      SubmissionEvents.create_with_tracking_data(@submitter, 'decline_form', request, { reason: params[:reason] })
+    end
+
+    user = @submitter.submission.created_by_user || @submitter.template.author
+
+    if user.user_configs.find_by(key: UserConfig::RECEIVE_DECLINED_EMAIL)&.value != false
+      SubmitterMailer.declined_email(@submitter, user).deliver_later!
+    end
+
+    WebhookUrls.enqueue_events(@submitter, 'form.declined')
+
+    redirect_to submit_form_path(@submitter.slug)
+  end
+
+  private
+
+  def declining_disabled?
+    @submitter.account.account_configs.find_by(key: AccountConfig::ALLOW_TO_DECLINE_KEY)&.value == false
+  end
+
+  def load_submitter
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+  end
+end

app/controllers/submit_form_delegate_controller.rb

@@ -0,0 +1,47 @@
+# frozen_string_literal: true
+
+class SubmitFormDelegateController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  before_action :load_submitter
+
+  def create
+    return redirect_to submit_form_path(@submitter.slug) if @submitter.declined_at? ||
+                                                            @submitter.completed_at? ||
+                                                            @submitter.submission.archived_at? ||
+                                                            @submitter.submission.expired? ||
+                                                            @submitter.submission.template&.archived_at? ||
+                                                            !Submitters::AuthorizedForForm.call(@submitter,
+                                                                                                current_user,
+                                                                                                request)
+
+    @submitter.account.account_configs.find_by!(key: AccountConfig::ALLOW_TO_DELEGATE_KEY, value: true)
+
+    email = Submissions.normalize_email(params[:email])
+
+    return redirect_to submit_form_path(@submitter.slug) if email.blank?
+
+    old_slug = @submitter.slug
+
+    ApplicationRecord.transaction do
+      @submitter.submitter_versions.create!(slug: old_slug, email: @submitter.email,
+                                            name: @submitter.name, phone: @submitter.phone)
+
+      SubmissionEvents.create_with_tracking_data(@submitter, 'delegate_form', request,
+                                                 { old_email: @submitter.email, email: })
+
+      @submitter.update!(email:, phone: nil, name: nil, slug: SecureRandom.base58(14))
+    end
+
+    SendSubmitterInvitationEmailJob.perform_async('submitter_id' => @submitter.id)
+
+    redirect_to submit_form_delegated_path(old_slug)
+  end
+
+  private
+
+  def load_submitter
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+  end
+end

app/controllers/submit_form_download_controller.rb

@@ -0,0 +1,41 @@
+# frozen_string_literal: true
+
+class SubmitFormDownloadController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  FILES_TTL = 5.minutes
+
+  def index
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    return redirect_to submit_form_documents_path(@submitter.slug) if @submitter.completed_at?
+
+    return head :unprocessable_content if @submitter.declined_at? ||
+                                          @submitter.submission.archived_at? ||
+                                          @submitter.submission.expired? ||
+                                          @submitter.submission.template&.archived_at? ||
+                                          AccountConfig.exists?(account_id: @submitter.account_id,
+                                                                key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,
+                                                                value: false) ||
+                                          !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+
+    last_completed_submitter = @submitter.submission.submitters
+                                         .where.not(id: @submitter.id)
+                                         .where.not(completed_at: nil)
+                                         .max_by(&:completed_at)
+
+    attachments =
+      if last_completed_submitter
+        Submitters.select_attachments_for_download(last_completed_submitter)
+      else
+        @submitter.submission.schema_documents.preload(:blob)
+      end
+
+    urls = attachments.map do |attachment|
+      ActiveStorage::Blob.proxy_path(attachment.blob, expires_at: FILES_TTL.from_now.to_i)
+    end
+
+    render json: urls
+  end
+end

app/controllers/submit_form_draw_signature_controller.rb

@@ -0,0 +1,22 @@
+# frozen_string_literal: true
+
+class SubmitFormDrawSignatureController < ApplicationController
+  layout false
+
+  around_action :with_browser_locale, only: %i[show]
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def show
+    @submitter = Submitter.find_by!(slug: params[:slug])
+
+    return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
+
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at? ||
+       !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+      return redirect_to submit_form_path(@submitter.slug)
+    end
+
+    render :show
+  end
+end

