Merge from docusealco/wip

This reverts commit 59fe8a7917.

.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:
+- ''

.erb_lint.yml

@@ -1,6 +1,11 @@
 ---
 EnableDefaultLinters: true
 linters:
+  AllowedScriptType:
+    enabled: true
+    allowed_types:
+      - text/javascript
+      - application/json
   ErbSafety:
     enabled: false
   HardCodedString:

.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: 3.3.3
+          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: 3.3.3
+          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 }}
@@ -77,48 +80,70 @@ jobs:
         run: |
           ./node_modules/eslint/bin/eslint.js "app/javascript/**/*.js"
 
-  rspec:
+  brakeman:
-    name: RSpec
+    name: Brakeman
     runs-on: ubuntu-latest
-
+    timeout-minutes: 10
-    services:
-      postgres:
-        image: postgres:14
-        env:
-          POSTGRES_USER: postgres
-          POSTGRES_PASSWORD: postgres
-          POSTGRES_DB: docuseal_test
-        ports: ["5432:5432"]
-        options: >-
-          --health-cmd pg_isready
-          --health-interval 10s
-          --health-timeout 5s
-          --health-retries 5
-
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.3.3
+          ruby-version: 4.0.5
-      - name: Set up Node
-        uses: actions/setup-node@v1
-        with:
-          node-version: 20.9.0
-      - name: Install Chrome
-        uses: browser-actions/setup-chrome@latest
-      - name: Cache node_modules
-        uses: actions/cache@v1
-        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') }}
           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: 15
+    container:
+      image: ruby:4.0.5-alpine
+
+    services:
+      postgres:
+        image: postgres:18
+        env:
+          POSTGRES_USER: postgres
+          POSTGRES_PASSWORD: postgres
+          POSTGRES_DB: docuseal_test
+        options: >-
+          --health-cmd "pg_isready -U postgres -d docuseal_test"
+          --health-interval 10s
+          --health-timeout 5s
+          --health-retries 5
+
+    steps:
+      - name: Install packages
+        run: apk add --no-cache build-base git libpq-dev yaml-dev nodejs yarn tar zstd gzip wget unzip vips leptonica chromium
+      - uses: actions/checkout@v4
+      - name: Cache node_modules
+        uses: actions/cache@v4
+        with:
+          path: node_modules
+          key: ${{ runner.os }}-musl-node-${{ hashFiles('**/yarn.lock') }}
+      - name: Cache gems
+        uses: actions/cache@v4
+        with:
+          path: vendor/bundle
+          key: ${{ runner.os }}-musl-gem-${{ hashFiles('**/Gemfile.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-musl-gem-
       - name: Install dependencies
         env:
           RAILS_ENV: test
@@ -127,14 +152,16 @@ jobs:
           bundle config path vendor/bundle
           bundle install --jobs 4 --retry 4
           yarn install
-          sudo apt-get update
+          wget -O pdfium-linux.zip "https://github.com/docusealco/pdfium-binaries/releases/latest/download/pdfium-musl-$(uname -m).zip"
-          sudo apt-get install libvips
+          unzip -q pdfium-linux.zip -d /tmp/pdfium-linux
+          cp /tmp/pdfium-linux/lib/libpdfium.so /usr/lib/libpdfium.so
+          rm -rf pdfium-linux.zip /tmp/pdfium-linux
       - name: Run
         env:
           RAILS_ENV: test
           NODE_ENV: test
           COVERAGE: true
-          DATABASE_URL: postgres://postgres:postgres@localhost:5432/docuseal_test
+          DATABASE_URL: postgres://postgres:postgres@postgres:5432/docuseal_test
         run: |
           bundle exec rake db:create
           bundle exec rake db:migrate

.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 +16,32 @@ 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
+      env:
+        REF_NAME: ${{ github.ref_name }}
+      run: echo "$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

@@ -37,3 +37,4 @@ yarn-debug.log*
 /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 +10,7 @@ AllCops:
     - node_modules/**/*
     - bin/*
     - vendor/**/*
-  TargetRubyVersion: '3.3'
+  TargetRubyVersion: '4.0'
   SuggestExtensions: false
 
 Metrics/BlockLength:
@@ -28,12 +28,13 @@ Lint/MissingSuper:
   Enabled: false
 
 Metrics/ParameterLists:
-  Max: 10
+  Max: 12
 
 Metrics/MethodLength:
   Max: 30
   Exclude:
     - 'db/migrate/**'
+    - 'spec/**/*'
 
 Metrics/CyclomaticComplexity:
   Max: 15
@@ -41,28 +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: 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:
@@ -79,3 +109,16 @@ Rails/ApplicationController:
 
 Rails/Output:
   Enabled: false
+
+Rails/StrongParametersExpect:
+  Enabled: false
+
+Rails/RedirectBackOrTo:
+  Enabled: false
+
+Rails/UnknownEnv:
+  Environments:
+    - development
+    - test
+    - production
+    - local

Dockerfile

@@ -1,12 +1,23 @@
-FROM ruby:3.3.3-alpine as fonts
+FROM ruby:4.0.5-alpine AS download
 
 WORKDIR /fonts
 
-RUN apk --no-cache add fontforge 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/v2031/DancingScript-Regular.otf && wget https://cdn.jsdelivr.net/gh/notofonts/notofonts.github.io/fonts/NotoSansSymbols2/hinted/ttf/NotoSansSymbols2-Regular.ttf && wget https://github.com/Maxattax97/gnu-freefont/raw/master/ttf/FreeSans.ttf && 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/20260920/pdfium-musl-$(uname -m).zip" && \
+    case "$(uname -m)" in \
+      x86_64)  echo "bbca8a648dbd1ba81f9c6c223f21dc394cf1ad381c6c17d60c6dcc4a7d3a2ae0  pdfium-linux.zip" ;; \
+      aarch64) echo "73b72ed79b9bfdd494dee7e863482c24971a8d4b11f6cd1289aa170d31304a1f  pdfium-linux.zip" ;; \
+    esac | sha256sum -c - && \
+    mkdir -p /pdfium-linux && \
+    unzip -q pdfium-linux.zip -d /pdfium-linux
 
-RUN fontforge -lang=py -c 'font1 = fontforge.open("FreeSans.ttf"); font2 = fontforge.open("NotoSansSymbols2-Regular.ttf"); font1.mergeFonts(font2); font1.generate("FreeSans.ttf")'
+FROM ruby:4.0.5-alpine AS webpack
-
-FROM ruby:3.3.3-alpine as webpack
 
 ENV RAILS_ENV=production
 ENV NODE_ENV=production
@@ -26,22 +37,25 @@ COPY ./config/shakapacker.yml ./config/shakapacker.yml
 COPY ./postcss.config.js ./postcss.config.js
 COPY ./tailwind.config.js ./tailwind.config.js
 COPY ./tailwind.form.config.js ./tailwind.form.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:3.3.3-alpine as app
+FROM ruby:4.0.5-alpine AS app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
-ENV LD_PRELOAD=/lib/libgcompat.so.0
+ENV OPENSSL_CONF=/etc/openssl_legacy.cnf
-ENV OPENSSL_CONF=/app/openssl_legacy.cnf
 
 WORKDIR /app
 
-RUN apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler poppler-utils redis vips-heif gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
+RUN apk add --no-cache libpq vips redis onnxruntime leptonica && \
+    rm -f /usr/bin/onnx_test_runner /usr/bin/onnxruntime_test
+
+RUN addgroup -g 2000 docuseal && adduser -u 2000 -G docuseal -s /bin/sh -D -h /home/docuseal docuseal
 
 RUN echo $'.include = /etc/ssl/openssl.cnf\n\
 \n\
@@ -53,31 +67,39 @@ legacy = legacy_sect\n\
 activate = 1\n\
 \n\
 [legacy_sect]\n\
-activate = 1' >> /app/openssl_legacy.cnf
+activate = 1' >> /etc/openssl_legacy.cnf
 
-COPY ./Gemfile ./Gemfile.lock ./
+COPY --chown=docuseal:docuseal ./Gemfile ./Gemfile.lock ./
 
-RUN apk add --no-cache build-base && bundle install && apk del build-base && 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 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 ./bin ./bin
+COPY --chown=docuseal:docuseal ./bin ./bin
-COPY ./app ./app
+COPY --chown=docuseal:docuseal ./app ./app
-COPY ./config ./config
+COPY --chown=docuseal:docuseal ./config ./config
-COPY ./db ./db
+COPY --chown=docuseal:docuseal ./db/migrate ./db/migrate
-COPY ./log ./log
+COPY --chown=docuseal:docuseal ./log ./log
-COPY ./lib ./lib
+COPY --chown=docuseal:docuseal ./lib ./lib
-COPY ./public ./public
+COPY --chown=docuseal:docuseal ./public ./public
-COPY ./tmp ./tmp
+COPY --chown=docuseal:docuseal ./tmp ./tmp
-COPY LICENSE README.md Rakefile config.ru .version ./
+COPY --chown=docuseal:docuseal LICENSE LICENSE_ADDITIONAL_TERMS README.md Rakefile config.ru .version ./
+COPY --chown=docuseal:docuseal .version ./public/version
 
-COPY --from=fonts /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts
+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=fonts /fonts/FreeSans.ttf /usr/share/fonts/freefont
+COPY --from=download /pdfium-linux/lib/libpdfium.so /usr/lib/libpdfium.so
-COPY --from=webpack /app/public/packs ./public/packs
+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 ln -s /fonts /app/public/fonts
+RUN mkdir -p /app/public/fonts && ln -s /fonts/DancingScript-Regular.otf /app/public/fonts/ && \
-RUN bundle exec bootsnap precompile --gemfile app/ lib/
+    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/bundle", "exec", "puma", "-C", "/app/config/puma.rb", "--dir", "/app"]

Gemfile

@@ -2,15 +2,17 @@
 
 source 'https://rubygems.org'
 
-ruby '3.3.3'
+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 'aws-sdk-secretsmanager', require: false
-gem 'azure-storage-blob', require: false
+gem 'azure-blob', require: false
 gem 'bootsnap', require: false
 gem 'cancancan'
-gem 'csv'
+gem 'csv', require: false
+gem 'csv-safe', require: false
 gem 'devise'
 gem 'devise-two-factor'
 gem 'dotenv', require: false
@@ -19,34 +21,33 @@ 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 'pg', require: false
-gem 'premailer-rails'
 gem 'pretender'
 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 'rubyzip', require: false
 gem 'shakapacker'
 gem 'sidekiq'
-gem 'sqlite3', require: false, force_ruby_platform: true
+gem 'sqlite3', require: false
 gem 'strip_attributes'
+gem 'trilogy', require: false
 gem 'turbo-rails'
 gem 'twitter_cldr', require: false
 gem 'tzinfo-data'
+gem 'xlsxtream', require: false
 
 group :development, :test do
-  gem 'annotate'
   gem 'better_html'
   gem 'bullet'
   gem 'debug'
@@ -63,6 +64,9 @@ 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 13 languages
+- 7 UI languages with signing available in 14 languages
 - API and Webhooks for integrations
 - Easy to deploy in minutes
 
@@ -50,21 +50,21 @@ 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), [Angular](https://github.com/docusealco/docuseal-angular) 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), [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.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)
 
@@ -74,7 +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
 
@@ -93,15 +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.co/online-signature)
+- [Signature Maker](https://www.docuseal.com/online-signature)
-- [Sign Document Online](https://www.docuseal.co/sign-documents-online)
+- [Sign Document Online](https://www.docuseal.com/sign-documents-online)
-- [Fill PDF Online](https://www.docuseal.co/fill-pdf)
+- [Fill PDF Online](https://www.docuseal.com/fill-pdf)

