Merge from docusealco/wip

.annotaterb.yml

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

.github/workflows/ci.yml

@@ -77,6 +77,33 @@ jobs:
         run: |
           ./node_modules/eslint/bin/eslint.js "app/javascript/**/*.js"
 
+  brakeman:
+    name: Brakeman
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - name: Install Ruby
+        uses: ruby/setup-ruby@v1
+        with:
+          ruby-version: 3.4.1
+      - name: Cache gems
+        uses: actions/cache@v4
+        with:
+          path: vendor/bundle
+          key: ${{ runner.os }}-gem-${{ hashFiles('**/Gemfile.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-gem-
+      - name: Install gems
+        run: |
+          gem install bundler
+          bundle config path vendor/bundle
+          bundle install --jobs 4 --retry 4
+          yarn install
+          sudo apt-get update
+          sudo apt-get install libvips
+      - name: Run Brakeman
+        run: bundle exec brakeman -q --exit-on-warn
+
   rspec:
     name: RSpec
     runs-on: ubuntu-latest

Gemfile

@@ -46,7 +46,6 @@ gem 'twitter_cldr', require: false
 gem 'tzinfo-data'
 
 group :development, :test do
-  gem 'annotate'
   gem 'better_html'
   gem 'bullet'
   gem 'debug'
@@ -63,6 +62,9 @@ group :development, :test do
 end
 
 group :development do
+  gem 'annotaterb'
+  gem 'brakeman', require: false
+  gem 'foreman', require: false
   gem 'letter_opener_web'
   gem 'web-console'
 end

Gemfile.lock

@@ -74,9 +74,7 @@ GEM
       uri (>= 0.13.1)
     addressable (2.8.7)
       public_suffix (>= 2.0.2, < 7.0)
-    annotate (2.6.5)
-      activerecord (>= 2.3.0)
-      rake (>= 0.8.7)
+    annotaterb (4.14.0)
     arabic-letter-connector (0.1.1)
     ast (2.4.2)
     aws-eventstream (1.3.0)
@@ -120,6 +118,8 @@ GEM
     bindex (0.8.1)
     bootsnap (1.18.4)
       msgpack (~> 1.2)
+    brakeman (7.0.0)
+      racc
     builder (3.3.0)
     bullet (8.0.0)
       activesupport (>= 3.0.0)
@@ -229,6 +229,7 @@ GEM
     ffi (1.17.1-arm64-darwin)
     ffi (1.17.1-x86_64-linux-gnu)
     ffi (1.17.1-x86_64-linux-musl)
+    foreman (0.88.1)
     geom2d (0.4.1)
     globalid (1.2.1)
       activesupport (>= 6.1)
@@ -337,18 +338,18 @@ GEM
     net-smtp (0.5.0)
       net-protocol
     nio4r (2.7.4)
-    nokogiri (1.18.3)
+    nokogiri (1.18.5)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.18.3-aarch64-linux-gnu)
+    nokogiri (1.18.5-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.3-aarch64-linux-musl)
+    nokogiri (1.18.5-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.18.3-arm64-darwin)
+    nokogiri (1.18.5-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.3-x86_64-linux-gnu)
+    nokogiri (1.18.5-x86_64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.3-x86_64-linux-musl)
+    nokogiri (1.18.5-x86_64-linux-musl)
       racc (~> 1.4)
     oj (3.16.8)
       bigdecimal (>= 3.0)
@@ -386,7 +387,7 @@ GEM
     puma (6.5.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.10)
+    rack (3.1.12)
     rack-proxy (0.7.7)
       rack
     rack-session (2.0.0)
@@ -558,7 +559,7 @@ GEM
       unicode-emoji (~> 4.0, >= 4.0.4)
     unicode-emoji (4.0.4)
     uniform_notifier (1.16.0)
-    uri (1.0.2)
+    uri (1.0.3)
     useragent (0.16.11)
     warden (1.2.9)
       rack (>= 2.0.9)
@@ -588,13 +589,14 @@ PLATFORMS
   x86_64-linux-musl
 
 DEPENDENCIES
-  annotate
+  annotaterb
   arabic-letter-connector
   aws-sdk-s3
   aws-sdk-secretsmanager
   azure-storage-blob
   better_html
   bootsnap
+  brakeman
   bullet
   cancancan
   capybara
@@ -610,6 +612,7 @@ DEPENDENCIES
   faker
   faraday
   faraday-follow_redirects
+  foreman
   google-cloud-storage
   hexapdf
   image_processing

app/controllers/account_configs_controller.rb

@@ -39,7 +39,7 @@ class AccountConfigsController < ApplicationController
   end
 
   def account_config_params
-    params.required(:account_config).permit!.tap do |attrs|
+    params.required(:account_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
       attrs[:value] = attrs[:value] == '1' if attrs[:value].in?(%w[1 0])
     end
   end

app/controllers/api/submissions_controller.rb

@@ -179,7 +179,7 @@ module Api
           message: %i[subject body],
           submitters: [[:send_email, :send_sms, :completed_redirect_url, :uuid, :name, :email, :role,
                         :completed, :phone, :application_key, :external_id, :reply_to, :go_to_last,
-                        { metadata: {}, values: {}, readonly_fields: [], message: %i[subject body],
+                        { metadata: {}, values: {}, roles: [], readonly_fields: [], message: %i[subject body],
                           fields: [:name, :uuid, :default_value, :value, :title, :description,
                                    :readonly, :validation_pattern, :invalid_message,
                                    { default_value: [], value: [], preferences: {} }] }]]

