Merge from docusealco/wip

This reverts commit e41fe5fbca.

.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:
+- ''

.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: 3.3.4
+          ruby-version: 3.4.2
       - 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: 3.3.4
+          ruby-version: 3.4.2
       - name: Cache gems
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: vendor/bundle
           key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
@@ -49,13 +51,14 @@ 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:
@@ -63,7 +66,7 @@ jobs:
       - name: Cache directory path
         id: yarn-cache-dir-path
         run: echo "::set-output name=dir::$(yarn cache dir)"
-      - uses: actions/cache@v1
+      - uses: actions/cache@v4
         id: yarn-cache
         with:
           path: ${{ steps.yarn-cache-dir-path.outputs.dir }}
@@ -77,9 +80,38 @@ jobs:
         run: |
           ./node_modules/eslint/bin/eslint.js "app/javascript/**/*.js"
 
+  brakeman:
+    name: Brakeman
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - uses: actions/checkout@v4
+      - name: Install Ruby
+        uses: ruby/setup-ruby@v1
+        with:
+          ruby-version: 3.4.2
+      - name: Cache gems
+        uses: actions/cache@v4
+        with:
+          path: vendor/bundle
+          key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-gem-
+      - name: Install gems
+        run: |
+          gem install bundler
+          bundle config path vendor/bundle
+          bundle install --jobs 4 --retry 4
+          yarn install
+          sudo apt-get update
+          sudo apt-get install libvips
+      - name: Run Brakeman
+        run: bundle exec brakeman -q --exit-on-warn
+
   rspec:
     name: RSpec
     runs-on: ubuntu-latest
+    timeout-minutes: 10
 
     services:
       postgres:
@@ -96,11 +128,11 @@ jobs:
           --health-retries 5
 
     steps:
-      - uses: actions/checkout@v2
+      - uses: actions/checkout@v4
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 3.3.4
+          ruby-version: 3.4.2
       - name: Set up Node
         uses: actions/setup-node@v1
         with:
@@ -110,12 +142,12 @@ jobs:
         with:
           chrome-version: 125
       - name: Cache node_modules
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: node_modules
           key: ${{ runner.os }}-node-${{ hashFiles('**/yarn.lock') }}
       - name: Cache gems
-        uses: actions/cache@v1
+        uses: actions/cache@v4
         with:
           path: vendor/bundle
           key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
@@ -130,7 +162,10 @@ jobs:
           bundle install --jobs 4 --retry 4
           yarn install
           sudo apt-get update
-          sudo apt-get install libvips
+          sudo apt-get install -y libvips
+          wget -O pdfium-linux.tgz "https://github.com/docusealco/pdfium-binaries/releases/latest/download/pdfium-linux-$(uname -m | sed 's/x86_64/x64/;s/aarch64/arm64/').tgz"
+          sudo tar -xzf pdfium-linux.tgz --strip-components=1 -C /usr/lib lib/libpdfium.so
+          rm -f pdfium-linux.tgz
       - name: Run
         env:
           RAILS_ENV: test

.github/workflows/docker.yml

@@ -1,13 +1,27 @@
 name: Build Docker Images
 
 on:
-  push:
+  workflow_dispatch:
-    tags:
+    inputs:
-      - "*.*.*"
+      version:
+        description: Version
+        type: string
+        required: true
+      image:
+        description: QEMU image
+        type: string
+        required: false
+        default: tonistiigi/binfmt:latest
+      os:
+        description: OS
+        type: string
+        required: false
+        default: ubuntu-24.04-arm
 
 jobs:
   build:
-    runs-on: ubuntu-latest
+    runs-on: ${{ inputs.os }}
+    timeout-minutes: 20
 
     steps:
     - name: Checkout code
@@ -15,32 +29,32 @@ 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: latest,${{ inputs.version }}
-        tags: |
+
-          type=semver,pattern={{version}}
     - name: Set up QEMU
-      uses: docker/setup-qemu-action@v2
+      uses: docker/setup-qemu-action@v3
+      with:
+        image: ${{ inputs.image }}
 
     - 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
+      run: echo ${{ inputs.version }} > .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

@@ -42,6 +42,15 @@ Metrics/CyclomaticComplexity:
 Metrics/PerceivedComplexity:
   Max: 15
 
+Style/MultipleComparison:
+  Enabled: false
+
+Style/NumericPredicate:
+  Enabled: false
+
+Naming/PredicateMethod:
+  Enabled: false
+
 Layout/LineLength:
   AllowedPatterns: ['\A\s*#']
 
@@ -51,25 +60,28 @@ Metrics/AbcSize:
     - 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: 9
+  Max: 15
+
+RSpec/AnyInstance:
+  Enabled: false
 
 Metrics/BlockNesting:
-  Max: 4
+  Max: 5
 
 Rails/I18nLocaleTexts:
   Enabled: false

Dockerfile

@@ -1,12 +1,22 @@
-FROM ruby:3.3.4-alpine as fonts
+FROM ruby:3.4.2-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/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 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/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 && \
+    wget -O /model.onnx "https://github.com/docusealco/fields-detection/releases/download/1.1.0/model_704_int8.onnx" && \
+    wget -O pdfium-linux.tgz "https://github.com/docusealco/pdfium-binaries/releases/latest/download/pdfium-linux-$(uname -m | sed 's/x86_64/x64/;s/aarch64/arm64/').tgz" && \
+    mkdir -p /pdfium-linux && \
+    tar -xzf pdfium-linux.tgz -C /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:3.3.4-alpine as webpack
+FROM ruby:3.4.2-alpine AS webpack
 
 ENV RAILS_ENV=production
 ENV NODE_ENV=production
@@ -32,7 +42,7 @@ COPY ./app/views ./app/views
 
 RUN echo "gem 'shakapacker'" > Gemfile && ./bin/shakapacker
 
-FROM ruby:3.3.4-alpine as app
+FROM ruby:3.4.2-alpine AS app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
@@ -41,7 +51,7 @@ ENV OPENSSL_CONF=/app/openssl_legacy.cnf
 
 WORKDIR /app
 
-RUN echo '@edge https://dl-cdn.alpinelinux.org/alpine/edge/community' >> /etc/apk/repositories && apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev vips-poppler poppler-utils redis libheif@edge vips-heif gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
+RUN apk add --no-cache sqlite-dev libpq-dev mariadb-dev vips-dev yaml-dev redis libheif vips-heif gcompat ttf-freefont && mkdir /fonts && rm /usr/share/fonts/freefont/FreeSans.otf
 
 RUN echo $'.include = /etc/ssl/openssl.cnf\n\
 \n\
@@ -57,24 +67,30 @@ activate = 1' >> /app/openssl_legacy.cnf
 
 COPY ./Gemfile ./Gemfile.lock ./
 
-RUN apk add --no-cache build-base && bundle install && apk del --no-cache 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 && bundle install && apk del --no-cache 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 && ln -sf /usr/lib/libonnxruntime.so.1 $(ruby -e "print Dir[Gem::Specification.find_by_name('onnxruntime').gem_dir + '/vendor/*.so'].first")
+
+RUN echo 'https://dl-cdn.alpinelinux.org/alpine/edge/main' >> /etc/apk/repositories && echo 'https://dl-cdn.alpinelinux.org/alpine/edge/community' >> /etc/apk/repositories && apk add --no-cache onnxruntime
 
 COPY ./bin ./bin
 COPY ./app ./app
 COPY ./config ./config
-COPY ./db ./db
+COPY ./db/migrate ./db/migrate
 COPY ./log ./log
 COPY ./lib ./lib
 COPY ./public ./public
 COPY ./tmp ./tmp
 COPY LICENSE README.md Rakefile config.ru .version ./
+COPY .version ./public/version
 
-COPY --from=fonts /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts
+COPY --from=download /fonts/GoNotoKurrent-Regular.ttf /fonts/GoNotoKurrent-Bold.ttf /fonts/DancingScript-Regular.otf /fonts/OFL.txt /fonts
-COPY --from=fonts /fonts/FreeSans.ttf /usr/share/fonts/freefont
+COPY --from=download /fonts/FreeSans.ttf /usr/share/fonts/freefont
+COPY --from=download /pdfium-linux/lib/libpdfium.so /usr/lib/libpdfium.so
+COPY --from=download /pdfium-linux/licenses/pdfium.txt /usr/lib/libpdfium-LICENSE.txt
+COPY --from=download /model.onnx /app/tmp/model.onnx
 COPY --from=webpack /app/public/packs ./public/packs
 
 RUN ln -s /fonts /app/public/fonts
-RUN bundle exec bootsnap precompile --gemfile app/ lib/
+RUN bundle exec bootsnap precompile -j 1 --gemfile app/ lib/
 
 WORKDIR /data/docuseal
 ENV WORKDIR=/data/docuseal

Gemfile

@@ -2,7 +2,7 @@
 
 source 'https://rubygems.org'
 
-ruby '3.3.4'
+ruby '3.4.2'
 
 gem 'arabic-letter-connector', require: 'arabic-letter-connector/logic'
 gem 'aws-sdk-s3', require: false
@@ -11,6 +11,7 @@ gem 'azure-storage-blob', require: false
 gem 'bootsnap', require: false
 gem 'cancancan'
 gem 'csv'
+gem 'csv-safe'
 gem 'devise'
 gem 'devise-two-factor'
 gem 'dotenv', require: false
@@ -23,7 +24,9 @@ gem 'image_processing'
 gem 'jwt'
 gem 'lograge'
 gem 'mysql2', require: false
+gem 'numo-narray'
 gem 'oj'
+gem 'onnxruntime'
 gem 'pagy'
 gem 'pg', require: false
 gem 'premailer-rails'
@@ -34,6 +37,7 @@ gem 'rails'
 gem 'rails_autolink'
 gem 'rails-i18n'
 gem 'rotp'
+gem 'rouge', require: false
 gem 'rqrcode'
 gem 'ruby-vips'
 gem 'rubyXL'
@@ -46,7 +50,6 @@ gem 'twitter_cldr', require: false
 gem 'tzinfo-data'
 
 group :development, :test do
-  gem 'annotate'
   gem 'better_html'
   gem 'bullet'
   gem 'debug'
@@ -63,6 +66,9 @@ 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