app/controllers/submit_form_email_2fas_controller.rb

@@ -0,0 +1,52 @@
+# frozen_string_literal: true
+
+class SubmitFormEmail2fasController < ApplicationController
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  before_action :load_submitter
+
+  COOKIES_TTL = 12.hours
+  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
+
+  def create
+    RateLimit.call("verify-2fa-code-#{@submitter.id}", limit: 2, ttl: 45.seconds, enabled: true)
+
+    value = [@submitter.email.downcase.strip, @submitter.slug].join(':')
+
+    if EmailVerificationCodes.verify(params[:one_time_code].to_s.gsub(/\D/, ''), value)
+      SubmissionEvents.create_with_tracking_data(@submitter, 'email_verified', request, { email: @submitter.email })
+
+      cookies.encrypted[:email_2fa_slug] =
+        { value: @submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+
+      redirect_to submit_form_path(@submitter.slug)
+    else
+      redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:invalid_code)
+    end
+  rescue RateLimit::LimitApproached
+    redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:too_many_attempts)
+  end
+
+  def update
+    if @submitter.submission_events.where(event_type: 'send_2fa_email').exists?(created_at: 15.seconds.ago..)
+      return redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:rate_limit_exceeded)
+    end
+
+    RateLimit.call("send-email-code-#{@submitter.id}", limit: 2, ttl: 45.seconds, enabled: true)
+
+    SendSubmitterVerificationEmailJob.perform_async('submitter_id' => @submitter.id, 'locale' => I18n.locale.to_s)
+
+    redir_params = params[:resend] ? { alert: I18n.t(:code_has_been_resent) } : {}
+
+    redirect_to submit_form_path(@submitter.slug, status: :sent), **redir_params
+  rescue RateLimit::LimitApproached
+    redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:too_many_attempts)
+  end
+
+  def load_submitter
+    @submitter = Submitter.find_by!(slug: params[:submitter_slug])
+  end
+end

app/controllers/submit_form_invite_controller.rb

@@ -0,0 +1,63 @@
+# frozen_string_literal: true
+
+class SubmitFormInviteController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def create
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    return head :unprocessable_content unless can_invite?(@submitter)
+
+    invite_submitters = filter_invite_submitters(@submitter, 'invite_by_uuid')
+    optional_invite_submitters = filter_invite_submitters(@submitter, 'optional_invite_by_uuid')
+
+    ApplicationRecord.transaction do
+      (invite_submitters + optional_invite_submitters).each do |item|
+        attrs = submitters_attributes.find { |e| e[:uuid] == item['uuid'] }
+
+        next unless attrs
+        next if attrs[:email].blank?
+
+        email = Submissions.normalize_email(attrs[:email])
+
+        @submitter.submission.submitters.create!(uuid: attrs[:uuid], email:, account_id: @submitter.account_id)
+
+        SubmissionEvents.create_with_tracking_data(@submitter, 'invite_party', request, { uuid: @submitter.uuid })
+      end
+
+      @submitter.submission.update!(submitters_order: :preserved)
+    end
+
+    @submitter.submission.submitters.reload
+
+    if invite_submitters.all? { |s| @submitter.submission.submitters.any? { |e| e.uuid == s['uuid'] } }
+      Submitters::SubmitValues.call(@submitter, ActionController::Parameters.new(completed: 'true'), request)
+
+      head :ok
+    else
+      head :unprocessable_content
+    end
+  end
+
+  private
+
+  def can_invite?(submitter)
+    !submitter.declined_at? &&
+      !submitter.completed_at? &&
+      !submitter.submission.archived_at? &&
+      !submitter.submission.expired? &&
+      !submitter.submission.template&.archived_at? &&
+      Submitters::AuthorizedForForm.call(submitter, current_user, request)
+  end
+
+  def filter_invite_submitters(submitter, key = 'invite_by_uuid')
+    (submitter.submission.template_submitters || submitter.submission.template.submitters).select do |s|
+      s[key] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] }
+    end
+  end
+
+  def submitters_attributes
+    params.require(:submission).permit(submitters: [%i[uuid email]]).fetch(:submitters, [])
+  end
+end

app/controllers/submit_form_metadata_controller.rb

@@ -0,0 +1,37 @@
+# frozen_string_literal: true
+
+class SubmitFormMetadataController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def index
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    return head :not_found if @submitter.declined_at? ||
+                              @submitter.completed_at? ||
+                              @submitter.submission.archived_at? ||
+                              @submitter.submission.expired? ||
+                              @submitter.submission.template&.archived_at? ||
+                              @submitter.account.archived_at? ||
+                              !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+
+    submission = @submitter.submission
+    values = submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) }
+    schema = Submissions.filtered_conditions_schema(submission, values:, include_submitter_uuid: @submitter.uuid)
+
+    documents = schema.filter_map do |item|
+      submission.schema_documents.find { |a| a.uuid == item['attachment_uuid'] }
+    end
+
+    ActiveRecord::Associations::Preloader.new(records: documents, associations: %i[blob record]).call
+
+    text_runs = documents.to_h do |document|
+      [
+        document.uuid,
+        DocumentMetadatas.find_or_create_for_document(document, account_id: document.record.account_id).text_runs
+      ]
+    end
+
+    render json: { text_runs: }
+  end
+end