app/controllers/notifications_settings_controller.rb

@@ -39,7 +39,7 @@ class NotificationsSettingsController < ApplicationController
   end
 
   def email_config_params
-    params.require(:account_config).permit!.tap do |attrs|
+    params.require(:account_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
       attrs[:key] = nil unless attrs[:key].in?([AccountConfig::BCC_EMAILS, AccountConfig::SUBMITTER_REMINDERS])
     end
   end

app/controllers/personalization_settings_controller.rb

@@ -50,7 +50,7 @@ class PersonalizationSettingsController < ApplicationController
   end
 
   def account_config_params
-    attrs = params.require(:account_config).permit!
+    attrs = params.require(:account_config).permit(:key, :value, { value: {} }, { value: [] })
 
     return attrs if attrs[:value].is_a?(String)
 

app/controllers/start_form_controller.rb

@@ -25,7 +25,7 @@ class StartFormController < ApplicationController
       redirect_to start_form_completed_path(@template.slug, email: submitter_params[:email])
     else
       if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
-        @error_message = I18n.t('not_found')
+        @error_message = multiple_submitters_error_message
 
         return render :show
       end
@@ -117,4 +117,12 @@ class StartFormController < ApplicationController
 
     @template = Template.find_by!(slug:)
   end
+
+  def multiple_submitters_error_message
+    if current_user&.account_id == @template.account_id
+      helpers.t('this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html')
+    else
+      I18n.t('not_found')
+    end
+  end
 end

app/controllers/submissions_preview_controller.rb

@@ -20,7 +20,7 @@ class SubmissionsPreviewController < ApplicationController
 
     @submission ||= Submission.find_by!(slug: params[:slug])
 
-    raise ActionController::RoutingError if @submission.account.archived_at?
+    raise ActionController::RoutingError, I18n.t('not_found') if @submission.account.archived_at?
 
     if !@submission.submitters.all?(&:completed_at?) && !signature_valid &&
        (!current_user || !current_ability.can?(:read, @submission))

app/controllers/templates_debug_controller.rb

@@ -6,9 +6,10 @@ class TemplatesDebugController < ApplicationController
   def show
     attachment = @template.documents.first
 
-    pdf = HexaPDF::Document.new(io: StringIO.new(attachment.download))
+    data = attachment.download
+    pdf = HexaPDF::Document.new(io: StringIO.new(data))
 
-    fields = Templates::FindAcroFields.call(pdf, attachment)
+    fields = Templates::FindAcroFields.call(pdf, attachment, data)
 
     attachment.metadata['pdf'] ||= {}
     attachment.metadata['pdf']['fields'] = fields

app/controllers/user_configs_controller.rb

@@ -26,7 +26,7 @@ class UserConfigsController < ApplicationController
   end
 
   def user_config_params
-    params.required(:user_config).permit!.tap do |attrs|
+    params.required(:user_config).permit(:key, :value, { value: {} }, { value: [] }).tap do |attrs|
       attrs[:value] = attrs[:value] == '1' if attrs[:value].in?(%w[1 0])
     end
   end

app/controllers/users_controller.rb

@@ -45,17 +45,16 @@ class UsersController < ApplicationController
     return redirect_to settings_users_path, notice: I18n.t('unable_to_update_user') if Docuseal.demo?
 
     attrs = user_params.compact_blank.merge(user_params.slice(:archived_at))
-    attrs.delete(:role) if !role_valid?(attrs[:role]) || current_user == @user
 
     if params.dig(:user, :account_id).present?
-      account = Account.accessible_by(current_ability).find(params[:user][:account_id])
+      account = Account.accessible_by(current_ability).find(params.dig(:user, :account_id))
 
       authorize!(:manage, account)
 
       @user.account = account
     end
 
-    if @user.update(attrs)
+    if @user.update(attrs.except(current_user == @user ? :role : nil))
       redirect_back fallback_location: settings_users_path, notice: I18n.t('user_has_been_updated')
     else
       render turbo_stream: turbo_stream.replace(:modal, template: 'users/edit'), status: :unprocessable_entity
@@ -84,8 +83,11 @@ class UsersController < ApplicationController
 
   def user_params
     if params.key?(:user)
-      params.require(:user).permit(:email, :first_name, :last_name, :password,
-                                   :role, :archived_at, :account_id)
+      permitted_params = %i[email first_name last_name password archived_at]
+
+      permitted_params << :role if role_valid?(params.dig(:user, :role))
+
+      params.require(:user).permit(permitted_params)
     else
       {}
     end

