fix download indicator

.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,

.rubocop.yml

@@ -44,7 +44,7 @@ Layout/LineLength:
   AllowedPatterns: ['\A\s*#']
 
 Metrics/AbcSize:
-  Max: 40
+  Max: 45
 
 Metrics/ModuleLength:
   Max: 500

Dockerfile

@@ -36,7 +36,6 @@ FROM ruby:3.2.2-alpine3.18 as app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
-ENV PIDFILE=/dev/null
 
 WORKDIR /app
 
@@ -67,4 +66,4 @@ WORKDIR /data/docuseal
 ENV WORKDIR=/data/docuseal
 
 EXPOSE 3000
-CMD ["/app/bin/rails", "server"]
+CMD ["/app/bin/bundle", "exec", "puma", "-C", "/app/config/puma.rb", "--dir", "/app"]

README.md

@@ -51,11 +51,13 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - User roles
 - Automated reminders
 - Invitation and identify 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 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))
-- 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 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 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.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.co/docs/embedded))
 - [Learn more](https://www.docuseal.co/pricing)
 
 ## Deploy
@@ -65,9 +67,6 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 | [<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)|
 |**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
 
@@ -100,3 +99,9 @@ At DocuSeal we have expertise and technologies to make documents creation, filli
 
 Distributed under the AGPLv3 License. See [LICENSE](https://github.com/docusealco/docuseal/blob/master/LICENSE) for more information.
 Unless otherwise noted, all files © 2023 DocuSeal LLC.
+
+## Tools
+
+- [Signature Maker](https://www.docuseal.co/online-signature)
+- [Sign Document Online](https://www.docuseal.co/sign-documents-online)
+- [Fill PDF Online](https://www.docuseal.co/fill-pdf)

app/controllers/api/api_base_controller.rb

@@ -27,8 +27,6 @@ module Api
 
     if Rails.env.production?
       rescue_from CanCan::AccessDenied do |e|
-        Rollbar.warning(e) if defined?(Rollbar)
-
         render json: { error: e.message }, status: :forbidden
       end
 

app/controllers/api/submissions_controller.rb

@@ -161,11 +161,11 @@ module Api
 
     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,
         {
           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,
                         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
                           fields: [%i[name default_value title description
                                       readonly validation_pattern invalid_message]] }]]

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/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_controller.rb

@@ -49,6 +49,14 @@ 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])
@@ -83,24 +91,10 @@ module Api
     end
 
     def template_params
-      permit_params = [
-        :name,
-        { schema: [%i[attachment_uuid name]],
-          submitters: [%i[name uuid]],
-          fields: [[:uuid, :submitter_uuid, :name, :type,
-                    :required, :readonly, :default_value,
-                    :title, :description,
-                    { preferences: {},
-                      conditions: [%i[field_uuid value action]],
-                      options: [%i[value uuid]],
-                      validation: %i[message pattern],
-                      areas: [%i[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(:name, submitters: [%i[name uuid]])
       else
-        params.permit(*permit_params)
+        params.permit(:name, submitters: [%i[name uuid]])
       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/passwords_controller.rb

@@ -5,6 +5,12 @@ class PasswordsController < Devise::PasswordsController
     attribute :user
   end
 
+  def create
+    super do |resource|
+      resource.errors.clear unless Docuseal.multitenant?
+    end
+  end
+
   def update
     super do |resource|
       Current.user = resource

app/controllers/submitters_autocomplete_controller.rb

@@ -0,0 +1,33 @@
+# 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
+    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

app/controllers/template_documents_controller.rb

@@ -0,0 +1,27 @@
+# frozen_string_literal: true
+
+class TemplateDocumentsController < ApplicationController
+  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

app/controllers/template_folders_autocomplete_controller.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+class TemplateFoldersAutocompleteController < ApplicationController
+  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

app/controllers/templates_archived_submissions_controller.rb

@@ -6,7 +6,7 @@ class TemplatesArchivedSubmissionsController < ApplicationController
 
   def index
     @submissions = @submissions.where.not(archived_at: nil)
-    @submissions = Submissions.search(@submissions, params[:q])
+    @submissions = Submissions.search(@submissions, params[:q], search_values: true)
 
     @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
   rescue ActiveRecord::RecordNotFound

app/controllers/templates_controller.rb

@@ -8,7 +8,7 @@ class TemplatesController < ApplicationController
   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(submissions, params[:q], search_values: true)
 
     @base_submissions = submissions
 
@@ -67,6 +67,12 @@ class TemplatesController < ApplicationController
     end
   end
 
+  def update
+    @template.update!(template_params)
+
+    head :ok
+  end
+
   def destroy
     notice =
       if params[:permanently].present?
@@ -86,6 +92,22 @@ class TemplatesController < ApplicationController
 
   private
 
+  def template_params
+    params.require(:template).permit(
+      :name,
+      { schema: [%i[attachment_uuid name]],
+        submitters: [%i[name uuid]],
+        fields: [[:uuid, :submitter_uuid, :name, :type,
+                  :required, :readonly, :default_value,
+                  :title, :description,
+                  { preferences: {},
+                    conditions: [%i[field_uuid value action]],
+                    options: [%i[value uuid]],
+                    validation: %i[message pattern],
+                    areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]] }
+    )
+  end
+
   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
@@ -98,10 +120,6 @@ class TemplatesController < ApplicationController
     end
   end
 
-  def template_params
-    params.require(:template).permit(:name)
-  end
-
   def load_base_template
     return if params[:base_template_id].blank?
 

app/javascript/application.js

@@ -3,6 +3,7 @@ import { encodeMethodIntoRequestBody } from '@hotwired/turbo-rails/app/javascrip
 
 import { createApp, reactive } from 'vue'
 import TemplateBuilder from './template_builder/builder'
+import ImportList from './template_builder/import_list'
 
 import ToggleVisible from './elements/toggle_visible'
 import DisableHidden from './elements/disable_hidden'
@@ -91,7 +92,9 @@ window.customElements.define('template-builder', class extends HTMLElement {
       withPhone: this.dataset.withPhone === 'true',
       withLogo: this.dataset.withLogo !== 'false',
       editable: this.dataset.editable !== 'false',
+      authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       withPayment: this.dataset.withPayment === 'true',
+      isPaymentConnected: this.dataset.isPaymentConnected === 'true',
       withFormula: this.dataset.withFormula === 'true',
       withConditions: this.dataset.withConditions === 'true',
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),
@@ -109,3 +112,23 @@ window.customElements.define('template-builder', class extends HTMLElement {
     this.appElem?.remove()
   }
 })
+
+window.customElements.define('import-list', class extends HTMLElement {
+  connectedCallback () {
+    this.appElem = document.createElement('div')
+
+    this.app = createApp(ImportList, {
+      template: JSON.parse(this.dataset.template),
+      authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content
+    })
+
+    this.app.mount(this.appElem)
+
+    this.appendChild(this.appElem)
+  }
+
+  disconnectedCallback () {
+    this.app?.unmount()
+    this.appElem?.remove()
+  }
+})

app/javascript/application.scss

@@ -83,6 +83,11 @@ button[disabled] .enabled {
   bottom: auto;
 }
 
+.tooltip-pre:before {
+  white-space: pre;
+  text-align: left;
+}
+
 .tooltip-bottom-end:after {
   transform: translateX(-25%);
   border-color: transparent transparent var(--tooltip-color) transparent;

app/javascript/elements/folder_autocomplete.js

@@ -20,7 +20,7 @@ export default class extends HTMLElement {
   fetch = (text, resolve) => {
     const queryParams = new URLSearchParams({ q: text })
 
-    fetch('/api/template_folders_autocomplete?' + queryParams).then(async (resp) => {
+    fetch('/template_folders_autocomplete?' + queryParams).then(async (resp) => {
       const items = await resp.json()
 
       resolve(items)

app/javascript/elements/submitter_autocomplete.js

@@ -40,7 +40,7 @@ export default class extends HTMLElement {
     if (q) {
       const queryParams = new URLSearchParams({ q, field: this.dataset.field })
 
