Merge from docusealco/wip

.rubocop.yml

@@ -60,10 +60,10 @@ RSpec/NestedGroups:
   Max: 6
 
 RSpec/MultipleExpectations:
-  Max: 20
+  Max: 25
 
 RSpec/ExampleLength:
-  Max: 40
+  Max: 50
 
 RSpec/MultipleMemoizedHelpers:
   Max: 9

Gemfile.lock

@@ -298,7 +298,7 @@ GEM
       activesupport (>= 4)
       railties (>= 4)
       request_store (~> 1.0)
-    loofah (2.22.0)
+    loofah (2.23.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
     mail (2.8.1)
@@ -311,7 +311,7 @@ GEM
     method_source (1.1.0)
     mini_magick (4.13.2)
     mini_mime (1.1.5)
-    mini_portile2 (2.8.7)
+    mini_portile2 (2.8.8)
     minitest (5.25.1)
     msgpack (1.7.3)
     multi_json (1.15.0)
@@ -330,12 +330,12 @@ GEM
     net-smtp (0.5.0)
       net-protocol
     nio4r (2.7.3)
-    nokogiri (1.16.7)
+    nokogiri (1.16.8)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.16.7-aarch64-linux)
+    nokogiri (1.16.8-aarch64-linux)
       racc (~> 1.4)
-    nokogiri (1.16.7-x86_64-linux)
+    nokogiri (1.16.8-x86_64-linux)
       racc (~> 1.4)
     oj (3.16.6)
       bigdecimal (>= 3.0)
@@ -400,9 +400,9 @@ GEM
       activesupport (>= 5.0.0)
       minitest
       nokogiri (>= 1.6)
-    rails-html-sanitizer (1.6.0)
+    rails-html-sanitizer (1.6.1)
       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)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)

app/controllers/account_configs_controller.rb

@@ -17,7 +17,8 @@ class AccountConfigsController < ApplicationController
     AccountConfig::FLATTEN_RESULT_PDF_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)

app/controllers/api/submissions_controller.rb

@@ -78,7 +78,9 @@ module Api
 
       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
 

app/controllers/api/templates_controller.rb

@@ -87,7 +87,7 @@ module Api
 
     def filter_templates(templates, params)
       templates = Templates.search(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?
@@ -105,7 +105,7 @@ module Api
                     :required, :readonly, :default_value,
                     :title, :description,
                     { preferences: {},
-                      conditions: [%i[field_uuid value action]],
+                      conditions: [%i[field_uuid value action operation]],
                       options: [%i[value uuid]],
                       validation: %i[message pattern],
                       areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]]

app/controllers/application_controller.rb

@@ -15,6 +15,7 @@ class ApplicationController < ActionController::Base
 
   helper_method :button_title,
                 :current_account,
+                :form_link_host,
                 :svg_icon
 
   impersonates :user, with: ->(uuid) { User.find_by(uuid:) }
@@ -105,6 +106,10 @@ class ApplicationController < ActionController::Base
     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'
 

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]

app/controllers/personalization_settings_controller.rb

@@ -6,7 +6,8 @@ class PersonalizationSettingsController < ApplicationController
     AccountConfig::SUBMITTER_INVITATION_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)

app/controllers/submissions_archived_controller.rb

@@ -8,8 +8,18 @@ class SubmissionsArchivedController < ApplicationController
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
                                .preload(: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.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
+
+    @submissions = Submissions.search(@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(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_controller.rb

@@ -6,6 +6,8 @@ class SubmissionsController < ApplicationController
 
   load_and_authorize_resource :submission, only: %i[show destroy]
 
+  prepend_before_action :maybe_redirect_com, only: %i[show]
+
   def show
     @submission = Submissions.preload_with_pages(@submission)
 

app/controllers/submissions_dashboard_controller.rb

@@ -10,11 +10,20 @@ class SubmissionsDashboardController < ApplicationController
                                .where(templates: { archived_at: nil })
                                .preload(:created_by_user, template: :author)
 
+    @submissions = @submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
+
     @submissions = Submissions.search(@submissions, params[:q], search_template: true)
+    @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = @submissions.pending if params[:status] == 'pending'
     @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(@submissions.preload(submitters: :start_form_submission_events))
   end
 end

app/controllers/submissions_download_controller.rb

@@ -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
 
@@ -65,6 +72,13 @@ class SubmissionsDownloadController < ApplicationController
     attachment = submitter.submission.combined_document_attachment
     attachment ||= Submissions::GenerateCombinedAttachment.call(submitter)
 
-    ActiveStorage::Blob.proxy_url(attachment.blob, expires_at: FILES_TTL.from_now.to_i)
+    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_filters_controller.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class SubmissionsFiltersController < ApplicationController
+  ALLOWED_NAMES = %w[
+    author
+    completed_at
+    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

@@ -4,7 +4,7 @@ class SubmissionsPreviewController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  before_action :maybe_redirect_com, only: %i[show completed]
+  prepend_before_action :maybe_redirect_com, only: %i[show completed]
 
   TTL = 40.minutes
 
@@ -20,7 +20,7 @@ class SubmissionsPreviewController < ApplicationController
 
     @submission ||= Submission.find_by!(slug: params[:slug])
 
-    if !@submission.submitters.all?(&:completed_at?) && current_user.blank?
+    if @submission.account.archived_at? || (!@submission.submitters.all?(&:completed_at?) && current_user.blank?)
       raise ActionController::RoutingError, I18n.t('not_found')
     end
 

app/controllers/submit_form_controller.rb

@@ -7,8 +7,6 @@ class SubmitFormController < ApplicationController
   skip_before_action :authenticate_user!
   skip_authorization_check
 
-  before_action :maybe_redirect_com, only: %i[show completed]
-
   CONFIG_KEYS = [].freeze
 
   def show
@@ -17,7 +15,9 @@ class SubmitFormController < ApplicationController
     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 :archived if submission.template.archived_at? ||
+                               submission.archived_at? ||
+                               @submitter.account.archived_at?
     return render :expired if submission.expired?
     return render :declined if @submitter.declined_at?
     return render :awaiting if submission.template.preferences['submitters_order'] == 'preserved' &&
@@ -27,8 +27,7 @@ class SubmitFormController < ApplicationController
 
     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)
 
@@ -80,4 +79,11 @@ class SubmitFormController < ApplicationController
   end
 
   def success; end
+
+  private
+
+  def build_attachments_index(submission)
+    ActiveStorage::Attachment.where(record: submission.submitters, name: :attachments)
+                             .preload(:blob).index_by(&:uuid)
+  end
 end

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?

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_folders_controller.rb

@@ -4,7 +4,7 @@ class TemplateFoldersController < ApplicationController
   load_and_authorize_resource :template_folder
 
   def show
-    @templates = @template_folder.templates.active.preload(:author).order(id: :desc)
+    @templates = @template_folder.templates.active.preload(:author, :template_accesses).order(id: :desc)
     @templates = Templates.search(@templates, params[:q])
 
     @pagy, @templates = pagy(@templates, limit: 12)

app/controllers/templates_archived_controller.rb

@@ -4,7 +4,7 @@ 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).preload(:author, :folder, :template_accesses).order(id: :desc)
     @templates = Templates.search(@templates, params[:q])
 
     @pagy, @templates = pagy(@templates, limit: 12)

app/controllers/templates_archived_submissions_controller.rb

@@ -7,8 +7,15 @@ class TemplatesArchivedSubmissionsController < ApplicationController
   def index
     @submissions = @submissions.where.not(archived_at: nil)
     @submissions = Submissions.search(@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(@submissions.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_controller.rb

@@ -9,13 +9,22 @@ class TemplatesController < ApplicationController
     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::Filter.call(submissions, current_user, params)
 
     @base_submissions = submissions
 
     submissions = submissions.pending if params[:status] == 'pending'
     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
+
+    submissions = submissions.preload(:template_accesses) unless current_user.role.in?(%w[admin superadmin])
+
+    @pagy, @submissions = pagy(submissions.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end
@@ -102,13 +111,13 @@ class TemplatesController < ApplicationController
   def template_params
     params.require(:template).permit(
       :name,
-      { schema: [%i[attachment_uuid name]],
+      { schema: [[:attachment_uuid, :name, { conditions: [%i[field_uuid value action operation]] }]],
         submitters: [%i[name uuid is_requester linked_to_uuid invite_by_uuid email]],
         fields: [[:uuid, :submitter_uuid, :name, :type,
                   :required, :readonly, :default_value,
                   :title, :description,
                   { preferences: {},
-                    conditions: [%i[field_uuid value action]],
+                    conditions: [%i[field_uuid value action operation]],
                     options: [%i[value uuid]],
                     validation: %i[message pattern],
                     areas: [%i[x y w h cell_w attachment_uuid option_uuid page]] }]] }

app/controllers/templates_dashboard_controller.rb

@@ -45,7 +45,7 @@ class TemplatesDashboardController < ApplicationController
   end
 
   def filter_templates(templates)
-    rel = templates.active.preload(:author).order(id: :desc)
+    rel = templates.active.preload(:author, :template_accesses).order(id: :desc)
 
     if params[:q].blank?
       if Docuseal.multitenant? && !current_account.testing?

app/controllers/templates_preferences_controller.rb

@@ -22,6 +22,7 @@ class TemplatesPreferencesController < ApplicationController
       preferences: %i[bcc_completed request_email_subject request_email_body
                       documents_copy_email_subject documents_copy_email_body
                       documents_copy_email_enabled documents_copy_email_attach_audit
+                      documents_copy_email_attach_documents
                       completed_notification_email_attach_documents
                       completed_redirect_url
                       submitters_order

app/controllers/templates_uploads_controller.rb

@@ -55,11 +55,12 @@ 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/users_controller.rb

@@ -34,6 +34,8 @@ class UsersController < ApplicationController
       @user = existing_user
     end
 
+    @user.role = User::ADMIN_ROLE unless role_valid?(@user.role)
+
     if @user.save
       UserMailer.invitation_email(@user).deliver_later!
 

app/javascript/application.js

@@ -30,6 +30,7 @@ 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 * as TurboInstantClick from './lib/turbo_instant_click'
 
@@ -97,6 +98,7 @@ safeRegisterElement('toggle-attribute', ToggleAttribute)
 safeRegisterElement('linked-input', LinkedInput)
 safeRegisterElement('checkbox-group', CheckboxGroup)
 safeRegisterElement('masked-input', MaskedInput)
+safeRegisterElement('set-date-button', SetDateButton)
 
 safeRegisterElement('template-builder', class extends HTMLElement {
   connectedCallback () {
@@ -111,6 +113,7 @@ 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',
       editable: this.dataset.editable !== 'false',
       authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,

app/javascript/application.scss

@@ -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;

app/javascript/elements/set_date_button.js

@@ -0,0 +1,20 @@
+export default class extends HTMLElement {
+  connectedCallback () {
+    this.button.addEventListener('click', () => {
+      this.fromInput.value = this.dataset.fromValue || ''
+      this.toInput.value = this.dataset.toValue || ''
+    })
+  }
+
+  get button () {
+    return this.querySelector('button')
+  }
+
+  get fromInput () {
+    return document.getElementById(this.dataset.fromId)
+  }
+
+  get toInput () {
+    return document.getElementById(this.dataset.toId)
+  }
+}

app/javascript/form.js

@@ -15,6 +15,7 @@ safeRegisterElement('submission-form', class extends HTMLElement {
     this.app = createApp(Form, {
       submitter: JSON.parse(this.dataset.submitter),
       inviteSubmitters: JSON.parse(this.dataset.inviteSubmitters),
+      schema: JSON.parse(this.dataset.schema),
       canSendEmail: this.dataset.canSendEmail === 'true',
       previousSignatureValue: this.dataset.previousSignatureValue,
       goToLast: this.dataset.goToLast === 'true',

app/javascript/submission_form/area.vue

@@ -209,7 +209,7 @@
 </template>
 
 <script>
-import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconCheck, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1 } from '@tabler/icons-vue'
+import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconCheck, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconId } from '@tabler/icons-vue'
 
 export default {
   name: 'FieldArea',
@@ -311,7 +311,8 @@ export default {
         cells: this.t('cells'),
         stamp: this.t('stamp'),
         payment: this.t('payment'),
-        phone: this.t('phone')
+        phone: this.t('phone'),
+        verification: this.t('verify_id')
       }
     },
     alignClasses () {
@@ -340,7 +341,8 @@ export default {
         cells: IconColumns3,
         multiple: IconChecks,
         phone: IconPhoneCheck,
-        payment: IconCreditCard
+        payment: IconCreditCard,
+        verification: IconId
       }
     },
     image () {

app/javascript/submission_form/date_step.vue

@@ -37,6 +37,7 @@
     <AppearsOn :field="field" />
     <div class="text-center">
       <input
+        :id="field.uuid"
         ref="input"
         v-model="value"
         class="base-input !text-2xl text-center w-full"

app/javascript/submission_form/dropzone.vue

@@ -1,5 +1,6 @@
 <template>
   <div
+    id="dropzone"
     class="flex h-32 w-full"
     @dragover.prevent
     @drop.prevent="onDropFiles"

app/javascript/submission_form/form.vue

@@ -11,12 +11,13 @@
     :with-label="!isAnonymousChecboxes && showFieldNames"
     :current-step="currentStepFields"
     :scroll-padding="scrollPadding"
-    @focus-step="[saveStep(), currentField.type !== 'checkbox' ? isFormVisible = true : '', goToStep($event, false, true)]"
+    @focus-step="[saveStep(), goToStep($event, false, true), currentField.type !== 'checkbox' ? isFormVisible = true : '']"
   />
   <FieldAreas
     :steps="readonlyConditionalFields.map((e) => [e])"
-    :values="readonlyConditionalFields.reduce((acc, f) => { acc[f.uuid] = f.default_value; return acc }, {})"
+    :values="readonlyConditionalFields.reduce((acc, f) => { acc[f.uuid] = (values[f.uuid] || f.default_value); return acc }, {})"
     :submitter="submitter"
+    :attachments-index="attachmentsIndex"
     :submittable="false"
   />
   <FormulaFieldAreas
@@ -448,9 +449,22 @@
             @focus="scrollIntoField(currentField)"
             @submit="!isSubmitting && submitStep()"
           />
+          <VerificationStep
+            v-else-if="currentField.type === 'verification'"
+            ref="currentStep"
+            :key="currentField.uuid"
+            :locale="language?.toLowerCase() || browserLanguage"
+            :submitter="submitter"
+            :empty-value-required-step="emptyValueRequiredStep"
+            :field="currentField"
+            :submitter-slug="submitterSlug"
+            :values="values"
+            @focus="scrollIntoField(currentField)"
+            @submit="!isSubmitting && submitStep()"
+          />
         </div>
         <div
-          v-if="currentField.type !== 'payment' || submittedValues[currentField.uuid]"
+          v-if="(currentField.type !== 'payment' && currentField.type !== 'verification') || submittedValues[currentField.uuid]"
           :class="currentField.type === 'signature' ? 'mt-2' : 'mt-6 md:mt-8'"
         >
           <button
@@ -537,6 +551,7 @@ import AttachmentStep from './attachment_step'
 import MultiSelectStep from './multi_select_step'
 import PhoneStep from './phone_step'
 import PaymentStep from './payment_step'
+import VerificationStep from './verification_step'
 import TextStep from './text_step'
 import NumberStep from './number_step'
 import DateStep from './date_step'
@@ -579,6 +594,7 @@ export default {
     IconWritingSign,
     AttachmentStep,
     InitialsStep,
+    VerificationStep,
     InviteForm,
     MultiSelectStep,
     IconInnerShadowTop,
@@ -636,6 +652,11 @@ export default {
       required: false,
       default: null
     },
+    schema: {
+      type: Array,
+      required: false,
+      default: () => []
+    },
     attachments: {
       type: Array,
       required: false,
@@ -825,6 +846,21 @@ export default {
     isMobile () {
       return /android|iphone|ipad/i.test(navigator.userAgent)
     },
+    attachmentConditionsIndex () {
+      return this.schema.reduce((acc, item) => {
+        if (item.conditions?.length) {
+          if (item.conditions.every((c) => this.fieldsUuidIndex[c.field_uuid])) {
+            acc[item.attachment_uuid] = this.checkFieldConditions(item)
+          } else {
+            acc[item.attachment_uuid] = true
+          }
+        } else {
+          acc[item.attachment_uuid] = true
+        }
+
+        return acc
+      }, {})
+    },
     emptyValueRequiredStep () {
       return this.stepFields.find((fields, index) => {
         return fields.some((f) => {
@@ -905,13 +941,29 @@ export default {
       return this.currentStepFields[0]
     },
     readonlyConditionalFields () {
-      return this.fields.filter((f) => f.readonly && f.conditions?.length && this.checkFieldConditions(f))
+      return this.fields.filter((f) => f.readonly && f.conditions?.length && this.checkFieldConditions(f) && this.checkFieldDocumentsConditions(f))
     },
     stepFields () {
-      return this.fields.filter((f) => !f.readonly).reduce((acc, f) => {
+      const verificationFields = []
+
+      const sortedFields = this.fields.reduce((acc, f) => {
+        if (f.type === 'verification') {
+          verificationFields.push(f)
+        } else if (!f.readonly) {
+          acc.push(f)
+        }
+
+        return acc
+      }, [])
+
+      if (verificationFields.length) {
+        sortedFields.push(verificationFields.pop())
+      }
+
+      return sortedFields.reduce((acc, f) => {
         const prevStep = acc[acc.length - 1]
 
-        if (this.checkFieldConditions(f)) {
+        if (this.checkFieldConditions(f) && this.checkFieldDocumentsConditions(f)) {
           if (f.type === 'checkbox' && Array.isArray(prevStep) && prevStep[0].type === 'checkbox' && !f.description) {
             prevStep.push(f)
           } else {
@@ -944,6 +996,23 @@ export default {
       if (isEmpty(value) && this.currentStep > 0) {
         this.currentStep -= 1
       }
+    },
+    attachmentConditionsIndex: {
+      deep: true,
+      immediate: true,
+      handler (value) {
+        this.$nextTick(() => {
+          const root = this.$root.$el.parentNode.getRootNode()
+
+          for (const key in value) {
+            const doc = root.querySelector(`[id="document-${key}"`)
+
+            if (doc) {
+              doc.classList.toggle('hidden', !value[key])
+            }
+          }
+        })
+      }
     }
   },
   beforeUnmount () {
@@ -1025,33 +1094,57 @@ export default {
     onOrientationChange (event) {
       this.orientation = event.target.type
     },
+    checkFieldDocumentsConditions (field) {
+      if (field.areas?.length) {
+        return field.areas.some((area) => {
+          return this.attachmentConditionsIndex[area.attachment_uuid]
+        })
+      } else {
+        return true
+      }
+    },
     checkFieldConditions (field) {
       if (field.conditions?.length) {
-        return field.conditions.reduce((acc, c) => {
+        const result = field.conditions.reduce((acc, cond) => {
-          const field = this.fieldsUuidIndex[c.field_uuid]
+          if (cond.operation === 'or') {
-
+            acc.push(acc.pop() || this.checkFieldCondition(cond))
-          if (['not_empty', 'checked', 'equal', 'contains'].includes(c.action) && field && !this.checkFieldConditions(field)) {
-            return false
-          }
-
-          if (['empty', 'unchecked'].includes(c.action)) {
-            return acc && isEmpty(this.values[c.field_uuid])
-          } else if (['not_empty', 'checked'].includes(c.action)) {
-            return acc && !isEmpty(this.values[c.field_uuid])
-          } else if (['equal', 'contains'].includes(c.action) && field) {
-            const option = field.options.find((o) => o.uuid === c.value)
-            const values = [this.values[c.field_uuid]].flat()
-
-            return acc && values.includes(this.optionValue(option, field.options.indexOf(option)))
-          } else if (['not_equal', 'does_not_contain'].includes(c.action) && field) {
-            const option = field.options.find((o) => o.uuid === c.value)
-            const values = [this.values[c.field_uuid]].flat()
-
-            return acc && !values.includes(this.optionValue(option, field.options.indexOf(option)))
           } else {
-            return acc
+            acc.push(this.checkFieldCondition(cond))
           }
-        }, true)
+
+          return acc
+        }, [])
+
+        return !result.includes(false)
+      } else {
+        return true
+      }
+    },
+    checkFieldCondition (condition) {
+      const field = this.fieldsUuidIndex[condition.field_uuid]
+
+      if (['not_empty', 'checked', 'equal', 'contains'].includes(condition.action) && field && !this.checkFieldConditions(field)) {
+        return false
+      }
+
+      if (['empty', 'unchecked'].includes(condition.action)) {
+        return isEmpty(this.values[condition.field_uuid])
+      } else if (['not_empty', 'checked'].includes(condition.action)) {
+        return !isEmpty(this.values[condition.field_uuid])
+      } else if (['equal', 'contains'].includes(condition.action) && field) {
+        if (field.options) {
+          const option = field.options.find((o) => o.uuid === condition.value)
+          const values = [this.values[condition.field_uuid]].flat()
+
+          return values.includes(this.optionValue(option, field.options.indexOf(option)))
+        } else {
+          return [this.values[condition.field_uuid]].flat().includes(condition.value)
+        }
+      } else if (['not_equal', 'does_not_contain'].includes(condition.action) && field) {
+        const option = field.options.find((o) => o.uuid === condition.value)
+        const values = [this.values[condition.field_uuid]].flat()
+
+        return !values.includes(this.optionValue(option, field.options.indexOf(option)))
       } else {
         return true
       }
@@ -1209,7 +1302,7 @@ export default {
 
       const submitStep = this.currentStep
 
-      const stepPromise = ['signature', 'phone', 'initials', 'payment'].includes(this.currentField.type)
+      const stepPromise = ['signature', 'phone', 'initials', 'payment', 'verification'].includes(this.currentField.type)
         ? this.$refs.currentStep.submit
         : () => Promise.resolve({})
 