Gemfile.lock

@@ -1,67 +1,67 @@
 GEM
   remote: https://rubygems.org/
   specs:
-    actioncable (7.2.1.1)
+    actioncable (8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
       zeitwerk (~> 2.6)
-    actionmailbox (7.2.1.1)
+    actionmailbox (8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      activejob (= 7.2.1.1)
+      activejob (= 8.0.2.1)
-      activerecord (= 7.2.1.1)
+      activerecord (= 8.0.2.1)
-      activestorage (= 7.2.1.1)
+      activestorage (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       mail (>= 2.8.0)
-    actionmailer (7.2.1.1)
+    actionmailer (8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      actionview (= 7.2.1.1)
+      actionview (= 8.0.2.1)
-      activejob (= 7.2.1.1)
+      activejob (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       mail (>= 2.8.0)
       rails-dom-testing (~> 2.2)
-    actionpack (7.2.1.1)
+    actionpack (8.0.2.1)
-      actionview (= 7.2.1.1)
+      actionview (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       nokogiri (>= 1.8.5)
-      racc
+      rack (>= 2.2.4)
-      rack (>= 2.2.4, < 3.2)
       rack-session (>= 1.0.1)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
       useragent (~> 0.16)
-    actiontext (7.2.1.1)
+    actiontext (8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      activerecord (= 7.2.1.1)
+      activerecord (= 8.0.2.1)
-      activestorage (= 7.2.1.1)
+      activestorage (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.1.1)
+    actionview (8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       builder (~> 3.1)
       erubi (~> 1.11)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
-    activejob (7.2.1.1)
+    activejob (8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       globalid (>= 0.3.6)
-    activemodel (7.2.1.1)
+    activemodel (8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
-    activerecord (7.2.1.1)
+    activerecord (8.0.2.1)
-      activemodel (= 7.2.1.1)
+      activemodel (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       timeout (>= 0.4.0)
-    activestorage (7.2.1.1)
+    activestorage (8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      activejob (= 7.2.1.1)
+      activejob (= 8.0.2.1)
-      activerecord (= 7.2.1.1)
+      activerecord (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       marcel (~> 1.0)
-    activesupport (7.2.1.1)
+    activesupport (8.0.2.1)
       base64
+      benchmark (>= 0.3)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.3.1)
       connection_pool (>= 2.2.5)
@@ -71,31 +71,30 @@ GEM
       minitest (>= 5.1)
       securerandom (>= 0.3)
       tzinfo (~> 2.0, >= 2.0.5)
+      uri (>= 0.13.1)
     addressable (2.8.7)
       public_suffix (>= 2.0.2, < 7.0)
-    annotate (3.2.0)
+    annotaterb (4.14.0)
-      activerecord (>= 3.2, < 8.0)
-      rake (>= 10.4, < 14.0)
     arabic-letter-connector (0.1.1)
-    ast (2.4.2)
+    ast (2.4.3)
     aws-eventstream (1.3.0)
-    aws-partitions (1.985.0)
+    aws-partitions (1.1027.0)
-    aws-sdk-core (3.209.1)
+    aws-sdk-core (3.214.0)
       aws-eventstream (~> 1, >= 1.3.0)
-      aws-partitions (~> 1, >= 1.651.0)
+      aws-partitions (~> 1, >= 1.992.0)
       aws-sigv4 (~> 1.9)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.94.0)
+    aws-sdk-kms (1.96.0)
-      aws-sdk-core (~> 3, >= 3.207.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.167.0)
+    aws-sdk-s3 (1.176.1)
-      aws-sdk-core (~> 3, >= 3.207.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sdk-kms (~> 1)
       aws-sigv4 (~> 1.5)
-    aws-sdk-secretsmanager (1.108.0)
+    aws-sdk-secretsmanager (1.110.0)
-      aws-sdk-core (~> 3, >= 3.207.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sigv4 (~> 1.5)
-    aws-sigv4 (1.10.0)
+    aws-sigv4 (1.10.1)
       aws-eventstream (~> 1, >= 1.0.2)
     azure-storage-blob (2.0.3)
       azure-storage-common (~> 2.0)
@@ -105,8 +104,9 @@ GEM
       faraday_middleware (~> 1.0, >= 1.0.0.rc1)
       net-http-persistent (~> 4.0)
       nokogiri (~> 1, >= 1.10.8)
-    base64 (0.2.0)
+    base64 (0.3.0)
     bcrypt (3.1.20)
+    benchmark (0.4.1)
     better_html (2.1.1)
       actionview (>= 6.0)
       activesupport (>= 6.0)
@@ -114,12 +114,14 @@ GEM
       erubi (~> 1.4)
       parser (>= 2.4)
       smart_properties
-    bigdecimal (3.1.8)
+    bigdecimal (3.2.2)
     bindex (0.8.1)
     bootsnap (1.18.4)
       msgpack (~> 1.2)
+    brakeman (7.0.0)
+      racc
     builder (3.3.0)
-    bullet (7.2.0)
+    bullet (8.0.0)
       activesupport (>= 3.0.0)
       uniform_notifier (~> 1.11)
     camertron-eprun (1.1.1)
@@ -139,20 +141,22 @@ GEM
     cldr-plurals-runtime-rb (1.1.0)
     cmdparse (3.0.7)
     coderay (1.1.3)
-    concurrent-ruby (1.3.4)
+    concurrent-ruby (1.3.5)
-    connection_pool (2.4.1)
+    connection_pool (2.5.3)
     crack (1.0.0)
       bigdecimal
       rexml
     crass (1.0.6)
-    css_parser (1.19.0)
+    css_parser (1.21.0)
       addressable
-    csv (3.3.0)
+    csv (3.3.2)
+    csv-safe (3.3.1)
+      csv (~> 3.0)
     cuprite (0.15.1)
       capybara (~> 3.0)
       ferrum (~> 0.15.0)
-    date (3.3.4)
+    date (3.4.1)
-    debug (1.9.2)
+    debug (1.10.0)
       irb (~> 1.10)
       reline (>= 0.3.8)
     declarative (0.0.20)
@@ -162,32 +166,33 @@ GEM
       railties (>= 4.1.0)
       responders
       warden (~> 1.2.3)
-    devise-two-factor (6.0.0)
+    devise-two-factor (6.1.0)
-      activesupport (~> 7.0)
+      activesupport (>= 7.0, < 8.1)
       devise (~> 4.0)
-      railties (~> 7.0)
+      railties (>= 7.0, < 8.1)
       rotp (~> 6.0)
     diff-lcs (1.5.1)
     digest-crc (0.6.5)
       rake (>= 12.0.0, < 14.0.0)
     docile (1.4.1)
-    dotenv (3.1.4)
+    dotenv (3.1.7)
-    drb (2.2.1)
+    drb (2.2.3)
     email_typo (0.2.3)
-    erb_lint (0.6.0)
+    erb (5.0.2)
+    erb_lint (0.7.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
       rainbow
       rubocop (>= 1)
       smart_properties
-    erubi (1.13.0)
+    erubi (1.13.1)
     factory_bot (6.5.0)
       activesupport (>= 5.0.0)
-    factory_bot_rails (6.4.3)
+    factory_bot_rails (6.4.4)
-      factory_bot (~> 6.4)
+      factory_bot (~> 6.5)
       railties (>= 5.0.0)
-    faker (3.4.2)
+    faker (3.5.1)
       i18n (>= 1.8.11, < 2)
     faraday (1.10.4)
       faraday-em_http (~> 1.0)
@@ -207,8 +212,8 @@ GEM
     faraday-follow_redirects (0.3.0)
       faraday (>= 1, < 3)
     faraday-httpclient (1.0.1)
-    faraday-multipart (1.0.4)
+    faraday-multipart (1.1.0)
-      multipart-post (~> 2)
+      multipart-post (~> 2.0)
     faraday-net_http (1.0.2)
     faraday-net_http_persistent (1.2.0)
     faraday-patron (1.0.0)
@@ -221,9 +226,13 @@ GEM
       concurrent-ruby (~> 1.1)
       webrick (~> 1.7)
       websocket-driver (~> 0.7)
-    ffi (1.17.0)
+    ffi (1.17.1)
-    ffi (1.17.0-aarch64-linux-gnu)
+    ffi (1.17.1-aarch64-linux-gnu)
-    ffi (1.17.0-x86_64-linux-gnu)
+    ffi (1.17.1-aarch64-linux-musl)
+    ffi (1.17.1-arm64-darwin)
+    ffi (1.17.1-x86_64-linux-gnu)
+    ffi (1.17.1-x86_64-linux-musl)
+    foreman (0.88.1)
     geom2d (0.4.1)
     globalid (1.2.1)
       activesupport (>= 6.1)
@@ -235,9 +244,9 @@ GEM
       mutex_m
       representable (~> 3.0)
       retriable (>= 2.0, < 4.a)
-    google-apis-iamcredentials_v1 (0.21.0)
+    google-apis-iamcredentials_v1 (0.22.0)
       google-apis-core (>= 0.15.0, < 2.a)
-    google-apis-storage_v1 (0.46.0)
+    google-apis-storage_v1 (0.49.0)
       google-apis-core (>= 0.15.0, < 2.a)
     google-cloud-core (1.7.1)
       google-cloud-env (>= 1.0, < 3.a)
@@ -245,7 +254,7 @@ GEM
     google-cloud-env (2.2.1)
       faraday (>= 1.0, < 3.a)
     google-cloud-errors (1.4.0)
-    google-cloud-storage (1.52.0)
+    google-cloud-storage (1.54.0)
       addressable (~> 2.8)
       digest-crc (~> 0.4)
       google-apis-core (~> 0.13)
@@ -254,34 +263,38 @@ GEM
       google-cloud-core (~> 1.6)
       googleauth (~> 1.9)
       mini_mime (~> 1.0)
-    googleauth (1.11.1)
+    google-logging-utils (0.1.0)
+    googleauth (1.12.2)
       faraday (>= 1.0, < 3.a)
-      google-cloud-env (~> 2.1)
+      google-cloud-env (~> 2.2)
+      google-logging-utils (~> 0.1)
       jwt (>= 1.4, < 3.0)
       multi_json (~> 1.11)
       os (>= 0.9, < 2.0)
       signet (>= 0.16, < 2.a)
-    hashdiff (1.1.1)
+    hashdiff (1.1.2)
-    hexapdf (0.47.0)
+    hexapdf (1.4.0)
       cmdparse (~> 3.0, >= 3.0.3)
       geom2d (~> 0.4, >= 0.4.1)
       openssl (>= 2.2.1)
+      strscan (>= 3.1.2)
     htmlentities (4.3.4)
     httpclient (2.8.3)
-    i18n (1.14.6)
+    i18n (1.14.7)
       concurrent-ruby (~> 1.0)
     image_processing (1.13.0)
       mini_magick (>= 4.9.5, < 5)
       ruby-vips (>= 2.0.17, < 3)
-    io-console (0.7.2)
+    io-console (0.8.1)
-    irb (1.14.1)
+    irb (1.15.2)
+      pp (>= 0.6.0)
       rdoc (>= 4.0.0)
       reline (>= 0.4.2)
     jmespath (1.6.2)
-    json (2.7.2)
+    json (2.15.0)
     jwt (2.9.3)
       base64
-    language_server-protocol (3.17.0.3)
+    language_server-protocol (3.17.0.5)
     launchy (3.0.1)
       addressable (~> 2.8)
       childprocess (~> 5.0)
@@ -292,13 +305,14 @@ GEM
       letter_opener (~> 1.9)
       railties (>= 6.1)
       rexml
-    logger (1.6.1)
+    lint_roller (1.1.0)
+    logger (1.7.0)
     lograge (0.14.0)
       actionpack (>= 4)
       activesupport (>= 4)
       railties (>= 4)
       request_store (~> 1.0)
-    loofah (2.22.0)
+    loofah (2.24.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
     mail (2.8.1)
@@ -311,46 +325,63 @@ GEM
     method_source (1.1.0)
     mini_magick (4.13.2)
     mini_mime (1.1.5)
-    mini_portile2 (2.8.7)
+    mini_portile2 (2.8.9)
-    minitest (5.25.1)
+    minitest (5.25.5)
-    msgpack (1.7.3)
+    msgpack (1.7.5)
     multi_json (1.15.0)
     multipart-post (2.4.1)
-    mutex_m (0.2.0)
+    mutex_m (0.3.0)
     mysql2 (0.5.6)
-    net-http-persistent (4.0.4)
+    net-http-persistent (4.0.5)
       connection_pool (~> 2.2)
-    net-imap (0.4.17)
+    net-imap (0.5.9)
       date
       net-protocol
     net-pop (0.1.2)
       net-protocol
     net-protocol (0.2.2)
       timeout
-    net-smtp (0.5.0)
+    net-smtp (0.5.1)
       net-protocol
-    nio4r (2.7.3)
+    nio4r (2.7.4)
-    nokogiri (1.16.7)
+    nokogiri (1.18.9)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.16.7-aarch64-linux)
+    nokogiri (1.18.9-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.16.7-x86_64-linux)
+    nokogiri (1.18.9-aarch64-linux-musl)
       racc (~> 1.4)
-    oj (3.16.6)
+    nokogiri (1.18.9-arm64-darwin)
+      racc (~> 1.4)
+    nokogiri (1.18.9-x86_64-linux-gnu)
+      racc (~> 1.4)
+    nokogiri (1.18.9-x86_64-linux-musl)
+      racc (~> 1.4)
+    numo-narray (0.9.2.1)
+    oj (3.16.11)
       bigdecimal (>= 3.0)
       ostruct (>= 0.2)
-    openssl (3.2.0)
+    onnxruntime (0.10.1)
+      ffi
+    onnxruntime (0.10.1-aarch64-linux)
+      ffi
+    onnxruntime (0.10.1-arm64-darwin)
+      ffi
+    onnxruntime (0.10.1-x86_64-linux)
+      ffi
+    openssl (3.3.0)
     orm_adapter (0.5.0)
     os (1.1.4)
-    ostruct (0.6.0)
+    ostruct (0.6.3)
     package_json (0.1.0)
-    pagy (9.1.0)
+    pagy (9.3.3)
-    parallel (1.26.3)
+    parallel (1.27.0)
-    parser (3.3.5.0)
+    parser (3.3.9.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.8)
+    pg (1.5.9)
+    pp (0.6.2)
+      prettyprint
     premailer (1.27.0)
       addressable
       css_parser (>= 1.19.0)
@@ -361,71 +392,75 @@ GEM
       premailer (~> 1.7, >= 1.7.9)
     pretender (0.5.0)
       actionpack (>= 6.1)
-    pry (0.14.2)
+    prettyprint (0.2.0)
+    prism (1.5.1)
+    pry (0.15.0)
       coderay (~> 1.1)
       method_source (~> 1.0)
     pry-rails (0.3.11)
       pry (>= 0.13.0)
-    psych (5.1.2)
+    psych (5.2.6)
+      date
       stringio
     public_suffix (6.0.1)
-    puma (6.4.3)
+    puma (6.5.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.8)
+    rack (3.2.3)
     rack-proxy (0.7.7)
       rack
-    rack-session (2.0.0)
+    rack-session (2.1.1)
+      base64 (>= 0.1.0)
       rack (>= 3.0.0)
-    rack-test (2.1.0)
+    rack-test (2.2.0)
       rack (>= 1.3)
-    rackup (2.1.0)
+    rackup (2.2.1)
       rack (>= 3)
-      webrick (~> 1.8)
+    rails (8.0.2.1)
-    rails (7.2.1.1)
+      actioncable (= 8.0.2.1)
-      actioncable (= 7.2.1.1)
+      actionmailbox (= 8.0.2.1)
-      actionmailbox (= 7.2.1.1)
+      actionmailer (= 8.0.2.1)
-      actionmailer (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actiontext (= 8.0.2.1)
-      actiontext (= 7.2.1.1)
+      actionview (= 8.0.2.1)
-      actionview (= 7.2.1.1)
+      activejob (= 8.0.2.1)
-      activejob (= 7.2.1.1)
+      activemodel (= 8.0.2.1)
-      activemodel (= 7.2.1.1)
+      activerecord (= 8.0.2.1)
-      activerecord (= 7.2.1.1)
+      activestorage (= 8.0.2.1)
-      activestorage (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
       bundler (>= 1.15.0)
-      railties (= 7.2.1.1)
+      railties (= 8.0.2.1)
-    rails-dom-testing (2.2.0)
+    rails-dom-testing (2.3.0)
       activesupport (>= 5.0.0)
       minitest
       nokogiri (>= 1.6)
-    rails-html-sanitizer (1.6.0)
+    rails-html-sanitizer (1.6.2)
       loofah (~> 2.21)
-      nokogiri (~> 1.14)
+      nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
-    rails-i18n (7.0.9)
+    rails-i18n (8.0.1)
       i18n (>= 0.7, < 2)
-      railties (>= 6.0.0, < 8)
+      railties (>= 8.0.0, < 9)
     rails_autolink (1.1.8)
       actionview (> 3.1)
       activesupport (> 3.1)
       railties (> 3.1)
-    railties (7.2.1.1)
+    railties (8.0.2.1)
-      actionpack (= 7.2.1.1)
+      actionpack (= 8.0.2.1)
-      activesupport (= 7.2.1.1)
+      activesupport (= 8.0.2.1)
       irb (~> 1.13)
       rackup (>= 1.0.0)
       rake (>= 12.2)
       thor (~> 1.0, >= 1.2.2)
       zeitwerk (~> 2.6)
     rainbow (3.1.1)
-    rake (13.2.1)
+    rake (13.3.0)
-    rdoc (6.7.0)
+    rdoc (6.14.2)
+      erb
       psych (>= 4.0.0)
-    redis-client (0.22.2)
+    redis-client (0.23.0)
       connection_pool
-    regexp_parser (2.9.2)
+    regexp_parser (2.11.3)
-    reline (0.5.10)
+    reline (0.6.2)
       io-console (~> 0.5)
     representable (3.2.0)
       declarative (< 0.1.0)
@@ -437,13 +472,14 @@ GEM
       actionpack (>= 5.2)
       railties (>= 5.2)
     retriable (3.1.2)
-    rexml (3.3.8)
+    rexml (3.4.4)
     rotp (6.3.0)
+    rouge (4.5.2)
     rqrcode (2.2.0)
       chunky_png (~> 1.0)
       rqrcode_core (~> 1.0)
     rqrcode_core (1.2.0)
-    rspec-core (3.13.1)
+    rspec-core (3.13.2)
       rspec-support (~> 3.13.0)
     rspec-expectations (3.13.3)
       diff-lcs (>= 1.2.0, < 2.0)
@@ -451,7 +487,7 @@ GEM
     rspec-mocks (3.13.2)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.13.0)
-    rspec-rails (7.0.1)
+    rspec-rails (7.1.0)
       actionpack (>= 7.0)
       activesupport (>= 7.0)
       railties (>= 7.0)
@@ -459,48 +495,49 @@ GEM
       rspec-expectations (~> 3.13)
       rspec-mocks (~> 3.13)
       rspec-support (~> 3.13)
-    rspec-support (3.13.1)
+    rspec-support (3.13.2)
-    rubocop (1.66.1)
+    rubocop (1.81.1)
       json (~> 2.3)
-      language_server-protocol (>= 3.17.0)
+      language_server-protocol (~> 3.17.0.2)
+      lint_roller (~> 1.1.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 2.4, < 3.0)
+      regexp_parser (>= 2.9.3, < 3.0)
-      rubocop-ast (>= 1.32.2, < 2.0)
+      rubocop-ast (>= 1.47.1, < 2.0)
       ruby-progressbar (~> 1.7)
-      unicode-display_width (>= 2.4.0, < 3.0)
+      unicode-display_width (>= 2.4.0, < 4.0)
-    rubocop-ast (1.32.3)
+    rubocop-ast (1.47.1)
-      parser (>= 3.3.1.0)
+      parser (>= 3.3.7.2)
-    rubocop-performance (1.22.1)
+      prism (~> 1.4)
+    rubocop-performance (1.23.0)
       rubocop (>= 1.48.1, < 2.0)
       rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-rails (2.26.2)
+    rubocop-rails (2.27.0)
       activesupport (>= 4.2.0)
       rack (>= 1.1)
       rubocop (>= 1.52.0, < 2.0)
       rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-rspec (3.1.0)
+    rubocop-rspec (3.3.0)
       rubocop (~> 1.61)
     ruby-progressbar (1.13.0)
     ruby-vips (2.2.2)
       ffi (~> 1.12)
       logger
     ruby2_keywords (0.0.5)
-    rubyXL (3.4.27)
+    rubyXL (3.4.33)
       nokogiri (>= 1.10.8)
       rubyzip (>= 1.3.0)
     rubyzip (2.3.2)
-    securerandom (0.3.1)
+    securerandom (0.4.1)
-    semantic_range (3.0.0)
+    semantic_range (3.1.0)
     shakapacker (8.0.2)
       activesupport (>= 5.2)
       package_json
       rack-proxy (>= 0.6.1)
       railties (>= 5.2)
       semantic_range (>= 2.3.0)
-    sidekiq (7.3.2)
+    sidekiq (7.3.7)
-      concurrent-ruby (< 2)
       connection_pool (>= 2.3.0)
       logger
       rack (>= 2.2.4)
@@ -517,17 +554,21 @@ GEM
     simplecov-html (0.13.1)
     simplecov_json_formatter (0.1.4)
     smart_properties (1.17.0)
-    sqlite3 (2.1.0)
+    sqlite3 (2.5.0)
       mini_portile2 (~> 2.8.0)
-    sqlite3 (2.1.0-aarch64-linux-gnu)
+    sqlite3 (2.5.0-aarch64-linux-gnu)
-    sqlite3 (2.1.0-x86_64-linux-gnu)
+    sqlite3 (2.5.0-aarch64-linux-musl)
-    stringio (3.1.1)
+    sqlite3 (2.5.0-arm64-darwin)
-    strip_attributes (1.13.0)
+    sqlite3 (2.5.0-x86_64-linux-gnu)
-      activemodel (>= 3.0, < 8.0)
+    sqlite3 (2.5.0-x86_64-linux-musl)
-    thor (1.3.2)
+    stringio (3.1.7)
-    timeout (0.4.1)
+    strip_attributes (1.14.1)
+      activemodel (>= 3.0, < 9.0)
+    strscan (3.1.5)
+    thor (1.4.0)
+    timeout (0.4.3)
     trailblazer-option (0.1.2)
-    turbo-rails (2.0.10)
+    turbo-rails (2.0.11)
       actionpack (>= 6.0.0)
       railties (>= 6.0.0)
     twitter_cldr (6.12.1)
@@ -539,9 +580,12 @@ GEM
     tzinfo-data (1.2024.2)
       tzinfo (>= 1.0.0)
     uber (0.1.0)
-    unicode-display_width (2.6.0)
+    unicode-display_width (3.2.0)
+      unicode-emoji (~> 4.1)
+    unicode-emoji (4.1.0)
     uniform_notifier (1.16.0)
-    useragent (0.16.10)
+    uri (1.0.3)
+    useragent (0.16.11)
     warden (1.2.9)
       rack (>= 2.0.9)
     web-console (4.2.1)
@@ -553,31 +597,37 @@ GEM
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    webrick (1.8.2)
+    webrick (1.9.1)
-    websocket-driver (0.7.6)
+    websocket-driver (0.8.0)
+      base64
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.7.0)
+    zeitwerk (2.7.3)
 
 PLATFORMS
   aarch64-linux
+  aarch64-linux-musl
+  arm64-darwin
   ruby
   x86_64-linux
+  x86_64-linux-musl
 
 DEPENDENCIES
-  annotate
+  annotaterb
   arabic-letter-connector
   aws-sdk-s3
   aws-sdk-secretsmanager
   azure-storage-blob
   better_html
   bootsnap
+  brakeman
   bullet
   cancancan
   capybara
   csv
+  csv-safe
   cuprite
   debug
   devise
@@ -589,6 +639,7 @@ DEPENDENCIES
   faker
   faraday
   faraday-follow_redirects
+  foreman
   google-cloud-storage
   hexapdf
   image_processing
@@ -596,7 +647,9 @@ DEPENDENCIES
   letter_opener_web
   lograge
   mysql2
+  numo-narray
   oj
+  onnxruntime
   pagy
   pg
   premailer-rails
@@ -608,6 +661,7 @@ DEPENDENCIES
   rails-i18n
   rails_autolink
   rotp
+  rouge
   rqrcode
   rspec-rails
   rubocop
@@ -628,7 +682,7 @@ DEPENDENCIES
   webmock
 
 RUBY VERSION
-   ruby 3.3.4p94
+   ruby 3.4.2p28
 
 BUNDLED WITH
    2.5.3

README.md

@@ -1,6 +1,6 @@
 <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" />
       <br>
     </a>
@@ -42,7 +42,7 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - PDF signature verification
 - Users management
 - Mobile-optimized
-- 6 UI languages with signing available in 13 languages
+- 7 UI languages with signing available in 14 languages
 - API and Webhooks for integrations
 - Easy to deploy in minutes
 
@@ -54,11 +54,11 @@ DocuSeal is an open source platform that provides secure and efficient digital d
 - 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
 