SECURITY.md

@@ -1,6 +1,6 @@
 # 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.**
 

app/controllers/account_configs_controller.rb

@@ -1,21 +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::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::REQUIRE_SIGNING_REASON_KEY
+    AccountConfig::COMBINE_PDF_RESULT_KEY,
+    AccountConfig::REQUIRE_SIGNING_REASON_KEY,
+    AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY,
+    AccountConfig::ENABLE_MCP_KEY
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -26,17 +36,33 @@ class AccountConfigsController < ApplicationController
     head :ok
   end
 
+  def destroy
+    raise InvalidKey unless allowed_destroy_keys.include?(@account_config.key)
+
+    @account_config.destroy!
+
+    redirect_back(fallback_location: root_path)
+  end
+
   private
 
+  def allowed_keys
+    ALLOWED_KEYS
+  end
+
+  def allowed_destroy_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

@@ -4,11 +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' => 'Italian (Italy)'
+    'it-IT' => 'Italiano',
+    'nl-NL' => 'Nederlands'
   }.freeze
 
   before_action :load_account
@@ -19,35 +20,48 @@ 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)
 
-    unless URI.parse(@encrypted_config.value.to_s).class.in?([URI::HTTP, URI::HTTPS])
+      if can?(:manage, @encrypted_config)
-      @encrypted_config.errors.add(:value, 'should be a valid URL')
+        @encrypted_config.assign_attributes(app_url_params)
 
-      return render :show, status: :unprocessable_entity
+        unless URI.parse(@encrypted_config.value.to_s).class.in?([URI::HTTP, URI::HTTPS])
+          @encrypted_config.errors.add(:value, I18n.t('should_be_a_valid_url'))
+
+          return render :show, status: :unprocessable_content
+        end
+
+        @encrypted_config.save!
+
+        Docuseal.refresh_default_url_options!
+      end
     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, archived_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

@@ -9,11 +9,13 @@ module Api
 
     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
@@ -21,33 +23,54 @@ module Api
 
       blob = ActiveStorage::Blob.find_by!(uuid: blob_uuid)
 
-      authorization_check!(blob) if exp.blank?
+      if FilenameUtils.dangerous_extension(blob.filename)
+        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!(blob)
+    def authorization_check!(attachment, record, exp)
-      is_authorized =
+      return if attachment.name == 'logo'
-        blob.attachments.all? do |a|
+      return if exp.to_i >= Time.current.to_i
-          a.name.in?(%w[logo preview_images]) ||
+      return if current_user && current_ability.can?(:read, record)
-            (current_user && a.record.account.id == current_user.account_id) ||
-            !a.record.account.account_configs.find_or_initialize_by(key: AccountConfig::DOWNLOAD_LINKS_AUTH_KEY).value
-        end
 
-      return if is_authorized
+      if exp.blank?
+        configs = record.account.account_configs.where(key: [AccountConfig::DOWNLOAD_LINKS_AUTH_KEY,
+                                                             AccountConfig::DOWNLOAD_LINKS_EXPIRE_KEY])
 
-      Rollbar.error('Blob aunauthorized') if defined?(Rollbar)
+        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

app/controllers/api/active_storage_blobs_proxy_legacy_controller.rb

@@ -9,6 +9,7 @@ module Api
 
     before_action :set_cors_headers
     before_action :set_noindex_headers
+    before_action :set_security_headers
 
     # rubocop:disable Metrics
     def show
@@ -18,6 +19,12 @@ module Api
 
       return head :not_found unless blob
 
+      if FilenameUtils.dangerous_extension(blob.filename)
+        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
@@ -16,7 +16,7 @@ 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
 
     rescue_from RateLimit::LimitApproached do |e|
@@ -25,20 +25,47 @@ module Api
       render json: { error: 'Too many requests' }, status: :too_many_requests
     end
 
-    if Rails.env.production?
+    unless Rails.env.development?
       rescue_from CanCan::AccessDenied do |e|
-        render json: { error: e.message }, status: :forbidden
+        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 access_denied_error_message(error)
+      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)
@@ -75,6 +102,10 @@ module Api
       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

@@ -8,15 +8,52 @@ module Api
     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
 
-      if params[:remember_signature] == 'true' && submitter.email.present?
+      file = params[:file]
-        cookies.encrypted[:signature_uuids] = build_new_cookie_signatures_json(submitter, attachment)
+
+      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)

app/controllers/api/form_events_controller.rb

@@ -11,17 +11,21 @@ module Api
       params[:before] = Time.zone.at(params[:before].to_i) if params[:before].present?
 
       submitters = paginate(
-        submitters.preload(template: :folder, submission: [:submitters, { audit_trail_attachment: :blob }],
+        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)
+                  data: Submitters::SerializeForWebhook.call(s, expires_at:)
                 }
               end,
         pagination: {

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.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.select(&:completed_at?).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 +1,40 @@
+# frozen_string_literal: true
+
+module Api
+  class SubmissionEventsController < ApiBaseController
+    load_and_authorize_resource :submission, parent: false
+
+    def index
+      submissions = @submissions.active.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?
+
+      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
+  end
+end

app/controllers/api/submissions_controller.rb

@@ -2,27 +2,47 @@
 
 module Api
   class SubmissionsController < ApiBaseController
+    SUBMISSION_COLUMNS = %i[id name slug source submitters_order expire_at completed_at created_at updated_at
+                            archived_at variables template_id template_submitters created_by_user_id].freeze
+    TEMPLATE_COLUMNS = %i[id name external_id created_at updated_at folder_id submitters].freeze
+
     load_and_authorize_resource :template, only: :create
-    load_and_authorize_resource :submission, only: %i[show index destroy]
+    load_and_authorize_resource :submission, only: %i[show index update destroy]
 
     before_action only: :create do
       authorize!(:create, Submission)
     end
 
+    before_action :maybe_return_template_error, only: :create
+
     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?
+      with_fields = params[:include].to_s.include?('fields') || params[:include].to_s.include?('combined_document_url')
-        submissions = submissions.joins(template: :folder).where(folder: { name: params[:template_folder] })
-      end
 
-      submissions = paginate(submissions.preload(:created_by_user, :submitters,
+      submissions = paginate(
-                                                 template: :folder,
+        submissions.select(with_fields ? nil : SUBMISSION_COLUMNS)
-                                                 audit_trail_attachment: :blob))
+                   .preload(:created_by_user, :submitters, combined_document_attachment: :blob,
+                                                           audit_trail_attachment: :blob)
+      )
+
+      ActiveRecord::Associations::Preloader.new(
+        records: submissions,
+        associations: :template,
+        scope: with_fields ? nil : Template.select(TEMPLATE_COLUMNS)
+      ).call
+
+      ActiveRecord::Associations::Preloader.new(records: submissions.filter_map(&:template),
+                                                associations: { folder: :parent_folder }).call
+
+      expires_at = Accounts.link_expires_at(current_account)
 
       render json: {
-        data: submissions.as_json(Submissions::SerializeForApi::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,
@@ -40,8 +60,8 @@ module Api
         end
       end
 
-      if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
+      if @submission.audit_trail_attachment.blank? && @submission.completed_at?
-        @submission.audit_trail_attachment = Submissions::GenerateAuditTrail.call(@submission)
+        @submission.audit_trail_attachment = Submissions::EnsureAuditGenerated.call(@submission)
       end
 
       render json: Submissions::SerializeForApi.call(@submission, submitters, params)
@@ -50,45 +70,66 @@ module Api
     def create
       Params::SubmissionCreateValidator.call(params)
 
-      return render json: { error: 'Template not found' }, status: :unprocessable_entity if @template.nil?
-
-      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
-      end
-
       params[:send_email] = true unless params.key?(:send_email)
       params[:send_sms] = false unless params.key?(:send_sms)
 
       submissions = create_submissions(@template, params)
 
-      submissions.each do |submission|
+      WebhookUrls.enqueue_events(submissions, 'submission.created')
-        SendSubmissionCreatedWebhookRequestJob.perform_async({ 'submission_id' => submission.id })
-      end
 
       Submissions.send_signature_requests(submissions)
 
       submissions.each do |submission|
-        if submission.submitters.all?(&:completed_at?) && submission.submitters.last
+        if submission.submitters.all? { |s| s.viewer? || s.completed_at? } &&
-          ProcessSubmitterCompletionJob.perform_async({ 'submitter_id' => submission.submitters.last.id })
+           Submissions.maybe_update_completed_at(submission)
+          last_submitter = submission.submitters.reject(&:viewer?).max_by(&:completed_at)
+        end
+
+        submission.submitters.each do |submitter|
+          next unless submitter.completed_at?
+
+          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id,
+                                                      'is_last' => submitter == last_submitter,
+                                                      'send_invitation_email' => false)
         end
       end
 
+      SearchEntries.enqueue_reindex(submissions)
+
       render json: build_create_json(submissions)
-    rescue Submitters::NormalizeValues::BaseError => e
+    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 update
+      @submission = assign_submission_attrs(@submission, submission_params)
+
+      @submission.save!
+
+      if @submission.saved_change_to_archived_at? && @submission.archived_at?
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
+      end
+
+      if @submission.saved_change_to_expire_at? && @submission.expire_at?
+        ProcessSubmissionExpiredJob.perform_at(@submission.expire_at, 'submission_id' => @submission.id,
+                                                                      'expire_at' => @submission.expire_at.to_i)
+      end
+
+      SearchEntries.enqueue_reindex(@submission) if @submission.saved_change_to_name?
+
+      render json: Submissions::SerializeForApi.call(@submission, nil, params, with_events: false)
     end
 
     def destroy
-      if params[:permanently] == 'true'
+      if params[:permanently].in?(['true', true])
         @submission.destroy!
       else
         @submission.update!(archived_at: Time.current)
 
-        SendSubmissionArchivedWebhookRequestJob.perform_async('submission_id' => @submission.id)
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
       end
 
       render json: @submission.as_json(only: %i[id archived_at])
@@ -96,6 +137,58 @@ module Api
 
     private
 
+    def assign_submission_attrs(submission, attrs)
+      archived = attrs.key?(:archived) ? attrs[:archived] : attrs[:archived_at]
+
+      if archived.in?([true, false, 'true', 'false']) && current_ability.can?(:destroy, submission)
+        submission.archived_at = archived.in?(Submitters::TRUE_VALUES) ? Time.current : nil
+      end
+
+      submission.name = attrs[:name] if attrs.key?(:name)
+      submission.expire_at = attrs[:expire_at].presence if attrs.key?(:expire_at)
+
+      submission
+    end
+
+    def submission_params
+      submission_params = params.key?(:submission) ? params.require(:submission) : params
+
+      submission_params.permit(:name, :expire_at, :archived, :archived_at)
+    end
+
+    def maybe_return_template_error
+      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
+
+      return if @template.fields.present?
+
+      Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
+
+      render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
+    end
+
+    def filter_submissions(submissions, params)
+      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|
@@ -103,7 +196,19 @@ module Api
         end
       end
 
-      json = { submitters: json } if request.path.ends_with?('/init')
+      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
@@ -112,7 +217,7 @@ module Api
       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,
@@ -121,7 +226,7 @@ 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:,
@@ -137,7 +242,10 @@ 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
@@ -147,15 +255,17 @@ module Api
     def submissions_params
       permitted_attrs = [
         :send_email, :send_sms, :bcc_completed, :completed_redirect_url, :reply_to, :go_to_last,
-        :expire_at,
+        :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, :reply_to, :go_to_last,
-                        { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
+                        :require_phone_2fa, :require_email_2fa, :order, :index, :invite_by,
+                        { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
-                                   :readonly, :redacted, :validation_pattern, :invalid_message,
+                                   :readonly, :required, :validation_pattern, :invalid_message,
-                                   { default_value: [], value: [], preferences: {} }] }]]
+                                   { default_value: [], value: [], preferences: {}, validation: {} }] }]]
         }
       ]
 
@@ -165,7 +275,7 @@ 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

@@ -1,15 +1,12 @@
 # frozen_string_literal: true
 
 module Api
-  class SubmitterEmailClicksController < ApiBaseController
+  class SubmitterEmailClicksController < ActionController::API
-    skip_before_action :authenticate_user!
-    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