app/controllers/submit_form_values_controller.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+class SubmitFormValuesController < ApplicationController
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  def index
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    return render json: {} if @submitter.completed_at? ||
+                              @submitter.declined_at? ||
+                              @submitter.submission.template&.archived_at? ||
+                              @submitter.submission.archived_at? ||
+                              @submitter.submission.expired? ||
+                              !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+
+    value = @submitter.values[params['field_uuid']]
+    attachment = @submitter.attachments.where(created_at: params[:after]..).find_by(uuid: value) if value.present?
+
+    render json: {
+      value:,
+      attachment: attachment&.as_json(only: %i[uuid created_at], methods: %i[url filename content_type])
+    }
+  end
+end

app/controllers/submitters_autocomplete_controller.rb

@@ -0,0 +1,47 @@
+# frozen_string_literal: true
+
+class SubmittersAutocompleteController < ApplicationController
+  load_and_authorize_resource :submitter, parent: false
+
+  SELECT_COLUMNS = %w[email phone name].freeze
+  LIMIT = 100
+
+  def index
+    field = SELECT_COLUMNS.find { |c| c == params[:field] }
+
+    submitters = search_submitters(@submitters, field)
+
+    arel_columns = SELECT_COLUMNS.map { |col| Submitter.arel_table[col] }
+
+    values =
+      if field
+        max_ids = submitters.group(field).limit(LIMIT).select(Submitter.arel_table[:id].maximum)
+
+        submitters.where(id: max_ids).order(id: :desc).pluck(arel_columns)
+      else
+        submitters.limit(LIMIT).group(arel_columns).pluck(arel_columns)
+      end
+
+    attrs = values.map { |row| SELECT_COLUMNS.zip(row).to_h }
+
+    render json: attrs
+  end
+
+  private
+
+  def search_submitters(submitters, field)
+    if field
+      if Docuseal.fulltext_search?
+        Submitters.fulltext_search_field(current_user, submitters, params[:q], field)
+      else
+        column = Submitter.arel_table[field.to_sym]
+
+        term = "#{params[:q].downcase}%"
+
+        submitters.where(column.matches(term))
+      end
+    else
+      Submitters.search(current_user, submitters, params[:q])
+    end
+  end
+end

app/controllers/submitters_controller.rb

@@ -0,0 +1,88 @@
+# frozen_string_literal: true
+
+class SubmittersController < ApplicationController
+  load_and_authorize_resource :submitter, only: %i[edit update]
+
+  def edit
+    @submitter_email_message =
+      if @submitter.preferences['email_message_uuid'].present?
+        @submitter.account.email_messages.find_by(uuid: @submitter.preferences['email_message_uuid'])
+      end
+  end
+
+  def update
+    submission = @submitter.submission
+
+    unless submitter_editable?(submission)
+      return redirect_back fallback_location: submission_path(submission), alert: I18n.t('submitter_cannot_be_updated')
+    end
+
+    if submitter_params.values.all?(&:blank?)
+      return redirect_back fallback_location: submission_path(submission),
+                           alert: I18n.t('at_least_one_field_must_be_filled')
+    end
+
+    if params[:is_custom_message] != '1'
+      params.delete(:subject)
+      params.delete(:body)
+    end
+
+    submitter_preferences = Submitters.normalize_preferences(@submitter.account, current_user, params)
+
+    if submitter_preferences.key?('email_message_uuid')
+      @submitter.preferences['email_message_uuid'] = submitter_preferences['email_message_uuid']
+    end
+
+    assign_submitter_attrs(@submitter, submitter_params)
+
+    if @submitter.save
+      maybe_resend_email_sms(@submitter, params)
+
+      SearchEntries.enqueue_reindex(@submitter)
+
+      redirect_back fallback_location: submission_path(submission), notice: I18n.t('changes_have_been_saved')
+    else
+      redirect_back fallback_location: submission_path(submission), alert: I18n.t('unable_to_save')
+    end
+  end
+
+  private
+
+  def submitter_editable?(submission)
+    !@submitter.submission_events.exists?(event_type: 'start_form') &&
+      !@submitter.completed_at? && !@submitter.declined_at? &&
+      !submission.archived_at? && !submission.expired? && !submission.template&.archived_at?
+  end
+
+  def maybe_resend_email_sms(submitter, params)
+    if params[:send_email] == '1' && submitter.email.present?
+      is_sent_recently = Docuseal.multitenant? &&
+                         EmailEvent.exists?(email: submitter.email,
+                                            tag: 'submitter_invitation',
+                                            emailable: submitter,
+                                            event_type: 'send',
+                                            created_at: 4.hours.ago..Time.current)
+
+      SendSubmitterInvitationEmailJob.perform_async('submitter_id' => submitter.id) unless is_sent_recently
+    end
+
+    return if submitter.phone.blank?
+    return unless params[:send_sms] == '1'
+
+    SendSubmitterInvitationSmsJob.perform_async('submitter_id' => submitter.id)
+  end
+
+  def assign_submitter_attrs(submitter, attrs)
+    submitter.phone = attrs[:phone].to_s.gsub(/[^0-9+]/, '') if attrs.key?(:phone)
+
+    submitter.email = Submissions.normalize_email(attrs[:email]) if attrs.key?(:email)
+
+    submitter.name = attrs[:name] if attrs.key?(:name)
+
+    submitter
+  end
+
+  def submitter_params
+    params.require(:submitter).permit(:email, :name, :phone).transform_values(&:strip)
+  end
+end