@@ -93,7 +93,7 @@ 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
 
@@ -102,6 +102,6 @@ Unless otherwise noted, all files © 2023 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)

app/controllers/account_configs_controller.rb

@@ -1,8 +1,10 @@
 # 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,
@@ -13,11 +15,15 @@ class AccountConfigsController < ApplicationController
     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::COMBINE_PDF_RESULT_KEY,
-    AccountConfig::REQUIRE_SIGNING_REASON_KEY
+    AccountConfig::REQUIRE_SIGNING_REASON_KEY,
+    AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -28,6 +34,14 @@ class AccountConfigsController < ApplicationController
     head :ok
   end
 
+  def destroy
+    raise InvalidKey unless ALLOWED_KEYS.include?(@account_config.key)
+
+    @account_config.destroy!
+
+    redirect_back(fallback_location: root_path)
+  end
+
   private
 
   def load_account_config
@@ -38,7 +52,7 @@ class AccountConfigsController < ApplicationController
   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/accounts_controller.rb

@@ -8,7 +8,8 @@ class AccountsController < ApplicationController
     'es-ES' => 'Español',
     'pt-PT' => 'Português',
     'de-DE' => 'Deutsch',
-    'it-IT' => 'Italiano'
+    'it-IT' => 'Italiano',
+    'nl-NL' => 'Nederlands'
   }.freeze
 
   before_action :load_account
@@ -27,7 +28,7 @@ class AccountsController < ApplicationController
       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_entity
+        return render :show, status: :unprocessable_content
       end
 
       @encrypted_config.save!
@@ -39,18 +40,20 @@ class AccountsController < ApplicationController
       redirect_to settings_account_path, notice: I18n.t('account_information_has_been_updated')
     end
   rescue ActiveRecord::RecordInvalid
-    render :show, status: :unprocessable_entity
+    render :show, status: :unprocessable_content
   end
 
   def destroy
     authorize!(:manage, current_account)
 
-    true_user.update!(locked_at: Time.current)
+    true_user.skip_reconfirmation!
+    true_user.update!(locked_at: Time.current, email: true_user.email.sub('@', '+removed@'))
+    true_user.account.update!(archived_at: Time.current)
 
     # rubocop:disable Layout/LineLength
     render turbo_stream: turbo_stream.replace(
       :account_delete_button,
-      html: helpers.tag.p(I18n.t('your_account_removal_request_will_be_processed_within_2_weeks_please_contact_us_if_you_want_to_keep_your_account'))
+      html: helpers.tag.p(I18n.t('your_account_removal_request_will_be_processed_within_2_months_please_contact_us_if_you_want_to_keep_your_account'))
     )
     # rubocop:enable Layout/LineLength
   end

app/controllers/api/active_storage_blobs_proxy_controller.rb

@@ -13,7 +13,7 @@ module Api
     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
@@ -21,7 +21,12 @@ module Api
 
       blob = ActiveStorage::Blob.find_by!(uuid: blob_uuid)
 
-      authorization_check!(blob) if exp.blank?
+      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']
@@ -37,17 +42,22 @@ module Api
 
     private
 
-    def authorization_check!(blob)
+    def authorization_check!(attachment, record, exp)
-      attachment = blob.attachments.take
+      return if attachment.name == 'logo'
+      return if exp.to_i >= Time.current.to_i
+      return if current_user && current_ability.can?(:read, record)
 
-      is_authorized = attachment.name.in?(%w[logo preview_images]) ||
+      if exp.blank?
-                      (current_user && attachment.record.account.id == current_user.account_id) ||
+        configs = record.account.account_configs.where(key: [AccountConfig::DOWNLOAD_LINKS_AUTH_KEY,
-                      !attachment.record.account.account_configs
+                                                             AccountConfig::DOWNLOAD_LINKS_EXPIRE_KEY])
-                                 .find_or_initialize_by(key: AccountConfig::DOWNLOAD_LINKS_AUTH_KEY).value
 
-      return if is_authorized
+        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 }
 
-      Rollbar.error('Blob aunauthorized') if defined?(Rollbar)
+        return if !require_ttl && !require_auth
+      end
+
+      Rollbar.error('Blob unauthorized') if defined?(Rollbar)
 
       raise CanCan::AccessDenied
     end

app/controllers/api/api_base_controller.rb

@@ -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|
@@ -33,7 +33,7 @@ module Api
       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
 

app/controllers/api/attachments_controller.rb

@@ -10,6 +10,23 @@ module Api
     def create
       submitter = Submitter.find_by!(slug: params[:submitter_slug])
 
+      if params[:type].in?(%w[initials signature])
+        image = Vips::Image.new_from_file(params[:file].path)
+
+        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
+      end
+
       attachment = Submitters.create_attachment!(submitter, params)
 
       if params[:remember_signature] == 'true' && submitter.email.present?
@@ -17,6 +34,10 @@ module Api
       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 build_new_cookie_signatures_json(submitter, attachment)

app/controllers/api/form_events_controller.rb

@@ -11,18 +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 },
-                                                                          combined_document_attachment: :blob }],
+                           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

@@ -10,7 +10,7 @@ module Api
           last_submitter = @submission.submitters.max_by(&:completed_at)
 
           if last_submitter.documents_attachments.blank?
-            last_submitter.documents_attachments = Submissions::EnsureResultGenerated.call(submitter)
+            last_submitter.documents_attachments = Submissions::EnsureResultGenerated.call(last_submitter)
           end
 
           last_submitter.documents_attachments
@@ -34,10 +34,12 @@ module Api
         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) }
+          { name: attachment.filename.base, url: ActiveStorage::Blob.proxy_url(attachment.blob, expires_at:) }
         end
       }
     end

app/controllers/api/submission_events_controller.rb

@@ -14,16 +14,19 @@ module Api
                                :created_by_user, :submission_events,
                                template: :folder,
                                submitters: { documents_attachments: :blob, attachments_attachments: :blob },
-                               audit_trail_attachment: :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)
+                  data: Submissions::SerializeForApi.call(s, s.submitters, expires_at:)
                 }
               end,
         pagination: {

app/controllers/api/submissions_controller.rb

@@ -10,22 +10,20 @@ module Api
     end
 
     def index
-      submissions = Submissions.search(@submissions, params[:q])
+      submissions = Submissions.search(current_user, @submissions, params[:q])
-      submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
+      submissions = filter_submissions(submissions, params)
-
-      if params[:template_folder].present?
-        submissions = submissions.joins(template: :folder).where(folder: { name: params[:template_folder] })
-      end
 
       submissions = paginate(submissions.preload(:created_by_user, :submitters,
-                                                 template: :folder,
+                                                 template: { folder: :parent_folder },
                                                  combined_document_attachment: :blob,
                                                  audit_trail_attachment: :blob))
 
+      expires_at = Accounts.link_expires_at(current_account)
+
       render json: {
         data: submissions.map do |s|
           Submissions::SerializeForApi.call(s, s.submitters, params,
-                                            with_events: false, with_documents: false, with_values: false)
+                                            with_events: false, with_documents: false, with_values: false, expires_at:)
         end,
         pagination: {
           count: submissions.size,
@@ -45,7 +43,7 @@ module Api
       end
 
       if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
-        @submission.audit_trail_attachment = Submissions::GenerateAuditTrail.call(@submission)
+        @submission.audit_trail_attachment = Submissions::EnsureAuditGenerated.call(@submission)
       end
 
       render json: Submissions::SerializeForApi.call(@submission, submitters, params)
@@ -54,12 +52,12 @@ module Api
     def create
       Params::SubmissionCreateValidator.call(params)
 
-      return render json: { error: 'Template not found' }, status: :unprocessable_entity if @template.nil?
+      return render json: { error: 'Template not found' }, status: :unprocessable_content if @template.nil?
 
       if @template.fields.blank?
         Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
 
-        return render json: { error: 'Template does not contain fields' }, status: :unprocessable_entity
+        return render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
       end
 
       params[:send_email] = true unless params.key?(:send_email)
@@ -67,33 +65,35 @@ module Api
 
       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|
         submission.submitters.each do |submitter|
-          ProcessSubmitterCompletionJob.perform_async({ 'submitter_id' => submitter.id }) if submitter.completed_at?
+          next unless submitter.completed_at?
+
+          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id, 'send_invitation_email' => false)
         end
       end
 
+      SearchEntries.enqueue_reindex(submissions)
+
       render json: build_create_json(submissions)
     rescue Submitters::NormalizeValues::BaseError, Submissions::CreateFromSubmitters::BaseError,
            DownloadUtils::UnableToDownload => e
       Rollbar.warning(e) if defined?(Rollbar)
 
-      render json: { error: e.message }, status: :unprocessable_entity
+      render json: { error: e.message }, status: :unprocessable_content
     end
 
     def destroy
-      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])
@@ -101,6 +101,24 @@ module Api
 
     private
 
+    def filter_submissions(submissions, params)
+      submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
+      submissions = submissions.where(slug: params[:slug]) if params[:slug].present?
+
+      if params[:template_folder].present?
+        folders =
+          TemplateFolders.filter_by_full_name(TemplateFolder.accessible_by(current_ability), params[:template_folder])
+
+        submissions = submissions.joins(:template).where(template: { folder_id: folders.pluck(:id) })
+      end
+
+      if params.key?(:archived)
+        submissions = params[:archived].in?(['true', true]) ? submissions.archived : submissions.active
+      end
+
+      Submissions::Filter.call(submissions, current_user, params)
+    end
+
     def build_create_json(submissions)
       json = submissions.flat_map do |submission|
         submission.submitters.map do |s|
@@ -108,7 +126,19 @@ 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
@@ -117,7 +147,7 @@ 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,
@@ -152,15 +182,17 @@ 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, :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, :order,
+                        { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
-                                   :readonly, :validation_pattern, :invalid_message,
+                                   :readonly, :required, :validation_pattern, :invalid_message,
-                                   { default_value: [], value: [], preferences: {} }] }]]
+                                   { default_value: [], value: [], preferences: {}, validation: {} }] }]]
         }
       ]
 
@@ -170,7 +202,7 @@ module Api
         key = params.key?(:submission) ? :submission : :submissions
 
         params.permit(
-          key => [permitted_attrs]
+          { key => [permitted_attrs] }, { key => permitted_attrs }
         ).fetch(key, [])
       end
     end

app/controllers/api/submitter_email_clicks_controller.rb

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

app/controllers/api/submitter_form_views_controller.rb

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

app/controllers/api/submitters_controller.rb

@@ -5,26 +5,20 @@ module Api
     load_and_authorize_resource :submitter
 
     def index
-      submitters = Submitters.search(@submitters, params[:q])
+      submitters = Submitters.search(current_user, @submitters, params[:q])
 
-      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
+      submitters = filter_submitters(submitters, params)
-      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
-      submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
-
-      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,
@@ -42,17 +36,19 @@ module Api
 
     def update
       if @submitter.completed_at?
-        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_entity
+        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
       end
 
-      role = @submitter.submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
+      submission = @submitter.submission
+      role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
 
-      normalized_params, new_attachments =
+      normalized_params, new_attachments = Submissions::NormalizeParamUtils.normalize_submitter_params!(
-        Submissions::NormalizeParamUtils.normalize_submitter_params!(submitter_params.merge(role:), @submitter.template,
+        submitter_params.merge(role:),
-                                                                     for_submitter: @submitter)
+        @submitter.template || Template.new(submitters: submission.template_submitters, account: @submitter.account),
+        for_submitter: @submitter
+      )
 
-      Submissions::CreateFromSubmitters.maybe_set_template_fields(@submitter.submission,
+      Submissions::CreateFromSubmitters.maybe_set_template_fields(submission, [normalized_params],
-                                                                  [normalized_params],
                                                                   default_submitter_uuid: @submitter.uuid)
 
       assign_submitter_attrs(@submitter, normalized_params)
@@ -68,19 +64,19 @@ module Api
       end
 
       if @submitter.completed_at?
-        ProcessSubmitterCompletionJob.perform_async({ 'submitter_id' => @submitter.id })
+        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id)
       elsif normalized_params[:send_email] || normalized_params[:send_sms]
         Submitters.send_signature_requests([@submitter])
       end
 
-      render json: Submitters::SerializeForApi.call(@submitter, with_template: false,
+      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_entity
+      render json: { error: e.message }, status: :unprocessable_content
     end
 
     def submitter_params
@@ -88,9 +84,9 @@ module Api
 
       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,
         { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
-          fields: [[:name, :uuid, :default_value, :value,
+          fields: [[:name, :uuid, :default_value, :value, :required,
                     :readonly, :validation_pattern, :invalid_message,
                     { default_value: [], value: [], preferences: {} }]] }
       )
@@ -146,9 +142,15 @@ 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)
 
+        formula_values = Submitters::SubmitValues.build_formula_values(submitter)
+
+        if formula_values.present?
+          submitter.values = submitter.values.merge(formula_values)
+          submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
+        end
+
         submitter.values = submitter.values.transform_values do |v|
           v == '{{date}}' ? Time.current.in_time_zone(submitter.account.timezone).to_date.to_s : v
         end
@@ -157,6 +159,19 @@ module Api
       submitter
     end
 
+    def filter_submitters(submitters, params)
+      submitters = submitters.where(external_id: params[:application_key]) if params[:application_key].present?
+      submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
+      submitters = submitters.where(slug: params[:slug]) if params[:slug].present?
+      submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
+
+      if params[:template_id].present?
+        submitters = submitters.joins(:submission).where(submissions: { template_id: params[:template_id] })
+      end
+
+      maybe_filder_by_completed_at(submitters, params)
+    end
+
     def assign_external_id(submitter, attrs)
       submitter.external_id = attrs[:application_key] if attrs.key?(:application_key)
       submitter.external_id = attrs[:external_id] if attrs.key?(:external_id)
@@ -180,6 +195,10 @@ 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?('go_to_last')
         submitter.preferences['go_to_last'] = submitter_preferences['go_to_last']
       end

app/controllers/api/templates_clone_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :template
 
     def create
-      authorize!(:manage, @template)
+      authorize!(:create, @template)
 
       ActiveRecord::Associations::Preloader.new(
         records: [@template],
@@ -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

@@ -7,7 +7,7 @@ module Api
     def index
       templates = filter_templates(@templates, params)
 
-      templates = paginate(templates.preload(:author, :folder))
+      templates = paginate(templates.preload(:author, folder: :parent_folder))
 
       schema_documents =
         ActiveStorage::Attachment.where(record_id: templates.map(&:id),
@@ -24,13 +24,14 @@ module Api
                                         name: :preview_images)
                                  .preload(:blob)
 
+      expires_at = Accounts.link_expires_at(current_account)
+
       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 },
+                                          preview_image_attachments:,
-            preview_image_attachments
+                                          expires_at:)
-          )
         end,
         pagination: {
           count: templates.size,
@@ -65,13 +66,15 @@ module Api
 
       @template.update!(template_params)
 
-      SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id)
+      SearchEntries.enqueue_reindex(@template)
+
+      WebhookUrls.enqueue_events(@template, 'template.updated')
 
       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)
@@ -83,11 +86,17 @@ module Api
     private
 
     def filter_templates(templates, params)
-      templates = Templates.search(templates, params[:q])
+      templates = Templates.search(current_user, templates, params[:q])
-      templates = params[:archived] ? templates.archived : templates.active
+      templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?
-      templates = templates.joins(:folder).where(folder: { name: params[:folder] }) if params[:folder].present?
+      templates = templates.where(slug: params[:slug]) if params[:slug].present?
+
+      if params[:folder].present?
+        folders = TemplateFolders.filter_by_full_name(TemplateFolder.accessible_by(current_ability), params[:folder])
+
+        templates = templates.where(folder_id: folders.pluck(:id))
+      end
 
       templates
     end
@@ -96,15 +105,17 @@ module Api
       permitted_params = [
         :name,
         :external_id,
+        :shared_link,
         {
-          submitters: [%i[name uuid is_requester invite_by_uuid linked_to_uuid email]],
+          submitters: [%i[name uuid is_requester invite_by_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]] }]]
         }
       ]

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)
@@ -34,6 +34,8 @@ module Api
           }
         end
       }
+    rescue HexaPDF::MalformedPDFError
+      render json: { error: 'Malformed PDF' }, status: :unprocessable_content
     end
   end
 end

app/controllers/application_controller.rb

@@ -13,8 +13,11 @@ class ApplicationController < ActionController::Base
   before_action :maybe_redirect_to_setup, unless: :signed_in?
   before_action :authenticate_user!, unless: :devise_controller?
 