app/javascript/submission_form/area.vue

@@ -1,9 +1,9 @@
 <template>
   <div
-    class="field-area flex absolute lg:text-base -outline-offset-1"
+    class="flex absolute lg:text-base -outline-offset-1 field-area"
     dir="auto"
     :style="computedStyle"
-    :class="{ 'font-mono': field.preferences?.font === 'Courier', 'font-serif': field.preferences?.font === 'Times', 'text-[1.6vw] lg:text-base': !textOverflowChars, 'text-[1.0vw] lg:text-xs': textOverflowChars, 'cursor-default': !submittable, 'border border-red-100 bg-red-100 cursor-pointer': submittable, 'border border-red-100': !isActive && submittable, 'bg-opacity-80': !isActive && !isValueSet && submittable, 'field-area-active outline-red-500 outline-dashed outline-2 z-10': isActive && submittable, 'bg-opacity-40': (isActive || isValueSet) && submittable }"
+    :class="{ 'text-[1.6vw] lg:text-base': !textOverflowChars, 'text-[1.0vw] lg:text-xs': textOverflowChars, 'cursor-default': !submittable, 'border border-red-100 bg-red-100 cursor-pointer': submittable, 'border border-red-100': !isActive && submittable, 'bg-opacity-80': !isActive && !isValueSet && submittable, 'outline-red-500 outline-dashed outline-2 z-10 field-area-active': isActive && submittable, 'bg-opacity-40': (isActive || isValueSet) && submittable }"
   >
     <div
       v-if="(!withFieldPlaceholder || !field.name || field.type === 'cells') && !isActive && !isValueSet && field.type !== 'checkbox' && submittable && !area.option_uuid"
@@ -168,7 +168,7 @@
     <div
       v-else-if="field.type === 'cells'"
       class="w-full flex items-center"
-      :class="{ 'justify-end': field.preferences?.align === 'right' }"
+      :class="{ 'justify-end': field.preferences?.align === 'right', ...fontClasses }"
     >
       <div
         v-for="(char, index) in modelValue"
@@ -184,7 +184,7 @@
       ref="textContainer"
       dir="auto"
       class="flex items-center px-0.5 w-full"
-      :class="alignClasses[field.preferences?.align]"
+      :class="{ ...alignClasses, ...fontClasses }"
     >
       <span
         v-if="field && field.name && withFieldPlaceholder && !modelValue && modelValue !== 0"
@@ -326,10 +326,26 @@ export default {
       }
     },
     alignClasses () {
+      if (!this.field.preferences) {
+        return {}
+      }
+
       return {
-        center: 'text-center',
-        left: 'text-left',
-        right: 'text-right'
+        'text-center': this.field.preferences.align === 'center',
+        'text-left': this.field.preferences.align === 'left',
+        'text-right': this.field.preferences.align === 'right'
+      }
+    },
+    fontClasses () {
+      if (!this.field.preferences) {
+        return {}
+      }
+
+      return {
+        'font-mono': this.field.preferences.font === 'Courier',
+        'font-serif': this.field.preferences.font === 'Times',
+        'font-bold': ['bold_italic', 'bold'].includes(this.field.preferences.font_type),
+        italic: ['bold_italic', 'italic'].includes(this.field.preferences.font_type)
       }
     },
     option () {

app/javascript/submission_form/attachment_step.vue

@@ -13,7 +13,7 @@
         >
         <a
           v-if="val"
-          class="flex items-center space-x-1.5 w-full"
+          class="flex items-center space-x-1.5 w-full attachment-file-name"
           :href="attachmentsIndex[val].url"
           target="_blank"
         >
@@ -26,7 +26,10 @@
             {{ attachmentsIndex[val].filename }}
           </span>
         </a>
-        <button @click.prevent="removeAttachment(val)">
+        <button
+          class="remove-attachment-button"
+          @click.prevent="removeAttachment(val)"
+        >
           <IconTrashX
             :width="18"
             :heigh="19"
@@ -44,7 +47,7 @@
     <div
       v-if="field.description && !modelValue.length"
       dir="auto"
-      class="mb-3 px-1"
+      class="mb-3 px-1 field-description-text"
     >
       <MarkdownContent :string="field.description" />
     </div>

app/javascript/submission_form/completed.vue

@@ -1,7 +1,7 @@
 <template>
   <div
     id="form_completed"
-    class="mx-auto max-w-md flex flex-col"
+    class="mx-auto max-w-md flex flex-col completed-form"
     dir="auto"
   >
     <div class="font-medium text-2xl flex items-center space-x-1.5 mx-auto">
@@ -10,13 +10,13 @@
         :width="30"
         :height="30"
       />
-      <span>
+      <span class="completed-form-message-title">
         {{ completedMessage.title || (hasSignatureFields ? (hasMultipleDocuments ? t('documents_have_been_signed') : t('document_has_been_signed')) : t('form_has_been_completed')) }}
       </span>
     </div>
     <div
       v-if="completedMessage.body"
-      class="mt-2"
+      class="mt-2 completed-form-message-body"
     >
       <MarkdownContent
         :string="completedMessage.body"
@@ -27,7 +27,7 @@
         v-if="completedButton.url"
         :href="sanitizeHref(completedButton.url)"
         rel="noopener noreferrer nofollow"
-        class="white-button flex items-center w-full"
+        class="white-button flex items-center w-full completed-form-completed-button"
       >
         <span>
           {{ completedButton.title || 'Back to Website' }}
@@ -35,7 +35,7 @@
       </a>
       <button
         v-if="canSendEmail && !isDemo && withSendCopyButton"
-        class="white-button !h-auto flex items-center space-x-1 w-full"
+        class="white-button !h-auto flex items-center space-x-1 w-full completed-form-send-copy-button"
         :disabled="isSendingCopy"
         @click.prevent="sendCopyToEmail"
       >
@@ -50,7 +50,7 @@
       </button>
       <button
         v-if="!isWebView && withDownloadButton"
-        class="base-button flex items-center space-x-1 w-full"
+        class="base-button flex items-center space-x-1 w-full completed-form-download-button"
         :disabled="isDownloading"
         @click.prevent="download"
       >