@@ -1,19 +1,16 @@
 # frozen_string_literal: true
 
 module Api
-  class SubmitterFormViewsController < ApiBaseController
+  class SubmitterFormViewsController < ActionController::API
-    skip_before_action :authenticate_user!
-    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_async({ 'submitter_id' => submitter.id })
+      WebhookUrls.enqueue_events(@submitter, 'form.viewed')
 
       render json: {}
     end

app/controllers/api/submitters_controller.rb

@@ -4,27 +4,23 @@ module Api
   class SubmittersController < ApiBaseController
     load_and_authorize_resource :submitter
 
+    before_action :maybe_return_submitter_error, only: :update
+
     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?
-
-      if params[:template_id].present?
-        submitters = submitters.joins(:submission).where(submission: { template_id: params[:template_id] })
-      end
-
-      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 do |s|
-                Submitters::SerializeForApi.call(s, with_template: true, with_events: true, params:)
+                Submitters::SerializeForApi.call(s, with_template: true, with_events: true, params:, expires_at:)
               end,
         pagination: {
           count: submitters.size,
@@ -40,19 +36,19 @@ module Api
       render json: Submitters::SerializeForApi.call(@submitter, with_template: true, with_events: true, params:)
     end
 
+    # rubocop:disable Metrics/MethodLength
     def update
-      if @submitter.completed_at?
+      submission = @submitter.submission
-        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_entity
+      role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
-      end
 
-      role = @submitter.submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
+      normalized_params, new_attachments = Submissions::NormalizeParamUtils.normalize_submitter_params!(
+        submitter_params.merge(role:),
+        @submitter.template || Template.new(submitters: submission.template_submitters, account: @submitter.account),
+        for_submitter: @submitter,
+        purpose: :api
+      )
 
-      normalized_params, new_attachments =
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(submission, [normalized_params],
-        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
-                                                                     for_submitter: @submitter)
-
-      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
-                                                                  [normalized_params],
                                                                   default_submitter_uuid: @submitter.uuid)
 
       assign_submitter_attrs(@submitter, normalized_params)
@@ -64,37 +60,57 @@ 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_async({ 'submitter_id' => @submitter.id })
+        is_last = Submissions.maybe_update_completed_at(@submitter.submission)
+
+        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id, 'is_last' => is_last)
       elsif normalized_params[:send_email] || normalized_params[:send_sms]
         Submitters.send_signature_requests([@submitter])
       end
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: false,
+      SearchEntries.enqueue_reindex(@submitter)
-                                                                with_urls: true,
+
-                                                                with_events: false,
+      render json: Submitters::SerializeForApi.call(@submitter, with_template: false, with_urls: true,
-                                                                params:)
+                                                                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, :reply_to, :completed_redirect_url, :uuid, :name, :email, :role,
-        :completed, :phone, :application_key, :external_id, :go_to_last,
+        :completed, :phone, :application_key, :external_id, :go_to_last, :require_phone_2fa, :require_email_2fa,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [[:name, :uuid, :default_value, :value,
+          fields: [[:name, :uuid, :default_value, :value, :required,
-                    :readonly, :redacted, :validation_pattern, :invalid_message,
+                    :readonly, :validation_pattern, :invalid_message,
                     { default_value: [], value: [], preferences: {} }]] }
       )
     end
 
     private
 
-    def maybe_filder_by_completed_at(submitters, params)
+    def maybe_return_submitter_error
+      if @submitter.completed_at? || @submitter.submission.completed_at?
+        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
+      end
+
+      return unless @submitter.declined_at?
+
+      render json: { error: 'Submitter has already declined the submission.' }, status: :unprocessable_content
+    end
+
+    def maybe_filter_by_completed_at(submitters, params)
       if params[:completed_after].present?
         submitters = submitters.where(completed_at: Time.zone.parse(params[:completed_after])..)
       end
@@ -116,6 +132,7 @@ module Api
       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+]/, '')
@@ -141,17 +158,34 @@ module Api
 
       if attrs[:completed]
         submitter.values = Submitters::SubmitValues.merge_default_values(submitter)
-        submitter.values = Submitters::SubmitValues.merge_formula_values(submitter)
         submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
 
-        submitter.values = submitter.values.transform_values do |v|
+        formula_values = Submitters::SubmitValues.build_formula_values(submitter)
-          v == '{{date}}' ? Time.current.in_time_zone(submitter.account.timezone).to_date.to_s : v
+
+        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_filter_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)
@@ -175,6 +209,15 @@ module Api
 
       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

app/controllers/api/templates_clone_controller.rb

@@ -5,11 +5,11 @@ 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]
+        associations: [{ schema_documents: :preview_images_attachments }]
       ).call
 
       cloned_template = Templates::Clone.call(
@@ -21,13 +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!
 
-      schema_documents = Templates::CloneAttachments.call(template: cloned_template, original_template: @template)
+      WebhookUrls.enqueue_events(cloned_template, 'template.created')
 
-      SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => cloned_template.id)
+      SearchEntries.enqueue_reindex(cloned_template)
 
-      render json: Templates::SerializeForApi.call(cloned_template, schema_documents)
+      render json: Templates::SerializeForApi.call(cloned_template, schema_documents:)
     end
   end
 end

app/controllers/api/templates_controller.rb

@@ -5,32 +5,23 @@ module Api
     load_and_authorize_resource :template
 
     def index
+      @templates = Templates.shared(current_user) if params[:shared].in?(['true', true])
+
       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,
@@ -59,22 +50,30 @@ module Api
 
       archived = params.key?(:archived) ? params[:archived] : params.dig(:template, :archived)
 
-      if archived.in?([true, false])
+      if archived.in?([true, false]) && current_ability.can?(:destroy, @template)
         @template.archived_at = archived == true ? Time.current : nil
       end
 
       @template.update!(template_params)
 
-      SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id)
+      SearchEntries.enqueue_reindex(@template) if @template.saved_change_to_name?
+
+      WebhookUrls.enqueue_events(@template, 'template.updated')
+
+      if @template.saved_change_to_archived_at? && @template.archived_at?
+        WebhookUrls.enqueue_events(@template, 'template.archived')
+      end
 
       render json: @template.as_json(only: %i[id updated_at])
     end
 
     def destroy
-      if params[:permanently] == 'true'
+      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])
@@ -82,12 +81,59 @@ 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 = params[:archived] ? templates.archived : templates.active
+        if params[:shared].in?(['true', true])
+          Templates.search_shared(current_user, templates, params[:q])
+        else
+          Templates.search(current_user, templates, params[:q])
+        end
+
+      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
@@ -95,16 +141,20 @@ module Api
     def template_params
       permitted_params = [
         :name,
+        :external_id,
+        :shared_link,
         {
-          submitters: [%i[name uuid]],
+          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]],
-                      validation: %i[message pattern],
+                      validation: %i[message pattern min max step],
-                      areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]]
+                      areas: [%i[uuid x y w h cell_w attachment_uuid option_uuid page]] }]]
         }
       ]
 

app/controllers/api/tools_controller.rb

@@ -7,8 +7,8 @@ module Api
     def merge
       files = params[:files] || []
 
-      return render json: { error: 'Files are required' }, status: :unprocessable_entity if files.blank?
+      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_entity if files.size < 2
+      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)
@@ -17,26 +17,24 @@ module Api
 
     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)))
-      is_checksum_found = ActiveStorage::Attachment.joins(:blob)
-                                                   .where(name: 'documents', record_type: 'Submitter')
-                                                   .exists?(blob: { checksum: Digest::MD5.base64digest(file) })
 
       render json: {
         checksum_status: is_checksum_found ? 'verified' : 'not_found',
-        signatures: pdf.signatures.map do |sig|
+        signatures: VerifyPdfSignature.call(StringIO.new(file), trusted_certs).map do |sig|
           {
-            verification_result: sig.verify(trusted_certs:).messages,
+            verification_result: sig.messages.map { |m| { type: m.status || :info, content: m.text } },
-            signer_name: sig.signer_name,
+            signer_name: sig.common_name,
-            signing_reason: sig.signing_reason,
+            signing_reason: sig.reason,
             signing_time: sig.signing_time,
-            signature_type: sig.signature_type
+            signature_type: sig.type
           }
         end
       }
+    rescue Pdfium::PdfiumError
+      render json: { error: 'Malformed PDF' }, status: :unprocessable_content
     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

@@ -4,31 +4,40 @@ 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: lambda {
+    request.get? && !request.headers['HTTP_X_TURBO_REQUEST_ID'] && !turbo_infinite_scroll?
+  }
+
   helper_method :button_title,
                 :current_account,
-                :svg_icon
+                :true_ability,
+                :form_link_host,
+                :svg_icon,
+                :turbo_native_ios?,
+                :turbo_native_android?
 
   impersonates :user, with: ->(uuid) { User.find_by(uuid:) }
 
-  rescue_from Pagy::OverflowError do
+  rescue_from Pagy::RangeError do
     redirect_to request.path
   end
 
   rescue_from RateLimit::LimitApproached do |e|
     Rollbar.error(e) if defined?(Rollbar)
 
-    redirect_to request.referer, alert: 'Too many requests', status: :too_many_requests
+    redirect_back_or_to root_path, alert: 'Too many requests'
   end
 
-  if Rails.env.production?
+  if Rails.env.production? || Rails.env.test?
     rescue_from CanCan::AccessDenied do |e|
       Rollbar.warning(e) if defined?(Rollbar)
 
@@ -49,9 +58,50 @@ 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 turbo_infinite_scroll?
+    request.headers['HTTP_X_TURBO_INFINITE_SCROLL'].present?
+  end
+
+  def turbo_native_app?
+    return @turbo_native_app if defined?(@turbo_native_app)
+
+    @turbo_native_app = request.user_agent.to_s.include?('Hotwire Native')
+  end
+
+  def turbo_native_ios?
+    return @turbo_native_ios if defined?(@turbo_native_ios)
+
+    @turbo_native_ios = request.user_agent.to_s.include?('Hotwire Native iOS')
+  end
+
+  def turbo_native_android?
+    return @turbo_native_android if defined?(@turbo_native_android)
+
+    @turbo_native_android = request.user_agent.to_s.include?('Hotwire Native Android')
+  end
+
+  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(&)
+    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
 
@@ -75,11 +125,16 @@ 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
@@ -87,4 +142,31 @@ 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

@@ -6,7 +6,7 @@ class ConsoleRedirectController < ApplicationController
 
   def index
     if request.path == '/upgrade'
-      params[:redir] = Docuseal.multitenant? ? "#{Docuseal::CONSOLE_URL}/plans" : "#{Docuseal::CONSOLE_URL}/on_premise"
+      params[:redir] = Docuseal.multitenant? ? "#{Docuseal::CONSOLE_URL}/plans" : "#{Docuseal::CONSOLE_URL}/on_premises"
     end
 
     params[:redir] = "#{Docuseal::CONSOLE_URL}/manage" if request.path == '/manage'
@@ -17,8 +17,10 @@ class ConsoleRedirectController < ApplicationController
                                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

@@ -33,7 +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

@@ -3,22 +3,30 @@
 class EmailSmtpSettingsController < ApplicationController
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, only: :index
-  authorize_resource :encrypted_config, parent: false, only: :create
+  authorize_resource :encrypted_config, parent: false, only: %i[create destroy]
 
   def index; end
 
   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
+
+  def destroy
+    @encrypted_config.destroy!
+
+    redirect_to settings_email_index_path, notice: I18n.t('smtp_settings_have_been_reset')
   end
 
   private

app/controllers/embed_scripts_controller.rb

@@ -9,7 +9,7 @@ class EmbedScriptsController < ActionController::Metal
             <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_premise" target="_blank" style="padding: 15px 25px; background-color: #222; color: white; text-decoration: none; border-radius: 5px; font-size: 16px; cursor: pointer;">
+              <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>

app/controllers/enquiries_controller.rb

@@ -1,22 +0,0 @@
-# frozen_string_literal: true
-
-class EnquiriesController < ApplicationController
-  skip_before_action :authenticate_user!
-  skip_authorization_check
-
-  def create
-    if params[:talk_to_sales] == 'on'
-      Faraday.post(Docuseal::ENQUIRIES_URL,
-                   enquiry_params.merge(type: :talk_to_sales).to_json,
-                   'Content-Type' => 'application/json')
-    end
-
-    head :ok
-  end
-
-  private
-
-  def enquiry_params
-    params.require(:user).permit(:email)
-  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',
@@ -36,7 +40,7 @@ class ErrorsController < ActionController::Base
         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
 