@@ -1243,9 +1336,13 @@ export default {
           if (response.status === 422 || response.status === 500) {
             const data = await response.json()
 
-            const i18nError = data.error ? this.t(data.error.replace(/\s+/g, '_').toLowerCase()) : ''
+            if (data.error) {
+              const i18nKey = data.error.replace(/\s+/g, '_').toLowerCase()
 
-            alert(i18nError !== data.error ? i18nError : (data.error || this.t('value_is_invalid')))
+              alert(this.t(i18nKey) !== i18nKey ? this.t(i18nKey) : data.error)
+            } else {
+              alert(this.t('value_is_invalid'))
+            }
 
             return Promise.reject(new Error(data.error))
           }

app/javascript/submission_form/i18n.js

@@ -1,4 +1,7 @@
 const en = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Complete all required fields to proceed with identity verification.',
+  verify_id: 'Verify ID',
+  identity_verification: 'Identity verification',
   complete: 'Complete',
   fill_all_required_fields_to_complete: 'Fill all required fields to complete',
   sign_and_complete: 'Sign and Complete',
@@ -67,7 +70,7 @@ const en = {
   documents_have_been_signed: 'Documents have been signed!',
   create_a_free_account: 'Create a Free Account',
   powered_by: 'Powered by',
-  please_check_the_box_to_continue: 'Please check the box to continue',
+  please_check_the_box_to_continue: 'Please check the box to continue.',
   open_source_documents_software: 'open source documents software',
   verified_phone_number: 'Verify Phone Number',
   use_international_format: 'Use international format: +1xxx',
@@ -89,10 +92,14 @@ const en = {
   pay_with_strip: 'Pay with Stripe',
   reupload: 'Reupload',
   upload: 'Upload',
-  files: 'Files'
+  files: 'Files',
+  signature_is_too_small_please_redraw: 'Signature is too small. Please redraw.'
 }
 
 const es = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Complete todos los campos requeridos para continuar con la verificación de identidad.',
+  verify_id: 'Verificar ID',
+  identity_verification: 'Verificación de identidad',
   complete: 'Completar',
   fill_all_required_fields_to_complete: 'Complete todos los campos requeridos para finalizar',
   sign_and_complete: 'Firmar y Completar',
@@ -160,7 +167,7 @@ const es = {
   documents_have_been_signed: '¡Los documentos han sido firmados!',
   create_a_free_account: 'Crear una Cuenta Gratuita',
   powered_by: 'Desarrollado por',
-  please_check_the_box_to_continue: 'Por favor marque la casilla para continuar',
+  please_check_the_box_to_continue: 'Por favor marque la casilla para continuar.',
   open_source_documents_software: 'software de documentos de código abierto',
   verified_phone_number: 'Verificar número de teléfono',
   use_international_format: 'Usar formato internacional: +1xxx',
@@ -182,10 +189,14 @@ const es = {
   pay_with_strip: 'Pagar con Stripe',
   reupload: 'Volver a subir',
   upload: 'Subir',
-  files: 'Archivos'
+  files: 'Archivos',
+  signature_is_too_small_please_redraw: 'La firma es demasiado pequeña. Por favor, dibújala de nuevo.'
 }
 
 const it = {
+  complete_all_required_fields_to_proceed_with_identity_verification: "Compila tutti i campi obbligatori per procedere con la verifica dell'identità.",
+  verify_id: 'Verifica ID',
+  identity_verification: "Verifica dell'identità",
   complete: 'Completa',
   fill_all_required_fields_to_complete: 'Compila tutti i campi obbligatori per completare',
   sign_and_complete: 'Firma e Completa',
@@ -253,7 +264,7 @@ const it = {
   documents_have_been_signed: 'I documenti sono stati firmati!',
   create_a_free_account: 'Crea un Account Gratuito',
   powered_by: 'Desarrollado por',
-  please_check_the_box_to_continue: 'Si prega di spuntare la casella per continuare',
+  please_check_the_box_to_continue: 'Si prega di spuntare la casella per continuare.',
   open_source_documents_software: 'software di documenti open source',
   verified_phone_number: 'Verifica numero di telefono',
   use_international_format: 'Usa formato internazionale: +1xxx',
@@ -275,10 +286,14 @@ const it = {
   pay_with_strip: 'Paga con Stripe',
   reupload: 'Ricarica',
   upload: 'Carica',
-  files: 'File'
+  files: 'File',
+  signature_is_too_small_please_redraw: 'La firma è troppo piccola. Ridisegnala per favore.'
 }
 
 const de = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Vervollständigen Sie alle erforderlichen Felder, um mit der Identitätsverifizierung fortzufahren.',
+  verify_id: 'ID überprüfen',
+  identity_verification: 'Identitätsüberprüfung',
   complete: 'Abschließen',
   fill_all_required_fields_to_complete: 'Alle erforderlichen Felder ausfüllen, um abzuschließen',
   sign_and_complete: 'Signieren und Abschließen',
@@ -346,7 +361,7 @@ const de = {
   documents_have_been_signed: 'Dokumente wurden unterschrieben!',
   create_a_free_account: 'Kostenloses Konto erstellen',
   powered_by: 'Bereitgestellt von',
-  please_check_the_box_to_continue: 'Bitte setzen Sie das Häkchen, um fortzufahren',
+  please_check_the_box_to_continue: 'Bitte setzen Sie das Häkchen, um fortzufahren.',
   open_source_documents_software: 'Open-Source-Dokumentensoftware',
   verified_phone_number: 'Telefonnummer überprüfen',
   use_international_format: 'Internationales Format verwenden: +1xxx',
@@ -368,10 +383,14 @@ const de = {
   pay_with_strip: 'Mit Stripe bezahlen',
   reupload: 'Erneut hochladen',
   upload: 'Hochladen',
-  files: 'Dateien'
+  files: 'Dateien',
+  signature_is_too_small_please_redraw: 'Die Unterschrift ist zu klein. Bitte erneut zeichnen.'
 }
 
 const fr = {
+  complete_all_required_fields_to_proceed_with_identity_verification: "Veuillez remplir tous les champs obligatoires pour continuer la vérification de l'identité.",
+  verif_id: "Vérification de l'ID",
+  verif_identite: "Vérification de l'identité",
   complete: 'Terminer',
   fill_all_required_fields_to_complete: 'Veuillez remplir tous les champs obligatoires pour compléter',
   sign_and_complete: 'Signer et Terminer',
@@ -439,7 +458,7 @@ const fr = {
   documents_have_been_signed: 'Les documents ont été signés!',
   create_a_free_account: 'Créer un Compte Gratuit',
   powered_by: 'Propulsé par',
-  please_check_the_box_to_continue: 'Veuillez cocher la case pour continuer',
+  please_check_the_box_to_continue: 'Veuillez cocher la case pour continuer.',
   open_source_documents_software: 'logiciel de documents open source',
   verified_phone_number: 'Vérifier le numéro de téléphone',
   use_international_format: 'Utiliser le format international : +1xxx',
@@ -461,10 +480,14 @@ const fr = {
   pay_with_strip: 'Paiement avec Stripe',
   reupload: 'Recharger',
   upload: 'Télécharger',
-  files: 'Fichiers'
+  files: 'Fichiers',
+  signature_is_too_small_please_redraw: 'La signature est trop petite. Veuillez la redessiner.'
 }
 
 const pl = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Uzupełnij wszystkie wymagane pola, aby kontynuować weryfikację tożsamości.',
+  verify_id: 'Zweryfikuj ID',
+  identity_verification: 'Weryfikacja tożsamości',
   complete: 'Zakończ',
   fill_all_required_fields_to_complete: 'Uzupełnij wszystkie wymagane pola, aby zakończyć',
   sign_and_complete: 'Podpisz i zakończ',
@@ -532,7 +555,7 @@ const pl = {
   documents_have_been_signed: 'Dokumenty zostały podpisane!',
   create_a_free_account: 'Utwórz darmowe konto',
   powered_by: 'Napędzany przez',
-  please_check_the_box_to_continue: 'Proszę zaznaczyć pole, aby kontynuować',
+  please_check_the_box_to_continue: 'Proszę zaznaczyć pole, aby kontynuować.',
   open_source_documents_software: 'oprogramowanie do dokumentów open source',
   verified_phone_number: 'Zweryfikuj numer telefonu',
   use_international_format: 'Użyj międzynarodowego formatu: +1xxx',
@@ -554,10 +577,14 @@ const pl = {
   pay_with_strip: 'Płatność za pomocą Stripe',
   reupload: 'Ponowne przesłanie',
   upload: 'Przesyłanie',
-  files: 'Pliki'
+  files: 'Pliki',
+  signature_is_too_small_please_redraw: 'Podpis jest zbyt mały. Proszę narysować go ponownie.'
 }
 
 const uk = {
+  complete_all_required_fields_to_proceed_with_identity_verification: "Заповніть всі обов'язкові поля, щоб продовжити перевірку особи.",
+  verify_id: 'Підтвердження ідентичності',
+  identity_verification: 'Ідентифікація особи',
   complete: 'Завершити',
   fill_all_required_fields_to_complete: "Заповніть всі обов'язкові поля для завершення",
   sign_and_complete: 'Підписати і завершити',
@@ -625,7 +652,7 @@ const uk = {
   documents_have_been_signed: 'Документи були підписані!',
   create_a_free_account: 'Створити безкоштовний обліковий запис',
   powered_by: 'Працює на базі',
-  please_check_the_box_to_continue: 'Будь ласка, позначте прапорець, щоб продовжити',
+  please_check_the_box_to_continue: 'Будь ласка, позначте прапорець, щоб продовжити.',
   open_source_documents_software: 'відкритий програмний засіб для документів',
   verified_phone_number: 'Підтвердіть номер телефону',
   use_international_format: 'Використовуйте міжнародний формат: +1xxx',
@@ -647,10 +674,14 @@ const uk = {
   pay_with_strip: 'Сплатити за допомогою Stripe',
   reupload: 'Перезавантажити',
   upload: 'Завантажити',
-  files: 'Файли'
+  files: 'Файли',
+  signature_is_too_small_please_redraw: 'Підпис занадто малий. Будь ласка, перемалюйте його.'
 }
 
 const cs = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Vyplňte všechna povinná pole, abyste mohli pokračovat v ověření identity.',
+  verify_id: 'Ověřit ID',
+  identity_verification: 'Ověření identity',
   complete: 'Dokončit',
   fill_all_required_fields_to_complete: 'Please complete all mandatory fields',
   sign_and_complete: 'Podepsat a dokončit',
@@ -718,7 +749,7 @@ const cs = {
   documents_have_been_signed: 'Dokumenty byly podepsány!',
   create_a_free_account: 'Vytvořit bezplatný účet',
   powered_by: 'Poháněno',
-  please_check_the_box_to_continue: 'Prosím, zaškrtněte políčko pro pokračování',
+  please_check_the_box_to_continue: 'Prosím, zaškrtněte políčko pro pokračování.',
   open_source_documents_software: 'open source software pro dokumenty',
   verified_phone_number: 'Ověřte telefonní číslo',
   use_international_format: 'Použijte mezinárodní formát: +1xxx',
@@ -740,12 +771,16 @@ const cs = {
   pay_with_strip: 'Zaplacení přes Stripe',
   reupload: 'Znovu nahrát',
   upload: 'Nahrát',
-  files: 'Soubory'
+  files: 'Soubory',
+  signature_is_too_small_please_redraw: 'Podpis je příliš malý. Prosím, překreslete ho.'
 }
 
 const pt = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Preencha todos os campos obrigatórios para prosseguir com a verificação de identidade.',
+  verify_id: 'Verificar ID',
+  identity_verification: 'Verificação de identidade',
   complete: 'Completar',
-  preencher_todos_os_campos_obrigatórios_para_concluir: 'Preencher todos os campos obrigatórios para concluir',
+  fill_all_required_fields_to_complete: 'Preencher todos os campos obrigatórios para concluir',
   sign_and_complete: 'Assinar e Completar',
   invite: 'Convidar',
   email: 'E-mail',
@@ -811,7 +846,7 @@ const pt = {
   documents_have_been_signed: 'Os documentos foram assinados!',
   create_a_free_account: 'Criar uma Conta Gratuita',
   powered_by: 'Desenvolvido por',
-  please_check_the_box_to_continue: 'Por favor, marque a caixa para continuar',
+  please_check_the_box_to_continue: 'Por favor, marque a caixa para continuar.',
   open_source_documents_software: 'software de documentos de código aberto',
   verified_phone_number: 'Verificar Número de Telefone',
   use_international_format: 'Use formato internacional: +1xxx',
@@ -833,10 +868,14 @@ const pt = {
   pay_with_strip: 'Pagar com Stripe',
   reupload: 'Reenviar',
   upload: 'Carregar',
-  files: 'Arquivos'
+  files: 'Arquivos',
+  signature_is_too_small_please_redraw: 'A assinatura é muito pequena. Por favor, redesenhe-a.'
 }
 
 const he = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'מלא את כל השדות הנדרשים כדי להמשיך עם אימות זהות.',
+  verify_id: 'אמת מזהה',
+  identity_verification: 'אימות זהות',
   complete: 'השלם',
   fill_all_required_fields_to_complete: 'נא למלא את כל השדות הנדרשים להשלמה',
   sign_and_complete: 'חתום והשלם',
@@ -905,7 +944,7 @@ const he = {
   documents_have_been_signed: 'המסמכים נחתמו!',
   create_a_free_account: 'צור חשבון חינם',
   powered_by: 'מופעל על ידי',
-  please_check_the_box_to_continue: 'אנא סמן את התיבה כדי להמשיך',
+  please_check_the_box_to_continue: 'אנא סמן את התיבה כדי להמשיך.',
   open_source_documents_software: 'תוכנה פתוחה למסמכים',
   verified_phone_number: 'אימות מספר טלפון',
   use_international_format: 'השתמש בפורמט בינלאומי: +1xxx',
@@ -927,12 +966,16 @@ const he = {
   pay_with_strip: 'שלם עם סטרייפ',
   reupload: 'העלה שוב',
   upload: 'העלאה',
-  files: 'קבצים'
+  files: 'קבצים',
+  signature_is_too_small_please_redraw: 'החתימה קטנה מדי. אנא צייר מחדש.'
 }
 
 const nl = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'Vul alle verplichte velden in om door te gaan met de identiteitsverificatie.',
+  verify_id: 'Verifiëren ID',
+  identity_verification: 'Identiteitsverificatie',
   complete: 'Voltooien',
-  vul_alle_verplichte_velden_in_om_te_voltooien: 'Vul alle verplichte velden in om te voltooien',
+  fill_all_required_fields_to_complete: 'Vul alle verplichte velden in om te voltooien',
   sign_and_complete: 'Ondertekenen en voltooien',
   invite: 'Uitnodigen',
   email: 'E-mail',
@@ -999,7 +1042,7 @@ const nl = {
   documents_have_been_signed: 'De documenten zijn ondertekend!',
   create_a_free_account: 'Maak een gratis account aan',
   powered_by: 'Aangedreven door',
-  please_check_the_box_to_continue: 'Vink het vakje aan om door te gaan',
+  please_check_the_box_to_continue: 'Vink het vakje aan om door te gaan.',
   open_source_documents_software: 'Open source documenten software',
   verified_phone_number: 'Geverifieerd telefoonnummer',
   use_international_format: 'Gebruik internationaal formaat: +1xxx',
@@ -1021,10 +1064,14 @@ const nl = {
   pay_with_strip: 'Betalen met Stripe',
   reupload: 'Opnieuw uploaden',
   upload: 'Uploaden',
-  files: 'Bestanden'
+  files: 'Bestanden',
+  signature_is_too_small_please_redraw: 'De handtekening is te klein. Teken deze opnieuw, alstublieft.'
 }
 
 const ar = {
+  complete_all_required_fields_to_proceed_with_identity_verification: 'أكمل جميع الحقول المطلوبة للمتابعة في التحقق من الهوية.',
+  verify_id: 'تحقق من الهوية',
+  identity_verification: 'التحقق من الهوية',
   complete: 'اكتمال',
   fill_all_required_fields_to_complete: 'يرجى ملء جميع الحقول المطلوبة لإكمال',
   sign_and_complete: 'التوقيع والاكتمال',
@@ -1092,7 +1139,7 @@ const ar = {
   documents_have_been_signed: 'تم توقيع الوثائق!',
   create_a_free_account: 'إنشاء حساب مجاني',
   powered_by: 'مدعوم من',
-  please_check_the_box_to_continue: 'الرجاء التحقق من الخانة للمتابعة',
+  please_check_the_box_to_continue: 'الرجاء التحقق من الخانة للمتابعة.',
   open_source_documents_software: 'برنامج وثائق مفتوح المصدر',
   verified_phone_number: 'تحقق من رقم الهاتف',
   use_international_format: 'استخدم الشكل الدولي: +1xxx',
@@ -1114,10 +1161,14 @@ const ar = {
   pay_with_strip: 'الدفع بواسطة Stripe',
   reupload: 'إعادة التحميل',
   upload: 'تحميل',
-  files: 'الملفات'
+  files: 'الملفات',
+  signature_is_too_small_please_redraw: 'التوقيع صغير جدًا. يرجى إعادة الرسم.'
 }
 
 const ko = {
+  complete_all_required_fields_to_proceed_with_identity_verification: '신원 확인을 진행하려면 모든 필수 필드를 작성하십시오.',
+  verify_id: '아이디 확인',
+  identity_verification: '신원 확인',
   complete: '완료',
   fill_all_required_fields_to_complete: '모든 필수 필드를 작성하여 완료하세요',
   sign_and_complete: '서명하고 완료하기',
@@ -1184,7 +1235,7 @@ const ko = {
   documents_have_been_signed: '문서가 서명되었습니다!',
   create_a_free_account: '무료 계정 생성',
   powered_by: '구동',
-  please_check_the_box_to_continue: '계속하려면 확인란을 선택하십시오',
+  please_check_the_box_to_continue: '계속하려면 확인란을 선택하십시오.',
   open_source_documents_software: '오픈 소스 문서 소프트웨어',
   verified_phone_number: '전화번호 확인됨',
   use_international_format: '국제 포맷 사용: +1xxx',
@@ -1206,7 +1257,8 @@ const ko = {
   pay_with_strip: '스트라이프로 결제',
   reupload: '다시 업로드',
   upload: '업로드',
-  files: '파일'
+  files: '파일',
+  signature_is_too_small_please_redraw: '서명이 너무 작습니다. 다시 그려주세요.'
 }
 
 const i18n = { en, es, it, de, fr, pl, uk, cs, pt, he, nl, ar, ko }

app/javascript/submission_form/payment_step.vue

@@ -1,7 +1,6 @@
 <template>
   <label
     v-if="!modelValue && !sessionId"
-    :for="field.uuid"
     class="label text-2xl mb-2"
   >
     <MarkdownContent