app/javascript/submission_form/date_step.vue

@@ -7,7 +7,7 @@
       <label
         v-if="showFieldNames"
         :for="field.uuid"
-        class="label text-xl sm:text-2xl py-0"
+        class="label text-xl sm:text-2xl py-0 field-name-label"
       >
         <MarkdownContent
           v-if="field.title"
@@ -26,7 +26,7 @@
         </template>
       </label>
       <button
-        class="btn btn-outline btn-sm !normal-case font-normal"
+        class="btn btn-outline btn-sm !normal-case font-normal set-current-date-button"
         @click.prevent="[setCurrentDate(), $emit('focus')]"
       >
         <IconCalendarCheck :width="16" />
@@ -35,7 +35,7 @@
     </div>
     <div
       v-if="field.description"
-      class="mb-3 px-1"
+      class="mb-3 px-1 field-description-text"
       dir="auto"
     >
       <MarkdownContent :string="field.description" />

app/javascript/submission_form/dropzone.vue

@@ -7,7 +7,7 @@
   >
     <label
       :for="inputId"
-      class="w-full relative bg-base-300 hover:bg-base-200 rounded-md border border-base-content border-dashed"
+      class="w-full relative bg-base-300 hover:bg-base-200 rounded-md border border-base-content border-dashed file-dropzone"
       :class="{ 'opacity-50': isLoading }"
     >
       <div class="absolute top-0 right-0 left-0 bottom-0 flex items-center justify-center">

app/javascript/submission_form/form.vue

@@ -67,7 +67,7 @@
   <button
     v-if="!isFormVisible"
     id="expand_form_button"
-    class="btn btn-neutral flex text-white absolute bottom-0 w-full mb-3"
+    class="btn btn-neutral flex text-white absolute bottom-0 w-full mb-3 expand-form-button"
     style="width: 96%; margin-left: 2%"
     @click.prevent="[isFormVisible = true, scrollIntoField(currentField)]"
   >
@@ -93,14 +93,14 @@
   <div
     v-show="isFormVisible"
     id="form_container"
-    class="shadow-md bg-base-100 absolute bottom-0 w-full border-base-200 border p-4 rounded"
+    class="shadow-md bg-base-100 absolute bottom-0 w-full border-base-200 border p-4 rounded form-container"
     :class="{ 'md:bottom-4': isBreakpointMd }"
     :style="{ backgroundColor: backgroundColor }"
   >
     <button
       v-if="!isCompleted"
       id="minimize_form_button"
-      class="absolute right-0 top-0"
+      class="absolute right-0 top-0 minimize-form-button"
       :class="currentField?.description?.length > 100 ? 'mr-1 mt-1 md:mr-2 md:mt-2': 'mr-2 mt-2 hidden md:block'"
       :title="t('minimize')"
       @click.prevent="minimizeForm"
@@ -119,7 +119,7 @@
         ref="form"
         :action="submitPath"
         method="post"
-        class="mx-auto"
+        class="mx-auto steps-form"
         :style="{ maxWidth: isBreakpointMd ? '582px' : '' }"
         @submit.prevent="submitStep"
       >
@@ -165,7 +165,7 @@
               v-if="showFieldNames && (currentField.name || currentField.title)"
               :for="currentField.uuid"
               dir="auto"
-              class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+              class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
               :class="{ 'mb-2': !currentField.description }"
             >
               <MarkdownContent
@@ -188,7 +188,7 @@
             <div
               v-if="currentField.description"
               dir="auto"
-              class="mb-3 px-1"
+              class="mb-3 px-1 field-description-text"
             >
               <MarkdownContent :string="currentField.description" />
             </div>
@@ -226,7 +226,7 @@
               v-if="showFieldNames && (currentField.name || currentField.title)"
               :for="currentField.uuid"
               dir="auto"
-              class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+              class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
               :class="{ 'mb-2': !currentField.description }"
             >
               <MarkdownContent
@@ -245,7 +245,7 @@
             <div
               v-if="currentField.description"
               dir="auto"
-              class="mb-3 px-1"
+              class="mb-3 px-1 field-description-text"
             >
               <MarkdownContent :string="currentField.description" />
             </div>
@@ -270,7 +270,7 @@
                 >
                   <label
                     :for="option.uuid"
-                    class="flex items-center space-x-3"
+                    class="flex items-center space-x-3 radio-label"
                   >
                     <input
                       :id="option.uuid"
@@ -304,7 +304,7 @@
             <div
               v-if="currentField.description"
               dir="auto"
-              class="mb-3 px-1"
+              class="mb-3 px-1 field-description-text"
             >
               <MarkdownContent :string="currentField.description" />
             </div>
@@ -338,7 +338,7 @@
                   >
                     <label
                       :for="field.uuid"
-                      class="flex items-center space-x-3"
+                      class="flex items-center space-x-3 checkbox-label"
                     >
                       <input
                         type="hidden"
@@ -481,7 +481,7 @@
             id="submit_form_button"
             ref="submitButton"
             type="submit"
-            class="base-button w-full flex justify-center"
+            class="base-button w-full flex justify-center submit-form-button"
             :disabled="isButtonDisabled"
           >
             <span class="flex">
@@ -533,13 +533,13 @@
         v-if="stepFields.length < 80"
         class="flex justify-center mt-3 sm:mt-4 mb-0 sm:mb-1"
       >
-        <div class="flex items-center flex-wrap">
+        <div class="flex items-center flex-wrap steps-progress">
           <a
             v-for="(step, index) in stepFields"
             :key="step[0].uuid"
             href="#"
             class="inline border border-base-300 h-3 w-3 rounded-full mx-1 mt-1"
-            :class="{ 'bg-base-300': index === currentStep, 'bg-base-content': (index < currentStep && stepFields[index].every((f) => !f.required || ![null, undefined, ''].includes(values[f.uuid]))) || isCompleted, 'bg-white': index > currentStep }"
+            :class="{ 'bg-base-300 steps-progress-current': index === currentStep, 'bg-base-content': (index < currentStep && stepFields[index].every((f) => !f.required || ![null, undefined, ''].includes(values[f.uuid]))) || isCompleted, 'bg-white': index > currentStep }"
             @click.prevent="isCompleted ? '' : [saveStep(), goToStep(index, true)]"
           />
         </div>
@@ -1191,22 +1191,24 @@ export default {
         return false
       }
 