@@ -47,7 +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
@@ -11,9 +11,10 @@ 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, parent: false
-  authorize_resource :encrypted_config, only: %i[update destroy show]
 
   def show
     cert_data = @encrypted_config.value || {}
@@ -21,9 +22,9 @@ 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 = [
@@ -48,32 +49,38 @@ 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 => e
     Rollbar.error(e) if defined?(Rollbar)
 
     @cert_record.errors.add(:password, e.message)
 
-    render turbo_stream: turbo_stream.replace(:modal, template: 'esign_settings/new'), status: :unprocessable_entity
+    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
@@ -81,7 +88,7 @@ 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/create_template_controller.rb

@@ -0,0 +1,92 @@
+# frozen_string_literal: true
+
+module Mcp
+  class CreateTemplateController < McpBaseController
+    SCHEMA = {
+      name: 'create_template',
+      title: 'Create Template',
+      description: 'Create a document template. Provide a URL to upload a PDF/DOCX file, or provide only a name ' \
+                   'to create an empty template and receive an edit URL where the file can be uploaded via the UI.',
+      inputSchema: {
+        type: 'object',
+        properties: {
+          name: {
+            type: 'string',
+            description: 'Template name (used as the template name and required when url is not provided)'
+          },
+          url: {
+            type: 'string',
+            description: 'Optional URL of a PDF or DOCX file to upload. If omitted, an empty template is ' \
+                         'created and the returned edit_url can be used to upload a file via the UI.'
+          }
+        },
+        required: %w[name]
+      },
+      annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: true
+      }
+    }.freeze
+
+    # rubocop:disable Metrics/AbcSize, Metrics/MethodLength
+    def call
+      account = current_user.account
+
+      @template = Template.new(
+        account:,
+        author: current_user,
+        folder: account.default_template_folder,
+        source: :mcp,
+        name: mcp_params['name'].to_s.presence || 'New Template',
+        fields: [],
+        schema: []
+      )
+
+      authorize!(:create, @template)
+
+      Templates.maybe_assign_access(@template)
+
+      if mcp_params['url'].present?
+        tempfile = Tempfile.new
+        tempfile.binmode
+        tempfile.write(DownloadUtils.call(mcp_params['url'], validate: true).body)
+        tempfile.rewind
+
+        filename = File.basename(URI.decode_www_form_component(mcp_params['url']))
+
+        file = ActionDispatch::Http::UploadedFile.new(
+          tempfile:,
+          filename:,
+          type: Marcel::MimeType.for(tempfile)
+        )
+
+        @template.name = mcp_params['name'].presence || File.basename(filename, '.*')
+        @template.save!
+
+        documents, = Templates::CreateAttachments.call(@template, { files: [file] }, extract_fields: true)
+        schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
+
+        if @template.fields.blank?
+          @template.fields = Templates::ProcessDocument.normalize_attachment_fields(@template, documents)
+        end
+
+        @template.update!(schema:)
+      else
+        @template.save!
+      end
+
+      WebhookUrls.enqueue_events(@template, 'template.created')
+
+      SearchEntries.enqueue_reindex(@template)
+
+      render_tool_result(
+        id: @template.id,
+        name: @template.name,
+        edit_url: edit_template_url(@template)
+      )
+    end
+    # rubocop:enable Metrics/AbcSize, Metrics/MethodLength
+  end
+end

app/controllers/mcp/load_template_controller.rb

@@ -0,0 +1,54 @@
+# frozen_string_literal: true
+
+module Mcp
+  class LoadTemplateController < McpBaseController
+    SCHEMA = {
+      name: 'load_template',
+      title: 'Load Template',
+      description: 'Load a template with its fields. Each field includes name, type, and the signing role name.',
+      inputSchema: {
+        type: 'object',
+        properties: {
+          template_id: {
+            type: 'integer',
+            description: 'Template identifier'
+          }
+        },
+        required: %w[template_id]
+      },
+      annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false
+      }
+    }.freeze
+
+    def call
+      @template = Template.accessible_by(current_ability).find(mcp_params['template_id'])
+
+      authorize!(:read, @template)
+
+      submitters_index = @template.submitters.index_by { |s| s['uuid'] }
+
+      roles = @template.submitters.pluck('name')
+
+      fields = @template.fields.filter_map do |field|
+        next if field['name'].blank?
+
+        {
+          name: field['name'],
+          type: field['type'],
+          role: submitters_index[field['submitter_uuid']]&.dig('name')
+        }
+      end
+
+      render_tool_result(
+        id: @template.id,
+        name: @template.name,
+        roles: roles,
+        fields: fields
+      )
+    end
+  end
+end

app/controllers/mcp/mcp_base_controller.rb

@@ -0,0 +1,81 @@
+# frozen_string_literal: true
+
+module Mcp
+  class McpBaseController < ActionController::API
+    wrap_parameters false
+
+    before_action :authenticate_user!
+    before_action :verify_mcp_enabled!
+    check_authorization
+
+    before_action do
+      raise CanCan::AccessDenied unless can?(:manage, :mcp)
+    end
+
+    rescue_from CanCan::AccessDenied do
+      render_error(-32_603, 'Forbidden', status: :forbidden)
+    end
+
+    rescue_from ActiveRecord::RecordNotFound do
+      render_tool_error('Not found')
+    end
+
+    private
+
+    def default_url_options
+      Docuseal.default_url_options
+    end
+
+    def mcp_body
+      request.request_parameters
+    end
+
+    def mcp_params
+      mcp_body.dig('params', 'arguments') || {}
+    end
+
+    def render_result(result)
+      render json: { jsonrpc: '2.0', id: mcp_body['id'], result: }
+    end
+
+    def render_error(code, message, id: nil, status: :ok)
+      render json: { jsonrpc: '2.0', id:, error: { code:, message: } }, status:
+    end
+
+    def render_tool_result(data)
+      render_result(content: [{ type: 'text', text: data.to_json }])
+    end
+
+    def render_tool_error(message)
+      render_result(content: [{ type: 'text', text: message }], isError: true)
+    end
+
+    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
+end

app/controllers/mcp/protocol_controller.rb

@@ -0,0 +1,50 @@
+# frozen_string_literal: true
+
+module Mcp
+  class ProtocolController < McpBaseController
+    skip_authorization_check
+
+    def ok
+      head :ok
+    end
+
+    def initialize_request
+      render_result(
+        protocolVersion: '2025-11-25',
+        serverInfo: {
+          name: 'DocuSeal',
+          version: Docuseal.version.to_s
+        },
+        capabilities: {
+          tools: {
+            listChanged: false
+          }
+        }
+      )
+    end
+
+    def initialized_notification
+      head :accepted
+    end
+
+    def ping
+      render_result({})
+    end
+
+    def tools_list
+      render_result(tools: McpController::TOOLS)
+    end
+
+    def method_not_found
+      render_error(-32_601, "Method not found: #{mcp_body['method']}", id: mcp_body['id'])
+    end
+
+    def tool_not_found
+      render_error(-32_602, "Unknown tool: #{mcp_body.dig('params', 'name')}", id: mcp_body['id'])
+    end
+
+    def parse_error
+      render_error(-32_700, 'Parse error', status: :bad_request)
+    end
+  end
+end

app/controllers/mcp/search_documents_controller.rb

@@ -0,0 +1,59 @@
+# frozen_string_literal: true
+
+module Mcp
+  class SearchDocumentsController < McpBaseController
+    SCHEMA = {
+      name: 'search_documents',
+      title: 'Search Documents',
+      description: 'Search signed or pending documents by submitter name, email, phone, or template name',
+      inputSchema: {
+        type: 'object',
+        properties: {
+          q: {
+            type: 'string',
+            description: 'Search by submitter name, email, phone, or template name'
+          },
+          limit: {
+            type: 'integer',
+            description: 'The number of results to return (default 10)'
+          }
+        },
+        required: %w[q]
+      },
+      annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false
+      }
+    }.freeze
+
+    def call
+      authorize!(:read, Submission)
+
+      submissions = Submissions.search(current_user, Submission.accessible_by(current_ability).active,
+                                       mcp_params['q'], search_template: true)
+
+      limit = mcp_params.fetch('limit', 10).to_i
+      limit = 10 if limit <= 0
+      limit = [limit, 100].min
+      submissions = submissions.preload(:submitters, :template)
+                               .order(id: :desc)
+                               .limit(limit)
+
+      data = submissions.map do |submission|
+        {
+          id: submission.id,
+          template_name: submission.template&.name,
+          status: Submissions::SerializeForApi.build_status(submission, submission.submitters),
+          submitters: submission.submitters.map do |s|
+            { email: s.email, name: s.name, phone: s.phone, status: s.status }
+          end,
+          documents_url: submission_url(submission.id)
+        }
+      end
+
+      render_tool_result(data)
+    end
+  end
+end

app/controllers/mcp/search_templates_controller.rb

@@ -0,0 +1,44 @@
+# frozen_string_literal: true
+
+module Mcp
+  class SearchTemplatesController < McpBaseController
+    SCHEMA = {
+      name: 'search_templates',
+      title: 'Search Templates',
+      description: 'Search document templates by name',
+      inputSchema: {
+        type: 'object',
+        properties: {
+          q: {
+            type: 'string',
+            description: 'Search query to filter templates by name'
+          },
+          limit: {
+            type: 'integer',
+            description: 'The number of templates to return (default 10)'
+          }
+        },
+        required: %w[q]
+      },
+      annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false
+      }
+    }.freeze
+
+    def call
+      authorize!(:read, Template)
+
+      templates = Templates.search(current_user, Template.accessible_by(current_ability).active, mcp_params['q'])
+
+      limit = mcp_params.fetch('limit', 10).to_i
+      limit = 10 if limit <= 0
+      limit = [limit, 100].min
+      templates = templates.order(id: :desc).limit(limit)
+
+      render_tool_result(templates.map { |t| { id: t.id, name: t.name } })
+    end
+  end
+end