app/javascript/submission_form/phone_step.vue

@@ -65,11 +65,15 @@
         v-show="!isCodeSent"
         class="flex w-full rounded-full outline-neutral-content outline-2 outline-offset-2 focus-within:outline"
       >
-        <div class="relative inline-block">
+        <div
+          id="country_code"
+          class="relative inline-block"
+        >
           <div class="btn bg-base-200 border border-neutral-300 text-2xl whitespace-nowrap font-normal rounded-l-full">
             {{ selectedCountry.flag }} +{{ selectedCountry.dial }}
           </div>
           <select
+            id="country_code_select"
             class="absolute top-0 bottom-0 right-0 left-0 opacity-0 w-full h-full cursor-pointer"
             :disabled="!!defaultValue"
             @change="onCountrySelect(countries.find((country) => country.flag === $event.target.value))"
@@ -176,8 +180,8 @@ export default {
   },
   computed: {
     countries () {
-      return phoneData.map(([name, dial, flag, tz]) => {
+      return phoneData.map(([iso, name, dial, flag, tz]) => {
-        return { name, dial, flag, tz }
+        return { iso, name, dial, flag, tz }
       })
     },
     countriesDialIndex () {

app/javascript/submission_form/text_step.vue

@@ -114,7 +114,9 @@ export default {
         const area = this.field.areas?.[0]
 
         if (area) {
-          return parseInt(area.w / area.cell_w) + 1
+          const num = area.w / area.cell_w
+
+          return (num % 1) > 0.2 ? parseInt(num) + 1 : parseInt(num)
         } else {
           return null
         }

app/javascript/submission_form/verification_step.vue

@@ -0,0 +1,169 @@
+<template>
+  <label
+    class="label text-2xl mb-2"
+  >
+    <MarkdownContent
+      v-if="field.title"
+      :string="field.title"
+    />
+    <template v-else>{{ field.name || t('identity_verification') }}</template>
+  </label>
+  <div
+    v-if="field.description"
+    dir="auto"
+    class="mb-4 px-1"
+  >
+    <MarkdownContent :string="field.description" />
+  </div>
+  <div
+    v-if="emptyValueRequiredStep && emptyValueRequiredStep[0] !== field"
+    class="px-1"
+  >
+    {{ t('complete_all_required_fields_to_proceed_with_identity_verification') }}
+  </div>
+  <div v-else>
+    <div
+      v-if="isLoading"
+      class="w-full flex space-x-2 justify-center mb-2"
+    >
+      <IconInnerShadowTop
+        width="40"
+        class="animate-spin h-10"
+      />
+    </div>
+    <div
+      ref="widgetContainer"
+    />
+  </div>
+</template>
+
+<script>
+import MarkdownContent from './markdown_content'
+import { IconInnerShadowTop } from '@tabler/icons-vue'
+import phoneData from './phone_data'
+
+export default {
+  name: 'VerificationStep',
+  components: {
+    MarkdownContent,
+    IconInnerShadowTop
+  },
+  inject: ['baseUrl', 't'],
+  props: {
+    modelValue: {
+      type: String,
+      required: false,
+      default: ''
+    },
+    submitter: {
+      type: Object,
+      required: true
+    },
+    field: {
+      type: Object,
+      required: true
+    },
+    emptyValueRequiredStep: {
+      type: Object,
+      required: false,
+      default: null
+    },
+    values: {
+      type: Object,
+      required: true
+    },
+    locale: {
+      type: String,
+      required: false,
+      default: 'en'
+    },
+    submitterSlug: {
+      type: String,
+      required: true
+    }
+  },
+  emits: ['focus', 'submit', 'update:model-value', 'attached'],
+  data () {
+    return {
+      isCreatingCheckout: false,
+      isMathLoaded: false,
+      isLoading: false,
+      eidEasyData: {}
+    }
+  },
+  computed: {
+    countryCode () {
+      const browserTimeZone = Intl.DateTimeFormat().resolvedOptions().timeZone
+      const browserTz = browserTimeZone.split('/')[1]
+      const country = phoneData.find(([a, b, c, e, tz]) => tz.includes(browserTz))
+
+      return country[0]
+    },
+    browserCountry () {
+      return (navigator.language || navigator.userLanguage || 'en').split('-')[1]
+    },
+    widgetSettings () {
+      return {
+        clientId: this.eidEasyData.client_id,
+        docId: this.eidEasyData.doc_id,
+        language: this.locale,
+        countryCode: this.countryCode,
+        enabledMethods: {
+          signature: this.eidEasyData.available_methods
+        },
+        selectedMethod: null,
+        enabledCountries: 'all',
+        onSuccess: (data) => {
+          this.$emit('submit')
+        },
+        onFail: (error) => {
+          console.error(error)
+        }
+      }
+    }
+  },
+  async mounted () {
+    this.isLoading = true
+
+    Promise.all([
+      import('@eid-easy/eideasy-widget'),
+      this.start()
+    ]).finally(() => {
+      this.isLoading = false
+    })
+  },
+  methods: {
+    start () {
+      return fetch(this.baseUrl + `/api/identity_verification/${this.field.uuid}`, {
+        method: 'PUT',
+        body: JSON.stringify({
+          submitter_slug: this.submitterSlug
+        }),
+        headers: { 'Content-Type': 'application/json' }
+      }).then(async (resp) => {
+        this.eidEasyData = await resp.json()
+
+        const eidEasyWidget = document.createElement('eideasy-widget')
+
+        for (const key in this.widgetSettings) {
+          eidEasyWidget[key] = this.widgetSettings[key]
+        }
+
+        this.$refs.widgetContainer.innerHTML = ''
+        this.$refs.widgetContainer.appendChild(eidEasyWidget)
+      })
+    },
+    async submit () {
+      return fetch(this.baseUrl + '/api/identity_verification', {
+        method: 'POST',
+        body: JSON.stringify({
+          submitter_slug: this.submitterSlug
+        }),
+        headers: { 'Content-Type': 'application/json' }
+      }).then(async (resp) => {
+        return resp
+      })
+    }
+  }
+}
+</script>

app/javascript/template_builder/area.vue

@@ -237,7 +237,7 @@
     />
     <span
       v-if="field?.type && editable"
-      class="h-4 w-4 md:h-2.5 md:w-2.5 -right-1 rounded-full -bottom-1 border-gray-400 bg-white shadow-md border absolute cursor-nwse-resize"
+      class="h-4 w-4 lg:h-2.5 lg:w-2.5 -right-1 rounded-full -bottom-1 border-gray-400 bg-white shadow-md border absolute cursor-nwse-resize"
       @mousedown.stop="startResize"
       @touchstart="startTouchResize"
     />
@@ -257,7 +257,7 @@
       :to="modalContainerEl"
     >
       <ConditionsModal
-        :field="field"
+        :item="field"
         :build-default-name="buildDefaultName"
         @close="isShowConditionsModal = false"
       />

app/javascript/template_builder/builder.vue

@@ -1,10 +1,11 @@
 <template>
   <div
     style="max-width: 1600px"
-    class="mx-auto pl-3 md:pl-4 h-full"
+    class="mx-auto pl-3 h-full"
+    :class="isMobile ? 'pl-4' : 'md:pl-4'"
   >
     <div
-      v-if="pendingFieldAttachmentUuids.length"
+      v-if="pendingFieldAttachmentUuids.length && editable"
       class="top-1.5 sticky h-0 z-20 max-w-2xl mx-auto"
     >
       <div class="alert border-base-content/30 py-2 px-2.5">
@@ -163,7 +164,7 @@
     <div
       id="main_container"
       class="flex"
-      :class="$slots.buttons || withTitle ? 'md:max-h-[calc(100%_-_60px)]' : 'md:max-h-[100%]'"
+      :class="$slots.buttons || withTitle ? (isMobile ? 'max-h-[calc(100%_-_60px)]' : 'md:max-h-[calc(100%_-_60px)]') : (isMobile ? 'max-h-[100%]' : 'md:max-h-[100%]')"
     >
       <div
         v-if="withDocumentsList"
@@ -219,7 +220,8 @@
       </div>
       <div
         id="pages_container"
-        class="w-full overflow-y-hidden md:overflow-y-auto overflow-x-hidden mt-0.5 pt-0.5"
+        class="w-full overflow-y-hidden overflow-x-hidden mt-0.5 pt-0.5"
+        :class="isMobile ? 'overflow-y-auto' : 'md:overflow-y-auto'"
       >
         <div
           ref="documents"
@@ -320,7 +322,7 @@
         </div>
       </div>
       <div
-        v-if="withFieldsList"
+        v-if="withFieldsList && !isMobile"
         id="fields_list_container"
         class="relative w-80 flex-none mt-1 pr-4 pl-0.5 hidden md:block"
         :class="drawField ? 'overflow-hidden' : 'overflow-y-auto overflow-x-hidden'"
@@ -362,6 +364,7 @@
             :default-submitters="defaultSubmitters"
             :draw-field-type="drawFieldType"
             :default-fields="[...defaultRequiredFields, ...defaultFields]"
+            :template="template"
             :default-required-fields="defaultRequiredFields"
             :field-types="fieldTypes"
             :with-sticky-submitters="withStickySubmitters"
@@ -378,14 +381,14 @@
         </div>
       </div>
     </div>
-    <div class="sticky bottom-0">
+    <div class="sticky bottom-0 z-10">
       <MobileDrawField
-        v-if="drawField && isBreakpointLg"
+        v-if="drawField && (isBreakpointLg || isMobile)"
         :draw-field="drawField"
         :fields="template.fields"
         :submitters="template.submitters"
         :selected-submitter="selectedSubmitter"
-        class="md:hidden"
+        :class="{ 'md:hidden': !isMobile }"
         :editable="editable"
         @cancel="[drawField = null, drawOption = null]"
         @change-submitter="[selectedSubmitter = $event, drawField.submitter_uuid = $event.uuid]"
@@ -396,6 +399,7 @@
         :default-fields="[...defaultRequiredFields, ...defaultFields]"
         :default-required-fields="defaultRequiredFields"
         :field-types="fieldTypes"
+        :class="{ 'md:hidden': !isMobile }"
         :selected-submitter="selectedSubmitter"
         @select="startFieldDraw($event)"
       />
@@ -455,6 +459,7 @@ export default {
       fieldTypes: this.fieldTypes,
       backgroundColor: this.backgroundColor,
       withPhone: this.withPhone,
+      withVerification: this.withVerification,
       withPayment: this.withPayment,
       isPaymentConnected: this.isPaymentConnected,
       withFormula: this.withFormula,
@@ -635,6 +640,11 @@ export default {
       required: false,
       default: false
     },
+    withVerification: {
+      type: Boolean,
+      required: false,
+      default: null
+    },
     withPayment: {
       type: Boolean,
       required: false,
@@ -689,6 +699,9 @@ export default {
     language () {
       return this.locale.split('-')[0].toLowerCase()
     },
+    isMobile () {
+      return /android|iphone|ipad/i.test(navigator.userAgent)
+    },
     defaultDateFormat () {
       const isUsBrowser = Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US')
       const isUsTimezone = new Intl.DateTimeFormat('en-US', { timeZoneName: 'short' }).format(new Date()).match(/\s(?:CST|CDT|PST|PDT|EST|EDT)$/)
@@ -1017,6 +1030,22 @@ export default {
 
       if (!field.areas.length) {
         this.template.fields.splice(this.template.fields.indexOf(field), 1)
+
+        this.template.fields.forEach((f) => {
+          (f.conditions || []).forEach((c) => {
+            if (c.field_uuid === field.uuid) {
+              f.conditions.splice(f.conditions.indexOf(c), 1)
+            }
+          })
+        })
+
+        this.template.schema.forEach((item) => {
+          (item.conditions || []).forEach((c) => {
+            if (c.field_uuid === field.uuid) {
+              item.conditions.splice(item.conditions.indexOf(c), 1)
+            }
+          })
+        })
       }
 
       this.save()
@@ -1075,7 +1104,7 @@ export default {
       } else if (type === 'image') {
         area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
         area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight)
-      } else if (type === 'signature' || type === 'stamp') {
+      } else if (type === 'signature' || type === 'stamp' || type === 'verification') {
         area.w = pageMask.clientWidth / 5 / pageMask.clientWidth
         area.h = (pageMask.clientWidth / 5 / pageMask.clientWidth) * (pageMask.clientWidth / pageMask.clientHeight) / 2
       } else if (type === 'initials') {
@@ -1239,7 +1268,7 @@ export default {
             w: area.maskW / 5 / area.maskW,
             h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH)
           }
-        } else if (field.type === 'signature' || field.type === 'stamp') {
+        } else if (field.type === 'signature' || field.type === 'stamp' || field.type === 'verification') {
           baseArea = {
             w: area.maskW / 5 / area.maskW,
             h: (area.maskW / 5 / area.maskW) * (area.maskW / area.maskH) / 2
@@ -1342,7 +1371,9 @@ export default {
       }
 
       this.$nextTick(() => {
-        this.$refs.previews.scrollTop = this.$refs.previews.scrollHeight
+        if (this.$refs.previews) {
+          this.$refs.previews.scrollTop = this.$refs.previews.scrollHeight
+        }
 
         this.scrollIntoDocument(data.schema[0])
       })

app/javascript/template_builder/conditions_modal.vue

@@ -9,7 +9,7 @@
     <div class="modal-box pt-4 pb-6 px-6 mt-20 max-h-none w-full max-w-xl">
       <div class="flex justify-between items-center border-b pb-2 mb-2 font-medium">
         <span>
-          {{ t('condition') }} - {{ field.name || buildDefaultName(field, template.fields) }}
+          {{ t('condition') }} - {{ item.name || buildDefaultName(item, template.fields) }}
         </span>
         <a
           href="#"
@@ -29,15 +29,26 @@
           >{{ t('available_in_pro') }}</a>
         </div>
         <form @submit.prevent="validateSaveAndClose">
-          <div class="my-4 space-y-5">
+          <div class="my-4">
             <div
               v-for="(condition, cindex) in conditions"
               :key="cindex"
               class="space-y-4 relative"
             >
+              <div
+                v-if="cindex > 0"
+                class="divider -mb-2 mx-1"
+              >
+                <button
+                  class="btn btn-xs btn-primary w-24"
+                  @click.prevent="condition.operation === 'or' ? delete condition.operation : condition.operation = 'or'"
+                >
+                  {{ condition.operation === 'or' ? t('or') : t('and') }}
+                </button>
+              </div>
               <div
                 v-if="conditions.length > 1"
-                class="flex justify-between border-b mx-1 -mb-1 pb-1"
+                class="flex justify-between mx-1"
               >
                 <span class="text-sm">
                   {{ t('condition') }} {{ cindex + 1 }}
@@ -127,12 +138,12 @@
           </button>
         </form>
         <div
-          v-if="field.conditions?.[0]?.field_uuid"
+          v-if="item.conditions?.[0]?.field_uuid"
           class="text-center w-full mt-4"
         >
           <button
             class="link"
-            @click="[conditions = [], delete field.conditions, validateSaveAndClose()]"
+            @click="[conditions = [], delete item.conditions, validateSaveAndClose()]"
           >
             {{ t('remove_condition') }}
           </button>
@@ -147,7 +158,7 @@ export default {
   name: 'ConditionModal',
   inject: ['t', 'save', 'template', 'withConditions'],
   props: {
-    field: {
+    item: {
       type: Object,
       required: true
     },
@@ -159,22 +170,26 @@ export default {
   emits: ['close'],
   data () {
     return {
-      conditions: this.field.conditions?.[0] ? JSON.parse(JSON.stringify(this.field.conditions)) : [{}]
+      conditions: this.item.conditions?.[0] ? JSON.parse(JSON.stringify(this.item.conditions)) : [{}]
     }
   },
   computed: {
     fields () {
-      return this.template.fields.reduce((acc, f) => {
+      if (this.item.submitter_uuid) {
-        if (f !== this.field && f.submitter_uuid === this.field.submitter_uuid) {
+        return this.template.fields.reduce((acc, f) => {
-          acc.push(f)
+          if (f !== this.item && f.submitter_uuid === this.item.submitter_uuid) {
-        }
+            acc.push(f)
+          }
 
-        return acc
+          return acc
-      }, [])
+        }, [])
+      } else {
+        return this.template.fields
+      }
     }
   },
   created () {
-    this.field.conditions ||= []
+    this.item.conditions ||= []
   },
   methods: {
     conditionField (condition) {
@@ -208,9 +223,9 @@ export default {
       }
 
       if (this.conditions.find((f) => f.field_uuid)) {
-        this.field.conditions = this.conditions
+        this.item.conditions = this.conditions
       } else {
-        delete this.field.conditions
+        delete this.item.conditions
       }
 
       this.save()

app/javascript/template_builder/field.vue

@@ -236,7 +236,7 @@
       :to="modalContainerEl"
     >
       <ConditionsModal
-        :field="field"
+        :item="field"
         :build-default-name="buildDefaultName"
         @close="isShowConditionsModal = false"
       />
@@ -365,7 +365,7 @@ export default {
       } else {
         const typeIndex = fields.filter((f) => f.type === field.type).indexOf(field)
 
-        if (this.field.type === 'heading') {
+        if (field.type === 'heading') {
           return `${this.fieldNames[field.type]} ${typeIndex + 1}`
         } else {
           return `${this.fieldLabels[field.type]} ${typeIndex + 1}`

app/javascript/template_builder/field_type.vue

@@ -30,7 +30,7 @@
         v-for="(icon, type) in fieldIconsSorted"
         :key="type"
       >
-        <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment')">
+        <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')">
           <a
             href="#"
             class="text-sm py-1 px-2"
@@ -51,11 +51,11 @@
 </template>
 
 <script>
-import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading } from '@tabler/icons-vue'
+import { IconTextSize, IconWritingSign, IconCalendarEvent, IconPhoto, IconCheckbox, IconPaperclip, IconSelect, IconCircleDot, IconChecks, IconColumns3, IconPhoneCheck, IconLetterCaseUpper, IconCreditCard, IconRubberStamp, IconSquareNumber1, IconHeading, IconId } from '@tabler/icons-vue'
 
 export default {
   name: 'FiledTypeDropdown',
-  inject: ['withPhone', 'withPayment', 't', 'fieldTypes'],
+  inject: ['withPhone', 'withPayment', 'withVerification', 't', 'fieldTypes'],
   props: {
     modelValue: {
       type: String,
@@ -111,7 +111,8 @@ export default {
         cells: this.t('cells'),
         stamp: this.t('stamp'),
         payment: this.t('payment'),
-        phone: this.t('phone')
+        phone: this.t('phone'),
+        verification: this.t('verify_id')
       }
     },
     fieldLabels () {
@@ -130,7 +131,8 @@ export default {
         cells: this.t('cells_field'),
         stamp: this.t('stamp_field'),
         payment: this.t('payment_field'),
-        phone: this.t('phone_field')
+        phone: this.t('phone_field'),
+        verification: this.t('verify_id')
       }
     },
     fieldIcons () {
@@ -150,7 +152,8 @@ export default {
         cells: IconColumns3,
         stamp: IconRubberStamp,
         payment: IconCreditCard,
-        phone: IconPhoneCheck
+        phone: IconPhoneCheck,
+        verification: IconId
       }
     },
     fieldIconsSorted () {

app/javascript/template_builder/fields.vue

@@ -111,14 +111,14 @@
       :key="type"
     >
       <button
-        v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment')"
+        v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')"
         draggable="true"
         class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative"
         :style="{ backgroundColor }"
         :class="drawFieldType === type ? 'border-base-content/40' : 'border-base-300 hover:border-base-content/20'"
         @dragstart="onDragstart({ type: type })"
         @dragend="$emit('drag-end')"
-        @click="['file', 'payment'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
+        @click="['file', 'payment', 'verification'].includes(type) ? $emit('add-field', type) : $emit('set-draw-type', type)"
       >
         <div
           class="flex items-console transition-all cursor-grab h-full absolute left-0"
@@ -160,6 +160,32 @@
           </div>
         </a>
       </div>
+      <div
+        v-else-if="withVerification === false && type == 'verification' && (fieldTypes.length === 0 || fieldTypes.includes(type))"
+        class="tooltip tooltip-bottom flex tooltip-bottom-start"
+        :data-tip="t('obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more')"
+      >
+        <a
+          href="https://www.docuseal.com/contact"
+          target="_blank"
+          class="opacity-50 flex items-center justify-center border border-dashed border-base-300 w-full rounded relative"
+          :style="{ backgroundColor }"
+        >
+          <div class="w-0 absolute left-0">
+            <IconLock
+              width="18"
+              height="18"
+              stroke-width="1.5"
+            />
+          </div>
+          <div class="flex items-center flex-col px-2 py-2">
+            <component :is="icon" />
+            <span class="text-xs mt-1">
+              {{ fieldNames[type] }}
+            </span>
+          </div>
+        </a>
+      </div>
     </template>
   </div>
   <div
@@ -197,12 +223,16 @@ export default {
     IconDrag,
     IconLock
   },
-  inject: ['save', 'backgroundColor', 'withPhone', 'withPayment', 't', 'fieldsDragFieldRef'],
+  inject: ['save', 'backgroundColor', 'withPhone', 'withVerification', 'withPayment', 't', 'fieldsDragFieldRef'],
   props: {
     fields: {
       type: Array,
       required: true
     },
+    template: {
+      type: Object,
+      required: true
+    },
     withHelp: {
       type: Boolean,
       required: false,
@@ -354,6 +384,14 @@ export default {
         })
       })
 