+      const defaultValue = !field || isEmpty(field.default_value) ? null : field.default_value
+
       if (['empty', 'unchecked'].includes(condition.action)) {
-        return isEmpty(this.values[condition.field_uuid])
+        return isEmpty(this.values[condition.field_uuid] ?? defaultValue)
       } else if (['not_empty', 'checked'].includes(condition.action)) {
-        return !isEmpty(this.values[condition.field_uuid])
+        return !isEmpty(this.values[condition.field_uuid] ?? defaultValue)
       } 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()
+          const values = [this.values[condition.field_uuid] ?? defaultValue].flat()
 
           return values.includes(this.optionValue(option, field.options.indexOf(option)))
         } else {
-          return [this.values[condition.field_uuid]].flat().includes(condition.value)
+          return [this.values[condition.field_uuid] ?? defaultValue].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()
+        const values = [this.values[condition.field_uuid] ?? defaultValue].flat()
 
         return !values.includes(this.optionValue(option, field.options.indexOf(option)))
       } else {
@@ -1299,7 +1301,9 @@ export default {
 
         if (!this.isCompleted) {
           if (scrollToArea) {
-            this.scrollIntoField(this.currentField)
+            this.$nextTick(() => {
+              setTimeout(() => this.scrollIntoField(this.currentField), 1)
+            })
           }
 
           this.enableScrollIntoField = false
@@ -1316,7 +1320,7 @@ export default {
       const currentFieldUuids = this.currentStepFields.map((f) => f.uuid)
       const currentFieldType = this.currentField.type
 
-      if (!formData && !this.$refs.form.checkValidity()) {
+      if (!formData && !this.$refs.form.checkValidity() && currentFieldUuids.every((fieldUuid) => isEmpty(this.submittedValues[fieldUuid]) || !isEmpty(this.values[fieldUuid]))) {
         return
       }
 

app/javascript/submission_form/image_step.vue

@@ -4,7 +4,7 @@
       <label
         v-if="showFieldNames"
         :for="field.uuid"
-        class="label text-xl sm:text-2xl py-0"
+        class="label text-xl sm:text-2xl py-0 field-name-label"
       >
         <MarkdownContent
           v-if="field.title"
@@ -15,7 +15,7 @@
         </template>
       </label>
       <button
-        class="btn btn-outline btn-sm"
+        class="btn btn-outline btn-sm reupload-button"
         @click.prevent="remove"
       >
         <IconReload :width="16" />
@@ -25,7 +25,7 @@
     <div>
       <img
         :src="attachmentsIndex[modelValue].url"
-        class="h-52 border border-base-300 rounded mx-auto"
+        class="h-52 border border-base-300 rounded mx-auto uploaded-image-preview"
       >
     </div>
     <input
@@ -40,7 +40,7 @@
     <div
       v-if="field.description"
       dir="auto"
-      class="mb-3 px-1"
+      class="mb-3 px-1 field-description-text"
     >
       <MarkdownContent :string="field.description" />
     </div>