-      this.currentFetch ||= fetch('/api/submitters_autocomplete?' + queryParams)
+      this.currentFetch ||= fetch('/submitters_autocomplete?' + queryParams)
 
       this.currentFetch.then(async (resp) => {
         const items = await resp.json()

app/javascript/form.js

@@ -17,6 +17,7 @@ window.customElements.define('submission-form', class extends HTMLElement {
       attribution: this.dataset.attribution !== 'false',
       withConfetti: this.dataset.withConfetti !== 'false',
       withTypedSignature: this.dataset.withTypedSignature !== 'false',
+      authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       values: reactive(JSON.parse(this.dataset.values)),
       completedButton: JSON.parse(this.dataset.completedButton),
       completedRedirectUrl: this.dataset.completedRedirectUrl,

app/javascript/submission_form/completed.vue

@@ -212,9 +212,9 @@ export default {
       fileRequests.reduce(
         (prevPromise, request) => prevPromise.then(() => request()),
         Promise.resolve()
-      )
-
-      this.isDownloading = false
+      ).finally(() => {
+        this.isDownloading = false
+      })
     },
     sanitizeHref (href) {
       if (href && href.trim().match(/^((?:https?:\/\/)|\/)/)) {

app/javascript/submission_form/form.vue

@@ -208,6 +208,7 @@
                       :name="`values[${currentField.uuid}]`"
                       :value="option.value || `${t('option')} ${index + 1}`"
                       :required="currentField.required"
+                      @click="scrollIntoField(currentField)"
                     >
                     <span class="text-xl">
                       {{ option.value || `${t('option')} ${index + 1}` }}
@@ -611,6 +612,11 @@ export default {
       required: false,
       default: () => ({})
     },
+    authenticityToken: {
+      type: String,
+      required: false,
+      default: ''
+    },
     i18n: {
       type: Object,
       required: false,
@@ -658,9 +664,6 @@ export default {
     queryParams () {
       return new URLSearchParams(window.location.search)
     },
-    authenticityToken () {
-      return document.querySelector('meta[name="csrf-token"]')?.content
-    },
     submitterSlug () {
       return this.submitter.slug
     },

app/javascript/submission_form/multi_select_step.vue

@@ -45,6 +45,7 @@
         <label
           :for="option.uuid"
           class="flex items-center space-x-3"
+          @click="scrollIntoField(field)"
         >
           <input
             :id="option.uuid"

app/javascript/template_builder/area.vue

@@ -42,7 +42,7 @@
         v-model="field.submitter_uuid"
         class="border-r"
         :compact="true"
-        :editable="editable && !defaultField"
+        :editable="editable && (!defaultField || defaultField.role !== submitter?.name)"
         :allow-add-new="!defaultSubmitters.length"
         :menu-classes="'dropdown-content bg-white menu menu-xs p-2 shadow rounded-box w-52 rounded-t-none -left-[1px] mt-[1px]'"
         :submitters="template.submitters"

app/javascript/template_builder/builder.vue

@@ -166,9 +166,10 @@
                 :allow-draw="!onlyDefinedFields"
                 :default-submitters="defaultSubmitters"
                 :draw-field="drawField"
+                :draw-field-type="drawFieldType"
                 :editable="editable"
                 :base-url="baseUrl"
-                @draw="onDraw"
+                @draw="[onDraw($event), withSelectedFieldType ? '' : drawFieldType = '', showDrawField = false]"
                 @drop-field="onDropfield"
                 @remove-area="removeArea"
               />
@@ -210,13 +211,13 @@
         :class="drawField ? 'overflow-hidden' : 'overflow-y-auto overflow-x-hidden'"
       >
         <div
-          v-if="drawField"
+          v-if="showDrawField || drawField"
           class="sticky inset-0 h-full z-20"
           :style="{ backgroundColor }"
         >
-          <div class="bg-base-300 rounded-lg p-5 text-center space-y-4">
+          <div class="bg-base-200 rounded-lg p-5 text-center space-y-4">
             <p>
-              {{ t('draw_field_on_the_document').replace('{field}', drawField.name) }}
+              {{ t('draw_field_on_the_document').replace('{field}', drawField?.name || '') }}
             </p>
             <div>
               <button
@@ -226,10 +227,10 @@
                 {{ t('cancel') }}
               </button>
               <a
-                v-if="!drawOption && !drawField.areas.length && !['stamp', 'signature', 'initials'].includes(drawField.type)"
+                v-if="!drawField && !drawOption && !['stamp', 'signature', 'initials'].includes(drawField?.type || drawFieldType)"
                 href="#"
                 class="link block mt-3 text-sm"
-                @click.prevent="[drawField = null, drawOption = null]"
+                @click.prevent="[addField(drawFieldType), drawField = null, drawOption = null, withSelectedFieldType ? '' : drawFieldType = '', showDrawField = false]"
               >
                 {{ t('or_add_field_without_drawing') }}
               </a>
@@ -244,12 +245,15 @@
             :selected-submitter="selectedSubmitter"
             :with-help="withHelp"
             :default-submitters="defaultSubmitters"
+            :draw-field-type="drawFieldType"
             :default-fields="defaultFields"
             :field-types="fieldTypes"
             :with-sticky-submitters="withStickySubmitters"
             :only-defined-fields="onlyDefinedFields"
             :editable="editable"
+            @add-field="addField"
             @set-draw="[drawField = $event.field, drawOption = $event.option]"
+            @set-draw-type="[drawFieldType = $event, showDrawField = true]"
             @set-drag="dragField = $event"
             @change-submitter="selectedSubmitter = $event"
             @drag-end="dragField = null"
@@ -328,6 +332,7 @@ export default {
       backgroundColor: this.backgroundColor,
       withPhone: this.withPhone,
       withPayment: this.withPayment,
+      isPaymentConnected: this.isPaymentConnected,
       withFormula: this.withFormula,
       withConditions: this.withConditions,
       defaultDrawFieldType: this.defaultDrawFieldType,
@@ -375,6 +380,11 @@ export default {
       required: false,
       default: () => []
     },
+    withSelectedFieldType: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     defaultDrawFieldType: {
       type: String,
       required: false,
@@ -444,6 +454,11 @@ export default {
       required: false,
       default: true
     },
+    authenticityToken: {
+      type: String,
+      required: false,
+      default: ''
+    },
     withDocumentsList: {
       type: Boolean,
       required: false,
@@ -459,6 +474,11 @@ export default {
       required: false,
       default: false
     },
+    isPaymentConnected: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withFormula: {
       type: Boolean,
       required: false,
@@ -486,7 +506,9 @@ export default {
       isBreakpointLg: false,
       isSaving: false,
       selectedSubmitter: null,
+      showDrawField: false,
       drawField: null,
+      drawFieldType: null,
       drawOption: null,
       dragField: null
     }
@@ -569,6 +591,34 @@ export default {
     t (key) {
       return this.i18n[key] || i18nEn[key] || key
     },
+    addField (type, area = null) {
+      const field = {
+        name: '',
+        uuid: v4(),
+        required: type !== 'checkbox',
+        areas: area ? [area] : [],
+        submitter_uuid: this.selectedSubmitter.uuid,
+        type
+      }
+
+      if (['select', 'multiple', 'radio'].includes(type)) {
+        field.options = [{ value: '', uuid: v4() }]
+      }
+
+      if (type === 'stamp') {
+        field.readonly = true
+      }
+
+      if (type === 'date') {
+        field.preferences = {
+          format: Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY'
+        }
+      }
+
+      this.template.fields.push(field)
+
+      this.save()
+    },
     startFieldDraw ({ name, type }) {
       const existingField = this.template.fields?.find((f) => f.submitter_uuid === this.selectedSubmitter.uuid && name && name === f.name)
 
@@ -649,15 +699,13 @@ export default {
       ref.$el.scrollIntoView({ behavior: 'smooth', block: 'start' })
     },
     clearDrawField () {
-      if (this.drawField && !this.drawOption && this.drawField.areas.length === 0) {
-        const fieldIndex = this.template.fields.indexOf(this.drawField)
-
-        if (fieldIndex !== -1) {
-          this.template.fields.splice(fieldIndex, 1)
-        }
-      }
       this.drawField = null
       this.drawOption = null
+      this.showDrawField = false
+
+      if (!this.withSelectedFieldType) {
+        this.drawFieldType = ''
+      }
     },
     onKeyUp (e) {
       if (e.code === 'Escape') {
@@ -707,6 +755,27 @@ export default {
         }
       }
     },
+    setDefaultAreaSize (area, type) {
+      const documentRef = this.documentRefs.find((e) => e.document.uuid === area.attachment_uuid)
+      const pageMask = documentRef.pageRefs[area.page].$refs.mask
+
+      if (type === 'checkbox') {
+        area.w = pageMask.clientWidth / 30 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 30 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
+      } else if (type === 'image') {
+        area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
+      } else if (type === 'signature' || type === 'stamp') {
+        area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight) / 2
+      } else if (type === 'initials') {
+        area.w = pageMask.clientWidth / 10 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
+      } else {
+        area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
+        area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
+      }
+    },
     onDraw (area) {
       if (this.drawField) {
         if (this.drawOption) {
@@ -729,25 +798,7 @@ export default {
             area.w = previousArea.w
             area.h = previousArea.h
           } else {
-            const documentRef = this.documentRefs.find((e) => e.document.uuid === area.attachment_uuid)
-            const pageMask = documentRef.pageRefs[area.page].$refs.mask
-
-            if (this.drawField.type === 'checkbox' || this.drawOption) {
-              area.w = pageMask.clientWidth / 30 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 30 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
-            } else if (this.drawField.type === 'image') {
-              area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
-            } else if (this.drawField.type === 'signature' || this.drawField.type === 'stamp') {
-              area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight) / 2
-            } else if (this.drawField.type === 'initials') {
-              area.w = pageMask.clientWidth / 10 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
-            } else {
-              area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
-              area.h = (pageMask.clientWidth / 35 / pageMask.clientWidth)
-            }
+            this.setDefaultAreaSize(area, this.drawOption ? 'checkbox' : this.drawField?.type)
           }
 
           area.x -= area.w / 2
@@ -782,13 +833,15 @@ export default {
 
         let type = (pageMask.clientWidth * area.w) < 35 ? 'checkbox' : 'text'
 
-        if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
+        if (this.drawFieldType) {
+          type = this.drawFieldType
+        } else if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
           type = this.defaultDrawFieldType
         } else if (this.fieldTypes.length !== 0 && !this.fieldTypes.includes(type)) {
           type = this.fieldTypes[0]
         }
 