+      this.template.schema.forEach((item) => {
+        (item.conditions || []).forEach((c) => {
+          if (c.field_uuid === field.uuid) {
+            item.conditions.splice(item.conditions.indexOf(c), 1)
+          }
+        })
+      })
+
       this.save()
     }
   }

app/javascript/template_builder/i18n.js

@@ -1,4 +1,6 @@
 const en = {
+  verify_id: 'Verify ID',
+  obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more: 'Obtain qualified electronic signature (QeS) with the trusted provider. Click to learn more.',
   editable: 'Editable',
   recurrent: 'Recurrent',
   one_off: 'One-off',
@@ -126,7 +128,6 @@ const en = {
   unlock_sms_verified_phone_number_field_with_paid_plan_use_text_field_for_phone_numbers_without_verification: 'Unlock SMS-verified phone number field with paid plan. Use text field for phone numbers without verification.',
   available_only_in_pro: 'Available only in Pro',
   failed_to_download_files: 'Failed to download files',
-  signature_is_too_small_please_redraw: 'Signature is too small - please redraw.',
   please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed: 'Please add fields for the {submitter_name}. Or, remove the {submitter_name} if not needed.',
   draw_field: 'Draw {field} Field',
   replace: 'Replace',
@@ -149,10 +150,14 @@ const en = {
   preferences: 'Preferences',
   available_in_pro: 'Available in Pro',
   some_fields_are_missing_in_the_formula: 'Some fields are missing in the formula.',
-  learn_more: 'Learn more'
+  learn_more: 'Learn more',
+  and: 'and',
+  or: 'or'
 }
 
 const es = {
+  verify_id: 'Verificar ID',
+  obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more: 'Obtenga una firma electrónica cualificada (QeS) con el proveedor de confianza. Haga clic para obtener más información.',
   recurrent: 'Recurrente',
   one_off: 'Único',
   editable: 'Editable',
@@ -277,7 +282,6 @@ const es = {
   unlock_sms_verified_phone_number_field_with_paid_plan_use_text_field_for_phone_numbers_without_verification: 'Desbloquea el campo de número de teléfono verificado por SMS con un plan pago. Usa el campo de texto para números de teléfono sin verificación.',
   available_only_in_pro: 'Disponible solo en Pro',
   failed_to_download_files: 'Error al descargar los archivos',
-  signature_is_too_small_please_redraw: 'La firma es demasiado pequeña. Por favor, dibújala de nuevo.',
   please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed: 'Por favor, añade campos para {submitter_name} o elimina {submitter_name} si no es necesario.',
   draw_field: 'Dibujar campo {field}',
   replace: 'Reemplazar',
@@ -303,10 +307,14 @@ const es = {
   preferences: 'Preferencias',
   available_in_pro: 'Disponible en Pro',
   some_fields_are_missing_in_the_formula: 'Faltan algunos campos en la fórmula.',
-  learn_more: 'Aprende más'
+  learn_more: 'Aprende más',
+  and: 'y',
+  or: 'o'
 }
 
 const it = {
+  verify_id: 'Verifica ID',
+  obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more: 'Ottieni una firma elettronica qualificata (QeS) con il fornitore di fiducia. Clicca per saperne di più.',
   ricorrente: 'Ricorrente',
   una_volta: 'Una volta',
   editable: 'Modificabile',
@@ -434,7 +442,6 @@ const it = {
   unlock_sms_verified_phone_number_field_with_paid_plan_use_text_field_for_phone_numbers_without_verification: 'Sblocca il campo numero di telefono verificato tramite SMS con un piano a pagamento. Usa il campo di testo per numeri di telefono senza verifica.',
   available_only_in_pro: 'Disponibile solo in Pro',
   failed_to_download_files: 'Impossibile scaricare i file',
-  signature_is_too_small_please_redraw: 'La firma è troppo piccola. Ridisegnala per favore.',
   please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed: 'Aggiungi campi per {submitter_name} o rimuovi {submitter_name} se non necessario.',
   draw_field: 'Disegna il campo {field}',
   replace: 'Sostituisci',
@@ -457,10 +464,14 @@ const it = {
   preferences: 'Preferenze',
   available_in_pro: 'Disponibile in Pro',
   some_fields_are_missing_in_the_formula: 'Alcuni campi mancano nella formula.',
-  learn_more: 'Scopri di più'
+  learn_more: 'Scopri di più',
+  and: 'e',
+  or: 'o'
 }
 
 const pt = {
+  verify_id: 'Verificar ID',
+  obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more: 'Obtenha a assinatura eletrônica qualificada (QeS) com o provedor confiável. Clique para saber mais.',
   recurrent: 'Recurrente',
   one_off: 'Único',
   editable: 'Editável',
@@ -585,7 +596,6 @@ const pt = {
   unlock_sms_verified_phone_number_field_with_paid_plan_use_text_field_for_phone_numbers_without_verification: 'Desbloqueie o campo de número de telefone verificado por SMS com um plano pago. Use o campo de texto para números de telefone sem verificação.',
   available_only_in_pro: 'Disponível apenas no Pro',
   failed_to_download_files: 'Falha ao baixar arquivos',
-  signature_is_too_small_please_redraw: 'A assinatura é muito pequena. Por favor, redesenhe.',
   please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed: 'Adicione campos para {submitter_name} ou remova {submitter_name} se não for necessário.',
   draw_field: 'Desenhar campo {field}',
   replace: 'Substituir',
@@ -611,10 +621,14 @@ const pt = {
   preferences: 'Preferências',
   available_in_pro: 'Disponível no Pro',
   some_fields_are_missing_in_the_formula: 'Faltam alguns campos na fórmula.',
-  learn_more: 'Saiba mais'
+  learn_more: 'Saiba mais',
+  and: 'e',
+  or: 'ou'
 }
 
 const fr = {
+  verify_id: "Vérifier l'ID",
+  obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more: 'Obtenez une signature électronique qualifiée (QeS) avec le fournisseur de confiance. Cliquez pour en savoir plus.',
   recurrent: 'Récurrent',
   one_off: 'Ponctuel',
   editable: 'Éditable',
@@ -739,7 +753,6 @@ const fr = {
   unlock_sms_verified_phone_number_field_with_paid_plan_use_text_field_for_phone_numbers_without_verification: 'Débloquez le champ de numéro de téléphone vérifié par SMS avec un plan payant. Utilisez un champ texte pour les numéros de téléphone sans vérification.',
   available_only_in_pro: 'Disponible uniquement en Pro',
   failed_to_download_files: 'Échec du téléchargement des fichiers',
-  signature_is_too_small_please_redraw: 'La signature est trop petite. Veuillez la redessiner.',
   please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed: 'Veuillez ajouter des champs pour {submitter_name} ou retirer {submitter_name} si ce n\'est pas nécessaire.',
   draw_field: 'Dessiner le champ {field}',
   replace: 'Remplacer',
@@ -765,10 +778,14 @@ const fr = {
   preferences: 'Préférences',
   available_in_pro: 'Disponible en version Pro',
   some_fields_are_missing_in_the_formula: 'Certains champs manquent dans la formule.',
-  learn_more: 'En savoir plus'
+  learn_more: 'En savoir plus',
+  and: 'et',
+  or: 'ou'
 }
 
 const de = {
+  verify_id: 'ID überprüfen',
+  obtain_qualified_electronic_signature_with_the_trusted_provider_click_to_learn_more: 'Erhalten Sie eine qualifizierte elektronische Signatur (QeS) beim vertrauenswürdigen Anbieter. Klicken Sie hier, um mehr zu erfahren.',
   wiederkehrend: 'Wiederkehrend',
   einmalig: 'Einmalig',
   editable: 'Bearbeitbar',
@@ -893,7 +910,6 @@ const de = {
   unlock_sms_verified_phone_number_field_with_paid_plan_use_text_field_for_phone_numbers_without_verification: 'Schalte das SMS-verifizierte Telefonnummernfeld mit einem kostenpflichtigen Plan frei. Verwende das Textfeld für Telefonnummern ohne Verifizierung.',
   available_only_in_pro: 'Nur in Pro verfügbar',
   failed_to_download_files: 'Fehler beim Herunterladen der Dateien',
-  signature_is_too_small_please_redraw: 'Die Unterschrift ist zu klein. Bitte erneut zeichnen.',
   please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed: 'Bitte füge Felder für {submitter_name} hinzu oder entferne {submitter_name}, falls nicht erforderlich.',
   draw_field: 'Feld {field} zeichnen',
   replace: 'Ersetzen',
@@ -919,7 +935,9 @@ const de = {
   preferences: 'Einstellungen',
   available_in_pro: 'In Pro verfügbar',
   some_fields_are_missing_in_the_formula: 'Einige Felder fehlen in der Formel.',
-  learn_more: 'Erfahren Sie mehr'
+  learn_more: 'Erfahren Sie mehr',
+  and: 'und',
+  or: 'oder'
 }
 
 export { en, es, it, pt, fr, de }

app/javascript/template_builder/import_list.vue

@@ -279,7 +279,11 @@ export default {
 
         this.mappings.forEach((mapping) => {
           if (mapping.field_name && mapping.column_index != null) {
-            submittersIndex[mapping.submitter_uuid] ||= { uuid: mapping.submitter_uuid, fields: [] }
+            submittersIndex[mapping.submitter_uuid] ||= {
+              uuid: mapping.submitter_uuid,
+              role: this.submitters.find((s) => s.uuid === mapping.submitter_uuid).name,
+              fields: []
+            }
 
             if (['name', 'email', 'phone', 'external_id'].includes(mapping.field_name.toLowerCase())) {
               submittersIndex[mapping.submitter_uuid][mapping.field_name.toLowerCase()] = row[mapping.column_index]
@@ -296,7 +300,7 @@ export default {
         })
 
         if (Object.keys(submittersIndex).length !== 0) {
-          submissions.push({ submitters: Object.values(submittersIndex) })
+          submissions.push({ submitters: this.submitters.map((s) => submittersIndex[s.uuid]).filter(Boolean) })
         }
       })
 

app/javascript/template_builder/mobile_draw_field.vue

@@ -1,6 +1,6 @@
 <template>
   <div class="absolute text-center w-full bottom-0 pr-3 mb-4">
-    <span class="w-full bg-base-200 px-4 py-2 rounded-md inline-flex space-x-2 mx-auto items-center justify-between mb-2 z-20 md:hidden">
+    <span class="w-full bg-base-200 px-4 py-2 rounded-md inline-flex space-x-2 mx-auto items-center justify-between mb-2 z-20">
       <div class="flex items-center space-x-2">
         <component
           :is="fieldIcons[drawField.type]"

app/javascript/template_builder/mobile_fields.vue

@@ -1,6 +1,6 @@
 <template>
   <span
-    class="dropdown dropdown-top dropdown-end absolute bottom-4 right-4 z-10 md:hidden"
+    class="dropdown dropdown-top dropdown-end absolute bottom-4 right-4 z-10"
   >
     <label
       class="btn btn-neutral text-white btn-circle btn-lg group"
@@ -12,9 +12,10 @@
         height="28"
       />
       <IconX
-        class="hidden group-focus:inline"
+        class="hidden group-focus:inline p-3"
-        width="28"
+        width="64"
-        height="28"
+        height="50"
+        @click="closeDropdown"
       />
     </label>
     <ul
@@ -55,7 +56,7 @@
           v-for="(icon, type) in fieldIconsSorted"
           :key="type"
         >
-          <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment')">
+          <li v-if="(fieldTypes.length === 0 || fieldTypes.includes(type)) && (withPhone || type != 'phone') && (withPayment || type != 'payment') && (withVerification || type != 'verification')">
             <a
               href="#"
               class="text-sm py-1 px-2"
@@ -85,7 +86,7 @@ export default {
     IconPlus,
     IconX
   },
-  inject: ['withPhone', 'withPayment', 'backgroundColor', 't'],
+  inject: ['withPhone', 'withPayment', 'withVerification', 'backgroundColor', 't'],
   props: {
     modelValue: {
       type: String,

app/javascript/template_builder/preview.vue

@@ -9,14 +9,30 @@
         loading="lazy"
       >
       <div
-        class="group flex justify-end cursor-pointer top-0 bottom-0 left-0 right-0 absolute p-1"
+        class="group flex justify-end cursor-pointer top-0 bottom-0 left-0 right-0 absolute p-1 hover:bg-black/10 transition-colors"
         @click="$emit('scroll-to', item)"
       >
         <div
           v-if="editable"
           class="flex justify-between w-full"
         >
-          <div style="width: 26px" />
+          <div
+            style="width: 26px"
+            class="flex flex-col justify-between group-hover:opacity-100"
+            :class="{'opacity-0': !item.conditions?.length }"
+          >
+            <div>
+              <button
+                class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors p-0"
+                @click.stop="isShowConditionsModal = true"
+              >
+                <IconRouteAltLeft
+                  :width="14"
+                  :stroke-width="1.6"
+                />
+              </button>
+            </div>
+          </div>
           <div class="">
             <ReplaceButton
               v-if="withReplaceButton"
@@ -73,19 +89,36 @@
       />
     </div>
   </div>
+  <Teleport
+    v-if="isShowConditionsModal"
+    :to="modalContainerEl"
+  >
+    <ConditionsModal
+      :item="item"
+      :build-default-name="buildDefaultName"
+      @close="isShowConditionsModal = false"
+    />
+  </Teleport>
 </template>
 
 <script>
 import Contenteditable from './contenteditable'
 import Upload from './upload'
+import { IconRouteAltLeft } from '@tabler/icons-vue'
+import ConditionsModal from './conditions_modal'
 import ReplaceButton from './replace'
+import Field from './field'
+import FieldType from './field_type'
 
 export default {
   name: 'DocumentPreview',
   components: {
     Contenteditable,
+    IconRouteAltLeft,
+    ConditionsModal,
     ReplaceButton
   },
+  inject: ['t'],
   props: {
     item: {
       type: Object,
@@ -121,13 +154,24 @@ export default {
     }
   },
   emits: ['scroll-to', 'change', 'remove', 'up', 'down', 'replace'],
+  data () {
+    return {
+      isShowConditionsModal: false
+    }
+  },
   computed: {
+    fieldNames: FieldType.computed.fieldNames,
+    fieldLabels: FieldType.computed.fieldLabels,
     previewImage () {
       return [...this.document.preview_images].sort((a, b) => parseInt(a.filename) - parseInt(b.filename))[0]
+    },
+    modalContainerEl () {
+      return this.$el.getRootNode().querySelector('#docuseal_modal_container')
     }
   },
   methods: {
     upload: Upload.methods.upload,
+    buildDefaultName: Field.methods.buildDefaultName,
     onUpdateName (value) {
       this.item.name = value
 

app/jobs/process_submitter_completion_job.rb

@@ -10,10 +10,6 @@ class ProcessSubmitterCompletionJob
 
     is_all_completed = !submitter.submission.submitters.exists?(completed_at: nil)
 
-    if !is_all_completed && submitter.submission.submitters_order_preserved?
-      enqueue_next_submitter_request_notification(submitter)
-    end
-
     Submissions::EnsureResultGenerated.call(submitter)
 
     if is_all_completed && submitter.completed_at == submitter.submission.submitters.maximum(:completed_at)
@@ -28,6 +24,10 @@ class ProcessSubmitterCompletionJob
 
     create_completed_documents!(submitter)
 
+    if !is_all_completed && submitter.submission.submitters_order_preserved? && params['send_invitation_email'] != false
+      enqueue_next_submitter_request_notification(submitter)
+    end
+
     enqueue_completed_webhooks(submitter, is_all_completed:)
   end
 

app/mailers/application_mailer.rb

@@ -16,7 +16,7 @@ class ApplicationMailer < ActionMailer::Base
   after_action :set_message_uuid
 
   def default_url_options
-    Docuseal.default_url_options
+    Docuseal.default_url_options.merge(host: ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host]))
   end
 
   def set_message_metadata

app/mailers/submitter_mailer.rb

@@ -106,8 +106,11 @@ class SubmitterMailer < ApplicationMailer
 
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
-    @documents = add_completed_email_attachments!(
+    add_completed_email_attachments!(
-      submitter, with_audit_log: @submitter.template.preferences['documents_copy_email_attach_audit'] != false &&
+      submitter,
+      with_documents: @submitter.template.preferences['documents_copy_email_attach_documents'] != false &&
+                                 (@email_config.nil? || @email_config.value['attach_documents'] != false),
+      with_audit_log: @submitter.template.preferences['documents_copy_email_attach_audit'] != false &&
                                  (@email_config.nil? || @email_config.value['attach_audit_log'] != false)
     )
 
@@ -152,6 +155,9 @@ class SubmitterMailer < ApplicationMailer
   def add_completed_email_attachments!(submitter, with_audit_log: true, with_documents: true)
     documents = with_documents ? Submitters.select_attachments_for_download(submitter) : []
 
+    filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id,
+                                                          key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value
+
     total_size = 0
     audit_trail_data = nil
 
@@ -161,9 +167,14 @@ class SubmitterMailer < ApplicationMailer
       total_size = audit_trail_data.size
     end
 
-    total_size = add_attachments_with_size_limit(documents, total_size)
+    total_size = add_attachments_with_size_limit(submitter, documents, total_size, filename_format)
 
-    attachments[submitter.submission.audit_trail.filename.to_s.tr('"', "'")] = audit_trail_data if audit_trail_data
+    if audit_trail_data
+      audit_trail_filename =
+        Submitters.build_document_filename(submitter, submitter.submission.audit_trail.blob, filename_format)
+
+      attachments[audit_trail_filename.tr('"', "'")] = audit_trail_data
+    end
 
     if with_documents
       file_fields = submitter.submission.template_fields.select { |e| e['type'].in?(%w[file payment]) }
@@ -172,7 +183,7 @@ class SubmitterMailer < ApplicationMailer
         storage_attachments =
           submitter.attachments.where(uuid: submitter.values.values_at(*file_fields.pluck('uuid')).flatten)
 
-        add_attachments_with_size_limit(storage_attachments, total_size)
+        add_attachments_with_size_limit(submitter, storage_attachments, total_size)
       end
     end
 
@@ -183,7 +194,7 @@ class SubmitterMailer < ApplicationMailer
     user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name
   end
 
-  def add_attachments_with_size_limit(storage_attachments, current_size)
+  def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)
     total_size = current_size
 
     storage_attachments.each do |attachment|
@@ -191,7 +202,8 @@ class SubmitterMailer < ApplicationMailer
 
       break if total_size >= MAX_ATTACHMENTS_SIZE
 
-      attachments[attachment.filename.to_s.tr('"', "'")] = attachment.download
+      filename = Submitters.build_document_filename(submitter, attachment.blob, filename_format)
+      attachments[filename.to_s.tr('"', "'")] = attachment.download
     end
 
     total_size

app/models/account_config.rb

@@ -43,6 +43,8 @@ class AccountConfig < ApplicationRecord
   REQUIRE_SIGNING_REASON_KEY = 'require_signing_reason'
   REUSE_SIGNATURE_KEY = 'reuse_signature'
   COMBINE_PDF_RESULT_KEY = 'combine_pdf_result_key'
+  DOCUMENT_FILENAME_FORMAT_KEY = 'document_filename_format'
+  POLICY_LINKS_KEY = 'policy_links'
 