app/controllers/submitters_download_controller.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+class SubmittersDownloadController < ApplicationController
+  load_and_authorize_resource :submitter
+
+  def index
+    Submissions::EnsureResultGenerated.call(@submitter)
+
+    render json: Submitters.build_document_urls(@submitter)
+  end
+end

app/controllers/submitters_resubmit_controller.rb

@@ -0,0 +1,66 @@
+# frozen_string_literal: true
+
+class SubmittersResubmitController < ApplicationController
+  load_and_authorize_resource :submitter, parent: false
+
+  def update
+    return redirect_to submit_form_path(slug: @submitter.slug) if @submitter.email != current_user.email
+    return redirect_to submit_form_path(slug: @submitter.slug) if @submitter.completed_at.blank? ||
+                                                                  @submitter.completed_at < 1.month.ago
+
+    submission = @submitter.account.submissions.new(created_by_user: current_user,
+                                                    submitters_order: :preserved,
+                                                    **@submitter.submission.slice(:template_fields,
+                                                                                  :account_id,
+                                                                                  :name,
+                                                                                  :template_id,
+                                                                                  :template_schema,
+                                                                                  :template_submitters,
+                                                                                  :preferences))
+
+    @submitter.submission.submitters.each do |submitter|
+      new_submitter = submission.submitters.new(submitter.slice(:uuid, :email, :phone, :name,
+                                                                :preferences, :metadata, :account_id))
+
+      next unless submitter.uuid == @submitter.uuid
+
+      assign_submitter_values(new_submitter, submitter)
+
+      @new_submitter ||= new_submitter
+    end
+
+    submission.save!
+
+    @submitter.submission.documents_attachments.each do |attachment|
+      submission.documents_attachments.create!(uuid: attachment.uuid, blob_id: attachment.blob_id)
+    end
+
+    redirect_to submit_form_path(slug: @new_submitter.slug)
+  end
+
+  private
+
+  def assign_submitter_values(new_submitter, submitter)
+    attachments_index = submitter.attachments.index_by(&:uuid)
+
+    submitter.submission.template_fields.each do |field|
+      next if field['submitter_uuid'] != submitter.uuid
+      next if field['default_value'] == '{{date}}'
+      next if field['type'] == 'stamp'
+      next if field['type'] == 'signature'
+      next if field.dig('preferences', 'formula').present?
+
+      value = submitter.values[field['uuid']]
+
+      next if value.blank?
+
+      if field['type'].in?(%w[image file initials])
+        Array.wrap(value).each do |attachment_uuid|
+          new_submitter.attachments << attachments_index[attachment_uuid].dup
+        end
+      end
+
+      new_submitter.values[field['uuid']] = value
+    end
+  end
+end

app/controllers/submitters_send_email_controller.rb

@@ -1,21 +1,25 @@
 # frozen_string_literal: true
 
 class SubmittersSendEmailController < ApplicationController
-  load_and_authorize_resource :submitter, id_param: :submitter_slug, find_by: :slug
+  load_and_authorize_resource :submitter
 
   def create
+    authorize!(:update, @submitter)
+
     if Docuseal.multitenant? && SubmissionEvent.exists?(submitter: @submitter,
                                                         event_type: 'send_email',
-                                                        created_at: 24.hours.ago..Time.current)
+                                                        created_at: 10.hours.ago..Time.current)
+      Rollbar.warning("Already sent: #{@submitter.id}") if defined?(Rollbar)
+
       return redirect_back(fallback_location: submission_path(@submitter.submission),
-                           alert: 'Email has been sent already.')
+                           alert: I18n.t('email_has_been_sent_already'))
     end
 
-    SendSubmitterInvitationEmailJob.perform_later('submitter_id' => @submitter.id)
+    SendSubmitterInvitationEmailJob.perform_async('submitter_id' => @submitter.id)
 
     @submitter.sent_at ||= Time.current
     @submitter.save!
 