app/javascript/submission_form/initials_step.vue

@@ -6,7 +6,7 @@
     >
       <label
         v-if="showFieldNames"
-        class="label text-xl sm:text-2xl py-0"
+        class="label text-xl sm:text-2xl py-0 field-name-label"
       >
         <MarkdownContent
           v-if="field.title"
@@ -25,7 +25,7 @@
           <a
             id="type_text_button"
             href="#"
-            class="btn btn-outline font-medium btn-sm"
+            class="btn btn-outline font-medium btn-sm type-text-button"
             @click.prevent="toggleTextInput"
           >
             <IconTextSize :width="16" />
@@ -42,7 +42,7 @@
           <a
             id="type_text_button"
             href="#"
-            class="btn btn-outline font-medium btn-sm"
+            class="btn btn-outline font-medium btn-sm type-text-button"
             @click.prevent="toggleTextInput"
           >
             <IconSignature :width="16" />
@@ -55,9 +55,7 @@
           class="tooltip"
           :data-tip="t('click_to_upload')"
         >
-          <label
-            class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap"
-          >
+          <label class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap upload-image-button">
             <IconUpload :width="16" />
             <input
               :key="uploadImageInputKey"
@@ -74,7 +72,7 @@
         <a
           v-if="modelValue || computedPreviousValue"
           href="#"
-          class="btn font-medium btn-outline btn-sm"
+          class="btn font-medium btn-outline btn-sm clear-canvas-button"
           @click.prevent="remove"
         >
           <IconReload :width="16" />
@@ -83,7 +81,7 @@
         <a
           v-else
           href="#"
-          class="btn font-medium btn-outline btn-sm"
+          class="btn font-medium btn-outline btn-sm clear-canvas-button"
           @click.prevent="clear"
         >
           <IconReload :width="16" />
@@ -105,7 +103,7 @@
     <div
       v-if="field.description"
       dir="auto"
-      class="mb-3 px-1"
+      class="mb-3 px-1 field-description-text"
     >
       <MarkdownContent :string="field.description" />
     </div>
@@ -123,7 +121,7 @@
     <canvas
       v-show="!modelValue && !computedPreviousValue"
       ref="canvas"
-      class="bg-white border border-base-300 rounded-2xl w-full"
+      class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
     />
     <input
       v-if="!isDrawInitials && !modelValue && !computedPreviousValue"

app/javascript/submission_form/multi_select_step.vue

@@ -3,7 +3,7 @@
     v-if="showFieldNames && (field.name || field.title)"
     :for="field.uuid"
     dir="auto"
-    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
     :class="{ 'mb-2': !field.description }"
   >
     <MarkdownContent
@@ -20,7 +20,7 @@
   <div
     v-if="field.description"
     dir="auto"
-    class="mb-3 px-1"
+    class="mb-3 px-1 field-description-text"
   >
     <MarkdownContent :string="field.description" />
   </div>
@@ -50,7 +50,7 @@
       >
         <label
           :for="option.uuid"
-          class="flex items-center space-x-3"
+          class="flex items-center space-x-3 checkbox-label"
           @click="scrollIntoField(field)"
         >
           <input

app/javascript/submission_form/number_step.vue

@@ -3,7 +3,7 @@
     v-if="showFieldNames && (field.name || field.title)"
     :for="field.uuid"
     dir="auto"
-    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
     :class="{ 'mb-2': !field.description }"
   >
     <MarkdownContent
@@ -24,7 +24,7 @@
   <div
     v-if="field.description"
     dir="auto"
-    class="mb-3 px-1"
+    class="mb-3 px-1 field-description-text"
   >
     <MarkdownContent :string="field.description" />
   </div>

app/javascript/submission_form/payment_step.vue

@@ -1,7 +1,7 @@
 <template>
   <label
     v-if="!modelValue && !sessionId"
-    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
   >
     <MarkdownContent
       v-if="field.title"
@@ -34,7 +34,7 @@
       <button
         v-if="sessionId"
         disabled
-        class="base-button w-full"
+        class="base-button w-full modal-save-button"
       >
         <IconLoader
           width="22"

app/javascript/submission_form/phone_step.vue

@@ -3,7 +3,7 @@
     <label
       v-if="showFieldNames"
       :for="isCodeSent ? 'one_time_code' : field.uuid"
-      class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+      class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
       :class="{ 'mb-2': !field.description }"
     >
       <MarkdownContent
@@ -17,7 +17,7 @@
     <div
       v-if="field.description"
       dir="auto"
-      class="mb-3 px-1"
+      class="mb-3 px-1 field-description-text"
     >
       <MarkdownContent :string="field.description" />
     </div>
@@ -45,7 +45,7 @@
           <a
             v-if="!defaultValue"
             href="#"
-            class="link"
+            class="link change-phone-number-link"
             @click.prevent="isCodeSent = false"
           >
             {{ t('change_phone_number') }}
@@ -59,7 +59,7 @@
           <a
             v-else
             href="#"
-            class="link"
+            class="link resend-code-link"
             @click.prevent="resendCode"
           >
             {{ isResendLoading ? t('sending') : t('resend_code') }}
@@ -68,13 +68,13 @@
       </div>
       <div
         v-show="!isCodeSent"
-        class="flex w-full rounded-full outline-neutral-content outline-2 outline-offset-2 focus-within:outline"
+        class="flex w-full rounded-full outline-neutral-content outline-2 outline-offset-2 focus-within:outline phone-number-input-container"
       >
         <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">
+          <div class="btn bg-base-200 border border-neutral-300 text-2xl whitespace-nowrap font-normal rounded-l-full country-code-select-label">
             {{ selectedCountry.flag }} +{{ selectedCountry.dial }}
           </div>
           <select