   DEFAULT_VALUES = {
     SUBMITTER_INVITATION_EMAIL_KEY => lambda {

app/models/submission.rb

@@ -57,13 +57,18 @@ class Submission < ApplicationRecord
 
   has_many_attached :preview_documents
 
+  has_many :template_accesses, primary_key: :template_id, foreign_key: :template_id, dependent: nil, inverse_of: false
+
   has_many :template_schema_documents,
            ->(e) { where(uuid: (e.template_schema.presence || e.template.schema).pluck('attachment_uuid')) },
            through: :template, source: :documents_attachments
 
   scope :active, -> { where(archived_at: nil) }
-  scope :pending, -> { joins(:submitters).where(submitters: { completed_at: nil }).distinct }
+  scope :pending, -> { joins(:submitters).where(submitters: { completed_at: nil }).group(:id) }
-  scope :completed, -> { where.not(id: pending.select(:submission_id)) }
+  scope :completed, lambda {
+    where.not(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
+     .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
+  }
 
   enum :source, {
     invite: 'invite',

app/models/submission_event.rb

@@ -46,6 +46,8 @@ class SubmissionEvent < ApplicationRecord
     click_sms: 'click_sms',
     phone_verified: 'phone_verified',
     start_form: 'start_form',
+    start_verification: 'start_verification',
+    complete_verification: 'complete_verification',
     view_form: 'view_form',
     invite_party: 'invite_party',
     complete_form: 'complete_form',

app/models/submitter.rb

@@ -53,6 +53,8 @@ class Submitter < ApplicationRecord
 
   has_many_attached :documents
   has_many_attached :attachments
+  has_many_attached :preview_documents
+  has_many :template_accesses, through: :template
 
   has_many :document_generation_events, dependent: :destroy
   has_many :submission_events, dependent: :destroy

app/models/template.rb

@@ -62,6 +62,7 @@ class Template < ApplicationRecord
 
   has_many :submissions, dependent: :destroy
   has_many :template_sharings, dependent: :destroy
+  has_many :template_accesses, dependent: :destroy
 
   scope :active, -> { where(archived_at: nil) }
   scope :archived, -> { where.not(archived_at: nil) }

app/models/template_access.rb

@@ -0,0 +1,26 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: template_accesses
+#
+#  id          :bigint           not null, primary key
+#  created_at  :datetime         not null
+#  updated_at  :datetime         not null
+#  template_id :bigint           not null
+#  user_id     :bigint           not null
+#
+# Indexes
+#
+#  index_template_accesses_on_template_id_and_user_id  (template_id,user_id) UNIQUE
+#
+# Foreign Keys
+#
+#  fk_rails_...  (template_id => templates.id)
+#
+class TemplateAccess < ApplicationRecord
+  ADMIN_USER_ID = -1
+
+  belongs_to :template
+  belongs_to :user, optional: true
+end

app/views/esign_settings/show.html.erb

@@ -164,6 +164,20 @@
             </div>
           <% end %>
         <% end %>
+        <% account_config = AccountConfig.find_or_initialize_by(account: current_account, key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY) %>
+        <% if can?(:manage, account_config) %>
+          <%= form_for account_config, url: account_configs_path, method: :post do |f| %>
+            <%= f.hidden_field :key %>
+            <div class="py-2.5">
+              <span>
+                <%= t('document_download_filename_format') %>
+              </span>
+              <div class="mt-3">
+                <%= f.select :value, [["#{I18n.t('document_name')}.pdf", '{document.name}'], ["#{I18n.t('document_name')} - name@domain.com.pdf", '{document.name} - {submission.submitters}'], ["#{I18n.t('document_name')} - name@domain.com - #{I18n.l(Time.current.beginning_of_year.in_time_zone(current_account.timezone), format: :short)}.pdf", '{document.name} - {submission.submitters} - {submission.completed_at}']], {}, class: 'base-select', onchange: 'this.form.requestSubmit()' %>
+              </div>
+            </div>
+          <% end %>
+        <% end %>
       </div>
     <% end %>
   </div>

app/views/icons/_calendar_check.html.erb

@@ -0,0 +1,8 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M11.5 21h-5.5a2 2 0 0 1 -2 -2v-12a2 2 0 0 1 2 -2h12a2 2 0 0 1 2 2v6" />
+  <path d="M16 3v4" />
+  <path d="M8 3v4" />
+  <path d="M4 11h16" />
+  <path d="M15 19l2 2l4 -4" />
+</svg>

app/views/icons/_filter.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M4 4h16v2.172a2 2 0 0 1 -.586 1.414l-4.414 4.414v7l-6 2v-8.5l-4.48 -4.928a2 2 0 0 1 -.52 -1.345v-2.227z" />
+</svg>

app/views/icons/_x.html.erb

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" width="24" height="24" stroke-width="2">
+  <path d="M18 6l-12 12"></path>
+  <path d="M6 6l12 12"></path>
+</svg>

app/views/layouts/_head_tags.html.erb

@@ -1,4 +1,4 @@
 <title>
-  <%= content_for(:html_title) || 'DocuSeal | Open Source Document Signing' %>
+  <%= content_for(:html_title) || (signed_in? ? 'DocuSeal' : 'DocuSeal | Open Source Document Signing') %>
 </title>
 <%= render 'shared/meta' %>

app/views/personalization_settings/_documents_copy_email_form.html.erb

@@ -8,7 +8,7 @@
   <div class="collapse-content">
     <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
       <%= f.hidden_field :key %>
-      <%= f.fields_for :value, Struct.new(:subject, :body, :attach_audit_log).new(*f.object.value.values_at('subject', 'body', 'attach_audit_log')) do |ff| %>
+      <%= f.fields_for :value, Struct.new(:subject, :body, :attach_audit_log, :attach_documents).new(*f.object.value.values_at('subject', 'body', 'attach_audit_log', 'attach_documents')) do |ff| %>
         <div class="form-control">
           <%= ff.label :subject, t('subject'), class: 'label' %>
           <%= ff.text_field :subject, required: true, class: 'base-input', dir: 'auto' %>
@@ -24,7 +24,13 @@
             <%= ff.text_area :body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
           </autoresize-textarea>
         </div>
-        <div class="flex items-center justify-between py-2.5 mx-1">
+        <div class="flex items-center justify-between pt-2.5 mx-1">
+          <span>
+            <%= t('attach_documents') %>
+          </span>
+          <%= ff.check_box :attach_documents, { checked: ff.object.attach_documents != false, class: 'toggle' }, 'true', 'false' %>
+        </div>
+        <div class="flex items-center justify-between pb-2.5 mx-1">
           <span>
             <%= t('attach_audit_log_pdf') %>
           </span>

app/views/personalization_settings/_form_policy_links_form.html.erb

@@ -0,0 +1,23 @@
+<% unless Docuseal.multitenant? %>
+  <div class="collapse collapse-plus bg-base-200 mt-4">
+    <input type="checkbox">
+    <div class="collapse-title text-xl font-medium">
+      <div>
+        <%= t('policy_links') %>
+      </div>
+    </div>
+    <div class="collapse-content">
+      <%= form_for AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::POLICY_LINKS_KEY), url: settings_personalization_path, method: :post, html: { autocomplete: 'off', class: 'space-y-4' } do |f| %>
+        <%= f.hidden_field :key %>
+        <div class="form-control">
+          <autoresize-textarea>
+            <%= f.text_area :value, class: 'base-input w-full py-2 font-mono', placeholder: "#{t('markdown_content_e_g')}\n[#{t('privacy_policy')}](https://example.com/privacy)" %>
+          </autoresize-textarea>
+        </div>
+        <div class="form-control pt-2">
+          <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
+        </div>
+      <% end %>
+    </div>
+  </div>
+<% end %>

app/views/personalization_settings/show.html.erb

@@ -19,6 +19,7 @@
     <div class="space-y-4">
       <%= render 'form_completed_message_form' %>
       <%= render 'form_completed_button_form' %>
+      <%= render 'form_policy_links_form' %>
     </div>
     <%= render 'form_customization_settings' %>
   </div>

app/views/shared/_email_attribution.html.erb

@@ -2,5 +2,5 @@
   ---
 </p>
 <p>
-  <%= t('sent_using_product_name_free_document_signing_html', product_url: "#{Docuseal::PRODUCT_URL}/start", product_name: Docuseal.product_name) %>
+  <%= t('sent_using_product_name_free_document_signing_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/start", product_name: Docuseal.product_name) %>
 </p>

app/views/shared/_meta.html.erb

@@ -1,7 +1,7 @@
 <% if Docuseal.demo? || (request.path != '/' && !devise_controller?) %>
   <meta name="robots" content="noindex">
 <% end %>
-<% title = content_for(:html_title) || 'DocuSeal | Open Source Document Filling and Signing' %>
+<% title = content_for(:html_title) || (signed_in? ? 'DocuSeal' : 'DocuSeal | Open Source Document Signing') %>
 <% description = content_for(:html_description) || 'Open source, self-hosted tool to streamline document filling and signing. Create custom PDF forms to complete and sign with an easy to use online tool.' %>
 <meta name="description" content="<%= description %>">
 <meta property="og:title" content="<%= title %>">

app/views/shared/_search_input.html.erb

@@ -2,6 +2,11 @@
   <% if params[:status].present? %>
     <input name="status" value="<%= params[:status] %>" class="hidden">
   <% end %>
+  <% Submissions::Filter::ALLOWED_PARAMS.each do |key| %>
+    <% if params[key].present? %>
+      <input name="<%= key %>" value="<%= params[key] %>" class="hidden">
+    <% end %>
+  <% end %>
   <% if params[:q].present? %>
     <div class="relative">
       <a href="<%= url_for(params.to_unsafe_h.except(:q)) %>" title="<%= t('clear') %>" class="absolute inset-y-0 left-0 pl-3 flex items-center pointer-events-auto text-neutral text-2xl font-extralight">

app/views/start_form/show.html.erb

@@ -25,7 +25,7 @@
         </div>
       </div>
     </div>
-    <% unless @template.archived_at? %>
+    <% if !@template.archived_at? && !@template.account.archived_at? %>
       <%= form_for @submitter, url: start_form_path(@template.slug), data: { turbo_frame: :_top }, method: :put, html: { class: 'space-y-4' } do |f| %>
         <div dir="auto" class="form-control !mt-0">
           <%= f.label :email, t('email'), class: 'label' %>

app/views/submissions/_send_email.html.erb

@@ -2,7 +2,7 @@
   <% can_send_emails = Accounts.can_send_emails?(current_account) %>
   <div class="flex justify-between items-center">
     <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
-      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails, checked: can_send_emails && !local_assigns.key?(:resend_email) %>
+      <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails || local_assigns[:disable_email], checked: can_send_emails && !local_assigns.key?(:resend_email) && !local_assigns[:disable_email] %>
       <span class="label"><%= local_assigns[:resend_email] ? t('re_send_email') : t('send_email') %></span>
     <% end %>
     <div>
@@ -26,7 +26,7 @@
           <%= t('configure_smtp_settings_in_order_to_send_emails_') %>
           <br>
           <a class="link font-medium" data-turbo-frame="_top" href="<%= settings_email_index_path %>">
-            <%= t('go_to_smtp_setting') %>
+            <%= t('go_to_smtp_settings') %>
           </a>
         </p>
       </div>

app/views/submissions/show.html.erb

@@ -59,13 +59,15 @@
           </div>
         <% end %>
       <% elsif @submission.submitters.to_a.size == 1 && !@submission.expired? && !@submission.submitters.to_a.first.declined_at? && !@submission.archived_at? %>
-        <%= render 'shared/clipboard_copy', text: submit_form_url(slug: @submission.submitters.to_a.first.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: t('copy_share_link'), copied_title: t('copied_to_clipboard') %>
+        <%= render 'shared/clipboard_copy', text: submit_form_url(slug: @submission.submitters.to_a.first.slug, host: form_link_host), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: t('copy_share_link'), copied_title: t('copied_to_clipboard') %>
       <% end %>
     </div>
   </div>
   <div class="flex md:max-h-[calc(100vh-60px)]">
     <div class="overflow-y-auto overflow-x-hidden hidden lg:block w-52 flex-none pr-3 mt-0.5 pt-0.5">
-      <% (@submission.template_schema || @submission.template.schema).each do |item| %>
+      <% values = @submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
+      <% schema = Submissions.filtered_conditions_schema(@submission, values:) %>
+      <% schema.each do |item| %>
         <% document = @submission.template_schema_documents.find { |a| item['attachment_uuid'] == a.uuid } %>
         <a href="#<%= "page-#{document.uuid}-0" %>" onclick="[event.preventDefault(), window[event.target.closest('a').href.split('#')[1]].scrollIntoView({ behavior: 'smooth', block: 'start' })]" class="block cursor-pointer">
           <img src="<%= Docuseal::URL_CACHE.fetch([document.id, document.uuid, 0].join(':'), expires_in: 10.minutes) { document.preview_images.first.url } %>" width="<%= document.preview_images.first.metadata['width'] %>" height="<%= document.preview_images.first.metadata['height'] %>" class="rounded border" loading="lazy">
@@ -79,10 +81,9 @@
       <div class="pr-3.5 pl-0.5">
         <% fields_index = Templates.build_field_areas_index(@submission.template_fields || @submission.template.fields) %>
         <% submitters_index = @submission.submitters.index_by(&:uuid) %>
-        <% values = @submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
         <% attachments_index = ActiveStorage::Attachment.where(record: @submission.submitters, name: :attachments).preload(:blob).index_by(&:uuid) %>
         <% page_blob_struct = Struct.new(:url, :metadata, keyword_init: true) %>
-        <% (@submission.template_schema || @submission.template.schema).each do |item| %>
+        <% schema.each do |item| %>
           <% document = @submission.template_schema_documents.find { |e| e.uuid == item['attachment_uuid'] } %>
           <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
@@ -121,7 +122,7 @@
                   <%= (@submission.template_submitters || @submission.template.submitters).find { |e| e['uuid'] == submitter&.uuid }&.dig('name') || "#{(index + 1).ordinalize} Submitter" %>
                 </span>
               </div>
-              <% if signed_in? && can?(:update, submitter) && !submitter.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
+              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
                 <span class="tooltip tooltip-left" data-tip="<%= t('edit') %>">
                   <%= link_to edit_submitter_path(submitter), class: 'shrink-0 inline md:hidden md:group-hover:inline', data: { turbo_frame: 'modal' } do %>
                     <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -173,15 +174,15 @@
                 </span>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.archived_at? && can?(:update, submitter) && Accounts.can_send_emails?(current_account) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.archived_at? && can?(:update, @submission) && Accounts.can_send_emails?(current_account) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <%= button_to button_title(title: submitter.sent_at? ? t('re_send_email') : t('send_email'), disabled_with: t('sending')), submitter_send_email_index_path(submitter_slug: submitter.slug), class: 'btn btn-sm btn-primary w-full' %>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.archived_at? && can?(:update, submitter) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <%= render 'submissions/send_sms_button', submitter: %>
             <% end %>
-            <% if signed_in? && submitter && !submitter.completed_at? && !@submission.archived_at? && can?(:create, submitter) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && !submitter.completed_at? && !@submission.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <a class="btn btn-sm btn-primary w-full" target="_blank" href="<%= submit_form_path(slug: submitter.slug) %>">
                   <%= t('sign_in_person') %>
@@ -195,6 +196,7 @@
             <% submitter_field_counters[field['type']] += 1 %>
             <% value = values[field['uuid']] %>
             <% next if value.blank? %>
+            <% next if field['type'] == 'heading' %>
             <div class="pt-2.5 border-b border-base-300">
               <div class="text-xs font-medium uppercase mb-0.5" dir="auto">
                 <%= field['name'].presence || "#{t("#{field['type']}_field")} #{submitter_field_counters[field['type']]}" %>

app/views/submissions_archived/index.html.erb

@@ -1,22 +1,31 @@
+<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
 <div>
   <%= link_to root_path do %>
     &larr;
     <span><%= t('back_to_active') %></span>
   <% end %>
 </div>
-<div class="flex justify-between mb-4 items-center">
+<div class="flex flex-col md:flex-row md:items-center mb-4 gap-3">
-  <div>
+  <div class="flex w-full justify-between">
-    <h1 class="text-4xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
+    <div>
+      <h1 class="text-4xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
+    </div>
+    <div>
+      <% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %>
+        <%= render 'shared/search_input', placeholder: "#{t('search')}..." %>
+      <% end %>
+    </div>
+  </div>
+  <div class="flex flex-col items-end md:flex-row gap-2">
+    <%= render 'submissions_filters/applied_filters', filter_params: %>
+    <%= render 'submissions_filters/filter_button', filter_params: %>
   </div>
-  <% if params[:q].present? || @pagy.pages > 1 %>
-    <%= render 'shared/search_input', placeholder: "#{t('search')}..." %>
-  <% end %>
 </div>
 <% if @pagy.count > 0 %>
   <div class="space-y-4">
     <%= render partial: 'templates/submission', collection: @submissions, locals: { with_template: true, archived: true } %>
   </div>
-<% elsif params[:q].present? %>
+<% elsif params[:q].present? || filter_params.present? %>
   <div class="text-center">
     <div class="mt-16 text-3xl font-semibold">
       <%= t('submissions_not_found') %>

app/views/submissions_dashboard/index.html.erb

@@ -1,4 +1,5 @@
-<% is_show_tabs = @pagy.count >= 5 || params[:status].present? %>
+<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
+<% is_show_tabs = @pagy.count >= 5 || params[:status].present? || filter_params.present? %>
 <% if Docuseal.demo? %><%= render 'shared/demo_alert' %><% end %>
 <div class="flex justify-between items-center w-full mb-4">
   <div class="flex items-center flex-grow min-w-0">
@@ -10,7 +11,7 @@
     </h1>
   </div>
   <div class="flex space-x-2">
-    <% if params[:q].present? || @pagy.pages > 1 %>
+    <% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %>
       <%= render 'shared/search_input' %>
     <% end %>
     <% if can?(:create, ::Template) %>
@@ -32,25 +33,31 @@
   <% end %>
 <% end %>
 <% if is_show_tabs %>
-  <div class="flex items-center md:items-end flex-col space-y-2 md:space-y-0 md:flex-row md:space-x-2 mb-4">
+  <div class="flex items-center flex-col md:flex-row md:flex-wrap gap-2 mb-4">
-    <a href="<%= url_for(params.to_unsafe_h.except(:status)) %>" class="<%= params[:status].blank? ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+    <div class="flex items-center md:items-end flex-col md:flex-row gap-2 w-full md:w-fit">
-      <div class="flex items-center space-x-1">
+      <a href="<%= url_for(params.to_unsafe_h.except(:status)) %>" class="<%= params[:status].blank? ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
-        <%= svg_icon('list', class: 'w-5 h-5') %>
+        <div class="flex items-center space-x-1">
-        <span class="font-normal"><%= t('all') %></span>
+          <%= svg_icon('list', class: 'w-5 h-5') %>
-      </div>
+          <span class="font-normal"><%= t('all') %></span>
-    </a>
+        </div>
-    <a href="<%= url_for(params.to_unsafe_h.merge(status: :pending)) %>" class="<%= params[:status] == 'pending' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      </a>
-      <div class="flex items-center space-x-1">
+      <a href="<%= url_for(params.to_unsafe_h.merge(status: :pending)) %>" class="<%= params[:status] == 'pending' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
-        <%= svg_icon('clock', class: 'w-5 h-5') %>
+        <div class="flex items-center space-x-1">
-        <span class="font-normal"><%= t('pending') %></span>
+          <%= svg_icon('clock', class: 'w-5 h-5') %>
-      </div>
+          <span class="font-normal"><%= t('pending') %></span>
-    </a>
+        </div>
-    <a href="<%= url_for(params.to_unsafe_h.merge(status: :completed)) %>" class="<%= params[:status] == 'completed' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      </a>
-      <div class="flex items-center space-x-1">
+      <a href="<%= url_for(params.to_unsafe_h.merge(status: :completed)) %>" class="<%= params[:status] == 'completed' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
-        <%= svg_icon('circle_check', class: 'w-5 h-5') %>
+        <div class="flex items-center space-x-1">
-        <span class="font-normal"><%= t('completed') %></span>
+          <%= svg_icon('circle_check', class: 'w-5 h-5') %>
-      </div>
+          <span class="font-normal"><%= t('completed') %></span>
-    </a>
+        </div>
+      </a>
+    </div>
+    <div class="flex items-end flex-col md:flex-row gap-2 w-full md:w-fit">
+      <%= render 'submissions_filters/applied_filters', filter_params: %>
+      <%= render 'submissions_filters/filter_button', filter_params: %>
+    </div>
   </div>
 <% end %>
 <% if @pagy.count > 0 %>
@@ -58,10 +65,10 @@
     <%= render partial: 'templates/submission', collection: @submissions, locals: { with_template: true } %>
   </div>
 <% end %>
-<% if params[:q].blank? && params[:status].blank? && @pagy.count < 5 %>
+<% if params[:q].blank? && params[:status].blank? && filter_params.blank? && @pagy.count < 5 %>
   <%= render 'templates/dropzone' %>
 <% end %>
-<% if @submissions.present? || params[:q].blank? %>
+<% if @submissions.present? || (params[:q].blank? && filter_params.blank?) %>
   <% if @pagy.pages > 1 %>
     <%= render 'shared/pagination', pagy: @pagy, items_name: 'submissions', left_additional_html: view_archived_html %>
   <% else %>
@@ -69,7 +76,7 @@
       <%= view_archived_html %>
     </div>
   <% end %>
-<% elsif params[:q].present? %>
+<% elsif params[:q].present? || filter_params.present? %>
   <div class="text-center">
     <div class="mt-16 text-3xl font-semibold">
       <%= t('submissions_not_found') %>