+  before_action :set_csp, if: -> { request.get? && !request.headers['HTTP_X_TURBO'] }
+
   helper_method :button_title,
                 :current_account,
+                :form_link_host,
                 :svg_icon
 
   impersonates :user, with: ->(uuid) { User.find_by(uuid:) }
@@ -29,7 +32,7 @@ class ApplicationController < ActionController::Base
     redirect_to request.referer, alert: 'Too many requests', status: :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)
 
@@ -54,6 +57,14 @@ class ApplicationController < ActionController::Base
     request.session[:impersonated_user_id] = user.uuid
   end
 
+  def pagy_auto(collection, **keyword_args)
+    if current_ability.can?(:manage, :countless)
+      pagy_countless(collection, **keyword_args)
+    else
+      pagy(collection, **keyword_args)
+    end
+  end
+
   private
 
   def with_locale(&)
@@ -104,4 +115,31 @@ 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/email_smtp_settings_controller.rb

@@ -9,16 +9,18 @@ class EmailSmtpSettingsController < ApplicationController
 
   def create
     if @encrypted_config.update(email_configs)
-      SettingsMailer.smtp_successful_setup(@encrypted_config.value['from_email'] || current_user.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: I18n.t('changes_have_been_saved')
     else
-      render :index, status: :unprocessable_entity
+      render :index, status: :unprocessable_content
     end
   rescue StandardError => e
     flash[:alert] = e.message
 
-    render :index, status: :unprocessable_entity
+    render :index, status: :unprocessable_content
   end
 
   private

app/controllers/embed_scripts_controller.rb

@@ -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/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',

app/controllers/esign_settings_controller.rb

@@ -11,6 +11,8 @@ class EsignSettingsController < ApplicationController
     end
   end
 
+  prepend_before_action :maybe_redirect_com, only: %i[show]
+
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, parent: false, only: %i[new create]
   authorize_resource :encrypted_config, only: %i[update destroy show]
@@ -51,7 +53,7 @@ class EsignSettingsController < ApplicationController
       @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)
@@ -62,7 +64,7 @@ class EsignSettingsController < ApplicationController
 
     @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

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/mfa_setup_controller.rb

@@ -24,7 +24,7 @@ class MfaSetupController < ApplicationController
 
       @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
 
@@ -36,7 +36,7 @@ class MfaSetupController < ApplicationController
     else
       @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
 

app/controllers/notifications_settings_controller.rb

@@ -39,7 +39,7 @@ 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)
@@ -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

@@ -12,6 +12,8 @@ class PreviewDocumentPageController < ActionController::API
 
     return head :not_found unless attachment
 
+    @template = attachment.record
+
     preview_image = attachment.preview_images.joins(:blob)
                               .find_by(blob: { filename: ["#{params[:id]}.png", "#{params[:id]}.jpg"] })
 

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: I18n.t('contact_information_has_been_update')
+      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: 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 +1,21 @@
+# frozen_string_literal: true
+
+class RevealAccessTokenController < ApplicationController
+  def show
+    authorize!(:manage, current_user.access_token)
+  end
+
+  def create
+    authorize!(:manage, current_user.access_token)
+
+    if current_user.valid_password?(params[:password])
+      render turbo_stream: turbo_stream.replace(:access_token_container,
+                                                partial: 'reveal_access_token/access_token',
+                                                locals: { token: current_user.access_token.token })
+    else
+      render turbo_stream: turbo_stream.replace(:modal, template: 'reveal_access_token/show',
+                                                        locals: { error_message: I18n.t('wrong_password') }),
+             status: :unprocessable_content
+    end
+  end
+end

app/controllers/search_entries_reindex_controller.rb

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

app/controllers/send_submission_email_controller.rb

@@ -9,30 +9,41 @@ class SendSubmissionEmailController < ApplicationController
 
   SEND_DURATION = 30.minutes
 
-  def success; end
-
   def create
-    @submitter =
+    if params[:template_slug]
-      if params[:template_slug]
+      template = Template.find_by!(slug: params[:template_slug])
-        Submitter.joins(submission: :template).find_by!(email: params[:email].to_s.downcase,
+
-                                                        template: { slug: params[:template_slug] })
+      @submitter =
-      elsif params[:submission_slug]
+        Submitter.completed.where(submission: template.submissions).find_by!(email: params[:email].to_s.downcase)
-        Submitter.joins(:submission).find_by!(email: params[:email].to_s.downcase,
+    elsif params[:submission_slug]
-                                              submission: { slug: params[:submission_slug] })
+      submission = Submission.find_by(slug: params[:submission_slug])
-      else
+
-        Submitter.find_by!(slug: params[:submitter_slug])
+      if submission
+        @submitter = Submitter.completed.find_by(submission: submission, email: params[:email].to_s.downcase)
       end
 
+      return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
+    else
+      @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
+    end
+
     RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
 
-    unless EmailEvent.exists?(tag: :submitter_documents_copy, email: @submitter.email, emailable: @submitter,
+    SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! if can_send?(@submitter)
-                              event_type: :send, created_at: SEND_DURATION.ago..Time.current)
-      SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later!
-    end
 
     respond_to do |f|
-      f.html { redirect_to success_send_submission_email_index_path }
+      f.html { render :success }
       f.json { head :ok }
     end
   end
+
+  private
+
+  def can_send?(submitter)
+    return false if submitter.account.archived_at?
+    return false if EmailEvent.exists?(tag: :submitter_documents_copy, email: submitter.email, emailable: submitter,
+                                       event_type: :send, created_at: SEND_DURATION.ago..Time.current)
+
+    true
+  end
 end

app/controllers/sessions_controller.rb

@@ -16,7 +16,7 @@ class SessionsController < Devise::SessionsController
     end
 
     if User.exists?(email:, otp_required_for_login: true) && sign_in_params[:otp_attempt].blank?
-      return render :otp, locals: { resource: User.new(sign_in_params) }, status: :unprocessable_entity
+      return render :otp, locals: { resource: User.new(sign_in_params) }, status: :unprocessable_content
     end
 
     super

app/controllers/setup_controller.rb

@@ -23,10 +23,10 @@ class SetupController < ApplicationController
     unless URI.parse(encrypted_config_params[:value].to_s).class.in?([URI::HTTP, URI::HTTPS])
       @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
 

app/controllers/start_form_controller.rb

@@ -6,79 +6,161 @@ class StartFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  around_action :with_browser_locale, only: %i[show completed]
+  around_action :with_browser_locale, only: %i[show update completed]
+  before_action :maybe_redirect_com, only: %i[show completed]
+  before_action :load_resubmit_submitter, only: :update
   before_action :load_template
+  before_action :authorize_start!, only: :update
+
+  COOKIES_TTL = 12.hours
+  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
 
   def show
-    @submitter = @template.submissions.new(account_id: @template.account_id)
+    if @template.preferences['require_phone_2fa'] || @template.preferences['require_email_2fa']
-                          .submitters.new(uuid: (filter_undefined_submitters(@template).first ||
+      raise ActionController::RoutingError, I18n.t('not_found')
-                                                 @template.submitters.first)['uuid'])
+    end
+
+    if @template.shared_link?
+      @submitter = @template.submissions.new(account_id: @template.account_id)
+                            .submitters.new(account_id: @template.account_id,
+                                            uuid: (filter_undefined_submitters(@template).first ||
+                                                  @template.submitters.first)['uuid'])
+      render :email_verification if params[:email_verification]
+    else
+      Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+      return render :private if current_user && current_ability.can?(:read, @template)
+
+      raise ActionController::RoutingError, I18n.t('not_found')
+    end
   end
 
   def update
-    return redirect_to start_form_path(@template.slug) if @template.archived_at?
-
     @submitter = find_or_initialize_submitter(@template, submitter_params)
 
     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 filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
-        @error_message = I18n.t('not_found')
+        @error_message = multiple_submitters_error_message
 
-        return render :show
+        return render :show, status: :unprocessable_content
       end
 
       if (is_new_record = @submitter.new_record?)
         assign_submission_attributes(@submitter, @template)
 
         Submissions::AssignDefinedSubmitters.call(@submitter.submission)
+      else
+        @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
       end
 
-      if @submitter.save
+      if @template.preferences['shared_link_2fa'] == true
-        if is_new_record
+        handle_require_2fa(@submitter, is_new_record:)
-          SendSubmissionCreatedWebhookRequestJob.perform_async({ 'submission_id' => @submitter.submission.id })
+      elsif @submitter.errors.blank? && @submitter.save
-        end
+        enqueue_new_submitter_jobs(@submitter) if is_new_record
 
         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 enqueue_new_submitter_jobs(submitter)
+    WebhookUrls.enqueue_events(submitter.submission, 'submission.created')
+
+    SearchEntries.enqueue_reindex(submitter)
+
+    return unless submitter.submission.expire_at?
+
+    ProcessSubmissionExpiredJob.perform_at(submitter.submission.expire_at, 'submission_id' => submitter.submission_id)
+  end
+
+  def load_resubmit_submitter
+    @resubmit_submitter =
+      if params[:resubmit].present? && !params[:resubmit].in?([true, 'true'])
+        Submitter.find_by(slug: params[:resubmit])
+      end
+  end
+
+  def authorize_start!
+    return redirect_to start_form_path(@template.slug) if @template.archived_at?
+
+    return if @resubmit_submitter
+    return if @template.shared_link? || (current_user && current_ability.can?(:read, @template))
+
+    Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+
+    redirect_to start_form_path(@template.slug)
+  end
+
   def find_or_initialize_submitter(template, submitter_params)
-    Submitter.where(submission: template.submissions.where(expire_at: Time.current..)
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
-                                        .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+
-             .order(id: :desc)
+    required_params = required_fields.index_with { |key| submitter_params[key] }
-             .where(declined_at: nil)
+
-             .then { |rel| params[:resubmit].present? ? rel.where(completed_at: nil) : rel }
+    find_params = required_params.except('name')
-             .find_or_initialize_by(**submitter_params.compact_blank)
+
+    submitter = Submitter.new if find_params.compact_blank.blank?
+
+    submitter ||=
+      Submitter
+      .where(submission: template.submissions.where(expire_at: Time.current..)
+                                 .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
+      .order(id: :desc)
+      .where(declined_at: nil)
+      .where(external_id: nil)
+      .where(template.preferences['shared_link_2fa'] == true ? {} : { ip: [nil, request.remote_ip] })
+      .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
+      .find_or_initialize_by(find_params)
+
+    submitter.name = required_params['name'] if submitter.new_record?
+
+    unless @resubmit_submitter
+      required_params.each do |key, value|
+        submitter.errors.add(key.to_sym, :blank) if value.blank?
+      end
+    end
+
+    submitter
   end
 
   def assign_submission_attributes(submitter, template)
-    resubmit_submitter =
-      (Submitter.where(submission: template.submissions).find_by(slug: params[:resubmit]) if params[:resubmit].present?)
-
     submitter.assign_attributes(
       uuid: (filter_undefined_submitters(template).first || @template.submitters.first)['uuid'],
       ip: request.remote_ip,
       ua: request.user_agent,
-      values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
+      values: @resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
+      preferences: @resubmit_submitter&.preferences.presence || { 'send_email' => true },
-      metadata: resubmit_submitter&.metadata.presence || {}
+      metadata: @resubmit_submitter&.metadata.presence || {}
     )
 
+    submitter.assign_attributes(@resubmit_submitter.slice(:name, :email, :phone)) if @resubmit_submitter
+
     if submitter.values.present?
-      resubmit_submitter.attachments.each do |attachment|
+      @resubmit_submitter.attachments.each do |attachment|
         submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
       end
     end
@@ -86,6 +168,7 @@ class StartFormController < ApplicationController
     submitter.submission ||= Submission.new(template:,
                                             account_id: template.account_id,
                                             template_submitters: template.submitters,
+                                            expire_at: Templates.build_default_expire_at(template),
                                             submitters: [submitter],
                                             source: :link)
 
@@ -95,18 +178,67 @@ class StartFormController < ApplicationController
   end
 
   def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template)
+    Templates.filter_undefined_submitters(template.submitters)
   end
 
   def submitter_params
+    return { 'email' => current_user.email, 'name' => current_user.full_name } if params[:selfsign]
+    return @resubmit_submitter.slice(:name, :phone, :email) if @resubmit_submitter.present?
+
     params.require(:submitter).permit(:email, :phone, :name).tap do |attrs|
       attrs[:email] = Submissions.normalize_email(attrs[:email])
     end
   end
 
   def load_template
-    slug = params[:slug] || params[:start_form_slug]
+    @template =
+      if @resubmit_submitter
+        @resubmit_submitter.template
+      else
+        Template.find_by!(slug: params[:slug] || params[:start_form_slug])
+      end
+  end
 
-    @template = Template.find_by!(slug:)
+  def multiple_submitters_error_message
+    if current_user&.account_id == @template.account_id
+      helpers.t('this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html')
+    else
+      I18n.t('not_found')
+    end
+  end
+
+  def handle_require_2fa(submitter, is_new_record:)
+    return render :show, status: :unprocessable_content if submitter.errors.present?
+
+    is_otp_verified = Submitters.verify_link_otp!(params[:one_time_code], submitter)
+
+    if cookies.encrypted[:email_2fa_slug] == submitter.slug || is_otp_verified
+      if submitter.save
+        enqueue_new_submitter_jobs(submitter) if is_new_record
+
+        if is_otp_verified
+          SubmissionEvents.create_with_tracking_data(submitter, 'email_verified', request)
+
+          cookies.encrypted[:email_2fa_slug] =
+            { value: submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+        end
+
+        redirect_to submit_form_path(submitter.slug)
+      else
+        render :show, status: :unprocessable_content
+      end
+    else
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render :email_verification
+    end
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: e.message
+  rescue RateLimit::LimitApproached
+    redirect_to start_form_path(submitter.submission.template.slug,
+                                params: submitter_params.merge(email_verification: true)),
+                alert: I18n.t(:too_many_attempts)
   end
 end

app/controllers/start_form_email_2fa_send_controller.rb

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

app/controllers/storage_settings_controller.rb

@@ -13,7 +13,7 @@ class StorageSettingsController < ApplicationController
 
       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 +1,27 @@
+# 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',
+    'start_verification' => 'player_play',
+    'complete_verification' => 'check',
+    'invite_party' => 'user_plus'
+  }.freeze
+
+  load_and_authorize_resource :submission
+
+  def index; end
+end

app/controllers/submissions_archived_controller.rb

@@ -4,12 +4,20 @@ 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, template: :author)
-    @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[:completed_at_from].present? || params[:completed_at_to].present?
+                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                   else
+                     @submissions.order(id: :desc)
+                   end
+
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_controller.rb

@@ -6,6 +6,12 @@ class SubmissionsController < ApplicationController
 
   load_and_authorize_resource :submission, only: %i[show destroy]
 
+  prepend_before_action :maybe_redirect_com, only: %i[show]
+
+  before_action only: :create do
+    authorize!(:create, Submission)
+  end
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
@@ -24,14 +30,9 @@ class SubmissionsController < ApplicationController
   end
 
   def create
-    authorize!(:create, Submission)
-
     save_template_message(@template, params) if params[:save_message] == '1'
 
-    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?
@@ -42,38 +43,47 @@ class SubmissionsController < ApplicationController
                                        emails: params[:emails],
                                        params: params.merge('send_completed_email' => true))
       else
+        submissions_attrs = submissions_params[:submission].to_h.values
+
+        submissions_attrs, =
+          Submissions::NormalizeParamUtils.normalize_submissions_params!(submissions_attrs, @template)
+
         Submissions.create_from_submitters(template: @template,
                                            user: current_user,
                                            source: :invite,
                                            submitters_order: params[:preserve_order] == '1' ? 'preserved' : 'random',
-                                           submissions_attrs: submissions_params[:submission].to_h.values,
+                                           submissions_attrs:,
                                            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)
 
+    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!
 
         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')
 
         I18n.t('submission_has_been_archived')
       end
 
-    redirect_back(fallback_location: template_path(@submission.template), notice:)
+    redirect_back(fallback_location: @submission.template_id ? template_path(@submission.template) : root_path, notice:)
   end
 
   private
@@ -86,7 +96,7 @@ 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

app/controllers/submissions_dashboard_controller.rb

@@ -4,17 +4,21 @@ 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, template: :author)
 
-    @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 = if params[:completed_at_from].present? || params[:completed_at_to].present?
-    @submissions = @submissions.completed if params[:status] == 'completed'
+                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                   else
+                     @submissions.order(id: :desc)
+                   end
 
-    @pagy, @submissions = pagy(@submissions.preload(submitters: :start_form_submission_events).order(id: :desc))
+    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_download_controller.rb

@@ -8,25 +8,25 @@ class SubmissionsDownloadController < ApplicationController
   FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
+    @submitter = Submitter.find_signed(params[:sig], purpose: :download_completed) if params[:sig].present?
 
     signature_valid =
-      if submitter&.slug == params[:submitter_slug]
+      if @submitter&.slug == params[:submitter_slug]
         true
       else
-        submitter = nil
+        @submitter = nil
       end
 
-    submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
+    @submitter ||= Submitter.find_by!(slug: params[:submitter_slug])
 
-    Submissions::EnsureResultGenerated.call(submitter)
+    Submissions::EnsureResultGenerated.call(@submitter)
 
-    last_submitter = submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+    last_submitter = @submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
+
+    return head :not_found unless last_submitter
 
     Submissions::EnsureResultGenerated.call(last_submitter)
 
-    return head :not_found unless last_submitter.completed_at?
-
     if last_submitter.completed_at < TTL.ago && !signature_valid && !current_user_submitter?(last_submitter)
       Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)
 
@@ -34,7 +34,7 @@ class SubmissionsDownloadController < ApplicationController
     end
 
     if params[:combined] == 'true'
-      url = build_combined_url(submitter)
+      url = build_combined_url(@submitter)
 
       if url
         render json: [url]
@@ -53,8 +53,15 @@ class SubmissionsDownloadController < ApplicationController
   end
 
   def build_urls(submitter)
+    filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id,
+                                                          key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value
+
     Submitters.select_attachments_for_download(submitter).map do |attachment|
-      ActiveStorage::Blob.proxy_url(attachment.blob, expires_at: FILES_TTL.from_now.to_i)
+      ActiveStorage::Blob.proxy_url(
+        attachment.blob,
+        expires_at: FILES_TTL.from_now.to_i,
+        filename: Submitters.build_document_filename(submitter, attachment.blob, filename_format)
+      )
     end
   end
 
@@ -63,8 +70,15 @@ class SubmissionsDownloadController < ApplicationController
     return if submitter.submission.submitters.order(:completed_at).last != submitter
 
     attachment = submitter.submission.combined_document_attachment
-    attachment ||= Submissions::GenerateCombinedAttachment.call(submitter)
+    attachment ||= Submissions::EnsureCombinedGenerated.call(submitter)
 
-    ActiveStorage::Blob.proxy_url(attachment.blob, expires_at: FILES_TTL.from_now.to_i)
+    filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id,
+                                                          key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value
+
+    ActiveStorage::Blob.proxy_url(
+      attachment.blob,
+      expires_at: FILES_TTL.from_now.to_i,
+      filename: Submitters.build_document_filename(submitter, attachment.blob, filename_format)
+    )
   end
 end

app/controllers/submissions_export_controller.rb

@@ -10,11 +10,16 @@ class SubmissionsExportController < ApplicationController
                                                      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