-    redirect_back(fallback_location: submission_path(@submitter.submission), notice: 'Email has been sent')
+    redirect_back(fallback_location: submission_path(@submitter.submission), notice: I18n.t('email_has_been_sent'))
   end
 end

app/controllers/template_documents_controller.rb

@@ -0,0 +1,41 @@
+# frozen_string_literal: true
+
+class TemplateDocumentsController < ApplicationController
+  load_and_authorize_resource :template
+
+  FILES_TTL = 5.minutes
+
+  def index
+    render json: @template.schema_documents.map { |d| ActiveStorage::Blob.proxy_path(d.blob, expires_at: FILES_TTL.from_now.to_i) }
+  end
+
+  def create
+    authorize!(:update, @template)
+
+    if params[:blobs].blank? && params[:files].blank?
+      return render json: { error: I18n.t('file_is_missing') }, status: :unprocessable_content
+    end
+
+    old_fields_hash = @template.fields.hash
+
+    documents, = Templates::CreateAttachments.call(@template, params, extract_fields: true)
+
+    schema = documents.map do |doc|
+      { attachment_uuid: doc.uuid, name: doc.filename.base }
+    end
+
+    render json: {
+      schema:,
+      fields: old_fields_hash == @template.fields.hash ? nil : @template.fields,
+      submitters: old_fields_hash == @template.fields.hash ? nil : @template.submitters,
+      documents: documents.as_json(
+        methods: %i[metadata signed_key],
+        include: {
+          preview_images: { methods: %i[url metadata filename] }
+        }
+      )
+    }
+  rescue Templates::CreateAttachments::PdfEncrypted
+    render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_content
+  end
+end

app/controllers/template_documents_crop_controller.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+class TemplateDocumentsCropController < ApplicationController
+  load_and_authorize_resource :template
+  before_action :load_attachment
+
+  rescue_from Leptonica::LeptonicaError do
+    render json: { error: I18n.t(:unable_to_save) }, status: :unprocessable_content
+  end
+
+  def index
+    render json: { corners: Leptonica.detect_document_corners(@attachment.download) }
+  end
+
+  def create
+    authorize!(:update, @template)
+
+    document = Templates::CreateDocumentCrop.call(@template, @attachment, crop_params)
+
+    render json: {
+      document: document.as_json(
+        methods: %i[metadata signed_key],
+        include: {
+          preview_images: { methods: %i[url metadata filename] }
+        }
+      )
+    }
+  end
+
+  private
+
+  def load_attachment
+    @attachment = @template.documents_attachments.find_by!(uuid: params[:attachment_uuid])
+  end
+
+  def crop_params
+    params.permit(:scan, :rotate, :flip_h, :flip_v, corners: [%i[x y]])
+  end
+end

app/controllers/template_documents_modify_controller.rb

@@ -0,0 +1,32 @@
+# frozen_string_literal: true
+
+class TemplateDocumentsModifyController < ApplicationController
+  load_and_authorize_resource :template
+
+  def create
+    authorize!(:update, @template)
+
+    documents_layout =
+      params.require(:documents).map do |item|
+        item.permit(:attachment_uuid,
+                    pages: [:attachment_uuid, :page, :rotate,
+                            { redact: [%i[x y w h color]], replaced_page: %i[attachment_uuid page] }]).to_h
+      end
+
+    Templates::ModifyDocuments.call(@template, documents_layout)
+
+    render json: {
+      schema: @template.schema,
+      fields: @template.fields,
+      submitters: @template.submitters,
+      documents: @template.schema_documents.reload.preload(:blob, preview_images_attachments: :blob).as_json(
+        methods: %i[metadata signed_key],
+        include: {
+          preview_images: { methods: %i[url metadata filename] }
+        }
+      )
+    }
+  rescue Templates::ModifyDocuments::InvalidLayout
+    render json: { error: I18n.t(:unable_to_save) }, status: :unprocessable_content
+  end
+end

app/controllers/template_documents_page_objects_controller.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+class TemplateDocumentsPageObjectsController < ApplicationController
+  load_and_authorize_resource :template
+
+  def index
+    attachment = @template.documents_attachments.find_by!(uuid: params[:attachment_uuid])
+
+    render json: Templates::ModifyDocuments.page_objects(attachment, params[:page].to_i)
+  end
+end