app/views/submissions_filters/_applied_filters.html.erb

@@ -0,0 +1,50 @@
+<% query_params = params.permit(:q, :status).merge(filter_params) %>
+<% if query_params[:completed_at_from].present? || query_params[:completed_at_to].present? %>
+  <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('completed_at') %>">
+    <%= link_to submissions_filter_path('completed_at', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %>
+      <%= svg_icon('calendar_check', class: 'w-5 h-5 shrink-0') %>
+      <span class="flex flex-row md:flex-col font-normal text-left md:text-center md:text-xs">
+        <% if query_params[:completed_at_from] == query_params[:completed_at_to] %>
+          <span><%= l(Date.parse(query_params[:completed_at_from]), locale: current_account.locale) %></span>
+        <% else %>
+          <span><%= query_params[:completed_at_from].present? ? l(Date.parse(query_params[:completed_at_from]), locale: current_account.locale) : '∞' %></span>
+          <span class="px-1 md:px-0 md:hidden">-</span>
+          <span><%= query_params[:completed_at_to].present? ? l(Date.parse(query_params[:completed_at_to]), locale: current_account.locale) : t('today') %></span>
+        <% end %>
+      </span>
+    <% end %>
+    <%= link_to url_for(params.to_unsafe_h.except(:completed_at_from, :completed_at_to)), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %>
+      <%= svg_icon('x', class: 'w-5 h-5') %>
+    <% end %>
+  </div>
+<% end %>
+<% if query_params[:created_at_from].present? || query_params[:created_at_to].present? %>
+  <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('created_at') %>">
+    <%= link_to submissions_filter_path('created_at', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %>
+      <%= svg_icon('calendar', class: 'w-5 h-5 shrink-0') %>
+      <span class="flex flex-row md:flex-col font-normal text-left md:text-center md:text-xs">
+        <% if query_params[:created_at_from] == query_params[:created_at_to] %>
+          <span><%= l(Date.parse(query_params[:created_at_from]), locale: current_account.locale) %></span>
+        <% else %>
+          <span><%= query_params[:created_at_from].present? ? l(Date.parse(query_params[:created_at_from]), locale: current_account.locale) : '∞' %></span>
+          <span class="px-1 md:px-0 md:hidden">-</span>
+          <span><%= query_params[:created_at_to].present? ? l(Date.parse(query_params[:created_at_to]), locale: current_account.locale) : t('today') %></span>
+        <% end %>
+      </span>
+    <% end %>
+    <%= link_to url_for(params.to_unsafe_h.except(:created_at_to, :created_at_from)), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %>
+      <%= svg_icon('x', class: 'w-5 h-5') %>
+    <% end %>
+  </div>
+<% end %>
+<% if params[:author].present? %>
+  <div class="tooltip tooltip-bottom flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-34 border-neutral-700" data-tip="<%= t('author') %>">
+    <%= link_to submissions_filter_path('author', query_params.merge(path: url_for, with_remove: true)), data: { turbo_frame: 'modal' }, class: 'flex items-center space-x-1 w-full pr-1 md:max-w-[140px]' do %>
+      <%= svg_icon('user', class: 'w-5 h-5 shrink-0') %>
+      <span class="font-normal truncate"><%= current_account.users.accessible_by(current_ability).where(account: current_account).find_by(email: params[:author])&.full_name || 'NA' %></span>
+    <% end %>
+    <%= link_to url_for(params.to_unsafe_h.except(:author)), class: 'rounded-lg ml-1 hover:bg-base-content hover:text-white' do %>
+      <%= svg_icon('x', class: 'w-5 h-5') %>
+    <% end %>
+  </div>
+<% end %>

app/views/submissions_filters/_date_buttons.html.erb

@@ -0,0 +1,39 @@
+<% current_time = Time.current.in_time_zone(current_account.timezone) %>
+<% week_start = TimeUtils.timezone_abbr(current_account.timezone, current_time).in?(TimeUtils::US_TIMEZONES) ? :sunday : :monday %>
+<div class="flex flex-wrap gap-2 mt-4 md:mt-2">
+  <set-date-button data-from-value="<%= current_time.to_date %>" data-to-value="<%= current_time.to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('today') %>
+    </button>
+  </set-date-button>
+  <set-date-button data-from-value="<%= (current_time - 1.day).to_date %>" data-to-value="<%= (current_time - 1.day).to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('yesterday') %>
+    </button>
+  </set-date-button>
+  <set-date-button data-from-value="<%= current_time.beginning_of_week(week_start).to_date %>" data-to-value="<%= current_time.end_of_week(week_start).to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('this_week') %>
+    </button>
+  </set-date-button>
+  <set-date-button data-from-value="<%= (current_time - 1.week).beginning_of_week(week_start).to_date %>" data-to-value="<%= (current_time - 1.week).end_of_week(week_start).to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('last_week') %>
+    </button>
+  </set-date-button>
+  <set-date-button data-from-value="<%= current_time.beginning_of_month.to_date %>" data-to-value="<%= current_time.end_of_month.to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('this_month') %>
+    </button>
+  </set-date-button>
+  <set-date-button data-from-value="<%= (current_time - 1.month).beginning_of_month.to_date %>" data-to-value="<%= (current_time - 1.month).end_of_month.to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('last_month') %>
+    </button>
+  </set-date-button>
+  <set-date-button data-from-value="<%= current_time.beginning_of_year.to_date %>" data-to-value="<%= current_time.end_of_year.to_date %>" data-from-id="date_from" data-to-id="date_to">
+    <button class="btn btn-xs btn-primary font-medium normal-case" data-turbo="false" type="button">
+      <%= t('this_year') %>
+    </button>
+  </set-date-button>
+</div>

app/views/submissions_filters/_filter_button.html.erb

@@ -0,0 +1,27 @@
+<% query_params = params.permit(:q, :status).merge(filter_params) %>
+<div class="dropdown dropdown-end">
+  <label tabindex="0" class="cursor-pointer flex h-10 px-3 py-1 space-x-1 text-lg items-center justify-between border text-center text-neutral rounded-xl border-neutral-300 hover:border-neutral-700">
+    <%= svg_icon('filter', class: 'w-5 h-5 flex-shrink-0 stroke-2') %>
+    <span class="<%= filter_params.present? ? 'md:hidden' : '' %>">Filter</span>
+  </label>
+  <ul tabindex="0" class="z-10 dropdown-content p-2 mt-2 shadow menu text-base bg-base-100 rounded-box min-w-[180px] text-right">
+    <li class="flex">
+      <%= link_to submissions_filter_path('completed_at', query_params.merge(path: url_for)), data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('calendar_check', class: 'w-5 h-5 flex-shrink-0 stroke-2') %>
+        <span><%= t('completed_at') %></span>
+      <% end %>
+    </li>
+    <li class="flex">
+      <%= link_to submissions_filter_path('created_at', query_params.merge(path: url_for)), data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('calendar', class: 'w-5 h-5 flex-shrink-0 stroke-2') %>
+        <span><%= t('created_at') %></span>
+      <% end %>
+    </li>
+    <li class="flex">
+      <%= link_to submissions_filter_path('author', query_params.merge(path: url_for)), data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('user', class: 'w-5 h-5 flex-shrink-0 stroke-2') %>
+        <span><%= t('author') %></span>
+      <% end %>
+    </li>
+  </ul>
+</div>

app/views/submissions_filters/_filter_modal.html.erb

@@ -0,0 +1,18 @@
+<%= render 'shared/turbo_modal', title: local_assigns[:title] do %>
+  <%= form_for '', url: params[:path], method: :get, data: { turbo_frame: :_top }, html: { autocomplete: :off } do |f| %>
+    <%= hidden_field_tag :status, params[:status] if params[:status].present? %>
+    <%= hidden_field_tag :q, params[:q] if params[:q].present? %>
+    <% local_assigns[:default_params].each do |key, value| %>
+      <%= hidden_field_tag(key, value) if value.present? %>
+    <% end %>
+    <%= yield %>
+    <div class="form-control mt-4">
+      <%= f.button button_title(title: t('apply'), disabled_with: t('applying')), name: nil, class: 'base-button' %>
+    </div>
+    <% if params[:with_remove] %>
+      <div class="text-center w-full mt-4">
+        <%= link_to t('remove_filter'), "#{params[:path]}?#{params.to_unsafe_h.slice(:q, :status).merge(local_assigns[:default_params]).to_query}", class: 'link', data: { turbo_frame: :_top } %>
+      </div>
+    <% end %>
+  <% end %>
+<% end %>

app/views/submissions_filters/author.html.erb

@@ -0,0 +1,7 @@
+<%= render 'filter_modal', title: t('author'), default_params: params.permit(*(Submissions::Filter::ALLOWED_PARAMS - ['author'])) do %>
+  <div class="space-y-2">
+    <div class="form-control mt-6">
+      <%= select_tag :author, options_for_select(current_account.users.accessible_by(current_ability).where.not(role: :integration).where(account: current_account).map { |u| [u.full_name, u.email] }, params[:author].presence || current_user.email), required: true, class: 'base-select' %>
+    </div>
+  </div>
+<% end %>

app/views/submissions_filters/completed_at.html.erb

@@ -0,0 +1,15 @@
+<%= render 'filter_modal', title: t('completed_at'), default_params: params.permit(*(Submissions::Filter::ALLOWED_PARAMS - %w[completed_at_to completed_at_from])) do %>
+  <div class="space-y-3">
+    <div class="flex flex-col md:flex-row gap-2">
+      <div class="form-control w-full">
+        <%= label_tag 'completed_at_from', t('from'), for: 'date_from', class: 'label text-sm' %>
+        <%= date_field_tag 'completed_at_from', params[:completed_at_from], id: 'date_from', class: 'base-input !h-10', autocomplete: 'off' %>
+      </div>
+      <div class="form-control w-full">
+        <%= label_tag 'completed_at_to', t('to'), for: 'date_to', class: 'label text-sm' %>
+        <%= date_field_tag 'completed_at_to', params[:completed_at_to], id: 'date_to', class: 'base-input !h-10', autocomplete: 'off' %>
+      </div>
+    </div>
+    <%= render 'date_buttons' %>
+  </div>
+<% end %>

app/views/submissions_filters/created_at.html.erb

@@ -0,0 +1,15 @@
+<%= render 'filter_modal', title: t('created_at'), default_params: params.permit(*(Submissions::Filter::ALLOWED_PARAMS - %w[created_at_to created_at_from])) do %>
+  <div class="space-y-3">
+    <div class="flex flex-col md:flex-row gap-2">
+      <div class="form-control w-full">
+        <%= label_tag 'created_at_from', t('from'), for: 'date_from', class: 'label text-sm' %>
+        <%= date_field_tag 'created_at_from', params[:created_at_from], id: 'date_from', class: 'base-input !h-10', autocomplete: 'off' %>
+      </div>
+      <div class="form-control w-full">
+        <%= label_tag 'created_at_to', t('to'), for: 'date_to', class: 'label text-sm' %>
+        <%= date_field_tag 'created_at_to', params[:created_at_to], id: 'date_to', class: 'base-input !h-10', autocomplete: 'off' %>
+      </div>
+    </div>
+    <%= render 'date_buttons' %>
+  </div>
+<% end %>

app/views/submit_form/_submission_form.html.erb

@@ -1,4 +1,4 @@
 <% data_attachments = attachments_index.values.select { |e| e.record_id == submitter.id }.to_json(only: %i[uuid created_at], methods: %i[url filename content_type]) %>
 <% data_fields = (submitter.submission.template_fields || submitter.submission.template.fields).select { |f| f['submitter_uuid'] == submitter.uuid }.to_json %>
 <% invite_submitters = (submitter.submission.template_submitters || submitter.submission.template.submitters).select { |s| s['invite_by_uuid'] == submitter.uuid && submitter.submission.submitters.none? { |e| e.uuid == s['uuid'] } }.to_json %>
-<submission-form data-is-demo="<%= Docuseal.demo? %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template.preferences['completed_redirect_url'] %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template.preferences['completed_message'] || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>
+<submission-form data-is-demo="<%= Docuseal.demo? %>" data-schema="<%= schema.to_json %>" data-reuse-signature="<%= configs[:reuse_signature] %>" data-require-signing-reason="<%= configs[:require_signing_reason] %>" data-with-signature-id="<%= configs[:with_signature_id] %>" data-with-confetti="<%= configs[:with_confetti] %>" data-completed-redirect-url="<%= submitter.preferences['completed_redirect_url'].presence || submitter.submission.template.preferences['completed_redirect_url'] %>" data-completed-message="<%= (configs[:completed_message]&.compact_blank.presence || submitter.submission.template.preferences['completed_message'] || {}).to_json %>" data-completed-button="<%= configs[:completed_button].to_json %>" data-go-to-last="<%= submitter.preferences.key?('go_to_last') ? submitter.preferences['go_to_last'] : submitter.opened_at? %>" data-submitter="<%= submitter.to_json(only: %i[uuid slug name phone email]) %>" data-can-send-email="<%= Accounts.can_send_emails?(submitter.submission.account) %>" data-invite-submitters="<%= invite_submitters %>" data-attachments="<%= data_attachments %>" data-fields="<%= data_fields %>" data-values="<%= submitter.values.to_json %>" data-with-typed-signature="<%= configs[:with_typed_signature] %>" data-previous-signature-value="<%= local_assigns[:signature_attachment]&.uuid %>" data-remember-signature="<%= configs[:prefill_signature] %>" data-dry-run="<%= local_assigns[:dry_run] %>" data-expand="<%= local_assigns[:expand] %>" data-scroll-padding="<%= local_assigns[:scroll_padding] %>" data-language="<%= I18n.locale.to_s.split('-').first %>"></submission-form>

app/views/submit_form/show.html.erb

@@ -4,6 +4,7 @@
 <% values = @submitter.submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) } %>
 <% submitters_index = @submitter.submission.submitters.index_by(&:uuid) %>
 <% page_blob_struct = Struct.new(:url, :metadata, keyword_init: true) %>
+<% schema = Submissions.filtered_conditions_schema(@submitter.submission, values:, include_submitter_uuid: @submitter.uuid) %>
 <div style="max-height: -webkit-fill-available;">
   <div id="scrollbox">
     <div class="mx-auto block pb-72" style="max-width: 1000px">
@@ -35,41 +36,50 @@
           </div>
         </div>
       <% end %>
-      <% (@submitter.submission.template_schema || @submitter.submission.template.schema).each do |item| %>
+      <% schema.each do |item| %>
         <% document = @submitter.submission.template_schema_documents.find { |a| a.uuid == item['attachment_uuid'] } %>
-        <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
+        <div id="document-<%= document.uuid %>">
-        <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
+          <% document_annots_index = document.metadata.dig('pdf', 'annotations')&.group_by { |e| e['page'] } || {} %>
-        <% lazyload_metadata = document.preview_images.last.metadata %>
+          <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
-        <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
+          <% lazyload_metadata = document.preview_images.last.metadata %>
-          <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_uuid, "#{index}.jpg")) %>
+          <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
-          <div class="relative my-4 shadow-md">
+            <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_uuid, "#{index}.jpg")) %>
-            <img loading="lazy" src="<%= page.url %>" width="<%= page.metadata['width'] %>" height="<%= page.metadata['height'] %>">
+            <div class="relative my-4 shadow-md">
-            <div id="page-<%= [document.uuid, index].join('-') %>" class="top-0 bottom-0 left-0 right-0 absolute">
+              <img loading="lazy" src="<%= page.url %>" width="<%= page.metadata['width'] %>" height="<%= page.metadata['height'] %>">
-              <% document_annots_index[index]&.each do |annot| %>
+              <div id="page-<%= [document.uuid, index].join('-') %>" class="top-0 bottom-0 left-0 right-0 absolute">
-                <%= render 'submissions/annotation', annot: %>
+                <% document_annots_index[index]&.each do |annot| %>
-              <% end %>
+                  <%= render 'submissions/annotation', annot: %>
-              <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
+                <% end %>
-                <% value = values[field['uuid']].presence || (field['default_value'].present? ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submitter.submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
+                <% fields_index.dig(document.uuid, index)&.each do |(area, field)| %>
-                <% next if value.blank? %>
+                  <% value = values[field['uuid']].presence || (field['default_value'].present? ? Submitters::SubmitValues.template_default_value_for_submitter(field['default_value'], @submitter.submission.submitters.find { |e| e.uuid == field['submitter_uuid'] }, with_time: false) : nil) %>
-                <% next if !field['readonly'] && field['submitter_uuid'] == @submitter.uuid %>
+                  <% next if value.blank? %>
-                <% next if value == '{{date}}' && field['submitter_uuid'] != @submitter.uuid %>
+                  <% next if !field['readonly'] && field['submitter_uuid'] == @submitter.uuid %>
-                <% next if field['conditions'].present? && values[field['uuid']].blank? && field['submitter_uuid'] != @submitter.uuid %>
+                  <% next if value == '{{date}}' && field['submitter_uuid'] != @submitter.uuid %>
-                <% next if field['conditions'].present? && field['submitter_uuid'] == @submitter.uuid %>
+                  <% next if field['conditions'].present? && values[field['uuid']].blank? && field['submitter_uuid'] != @submitter.uuid %>
-                <% next if field.dig('preferences', 'formula').present? && field['submitter_uuid'] == @submitter.uuid %>
+                  <% next if field['conditions'].present? && field['submitter_uuid'] == @submitter.uuid %>
-                <%= render 'submissions/value', area:, field:, attachments_index: @attachments_index, value:, locale: @submitter.account.locale, timezone: @submitter.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: @form_configs[:with_signature_id] %>
+                  <% next if field.dig('preferences', 'formula').present? && field['submitter_uuid'] == @submitter.uuid %>
-              <% end %>
+                  <%= render 'submissions/value', area:, field:, attachments_index: @attachments_index, value:, locale: @submitter.account.locale, timezone: @submitter.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: @form_configs[:with_signature_id] %>
+                <% end %>
+              </div>
             </div>
-          </div>
+          <% end %>
-        <% end %>
+        </div>
       <% end %>
       <%= render 'shared/attribution', link_path: '/start', account: @submitter.account, with_style: false %>
+      <% if @form_configs[:policy_links].present? %>
+        <div class="text-center md:text-neutral-500 md:pr-3 md:pb-3 md:text-sm md:text-left mt-2 md:mt-0 md:fixed md:bottom-0 md:right-0">
+          <div class="md:max-w-[8rem] flex flex-wrap md:flex-col justify-center md:justify-start md:items-start space-x-2 md:space-x-0">
+            <%= auto_link(MarkdownToHtml.call(@form_configs[:policy_links])) %>
+          </div>
+        </div>
+      <% end %>
     </div>
   </div>
 </div>
 <div class="fixed bottom-0 w-full h-0 z-20">
   <div class="mx-auto" style="max-width: 1000px">
     <div class="relative md:mx-32">
-      <%= render 'submit_form/submission_form', attachments_index: @attachments_index, submitter: @submitter, signature_attachment: @signature_attachment, configs: @form_configs, dry_run: local_assigns[:dry_run], expand: local_assigns[:expand], scroll_padding: local_assigns.fetch(:scroll_padding, '-110px') %>
+      <%= render 'submit_form/submission_form', attachments_index: @attachments_index, submitter: @submitter, signature_attachment: @signature_attachment, configs: @form_configs, dry_run: local_assigns[:dry_run], expand: local_assigns[:expand], scroll_padding: local_assigns.fetch(:scroll_padding, '-110px'), schema: %>
     </div>
   </div>
 </div>

app/views/submitter_mailer/completed_email.html.erb

@@ -2,6 +2,6 @@
   <%= render 'custom_content', content: @body, submitter: @submitter %>
 <% else %>
   <p><%= t('hi_there') %>,</p>
-  <p><%= I18n.t(:name_has_been_completed_by_submitters, name: @submitter.submission.template.name, submitters: @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.join(', ')) %></p>
+  <p><%= I18n.t(:name_has_been_completed_by_submitters, name: @submitter.submission.template.name, submitters: @submitter.submission.submitters.order(:completed_at).map { |e| e.name || e.email || e.phone }.uniq.join(', ')) %></p>
   <p><%= link_to submission_url(@submitter.submission), submission_url(@submitter.submission) %></p>
 <% end %>