app/controllers/mcp/send_documents_controller.rb

@@ -0,0 +1,120 @@
+# frozen_string_literal: true
+
+module Mcp
+  class SendDocumentsController < McpBaseController
+    SCHEMA = {
+      name: 'send_documents',
+      title: 'Send Documents',
+      description: 'Send a document template for signing to specified submitters',
+      inputSchema: {
+        type: 'object',
+        properties: {
+          template_id: {
+            type: 'integer',
+            description: 'Template identifier'
+          },
+          submitters: {
+            type: 'array',
+            description: 'The list of submitters (signers)',
+            items: {
+              type: 'object',
+              properties: {
+                email: {
+                  type: 'string',
+                  description: 'Submitter email address'
+                },
+                name: {
+                  type: 'string',
+                  description: 'Submitter name'
+                },
+                phone: {
+                  type: 'string',
+                  description: 'Submitter phone number in E.164 format'
+                },
+                role: {
+                  type: 'string',
+                  description: 'Signing role name from the template'
+                },
+                fields: {
+                  type: 'array',
+                  description: 'Prefill field values for this submitter (fields become readonly)',
+                  items: {
+                    type: 'object',
+                    properties: {
+                      name: {
+                        type: 'string',
+                        description: 'Field name'
+                      },
+                      value: {
+                        description: 'Prefilled value for the field'
+                      }
+                    },
+                    required: %w[name value]
+                  }
+                }
+              }
+            }
+          }
+        },
+        required: %w[template_id submitters]
+      },
+      annotations: {
+        readOnlyHint: false,
+        destructiveHint: true,
+        idempotentHint: false,
+        openWorldHint: true
+      }
+    }.freeze
+
+    # rubocop:disable Metrics
+    def call
+      @template = Template.accessible_by(current_ability).find(mcp_params['template_id'])
+
+      authorize!(:read, @template)
+
+      return render_tool_error('Template has been archived') if @template.archived_at?
+
+      authorize!(:create, Submission.new(template: @template, account_id: current_user.account_id))
+
+      return render_tool_error('Template has no fields') if @template.fields.blank?
+
+      submitters = (mcp_params['submitters'] || []).map do |s|
+        attrs = s.slice('email', 'name', 'role', 'phone').compact_blank
+
+        fields = Array.wrap(s['fields']).filter_map do |f|
+          next if f['name'].blank?
+
+          { 'name' => f['name'], 'default_value' => f['value'], 'readonly' => true }
+        end
+
+        attrs['fields'] = fields if fields.present?
+
+        attrs.with_indifferent_access
+      end
+
+      submissions = Submissions.create_from_submitters(
+        template: @template,
+        user: current_user,
+        source: :mcp,
+        submitters_order: @template.preferences['submitters_order'].presence || 'random',
+        submissions_attrs: { submitters: },
+        params: { 'send_email' => true, 'submitters' => submitters }
+      )
+
+      return render_tool_error('No valid submitters provided') if submissions.blank?
+
+      WebhookUrls.enqueue_events(submissions, 'submission.created')
+
+      Submissions.send_signature_requests(submissions)
+
+      SearchEntries.enqueue_reindex(submissions)
+
+      submission = submissions.first
+
+      render_tool_result(id: submission.id, status: 'pending')
+    rescue Submissions::CreateFromSubmitters::BaseError => e
+      render_tool_error(e.message)
+    end
+    # rubocop:enable Metrics
+  end
+end

app/controllers/mcp_controller.rb

@@ -0,0 +1,44 @@
+# frozen_string_literal: true
+
+class McpController < ActionController::Metal
+  TOOL_CONTROLLERS = {
+    'search_templates' => Mcp::SearchTemplatesController,
+    'load_template' => Mcp::LoadTemplateController,
+    'create_template' => Mcp::CreateTemplateController,
+    'send_documents' => Mcp::SendDocumentsController,
+    'search_documents' => Mcp::SearchDocumentsController
+  }.freeze
+
+  TOOLS = TOOL_CONTROLLERS.map { |_, controller| controller::SCHEMA }.freeze
+
+  def call
+    return Mcp::ProtocolController.dispatch(:ok, request, response) if request.raw_post.blank?
+
+    body = JSON.parse(request.raw_post)
+    body = nil unless body.is_a?(Hash)
+
+    request.request_parameters = body || {}
+
+    action =
+      case body&.dig('method')
+      when 'initialize' then :initialize_request
+      when 'notifications/initialized' then :initialized_notification
+      when 'ping' then :ping
+      when 'tools/list' then :tools_list
+      when 'tools/call'
+        tool = TOOL_CONTROLLERS[body.dig('params', 'name')]
+
+        return tool.dispatch(:call, request, response) if tool
+
+        :tool_not_found
+      else
+        :method_not_found
+      end
+
+    Mcp::ProtocolController.dispatch(action, request, response)
+  rescue JSON::ParserError
+    request.request_parameters = {}
+
+    Mcp::ProtocolController.dispatch(:parse_error, request, response)
+  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

@@ -14,36 +14,40 @@ class MfaSetupController < ApplicationController
   def edit; end
 
   def create
+    RateLimit.call("mfa-setup-otp-#{current_user.id}", limit: 5, ttl: 5.minutes, enabled: true)
+
     if current_user.validate_and_consume_otp!(params[:otp_attempt])
       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
 
   def destroy
-    if current_user.validate_and_consume_otp!(params[:otp_attempt])
+    RateLimit.call("mfa-setup-otp-#{current_user.id}", limit: 5, ttl: 5.minutes, enabled: true)
+
+    if current_user.valid_for_authentication? { 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

@@ -8,19 +8,28 @@ class NotificationsSettingsController < ApplicationController
 
   before_action :build_account_config, only: :create
   authorize_resource :account_config, only: :create
+  before_action :authorize_email_reminders!, only: :create
 
   def index; end
 
   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
 
   private
 
+  def authorize_email_reminders!
+    return unless Docuseal.multitenant?
+    return if @account_config.key != AccountConfig::SUBMITTER_REMINDERS
+    return if can?(:manage, :email_reminders)
+
+    redirect_back fallback_location: settings_notifications_path, alert: I18n.t('unlock_with_docuseal_pro')
+  end
+
   def build_account_config
     @account_config =
       AccountConfig.find_or_initialize_by(account: current_account, key: email_config_params[:key])
@@ -39,7 +48,7 @@ class NotificationsSettingsController < ApplicationController
   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_REMINDERS])
     end
   end

app/controllers/passwords_controller.rb

@@ -1,6 +1,12 @@
 # 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
@@ -16,4 +22,10 @@ class PasswordsController < Devise::PasswordsController
       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

@@ -4,9 +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::FORM_COMPLETED_MESSAGE_KEY
+    AccountConfig::FORM_COMPLETED_MESSAGE_KEY,
+    *(Docuseal.multitenant? ? [] : [AccountConfig::POLICY_LINKS_KEY])
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -30,7 +32,7 @@ class PersonalizationSettingsController < ApplicationController
       @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
@@ -49,7 +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

@@ -5,45 +5,93 @@ class PreviewDocumentPageController < ActionController::API
 
   FORMAT = Templates::ProcessDocument::FORMAT
 
-  def show
+  TMPFILE_PREFIX = 'attachment-'
-    attachment_uuid = ApplicationRecord.signed_id_verifier.verified(params[:signed_uuid], purpose: :attachment)
+  TMPFILE_TTL = 5.minutes
+  TMPFILE_MAX_TOTAL_SIZE = Docuseal.multitenant? ? 400.megabytes : 1.gigabyte
 
-    attachment = ActiveStorage::Attachment.find_by(uuid: attachment_uuid) if attachment_uuid
+  def show
+    result_data =
+      ApplicationRecord.signed_id_verifier.verified(params[:signed_key], purpose: :attachment)
+
+    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
-
-    file_path =
-      if attachment.service.name == :disk
-        ActiveStorage::Blob.service.path_for(attachment.key)
-      else
-        find_or_create_document_tempfile_path(attachment)
-      end
 
     preview_image =
-      Templates::ProcessDocument.generate_pdf_preview_from_file(attachment, file_path, params[:id].to_i)
+      attachment.preview_images.joins(:blob)
+                .find_by(blob: { filename: ["#{params[:id].to_i}.png", "#{params[:id].to_i}.jpg"] })
 
-    redirect_to preview_image.url, allow_other_host: true
+    if preview_image
-  end
+      return redirect_to preview_image.url(time: ActiveStorage::Attachment.service_url_time),
-
+                         allow_other_host: true
-  def find_or_create_document_tempfile_path(attachment)
-    file_path = "#{Dir.tmpdir}/#{attachment.uuid}"
-
-    File.open(file_path, File::RDWR | File::CREAT, 0o644) do |f|
-      f.flock(File::LOCK_EX)
-
-      # rubocop:disable Style/ZeroLengthPredicate
-      if f.size.zero?
-        f.binmode
-
-        f.write(attachment.download)
-      end
-      # rubocop:enable Style/ZeroLengthPredicate
     end
 
-    file_path
+    preview_image =
+      open_attachment_io(attachment) do |io|
+        Templates::ProcessDocument.generate_pdf_preview_from_io(attachment, io, params[:id].to_i)
+      end
+
+    redirect_to preview_image.url(time: ActiveStorage::Attachment.service_url_time), allow_other_host: true
+  end
+
+  def open_attachment_io(attachment, &)
+    return File.open(ActiveStorage::Blob.service.path_for(attachment.key), 'rb', &) if attachment.service.name == :disk
+
+    file_name = "#{TMPFILE_PREFIX}#{Digest::SHA1.hexdigest("#{attachment.id}-#{attachment.uuid}")}"
+
+    file_path = File.join(Dir.tmpdir, file_name)
+
+    File.open(file_path, File::RDWR | File::CREAT, 0o644) do |file|
+      file.flock(File::LOCK_EX)
+
+      # rubocop:disable Style/ZeroLengthPredicate
+      if file.size.zero?
+        cleanup_stale_tempfiles
+
+        file.binmode
+
+        file.write(attachment.download)
+      else
+        FileUtils.touch(file_path)
+      end
+      # rubocop:enable Style/ZeroLengthPredicate
+
+      file.flock(File::LOCK_UN)
+
+      yield file
+    end
+  end
+
+  def cleanup_stale_tempfiles
+    entries =
+      Dir.glob(File.join(Dir.tmpdir, "#{TMPFILE_PREFIX}*")).filter_map do |path|
+        stat = File.stat(path)
+
+        [path, stat.mtime, stat.size]
+      rescue Errno::ENOENT
+        nil
+      end
+
+    total_size = entries.sum(&:last)
+    stale_time = TMPFILE_TTL.ago
+
+    entries.sort_by(&:second).each do |path, mtime, size|
+      break if mtime > stale_time && total_size <= TMPFILE_MAX_TOTAL_SIZE
+
+      File.unlink(path)
+
+      total_size -= size
+    rescue Errno::ENOENT
+      nil
+    end
   end
 end