app/controllers/template_folders_autocomplete_controller.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+class TemplateFoldersAutocompleteController < ApplicationController
+  load_and_authorize_resource :template_folder, parent: false
+
+  LIMIT = 30
+
+  def index
+    parent_name, name =
+      if params[:parent_name].present?
+        [params[:parent_name], params[:q]]
+      else
+        params[:q].to_s.split(' /', 2).map(&:squish)
+      end
+
+    if name
+      parent_folder = @template_folders.find_by(name: parent_name, parent_folder_id: nil)
+    else
+      name = parent_name
+    end
+
+    template_folders = TemplateFolders.filter_active_folders(@template_folders.where(parent_folder:),
+                                                             Template.accessible_by(current_ability))
+
+    name = name.to_s.downcase
+
+    template_folders = TemplateFolders.search(template_folders, name).order(id: :desc).limit(LIMIT)
+
+    render json: template_folders.preload(:parent_folder)
+                                 .sort_by { |e| e.name.downcase.index(name) || Float::MAX }
+                                 .as_json(only: %i[name archived_at], methods: %i[full_name])
+  end
+end

app/controllers/template_folders_controller.rb

@@ -3,11 +3,41 @@
 class TemplateFoldersController < ApplicationController
   load_and_authorize_resource :template_folder
 
-  def show
+  helper_method :selected_order
-    @templates = @template_folder.templates.active.preload(:author).order(id: :desc)
-    @templates = Templates.search(@templates, params[:q])
 
-    @pagy, @templates = pagy(@templates, items: 12)
+  TEMPLATES_PER_PAGE = 12
+  FOLDERS_PER_PAGE = 18
+
+  def show
+    @templates = Template.active.accessible_by(current_ability)
+                         .where(folder: [@template_folder, *(params[:q].present? ? @template_folder.subfolders : [])])
+                         .preload(:author, :template_accesses)
+
+    @template_folders =
+      @template_folder.subfolders.where(id: Template.accessible_by(current_ability).active.select(:folder_id))
+
+    @template_folders = TemplateFolders.search(@template_folders, params[:q])
+    @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
+
+    if @templates.exists?
+      @templates = Templates.search(current_user, @templates, params[:q])
+      @templates = Templates::Order.call(@templates, current_user, selected_order)
+
+      limit =
+        if @template_folders.size < 4
+          TEMPLATES_PER_PAGE
+        else
+          (@template_folders.size < 7 ? 9 : 6)
+        end
+
+      @pagy, @templates = pagy_auto(@templates, limit:)
+
+      load_related_submissions if params[:q].present? && @templates.blank?
+    else
+      @pagy, @template_folders = pagy(@template_folders, limit: FOLDERS_PER_PAGE)
+
+      @templates = @templates.none
+    end
   end
 
   def edit; end
@@ -15,15 +45,42 @@ class TemplateFoldersController < ApplicationController
   def update
     if @template_folder != current_account.default_template_folder &&
        @template_folder.update(template_folder_params)
-      redirect_to folder_path(@template_folder), notice: 'Folder name has been updated'
+      redirect_to folder_path(@template_folder), notice: I18n.t('folder_name_has_been_updated')
     else
-      redirect_to folder_path(@template_folder), alert: 'Unable to rename folder'
+      redirect_to folder_path(@template_folder), alert: I18n.t('unable_to_rename_folder')
     end
   end
 
   private
 
+  def selected_order
+    @selected_order ||=
+      if cookies.permanent[:dashboard_templates_order].blank? ||
+         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
+        'created_at'
+      else
+        cookies.permanent[:dashboard_templates_order]
+      end
+  end
+
   def template_folder_params
     params.require(:template_folder).permit(:name)
   end
+
+  def load_related_submissions
+    @related_submissions =
+      Submission.accessible_by(current_ability)
+                .where(archived_at: nil)
+                .where(template_id: current_account.templates.active
+                                                   .where(folder: [@template_folder, *@template_folder.subfolders])
+                                                   .select(:id))
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+  end
 end

app/controllers/templates_archived_controller.rb

@@ -4,9 +4,27 @@ class TemplatesArchivedController < ApplicationController
   load_and_authorize_resource :template, parent: false
 
   def index
-    @templates = @templates.where.not(archived_at: nil).preload(:author, :folder).order(id: :desc)
+    @templates = @templates.where.not(archived_at: nil)
-    @templates = Templates.search(@templates, params[:q])
+                           .preload(:author, :template_accesses, folder: :parent_folder)
+                           .order(id: :desc)
 