app/views/submitter_mailer/invitation_email.html.erb

@@ -7,7 +7,7 @@
 <% else %>
   <p><%= t('hi_there') %>,</p>
   <p><%= I18n.t(@submitter.with_signature_fields? ? :you_have_been_invited_to_sign_the_name : :you_have_been_invited_to_submit_the_name_form, name: @submitter.submission.template.name) %></p>
-  <p><%= link_to I18n.t(@submitter.with_signature_fields? ? :review_and_sign : :review_and_submit), submit_form_url(slug: @submitter.slug, t: SubmissionEvents.build_tracking_param(@submitter, 'click_email')) %></p>
+  <p><%= link_to I18n.t(@submitter.with_signature_fields? ? :review_and_sign : :review_and_submit), submit_form_url(slug: @submitter.slug, t: SubmissionEvents.build_tracking_param(@submitter, 'click_email'), host: ENV.fetch('EMAIL_HOST', Docuseal.default_url_options[:host])) %></p>
   <p><%= t('please_contact_us_by_replying_to_this_email_if_you_didn_t_request_this') %></p>
   <p>
   <%= t('thanks') %>,<br><%= @current_account.name %>

app/views/templates/_submission.html.erb

@@ -51,7 +51,7 @@
               <a href="<%= submission_path(submission) %>" class="text-lg break-all peer">
                 <%= submitter.name || submitter.email || submitter.phone %>
               </a>
-              <% if can?(:update, submitter) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
+              <% if can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
                 <span class="pl-0.5 tooltip tooltip-top md:opacity-0 md:hover:opacity-100 md:peer-hover:opacity-100" data-tip="<%= t('edit') %>">
                   <%= link_to edit_submitter_path(submitter), class: 'shrink-0', data: { turbo_frame: 'modal' } do %>
                     <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -92,7 +92,7 @@
             </div>
           <% else %>
             <div class="flex-1 md:flex-none">
-              <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'btn btn-sm btn-neutral text-white md:w-36 flex z-[1]', icon_class: 'w-6 h-6 text-white', copy_title: t('copy_link').length < 10 ? t('copy_link') : t('copy'), copy_title_md: t('copy'), copied_title_md: t('copied') %>
+              <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug, host: form_link_host), class: 'btn btn-sm btn-neutral text-white md:w-36 flex z-[1]', icon_class: 'w-6 h-6 text-white', copy_title: t('copy_link').length < 10 ? t('copy_link') : t('copy'), copy_title_md: t('copy'), copied_title_md: t('copied') %>
             </div>
           <% end %>
         <% end %>
@@ -144,7 +144,7 @@
                     <a href="<%= submission_path(submission) %>" class="text-lg break-all peer">
                       <%= submitter.name || submitter.email || submitter.phone %>
                     </a>
-                    <% if can?(:update, submitter) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
+                    <% if can?(:update, submission) && !submitter.start_form_submission_events.any? && !submission.archived_at? && !submission.expired? && !submitter.declined_at? %>
                       <span class="pl-0.5 tooltip tooltip-top md:opacity-0 md:hover:opacity-100 md:peer-hover:opacity-100" data-tip="<%= t('edit') %>">
                         <%= link_to edit_submitter_path(submitter), class: 'shrink-0', data: { turbo_frame: 'modal' } do %>
                           <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -176,7 +176,7 @@
                         </span>
                       </a>
                     <% else %>
-                      <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug), class: 'absolute md:relative top-0 right-0 btn btn-xs text-xs btn-neutral text-white w-28 md:w-36 flex z-[1]', icon_class: 'w-4 h-4 text-white', copy_title: t('copy_link'), copy_title_md: t('copy_link').length < 10 ? t('copy_link') : t('copy'), copied_title_md: t('copied') %>
+                      <%= render 'shared/clipboard_copy', text: submit_form_url(slug: submitter.slug, host: form_link_host), class: 'absolute md:relative top-0 right-0 btn btn-xs text-xs btn-neutral text-white w-28 md:w-36 flex z-[1]', icon_class: 'w-4 h-4 text-white', copy_title: t('copy_link'), copy_title_md: t('copy_link').length < 10 ? t('copy_link') : t('copy'), copied_title_md: t('copied') %>
                     <% end %>
                   </div>
                 <% end %>

app/views/templates/_template.html.erb

@@ -1,6 +1,9 @@
 <div class="h-36 relative group">
   <a href="<%= template_path(template) %>" class="flex h-full flex-col justify-between rounded-2xl pt-6 px-7 w-full bg-base-200 peer">
     <div class="pb-4 text-xl font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
+      <% if template.template_accesses.present? %>
+        <%= svg_icon('lock', class: 'w-6 h-6 inline -translate-y-[4px]') %>
+      <% end %>
       <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
     </div>
     <div class="pb-6 pt-1 space-y-1">

app/views/templates/_title.html.erb

@@ -1,12 +1,15 @@
 <div class="flex flex-col items-start md:flex-row space-y-2 md:space-y-0 md:space-x-2 md:justify-between md:items-start mb-6 md:mb-3">
   <div class="relative flex items-start justify-between w-full space-x-0">
     <div>
-      <h1 class="text-3xl md:text-4xl font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
+      <div id="template_title" class="flex">
-        <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
+        <h1 class="text-3xl md:text-[2em] font-semibold" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;">
-        <% if template.archived_at? %>
+          <% template.name.split(/(_)/).each do |item| %><%= item %><wbr><% end %>
-          <span class="ml-1 badge badge-outline badge-lg align-middle"><%= t('archived') %></span>
+          <% if template.archived_at? %>
-        <% end %>
+            <span class="ml-1 badge badge-outline badge-lg align-middle"><%= t('archived') %></span>
-      </h1>
+          <% end %>
+        </h1>
+        <%= render 'templates/access_icon', template: @template %>
+      </div>
       <% if @template.account_id == current_account.id %>
         <div class="flex items-center justify-between">
           <div class="flex items-center">

app/views/templates/show.html.erb

@@ -1,6 +1,7 @@
 <%= render 'title', template: @template %>
-<% is_show_tabs = @pagy.pages > 1 || params[:status].present? %>
+<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
-<% if !@pagy.count.zero? || params[:q].present? || params[:status].present? %>
+<% is_show_tabs = @pagy.pages > 1 || params[:q].present? || params[:status].present? || filter_params.present? %>
+<% if !@pagy.count.zero? || params[:q].present? || params[:status].present? || filter_params.present? %>
   <div class="<%= is_show_tabs ? 'mb-4' : 'mb-6' %>">
     <div class="flex justify-between items-center md:items-end">
       <div>
@@ -9,7 +10,7 @@
         </h2>
       </div>
       <div class="flex justify-end space-x-2">
-        <% if params[:q].present? || params[:status].present? || @pagy.pages > 1 %>
+        <% if params[:q].present? || params[:status].present? || filter_params.present? || @pagy.pages > 1 %>
           <%= render 'shared/search_input', title_selector: 'h2' %>
         <% end %>
         <%= link_to new_template_submissions_export_path(@template), class: 'hidden md:flex btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
@@ -27,34 +28,40 @@
   </div>
 <% end %>
 <% if is_show_tabs %>
-  <div class="flex items-center md:items-end flex-col space-y-2 md:space-y-0 md:flex-row md:space-x-2 mb-4">
+  <div class="flex items-center flex-col md:flex-row md:flex-wrap gap-2 mb-4">
-    <a href="<%= url_for(params.to_unsafe_h.except(:status)) %>" class="<%= params[:status].blank? ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+    <div class="flex items-center md:items-end flex-col md:flex-row gap-2 w-full md:w-fit">
-      <div class="flex items-center space-x-1">
+      <a href="<%= url_for(params.to_unsafe_h.except(:status)) %>" class="<%= params[:status].blank? ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-700">
-        <%= svg_icon('list', class: 'w-5 h-5') %>
+        <div class="flex items-center space-x-1">
-        <span class="font-normal"><%= t('all') %></span>
+          <%= svg_icon('list', class: 'w-5 h-5') %>
-      </div>
+          <span class="font-normal"><%= t('all') %></span>
-      <div class="badge badge-neutral badge-outline font-medium">
+        </div>
-        <%= params[:status].blank? ? @pagy.count : @base_submissions.count %>
+        <div class="badge badge-neutral badge-outline font-medium">
-      </div>
+          <%= params[:status].blank? && filter_params.blank? ? @pagy.count : @base_submissions.unscope(:group, :order).select(:id).distinct.count %>
-    </a>
+        </div>
-    <a href="<%= url_for(params.to_unsafe_h.merge(status: :pending)) %>" class="<%= params[:status] == 'pending' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      </a>
-      <div class="flex items-center space-x-1">
+      <a href="<%= url_for(params.to_unsafe_h.merge(status: :pending)) %>" class="<%= params[:status] == 'pending' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-700">
-        <%= svg_icon('clock', class: 'w-5 h-5') %>
+        <div class="flex items-center space-x-1">
-        <span class="font-normal"><%= t('pending') %></span>
+          <%= svg_icon('clock', class: 'w-5 h-5') %>
-      </div>
+          <span class="font-normal"><%= t('pending') %></span>
-      <div class="badge badge-neutral badge-outline font-medium">
+        </div>
-        <%= params[:status] == 'pending' ? @pagy.count : @base_submissions.pending.count %>
+        <div class="badge badge-neutral badge-outline font-medium">
-      </div>
+          <%= params[:status] == 'pending' && filter_params.blank? ? @pagy.count : @base_submissions.pending.unscope(:group, :order).select(:id).distinct.count %>
-    </a>
+        </div>
-    <a href="<%= url_for(params.to_unsafe_h.merge(status: :completed)) %>" class="<%= params[:status] == 'completed' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-600">
+      </a>
-      <div class="flex items-center space-x-1">
+      <a href="<%= url_for(params.to_unsafe_h.merge(status: :completed)) %>" class="<%= params[:status] == 'completed' ? 'border-neutral-700' : 'border-neutral-300' %> flex h-10 px-2 py-1 text-lg items-center justify-between border text-center text-neutral font-semibold rounded-xl w-full md:w-48 hover:border-neutral-700">
-        <%= svg_icon('circle_check', class: 'w-5 h-5') %>
+        <div class="flex items-center space-x-1">
-        <span class="font-normal"><%= t('completed') %></span>
+          <%= svg_icon('circle_check', class: 'w-5 h-5') %>
-      </div>
+          <span class="font-normal"><%= t('completed') %></span>
-      <div class="badge badge-neutral badge-outline font-medium">
+        </div>
-        <%= params[:status] == 'completed' ? @pagy.count : @base_submissions.completed.count %>
+        <div class="badge badge-neutral badge-outline font-medium">
-      </div>
+          <%= params[:status] == 'completed' && filter_params.blank? ? @pagy.count : @base_submissions.completed.unscope(:group, :order).select(:id).distinct.count %>
-    </a>
+        </div>
+      </a>
+    </div>
+    <div class="flex items-end flex-col md:flex-row gap-2 w-full md:w-fit">
+      <%= render 'submissions_filters/applied_filters', filter_params: %>
+      <%= render 'submissions_filters/filter_button', filter_params: %>
+    </div>
   </div>
 <% end %>
 <% if @submissions.present? %>
@@ -65,31 +72,33 @@
   <div class="card bg-base-200">
     <div class="card-body text-center px-4 py-16">
       <div class="max-w-lg mx-auto">
-        <p class="text-3xl font-bold text-base-content mb-4">
+        <p class="text-3xl font-bold text-base-content">
           <%= t('there_are_no_submissions') %>
         </p>
-        <% if @template.archived_at.blank? && params[:q].blank? %>
+        <% if @template.archived_at.blank? && params[:q].blank? && filter_params.blank? %>
-          <p><%= t('send_an_invitation_to_fill_and_complete_the_form') %></p>
+          <div class="mt-4">
-          <div class="space-y-2 flex flex-col">
+            <p><%= t('send_an_invitation_to_fill_and_complete_the_form') %></p>
-            <% if can?(:create, Submission) %>
+            <div class="space-y-2 flex flex-col">
-              <%= link_to new_template_submission_path(@template, with_link: true), class: 'base-button mt-6', data: { turbo_frame: 'modal' } do %>
+              <% if can?(:create, Submission) %>
-                <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+                <%= link_to new_template_submission_path(@template, with_link: true), class: 'base-button mt-6', data: { turbo_frame: 'modal' } do %>
-                <span class="mr-1"><%= t('send_to_recipients') %></span>
+                  <%= svg_icon('plus', class: 'w-6 h-6 stroke-2') %>
+                  <span class="mr-1"><%= t('send_to_recipients') %></span>
+                <% end %>
               <% end %>
-            <% end %>
+              <% if @template.submitters.size == 1 %>
-            <% if @template.submitters.size == 1 %>
+                <%= link_to start_form_url(slug: @template.slug), class: 'white-button mt-6', target: '_blank', rel: 'noopener' do %>
-              <%= link_to start_form_url(slug: @template.slug), class: 'white-button mt-6', target: '_blank', rel: 'noopener' do %>
+                  <%= svg_icon('writing', class: 'w-6 h-6') %>
-                <%= svg_icon('writing', class: 'w-6 h-6') %>
+                  <span class="mr-1"><%= t('sign_it_yourself') %></span>
-                <span class="mr-1"><%= t('sign_it_yourself') %></span>
+                <% end %>
+              <% else %>
+                <%= link_to new_template_submission_path(@template, selfsign: true), class: 'white-button mt-6', data: { turbo_frame: 'modal' } do %>
+                  <%= svg_icon('writing', class: 'w-6 h-6') %>
+                  <span class="mr-1"><%= t('sign_it_yourself') %></span>
+                <% end %>
               <% end %>
-            <% else %>
+            </div>
-              <%= link_to new_template_submission_path(@template, selfsign: true), class: 'white-button mt-6', data: { turbo_frame: 'modal' } do %>
+          </div>
-                <%= svg_icon('writing', class: 'w-6 h-6') %>
+        <% end %>
-                <span class="mr-1"><%= t('sign_it_yourself') %></span>
-              <% end %>
-            <% end %>
-          <% end %>
-        </div>
       </div>
     </div>
   </div>

app/views/templates_archived_submissions/index.html.erb

@@ -1,3 +1,5 @@
+<% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
+<% with_filters = @pagy.pages > 1 || params[:q].present? || filter_params.present? %>
 <%= render 'templates/title', template: @template %>
 <div>
   <%= link_to template_path(@template) do %>
@@ -5,23 +7,33 @@
     <span><%= t('back_to_active') %></span>
   <% end %>
 </div>
-<div class="flex justify-between mb-6 md:items-end flex-col md:flex-row">
+<div class="flex flex-col md:flex-row md:items-center mb-6 gap-3">
-  <div>
+  <div class="flex w-full justify-between md:items-end items-center">
-    <h1 class="text-3xl font-bold md:block"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
+    <div>
-  </div>
+      <h1 class="text-3xl font-bold md:block"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
-  <div class="flex space-x-2 mt-3 md:mt-0 justify-end">
+    </div>
-    <%= render 'shared/search_input' %>
+    <div class="flex space-x-2 justify-end">
-    <%= link_to new_template_submissions_export_path(@template), class: 'order-3 md:order-1 btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
+      <% if with_filters %>
-      <%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>
+        <%= render 'shared/search_input' %>
-      <span><%= t('export') %></span>
+      <% end %>
-    <% end %>
+      <%= link_to new_template_submissions_export_path(@template), class: 'btn btn-ghost text-base', data: { turbo_frame: 'modal' } do %>
+        <%= svg_icon('download', class: 'w-6 h-6 stroke-2') %>
+        <span><%= t('export') %></span>
+      <% end %>
+    </div>
   </div>
+  <% if with_filters %>
+    <div class="flex flex-col items-end md:flex-row gap-2">
+      <%= render 'submissions_filters/applied_filters', filter_params: %>
+      <%= render 'submissions_filters/filter_button', filter_params: %>
+    </div>
+  <% end %>
 </div>
 <% if @pagy.count > 0 %>
   <div class="space-y-4">
     <%= render partial: 'templates/submission', collection: @submissions, locals: { template: @template, archived: true } %>
   </div>
-<% elsif params[:q].present? %>
+<% elsif params[:q].present? || filter_params.present? %>
   <div class="text-center">
     <div class="mt-16 text-3xl font-semibold">
       <%= t('submissions_not_found') %>

app/views/templates_preferences/show.html.erb

@@ -19,6 +19,7 @@
     </toggle-visible>
   <% end %>
   <div id="general" class="px-5 mb-4">
+    <%= render 'access' %>
     <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
       <toggle-on-submit data-element-id="bcc_saved_alert"></toggle-on-submit>
       <%= f.fields_for :preferences, Struct.new(:bcc_completed).new(@template.preferences['bcc_completed']) do |ff| %>
@@ -117,7 +118,7 @@
           <%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
             <toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
             <% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
-            <%= f.fields_for :preferences, Struct.new(:documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit).new(@template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false) do |ff| %>
+            <%= f.fields_for :preferences, Struct.new(:documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit, :documents_copy_email_attach_documents).new(@template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['documents_copy_email_attach_documents'] != false) do |ff| %>
               <div class="form-control">
                 <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
                 <%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
@@ -133,6 +134,12 @@
                   <%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
                 </autoresize-textarea>
               </div>
+              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
+                <span>
+                  <%= t('attach_documents_to_the_email') %>
+                </span>
+                <%= ff.check_box :documents_copy_email_attach_documents, { checked: ff.object.documents_copy_email_attach_documents != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
+              </div>
               <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
                 <span>
                   <%= t('attach_audit_log_pdf_to_the_email') %>
@@ -180,24 +187,24 @@
                   <%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
                 </autoresize-textarea>
               </div>
-              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
-                <span>
-                  <%= t('send_emails_automatically_on_completion') %>
-                </span>
-                <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
-              </div>
               <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
                 <span>
                   <%= t('attach_documents_to_the_email') %>
                 </span>
                 <%= ff.check_box :completed_notification_email_attach_documents, { checked: ff.object.completed_notification_email_attach_documents != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
               </div>
-              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+              <div class="flex items-center justify-between pt-2.5 px-1 mb-2">
                 <span>
                   <%= t('attach_audit_log_pdf_to_the_email') %>
                 </span>
                 <%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
               </div>
+              <div class="flex items-center justify-between py-2.5 px-1 mb-2">
+                <span>
+                  <%= t('send_emails_automatically_on_completion') %>
+                </span>
+                <%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
+              </div>
             <% end %>
             <div class="form-control pt-2">
               <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>

config/database.yml

@@ -19,6 +19,9 @@ production:
   username: <%= ENV['DATABASE_USER'] %>
   password: <%= ENV['DATABASE_PASSWORD'] %>
   database: <%= ENV['DATABASE_NAME'] %>
+  <% if !ENV['DATABASE_SEARCH_PATH'].to_s.empty? %>
+  search_path: <%= ENV['DATABASE_SEARCH_PATH'] %>
+  <% end %>
 <% elsif ENV['DATABASE_URL'].to_s.empty? %>
   adapter: sqlite3
   database: <%= ENV['WORKDIR'] || '.' %>/db.sqlite3

config/initializers/active_storage.rb

@@ -12,11 +12,13 @@ end
 
 ActiveSupport.on_load(:active_storage_blob) do
   attribute :uuid, :string, default: -> { SecureRandom.uuid }
+  attribute :io_data, :string, default: ''
 