@@ -1,9 +1,12 @@
 # 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
@@ -18,11 +21,14 @@ class SubmissionsPreviewController < ApplicationController
 
     @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?
+
+    if !@submission.submitters.all?(&:completed_at?) && !signature_valid &&
+       (!current_user || !current_ability.can?(:read, @submission))
       raise ActionController::RoutingError, I18n.t('not_found')
     end
 
-    if !submission_valid_ttl?(@submission) && !signature_valid
+    if use_signature?(@submission) && !signature_valid
       Rollbar.info("TTL: #{@submission.id}") if defined?(Rollbar)
 
       return redirect_to submissions_preview_completed_path(@submission.slug)
@@ -36,14 +42,27 @@ class SubmissionsPreviewController < ApplicationController
   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_unarchive_controller.rb

@@ -0,0 +1,11 @@
+# frozen_string_literal: true
+
+class SubmissionsUnarchiveController < ApplicationController
+  load_and_authorize_resource :submission
+
+  def create
+    @submission.update!(archived_at: nil)
+
+    redirect_to submission_path(@submission), notice: I18n.t('submission_has_been_unarchived')
+  end
+end

app/controllers/submit_form_controller.rb

@@ -7,28 +7,29 @@ class SubmitFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
+  before_action :load_submitter, only: %i[show update completed]
+  before_action :maybe_render_locked_page, only: :show
+  before_action :maybe_require_link_2fa, only: %i[show update]
+
   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 :archived if submission.template.archived_at? || submission.archived_at?
+    return render :email_2fa if require_email_2fa?(@submitter)
-    return render :expired if submission.expired?
+
-    return render :declined if @submitter.declined_at?
+    @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
-    return render :awaiting if submission.template.preferences['submitters_order'] == 'preserved' &&
+
+    return render :awaiting if (@form_configs[:enforce_signing_order] ||
+                                submission.template&.preferences&.dig('submitters_order') == 'preserved') &&
                                !Submitters.current_submitter_order?(@submitter)
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(submission)
 
     Submitters::MaybeUpdateDefaultValues.call(@submitter, current_user)
 
-    @attachments_index = ActiveStorage::Attachment.where(record: submission.submitters, name: :attachments)
+    @attachments_index = build_attachments_index(submission)
-                                                  .preload(:blob).index_by(&:uuid)
-
-    @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
     return unless @form_configs[:prefill_signature]
 
@@ -47,35 +48,81 @@ class SubmitFormController < ApplicationController
   end
 
   def update
-    submitter = Submitter.find_by!(slug: params[:slug])
+    if require_email_2fa?(@submitter)
-
+      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: I18n.t('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: I18n.t('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: I18n.t('form_has_been_expired') }, status: :unprocessable_entity
+      return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
     end
 
-    if submitter.declined_at?
+    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_entity
+                    status: :unprocessable_content
     end
 
-    Submitters::SubmitValues.call(submitter, params, request)
+    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
+    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?
+
+    redirect_to submit_form_path(params[:submit_form_slug]) if require_email_2fa?(@submitter)
   end
 
   def success; end
+
+  private
+
+  def maybe_require_link_2fa
+    return if @submitter.submission.source != 'link'
+    return unless @submitter.submission.template&.preferences&.dig('shared_link_2fa') == true
+    return if cookies.encrypted[:email_2fa_slug] == @submitter.slug
+    return if @submitter.email == current_user&.email && current_user&.account_id == @submitter.account_id
+
+    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 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
+
+  def require_email_2fa?(submitter)
+    return false if submitter.submission.template&.preferences&.dig('require_email_2fa') != true &&
+                    submitter.preferences['require_email_2fa'] != true
+    return false if cookies.encrypted[:email_2fa_slug] == submitter.slug
+
+    true
+  end
 end

app/controllers/submit_form_decline_controller.rb

@@ -11,7 +11,7 @@ class SubmitFormDeclineController < ApplicationController
                                                            submitter.completed_at? ||
                                                            submitter.submission.archived_at? ||
                                                            submitter.submission.expired? ||
-                                                           submitter.submission.template.archived_at?
+                                                           submitter.submission.template&.archived_at?
 
     ApplicationRecord.transaction do
       submitter.update!(declined_at: Time.current)
@@ -21,8 +21,11 @@ class SubmitFormDeclineController < ApplicationController
 
     user = submitter.submission.created_by_user || submitter.template.author
 
-    SubmitterMailer.declined_email(submitter, user).deliver_later!
+    if user.user_configs.find_by(key: UserConfig::RECEIVE_DECLINED_EMAIL)&.value != false
-    SendFormDeclinedWebhookRequestJob.perform_async('submitter_id' => submitter.id)
+      SubmitterMailer.declined_email(submitter, user).deliver_later!
+    end
+
+    WebhookUrls.enqueue_events(submitter, 'form.declined')
 
     redirect_to submit_form_path(submitter.slug)
   end

app/controllers/submit_form_download_controller.rb

@@ -7,25 +7,28 @@ class SubmitFormDownloadController < ApplicationController
   FILES_TTL = 5.minutes
 
   def index
-    submitter = Submitter.find_by!(slug: params[:submit_form_slug])
+    @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return redirect_to submitter_download_index_path(submitter.slug) if submitter.completed_at?
+    return redirect_to submitter_download_index_path(@submitter.slug) if @submitter.completed_at?
 
-    return head :unprocessable_entity if submitter.declined_at? ||
+    return head :unprocessable_content if @submitter.declined_at? ||
-                                         submitter.submission.archived_at? ||
+                                          @submitter.submission.archived_at? ||
-                                         submitter.submission.expired? ||
+                                          @submitter.submission.expired? ||
-                                         submitter.submission.template.archived_at?
+                                          @submitter.submission.template&.archived_at? ||
+                                          AccountConfig.exists?(account_id: @submitter.account_id,
+                                                                key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,
+                                                                value: false)
 
-    last_completed_submitter = submitter.submission.submitters
+    last_completed_submitter = @submitter.submission.submitters
-                                        .where.not(id: submitter.id)
+                                         .where.not(id: @submitter.id)
-                                        .where.not(completed_at: nil)
+                                         .where.not(completed_at: nil)
-                                        .max_by(&:completed_at)
+                                         .max_by(&:completed_at)
 
     attachments =
       if last_completed_submitter
         Submitters.select_attachments_for_download(last_completed_submitter)
       else
-        submitter.submission.template.schema_documents.preload(:blob)
+        @submitter.submission.schema_documents.preload(:blob)
       end
 
     urls = attachments.map do |attachment|

app/controllers/submit_form_draw_signature_controller.rb

@@ -12,7 +12,7 @@ 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?
+    if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at?
       return redirect_to submit_form_path(@submitter.slug)
     end
 

app/controllers/submit_form_email_2fas_controller.rb

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

app/controllers/submit_form_invite_controller.rb

@@ -7,15 +7,17 @@ class SubmitFormInviteController < ApplicationController
   def create
     submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return head :unprocessable_entity unless can_invite?(submitter)
+    return head :unprocessable_content unless can_invite?(submitter)
 
-    invite_submitters = filter_invite_submitters(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.each do |item|
+      (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?
 
         submitter.submission.submitters.create!(**attrs, account_id: submitter.account_id)
 
@@ -32,7 +34,7 @@ class SubmitFormInviteController < ApplicationController
 
       head :ok
     else
-      head :unprocessable_entity
+      head :unprocessable_content
     end
   end
 
@@ -43,12 +45,12 @@ class SubmitFormInviteController < ApplicationController
       !submitter.completed_at? &&
       !submitter.submission.archived_at? &&
       !submitter.submission.expired? &&
-      !submitter.submission.template.archived_at?
+      !submitter.submission.template&.archived_at?
   end
 
-  def filter_invite_submitters(submitter)
+  def filter_invite_submitters(submitter, key = 'invite_by_uuid')
     (submitter.submission.template_submitters || submitter.submission.template.submitters).select do |s|
-      s['invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] }
+      s[key] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] }
     end
   end
 

app/controllers/submit_form_values_controller.rb

@@ -8,7 +8,7 @@ class SubmitFormValuesController < ApplicationController
     submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
     return render json: {} if submitter.completed_at? || submitter.declined_at?
-    return render json: {} if submitter.submission.template.archived_at? ||
+    return render json: {} if submitter.submission.template&.archived_at? ||
                               submitter.submission.archived_at? ||
                               submitter.submission.expired?
 

app/controllers/submitters_autocomplete_controller.rb

@@ -9,7 +9,8 @@ class SubmittersAutocompleteController < ApplicationController
   def index
     submitters = search_submitters(@submitters)
 
-    values = submitters.limit(LIMIT).group(SELECT_COLUMNS.join(', ')).pluck(SELECT_COLUMNS.join(', '))
+    arel_columns = SELECT_COLUMNS.map { |col| Submitter.arel_table[col] }
+    values = submitters.limit(LIMIT).group(arel_columns).pluck(arel_columns)
 
     attrs = values.map { |row| SELECT_COLUMNS.zip(row).to_h }
     attrs = attrs.uniq { |e| e[params[:field]] } if params[:field].present?
@@ -21,13 +22,17 @@ class SubmittersAutocompleteController < ApplicationController
 
   def search_submitters(submitters)
     if SELECT_COLUMNS.include?(params[:field])
-      column = Submitter.arel_table[params[:field].to_sym]
+      if Docuseal.fulltext_search?
+        Submitters.fulltext_search_field(current_user, submitters, params[:q], params[:field])
+      else
+        column = Submitter.arel_table[params[:field].to_sym]
 
-      term = "#{params[:q].downcase}%"
+        term = "#{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

@@ -38,6 +38,8 @@ class SubmittersController < ApplicationController
     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')

app/controllers/submitters_resubmit_controller.rb

@@ -0,0 +1,64 @@
+# 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
+
+    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

@@ -6,7 +6,7 @@ class SubmittersSendEmailController < ApplicationController
   def create
     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),

app/controllers/template_documents_controller.rb

@@ -3,9 +3,15 @@
 class TemplateDocumentsController < ApplicationController
   load_and_authorize_resource :template
 
+  FILES_TTL = 5.minutes
+
+  def index
+    render json: @template.schema_documents.map { |d| ActiveStorage::Blob.proxy_url(d.blob, expires_at: FILES_TTL.from_now.to_i) }
+  end
+
   def create
     if params[:blobs].blank? && params[:files].blank?
-      return render json: { error: I18n.t('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
@@ -28,6 +34,6 @@ class TemplateDocumentsController < ApplicationController
       )
     }
   rescue Templates::CreateAttachments::PdfEncrypted
-    render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_entity
+    render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_content
   end
 end

app/controllers/template_folders_autocomplete_controller.rb

@@ -3,12 +3,31 @@
 class TemplateFoldersAutocompleteController < ApplicationController
   load_and_authorize_resource :template_folder, parent: false
 
-  LIMIT = 100
+  LIMIT = 30
 
   def index
-    template_folders = @template_folders.joins(:templates).where(templates: { archived_at: nil }).distinct
+    parent_name, name =
-    template_folders = TemplateFolders.search(template_folders, params[:q]).limit(LIMIT)
+      if params[:parent_name].present?
+        [params[:parent_name], params[:q]]
+      else
+        params[:q].to_s.split(' /', 2).map(&:squish)
+      end
 
-    render json: template_folders.as_json(only: %i[name archived_at])
+    if name
+      parent_folder = @template_folders.find_by(name: parent_name, parent_folder_id: nil)
+    else
+      name = parent_name
+    end
+
+    template_folders = TemplateFolders.filter_active_folders(@template_folders.where(parent_folder:),
+                                                             Template.accessible_by(current_ability))
+
+    name = name.to_s.downcase
+
+    template_folders = TemplateFolders.search(template_folders, name).order(id: :desc).limit(LIMIT)
+
+    render json: template_folders.preload(:parent_folder)
+                                 .sort_by { |e| e.name.downcase.index(name) || Float::MAX }
+                                 .as_json(only: %i[name archived_at], methods: %i[full_name])
   end
 end

app/controllers/template_folders_controller.rb

@@ -3,11 +3,41 @@
 class TemplateFoldersController < ApplicationController
   load_and_authorize_resource :template_folder
 
-  def show
+  helper_method :selected_order
-    @templates = @template_folder.templates.active.preload(:author).order(id: :desc)
-    @templates = Templates.search(@templates, params[:q])
 
-    @pagy, @templates = pagy(@templates, limit: 12)
+  TEMPLATES_PER_PAGE = 12
+  FOLDERS_PER_PAGE = 18
+
+  def show
+    @templates = Template.active.accessible_by(current_ability)
+                         .where(folder: [@template_folder, *(params[:q].present? ? @template_folder.subfolders : [])])
+                         .preload(:author, :template_accesses)
+
+    @template_folders =
+      @template_folder.subfolders.where(id: Template.accessible_by(current_ability).active.select(:folder_id))
+
+    @template_folders = TemplateFolders.search(@template_folders, params[:q])
+    @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
+
+    if @templates.exists?
+      @templates = Templates.search(current_user, @templates, params[:q])
+      @templates = Templates::Order.call(@templates, current_user, selected_order)
+
+      limit =
+        if @template_folders.size < 4
+          TEMPLATES_PER_PAGE
+        else
+          (@template_folders.size < 7 ? 9 : 6)
+        end
+
+      @pagy, @templates = pagy_auto(@templates, limit:)
+
+      load_related_submissions if params[:q].present? && @templates.blank?
+    else
+      @pagy, @template_folders = pagy(@template_folders, limit: FOLDERS_PER_PAGE)
+
+      @templates = @templates.none
+    end
   end
 
   def edit; end
@@ -23,7 +53,34 @@ class TemplateFoldersController < ApplicationController
 
   private
 
+  def selected_order
+    @selected_order ||=
+      if cookies.permanent[:dashboard_templates_order].blank? ||
+         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
+        'created_at'
+      else
+        cookies.permanent[:dashboard_templates_order]
+      end
+  end
+
   def template_folder_params
     params.require(:template_folder).permit(:name)
   end
+
+  def load_related_submissions
+    @related_submissions =
+      Submission.accessible_by(current_ability)
+                .where(archived_at: nil)
+                .where(template_id: current_account.templates.active
+                                                   .where(folder: [@template_folder, *@template_folder.subfolders])
+                                                   .select(:id))
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+  end
 end

app/controllers/templates_archived_controller.rb

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

app/controllers/templates_archived_submissions_controller.rb

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

app/controllers/templates_clone_and_replace_controller.rb

@@ -0,0 +1,39 @@
+# frozen_string_literal: true
+
+class TemplatesCloneAndReplaceController < ApplicationController
+  load_and_authorize_resource :template
+
+  def create
+    return head :unprocessable_content if params[:files].blank?
+
+    ActiveRecord::Associations::Preloader.new(
+      records: [@template],
+      associations: [schema_documents: :preview_images_attachments]
+    ).call
+
+    cloned_template = Templates::Clone.call(@template, author: current_user)
+    cloned_template.name = File.basename(params[:files].first.original_filename, '.*')
+    cloned_template.save!
+
+    documents = Templates::ReplaceAttachments.call(cloned_template, params, extract_fields: true)
+
+    Templates.maybe_assign_access(cloned_template)
+
+    cloned_template.save!
+
+    Templates::CloneAttachments.call(template: cloned_template, original_template: @template,
+                                     excluded_attachment_uuids: documents.map(&:uuid))
+
+    SearchEntries.enqueue_reindex(cloned_template)
+
+    respond_to do |f|
+      f.html { redirect_to edit_template_path(cloned_template) }
+      f.json { render json: { id: cloned_template.id } }
+    end
+  rescue Templates::CreateAttachments::PdfEncrypted
+    respond_to do |f|
+      f.html { render turbo_stream: turbo_stream.append(params[:form_id], html: helpers.tag.prompt_password) }
+      f.json { render json: { error: 'PDF encrypted', status: 'pdf_encrypted' }, status: :unprocessable_content }
+    end
+  end
+end

app/controllers/templates_controller.rb

@@ -8,14 +8,20 @@ class TemplatesController < ApplicationController
   def show
     submissions = @template.submissions.accessible_by(current_ability)
     submissions = submissions.active if @template.archived_at.blank?
-    submissions = Submissions.search(submissions, params[:q], search_values: true)
+    submissions = Submissions.search(current_user, submissions, params[:q], search_values: true)
+    submissions = Submissions::Filter.call(submissions, current_user, params.except(:status))
 
     @base_submissions = submissions
 
-    submissions = submissions.pending if params[:status] == 'pending'
+    submissions = Submissions::Filter.filter_by_status(submissions, params)
-    submissions = submissions.completed if params[:status] == 'completed'
 
-    @pagy, @submissions = pagy(submissions.preload(submitters: :start_form_submission_events).order(id: :desc))
+    submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+                    submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                  else
+                    submissions.order(id: :desc)
+                  end
+
+    @pagy, @submissions = pagy_auto(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end
@@ -63,28 +69,38 @@ class TemplatesController < ApplicationController
       @template.account = current_account
     end
 
+    Templates.maybe_assign_access(@template)
+
     if @template.save
       Templates::CloneAttachments.call(template: @template, original_template: @base_template) if @base_template
 
-      SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id)
+      SearchEntries.enqueue_reindex(@template)
+
+      WebhookUrls.enqueue_events(@template, 'template.created')
 
       maybe_redirect_to_template(@template)
     else
-      render turbo_stream: turbo_stream.replace(:modal, template: 'templates/new'), status: :unprocessable_entity
+      render turbo_stream: turbo_stream.replace(:modal, template: 'templates/new'), status: :unprocessable_content
     end
   end
 
   def update
-    @template.update!(template_params)
+    @template.assign_attributes(template_params)
 
-    SendTemplateUpdatedWebhookRequestJob.perform_async('template_id' => @template.id)
+    is_name_changed = @template.name_changed?
+
+    @template.save!
+
+    SearchEntries.enqueue_reindex(@template) if is_name_changed
+
+    WebhookUrls.enqueue_events(@template, 'template.updated')
 
     head :ok
   end
 
   def destroy
     notice =
-      if params[:permanently].present?
+      if params[:permanently].in?(['true', true])
         @template.destroy!
 