-        if (type === 'checkbox') {
+        if (type === 'checkbox' && !this.drawFieldType) {
           const previousField = [...this.template.fields].reverse().find((f) => f.type === type)
           const previousArea = previousField?.areas?.[previousField.areas.length - 1]
 
@@ -806,21 +859,22 @@ export default {
           }
         }
 
-        if (area.w) {
-          const field = {
-            name: '',
-            uuid: v4(),
-            required: type !== 'checkbox',
-            type,
-            submitter_uuid: this.selectedSubmitter.uuid,
-            areas: [area]
+        if (this.drawFieldType && (area.w === 0 || area.h === 0)) {
+          if (this.selectedField?.type === this.drawFieldType) {
+            area.w = this.selectedAreaRef.value.w
+            area.h = this.selectedAreaRef.value.h
+          } else {
+            this.setDefaultAreaSize(area, this.drawFieldType)
           }
 
-          this.template.fields.push(field)
+          area.x -= area.w / 2
+          area.y -= area.h / 2
+        }
+
+        if (area.w) {
+          this.addField(type, area)
 
           this.selectedAreaRef.value = area
-
-          this.save()
         }
       }
     },
@@ -951,14 +1005,21 @@ export default {
         this.template.schema.splice(this.template.schema.indexOf(item), 1)
       }
 
+      const removedFieldUuids = []
+
       this.template.fields.forEach((field) => {
         [...(field.areas || [])].forEach((area) => {
           if (area.attachment_uuid === item.attachment_uuid) {
             field.areas.splice(field.areas.indexOf(area), 1)
+
+            removedFieldUuids.push(field.uuid)
           }
         })
       })
 
+      this.template.fields =
+        this.template.fields.filter((f) => !removedFieldUuids.includes(f.uuid) || f.areas?.length)
+
       this.save()
     },
     onDocumentReplace ({ replaceSchemaItem, schema, documents }) {
@@ -1023,7 +1084,11 @@ export default {
     baseFetch (path, options = {}) {
       return fetch(this.baseUrl + path, {
         ...options,
-        headers: { ...this.fetchOptions.headers, ...options.headers }
+        headers: {
+          'X-CSRF-Token': this.authenticityToken,
+          ...this.fetchOptions.headers,
+          ...options.headers
+        }
       })
     },
     save ({ force } = { force: false }) {
@@ -1039,7 +1104,7 @@ export default {
 
       this.pushUndo()
 
-      return this.baseFetch(`/api/templates/${this.template.id}`, {
+      return this.baseFetch(`/templates/${this.template.id}`, {
         method: 'PUT',
         body: JSON.stringify({
           template: {

app/javascript/template_builder/document.vue

@@ -12,6 +12,7 @@
       :default-fields="defaultFields"
       :default-submitters="defaultSubmitters"
       :draw-field="drawField"
+      :draw-field-type="drawFieldType"
       :selected-submitter="selectedSubmitter"
       :image="image"
       @drop-field="$emit('drop-field', {...$event, attachment_uuid: document.uuid })"
@@ -43,6 +44,11 @@ export default {
       required: false,
       default: () => []
     },
+    drawFieldType: {
+      type: String,
+      required: false,
+      default: ''
+    },
     defaultSubmitters: {
       type: Array,
       required: false,

app/javascript/template_builder/dropzone.vue

@@ -5,7 +5,7 @@
     @drop.prevent="onDropFiles"
   >
     <label
-      class="w-full relative bg-base-200 hover:bg-base-200/70 rounded-md border border-base-content border-dashed"
+      class="w-full relative hover:bg-base-200/30 rounded-md border border-2 border-base-content/10 border-dashed"
       :for="inputId"
       :class="{ 'opacity-50': isLoading || isProcessing }"
     >

app/javascript/template_builder/fields.vue

@@ -36,32 +36,63 @@
   </div>
   <div v-if="submitterDefaultFields.length">
     <hr class="mb-2">
-    <template
-      v-for="field in submitterDefaultFields"
-      :key="field.name"
+    <template v-if="isShowFieldSearch">
+      <input
+        v-model="defaultFieldsSearch"
+        :placeholder="t('search_field')"
+        class="input input-ghost input-xs px-0 text-base mb-2 !outline-0 !rounded bg-transparent w-full"
+      >
+      <hr class="mb-2">
+    </template>
+    <div
+      class="overflow-auto relative"
+      :style="{
+        maxHeight: isShowFieldSearch ? '210px' : '',
+        minHeight: isShowFieldSearch ? '210px' : ''
+      }"
     >
       <div
-        :style="{ backgroundColor: backgroundColor }"
-        draggable="true"
-        class="default-field border border-base-300 rounded rounded-tr-none relative group mb-2"
-        @dragstart="onDragstart({ type: 'text', ...field })"
-        @dragend="$emit('drag-end')"
+        v-if="!filteredSubmitterDefaultFields.length && defaultFieldsSearch"
+        class="top-0 bottom-0 text-center absolute flex items-center justify-center w-full flex-col"
       >
-        <div class="flex items-center justify-between relative cursor-grab">
-          <div class="flex items-center p-1 space-x-1">
-            <IconDrag />
-            <FieldType
-              :model-value="field.type || 'text'"
-              :editable="false"
-              :button-width="20"
-            />
-            <span class="block pl-0.5">
-              {{ field.name }}
-            </span>
+        <div>
+          {{ t('field_not_found') }}
+        </div>
+        <a
+          href="#"
+          class="link"
+          @click.prevent="defaultFieldsSearch = ''"
+        >
+          {{ t('clear') }}
+        </a>
+      </div>
+      <template
+        v-for="field in filteredSubmitterDefaultFields"
+        :key="field.name"
+      >
+        <div
+          :style="{ backgroundColor: backgroundColor }"
+          draggable="true"
+          class="default-field border border-base-300 rounded rounded-tr-none relative group mb-2"
+          @dragstart="onDragstart({ type: 'text', ...field })"
+          @dragend="$emit('drag-end')"
+        >
+          <div class="flex items-center justify-between relative cursor-grab">
+            <div class="flex items-center p-1 space-x-1">
+              <IconDrag />
+              <FieldType
+                :model-value="field.type || 'text'"
+                :editable="false"
+                :button-width="20"
+              />
+              <span class="block pl-0.5">
+                {{ field.name }}
+              </span>
+            </div>
           </div>
         </div>
-      </div>
-    </template>
+      </template>
+    </div>
   </div>
   <div
     v-if="editable && !onlyDefinedFields"
@@ -74,14 +105,18 @@
       <button
         v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment')"
         draggable="true"
-        class="field-type-button group flex items-center justify-center border border-dashed border-base-300 hover:border-base-content/20 w-full rounded relative"
+        class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative"
         :style="{ backgroundColor: backgroundColor }"
+        :class="drawFieldType === type ? 'border-base-content/40' : 'border-base-300 hover:border-base-content/20'"
         @dragstart="onDragstart({ type: type })"
         @dragend="$emit('drag-end')"
-        @click="addField(type)"
+        @click="['file', 'payment'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
       >
-        <div class="flex items-console group-hover:bg-base-200/50 transition-all cursor-grab h-full absolute left-0">
-          <IconDrag class=" my-auto" />
+        <div
+          class="flex items-console transition-all cursor-grab h-full absolute left-0"
+          :class="drawFieldType === type ? 'bg-base-200/50' : 'group-hover:bg-base-200/50'"
+        >
+          <IconDrag class="my-auto" />
         </div>
         <div class="flex items-center flex-col px-2 py-2">
           <component :is="icon" />
@@ -139,10 +174,9 @@
 
 <script>
 import Field from './field'
-import { v4 } from 'uuid'
 import FieldType from './field_type'
 import FieldSubmitter from './field_submitter'
-import { IconLock } from '@tabler/icons-vue'
+import { IconLock, IconCirclePlus } from '@tabler/icons-vue'
 import IconDrag from './icon_drag'
 
 export default {
@@ -150,6 +184,7 @@ export default {
   components: {
     Field,
     FieldType,
+    IconCirclePlus,
     FieldSubmitter,
     IconDrag,
     IconLock
@@ -180,6 +215,11 @@ export default {
       required: false,
       default: true
     },
+    drawFieldType: {
+      type: String,
+      required: false,
+      default: ''
+    },
     defaultSubmitters: {
       type: Array,
       required: false,
@@ -204,10 +244,18 @@ export default {
       required: true
     }
   },
-  emits: ['set-draw', 'set-drag', 'drag-end', 'scroll-to-area', 'change-submitter'],
+  emits: ['add-field', 'set-draw', 'set-draw-type', 'set-drag', 'drag-end', 'scroll-to-area', 'change-submitter'],
+  data () {
+    return {
+      defaultFieldsSearch: ''
+    }
+  },
   computed: {
     fieldNames: FieldType.computed.fieldNames,
     fieldIcons: FieldType.computed.fieldIcons,
+    isShowFieldSearch () {
+      return this.submitterDefaultFields.length > 15
+    },
     fieldIconsSorted () {
       if (this.fieldTypes.length) {
         return this.fieldTypes.reduce((acc, type) => {
@@ -226,6 +274,13 @@ export default {
       return this.defaultFields.filter((f) => {
         return !this.submitterFields.find((field) => field.name === f.name) && (!f.role || f.role === this.selectedSubmitter.name)
       })
+    },
+    filteredSubmitterDefaultFields () {
+      if (this.defaultFieldsSearch) {
+        return this.submitterDefaultFields.filter((f) => f.name.toLowerCase().includes(this.defaultFieldsSearch.toLowerCase()))
+      } else {
+        return this.submitterDefaultFields
+      }
     }
   },
   methods: {
@@ -286,38 +341,6 @@ export default {
         })
       })
 