app/javascript/submission_form/signature_step.vue

@@ -9,7 +9,7 @@
     >
       <label
         v-if="showFieldNames"
-        class="label text-xl sm:text-2xl py-0"
+        class="label text-xl sm:text-2xl py-0 field-name-label"
       >
         <MarkdownContent
           v-if="field.title"
@@ -28,7 +28,7 @@
           <a
             id="type_text_button"
             href="#"
-            class="btn btn-outline btn-sm font-medium"
+            class="btn btn-outline btn-sm font-medium type-text-button"
             @click.prevent="[toggleTextInput(), hideQr()]"
           >
             <IconSignature :width="16" />
@@ -46,7 +46,7 @@
           <a
             id="type_text_button"
             href="#"
-            class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap"
+            class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap type-text-button"
             @click.prevent="[toggleTextInput(), hideQr()]"
           >
             <IconTextSize :width="16" />
@@ -61,9 +61,7 @@
           :class="{ 'hidden sm:inline': modelValue || computedPreviousValue }"
           :data-tip="t('take_photo')"
         >
-          <label
-            class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap"
-          >
+          <label class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap upload-image-button">
             <IconCamera :width="16" />
             <input
               :key="uploadImageInputKey"
@@ -80,7 +78,7 @@
         <a
           v-if="modelValue || computedPreviousValue"
           href="#"
-          class="btn btn-outline btn-sm font-medium"
+          class="btn btn-outline btn-sm font-medium reupload-button"
           @click.prevent="remove"
         >
           <IconReload :width="16" />
@@ -119,7 +117,7 @@
     <div
       v-if="field.description"
       dir="auto"
-      class="mb-3 px-1"
+      class="mb-3 px-1 field-description-text"
     >
       <MarkdownContent :string="field.description" />
     </div>
@@ -167,7 +165,7 @@
         v-show="!modelValue && !computedPreviousValue"
         ref="canvas"
         style="padding: 1px; 0"
-        class="bg-white border border-base-300 rounded-2xl w-full"
+        class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
       />
       <div
         v-if="isShowQr"

app/javascript/submission_form/text_step.vue

@@ -3,7 +3,7 @@
     v-if="showFieldNames && (field.name || field.title)"
     :for="field.uuid"
     dir="auto"
-    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
+    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
     :class="{ 'mb-2': !field.description }"
   >
     <MarkdownContent
@@ -24,7 +24,7 @@
   <div
     v-if="field.description"
     dir="auto"
-    class="mb-3 px-1"
+    class="mb-3 px-1 field-description-text"
   >
     <MarkdownContent :string="field.description" />
   </div>
@@ -67,7 +67,7 @@
     >
       <a
         href="#"
-        class="btn btn-ghost btn-circle btn-sm"
+        class="btn btn-ghost btn-circle btn-sm toggle-multiline-text-button"
         @click.prevent="toggleTextArea"
       >
         <IconAlignBoxLeftTop />

app/javascript/submission_form/verification_step.vue

@@ -1,7 +1,5 @@
 <template>
-  <label
-    class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5"
-  >
+  <label class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label">
     <MarkdownContent
       v-if="field.title"
       :string="field.title"
@@ -11,13 +9,13 @@
   <div
     v-if="field.description"
     dir="auto"
-    class="mb-4 px-1"
+    class="mb-4 px-1 field-description-text"
   >
     <MarkdownContent :string="field.description" />
   </div>
   <div
     v-if="emptyValueRequiredStep && emptyValueRequiredStep[0] !== field"
-    class="px-1"
+    class="px-1 field-description-text"
   >
     {{ t('complete_all_required_fields_to_proceed_with_identity_verification') }}
   </div>