-    @pagy, @templates = pagy(@templates, items: 12)
+    @templates = Templates.search(current_user, @templates, params[:q])
+
+    @pagy, @templates = pagy_auto(@templates, limit: 12)
+
+    return unless params[:q].present? && @templates.blank?
+
+    @related_submissions =
+      Submission.accessible_by(current_ability)
+                .joins(:template)
+                .where.not(templates: { archived_at: nil })
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
   end
 end

app/controllers/templates_archived_submissions_controller.rb

@@ -6,9 +6,16 @@ class TemplatesArchivedSubmissionsController < ApplicationController
 
   def index
     @submissions = @submissions.where.not(archived_at: nil)
-    @submissions = Submissions.search(@submissions, params[:q])
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_values: true)
+    @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
-    @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
+    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                   else
+                     @submissions.order(id: :desc)
+                   end
+
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_clone_and_replace_controller.rb

@@ -0,0 +1,42 @@
+# frozen_string_literal: true
+
+class TemplatesCloneAndReplaceController < ApplicationController
+  load_and_authorize_resource :template
+
+  def create
+    return head :unprocessable_content if params[:files].blank?
+
+    ActiveRecord::Associations::Preloader.new(
+      records: [@template],
+      associations: [{ schema_documents: :preview_images_attachments }]
+    ).call
+
+    cloned_template = Templates::Clone.call(@template, author: current_user)
+    cloned_template.name = File.basename(params[:files].first.original_filename, '.*')
+
+    authorize!(:create, cloned_template)
+
+    cloned_template.save!
+
+    documents = Templates::ReplaceAttachments.call(cloned_template, params, extract_fields: true)
+
+    Templates.maybe_assign_access(cloned_template)
+
+    cloned_template.save!
+
+    Templates::CloneAttachments.call(template: cloned_template, original_template: @template,
+                                     excluded_attachment_uuids: documents.map(&:uuid))
+
+    SearchEntries.enqueue_reindex(cloned_template)
+
+    respond_to do |f|
+      f.html { redirect_to edit_template_path(cloned_template) }
+      f.json { render json: { id: cloned_template.id } }
+    end
+  rescue Templates::CreateAttachments::PdfEncrypted
+    respond_to do |f|
+      f.html { render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password) }
+      f.json { render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_content }
+    end
+  end
+end

app/controllers/templates_clone_controller.rb

@@ -0,0 +1,56 @@
+# frozen_string_literal: true
+
+class TemplatesCloneController < ApplicationController
+  load_and_authorize_resource :template, instance_name: :base_template
+
+  def new
+    authorize!(:create, Template)
+
+    @template = Template.new(name: "#{@base_template.name} (#{I18n.t('clone')})")
+  end
+
+  def create
+    ActiveRecord::Associations::Preloader.new(
+      records: [@base_template],
+      associations: [{ schema_documents: :preview_images_attachments }]
+    ).call
+
+    @template = Templates::Clone.call(@base_template, author: current_user,
+                                                      name: params.dig(:template, :name),
+                                                      folder_name: params[:folder_name])
+
+    authorize!(:create, @template)
+
+    if params[:account_id].present? && true_ability.can?(:manage, Account.find(params[:account_id]))
+      @template.account_id = params[:account_id]
+      @template.author = true_user if true_user.account_id == @template.account_id
+      @template.folder = @template.account.default_template_folder if @template.account_id != current_account.id
+    else
+      @template.account = current_account
+    end
+
+    Templates.maybe_assign_access(@template)
+
+    if @template.save
+      Templates::CloneAttachments.call(template: @template, original_template: @base_template)
+
+      SearchEntries.enqueue_reindex(@template)
+
+      WebhookUrls.enqueue_events(@template, 'template.created')
+
+      maybe_redirect_to_template(@template)
+    else
+      render turbo_stream: turbo_stream.replace(:modal, partial: 'templates_clone/form'), status: :unprocessable_content
+    end
+  end
+
+  private
+
+  def maybe_redirect_to_template(template)
+    if template.account == current_account
+      redirect_to(edit_template_path(template))
+    else
+      redirect_back(fallback_location: root_path, notice: I18n.t('template_has_been_cloned'))
+    end
+  end
+end

app/controllers/templates_controller.rb

@@ -3,82 +3,79 @@
 class TemplatesController < ApplicationController
   load_and_authorize_resource :template
 
-  before_action :load_base_template, only: %i[new create]
-
   def show
     submissions = @template.submissions.accessible_by(current_ability)
     submissions = submissions.active if @template.archived_at.blank?
-    submissions = Submissions.search(submissions, params[:q])
+    submissions = Submissions.search(current_user, submissions, params[:q], search_values: true)
+    submissions = Submissions::Filter.call(submissions, current_user, params.except(:status))
 
     @base_submissions = submissions
 
-    submissions = submissions.pending if params[:status] == 'pending'
+    submissions = Submissions::Filter.filter_by_status(submissions, params)
-    submissions = submissions.completed if params[:status] == 'completed'
 