-      this.save()
-    },
-    addField (type, area = null) {
-      const field = {
-        name: '',
-        uuid: v4(),
-        required: type !== 'checkbox',
-        areas: [],
-        submitter_uuid: this.selectedSubmitter.uuid,
-        type
-      }
-
-      if (['select', 'multiple', 'radio'].includes(type)) {
-        field.options = [{ value: '', uuid: v4() }]
-      }
-
-      if (type === 'stamp') {
-        field.readonly = true
-      }
-
-      if (type === 'date') {
-        field.preferences = {
-          format: Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY'
-        }
-      }
-
-      this.fields.push(field)
-
-      if (!['payment', 'file'].includes(type)) {
-        this.$emit('set-draw', { field })
-      }
-
       this.save()
     }
   }

app/javascript/template_builder/i18n.js

@@ -1,4 +1,7 @@
 const en = {
+  search_field: 'Search field',
+  field_not_found: 'Field not found',
+  clear: 'Clear',
   align: 'Align',
   left: 'Left',
   right: 'Right',

app/javascript/template_builder/import_list.vue

@@ -0,0 +1,383 @@
+<template>
+  <div>
+    <div v-if="selectedSheetIndex === null && spreadsheet">
+      <form @submit.prevent="[selectedSheetIndex = $refs.selectWorksheet.value, buildDefaultMappings()]">
+        <label class="label">
+          Select Worksheet
+        </label>
+        <select
+          ref="selectWorksheet"
+          class="base-select"
+        >
+          <option
+            v-for="(sheet, index) in spreadsheet"
+            :key="index"
+            :value="index"
+          >
+            {{ sheet[0] || index }}
+          </option>
+        </select>
+        <button class="base-button mt-4 w-full">
+          Open
+        </button>
+      </form>
+    </div>
+    <div v-else-if="selectedSheetIndex !== null">
+      <div
+        v-for="submitter in submitters"
+        :key="submitter.uuid"
+        class="mb-4"
+      >
+        <div
+          v-if="submitters.length > 1"
+          class="px-3 border-y py-2 border-base-300 text-center w-full"
+        >
+          {{ submitter.name }}
+        </div>
+        <div class="flex">
+          <div class="relative w-full py-2 px-2 text-sm">
+            Recipient field
+          </div>
+          <div class="relative w-full py-2 pl-4 text-sm">
+            Spreadsheet column
+          </div>
+        </div>
+        <div
+          v-for="mapping in mappings.filter((m) => m.submitter_uuid === submitter.uuid)"
+          :key="mapping.uuid"
+          class="mb-2"
+        >
+          <div class="flex">
+            <select
+              class="base-select !select-sm !h-10"
+              required
+              @change="mapping.field_name = $event.target.value"
+            >
+              <option
+                disabled
+                value=""
+                :selected="!mapping.field_name"
+              >
+                Select Field
+              </option>
+              <option
+                v-for="(field, index) in selectFieldsForSubmitter(submitter)"
+                :key="index"
+                :value="field.name"
+                :selected="mapping.field_name === field.name"
+              >
+                {{ field.name }}
+              </option>
+            </select>
+            <div class="flex items-center px-1">
+              <IconArrowsHorizontal style="width: 19px; height: 19px" />
+            </div>
+            <div class="w-full relative">
+              <select
+                class="base-select !select-sm !h-10"
+                required
+                @change="mapping.column_index = parseInt($event.target.value)"
+              >
+                <option
+                  disabled
+                  value=""
+                  :selected="mapping.column_index == null"
+                >
+                  Select Column
+                </option>
+                <template
+                  v-for="(column, index) in columns"
+                  :key="index"
+                >
+                  <option
+                    v-if="column"
+                    :value="index"
+                    :selected="index === mapping.column_index"
+                  >
+                    {{ column }}
+                  </option>
+                </template>
+              </select>
+              <div
+                v-if="mapping.column_index != null"
+                class="absolute top-0 bottom-0 right-1 flex items-center"
+              >
+                <span
+                  class="tooltip tooltip-bottom-end pr-1 tooltip-pre"
+                  style="padding-top: 2px"
+                  :data-tip="[0, 1, 2].map((i) => rows[i]?.[mapping.column_index] ?? '---').join('\n')"
+                >
+                  <button
+                    class="btn btn-xs btn-circle bg-white border-0 border-gray-300"
+                    @click.prevent
+                  >
+                    <IconInfoCircle class="h-4 w-4" />
+                  </button>
+                </span>
+              </div>
+            </div>
+            <div class="flex items-center pl-1">
+              <span
+                class="tooltip tooltip-top"
+                data-tip="Remove"
+              >
+                <button
+                  :disabled="mappings.filter((m) => m.submitter_uuid === submitter.uuid).length < 2"
+                  class="btn btn-xs btn-circle"
+                  @click.prevent="mappings.splice(mappings.indexOf(mapping), 1)"
+                >
+                  <IconX class="h-3.5 w-3.5" />
+                </button>
+              </span>
+            </div>
+          </div>
+        </div>
+        <div>
+          <button
+            class="btn btn-sm btn-primary w-full !normal-case font-medium"
+            @click.prevent="addMapping(submitter)"
+          >
+            <IconPlus class="w-4 h-4" />
+            New Field Mapping
+          </button>
+        </div>
+      </div>
+      <div>
+        <input
+          name="submissions_json"
+          hidden
+          :value="JSON.stringify(submissionsData.slice(0, 1100))"
+        >
+      </div>
+      <div
+        class="px-3 border-y py-2 border-base-300 text-center w-full text-sm font-semibold"
+      >
+        Total entries: {{ submissionsData.length }}
+        <template v-if="submissionsData.length >= 1000">
+          / 1000
+        </template>
+      </div>
+    </div>
+    <div
+      v-else
+      class="flex h-52 w-full"
+      @dragover.prevent
+      @drop.prevent="onDropFiles"
+    >
+      <label
+        class="w-full relative hover:bg-base-200/30 rounded-md border border-2 border-base-content/10 border-dashed"
+        for="import_list_file"
+        :class="{ 'opacity-50': isLoading }"
+      >
+        <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">
+          <div class="flex flex-col items-center">
+            <IconInnerShadowTop
+              v-if="isLoading"
+              class="animate-spin"
+              :width="40"
+              :height="40"
+            />
+            <IconCloudUpload
+              v-else
+              :width="40"
+              :height="40"
+            />
+            <div
+              class="font-medium text-lg mb-1"
+            >
+              Upload CSV or XLSX Spreadsheet
+            </div>
+            <div class="text-sm">
+              <span class="font-medium">Click to Upload</span> or drag and drop files.
+            </div>
+          </div>
+        </div>
+        <form
+          ref="form"
+          class="hidden"
+        >
+          <input
+            id="import_list_file"
+            ref="input"
+            type="file"
+            name="file"
+            accept=".xlsx, .xls, .csv"
+            @change="onSelectFile"
+          >
+        </form>
+      </label>
+    </div>
+  </div>
+</template>
+
+<script>
+import { IconCloudUpload, IconX, IconPlus, IconArrowsHorizontal, IconInfoCircle, IconInnerShadowTop } from '@tabler/icons-vue'
+import { v4 } from 'uuid'
+
+export default {
+  name: 'FileDropzone',
+  components: {
+    IconCloudUpload,
+    IconX,
+    IconArrowsHorizontal,
+    IconPlus,
+    IconInfoCircle,
+    IconInnerShadowTop
+  },
+  props: {
+    template: {
+      type: Object,
+      required: true
+    },
+    authenticityToken: {
+      type: String,
+      required: false,
+      default: ''
+    }
+  },
+  data () {
+    return {
+      isLoading: false,
+      spreadsheet: null,
+      selectedSheetIndex: null,
+      mappings: []
+    }
+  },
+  computed: {
+    table () {
+      return this.spreadsheet[this.selectedSheetIndex][1]
+    },
+    submissionsData () {
+      const submissions = []
+
+      this.rows.forEach((row) => {
+        const submittersIndex = {}
+
+        this.mappings.forEach((mapping) => {
+          if (mapping.field_name && mapping.column_index != null) {
+            submittersIndex[mapping.submitter_uuid] ||= { uuid: mapping.submitter_uuid, fields: [] }
+
+            if (['name', 'email', 'phone'].includes(mapping.field_name.toLowerCase())) {
+              submittersIndex[mapping.submitter_uuid][mapping.field_name.toLowerCase()] = row[mapping.column_index]
+            } else {
+              submittersIndex[mapping.submitter_uuid].fields.push({
+                name: mapping.field_name, default_value: row[mapping.column_index], readonly: true
+              })
+            }
+          }
+        })
+
+        if (Object.keys(submittersIndex).length !== 0) {
+          submissions.push({ submitters: Object.values(submittersIndex) })
+        }
+      })
+
+      return submissions
+    },
+    submitters () {
+      return this.template.submitters
+    },
+    columns () {
+      return this.table[0]
+    },
+    form () {
+      return this.$el.closest('form')
+    },
+    fieldTypes () {
+      return ['text', 'cells', 'date', 'number', 'radio', 'select', 'checkbox']
+    },
+    defaultFields () {
+      return [
+        { name: 'Name' },
+        { name: 'Email' },
+        { name: 'Phone' }
+      ]
+    },
+    rows () {
+      return this.table.slice(1)
+    }
+  },
+  watch: {
+    selectedSheetIndex (value) {
+      if (value !== null) {
+        document.getElementById('list_form_buttons')?.classList?.remove('hidden')
+      }
+    }
+  },
+  methods: {
+    onDropFiles (e) {
+      this.uploadFile(e.dataTransfer.files[0])
+    },
+    onSelectFile (e) {
+      this.uploadFile(e.target.files[0])
+    },
+    addMapping (submitter) {
+      this.mappings.push({ uuid: v4(), field_name: '', column_index: null, submitter_uuid: submitter.uuid })
+    },
+    selectFieldsForSubmitter (submitter) {
+      const templateFields = this.template.fields.filter((field) => {
+        return field.submitter_uuid === submitter.uuid &&
+          field.name &&
+          this.fieldTypes.includes(field.type) &&
+          this.defaultFields.every((f) => field.name?.toLowerCase() !== f.name?.toLowerCase())
+      })
+
+      return [...this.defaultFields, ...templateFields]
+    },
+    buildDefaultMappings () {
+      this.submitters.forEach((submitter) => {
+        const fields = this.selectFieldsForSubmitter(submitter)
+
+        fields.forEach((field) => {
+          const columnIndex = this.columns.findIndex((column, index) => {
+            return column &&
+              column.toString().toLowerCase().includes(field.name?.toLowerCase()) &&
+              this.mappings.every((m) => m.column_index !== index)
+          })
+
+          if (columnIndex !== -1) {
+            this.mappings.push({ uuid: v4(), field_name: field.name, column_index: columnIndex, submitter_uuid: submitter.uuid })
+          }
+        })
+
+        if (!this.mappings.some((m) => m.field_name.toLowerCase() === 'name' && m.submitter_uuid === submitter.uuid)) {
+          this.mappings.unshift({ uuid: v4(), field_name: 'Name', submitter_uuid: submitter.uuid })
+        }
+
+        if (!this.mappings.some((m) => m.field_name.toLowerCase() === 'email' && m.submitter_uuid === submitter.uuid)) {
+          this.mappings.unshift({ uuid: v4(), field_name: 'Email', submitter_uuid: submitter.uuid })
+        }
+      })
+    },
+    uploadFile (file) {
+      this.isLoading = true
+
+      const formData = new FormData()
+
+      formData.append('file', file)
+
+      return fetch('/upload_spreadsheet', {
+        method: 'POST',
+        body: formData,
+        headers: {
+          'X-CSRF-Token': this.authenticityToken
+        }
+      }).then(resp => resp.json()).then((data) => {
+        if (data.error) {
+          return alert(data.error)
+        }
+
+        this.spreadsheet = data
+
+        if (data.length === 1) {
+          this.selectedSheetIndex = 0
+
+          this.buildDefaultMappings()
+        }
+      }).finally(() => {
+        this.isLoading = false
+      })
+    }
+  }
+}
+</script>