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_controller.rb

@@ -0,0 +1,132 @@
+# frozen_string_literal: true
+
+class SearchController < ApplicationController
+  load_and_authorize_resource :template_folder, parent: false
+  load_and_authorize_resource :template, parent: false
+  load_and_authorize_resource :submission, parent: false
+  load_and_authorize_resource :template, instance_name: :filter_template, id_param: :template_id, parent: true
+
+  FOLDERS_LIMIT = 4
+  LIMIT = 12
+
+  def index
+    @query = params[:q].to_s.squish
+
+    return render_infinite_scroll(@template_folders, @templates, @submissions, @query) if turbo_infinite_scroll?
+
+    if @query.blank?
+      @template_folders = @templates = @submissions = []
+    elsif params[:scope] == 'folders'
+      @folders_pagy, @template_folders =
+        pagy(:countless, filter_folders(@template_folders, @templates, @query), limit: LIMIT)
+
+      @templates = @submissions = []
+    else
+      folders = filter_folders(@template_folders, @templates, @query)
+
+      @pagy, @template_folders, @templates, @submissions =
+        if params[:scope] == 'submissions'
+          load_submissions_page(folders, @templates, @submissions, @query)
+        else
+          load_templates_page(folders, @templates, @submissions, @query)
+        end
+
+      if @templates.blank? && @submissions.blank? && params[:template_id].blank?
+        @folders_pagy, @template_folders = pagy(:countless, folders, limit: LIMIT)
+      end
+    end
+  end
+
+  private
+
+  def load_submissions_page(folders, templates, submissions, query)
+    pagy, submissions = pagy(:countless, filter_submissions(submissions, query), limit: LIMIT)
+
+    return [pagy, [], [], submissions] if pagy.next || params[:template_id].present?
+
+    [pagy, folders.limit(FOLDERS_LIMIT).to_a, filter_templates(templates, query).limit(LIMIT).to_a, submissions]
+  end
+
+  def load_templates_page(folders, templates, submissions, query)
+    pagy, templates = pagy(:countless, filter_templates(templates, query), limit: LIMIT)
+
+    submissions = pagy.next ? [] : filter_submissions(submissions, query).limit(LIMIT).to_a
+
+    [pagy, folders.limit(FOLDERS_LIMIT).to_a, templates, submissions]
+  end
+
+  def render_infinite_scroll(folders, templates, submissions, query)
+    target, partial, collection =
+      case params[:scope]
+      when 'folders'
+        ['search_folders', 'search/folder', filter_folders(folders, templates, query)]
+      when 'submissions'
+        ['search_submissions', 'search/submission', filter_submissions(submissions, query)]
+      else
+        ['search_templates', 'search/template', filter_templates(templates, query)]
+      end
+
+    pagy, records = pagy(:countless, collection, limit: LIMIT)
+
+    render turbo_stream: [
+      turbo_stream.append(target, partial:, collection: records),
+      turbo_stream.replace('infinite_scroll', partial: 'shared/infinite_scroll', locals: { pagy: })
+    ]
+  end
+
+  def filter_folders(folders, templates, query)
+    return folders.none if params[:archived] == 'true'
+
+    folders = folders.where.not(id: current_account.default_template_folder.id)
+
+    folders = folders.where(parent_folder_id: filter_folder_ids(params[:folder])) if params[:folder].present?
+    folders = folders.where(author_id: filter_author_id(params[:author])) if params[:author].present?
+    folders = TemplateFolders.filter_active_folders(folders, templates)
+    folders = TemplateFolders.search(folders, query)
+
+    folders.preload(:parent_folder).order(:name)
+  end
+
+  def filter_templates(templates, query)
+    templates = params[:archived] == 'true' ? templates.where.not(archived_at: nil) : templates.active
+    templates = templates.select_for_list.preload(:author, :template_accesses, folder: :parent_folder)
+
+    templates = templates.where(folder_id: filter_folder_ids(params[:folder])) if params[:folder].present?
+    templates = templates.where(author_id: filter_author_id(params[:author])) if params[:author].present?
+
+    Templates.search(current_user, templates, query).order(id: :desc)
+  end
+
+  def filter_folder_ids(folder_name)
+    TemplateFolders.filter_by_full_name(current_account.template_folders, folder_name)
+                   .preload(:subfolders)
+                   .flat_map { |folder| [folder.id, *folder.subfolders.map(&:id)] }
+  end
+
+  def filter_author_id(email)
+    current_account.users.find_by(email:)&.id || -1
+  end
+
+  def filter_submissions(submissions, query)
+    submissions = submissions.left_joins(:template)
+
+    submissions =
+      if params[:archived] == 'true'
+        submissions.where.not(archived_at: nil).or(submissions.where.not(templates: { archived_at: nil }))
+      else
+        submissions.where(archived_at: nil).where(templates: { archived_at: nil })
+      end
+
+    submissions = Submissions.search(current_user, submissions, query, search_template: true)
+    submissions = Submissions::Filter.call(submissions, current_user, params)
+
+    submissions =
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
+        submissions.order(completed_at: :desc)
+      else
+        submissions.order(id: :desc)
+      end
+
+    submissions.select_for_list.preload(:submitters, :template)
+  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

@@ -7,27 +7,47 @@ 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] })
-      elsif params[:submission_slug]
-        Submitter.joins(:submission).find_by!(email: params[:email].to_s.downcase,
-                                              submission: { slug: params[:submission_slug] })
-      else
-        Submitter.find_by!(slug: params[:submitter_slug])
-      end
 
-    RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
+      @submitter =
+        Submitter.completed.where(submission: template.submissions).find_by(email: params[:email].to_s.downcase)
+    elsif params[:submission_slug]
+      submission = Submission.find_by!(slug: params[:submission_slug])
 
-    SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later!
+      @submitter = submission.submitters.order(:completed_at).find_by(email: params[:email].to_s.downcase)
+
+      return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
+    else
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
+    end
+
+    if @submitter && completed_submitter?(@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 completed_submitter?(submitter)
+    submitter.completed_at? || (submitter.viewer? && submitter.submission.completed_at?)
+  end
+
+  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

@@ -3,6 +3,10 @@
 class SessionsController < Devise::SessionsController
   before_action :configure_permitted_parameters
 
+  skip_before_action :verify_authenticity_token, if: -> { request.xhr? && request.format.json? }
+
+  respond_to :json, only: :create
+
   around_action :with_browser_locale
 
   def create
@@ -11,12 +15,26 @@ class SessionsController < Devise::SessionsController
     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)),
+      respond_to do |format|
-                         notice: 'Create a new account'
+        format.html do
+          redirect_to new_registration_path(sign_up: true, user: sign_in_params.slice(:email)),
+                      notice: t('create_a_new_account')
+        end
+        format.json do
+          render json: { sign_up: true, notice: t('create_a_new_account') }, status: :unprocessable_content
+        end
+      end
+
+      return
     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
+      respond_to do |format|
+        format.html { render :otp, locals: { resource: User.new(sign_in_params) }, status: :unprocessable_content }
+        format.json { render json: { otp_required: true, email_otp: false }, status: :unprocessable_content }
+      end
+
+      return
     end
 
     super

app/controllers/settings_controller.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class SettingsController < ApplicationController
+  skip_authorization_check
+
+  def index; end
+end

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/start_form_controller.rb

@@ -6,85 +6,128 @@ 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_template
+  before_action :authorize_start!, only: :update
 
   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: Submitters::StartForm.first_submitter_uuid(@template))
+      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(expire_at: Time.current..)
-                                             .or(@template.submissions.where(expire_at: nil)).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 Templates.filter_undefined_submitters(@template.submitters).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?)
+        Submitters::StartForm.assign_submission_attributes(
+          @submitter, @template, ip: request.remote_ip, user_agent: request.user_agent
+        )
 
-      is_new_record = @submitter.new_record?
+        Submissions::AssignDefinedSubmitters.call(@submitter.submission)
+      else
+        @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
+      end
 
-      if @submitter.save
+      if require_link_2fa?(@template, @submitter)
-        if is_new_record
+        handle_require_2fa(@template, @submitter)
-          SendSubmissionCreatedWebhookRequestJob.perform_async({ 'submission_id' => @submitter.submission.id })
+      elsif @submitter.errors.blank? && @submitter.save
-        end
+        Submitters::StartForm.enqueue_new_submitter_jobs(@submitter) if is_new_record
+
+        Submitters::StartForm.assign_start_form_cookie(@submitter, request)
 
         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 find_or_initialize_submitter(template, submitter_params)
-    resubmit_submitter =
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
-      if params[:resubmit].present?
+
-        Submitter.where(submission: @template.submissions).find_by(slug: params[:resubmit])
+    blank_fields = required_fields.select { |key| submitter_params[key].blank? }
+
+    submitter =
+      if blank_fields.present?
+        Submitter.new(submitter_params)
+      else
+        Submitters::StartForm.find_or_initialize_submitter(
+          template, submitter_params, exclude_completed: params[:resubmit].present?,
+                                      request:, current_user:
+        )
       end
 
-    submitter.assign_attributes(
+    blank_fields.each { |key| submitter.errors.add(key.to_sym, :blank) }
-      uuid: template.submitters.first['uuid'],
-      ip: request.remote_ip,
-      ua: request.user_agent,
-      values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
-      metadata: resubmit_submitter&.metadata.presence || {}
-    )
-
-    if submitter.values.present?
-      resubmit_submitter.attachments.each do |attachment|
-        submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
-      end
-    end
-
-    submitter.submission ||= Submission.new(template:,
-                                            account_id: template.account_id,
-                                            template_submitters: template.submitters,
-                                            source: :link)
 
     submitter
   end
 
+  def require_link_2fa?(template, submitter)
+    return true if template.preferences['shared_link_2fa'] == true
+    return false if cookies.encrypted[:start_form_slug] == submitter.slug
+    return false if current_user && submitter.email == current_user.email &&
+                    current_user.account_id == submitter.account_id
+
+    !submitter.new_record?
+  end
+
+  def authorize_start!
+    is_archived = @template.archived_at? || @template.account.archived_at?
+
+    return redirect_to start_form_path(@template.slug) if is_archived
+
+    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 submitter_params
     params.require(:submitter).permit(:email, :phone, :name).tap do |attrs|
       attrs[:email] = Submissions.normalize_email(attrs[:email])
@@ -92,8 +135,42 @@ class StartFormController < ApplicationController
   end
 
   def load_template
-    slug = params[:slug] || params[:start_form_slug]
+    @template = Template.find_by!(slug: params[:slug] || params[:start_form_slug])
+  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(template, submitter)
+    return render :show, status: :unprocessable_content if submitter.errors.present?
+
+    if Submitters::StartForm.verify_2fa_and_save_submitter(submitter, request, is_new_record: submitter.new_record?)
+      redirect_to submit_form_path(submitter.slug)
+    else
+      if defined?(Rollbar) && template.preferences['shared_link_2fa'] != true
+        Rollbar.info("2FA link requested: #{submitter.id}")
+      end
+
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render :email_verification
+    end
+  rescue Submitters::StartForm::NotSaved
+    render :show, status: :unprocessable_content
+  rescue Submitters::BouncedEmail => e
+    @error_message = e.message
+
+    render :error, status: :unprocessable_content
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    redirect_to start_form_path(template.slug, params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  rescue RateLimit::LimitApproached
+    redirect_to start_form_path(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 +1,69 @@
+# frozen_string_literal: true
+
+class StartFormEmail2faSendController < ApplicationController
+  layout 'form'
+
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  before_action :load_template
+  before_action :authorize_start!
+
+  def create
+    @submitter = @template.submissions.new(account_id: @template.account_id)
+                          .submitters.new(**submitter_params, account_id: @template.account_id)
+
+    if @submitter.email.blank?
+      return redirect_to start_form_path(@template.slug), alert: I18n.t(:provide_your_email_to_start)
+    end
+
+    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::BouncedEmail => e
+    @error_message = e.message
+
+    render 'start_form/error', status: :unprocessable_content
+  rescue Submitters::UnableToSendCode => e
+    redirect_to start_form_path(@template.slug, params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  end
+
+  private
+
+  def load_template
+    @template = Template.find_by!(slug: params[:slug])
+  end
+
+  def authorize_start!
+    is_archived = @template.archived_at? || @template.account.archived_at?
+
+    return redirect_to start_form_path(@template.slug) if is_archived
+
+    return if (@template.shared_link? || (current_user && current_ability.can?(:read, @template))) &&
+              (@template.preferences['shared_link_2fa'] == true || submitter_exists?(@template, params))
+
+    Rollbar.warning("Not 2FA shared template: #{@template.id}") if defined?(Rollbar)
+
+    redirect_to start_form_path(@template.slug)
+  end
+
+  def submitter_exists?(template, params)
+    email = Submissions.normalize_email(params.dig(:submitter, :email))
+
+    return false if email.blank?
+
+    Submitters::StartForm.build_submitters_scope(template, exclude_completed: true).exists?(email:)
+  end
+
+  def submitter_params
+    params.require(:submitter).permit(:name, :email, :phone).tap do |attrs|
+      attrs[:email] = Submissions.normalize_email(attrs[:email])
+    end
+  end
+end