         I18n.t('template_has_been_removed')
@@ -102,15 +118,17 @@ class TemplatesController < ApplicationController
   def template_params
     params.require(:template).permit(
       :name,
-      { schema: [%i[attachment_uuid name]],
+      { schema: [[:attachment_uuid, :google_drive_file_id, :name,
-        submitters: [%i[name uuid is_requester linked_to_uuid invite_by_uuid email]],
+                  { conditions: [%i[field_uuid value action operation]] }]],
+        submitters: [%i[name uuid is_requester linked_to_uuid invite_by_uuid optional_invite_by_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]] }]] }
     )
   end

app/controllers/templates_dashboard_controller.rb

@@ -8,12 +8,18 @@ class TemplatesDashboardController < ApplicationController
   TEMPLATES_PER_PAGE = 12
   FOLDERS_PER_PAGE = 18
 
+  helper_method :selected_order
+
   def index
-    @template_folders = filter_template_folders(@template_folders)
+    @template_folders =
+      TemplateFolders.filter_active_folders(@template_folders.where(parent_folder_id: nil), @templates)
+
+    @template_folders = TemplateFolders.search(@template_folders, params[:q])
+    @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
 
     @pagy, @template_folders = pagy(
       @template_folders,
-      items: FOLDERS_PER_PAGE,
+      limit: FOLDERS_PER_PAGE,
       page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
     )
 
@@ -21,7 +27,8 @@ class TemplatesDashboardController < ApplicationController
       @templates = @templates.none
     else
       @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
-      @templates = filter_templates(@templates)
+      @templates = filter_templates(@templates).preload(:author, :template_accesses)
+      @templates = Templates::Order.call(@templates, current_user, selected_order)
 
       limit =
         if @template_folders.size < 4
@@ -30,34 +37,60 @@ class TemplatesDashboardController < ApplicationController
           (@template_folders.size < 7 ? 9 : 6)
         end
 
-      @pagy, @templates = pagy(@templates, limit:)
+      @pagy, @templates = pagy_auto(@templates, limit:)
+
+      load_related_submissions if params[:q].present? && @templates.blank?
     end
   end
 
   private
 
-  def filter_template_folders(template_folders)
-    rel = template_folders.joins(:active_templates)
-                          .order(id: :desc)
-                          .distinct
-
-    TemplateFolders.search(rel, params[:q])
-  end
-
   def filter_templates(templates)
-    rel = templates.active.preload(:author).order(id: :desc)
+    rel = templates.active
 
     if params[:q].blank?
-      if Docuseal.multitenant? && !current_account.testing?
+      if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
+        shared_account_ids = [current_user.account_id]
-      else
+        shared_account_ids << TemplateSharing::ALL_ID if !Docuseal.multitenant? && !current_account.testing?
-        shared_template_ids =
-          TemplateSharing.where(account_id: [current_account.id, TemplateSharing::ALL_ID]).select(:template_id)
 
-        rel = rel.where(folder_id: current_account.default_template_folder.id).or(rel.where(id: shared_template_ids))
+        shared_template_ids = TemplateSharing.where(account_id: shared_account_ids).select(:template_id)
+
+        rel = Template.where(
+          Template.arel_table[:id].in(
+            rel.where(folder_id: current_account.default_template_folder.id).select(:id).arel
+               .union(:all, shared_template_ids.arel)
+          )
+        )
+      else
+        rel = rel.where(folder_id: current_account.default_template_folder.id)
       end
     end
 
-    Templates.search(rel, params[:q])
+    Templates.search(current_user, rel, params[:q])
+  end
+
+  def selected_order
+    @selected_order ||=
+      if cookies.permanent[:dashboard_templates_order].blank? ||
+         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
+        'created_at'
+      else
+        cookies.permanent[:dashboard_templates_order]
+      end
+  end
+
+  def load_related_submissions
+    @related_submissions = Submission.accessible_by(current_ability)
+                                     .left_joins(:template)
+                                     .where(archived_at: nil)
+                                     .where(templates: { archived_at: nil })
+                                     .preload(:template_accesses, :created_by_user,
+                                              template: :author,
+                                              submitters: :start_form_submission_events)
+
+    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+                                      .order(id: :desc)
+
+    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
   end
 end

app/controllers/templates_debug_controller.rb

@@ -3,18 +3,29 @@
 class TemplatesDebugController < ApplicationController
   load_and_authorize_resource :template
 
+  DEBUG_FILE = ''
+
   def show
-    attachment = @template.documents.first
+    schema_uuids = @template.schema.index_by { |e| e['attachment_uuid'] }
+    attachment = @template.documents.find { |a| schema_uuids[a.uuid] }
 
-    pdf = HexaPDF::Document.new(io: StringIO.new(attachment.download))
+    data = attachment.download
 
-    fields = Templates::FindAcroFields.call(pdf, attachment)
+    unless attachment.image?
+      pdf = HexaPDF::Document.new(io: StringIO.new(data))
+
+      fields = Templates::FindAcroFields.call(pdf, attachment, data)
+    end
+
+    fields, = Templates::DetectFields.call(StringIO.new(data), attachment:) if fields.blank?
 
     attachment.metadata['pdf'] ||= {}
     attachment.metadata['pdf']['fields'] = fields
 
     @template.update!(fields: Templates::ProcessDocument.normalize_attachment_fields(@template, [attachment]))
 
+    debug_file if DEBUG_FILE.present?
+
     ActiveRecord::Associations::Preloader.new(
       records: [@template],
       associations: [schema_documents: { preview_images_attachments: :blob }]
@@ -30,4 +41,27 @@ class TemplatesDebugController < ApplicationController
 
     render 'templates/edit', layout: 'plain'
   end
+
+  def debug_file
+    tempfile = Tempfile.new
+    tempfile.binmode
+    tempfile.write(File.read(DEBUG_FILE))
+    tempfile.rewind
+
+    filename = File.basename(DEBUG_FILE)
+
+    file = ActionDispatch::Http::UploadedFile.new(
+      tempfile:,
+      filename:,
+      type: Marcel::MimeType.for(tempfile)
+    )
+
+    params = { files: [file] }
+
+    documents = Templates::CreateAttachments.call(@template, params)
+
+    schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
+
+    @template.update!(schema:)
+  end
 end

app/controllers/templates_detect_fields_controller.rb

@@ -0,0 +1,27 @@
+# frozen_string_literal: true
+
+class TemplatesDetectFieldsController < ApplicationController
+  include ActionController::Live
+
+  load_and_authorize_resource :template
+
+  def create
+    response.headers['Content-Type'] = 'text/event-stream'
+
+    sse = SSE.new(response.stream)
+
+    documents = @template.schema_documents.preload(:blob)
+
+    documents.each do |document|
+      io = StringIO.new(document.download)
+
+      Templates::DetectFields.call(io, attachment: document) do |(attachment_uuid, page, fields)|
+        sse.write({ attachment_uuid:, page:, fields: })
+      end
+    end
+
+    sse.write({ completed: true })
+  ensure
+    response.stream.close
+  end
+end

app/controllers/templates_folders_controller.rb

@@ -6,7 +6,9 @@ class TemplatesFoldersController < ApplicationController
   def edit; end
 
   def update
-    @template.folder = TemplateFolders.find_or_create_by_name(current_user, params[:name])
+    name = [params[:parent_name], params[:name]].compact_blank.join(' / ')
+
+    @template.folder = TemplateFolders.find_or_create_by_name(current_user, name)
 
     if @template.save
       redirect_back(fallback_location: template_path(@template), notice: I18n.t('document_template_has_been_moved'))

app/controllers/templates_form_preview_controller.rb

@@ -13,7 +13,7 @@ class TemplatesFormPreviewController < ApplicationController
 
     @submitter.submission.submitters = @template.submitters.map { |item| Submitter.new(uuid: item['uuid']) }
 
-    Submitters.preload_with_pages(@submitter)
+    Submissions.preload_with_pages(@submitter.submission)
 
     @attachments_index = ActiveStorage::Attachment.where(record: @submitter.submission.submitters, name: :attachments)
                                                   .preload(:blob).index_by(&:uuid)

app/controllers/templates_preferences_controller.rb

@@ -3,6 +3,15 @@
 class TemplatesPreferencesController < ApplicationController
   load_and_authorize_resource :template
 
+  RESETTABLE_PREFERENCE_KEYS = {
+    AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY => %w[request_email_subject request_email_body submitters],
+    AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => %w[invitation_reminder_email_subject
+                                                                 invitation_reminder_email_body],
+    AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[documents_copy_email_subject documents_copy_email_body],
+    AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY => %w[completed_notification_email_subject
+                                                       completed_notification_email_body]
+  }.freeze
+
   def show; end
 
   def create
@@ -15,20 +24,50 @@ class TemplatesPreferencesController < ApplicationController
     head :ok
   end
 
+  def destroy
+    authorize!(:update, @template)
+
+    config_key = params[:config_key]
+    preferences_to_delete = RESETTABLE_PREFERENCE_KEYS[config_key]
+
+    return head :ok if preferences_to_delete.blank?
+
+    preferences_to_delete.each do |key|
+      @template.preferences.delete(key)
+    end
+
+    @template.save!
+
+    render turbo_stream: turbo_stream.replace("#{config_key}_form",
+                                              partial: "templates_preferences/#{config_key}_form"),
+           status: :ok
+  end
+
   private
 
   def template_params
     params.require(:template).permit(
       preferences: %i[bcc_completed request_email_subject request_email_body
+                      invitation_reminder_email_subject invitation_reminder_email_body
                       documents_copy_email_subject documents_copy_email_body
                       documents_copy_email_enabled documents_copy_email_attach_audit
+                      documents_copy_email_attach_documents documents_copy_email_reply_to
                       completed_notification_email_attach_documents
-                      completed_redirect_url
+                      completed_redirect_url validate_unique_submitters
-                      submitters_order
+                      require_all_submitters submitters_order require_phone_2fa require_email_2fa
+                      default_expire_at_duration shared_link_2fa default_expire_at request_email_enabled
                       completed_notification_email_subject completed_notification_email_body
                       completed_notification_email_enabled completed_notification_email_attach_audit] +
-                      [completed_message: %i[title body]]
+                      [completed_message: %i[title body],
+                       submitters: [%i[uuid request_email_subject request_email_body]], link_form_fields: []]
     ).tap do |attrs|
+      attrs[:preferences].delete(:submitters) if params[:request_email_per_submitter] != '1'
+
+      if (default_expire_at = attrs.dig(:preferences, :default_expire_at).presence)
+        attrs[:preferences][:default_expire_at] =
+          (ActiveSupport::TimeZone[current_account.timezone] || Time.zone).parse(default_expire_at).utc
+      end
+
       attrs[:preferences] = attrs[:preferences].transform_values do |value|
         if %w[true false].include?(value)
           value == 'true'

app/controllers/templates_prefillable_fields_controller.rb

@@ -0,0 +1,26 @@
+# frozen_string_literal: true
+
+class TemplatesPrefillableFieldsController < ApplicationController
+  PREFILLABLE_FIELD_TYPES = %w[text number cells date checkbox select radio phone].freeze
+
+  load_and_authorize_resource :template
+
+  def create
+    authorize!(:update, @template)
+
+    field = @template.fields.find { |f| f['uuid'] == params[:field_uuid] }
+
+    if params[:prefillable] == 'false'
+      field.delete('prefillable')
+      field.delete('readonly')
+    elsif params[:prefillable] == 'true'
+      field['prefillable'] = true
+      field['readonly'] = true
+    end
+
+    @template.save!
+
+    render turbo_stream: turbo_stream.replace(:prefillable_fields_list, partial: 'list',
+                                                                        locals: { template: @template })
+  end
+end

app/controllers/templates_recipients_controller.rb

@@ -9,6 +9,10 @@ class TemplatesRecipientsController < ApplicationController
     @template.submitters =
       submitters_params.map { |s| s.reject { |_, v| v.is_a?(String) && v.blank? } }
 
+    if @template.submitters.each_with_index.all? { |s, index| s['order'] == index }
+      @template.submitters.each { |s| s.delete('order') }
+    end
+
     @template.save!
 
     render json: { submitters: @template.submitters }
@@ -17,38 +21,48 @@ class TemplatesRecipientsController < ApplicationController
   private
 
   def submitters_params
-    params.require(:template).permit(
+    permit_params = { submitters: [%i[name uuid is_requester optional_invite_by_uuid
-      submitters: [%i[name uuid is_requester invite_by_uuid linked_to_uuid email option]]
+                                      invite_by_uuid linked_to_uuid email option order]] }
-    ).fetch(:submitters, {}).values.filter_map do |s|
+
+    params.require(:template).permit(permit_params).fetch(:submitters, {}).values.filter_map do |s|
       next if s[:uuid].blank?
 
-      if s[:is_requester] == '1' && s[:invite_by_uuid].blank?
+      if s[:is_requester] == '1' && s[:invite_by_uuid].blank? && s[:optional_invite_by_uuid].blank?
         s[:is_requester] = true
       else
         s.delete(:is_requester)
       end
 
+      s[:order] = s[:order].to_i if s[:order].present?
       s.delete(:invite_by_uuid) if s[:invite_by_uuid].blank?
+      s.delete(:optional_invite_by_uuid) if s[:optional_invite_by_uuid].blank?
 
-      option = s.delete(:option)
+      normalize_option_value(s)
-
-      if option.present?
-        case option
-        when 'is_requester'
-          s[:is_requester] = true
-        when 'not_set'
-          s.delete(:is_requester)
-          s.delete(:email)
-          s.delete(:linked_to_uuid)
-          s.delete(:invite_by_uuid)
-        when /\Alinked_to_(.*)\z/
-          s[:linked_to_uuid] = ::Regexp.last_match(-1)
-        when /\Ainvite_by_(.*)\z/
-          s[:invite_by_uuid] = ::Regexp.last_match(-1)
-        end
-      end
-
-      s
     end
   end
+
+  def normalize_option_value(attrs)
+    option = attrs.delete(:option)
+
+    if option.present?
+      case option
+      when 'is_requester'
+        attrs[:is_requester] = true
+      when 'not_set'
+        attrs.delete(:is_requester)
+        attrs.delete(:email)
+        attrs.delete(:linked_to_uuid)
+        attrs.delete(:invite_by_uuid)
+        attrs.delete(:optional_invite_by_uuid)
+      when /\Alinked_to_(.*)\z/
+        attrs[:linked_to_uuid] = ::Regexp.last_match(-1)
+      when /\Aoptional_invite_by_(.*)\z/
+        attrs[:optional_invite_by_uuid] = ::Regexp.last_match(-1)
+      when /\Ainvite_by_(.*)\z/
+        attrs[:invite_by_uuid] = ::Regexp.last_match(-1)
+      end
+    end
+
+    attrs
+  end
 end

app/controllers/templates_share_link_controller.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+class TemplatesShareLinkController < ApplicationController
+  load_and_authorize_resource :template
+
+  def show; end
+
+  def create
+    authorize!(:update, @template)
+
+    @template.update!(template_params)
+
+    if params[:redir].present?
+      redirect_to params[:redir]
+    else
+      head :ok
+    end
+  end
+
+  private
+
+  def template_params
+    params.require(:template).permit(:shared_link)
+  end
+end

app/controllers/templates_uploads_controller.rb

@@ -23,7 +23,9 @@ class TemplatesUploadsController < ApplicationController
 
     @template.update!(schema:)
 
-    SendTemplateCreatedWebhookRequestJob.perform_async('template_id' => @template.id)
+    WebhookUrls.enqueue_events(@template, 'template.created')
+
+    SearchEntries.enqueue_reindex(@template)
 
     redirect_to edit_template_path(@template)
   rescue Templates::CreateAttachments::PdfEncrypted
@@ -44,6 +46,8 @@ class TemplatesUploadsController < ApplicationController
     template.folder = TemplateFolders.find_or_create_by_name(current_user, params[:folder_name])
     template.name = File.basename((url_params || params)[:files].first.original_filename, '.*')
 
+    Templates.maybe_assign_access(template)
+
     template.save!
 
     template
@@ -55,11 +59,12 @@ class TemplatesUploadsController < ApplicationController
     tempfile.write(DownloadUtils.call(params[:url]).body)
     tempfile.rewind
 
+    filename = URI.decode_www_form_component(params[:filename]) if params[:filename].present?
+    filename ||= File.basename(URI.decode_www_form_component(params[:url]))
+
     file = ActionDispatch::Http::UploadedFile.new(
       tempfile:,
-      filename: File.basename(
+      filename:,
-        URI.decode_www_form_component(params[:filename].presence || params[:url]), '.*'
-      ),
       type: Marcel::MimeType.for(tempfile)
     )
 

app/controllers/testing_api_settings_controller.rb

@@ -4,9 +4,8 @@ class TestingApiSettingsController < ApplicationController
   def index
     authorize!(:manage, current_user.access_token)
 
-    @webhook_config =
+    @webhook_url = current_account.webhook_urls.first_or_initialize
-      current_account.encrypted_configs.find_or_initialize_by(key: EncryptedConfig::WEBHOOK_URL_KEY)
 
-    authorize!(:manage, @webhook_config)
+    authorize!(:manage, @webhook_url)
   end
 end

app/controllers/user_configs_controller.rb

@@ -5,7 +5,8 @@ class UserConfigsController < ApplicationController
   authorize_resource :user_config
 
   ALLOWED_KEYS = [
-    UserConfig::RECEIVE_COMPLETED_EMAIL
+    UserConfig::RECEIVE_COMPLETED_EMAIL,
+    UserConfig::SHOW_APP_TOUR
   ].freeze
 
   InvalidKey = Class.new(StandardError)
@@ -26,8 +27,9 @@ class UserConfigsController < ApplicationController
   end
 
   def user_config_params
-    params.required(:user_config).permit!.tap do |attrs|
+    params.required(:user_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
       attrs[:value] = attrs[:value] == '1' if attrs[:value].in?(%w[1 0])
+      attrs[:value] = attrs[:value] == 'true' if attrs[:value].in?(%w[true false])
     end
   end
 end

app/controllers/users_controller.rb

@@ -16,7 +16,7 @@ class UsersController < ApplicationController
         @users.active.where.not(role: 'integration')
       end
 
-    @pagy, @users = pagy(@users.where(account: current_account).order(id: :desc))
+    @pagy, @users = pagy(@users.preload(account: :account_accesses).where(account: current_account).order(id: :desc))
   end
 
   def new; end
@@ -27,40 +27,55 @@ class UsersController < ApplicationController
     existing_user = User.accessible_by(current_ability).find_by(email: @user.email)
 
     if existing_user
-      existing_user.archived_at = nil
+      if existing_user.archived_at? &&
-      existing_user.assign_attributes(user_params)
+         current_ability.can?(:manage, existing_user) && current_ability.can?(:manage, @user.account)
-      existing_user.account = current_account
+        existing_user.assign_attributes(@user.slice(:first_name, :last_name, :role, :account_id))
+        existing_user.archived_at = nil
+        @user = existing_user
+      else
+        @user.errors.add(:email, I18n.t('already_exists'))
 
-      @user = existing_user
+        return render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_content
+      end
     end
 
+    @user.password = SecureRandom.hex if @user.password.blank?
+    @user.role = User::ADMIN_ROLE unless role_valid?(@user.role)
+
     if @user.save
       UserMailer.invitation_email(@user).deliver_later!
 
       redirect_back fallback_location: settings_users_path, notice: I18n.t('user_has_been_invited')
     else
-      render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_entity
+      render turbo_stream: turbo_stream.replace(:modal, template: 'users/new'), status: :unprocessable_content
     end
   end
 
   def update
     return redirect_to settings_users_path, notice: I18n.t('unable_to_update_user') if Docuseal.demo?
 