app/javascript/template_builder/page.vue

@@ -77,6 +77,11 @@ export default {
       required: false,
       default: () => []
     },
+    drawFieldType: {
+      type: String,
+      required: false,
+      default: ''
+    },
     allowDraw: {
       type: Boolean,
       required: false,
@@ -123,7 +128,9 @@ export default {
   },
   computed: {
     defaultFieldType () {
-      if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
+      if (this.drawFieldType) {
+        return this.drawFieldType
+      } else if (this.defaultDrawFieldType && this.defaultDrawFieldType !== 'text') {
         return this.defaultDrawFieldType
       } else if (this.fieldTypes.length !== 0 && !this.fieldTypes.includes('text')) {
         return this.fieldTypes[0]

app/javascript/template_builder/payment_settings.vue

@@ -167,7 +167,7 @@ export default {
     IconInnerShadowTop,
     IconBrandStripe
   },
-  inject: ['backgroundColor', 'save', 'currencies', 't'],
+  inject: ['backgroundColor', 'save', 'currencies', 't', 'isPaymentConnected'],
   props: {
     field: {
       type: Object,
@@ -221,6 +221,8 @@ export default {
   mounted () {
     this.field.preferences.currency ||= this.defaultCurrency
 
+    isConnected.value ||= this.isPaymentConnected
+
     if (!this.isConnected) {
       this.checkStatus()
     }

app/javascript/template_builder/upload.vue

@@ -119,7 +119,7 @@ export default {
 
         this.isProcessing = true
 
-        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
+        this.baseFetch(`/templates/${this.templateId}/documents`, {
           method: 'POST',
           body: JSON.stringify({ blobs }),
           headers: { 'Content-Type': 'application/json' }
@@ -132,7 +132,7 @@ export default {
           } else if (resp.status === 422) {
             resp.json().then((data) => {
               if (data.error === 'PDF encrypted') {
-                this.baseFetch(`/api/templates/${this.templateId}/documents`, {
+                this.baseFetch(`/templates/${this.templateId}/documents`, {
                   method: 'POST',
                   body: JSON.stringify({ blobs, password: prompt('Enter PDF password') }),
                   headers: { 'Content-Type': 'application/json' }
@@ -151,7 +151,7 @@ export default {
           this.isProcessing = false
         })
       } else {
-        this.baseFetch(`/api/templates/${this.templateId}/documents`, {
+        this.baseFetch(`/templates/${this.templateId}/documents`, {
           method: 'POST',
           body: new FormData(this.$refs.form)
         }).then((resp) => {
@@ -167,7 +167,7 @@ export default {
 
                 formData.append('password', prompt('Enter PDF password'))
 
-                this.baseFetch(`/api/templates/${this.templateId}/documents`, {
+                this.baseFetch(`/templates/${this.templateId}/documents`, {
                   method: 'POST',
                   body: formData
                 }).then(async (resp) => {

app/jobs/process_submitter_completion_job.rb

@@ -27,14 +27,15 @@ class ProcessSubmitterCompletionJob < ApplicationJob
     user = submission.created_by_user || submitter.template.author
 
     if submitter.account.users.exists?(id: user.id) && submission.preferences['send_email'] != false
-      if submitter.submission.submitters.map(&:email).exclude?(user.email) &&
-         user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false
+      if submission.submitters.map(&:email).exclude?(user.email) &&
+         user.user_configs.find_by(key: UserConfig::RECEIVE_COMPLETED_EMAIL)&.value != false &&
+         user.role != 'integration'
         SubmitterMailer.completed_email(submitter, user).deliver_later!
       end
 
       bcc = submission.preferences['bcc_completed'].presence ||
             submission.account.account_configs
-                      .find_by(key: AccountConfig::BCC_EMAILS)&.value.presence
+                      .find_by(key: AccountConfig::BCC_EMAILS)&.value
 
       bcc.to_s.scan(User::EMAIL_REGEXP).each do |to|
         SubmitterMailer.completed_email(submitter, user, to:).deliver_later!

app/mailers/submitter_mailer.rb

@@ -7,7 +7,7 @@ class SubmitterMailer < ApplicationMailer
   DEFAULT_INVITATION_SUBJECT = 'You are invited to submit a form'
 
   def invitation_email(submitter)
-    @current_account = submitter.submission.template.account
+    @current_account = submitter.submission.account
     @submitter = submitter
 
     if submitter.preferences['email_message_uuid']
@@ -30,12 +30,13 @@ class SubmitterMailer < ApplicationMailer
       to: @submitter.friendly_name,
       from: from_address_for_submitter(submitter),
       subject:,
-      reply_to: (submitter.submission.created_by_user || submitter.template.author)&.friendly_name&.sub(/\+\w+@/, '@')
+      reply_to: submitter.preferences['reply_to'].presence ||
+                (submitter.submission.created_by_user || submitter.template.author)&.friendly_name&.sub(/\+\w+@/, '@')
     )
   end
 
   def completed_email(submitter, user, to: nil)
-    @current_account = submitter.submission.template.account
+    @current_account = submitter.submission.account
     @submitter = submitter
     @submission = submitter.submission
     @user = user
@@ -63,7 +64,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def documents_copy_email(submitter, to: nil, sig: false)
-    @current_account = submitter.submission.template.account
+    @current_account = submitter.submission.account
     @submitter = submitter
     @sig = submitter.signed_id(expires_in: SIGN_TTL, purpose: :download_completed) if sig
 