app/controllers/start_form_resubmit_controller.rb

@@ -0,0 +1,103 @@
+# frozen_string_literal: true
+
+class StartFormResubmitController < ApplicationController
+  layout 'form'
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  around_action :with_browser_locale
+  before_action :load_resubmit_submitter
+  before_action :load_template
+  before_action :authorize_start!
+
+  def update
+    @submitter = find_or_initialize_submitter(@template, @resubmit_submitter)
+
+    if Templates.filter_undefined_submitters(@template.submitters).size > 1 && @submitter.new_record?
+      @error_message = multiple_submitters_error_message
+
+      return render 'start_form/show', status: :unprocessable_content
+    end
+
+    if (is_new_record = @submitter.new_record?)
+      Submitters::StartForm.assign_submission_attributes(
+        @submitter, @template,
+        ip: request.remote_ip, user_agent: request.user_agent, resubmit_submitter: @resubmit_submitter,
+        source: @resubmit_submitter.submission.source_self? ? :self : :link
+      )
+
+      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)
+    elsif @submitter.save
+      Submitters::StartForm.enqueue_new_submitter_jobs(@submitter) if is_new_record
+
+      Submitters::StartForm.assign_start_form_cookie(@submitter, request)
+
+      redirect_to submit_form_path(@submitter.slug)
+    else
+      render 'start_form/show', status: :unprocessable_content
+    end
+  end
+
+  private
+
+  def find_or_initialize_submitter(template, resubmit_submitter)
+    Submitters::StartForm.build_submitters_scope(template, exclude_completed: true)
+                         .find_by(slug: cookies.encrypted[:start_form_slug],
+                                  email: resubmit_submitter.email) || Submitter.new
+  end
+
+  def load_resubmit_submitter
+    @resubmit_submitter = Submitter.find_by(slug: params[:resubmit])
+
+    raise ActiveRecord::RecordNotFound if @resubmit_submitter.blank? ||
+                                          !Submitters::StartForm.can_resubmit?(@resubmit_submitter)
+  end
+
+  def load_template
+    @template = @resubmit_submitter.template
+  end
+
+  def authorize_start!
+    redirect_to submit_form_path(@resubmit_submitter.slug) if @template.archived_at? || @template.account.archived_at?
+  end
+
+  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)
+    if Submitters::StartForm.verify_2fa_and_save_submitter(submitter, request,
+                                                           is_new_record: submitter.new_record?)
+      redirect_to submit_form_path(submitter.slug)
+    else
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render 'start_form/email_verification'
+    end
+  rescue Submitters::StartForm::NotSaved
+    render 'start_form/show', status: :unprocessable_content
+  rescue Submitters::BouncedEmail => e
+    @error_message = e.message
+
+    render 'start_form/error', status: :unprocessable_content
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    flash.now[:alert] = e.message
+
+    render 'start_form/email_verification'
+  rescue RateLimit::LimitApproached
+    flash.now[:alert] = I18n.t(:too_many_attempts)
+
+    render 'start_form/email_verification'
+  end
+end

app/controllers/start_form_self_controller.rb

@@ -0,0 +1,50 @@
+# frozen_string_literal: true
+
+class StartFormSelfController < ApplicationController
+  load_resource :template, parent: false
+
+  around_action :with_browser_locale
+  before_action :authorize_start!
+
+  def update
+    @submitter = Submitters::StartForm.build_submitters_scope(@template, exclude_completed: true, source: :self)
+                                      .find_or_initialize_by(email: current_user.email)
+
+    @submitter = Submitter.new(email: current_user.email) if @submitter.persisted? &&
+                                                             outdated_template_fields?(@submitter, @template)
+
+    if (is_new_record = @submitter.new_record?)
+      @submitter.name = current_user.full_name
+
+      Submitters::StartForm.assign_submission_attributes(
+        @submitter, @template, ip: request.remote_ip, user_agent: request.user_agent, source: :self
+      )
+
+      Submissions::AssignDefinedSubmitters.call(@submitter.submission)
+    else
+      @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
+    end
+
+    @submitter.save!
+
+    Submitters::StartForm.enqueue_new_submitter_jobs(@submitter) if is_new_record
+
+    Submitters::StartForm.assign_start_form_cookie(@submitter, request)
+
+    redirect_to submit_form_path(@submitter.slug)
+  end
+
+  private
+
+  def outdated_template_fields?(submitter, template)
+    template_fields = submitter.submission.template_fields
+
+    template_fields.present? && template_fields != template.fields
+  end
+
+  def authorize_start!
+    authorize!(:read, @template)
+
+    redirect_to template_path(@template) if @template.archived_at?
+  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 +1,30 @@
+# 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
+    render :index, layout: 'plain'
+  end
+end

app/controllers/submissions_archived_controller.rb

@@ -4,12 +4,42 @@ class SubmissionsArchivedController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
-                               .preload(:created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user)
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
 
-    @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
+    @submissions = Submissions::Filter.call(@submissions, current_user, params)
+
+    @submissions =
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
+        @submissions.order(completed_at: :desc)
+      else
+        @submissions.order(id: :desc)
+      end
+
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
+
+    template_scope = @submissions.all?(&:template_submitters) ? Template.select_for_list : nil
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions,
+                                              associations: :template,
+                                              scope: template_scope).call
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions.filter_map(&:template),
+                                              associations: :author).call
+
+    render_infinite_scroll(@pagy, @submissions) if turbo_infinite_scroll?
+  end
+
+  private
+
+  def render_infinite_scroll(pagy, submissions)
+    render turbo_stream: [
+      turbo_stream.before('infinite_scroll', partial: 'templates/submission', collection: submissions,
+                                             locals: { with_template: true, archived: true }),
+      turbo_stream.replace('infinite_scroll', partial: 'shared/infinite_scroll', locals: { pagy: })
+    ]
   end
 end

app/controllers/submissions_controller.rb

@@ -1,30 +1,58 @@
 # frozen_string_literal: true
 
 class SubmissionsController < ApplicationController
-  before_action :load_template, only: %i[new create]
+  load_and_authorize_resource :template, only: %i[new create]
-  authorize_resource :template, only: %i[new create]
-
   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
+
+  STATUS_BADGES = {
+    'awaiting' => 'badge-info', 'sent' => 'badge-info', 'completed' => 'badge-success',
+    'opened' => 'badge-warning', 'declined' => 'badge-error'
+  }.freeze
+
+  STATUS_ICONS = {
+    'awaiting' => 'clock', 'sent' => 'send', 'completed' => 'circle_check',
+    'opened' => 'mail_opened', 'declined' => 'x_circle'
+  }.freeze
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
+    unless @submission.completed_at?
+      ActiveRecord::Associations::Preloader.new(
+        records: [@submission],
+        associations: [{ submitters: :start_form_submission_events }]
+      ).call
+    end
+
     render :show, layout: 'plain'
   end
 
   def new
     authorize!(:new, Submission)
+
+    render :new, layout: 'plain'
   end
 
   def create
-    authorize!(:create, Submission)
+    return redirect_to template_path(@template), alert: I18n.t('template_has_been_archived') if @template.archived_at?
 
-    save_template_message(@template, params) if params[:save_message] == '1'
+    save_template_message(@template, params) if params[:save_message] == '1' && can?(:update, @template)
 
-    if params[:is_custom_message] != '1'
+    [params.delete(:subject), params.delete(:body)] if params[:is_custom_message] != '1'
-      params.delete(:subject)
-      params.delete(:body)
-    end
 
     submissions =
       if params[:emails].present?
@@ -35,42 +63,65 @@ 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',
-                                           submissions_attrs: submissions_params[:submission].to_h.values,
-                                           params: params.merge('send_completed_email' => true))
       end
 
-    submissions.each do |submission|
+    WebhookUrls.enqueue_events(submissions, 'submission.created')
-      SendSubmissionCreatedWebhookRequestJob.perform_async({ 'submission_id' => submission.id })
-    end
 
     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
     notice =
-      if params[:permanently].present?
+      if params[:permanently].in?(['true', true])
         @submission.destroy!
 
-        'Submission has been removed'
+        I18n.t('submission_has_been_removed')
       else
         @submission.update!(archived_at: Time.current)
 
-        SendSubmissionArchivedWebhookRequestJob.perform_async('submission_id' => @submission.id)
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
 
-        'Submission has been archived'
+        I18n.t('submission_has_been_archived')
       end
 
-    redirect_back(fallback_location: template_path(@submission.template), notice:)
+    if turbo_native_app? && request.format.turbo_stream?
+      flash.now[:notice] = notice
+
+      render turbo_stream: [turbo_stream.remove(@submission), turbo_stream.append_all('body', partial: 'shared/flash')]
+    else
+      redirect_back(fallback_location: @submission.template_id ? template_path(@submission.template) : root_path,
+                    notice:)
+    end
   end
 
   private
 
+  def create_submissions(template, submissions_params, params)
+    normalize_message_submitter_uuids!(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?
@@ -79,10 +130,25 @@ class SubmissionsController < ApplicationController
   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
+  def normalize_message_submitter_uuids!(params)
-    @template = Template.accessible_by(current_ability).find(params[:template_id])
+    return if params[:request_email_per_submitter] == '1'
+
+    uuids = params[:email_message_submitter_uuids]
+
+    return if uuids.blank?
+    return if params[:subject].blank? && params[:body].blank?
+
+    params[:submitter_preferences] =
+      Array.wrap(uuids).index_with { { 'subject' => params[:subject], 'body' => params[:body] } }
+
+    params[:request_email_per_submitter] = '1'
+
+    params.delete(:subject)
+    params.delete(:body)
+
+    params
   end
 end

app/controllers/submissions_dashboard_controller.rb

@@ -4,17 +4,43 @@ class SubmissionsDashboardController < ApplicationController
   load_and_authorize_resource :submission, parent: false
 
   def index
-    @submissions = @submissions.joins(:template)
+    @submissions = @submissions.left_joins(:template)
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
-                               .preload(:created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user)
 
-    @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
+    @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
-    @submissions = @submissions.pending if params[:status] == 'pending'
+    @submissions =
-    @submissions = @submissions.completed if params[:status] == 'completed'
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
+        @submissions.order(completed_at: :desc)
+      else
+        @submissions.order(id: :desc)
+      end
 
-    @pagy, @submissions = pagy(@submissions.preload(:submitters).order(id: :desc))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
+
+    template_scope = @submissions.all?(&:template_submitters) ? Template.select_for_list : nil
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions,
+                                              associations: :template,
+                                              scope: template_scope).call
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions.filter_map(&:template),
+                                              associations: :author).call
+
+    render_infinite_scroll(@pagy, @submissions) if turbo_infinite_scroll?
+  end
+
+  private
+
+  def render_infinite_scroll(pagy, submissions)
+    render turbo_stream: [
+      turbo_stream.before('infinite_scroll', partial: 'templates/submission', collection: submissions,
+                                             locals: { with_template: true }),
+      turbo_stream.replace('infinite_scroll', partial: 'shared/infinite_scroll', locals: { pagy: })
+    ]
   end
 end

app/controllers/submissions_debug_controller.rb

@@ -9,7 +9,7 @@ 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

app/controllers/submissions_download_controller.rb

@@ -1,40 +1,17 @@
 # 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)
-      Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)
-
-      return head :not_found
-    end
-
-    if params[:combined]
-      url = build_combined_url(submitter)
 
       if url
         render json: [url]
@@ -42,29 +19,7 @@ class SubmissionsDownloadController < ApplicationController
         head :not_found
       end
     else
-      render json: build_urls(last_submitter)
+      render json: Submitters.build_document_urls(last_submitter)
     end
   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.from_now.to_i)
-    end
-  end
-
-  def build_combined_url(submitter)
-    return if submitter.submission.submitters.exists?(completed_at: nil)
-    return if submitter.submission.submitters.order(:completed_at).last != submitter
-
-    attachment = submitter.submission.combined_document_attachment
-    attachment ||= Submissions::GenerateCombinedAttachment.call(submitter)
-
-    ActiveStorage::Blob.proxy_url(attachment.blob, expires_at: FILES_TTL.from_now.to_i)
-  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.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!(:destroy, @submission)
+
+    @submission.update!(archived_at: nil)
+
+    redirect_to submission_path(@submission), notice: I18n.t('submission_has_been_unarchived')
+  end
+end

app/controllers/submit_form_click_email_controller.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+class SubmitFormClickEmailController < ActionController::API
+  def create
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    if params[:t].present? && params[:t] == SubmissionEvents.build_tracking_param(@submitter, 'click_email')
+      SubmissionEvents.create_with_tracking_data(@submitter, 'click_email', request)
+    end
+
+    render json: {}
+  end
+end

app/controllers/submit_form_completed_download_controller.rb

@@ -0,0 +1,73 @@
+# 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 = @submitter&.slug == submitter_slug
+
+    @submitter = Submitter.find_by!(slug: submitter_slug) unless signature_valid
+
+    unless completed_submitter?(@submitter)
+      Rollbar.error("Not completed: #{@submitter.id}") if defined?(Rollbar)
+
+      return head :not_found
+    end
+
+    Submissions::EnsureResultGenerated.call(@submitter) if @submitter.completed_at?
+
+    last_submitter = @submitter.submission.submitters.completed.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, with_order: true)
+        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]
+  end
+
+  def respond_with_combined(submitter)
+    url = Submitters.build_combined_url(submitter)
+
+    if url
+      render json: [url]
+    else
+      head :not_found
+    end
+  end
+
+  def completed_submitter?(submitter)
+    submitter.completed_at? || (submitter.viewer? && submitter.submission.completed_at?)
+  end
+
+  def current_user_submitter?(submitter)
+    current_user && current_ability.can?(:read, submitter)
+  end
+end

app/controllers/submit_form_controller.rb

@@ -3,69 +3,145 @@
 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
 
+  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 redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
+    return render :email_2fa unless Submitters::AuthorizedForForm.pass_email_2fa?(@submitter, request)
-    return render :archived if @submitter.submission.template.archived_at? || @submitter.submission.archived_at?
-    return render :expired if @submitter.submission.expired?
 