-    attrs = user_params.compact_blank.merge(user_params.slice(:archived_at))
+    attrs = user_params.compact_blank
-    attrs.delete(:role) if !role_valid?(attrs[:role]) || current_user == @user
+    attrs = attrs.merge(user_params.slice(:archived_at)) if current_ability.can?(:create, @user)
 
     if params.dig(:user, :account_id).present?
-      account = Account.accessible_by(current_ability).find(params[:user][:account_id])
+      account = Account.accessible_by(current_ability).find(params.dig(:user, :account_id))
 
       authorize!(:manage, account)
 
       @user.account = account
     end
 
-    if @user.update(attrs)
+    if @user.update(attrs.except(*(current_user == @user ? %i[password otp_required_for_login role] : %i[password])))
-      redirect_back fallback_location: settings_users_path, notice: I18n.t('user_has_been_updated')
+      if @user.try(:pending_reconfirmation?) && @user.previous_changes.key?(:unconfirmed_email)
+        SendConfirmationInstructionsJob.perform_async('user_id' => @user.id)
+
+        redirect_back fallback_location: settings_users_path,
+                      notice: I18n.t('a_confirmation_email_has_been_sent_to_the_new_email_address')
+      else
+        redirect_back fallback_location: settings_users_path, notice: I18n.t('user_has_been_updated')
+      end
     else
-      render turbo_stream: turbo_stream.replace(:modal, template: 'users/edit'), status: :unprocessable_entity
+      render turbo_stream: turbo_stream.replace(:modal, template: 'users/edit'), status: :unprocessable_content
     end
   end
 
@@ -81,20 +96,16 @@ class UsersController < ApplicationController
   end
 
   def build_user
-    @user = current_account.users.find_by(email: user_params[:email])&.tap do |user|
+    @user = current_account.users.new(user_params)
-      user.assign_attributes(user_params)
-      user.archived_at = nil
-    end
-
-    @user ||= current_account.users.new(user_params)
-
-    @user
   end
 
   def user_params
     if params.key?(:user)
-      params.require(:user).permit(:email, :first_name, :last_name, :password,
+      permitted_params = %i[email first_name last_name password archived_at otp_required_for_login]
-                                   :role, :archived_at, :account_id)
+
+      permitted_params << :role if role_valid?(params.dig(:user, :role))
+
+      params.require(:user).permit(permitted_params)
     else
       {}
     end

app/controllers/users_send_reset_password_controller.rb

@@ -0,0 +1,20 @@
+# frozen_string_literal: true
+
+class UsersSendResetPasswordController < ApplicationController
+  load_and_authorize_resource :user
+
+  LIMIT_DURATION = 10.minutes
+
+  def update
+    authorize!(:manage, @user)
+
+    if @user.reset_password_sent_at && @user.reset_password_sent_at > LIMIT_DURATION.ago
+      redirect_back fallback_location: settings_users_path, notice: I18n.t('email_has_been_sent_already')
+    else
+      @user.send_reset_password_instructions
+
+      redirect_back fallback_location: settings_users_path,
+                    notice: I18n.t('an_email_with_password_reset_instructions_has_been_sent')
+    end
+  end
+end

app/controllers/webhook_events_controller.rb

@@ -0,0 +1,66 @@
+# frozen_string_literal: true
+
+class WebhookEventsController < ApplicationController
+  load_and_authorize_resource :webhook_url, parent: false, id_param: :webhook_id
+  before_action :load_webhook_event
+
+  def show
+    return unless current_ability.can?(:read, @webhook_event.record)
+
+    @data =
+      case @webhook_event.event_type
+      when 'form.started', 'form.completed', 'form.declined', 'form.viewed'
+        Submitters::SerializeForWebhook.call(@webhook_event.record)
+      when 'submission.created', 'submission.completed', 'submission.expired'
+        Submissions::SerializeForApi.call(@webhook_event.record)
+      when 'template.created', 'template.updated'
+        Templates::SerializeForApi.call(@webhook_event.record)
+      when 'submission.archived'
+        @webhook_event.record.as_json(only: %i[id archived_at])
+      end
+  end
+
+  def resend
+    id_key = WebhookUrls::EVENT_TYPE_ID_KEYS.fetch(@webhook_event.event_type.split('.').first)
+
+    last_attempt_id = @webhook_event.webhook_attempts.maximum(:id)
+
+    WebhookUrls::EVENT_TYPE_TO_JOB_CLASS[@webhook_event.event_type].perform_async(
+      id_key => @webhook_event.record_id,
+      'webhook_url_id' => @webhook_event.webhook_url_id,
+      'event_uuid' => @webhook_event.uuid,
+      'attempt' => SendWebhookRequest::MANUAL_ATTEMPT,
+      'last_status' => 0
+    )
+
+    render turbo_stream: [
+      turbo_stream.after(
+        params[:button_id],
+        helpers.tag.submit_form(
+          helpers.button_to('', refresh_settings_webhook_event_path(@webhook_url.id, @webhook_event.uuid),
+                            params: { last_attempt_id: }),
+          class: 'hidden', data: { interval: 3_000 }
+        )
+      )
+    ]
+  end
+
+  def refresh
+    return head :ok if @webhook_event.webhook_attempts.maximum(:id) == params[:last_attempt_id].to_i
+
+    render turbo_stream: [
+      turbo_stream.replace(helpers.dom_id(@webhook_event),
+                           partial: 'event_row',
+                           locals: { with_status: true, webhook_url: @webhook_url, webhook_event: @webhook_event }),
+      turbo_stream.replace(helpers.dom_id(@webhook_event, :drawer_events),
+                           partial: 'drawer_events',
+                           locals: { webhook_url: @webhook_url, webhook_event: @webhook_event })
+    ]
+  end
+
+  private
+
+  def load_webhook_event
+    @webhook_event = @webhook_url.webhook_events.find_by!(uuid: params[:id])
+  end
+end

app/controllers/webhook_preferences_controller.rb

@@ -1,37 +1,22 @@
 # frozen_string_literal: true
 
 class WebhookPreferencesController < ApplicationController
-  EVENTS = %w[
+  load_and_authorize_resource :webhook_url, parent: false
-    form.viewed
-    form.started
-    form.completed
-    form.declined
-    template.created
-    template.updated
-    submission.created
-    submission.archived
-  ].freeze
 
-  before_action :load_account_config
+  def update
-  authorize_resource :account_config, parent: false
+    webhook_preferences_params[:events].each do |event, val|
+      @webhook_url.events.delete(event) if val == '0'
+      @webhook_url.events.push(event) if val == '1' && @webhook_url.events.exclude?(event)
+    end
 
-  def create
+    @webhook_url.save!
-    @account_config.value[account_config_params[:event]] = account_config_params[:value] == '1'
-
-    @account_config.save!
 
     head :ok
   end
 
   private
 
-  def load_account_config
+  def webhook_preferences_params
-    @account_config =
+    params.require(:webhook_url).permit(events: {})
-      current_account.account_configs.find_or_initialize_by(key: AccountConfig::WEBHOOK_PREFERENCES_KEY)
-    @account_config.value ||= {}
-  end
-
-  def account_config_params
-    params.permit(:event, :value)
   end
 end

app/controllers/webhook_secret_controller.rb

@@ -1,29 +1,22 @@
 # frozen_string_literal: true
 
 class WebhookSecretController < ApplicationController
-  before_action :load_encrypted_config
+  load_and_authorize_resource :webhook_url, parent: false
-  authorize_resource :encrypted_config, parent: false
 
-  def index; end
+  def show; end
 
-  def create
+  def update
-    @encrypted_config.assign_attributes(value: {
+    @webhook_url.update!(secret: {
-      encrypted_config_params[:key] => encrypted_config_params[:value]
+      webhook_secret_params[:key] => webhook_secret_params[:value]
     }.compact_blank)
 
-    @encrypted_config.value.present? ? @encrypted_config.save! : @encrypted_config.delete
+    redirect_back(fallback_location: settings_webhook_path(@webhook_url),
-
+                  notice: I18n.t('webhook_secret_has_been_saved'))
-    redirect_back(fallback_location: settings_webhooks_path, notice: I18n.t('webhook_secret_has_been_saved'))
   end
 
   private
 
-  def load_encrypted_config
+  def webhook_secret_params
-    @encrypted_config =
+    params.require(:webhook_url).permit(secret: %i[key value]).fetch(:secret, {})
-      current_account.encrypted_configs.find_or_initialize_by(key: EncryptedConfig::WEBHOOK_SECRET_KEY)
-  end
-
-  def encrypted_config_params
-    params.require(:encrypted_config).permit(value: %i[key value]).fetch(:value, {})
   end
 end

app/controllers/webhook_settings_controller.rb

@@ -1,36 +1,81 @@
 # frozen_string_literal: true
 
 class WebhookSettingsController < ApplicationController
-  before_action :load_encrypted_config
+  load_and_authorize_resource :webhook_url, parent: false, only: %i[index show new create update destroy]
-  authorize_resource :encrypted_config, parent: false
+  load_and_authorize_resource :webhook_url, only: %i[resend], id_param: :webhook_id
 
-  def show; end
+  def index
+    @webhook_urls = @webhook_urls.order(id: :desc)
+    @webhook_url = @webhook_urls.first_or_initialize
+
+    if @webhook_urls.size > 1
+      render :index
+    else
+      @webhook_events = @webhook_url.webhook_events
+
+      @webhook_events = @webhook_events.where(status: params[:status]) if %w[success error].include?(params[:status])
+
+      @pagy, @webhook_events = pagy_countless(@webhook_events.order(id: :desc))
+
+      render :show
+    end
+  end
+
+  def show
+    @webhook_events = @webhook_url.webhook_events
+
+    @webhook_events = @webhook_events.where(status: params[:status]) if %w[success error].include?(params[:status])
+
+    @pagy, @webhook_events = pagy_countless(@webhook_events.order(id: :desc))
+  end
+
+  def new; end
 
   def create
-    @encrypted_config.assign_attributes(encrypted_config_params)
+    @webhook_url.save!
 
-    @encrypted_config.value.present? ? @encrypted_config.save! : @encrypted_config.delete
+    redirect_to settings_webhooks_path, notice: I18n.t('webhook_url_has_been_saved')
-
-    redirect_back(fallback_location: settings_webhooks_path, notice: I18n.t('webhook_url_has_been_saved'))
   end
 
   def update
+    @webhook_url.update!(update_params)
+
+    redirect_back(fallback_location: settings_webhook_path(@webhook_url),
+                  notice: I18n.t('webhook_url_has_been_updated'))
+  end
+
+  def destroy
+    @webhook_url.destroy!
+
+    redirect_to settings_webhooks_path, notice: I18n.t('webhook_url_has_been_deleted')
+  end
+
+  def resend
     submitter = current_account.submitters.where.not(completed_at: nil).order(:id).last
 
-    SendFormCompletedWebhookRequestJob.perform_async({ 'submitter_id' => submitter.id,
+    authorize!(:read, submitter)
-                                                       'encrypted_config_id' => @encrypted_config.id })
+
+    if submitter.blank? || @webhook_url.blank?
+      return redirect_back(fallback_location: settings_webhooks_path,
+                           alert: I18n.t('unable_to_resend_webhook_request'))
+    end
+
+    SendTestWebhookRequestJob.perform_async(
+      'submitter_id' => submitter.id,
+      'event_uuid' => SecureRandom.uuid,
+      'webhook_url_id' => @webhook_url.id
+    )
 
     redirect_back(fallback_location: settings_webhooks_path, notice: I18n.t('webhook_request_has_been_sent'))
   end
 
   private
 
-  def load_encrypted_config
+  def create_params
-    @encrypted_config =
+    params.require(:webhook_url).permit(:url, events: []).reverse_merge(events: [])
-      current_account.encrypted_configs.find_or_initialize_by(key: EncryptedConfig::WEBHOOK_URL_KEY)
   end
 
-  def encrypted_config_params
+  def update_params
-    params.require(:encrypted_config).permit(:value)
+    params.require(:webhook_url).permit(:url)
   end
 end

app/javascript/application.js

@@ -23,18 +23,38 @@ import SignatureForm from './elements/signature_form'
 import SubmitForm from './elements/submit_form'
 import PromptPassword from './elements/prompt_password'
 import EmailsTextarea from './elements/emails_textarea'
+import ToggleSubmit from './elements/toggle_submit'
 import ToggleOnSubmit from './elements/toggle_on_submit'
+import CheckOnClick from './elements/check_on_click'
 import PasswordInput from './elements/password_input'
 import SearchInput from './elements/search_input'
 import ToggleAttribute from './elements/toggle_attribute'
 import LinkedInput from './elements/linked_input'
 import CheckboxGroup from './elements/checkbox_group'
 import MaskedInput from './elements/masked_input'
+import SetDateButton from './elements/set_date_button'
+import IndeterminateCheckbox from './elements/indeterminate_checkbox'
+import AppTour from './elements/app_tour'
+import AppTourStart from './elements/app_tour_start'
+import DashboardDropzone from './elements/dashboard_dropzone'
+import RequiredCheckboxGroup from './elements/required_checkbox_group'
+import PageContainer from './elements/page_container'
+import EmailEditor from './elements/email_editor'
+import MountOnClick from './elements/mount_on_click'
+import RemoveOnEvent from './elements/remove_on_event'
+import ScrollTo from './elements/scroll_to'
+import SetValue from './elements/set_value'
+import ReviewForm from './elements/review_form'
+import ShowOnValue from './elements/show_on_value'
+import CustomValidation from './elements/custom_validation'
+import ToggleClasses from './elements/toggle_classes'
+import AutosizeField from './elements/autosize_field'
+import GoogleDriveFilePicker from './elements/google_drive_file_picker'
+import OpenModal from './elements/open_modal'
+import BarChart from './elements/bar_chart'
 
 import * as TurboInstantClick from './lib/turbo_instant_click'
 
-import './images/preview.png'
-
 TurboInstantClick.start()
 
 document.addEventListener('turbo:before-cache', () => {
@@ -48,6 +68,9 @@ document.addEventListener('keyup', (e) => {
 })
 
 document.addEventListener('turbo:before-fetch-request', encodeMethodIntoRequestBody)
+document.addEventListener('turbo:before-fetch-request', (event) => {
+  event.detail.fetchOptions.headers['X-Turbo'] = 'true'
+})
 document.addEventListener('turbo:submit-end', async (event) => {
   const resp = event.detail?.formSubmission?.result?.fetchResponse?.response
 