@@ -84,6 +85,9 @@ class SubmitterMailer < ApplicationMailer
 
     mail(from: from_address_for_submitter(submitter),
          to: to || @submitter.friendly_name,
+         reply_to: @submitter.preferences['reply_to'].presence ||
+                   (@submitter.submission.created_by_user ||
+                    @submitter.template.author)&.friendly_name&.sub(/\+\w+@/, '@'),
          subject:)
   end
 

app/views/scripts/_autosize_field.html.erb

@@ -5,6 +5,10 @@
         if (this.field.scrollHeight > this.field.clientHeight) {
           this.field.classList.remove('text-[1.5vw]', 'lg:text-base');
           this.field.classList.add('text-[1.0vw]', 'lg:text-[0.70rem]');
+
+          if (this.field.scrollHeight > this.field.clientHeight) {
+            this.field.classList.add('text-[0.8vw]', 'lg:text-[0.50rem]');
+          }
         }
       }
       get field() {

app/views/shared/_settings_nav.html.erb

@@ -39,7 +39,7 @@
       <% end %>
       <% if can?(:read, User) %>
         <li>
-          <%= link_to 'Team', settings_users_path, class: 'text-base hover:bg-base-300' %>
+          <%= link_to 'Users', settings_users_path, class: 'text-base hover:bg-base-300' %>
         </li>
       <% end %>
       <% unless Docuseal.multitenant? %>

app/views/submissions/_bulk_send_placeholder.html.erb

@@ -0,0 +1,11 @@
+<div class="alert">
+  <%= svg_icon('info_circle', class: 'w-6 h-6') %>
+  <div>
+    <p class="font-bold">Bulk send from Excel XLSX or CSV</p>
+    <p class="text-gray-700">
+      Unlock with DocuSeal Pro
+      <br>
+      <a class="link font-medium" target="_blank" href="<%= Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premise" }.to_query}" %>" data-turbo="false">Learn More</a>
+    </p>
+  </div>
+</div>

app/views/submissions/_email_form.html.erb

@@ -1,7 +1,7 @@
 <%= form_for '', url: template_submissions_path(template), html: { class: 'space-y-4', autocomplete: 'off' }, data: { turbo_frame: :_top } do |f| %>
   <% if template.submitters.size == 1 %>
     <submitter-item class="form-control">
-      <emails-textarea data-bulk-enabled="<%= Docuseal.demo? || !Docuseal.multitenant? || can?(:manage, :bulk_send) %>" data-limit="<%= Docuseal.multitenant? ? (can?(:manage, :bulk_send) ? 50 : 1) : nil %>">
+      <emails-textarea data-bulk-enabled="<%= Docuseal.demo? || !Docuseal.multitenant? || can?(:manage, :bulk_send) %>" data-limit="<%= Docuseal.multitenant? ? (can?(:manage, :bulk_send) ? 40 : 1) : nil %>">
         <submitters-autocomplete data-field="email" class="block relative">
           <autoresize-textarea>
             <%= f.text_area :emails, required: true, class: 'base-textarea w-full', placeholder: 'Type emails here...' %>

app/views/submissions/_list_form.html.erb

@@ -0,0 +1 @@
+<%= render 'submissions/bulk_send_placeholder' %>

app/views/submissions/_value.html.erb

@@ -18,7 +18,8 @@
     </div>
   <% elsif field['type'].in?(%w[multiple radio]) && area['option_uuid'] %>
     <% option = field['options']&.find { |o| o['uuid'] == area['option_uuid'] } %>
-    <% if option && Array.wrap(value).include?(option['value']) %>
+    <% option_name = option['value'].presence || "Option #{field['options'].index(option) + 1}" %>
+    <% if option && Array.wrap(value).include?(option_name) %>
       <div class="w-full flex items-center justify-center">
         <%= svg_icon('check', class: "aspect-square #{area['w'] > area['h'] ? '!w-auto !h-full' : '!w-full !h-auto'}") %>
       </div>
@@ -32,9 +33,10 @@
         <% end %>
       <% end %>
     </div>
-  <% elsif field['type'] == 'date' && value != '{{date}}' %>
+  <% elsif field['type'] == 'date' %>
     <autosize-field></autosize-field>
     <div class="flex items-center px-0.5">
+      <% value = Time.current.in_time_zone(local_assigns[:timezone]).to_date.to_s if value == '{{date}}' %>
       <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), local_assigns[:locale]) %>
     </div>
   <% else %>

app/views/submissions/new.html.erb

@@ -1,5 +1,5 @@
 <%= render 'shared/turbo_modal', title: params[:selfsign] ? 'Add Recipients' : 'Add New Recipients' do %>
-  <% options = [['via Email', 'email'], ['via Phone', 'phone'], %w[Detailed detailed], (Docuseal.multitenant? && params[:with_link] && @template.submitters.to_a.size < 2 ? ['via Link', 'link'] : nil)].compact %>
+  <% options = [['via Email', 'email'], ['via Phone', 'phone'], %w[Detailed detailed], ['Upload List', 'list']].compact %>
   <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center mt-4 block">
     <div class="join">
       <% options.each_with_index do |(label, value), index| %>
@@ -22,11 +22,9 @@
     <div id="detailed" class="hidden">
       <%= render 'detailed_form', template: @template %>
     </div>
-    <% if Docuseal.multitenant? && params[:with_link] && @template.submitters.to_a.size < 2 %>
-      <div id="link" class="hidden">
-        <%= render 'link_form', template: @template %>
-      </div>
-    <% end %>
+    <div id="list" class="hidden">
+      <%= render 'list_form', template: @template %>
+    </div>
   </div>
   <%= content_for(:modal_extra) %>
 <% end %>

app/views/submissions/show.html.erb

@@ -1,6 +1,6 @@
 <div style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
-    <a href="<%= signed_in? && @submission.template.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
+    <a href="<%= signed_in? && @submission.account_id == current_account&.id ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
       <span class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><%= @submission.template.name %></span>
     </a>
@@ -63,7 +63,7 @@
                 <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
                   <% value = values[field['uuid']] %>
                   <% next if value.blank? %>
-                  <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submission.template.account.locale %>
+                  <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submission.account.locale, timezone: @submission.account.timezone %>
                 <% end %>
               </div>
             </div>
@@ -112,7 +112,7 @@
             <div class="flex items-center space-x-1 mt-1">
               <%= svg_icon('writing', class: 'w-5 h-5') %>
               <span>
-                <%= submitter&.completed_at? ? l(submitter.completed_at.in_time_zone(@submission.template.account.timezone), format: :long, locale: @submission.template.account.locale) : 'Not completed yet' %>
+                <%= submitter&.completed_at? ? l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) : 'Not completed yet' %>
               </span>
             </div>
             <% if signed_in? && submitter && submitter.email && !submitter.completed_at && can?(:update, submitter) %>
@@ -162,7 +162,7 @@
                 <% elsif field['type'] == 'checkbox' %>
                   <%= svg_icon('check', class: 'w-6 h-6') %>
                 <% elsif field['type'] == 'date' %>
-                  <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.template.account.locale) %>
+                  <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.account.locale) %>
                 <% else %>
                   <%= Array.wrap(value).join(', ') %>
                 <% end %>

app/views/submit_form/_submission_form.html.erb

@@ -1,4 +1,4 @@
 <% data_attachments = attachments_index.values.select { |e| e.record_id == submitter.id }.to_json(only: %i[uuid], methods: %i[url filename content_type]) %>
 <% data_fields = (submitter.submission.template_fields || submitter.submission.template.fields).select { |f| f['submitter_uuid'] == submitter.uuid }.to_json %>
 <% configs = Submitters::FormConfigs.call(submitter) %>
-<submission-form data-is-demo="<%= Docuseal.demo? %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'] %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.opened_at? %>" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(Struct.new(:id).new(@submitter.submission.template.account_id)) %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>"></submission-form>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'] %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.opened_at? %>" data-is-direct-upload="<%= Docuseal.active_storage_public? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(Struct.new(:id).new(@submitter.submission.account_id)) %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>"></submission-form>

app/views/submit_form/show.html.erb

@@ -21,11 +21,11 @@
                 <%= render 'submissions/annotation', annot: %>
               <% end %>
               <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
-                <% value = values[field['uuid']].presence || (field['readonly'] ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submitter.submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
+                <% value = values[field['uuid']].presence || (field['default_value'].present? ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submitter.submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
                 <% next if value.blank? %>
                 <% next if !field['readonly'] && field['submitter_uuid'] == @submitter.uuid %>
                 <% next if field.dig('preferences', 'formula') && field['submitter_uuid'] == @submitter.uuid %>
-                <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submitter.account.locale %>
+                <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submitter.account.locale, timezone: @submitter.account.timezone %>
               <% end %>
             </div>
           </div>

app/views/submitter_mailer/_custom_content.html.erb

@@ -1 +1 @@
-<%= auto_link(simple_format(h(ReplaceEmailVariables.call(local_assigns[:content], submitter: local_assigns[:submitter], sig: local_assigns[:sig])))) %>
+<%= auto_link(simple_format(MarkdownToHtml.call(h(ReplaceEmailVariables.call(local_assigns[:content], submitter: local_assigns[:submitter], sig: local_assigns[:sig]))))) %>