-    Submitters.preload_with_pages(@submitter)
+    if @submitter.completed_at? || submission.completed_at?
-
+      return redirect_to submit_form_completed_path(@submitter.slug)
-    Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
+    end
-
-    @attachments_index = ActiveStorage::Attachment.where(record: @submitter.submission.submitters, name: :attachments)
-                                                  .preload(:blob).index_by(&:uuid)
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
-    return unless @form_configs[:prefill_signature]
+    return render :awaiting if (@form_configs[:enforce_signing_order] ||
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
+                               !Submitters.current_submitter_order?(@submitter)
 
-    if (user_signature = UserConfigs.load_signature(current_user))
+    Submissions.preload_with_pages(submission)
-      @signature_attachment = ActiveStorage::Attachment.find_or_create_by!(
+
-        blob_id: user_signature.blob_id,
+    @attachments_index = build_attachments_index(submission)
-        name: 'attachments',
+
-        record: @submitter
+    if current_user && current_user.email == @submitter.email
-      )
+      @current_user_data = current_user.as_json(only: %i[first_name last_name], methods: %i[full_name])
+
+      initials = UserConfigs.load_initials(current_user)
+
+      @prefill_initials = Submitters.build_prefill_attachment_data(@submitter, initials) if initials
     end
 
-    @signature_attachment ||=
+    return unless @form_configs[:prefill_signature]
-      Submitters::MaybeAssignDefaultBrowserSignature.call(@submitter, params, cookies, @attachments_index.values)
 
-    @attachments_index[@signature_attachment.uuid] = @signature_attachment if @signature_attachment
+    signature = UserConfigs.load_signature(current_user) ||
+                Submitters::FindRememberedSignature.call(@submitter, params, cookies)
+
+    @prefill_signature = Submitters.build_prefill_attachment_data(@submitter, signature) if signature
   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?
-      return render json: { error: 'Form has been archived.' }, status: :unprocessable_entity
+      return render json: { error: I18n.t('form_has_been_completed_already') }, status: :unprocessable_content
     end
 
-    if submitter.submission.expired?
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
-      return render json: { error: 'Form has been expired.' }, status: :unprocessable_entity
+      return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
     end
 
-    Submitters::SubmitValues.call(submitter, params, request)
+    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
+
+    if @submitter.viewer?
+      Rollbar.warning("Submit viewer: #{@submitter.id}") if defined?(Rollbar)
+
+      return render json: { error: I18n.t('form_is_view_only') }, 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.completed.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
+
+    maybe_render_locked_page
+  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 +1,48 @@
+# 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? ||
+                                                            @submitter.viewer? ||
+                                                            !Submitters::AuthorizedForForm.call(@submitter,
+                                                                                                current_user,
+                                                                                                request)
+
+    ApplicationRecord.transaction do
+      @submitter.update!(declined_at: Time.current, values: @submitter.preferences['default_values'] || {})
+
+      SubmissionEvents.create_with_tracking_data(@submitter, 'decline_form', request, { reason: params[:reason] })
+    end
+
+    user = @submitter.submission.created_by_user || @submitter.template.author
+
+    if Users.send_emails?(user) &&
+       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 +1,50 @@
+# 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? ||
+                                                            @submitter.viewer? ||
+                                                            !Submitters::AuthorizedForForm.call(@submitter,
+                                                                                                current_user,
+                                                                                                request,
+                                                                                                with_order: true)
+
+    @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),
+                         values: Submitters.fetch_values_for_delegate(@submitter))
+    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 +1,43 @@
+# 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.completed_at? ||
+                                          @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,
+                                                                              with_order: true)
+
+    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

@@ -12,7 +12,10 @@ class SubmitFormDrawSignatureController < ApplicationController
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
 
-    if @submitter.submission.template.archived_at? || @submitter.submission.archived_at?
+    return redirect_to submit_form_path(@submitter.slug) if @submitter.viewer?
+
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at? ||
+       !Submitters::AuthorizedForForm.call(@submitter, current_user, request, with_order: true)
       return redirect_to submit_form_path(@submitter.slug)
     end
 

app/controllers/submit_form_email_2fas_controller.rb

@@ -0,0 +1,58 @@
+# frozen_string_literal: true
+
+class SubmitFormEmail2fasController < ApplicationController
+  around_action :with_browser_locale
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  before_action :load_submitter
+
+  def create
+    RateLimit.call("verify-2fa-code-#{@submitter.id}", limit: 2, ttl: 45.seconds, enabled: true)
+    RateLimit.call("verify-2fa-code-1h-#{@submitter.id}", limit: 10, ttl: 1.hour, enabled: true)
+    RateLimit.call("verify-2fa-code-1d-#{@submitter.id}", limit: 20, ttl: 1.day, 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: Submitters::StartForm::COOKIES_TTL.from_now,
+          **Submitters::StartForm::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)
+
+    if Docuseal.multitenant? && Submitters.email_bounced_recently?(@submitter.email)
+      Rollbar.warning("Bounced OTP email for submitter: #{@submitter.id}") if defined?(Rollbar)
+
+      return redirect_to submit_form_path(@submitter.slug, status: :error), alert: I18n.t(:verification_email_bounced)
+    end
+
+    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 +1,64 @@
+# 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: attrs[: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? &&
+      !submitter.viewer? &&
+      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 +1,44 @@
+# 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 unless authorized_submitter?(@submitter)
+
+    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
+
+  private
+
+  def authorized_submitter?(submitter)
+    !submitter.declined_at? &&
+      !submitter.completed_at? &&
+      !submitter.submission.archived_at? &&
+      !submitter.submission.completed_at? &&
+      !submitter.submission.expired? &&
+      !submitter.submission.template&.archived_at? &&
+      !submitter.account.archived_at? &&
+      Submitters::AuthorizedForForm.call(submitter, current_user, request, with_order: true)
+  end
+end

app/controllers/submit_form_prefill_attachments_controller.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+class SubmitFormPrefillAttachmentsController < ActionController::API
+  include ActiveStorage::SetCurrent
+
+  def create
+    submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    unless can_upload?(submitter)
+      return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
+    end
+
+    uuid, slug = ApplicationRecord.signed_id_verifier.verify(params[:prefill_token], purpose: :prefill_attachment)
+
+    raise ActiveRecord::RecordNotFound if slug != submitter.slug
+
+    source_attachment = ActiveStorage::Attachment.find_by!(uuid:)
+
+    attachment = submitter.attachments_attachments.find_or_create_by!(blob_id: source_attachment.blob_id)
+
+    render json: attachment.as_json(only: %i[uuid created_at], methods: %i[url filename content_type])
+  end
+
+  private
+
+  def can_upload?(submitter)
+    !submitter.declined_at? &&
+      !submitter.completed_at? &&
+      !submitter.submission.archived_at? &&
+      !submitter.submission.expired? &&
+      !submitter.submission.template&.archived_at?
+  end
+end

app/controllers/submit_form_upload_controller.rb

@@ -0,0 +1,86 @@
+# frozen_string_literal: true
+
+class SubmitFormUploadController < ActionController::API
+  include ActionController::Cookies
+  include ActiveStorage::SetCurrent
+
+  before_action :load_submitter
+  before_action :authorize_upload!
+
+  COOKIE_STORE_LIMIT = 10
+
+  def create
+    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
+
+  private
+
+  def load_submitter
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+  end
+
+  def authorize_upload!
+    unless can_upload?(@submitter)
+      return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
+    end
+
+    return if Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+
+    render json: { error: I18n.t('verification_required_refresh_the_page_and_pass_2fa') },
+           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

app/controllers/submit_form_values_controller.rb

@@ -5,17 +5,21 @@ class SubmitFormValuesController < ApplicationController
   skip_authorization_check
 
   def index
-    submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return render json: {} if submitter.completed_at?
+    return render json: {} if @submitter.completed_at? ||
-    return render json: {} if submitter.submission.template.archived_at? || submitter.submission.archived_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']]
+    value = @submitter.values[params['field_uuid']]
-    attachment = submitter.attachments.where(created_at: params[:after]..).find_by(uuid: value) if value.present?
+    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])
-    }, head: :ok
+    }
   end
 end

app/controllers/submit_form_view_controller.rb

@@ -0,0 +1,18 @@
+# frozen_string_literal: true
+
+class SubmitFormViewController < ActionController::API
+  def create
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+
+    return head :forbidden if Submitter.signed_id_verifier.verified(params[:v], purpose: :view_form) != @submitter.slug
+
+    @submitter.opened_at = Time.current
+    @submitter.save
+
+    SubmissionEvents.create_with_tracking_data(@submitter, 'view_form', request)
+
+    WebhookUrls.enqueue_events(@submitter, 'form.viewed')
+
+    render json: {}
+  end
+end

app/controllers/submitters_autocomplete_controller.rb

@@ -7,27 +7,41 @@ class SubmittersAutocompleteController < ApplicationController
   LIMIT = 100
 
   def index
-    submitters = search_submitters(@submitters)
+    field = SELECT_COLUMNS.find { |c| c == params[:field] }
 
-    values = submitters.limit(LIMIT).group(SELECT_COLUMNS.join(', ')).pluck(SELECT_COLUMNS.join(', '))
+    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 }
-    attrs = attrs.uniq { |e| e[params[:field]] } if params[:field].present?
 
     render json: attrs
   end
 
   private
 
-  def search_submitters(submitters)
+  def search_submitters(submitters, field)
-    if SELECT_COLUMNS.include?(params[:field])
+    if field
-      column = Submitter.arel_table[params[:field].to_sym]
+      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}%"
+        term = "#{ActiveRecord::Base.sanitize_sql_like(params[:q].downcase)}%"
 
-      submitters.where(column.matches(term))
+        submitters.where(column.matches(term))
+      end
     else
-      Submitters.search(submitters, params[:q])
+      Submitters.search(current_user, submitters, params[:q])
     end
   end
 end

app/controllers/submitters_controller.rb

@@ -0,0 +1,90 @@
+# 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
+
+    render :edit, layout: 'plain'
+  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.completed_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: %w[submitter_invitation submitter_view_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

@@ -1,16 +1,18 @@
 # 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_async('submitter_id' => @submitter.id)
@@ -18,6 +20,6 @@ class SubmittersSendEmailController < ApplicationController
     @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

@@ -3,14 +3,22 @@
 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: 'File is missing' }, status: :unprocessable_entity
+      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)
+    documents, = Templates::CreateAttachments.call(@template, params, extract_fields: true)
 
     schema = documents.map do |doc|
       { attachment_uuid: doc.uuid, name: doc.filename.base }
@@ -21,13 +29,13 @@ class TemplateDocumentsController < ApplicationController
       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_uuid],
+        methods: %i[metadata signed_key],
         include: {
           preview_images: { methods: %i[url metadata filename] }
         }
       )
     }
   rescue Templates::CreateAttachments::PdfEncrypted
-    render json: { error: 'PDF encrypted' }, status: :unprocessable_entity
+    render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_content
   end
 end