@@ -90,6 +113,7 @@ safeRegisterElement('submit-form', SubmitForm)
 safeRegisterElement('prompt-password', PromptPassword)
 safeRegisterElement('emails-textarea', EmailsTextarea)
 safeRegisterElement('toggle-cookies', ToggleCookies)
+safeRegisterElement('toggle-submit', ToggleSubmit)
 safeRegisterElement('toggle-on-submit', ToggleOnSubmit)
 safeRegisterElement('password-input', PasswordInput)
 safeRegisterElement('search-input', SearchInput)
@@ -97,6 +121,27 @@ safeRegisterElement('toggle-attribute', ToggleAttribute)
 safeRegisterElement('linked-input', LinkedInput)
 safeRegisterElement('checkbox-group', CheckboxGroup)
 safeRegisterElement('masked-input', MaskedInput)
+safeRegisterElement('set-date-button', SetDateButton)
+safeRegisterElement('indeterminate-checkbox', IndeterminateCheckbox)
+safeRegisterElement('app-tour', AppTour)
+safeRegisterElement('app-tour-start', AppTourStart)
+safeRegisterElement('dashboard-dropzone', DashboardDropzone)
+safeRegisterElement('check-on-click', CheckOnClick)
+safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
+safeRegisterElement('page-container', PageContainer)
+safeRegisterElement('email-editor', EmailEditor)
+safeRegisterElement('mount-on-click', MountOnClick)
+safeRegisterElement('remove-on-event', RemoveOnEvent)
+safeRegisterElement('scroll-to', ScrollTo)
+safeRegisterElement('set-value', SetValue)
+safeRegisterElement('review-form', ReviewForm)
+safeRegisterElement('show-on-value', ShowOnValue)
+safeRegisterElement('custom-validation', CustomValidation)
+safeRegisterElement('toggle-classes', ToggleClasses)
+safeRegisterElement('autosize-field', AutosizeField)
+safeRegisterElement('google-drive-file-picker', GoogleDriveFilePicker)
+safeRegisterElement('open-modal', OpenModal)
+safeRegisterElement('bar-chart', BarChart)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {
@@ -111,7 +156,9 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       backgroundColor: '#faf7f5',
       locale: this.dataset.locale,
       withPhone: this.dataset.withPhone === 'true',
+      withVerification: ['true', 'false'].includes(this.dataset.withVerification) ? this.dataset.withVerification === 'true' : null,
       withLogo: this.dataset.withLogo !== 'false',
+      withFieldsDetection: this.dataset.withFieldsDetection === 'true',
       editable: this.dataset.editable !== 'false',
       authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       withPayment: this.dataset.withPayment === 'true',
@@ -120,8 +167,12 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       withSendButton: this.dataset.withSendButton !== 'false',
       withSignYourselfButton: this.dataset.withSignYourselfButton !== 'false',
       withConditions: this.dataset.withConditions === 'true',
+      withGoogleDrive: this.dataset.withGoogleDrive === 'true',
+      withReplaceAndCloneUpload: true,
+      withDownload: true,
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),
-      acceptFileTypes: this.dataset.acceptFileTypes
+      acceptFileTypes: this.dataset.acceptFileTypes,
+      showTourStartForm: this.dataset.showTourStartForm === 'true'
     })
 
     this.component = this.app.mount(this.appElem)

app/javascript/application.scss

@@ -19,7 +19,7 @@ button .disabled {
   display: none;
 }
 
-button[disabled] .disabled {
+button[disabled] .disabled, button.btn-disabled .disabled {
   display: initial;
 }
 
@@ -27,7 +27,7 @@ button .enabled {
   display: initial;
 }
 
-button[disabled] .enabled {
+button[disabled] .enabled, button.btn-disabled .enabled {
   display: none;
 }
 
@@ -97,6 +97,23 @@ button[disabled] .enabled {
   bottom: auto;
 }
 
+.tooltip-bottom-start:before {
+  transform: translateX(-31%);
+  top: var(--tooltip-offset);
+  left: 100%;
+  right: auto;
+  bottom: auto;
+}
+
+.tooltip-bottom-start:after {
+  transform: translateX(-25%);
+  border-color: transparent transparent var(--tooltip-color) transparent;
+  top: var(--tooltip-tail-offset);
+  left: 50%;
+  right: auto;
+  bottom: auto;
+}
+
 .autocomplete {
   background: white;
   z-index: 1000;
@@ -130,3 +147,11 @@ button[disabled] .enabled {
   outline-offset: 3px;
   outline-color: hsl(var(--bc) / 0.2);
 }
+
+.font-times {
+  font-family: "Times New Roman", Times, ui-serif, serif, Cambria, Georgia;
+}
+
+.font-courier {
+  font-family: "Courier New", Consolas, "Liberation Mono", monospace, ui-monospace, SFMono-Regular, Menlo, Monaco;
+}

app/javascript/draw.js

@@ -1,5 +1,6 @@
 import SignaturePad from 'signature_pad'
 import { cropCanvasAndExportToPNG } from './submission_form/crop_canvas'
+import { isValidSignatureCanvas } from './submission_form/validate_signature'
 
 window.customElements.define('draw-signature', class extends HTMLElement {
   connectedCallback () {
@@ -12,6 +13,10 @@ window.customElements.define('draw-signature', class extends HTMLElement {
 
     this.pad = new SignaturePad(this.canvas)
 
+    if (this.dataset.color) {
+      this.pad.penColor = this.dataset.color
+    }
+
     this.pad.addEventListener('endStroke', () => {
       this.updateSubmitButtonVisibility()
     })
@@ -39,6 +44,8 @@ window.customElements.define('draw-signature', class extends HTMLElement {
 
           return response
         })
+      }).catch(error => {
+        console.log(error)
       }).finally(() => {
         this.submitButton.disabled = false
       })
@@ -61,26 +68,26 @@ window.customElements.define('draw-signature', class extends HTMLElement {
   }
 
   async submitImage () {
-    return new Promise((resolve, reject) => {
+    if (!isValidSignatureCanvas(this.pad.toData())) {
-      cropCanvasAndExportToPNG(this.canvas, { errorOnTooSmall: true }).then(async (blob) => {
+      alert('Signature is too small or simple. Please redraw.')
-        const file = new File([blob], 'signature.png', { type: 'image/png' })
 
-        const formData = new FormData()
+      return Promise.reject(new Error('Image too small or simple'))
+    }
 
-        formData.append('file', file)
+    return cropCanvasAndExportToPNG(this.canvas).then(async (blob) => {
-        formData.append('submitter_slug', this.dataset.slug)
+      const file = new File([blob], 'signature.png', { type: 'image/png' })
-        formData.append('name', 'attachments')
-        formData.append('remember_signature', 'true')
 
-        return fetch('/api/attachments', {
+      const formData = new FormData()
-          method: 'POST',
+
-          body: formData
+      formData.append('file', file)
-        }).then((resp) => resp.json()).then((attachment) => {
+      formData.append('submitter_slug', this.dataset.slug)
-          return resolve(attachment)
+      formData.append('name', 'attachments')
-        })
+      formData.append('remember_signature', 'true')
-      }).catch((error) => {
+
-        return reject(error)
+      return fetch('/api/attachments', {
-      })
+        method: 'POST',
+        body: formData
+      }).then(resp => resp.json())
     })
   }
 

app/javascript/elements/app_tour.js

@@ -0,0 +1,338 @@
+export default class extends HTMLElement {
+  async connectedCallback () {
+    this.tourType = this.dataset.type
+    this.nextPagePath = this.dataset.nextPagePath
+    this.I18n = JSON.parse(this.dataset.i18n || '{}')
+
+    if (this.dataset.showTour === 'true') this.start()
+  }
+
+  async start () {
+    if (window.innerWidth < 768) return
+
+    const [{ driver }] = await Promise.all([
+      import('driver.js'),
+      import('driver.js/dist/driver.css')
+    ])
+
+    this.driverObj = driver({
+      showProgress: true,
+      nextBtnText: this.I18n.next,
+      prevBtnText: this.I18n.previous,
+      doneBtnText: this.I18n.done,
+      onDestroyStarted: () => {
+        this.disableAppGuide().finally(() => { this.destroy() })
+      },
+      onHighlightStarted: (element) => {
+        if (element) {
+          const clickHandler = () => {
+            this.disableAppGuide().finally(() => { this.destroy() })
+            element.removeEventListener('click', clickHandler)
+          }
+
+          element.addEventListener('click', clickHandler)
+        }
+      }
+    })
+
+    if (this.tourType === 'dashboard') {
+      this.showDashboardTour()
+    } else if (this.tourType === 'builder') {
+      this.showTemplateBuilderTour()
+    } else if (this.tourType === 'account') {
+      this.showAccountTour()
+    } else if (this.tourType === 'template') {
+      this.showTemplateTour()
+    }
+  }
+
+  disconnectedCallback () {
+    if (this.driverObj) this.destroy()
+  }
+
+  destroy () {
+    if (this.builderTemplate) this.builderTemplate.fields.shift()
+    if (this.driverObj) this.driverObj.destroy()
+  }
+
+  showTemplateTour () {
+    const steps = [
+      {
+        element: '#share_link_clipboard',
+        popover: {
+          title: this.I18n.copy_and_share_link,
+          description: this.I18n.copy_and_share_link_description,
+          side: 'bottom',
+          align: 'end'
+        }
+      },
+      {
+        element: '#sign_yourself_button',
+        popover: {
+          title: this.I18n.sign_the_document,
+          description: this.I18n.sign_the_document_description,
+          side: 'top',
+          align: 'center'
+        }
+      },
+      {
+        element: '#send_to_recipients_button',
+        popover: {
+          title: this.I18n.send_for_signing,
+          description: this.I18n.add_recipients_description,
+          side: 'top',
+          align: 'center'
+        }
+      },
+      {
+        element: '#add_recipients_button',
+        popover: {
+          title: this.I18n.add_recipients,
+          description: this.I18n.add_recipients_description,
+          side: 'bottom',
+          align: 'end'
+        }
+      },
+      {
+        element: '#account_settings_button',
+        popover: {
+          title: this.I18n.settings,
+          description: this.I18n.settings_template_description,
+          side: 'right',
+          align: 'start',
+          showButtons: this.nextPagePath ? ['next', 'previous', 'close'] : ['previous', 'close'],
+          onNextClick: () => {
+            if (this.nextPagePath) {
+              window.Turbo.visit(this.nextPagePath)
+            }
+          }
+        }
+      }
+    ].filter((step) => document.querySelector(step.element))
+
+    this.driverObj.setSteps(steps)
+    this.driverObj.drive()
+  }
+
+  showDashboardTour () {
+    this.driverObj.setSteps([
+      {
+        element: '#templates_submissions_toggle',
+        popover: {
+          title: this.I18n.template_and_submissions,
+          description: this.I18n.template_and_submissions_description,
+          side: 'right',
+          align: 'start'
+        }
+      },
+      {
+        element: '#templates_upload_button',
+        popover: {
+          title: this.I18n.upload_a_pdf_file,
+          description: this.I18n.upload_a_pdf_file_description,
+          side: 'left',
+          align: 'start',
+          showButtons: this.nextPagePath ? ['next', 'previous', 'close'] : ['previous', 'close'],
+          onNextClick: () => {
+            if (this.nextPagePath) {
+              window.Turbo.visit(this.nextPagePath)
+            }
+          }
+        },
+        onHighlightStarted: () => {}
+      }
+    ])
+
+    this.driverObj.drive()
+  }
+
+  showAccountTour () {
+    this.driverObj.setSteps([
+      {
+        element: '#account_settings_menu',
+        popover: {
+          title: this.I18n.settings,
+          description: this.I18n.settings_account_description,
+          side: 'right',
+          align: 'start'
+        }
+      },
+      {
+        element: '#support_channels',
+        popover: {
+          title: this.I18n.support,
+          description: this.I18n.support_description,
+          side: 'left',
+          align: 'start'
+        }
+      }
+    ].filter((step) => document.querySelector(step.element)))
+
+    this.driverObj.drive()
+  }
+
+  showTemplateBuilderTour () {
+    const builderComponent = document.querySelector('template-builder')?.component
+
+    this.builderTemplate = builderComponent?.template
+
+    if (this.builderTemplate) {
+      this.builderTemplate.fields.unshift({
+        uuid: 'b387399b-88dc-4345-9d37-743e97a9b2b3',
+        submitter_uuid: this.builderTemplate.submitters[0].uuid,
+        name: 'First Name',
+        type: 'text'
+      })
+
+      builderComponent.$nextTick(() => {
+        this.driverObj.setSteps([
+          {
+            element: '.roles-dropdown',
+            popover: {
+              title: this.I18n.select_a_signer_party,
+              description: this.I18n.select_a_signer_party_description,
+              side: 'left',
+              align: 'start',
+              onPopoverRender: () => {
+                const rolesDropdown = document.querySelector('.roles-dropdown')
+
+                rolesDropdown.dispatchEvent(new Event('mouseenter', { bubbles: true, cancelable: true }))
+                rolesDropdown.classList.add('dropdown-open')
+              }
+            }
+          },
+          {
+            element: '.roles-dropdown .dropdown-content',
+            popover: {
+              title: this.I18n.available_parties,
+              description: this.I18n.available_parties_description,
+              side: 'left',
+              align: 'start',
+              onPopoverRender: () => {
+                document.querySelector('.roles-dropdown .dropdown-content').classList.remove('driver-active-element')
+              },
+              onNextClick: () => {
+                document.querySelector('.roles-dropdown').classList.remove('dropdown-open')
+                this.driverObj.moveNext()
+              }
+            }
+          },
+          {
+            element: '#field-types-grid',
+            popover: {
+              title: this.I18n.available_field_types,
+              description: this.I18n.available_field_types_description,
+              side: 'right',
+              align: 'start',
+              onPrevClick: () => {
+                document.querySelector('.roles-dropdown').classList.add('dropdown-open')
+                this.driverObj.movePrevious()
+              }
+            }
+          },
+          {
+            element: '#text_type_field_button',
+            popover: {
+              title: this.I18n.text_input_field,
+              description: this.I18n.text_input_field_description,
+              side: 'left',
+              align: 'start'
+            }
+          },
+          {
+            element: '#signature_type_field_button',
+            popover: {
+              title: this.I18n.signature_field,
+              description: this.I18n.signature_field_description,
+              side: 'left',
+              align: 'start'
+            }
+          },
+          {
+            element: '.fields',
+            popover: {
+              title: this.I18n.added_fields,
+              description: this.I18n.added_fields_description,
+              side: 'right',
+              align: 'start'
+            }
+          },
+          {
+            element: '.list-field label:has(svg.tabler-icon-settings)',
+            popover: {
+              title: this.I18n.open_field_settings,
+              description: this.I18n.open_field_settings_description,
+              side: 'bottom',
+              align: 'end',
+              onPopoverRender: () => {
+                const settingsDropdown = document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings)')
+
+                document.querySelectorAll('.list-field div:first-child .text-transparent').forEach((e) => e.classList.remove('text-transparent'))
+                settingsDropdown.dispatchEvent(new Event('mouseenter', { bubbles: true, cancelable: true }))
+                settingsDropdown.classList.add('dropdown-open')
+              }
+            }
+          },
+          {
+            element: '.list-field div:first-child span:has(svg.tabler-icon-settings) .dropdown-content',
+            popover: {
+              title: this.I18n.field_settings,
+              description: this.I18n.field_settings_description,
+              side: 'left',
+              align: 'start',
+              onPopoverRender: () => {
+                document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings) .dropdown-content').classList.remove('driver-active-element')
+              },
+              onNextClick: () => {
+                document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings)').classList.remove('dropdown-open')
+                this.driverObj.moveNext()
+              }
+            }
+          },
+          {
+            element: '#send_button',
+            popover: {
+              title: this.I18n.send_document,
+              description: this.I18n.send_document_description,
+              side: 'bottom',
+              align: 'end',
+              onPrevClick: () => {
+                document.querySelector('.list-field div:first-child span:has(svg.tabler-icon-settings)').classList.add('dropdown-open')
+                this.driverObj.movePrevious()
+              }
+            }
+          },
+          {
+            element: '#sign_yourself_button',
+            popover: {
+              title: this.I18n.sign_yourself,
+              description: this.I18n.sign_yourself_description,
+              side: 'bottom',
+              align: 'end',
+              onNextClick: () => {
+                if (this.nextPagePath) {
+                  window.Turbo.visit(this.nextPagePath)
+                } else {
+                  this.destroy()
+                }
+              }
+            }
+          }
+        ])
+
+        this.driverObj.drive()
+      })
+    }
+  }
+
+  async disableAppGuide () {
+    return fetch('/user_configs', {
+      method: 'POST',
+      headers: {
+        'Content-Type': 'application/json',
+        'X-CSRF-Token': document.querySelector('meta[name="csrf-token"]').content
+      },
+      body: JSON.stringify({ key: 'show_app_tour', value: false })
+    })
+  }
+}

app/javascript/elements/app_tour_start.js

@@ -0,0 +1,7 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.querySelector('form').addEventListener('submit', () => {
+      window.app_tour.start()
+    })
+  }
+}

app/javascript/elements/autoresize_textarea.js

@@ -3,6 +3,8 @@ export default class extends HTMLElement {
     this.resize()
 
     this.textarea.addEventListener('input', () => this.resize())
+
+    this.observeVisibility()
   }
 
   resize () {
@@ -11,6 +13,28 @@ export default class extends HTMLElement {
     }
   }
 
+  observeVisibility () {
+    this.observer = new IntersectionObserver(
+      (entries) => {
+        entries.forEach((entry) => {
+          if (entry.isIntersecting) {
+            this.resize()
+            this.observer.unobserve(this.textarea)
+          }
+        })
+      },
+      {
+        threshold: 0.1
+      }
+    )
+
+    this.observer.observe(this.textarea)
+  }
+
+  disconnectedCallback () {
+    this.observer.unobserve(this.textarea)
+  }
+
   get textarea () {
     return this.querySelector('textarea')
   }

app/javascript/elements/autosize_field.js

@@ -0,0 +1,21 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    const originalFontValue = this.field.style.fontSize
+
+    if (this.field.scrollHeight > this.field.clientHeight) {
+      this.field.style.fontSize = `calc(${originalFontValue} / 1.5)`
+      this.field.style.lineHeight = `calc(${this.field.style.fontSize} * 1.3)`
+
+      if (this.field.scrollHeight > this.field.clientHeight) {
+        this.field.style.fontSize = `calc(${originalFontValue} / 2.0)`
+        this.field.style.lineHeight = `calc(${this.field.style.fontSize} * 1.3)`
+      }
+    }
+
+    this.field.classList.remove('hidden')
+  }
+
+  get field () {
+    return this.closest('field-value')
+  }
+}