app/views/templates/new.html.erb

@@ -3,6 +3,11 @@
     <% if @base_template %>
       <%= hidden_field_tag :base_template_id, @base_template.id %>
     <% end %>
+    <% if @base_template && (can?(:manage, :tenants) || true_user != current_user) && true_user.account.account_linked_accounts.exists? %>
+      <div class="form-control -mb-2 mt-2">
+        <%= select_tag :account_id, options_for_select([true_user.account, *true_user.account.linked_accounts].uniq.map { |e| [e.name, e.id] }, current_account.id), required: true, class: 'base-select' %>
+      </div>
+    <% end %>
     <div class="form-control mt-6">
       <%= f.text_field :name, required: true, placeholder: 'Document Name', class: 'base-input', dir: 'auto' %>
     </div>
@@ -17,11 +22,6 @@
         </a>
       </folder-autocomplete>
     </div>
-    <% if @base_template && (can?(:manage, :tenants) || true_user != current_user) && true_user.account.account_linked_accounts.exists?(account_type: :linked) %>
-      <div class="form-control mb-4">
-        <%= select_tag :account_id, options_for_select([true_user.account, *true_user.account.linked_accounts.where.not(id: true_user.account.testing_accounts)].map { |e| [e.name, e.id] }, current_account.id), required: true, class: 'base-select' %>
-      </div>
-    <% end %>
     <div class="form-control">
       <%= f.button button_title(title: @base_template ? 'Submit' : 'Create', disabled_with: 'Creating'), class: 'base-button' %>
     </div>

app/views/users/index.html.erb

@@ -2,7 +2,7 @@
   <%= render 'shared/settings_nav' %>
   <div class="md:flex-grow">
     <div class="flex justify-between mb-4">
-      <h1 class="text-4xl font-bold">Team</h1>
+      <h1 class="text-4xl font-bold">Users</h1>
       <div class="flex items-center space-x-4">
         <% if can?(:create, User.new(account: current_account)) %>
           <%= link_to new_user_path, class: 'btn btn-primary btn-md gap-2', data: { turbo_frame: 'modal' } do %>

config/environments/production.rb

@@ -60,7 +60,7 @@ Rails.application.configure do
   # config.action_cable.allowed_request_origins = [ "http://example.com", /http:\/\/example.*/ ]
 
   # Force all access to the app over SSL, use Strict-Transport-Security, and use secure cookies.
-  config.force_ssl = ENV['FORCE_SSL'].present?
+  config.force_ssl = ENV['FORCE_SSL'].present? && ENV['FORCE_SSL'] != 'false'
 
   # Include generic and useful information about system operation, but avoid logging too much
   # information to avoid inadvertent exposure of personally identifiable information (PII).

config/puma.rb

@@ -24,7 +24,7 @@ port ENV.fetch('PORT', 3000)
 environment ENV.fetch('RAILS_ENV', 'development')
 
 # Specifies the `pidfile` that Puma will use.
-pidfile ENV.fetch('PIDFILE', "#{Dir.tmpdir}/server.pid")
+@options[:pidfile] = false
 
 # Specifies the number of `workers` to boot in clustered mode.
 # Workers are forked web server processes. If using threads and workers together

config/routes.rb

@@ -24,8 +24,6 @@ Rails.application.routes.draw do
 
   namespace :api, defaults: { format: :json } do
     resources :attachments, only: %i[create]
-    resources :submitters_autocomplete, only: %i[index]
-    resources :template_folders_autocomplete, only: %i[index]
     resources :submitter_email_clicks, only: %i[create]
     resources :submitter_form_views, only: %i[create]
     resources :submitters, only: %i[index show update]
@@ -37,7 +35,6 @@ Rails.application.routes.draw do
     resources :templates, only: %i[update show index destroy] do
       resources :clone, only: %i[create], controller: 'templates_clone'
       resources :submissions, only: %i[index create]
-      resources :documents, only: %i[create], controller: 'templates_documents'
     end
   end
 
@@ -58,6 +55,8 @@ Rails.application.routes.draw do
   resources :upgrade, only: %i[index], controller: 'console_redirect'
   resource :testing_account, only: %i[show destroy]
   resources :testing_api_settings, only: %i[index]
+  resources :submitters_autocomplete, only: %i[index]
+  resources :template_folders_autocomplete, only: %i[index]
   resource :templates_upload, only: %i[create]
   authenticated do
     resource :templates_upload, only: %i[show], path: 'new'
@@ -65,7 +64,8 @@ Rails.application.routes.draw do
   resources :templates_archived, only: %i[index], path: 'archived'
   resources :folders, only: %i[show edit update destroy], controller: 'template_folders'
   resources :template_sharings_testing, only: %i[create]
-  resources :templates, only: %i[new create edit show destroy] do
+  resources :templates, only: %i[new create edit update show destroy] do
+    resources :documents, only: %i[create], controller: 'template_documents'
     resources :restore, only: %i[create], controller: 'templates_restore'
     resources :archived, only: %i[index], controller: 'templates_archived_submissions'
     resources :submissions, only: %i[new create]

config/sidekiq.yml

@@ -2,6 +2,7 @@ queues:
   - [default, 1]
   - [mailers, 1]
   - [recurrent, 1]
+  - [rollbar, 1]
 
 production:
   :concurrency: 15

db/migrate/20231112224432_update_field_options.rb

@@ -9,7 +9,6 @@ class UpdateFieldOptions < ActiveRecord::Migration[7.0]
     self.table_name = 'submissions'
   end
 
-  # rubocop:disable Metrics
   def up
     MigrationTemplate.find_each do |template|
       next if template.fields.blank?
@@ -43,7 +42,6 @@ class UpdateFieldOptions < ActiveRecord::Migration[7.0]
       submission.update_columns(template_fields: new_fields.to_json) if template_fields != new_fields
     end
   end
-  # rubocop:enable Metrics
 
   def down
     nil

lib/action_mailer_configs_interceptor.rb

@@ -1,6 +1,9 @@
 # frozen_string_literal: true
 
 module ActionMailerConfigsInterceptor
+  OPEN_TIMEOUT = 15
+  READ_TIMEOUT = 25
+
   module_function
 
   def delivering_email(message)
@@ -43,6 +46,8 @@ module ActionMailerConfigsInterceptor
       openssl_verify_mode: OpenSSL::SSL::VERIFY_NONE,
       authentication: value.fetch('authentication', 'plain'),
       enable_starttls_auto: true,
+      open_timeout: OPEN_TIMEOUT,
+      read_timeout: READ_TIMEOUT,
       ssl: value['security'] == 'ssl',
       tls: value['security'] == 'tls' || (value['security'].blank? && value['port'].to_s == '465')
     }.compact_blank

lib/markdown_to_html.rb

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+module MarkdownToHtml
+  LINK_REGEXP = %r{\[([^\]]+)\]\((https?://[^)]+)\)}
+  LINK_REPLACE = '<a href="\2">\1</a>'
+
+  module_function
+
+  def call(text)
+    text.gsub(LINK_REGEXP, LINK_REPLACE)
+  end
+end

lib/params/submission_create_validator.rb

@@ -42,6 +42,9 @@ module Params
       type(params, :order, String)
       type(params, :completed_redirect_url, String)
       type(params, :bcc_completed, String)
+      type(params, :reply_to, String)
+      format(params, :bcc_completed, /@/, message: 'bcc_completed email is invalid')
+      format(params, :reply_to, /@/, message: 'reply_to email is invalid')
       type(params, :message, Hash)
       type(params, :submitters, Array)
 
@@ -69,8 +72,10 @@ module Params
       required(submitter_params, %i[email phone name])
 
       type(submitter_params, :name, String)
+      type(submitter_params, :reply_to, String)
       type(submitter_params, :email, String)
       format(submitter_params, :email, /@/, message: 'email is invalid')
+      format(submitter_params, :reply_to, /@/, message: 'reply_to email is invalid')
       type(submitter_params, :phone, String)
       format(submitter_params, :phone, /\A\+\d+\z/,
              message: 'phone should start with +<country code> and contain only digits')
@@ -100,6 +105,7 @@ module Params
       type(params, :order, String)
       type(params, :completed_redirect_url, String)
       type(params, :bcc_completed, String)
+      format(params, :bcc_completed, /@/, message: 'bcc_completed email is invalid')
       type(params, :message, Hash)
 
       in_path(params, :message) do |message_params|

lib/submissions.rb

@@ -7,7 +7,7 @@ module Submissions
 
   module_function
 
-  def search(submissions, keyword)
+  def search(submissions, keyword, search_values: false)
     return submissions if keyword.blank?
 
     term = "%#{keyword.downcase}%"
@@ -18,6 +18,8 @@ module Submissions
                              .or(arel_table[:phone].matches(term))
                              .or(arel_table[:name].lower.matches(term))
 
+    arel = arel.or(Arel::Table.new(:submitters)[:values].matches(term)) if search_values
+
     submissions.joins(:submitters).where(arel).distinct
   end
 

lib/submissions/create_from_submitters.rb

@@ -7,7 +7,7 @@ module Submissions
     def call(template:, user:, submissions_attrs:, source:, submitters_order:, mark_as_sent: false, params: {})
       preferences = Submitters.normalize_preferences(user.account, user, params)
 
-      Array.wrap(submissions_attrs).map do |attrs|
+      Array.wrap(submissions_attrs).filter_map do |attrs|
         submission_preferences = Submitters.normalize_preferences(user.account, user, attrs)
         submission_preferences = preferences.merge(submission_preferences)
 
@@ -36,6 +36,8 @@ module Submissions
                           preferences: preferences.merge(submission_preferences))
         end
 