-    @pagy, @submissions = pagy(submissions.preload(:submitters).order(id: :desc))
+    submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+                    submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                  else
+                    submissions.order(id: :desc)
+                  end
+
+    @pagy, @submissions = pagy_auto(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end
 
-  def new
+  def new; end
-    @template.name = "#{@base_template.name} (Clone)" if @base_template
-  end
 
   def edit
-    ActiveRecord::Associations::Preloader.new(
+    @template_data = Templates.serialize_for_builder(@template)
-      records: [@template],
-      associations: [schema_documents: { preview_images_attachments: :blob }]
-    ).call
-
-    @template_data =
-      @template.as_json.merge(
-        documents: @template.schema_documents.as_json(
-          methods: %i[metadata signed_uuid],
-          include: { preview_images: { methods: %i[url metadata filename] } }
-        )
-      ).to_json
 
     render :edit, layout: 'plain'
   end
 
   def create
-    if @base_template
+    @template.author = current_user
-      @template = Templates::Clone.call(@base_template, author: current_user,
+    @template.folder = TemplateFolders.find_or_create_by_name(current_user, params[:folder_name])
-                                                        name: params.dig(:template, :name),
+    @template.account = current_account
-                                                        folder_name: params[:folder_name])
-    else
-      @template.author = current_user
-      @template.folder = TemplateFolders.find_or_create_by_name(current_user, params[:folder_name])
-    end
 
-    if params[:account_id].present? && authorized_clone_account_id?(params[:account_id])
+    Templates.maybe_assign_access(@template)
-      @template.account_id = params[:account_id]
-      @template.folder = @template.account.default_template_folder
-    else
-      @template.account = current_account
-    end
 
     if @template.save
-      Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
+      SearchEntries.enqueue_reindex(@template)
 
-      maybe_redirect_to_template(@template)
+      WebhookUrls.enqueue_events(@template, 'template.created')
+
+      redirect_to(edit_template_path(@template))
     else
-      render turbo_stream: turbo_stream.replace(:modal, template: 'templates/new'), status: :unprocessable_entity
+      render turbo_stream: turbo_stream.replace(:modal, template: 'templates/new'), status: :unprocessable_content
     end
   end
 
+  def update
+    @template.assign_attributes(template_params)
+
+    is_name_changed = @template.name_changed?
+
+    @template.save!
+
+    SearchEntries.enqueue_reindex(@template) if is_name_changed
+
+    WebhookUrls.enqueue_events(@template, 'template.updated')
+
+    head :ok
+  end
+
   def destroy
     notice =
-      if params[:permanently].present?
+      if params[:permanently].in?(['true', true])
         @template.destroy!
 
-        Rollbar.info("Remove template: #{@template.id}") if defined?(Rollbar)
+        I18n.t('template_has_been_removed')
-
-        'Template has been removed.'
       else
         @template.update!(archived_at: Time.current)
 
-        'Template has been archived.'
+        WebhookUrls.enqueue_events(@template, 'template.archived')
+
+        I18n.t('template_has_been_archived')
       end
 
     redirect_back(fallback_location: root_path, notice:)
@@ -86,25 +83,23 @@ class TemplatesController < ApplicationController
 
   private
 
-  def authorized_clone_account_id?(account_id)
-    true_user.account_id.to_s == account_id.to_s || true_user.account.linked_accounts.exists?(id: account_id)
-  end
-
-  def maybe_redirect_to_template(template)
-    if template.account == current_account
-      redirect_to(edit_template_path(@template))
-    else
-      redirect_back(fallback_location: root_path, notice: 'Template has been clonned')
-    end
-  end
-
   def template_params
-    params.require(:template).permit(:name)
+    params.require(:template).permit(
-  end
+      :name,
-
+      { schema: [[:attachment_uuid, :google_drive_file_id, :name, :dynamic,
-  def load_base_template
+                  { conditions: [%i[field_uuid value action operation]] }]],
-    return if params[:base_template_id].blank?
+        submitters: [%i[name uuid is_requester linked_to_uuid invite_via_field_uuid
-
+                        invite_by_uuid optional_invite_by_uuid email order]],
-    @base_template = Template.accessible_by(current_ability).find_by(id: params[:base_template_id])
+        variables_schema: {},
+        fields: [[:uuid, :submitter_uuid, :name, :type,
+                  :required, :readonly, :default_value,
+                  :title, :description, :prefillable,
+                  { preferences: {},
+                    default_value: [],
+                    conditions: [%i[field_uuid value action operation]],
+                    options: [%i[value uuid]],
+                    validation: %i[message pattern min max step],
+                    areas: [%i[uuid x y w h cell_w attachment_uuid option_uuid page]] }]] }
+    )
   end
 end