-  def self.proxy_url(blob, expires_at: nil)
+  def self.proxy_url(blob, expires_at: nil, filename: nil, host: nil)
     Rails.application.routes.url_helpers.blobs_proxy_url(
-      signed_uuid: blob.signed_uuid(expires_at:), filename: blob.filename,
+      signed_uuid: blob.signed_uuid(expires_at:), filename: filename || blob.filename,
-      **Docuseal.default_url_options
+      **Docuseal.default_url_options,
+      **{ host: }.compact
     )
   end
 

config/locales/i18n.yml

@@ -22,6 +22,18 @@ en: &en
   thanks: Thanks
   unarchive: Unarchive
   first_party: 'First Party'
+  remove_filter: Remove filter
+  add: Add
+  adding: Adding
+  owner: Owner
+  select_user: Select user
+  team_member_permissions: Team member permissions
+  entire_team: Entire team
+  admin_only: Admin only
+  accessiable_by: Accessiable by
+  team_access: Team access
+  document_download_filename_format: Document download filename format
+  document_name: Document Name
   docuseal_trusted_signature: DocuSeal Trusted Signature
   hello_name: Hello %{name}
   you_are_invited_to_product_name: You are invited to %{product_name}
@@ -344,7 +356,7 @@ en: &en
   edit_message: Edit message
   smtp_not_configured: SMTP not Configured
   configure_smtp_settings_in_order_to_send_emails_: 'Configure SMTP settings in order to send emails:'
-  go_to_smtp_setting: Go to SMTP setting
+  go_to_smtp_settings: Go to SMTP settings
   save_as_default_template_message: Save as default template message
   re_send_sms: Re-send SMS
   send_sms: Send SMS
@@ -615,11 +627,13 @@ en: &en
   stamp_field: Stamp Field
   payment_field: Payment Field
   phone_field: Phone Field
+  verification_field: Identity Verification
+  identity_verification: Identity verification
   paid_price: 'Paid %{price}'
   verified: Verified
   unverified: Unverified
   document: Document
-  completed_at: Completed At
+  completed_at: Completed at
   edit_recipient: Edit Recipient
   update_recipient: Update Recipient
   use_international_format_1xxx_: 'Use internatioanl format: +1xxx...'
@@ -631,6 +645,21 @@ en: &en
   key: Key
   value: Value
   webhook_secret: Webhook Secret
+  author: Author
+  to: To
+  created_at: Created at
+  apply: Apply
+  applying: Applying
+  today: Today
+  yesterday: Yesterday
+  this_week: This week
+  last_week: Last week
+  this_month: This month
+  last_month: Last month
+  this_year: This year
+  policy_links: Policy Links
+  markdown_content_e_g: Markdown content, e.g.
+  privacy_policy: Privacy Policy
   submission_event_names:
     send_email_to_html: '<b>Email sent</b> to %{submitter_name}'
     send_reminder_email_to_html: '<b>Reminder email sent</b> to %{submitter_name}'
@@ -644,6 +673,8 @@ en: &en
     view_form_by_html: '<b>Form viewed</b> by %{submitter_name}'
     invite_party_by_html: '<b>Invited</b> %{invited_submitter_name} by %{submitter_name}'
     complete_form_by_html: '<b>Submission completed</b> by %{submitter_name}'
+    start_verification_by_html: '<b>Identity verification started</b> by %{submitter_name}'
+    complete_verification_by_html: '<b>Identity verification completed</b> by %{submitter_name} with %{provider}'
     api_complete_form_by_html: '<b>Submission completed via API</b> by %{submitter_name}'
   import_list:
     select_worksheet: Select Worksheet
@@ -667,6 +698,18 @@ en: &en
       read: Read your data
 
 es: &es
+  add: Agregar
+  adding: Agregando
+  owner: Propietario
+  select_user: Seleccionar usuario
+  team_member_permissions: Permisos de miembros del equipo
+  entire_team: Todo el equipo
+  admin_only: Solo administrador
+  accessiable_by: Accesible por
+  team_access: Acceso del equipo
+  remove_filter: Eliminar filtro
+  document_download_filename_format: Formato del nombre del archivo de descarga del documento
+  document_name: Nombre del documento
   unarchive: Desarchivar
   awaiting_completion_by_the_other_party: "Esperando la finalización por la otra parte"
   enforce_recipients_order: 'Hacer cumplir el orden de los destinatarios'
@@ -993,7 +1036,7 @@ es: &es
   edit_message: Editar mensaje
   smtp_not_configured: SMTP no configurado
   configure_smtp_settings_in_order_to_send_emails_: 'Configura los ajustes de SMTP para enviar correos electrónicos:'
-  go_to_smtp_setting: Ir a la configuración de SMTP
+  go_to_smtp_settings: Ir a la configuración de SMTP
   save_as_default_template_message: Guardar como mensaje de plantilla predeterminado
   re_send_sms: Reenviar SMS
   send_sms: Enviar SMS
@@ -1264,6 +1307,8 @@ es: &es
   stamp_field: Campo de Sello
   payment_field: Campo de Pago
   phone_field: Campo de Teléfono
+  verification_field: Verificación de Identidad
+  identity_verification: Verificación de Identidad
   paid_price: 'Pagado %{price}'
   verified: Verificado
   unverified: No verificado
@@ -1280,6 +1325,21 @@ es: &es
   key: Clave
   value: Valor
   webhook_secret: Secreto del Webhook
+  author: Autor
+  to: A
+  created_at: Creado el
+  apply: Aplicar
+  applying: Aplicando
+  today: Hoy
+  yesterday: Ayer
+  this_week: Esta Semana
+  last_week: La Semana Pasada
+  this_month: Este Mes
+  last_month: El Mes Pasado
+  this_year: Este Año
+  policy_links: Enlaces de Políticas
+  markdown_content_e_g: Contenido Markdown, por ej.
+  privacy_policy: Política de Privacidad
   submission_event_names:
     send_email_to_html: '<b>Correo electrónico enviado</b> a %{submitter_name}'
     send_reminder_email_to_html: '<b>Correo de recordatorio enviado</b> a %{submitter_name}'
@@ -1294,6 +1354,8 @@ es: &es
     invite_party_by_html: '<b>Invitado</b> %{invited_submitter_name} por %{submitter_name}'
     complete_form_by_html: '<b>Envío completado</b> por %{submitter_name}'
     api_complete_form_by_html: '<b>Envío completado vía API</b> por %{submitter_name}'
+    start_verification_by_html: '<b>Verificación de identidad iniciada</b> por %{submitter_name}'
+    complete_verification_by_html: '<b>Verificación de identidad completada</b> por %{submitter_name} con %{provider}'
   import_list:
     select_worksheet: Seleccionar hoja de cálculo
     open: Abrir
@@ -1316,6 +1378,18 @@ es: &es
       read: Leer tus datos
 
 it: &it
+  add: Aggiungi
+  adding: Aggiungendo
+  owner: Proprietario
+  select_user: Seleziona utente
+  team_member_permissions: Permessi membri del team
+  entire_team: Intero team
+  admin_only: Solo amministratore
+  accessiable_by: Accessibile da
+  team_access: Accesso al team
+  remove_filter: Rimuovi filtro
+  document_download_filename_format: Formato del nome file scaricato
+  document_name: Nome del Documento
   unarchive: Ripristina
   awaiting_completion_by_the_other_party: "In attesa di completamento da parte dell'altra parte"
   enforce_recipients_order: Aplicar el orden de los destinatarios
@@ -1642,7 +1716,7 @@ it: &it
   edit_message: Modifica messaggio
   smtp_not_configured: SMTP non configurato
   configure_smtp_settings_in_order_to_send_emails_: 'Configura le impostazioni SMTP per inviare email:'
-  go_to_smtp_setting: Vai alle impostazioni SMTP
+  go_to_smtp_settings: Vai alle impostazioni SMTP
   save_as_default_template_message: Salva come messaggio modello predefinito
   re_send_sms: Reinvio SMS
   send_sms: Invia SMS
@@ -1913,6 +1987,8 @@ it: &it
   stamp_field: Campo Timbro
   payment_field: Campo Pagamento
   phone_field: Campo Telefono
+  verification_field: "Verifica dell'identità"
+  identity_verification: "Verifica dell'identità"
   paid_price: 'Pagato %{price}'
   verified: Verificato
   unverified: Non verificato
@@ -1929,6 +2005,21 @@ it: &it
   key: Chiave
   value: Valore
   webhook_secret: Segreto del Webhook
+  author: Autore
+  to: A
+  created_at: Creato il
+  apply: Applica
+  applying: Applicazione
+  today: Oggi
+  yesterday: Ieri
+  this_week: Questa Settimana
+  last_week: Settimana Scorsa
+  this_month: Questo Mese
+  last_month: Mese Scorso
+  this_year: "Quest'Anno"
+  policy_links: Collegamenti alle Politiche
+  markdown_content_e_g: Contenuto Markdown, ad es.
+  privacy_policy: Politica sulla Privacy
   submission_event_names:
     send_email_to_html: '<b>E-mail inviato</b> a %{submitter_name}'
     send_reminder_email_to_html: '<b>E-mail di promemoria inviato</b> a %{submitter_name}'
@@ -1943,6 +2034,8 @@ it: &it
     invite_party_by_html: '<b>Invitato</b> %{invited_submitter_name} da %{submitter_name}'
     complete_form_by_html: '<b>Invio completato</b> da %{submitter_name}'
     api_complete_form_by_html: '<b>Invio completato tramite API</b> da %{submitter_name}'
+    start_verification_by_html: "<b>Verifica dell'identità iniziata</b> da %{submitter_name}"
+    complete_verification_by_html: "<b>Verifica dell'identità completata</b> da %{submitter_name} con %{provider}"
   import_list:
     select_worksheet: Seleziona il foglio di lavoro
     open: Apri
@@ -1965,6 +2058,18 @@ it: &it
       read: Leggi i tuoi dati
 
 fr: &fr
+  add: Ajouter
+  adding: Ajout
+  owner: Propriétaire
+  select_user: Sélectionner un utilisateur
+  team_member_permissions: Permissions des membres de l'équipe
+  entire_team: Équipe entière
+  admin_only: Administrateur uniquement
+  accessiable_by: Accessible par
+  team_access: Accès à l'équipe
+  remove_filter: Supprimer le filtre
+  document_download_filename_format: Format du nom de fichier du téléchargement de document
+  document_name: Nom du document
   unarchive: Désarchiver
   awaiting_completion_by_the_other_party: "En attente de la complétion par l'autre partie"
   enforce_recipients_order: "Respecter l'ordre des destinataires"
@@ -2292,7 +2397,7 @@ fr: &fr
   edit_message: Modifier le message
   smtp_not_configured: SMTP non configuré
   configure_smtp_settings_in_order_to_send_emails_: 'Configurez les paramètres SMTP pour envoyer des e-mails:'
-  go_to_smtp_setting: Aller aux paramètres SMTP
+  go_to_smtp_settings: Aller aux paramètres SMTP
   save_as_default_template_message: Enregistrer comme modèle de message par défaut
   re_send_sms: Renvoyer le SMS
   send_sms: Envoyer SMS
@@ -2563,6 +2668,8 @@ fr: &fr
   stamp_field: Champ de Tampon
   payment_field: Champ de Paiement
   phone_field: Champ de Téléphone
+  verification_field: "Vérification d'Identité"
+  identity_verification: "Vérification d'identité"
   paid_price: 'Payé %{price}'
   verified: Vérifié
   unverified: Non vérifié
@@ -2579,6 +2686,21 @@ fr: &fr
   key: Clé
   value: Valeur
   webhook_secret: Secret du Webhook
+  author: Auteur
+  to: À
+  created_at: Créé le
+  apply: Appliquer
+  applying: Application en cours
+  today: "Aujourd'hui"
+  yesterday: Hier
+  this_week: Cette Semaine
+  last_week: La Semaine Dernière
+  this_month: Ce Mois-ci
+  last_month: Le Mois Dernier
+  this_year: Cette Année
+  policy_links: Liens des Politiques
+  markdown_content_e_g: Contenu Markdown, par ex.
+  privacy_policy: Politique de Confidentialité
   submission_event_names:
     send_email_to_html: '<b>E-mail envoyé</b> à %{submitter_name}'
     send_reminder_email_to_html: '<b>E-mail de rappel envoyé</b> à %{submitter_name}'
@@ -2592,6 +2714,8 @@ fr: &fr
     view_form_by_html: '<b>Formulaire consulté</b> par %{submitter_name}'
     invite_party_by_html: '<b>Invité</b> %{invited_submitter_name} par %{submitter_name}'
     complete_form_by_html: '<b>Soumission terminée</b> par %{submitter_name}'
+    start_verification_by_html: "<b>Vérification d'identité commencée</b> par %{submitter_name}"
+    complete_verification_by_html: "<b>Vérification d'identité terminée</b> par %{submitter_name} avec %{provider}"
     api_complete_form_by_html: "<b>Soumission terminée via l'API</b> par %{submitter_name}"
   import_list:
     select_worksheet: Sélectionner la feuille de calcul
@@ -2615,6 +2739,18 @@ fr: &fr
       read: Lire vos données
 
 pt: &pt
+  add: Adicionar
+  adding: Adicionando
+  owner: Proprietário
+  select_user: Selecionar usuário
+  team_member_permissions: Permissões de membro da equipe
+  entire_team: Toda a equipe
+  admin_only: Somente administrador
+  accessiable_by: Acessível por
+  team_access: Acesso à equipe
+  remove_filter: Remover filtro
+  document_download_filename_format: Formato do nome do arquivo de download do documento
+  document_name: Nome do documento
   unarchive: Desarquivar
   awaiting_completion_by_the_other_party: "Aguardando a conclusão pela outra parte"
   enforce_recipients_order: 'Forçar a ordem dos recipientes'
@@ -2941,7 +3077,7 @@ pt: &pt
   edit_message: Editar mensagem
   smtp_not_configured: SMTP não configurado
   configure_smtp_settings_in_order_to_send_emails_: 'Configure as configurações de SMTP para enviar e-mails:'
-  go_to_smtp_setting: Ir para a configuração de SMTP
+  go_to_smtp_settings: Ir para a configuração de SMTP
   save_as_default_template_message: Salvar como mensagem de modelo padrão
   re_send_sms: Reenviar SMS
   send_sms: Enviar SMS
@@ -3212,6 +3348,8 @@ pt: &pt
   stamp_field: Campo de Carimbo
   payment_field: Campo de Pagamento
   phone_field: Campo de Telefone
+  verification_field: "Verificação de Identidade"
+  identity_verification: "Verificação de identidade"
   paid_price: 'Pago %{price}'
   verified: Verificado
   unverified: Não verificado
@@ -3228,6 +3366,21 @@ pt: &pt
   key: Chave
   value: Valor
   webhook_secret: Segredo do Webhook
+  author: Autor
+  to: Para
+  created_at: Criado em
+  apply: Aplicar
+  applying: Aplicando
+  today: Hoje
+  yesterday: Ontem
+  this_week: Esta Semana
+  last_week: Semana Passada
+  this_month: Este Mês
+  last_month: Mês Passado
+  this_year: Este Ano
+  policy_links: Links de Políticas
+  markdown_content_e_g: Conteúdo Markdown, ex.
+  privacy_policy: Política de Privacidade
   submission_event_names:
     send_email_to_html: '<b>E-mail enviado</b> para %{submitter_name}'
     send_reminder_email_to_html: '<b>E-mail de lembrete enviado</b> para %{submitter_name}'
@@ -3241,6 +3394,8 @@ pt: &pt
     view_form_by_html: '<b>Formulário visualizado</b> por %{submitter_name}'
     invite_party_by_html: '<b>Convidado</b> %{invited_submitter_name} por %{submitter_name}'
     complete_form_by_html: '<b>Submissão concluída</b> por %{submitter_name}'
+    start_verification_by_html: '<b>Verificação de identidade iniciada</b> por %{submitter_name}'
+    complete_verification_by_html: '<b>Verificação de identidade concluída</b> por %{submitter_name} com %{provider}'
     api_complete_form_by_html: '<b>Submissão concluída via API</b> por %{submitter_name}'
   import_list:
     select_worksheet: Selecionar planilha
@@ -3264,6 +3419,18 @@ pt: &pt
       read: Ler seus dados
 
 de: &de
+  add: Hinzufügen
+  adding: Hinzufügen
+  owner: Eigentümer
+  select_user: Benutzer auswählen
+  team_member_permissions: Berechtigungen für Teammitglieder
+  entire_team: Gesamtes Team
+  admin_only: Nur Administratoren
+  accessiable_by: Zugänglich für
+  team_access: Teamzugang
+  remove_filter: Filter entfernen
+  document_download_filename_format: Format des Dateinamens beim Herunterladen von Dokumenten
+  document_name: Dokumentname
   unarchive: Wiederherstellen
   awaiting_completion_by_the_other_party: "Warten auf die Fertigstellung durch die andere Partei"
   enforce_recipients_order: 'Empfängerreihenfolge durchsetzen'
@@ -3590,7 +3757,7 @@ de: &de
   edit_message: Nachricht bearbeiten
   smtp_not_configured: SMTP nicht konfiguriert
   configure_smtp_settings_in_order_to_send_emails_: 'Konfiguriere die SMTP-Einstellungen, um E-Mails zu senden:'
-  go_to_smtp_setting: Zu den SMTP-Einstellungen gehen
+  go_to_smtp_settings: Zu den SMTP-Einstellungen gehen
   save_as_default_template_message: Als Standardvorlage speichern
   re_send_sms: SMS erneut senden
   send_sms: SMS senden
@@ -3861,6 +4028,8 @@ de: &de
   stamp_field: Stempelfeld
   payment_field: Zahlungsfeld
   phone_field: Telefonfeld
+  verification_field: Identitätsüberprüfung
+  identity_verification: Identitätsüberprüfung
   paid_price: 'Bezahlt %{price}'
   verified: Verifiziert
   unverified: Nicht verifiziert
@@ -3877,6 +4046,21 @@ de: &de
   key: Schlüssel
   value: Wert
   webhook_secret: Webhook-Geheimnis
+  author: Autor
+  to: An
+  created_at: Erstellt am
+  apply: Anwenden
+  applying: Anwenden
+  today: Heute
+  yesterday: Gestern
+  this_week: Diese Woche
+  last_week: Letzte Woche
+  this_month: Dieser Monat
+  last_month: Letzter Monat
+  this_year: Dieses Jahr
+  policy_links: Richtlinien-Links
+  markdown_content_e_g: Markdown-Inhalt, z. B.
+  privacy_policy: Datenschutzrichtlinie
   submission_event_names:
     send_email_to_html: '<b>E-Mail gesendet</b> an %{submitter_name}'
     send_reminder_email_to_html: '<b>Erinnerungs-E-Mail gesendet</b> an %{submitter_name}'
@@ -3890,6 +4074,8 @@ de: &de
     view_form_by_html: '<b>Formular angesehen</b> von %{submitter_name}'
     invite_party_by_html: '<b>Eingeladen</b> %{invited_submitter_name} von %{submitter_name}'
     complete_form_by_html: '<b>Einreichung abgeschlossen</b> von %{submitter_name}'
+    start_verification_by_html: '<b>Identitätsüberprüfung gestartet</b> von %{submitter_name}'
+    complete_verification_by_html: '<b>Identitätsüberprüfung abgeschlossen</b> von %{submitter_name} mit %{provider}'
     api_complete_form_by_html: '<b>Einreichung über API abgeschlossen</b> von %{submitter_name}'
   import_list:
     select_worksheet: Arbeitsblatt auswählen

config/routes.rb

@@ -90,6 +90,7 @@ Rails.application.routes.draw do
   resources :folders, only: %i[show edit update destroy], controller: 'template_folders'
   resources :template_sharings_testing, only: %i[create]
   resources :templates, only: %i[index], controller: 'templates_dashboard'
+  resources :submissions_filters, only: %i[show], param: 'name'
   resources :templates, only: %i[new create edit update show destroy] do
     resource :debug, only: %i[show], controller: 'templates_debug' if Rails.env.development?
     resources :documents, only: %i[create], controller: 'template_documents'

db/migrate/20241207172237_create_template_accesses.rb

@@ -0,0 +1,14 @@
+# frozen_string_literal: true
+
+class CreateTemplateAccesses < ActiveRecord::Migration[7.2]
+  def change
+    create_table :template_accesses do |t|
+      t.references :template, null: false, foreign_key: true, index: false
+      t.references :user, null: false, foreign_key: false, index: false
+
+      t.index %i[template_id user_id], unique: true
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_10_29_192232) do
+ActiveRecord::Schema[7.2].define(version: 2024_12_07_172237) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -275,6 +275,14 @@ ActiveRecord::Schema[7.2].define(version: 2024_10_29_192232) do
     t.index ["submission_id"], name: "index_submitters_on_submission_id"
   end
 
+  create_table "template_accesses", force: :cascade do |t|
+    t.bigint "template_id", null: false
+    t.bigint "user_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["template_id", "user_id"], name: "index_template_accesses_on_template_id_and_user_id", unique: true
+  end
+
   create_table "template_folders", force: :cascade do |t|
     t.string "name", null: false
     t.bigint "author_id", null: false
@@ -393,6 +401,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_10_29_192232) do
   add_foreign_key "submissions", "templates"
   add_foreign_key "submissions", "users", column: "created_by_user_id"
   add_foreign_key "submitters", "submissions"
+  add_foreign_key "template_accesses", "templates"
   add_foreign_key "template_folders", "accounts"
   add_foreign_key "template_folders", "users", column: "author_id"
   add_foreign_key "template_sharings", "templates"