+        next if submission.submitters.blank?
+
         submission.tap(&:save!)
       end
     end
@@ -52,7 +54,8 @@ module Submissions
         process_fields_param(submitter_attrs[:fields], template_fields, submitter_uuid)
       end
 
-      if template_fields != submission.template.fields
+      if template_fields != (submission.template_fields || submission.template.fields) ||
+         submitters_attrs.any? { |e| e[:completed].present? }
         submission.template_fields = template_fields
         submission.template_schema = submission.template.schema
       end
@@ -80,11 +83,15 @@ module Submissions
         next if f['type'].in?(%w[signature image initials file])
         next if f['submitter_uuid'] != submitter_uuid
 
+        next unless values.key?(f['uuid'])
+
         value = values[f['uuid']]
 
-        next if value.blank?
-
-        f['default_value'] = value
+        if value.present?
+          f['default_value'] = value
+        else
+          f.delete('default_value')
+        end
       end
     end
 
@@ -110,8 +117,12 @@ module Submissions
       field['readonly'] = attrs['readonly'] if attrs.key?('readonly')
       field['required'] = attrs['required'] if attrs.key?('required')
 
-      if attrs['default_value'].present? && !field['type'].in?(%w[signature image initials file])
-        field['default_value'] = Submitters::NormalizeValues.normalize_value(field, attrs['default_value'])
+      if attrs.key?('default_value') && !field['type'].in?(%w[signature image initials file])
+        if attrs['default_value'].present?
+          field['default_value'] = Submitters::NormalizeValues.normalize_value(field, attrs['default_value'])
+        else
+          field.delete('default_value')
+        end
       end
 
       return field if attrs['validation_pattern'].blank?
@@ -128,10 +139,6 @@ module Submissions
       uuid = attrs[:uuid].presence
       uuid ||= template.submitters.find { |e| e['name'].to_s.casecmp(attrs[:role].to_s).zero? }&.dig('uuid')
 
-      if attrs[:role].present? && uuid.blank? && defined?(Rollbar)
-        Rollbar.error("Role doesn't existng: #{attrs[:role]}, #{template.id}")
-      end
-
       uuid || template.submitters[index]&.dig('uuid')
     end
 
@@ -144,7 +151,7 @@ module Submissions
         phone: attrs[:phone].to_s.gsub(/[^0-9+]/, ''),
         name: attrs[:name],
         external_id: attrs[:external_id].presence || attrs[:application_key],
-        completed_at: attrs[:completed] ? Time.current : nil,
+        completed_at: attrs[:completed].present? ? Time.current : nil,
         sent_at: mark_as_sent && email.present? && is_order_sent ? Time.current : nil,
         values: attrs[:values] || {},
         metadata: attrs[:metadata] || {},

lib/submissions/generate_audit_trail.rb

@@ -30,14 +30,22 @@ module Submissions
     RTL_REGEXP = TextUtils::RTL_REGEXP
     MAX_IMAGE_HEIGHT = 100
 
+    US_TIMEZONES = %w[EST CST MST PST HST AKDT].freeze
+
     module_function
 
     # rubocop:disable Metrics
     def call(submission)
-      account = submission.template.account
+      account = submission.account
       pkcs = Accounts.load_signing_pkcs(account)
       tsa_url = Accounts.load_timeserver_url(account)
       verify_url = Rails.application.routes.url_helpers.settings_esign_url(**Docuseal.default_url_options)
+      page_size =
+        if TimeUtils.timezone_abbr(account.timezone, Time.current.beginning_of_year).in?(US_TIMEZONES)
+          :Letter
+        else
+          :A4
+        end
 
       composer = HexaPDF::Composer.new(skip_page_creation: true)
       composer.document.fonts.add(FONT_BOLD_NAME, variant: :bold)
@@ -53,7 +61,7 @@ module Submissions
         height: 1
       )
 
-      composer.page_style(:default, page_size: :A4) do |canvas, style|
+      composer.page_style(:default, page_size:) do |canvas, style|
         box = canvas.context.box(:media)
         canvas.save_graphics_state do
           canvas.fill_color('FAF7F5')

lib/submissions/generate_result_attachments.rb

@@ -43,7 +43,7 @@ module Submissions
 
       template = submitter.submission.template
 
-      account = submitter.submission.template.account
+      account = submitter.account
       pkcs = Accounts.load_signing_pkcs(account)
       tsa_url = Accounts.load_timeserver_url(account)
       attachments_data_cache = {}
@@ -83,6 +83,12 @@ module Submissions
 
           next if Array.wrap(value).compact_blank.blank?
 
+          begin
+            page.flatten_annotations
+          rescue StandardError => e
+            Rollbar.error(e) if defined?(Rollbar)
+          end
+
           canvas = page.canvas(type: :overlay)
           canvas.font(FONT_NAME, size: font_size)
 
@@ -159,7 +165,9 @@ module Submissions
             if field['type'].in?(%w[multiple radio])
               option = field['options']&.find { |o| o['uuid'] == area['option_uuid'] }
 
-              value = Array.wrap(value).include?(option['value'])
+              option_name = option['value'].presence || "Option #{field['options'].index(option) + 1}"
+
+              value = Array.wrap(value).include?(option_name)
             end
 
             next unless value == true
@@ -209,6 +217,16 @@ module Submissions
               box_height = lines.sum(&:height)
             end
 
+            if box_height > (area['h'] * height) + 1
+              text = HexaPDF::Layout::TextFragment.create(value,
+                                                          font: pdf.fonts.add(FONT_NAME),
+                                                          font_size: (font_size / 1.9).to_i)
+
+              lines = layouter.fit([text], field['type'].in?(%w[date number]) ? width : area['w'] * width, height).lines
+
+              box_height = lines.sum(&:height)
+            end
+
             height_diff = [0, box_height - (area['h'] * height)].max
 
             right_align_x_adjustment =

lib/submissions/normalize_param_utils.rb

@@ -22,7 +22,7 @@ module Submissions
       default_values = submitter_params[:values] || {}
 
       submitter_params[:fields]&.each do |f|
-        default_values[f[:name]] = f[:default_value] if f[:default_value].present?
+        default_values[f[:name]] = f[:default_value] if f.key?(:default_value)
       end
 
       return submitter_params if default_values.blank?

lib/submitters.rb

@@ -61,6 +61,7 @@ module Submitters
     preferences['send_email'] = params['send_email'].in?(TRUE_VALUES) if params.key?('send_email')
     preferences['send_sms'] = params['send_sms'].in?(TRUE_VALUES) if params.key?('send_sms')
     preferences['bcc_completed'] = params['bcc_completed'] if params.key?('bcc_completed')
+    preferences['reply_to'] = params['reply_to'] if params.key?('reply_to')
     preferences['completed_redirect_url'] = params['completed_redirect_url'] if params.key?('completed_redirect_url')
 
     preferences

lib/submitters/form_configs.rb

@@ -9,7 +9,7 @@ module Submitters
     module_function
 
     def call(submitter, keys = [])
-      configs = submitter.submission.template.account.account_configs
+      configs = submitter.submission.account.account_configs
                          .where(key: DEFAULT_KEYS + keys)
 
       completed_button = configs.find { |e| e.key == AccountConfig::FORM_COMPLETED_BUTTON_KEY }&.value || {}

lib/submitters/submit_values.rb

@@ -38,6 +38,9 @@ module Submitters
         submitter.ua = request.user_agent
         submitter.values = merge_default_values(submitter)
         submitter.values = merge_formula_values(submitter)
+        submitter.values = submitter.values.transform_values do |v|
+          v == '{{date}}' ? Time.current.in_time_zone(submitter.account.timezone).to_date.to_s : v
+        end
       end
 
       ApplicationRecord.transaction do
@@ -121,25 +124,28 @@ module Submitters
 
       replace_default_variables(value,
                                 submitter.attributes.merge('role' => role),
-                                submitter.submission.template,
+                                submitter.submission,
                                 with_time:)
     end
 
-    def replace_default_variables(value, attrs, template, with_time: false)
+    def replace_default_variables(value, attrs, submission, with_time: false)
       return value if value.in?([true, false])
       return if value.blank?
 
       value.to_s.gsub(VARIABLE_REGEXP) do |e|
         case key = ::Regexp.last_match(1)
+        when 'id'
+          attrs['submission_id']
         when 'time'
           if with_time
-            I18n.l(Time.current.in_time_zone(template.account.timezone), format: :long, locale: template.account.locale)
+            I18n.l(Time.current.in_time_zone(submission.account.timezone),
+                   format: :long, locale: submission.account.locale)
           else
             e
           end
         when 'date'
           if with_time
-            I18n.l(Time.current.in_time_zone(template.account.timezone).to_date)
+            I18n.l(Time.current.in_time_zone(submission.account.timezone).to_date)
           else
             e
           end

lib/templates/build_annotations.rb

@@ -9,6 +9,7 @@ module Templates
 
       pdf.pages.flat_map.with_index do |page, index|
         (page[:Annots] || []).filter_map do |annot|
+          next if annot.blank?
           next if annot[:A].blank? || annot[:A][:URI].blank?
           next unless annot[:Subtype] == :Link
           next if !annot[:A][:URI].starts_with?('https://') && !annot[:A][:URI].starts_with?('http://')