app/javascript/template_builder/area.vue

@@ -1,6 +1,6 @@
 <template>
   <div
-    class="absolute overflow-visible group"
+    class="absolute overflow-visible group field-area-container"
     :style="positionStyle"
     :class="{ 'z-[1]': isMoved || isDragged }"
     @pointerdown.stop
@@ -33,7 +33,7 @@
     </div>
     <div
       v-if="field?.type && (isSelected || isNameFocus)"
-      class="absolute bg-white rounded-t border overflow-visible whitespace-nowrap flex z-10"
+      class="absolute bg-white rounded-t border overflow-visible whitespace-nowrap flex z-10 field-area-controls"
       style="top: -25px; height: 25px"
       @mousedown.stop
       @pointerdown.stop
@@ -41,7 +41,7 @@
       <FieldSubmitter
         v-if="field.type != 'heading'"
         v-model="field.submitter_uuid"
-        class="border-r"
+        class="border-r roles-dropdown"
         :compact="true"
         :editable="editable && (!defaultField || defaultField.role !== submitter?.name)"
         :allow-add-new="!defaultSubmitters.length"
@@ -108,7 +108,7 @@
         >{{ t('editable') }}</label>
         <span
           v-if="field.type !== 'payment' && !isValueInput"
-          class="dropdown dropdown-end"
+          class="dropdown dropdown-end field-area-settings-dropdown"
           @mouseenter="renderDropdown = true"
           @touchstart="renderDropdown = true"
         >
@@ -141,6 +141,7 @@
               :with-required="false"
               :with-areas="false"
               @click-formula="isShowFormulaModal = true"
+              @click-font="isShowFontModal = true"
               @click-description="isShowDescriptionModal = true"
               @click-condition="isShowConditionsModal = true"
               @scroll-to="[selectedAreaRef.value = $event, $emit('scroll-to', $event)]"
@@ -159,9 +160,9 @@
     </div>
     <div
       ref="touchValueTarget"
-      class="flex items-center h-full w-full"
+      class="flex items-center h-full w-full field-area"
       dir="auto"
-      :class="[isValueInput ? 'bg-opacity-50' : 'bg-opacity-80', field.type === 'heading' ? 'bg-gray-50' : bgColors[submitterIndex % bgColors.length], isDefaultValuePresent || isValueInput || (withFieldPlaceholder && field.areas) ? (alignClasses[field.preferences?.align] || '') : 'justify-center']"
+      :class="[isValueInput ? 'bg-opacity-50' : 'bg-opacity-80', field.type === 'heading' ? 'bg-gray-50' : bgColors[submitterIndex % bgColors.length], isDefaultValuePresent || isValueInput || (withFieldPlaceholder && field.areas) ? fontClasses : 'justify-center']"
       @click="focusValueInput"
     >
       <span
@@ -253,6 +254,17 @@
         @close="isShowFormulaModal = false"
       />
     </Teleport>
+    <Teleport
+      v-if="isShowFontModal"
+      :to="modalContainerEl"
+    >
+      <FontModal
+        :field="field"
+        :editable="editable && !defaultField"
+        :build-default-name="buildDefaultName"
+        @close="isShowFontModal = false"
+      />
+    </Teleport>
     <Teleport
       v-if="isShowConditionsModal"
       :to="modalContainerEl"
@@ -283,6 +295,7 @@ import FieldType from './field_type'
 import Field from './field'
 import FieldSettings from './field_settings'
 import FormulaModal from './formula_modal'
+import FontModal from './font_modal'
 import ConditionsModal from './conditions_modal'
 import DescriptionModal from './description_modal'
 import { IconX, IconCheck, IconDotsVertical } from '@tabler/icons-vue'
@@ -295,6 +308,7 @@ export default {
     IconCheck,
     FieldSettings,
     FormulaModal,
+    FontModal,
     IconDotsVertical,
     DescriptionModal,
     ConditionsModal,
@@ -352,6 +366,7 @@ export default {
   data () {
     return {
       isShowFormulaModal: false,
+      isShowFontModal: false,
       isShowConditionsModal: false,
       isContenteditable: false,
       isSettingsFocus: false,
@@ -386,11 +401,19 @@ export default {
     defaultName () {
       return this.buildDefaultName(this.field, this.template.fields)
     },
-    alignClasses () {
+    fontClasses () {
+      if (!this.field.preferences) {
+        return {}
+      }
+
       return {
-        center: 'justify-center',
-        left: 'justify-start',
-        right: 'justify-end'
+        'justify-center': this.field.preferences.align === 'center',
+        'justify-start': this.field.preferences.align === 'left',
+        'justify-end': this.field.preferences.align === 'right',
+        'font-mono': this.field.preferences.font === 'Courier',
+        'font-serif': this.field.preferences.font === 'Times',
+        'font-bold': ['bold_italic', 'bold'].includes(this.field.preferences.font_type),
+        italic: ['bold_italic', 'italic'].includes(this.field.preferences.font_type)
       }
     },
     optionIndexText () {
@@ -483,6 +506,10 @@ export default {
       this.$el.getRootNode().activeElement.blur()
     },
     maybeToggleDefaultValue () {
+      if (!this.editable) {
+        return
+      }
+
       if (['text', 'number'].includes(this.field.type)) {
         this.isContenteditable = true
 

app/javascript/template_builder/builder.vue

@@ -32,7 +32,7 @@
     <div
       v-if="$slots.buttons || withTitle"
       id="title_container"
-      class="flex justify-between py-1.5 items-center pr-4 top-0 z-10"
+      class="flex justify-between py-1.5 items-center pr-4 top-0 z-10 title-container"
       :class="{ sticky: withStickySubmitters || isBreakpointLg }"
       :style="{ backgroundColor }"
     >
@@ -47,7 +47,7 @@
           v-if="withTitle"
           :model-value="template.name"
           :editable="editable"
-          class="text-xl md:text-3xl font-semibold focus:text-clip"
+          class="text-xl md:text-3xl font-semibold focus:text-clip template-name"
           :icon-stroke-width="2.3"
           @update:model-value="updateName"
         />
@@ -163,7 +163,7 @@
     </div>
     <div
       id="main_container"
-      class="flex"
+      class="flex main-container"
       :class="$slots.buttons || withTitle ? (isMobile ? 'max-h-[calc(100%_-_60px)]' : 'md:max-h-[calc(100%_-_60px)]') : (isMobile ? 'max-h-[100%]' : 'md:max-h-[100%]')"
     >
       <div
@@ -205,7 +205,7 @@
           <button
             v-if="sortedDocuments.length && editable && withAddPageButton"
             id="add_blank_page_button"
-            class="btn btn-outline w-full"
+            class="btn btn-outline w-full add-blank-page-button"
             @click.prevent="addBlankPage"
           >
             <IconInnerShadowTop
@@ -239,7 +239,7 @@
             <button
               v-if="withAddPageButton"
               id="add_blank_page_button"
-              class="btn btn-outline w-full mt-4"
+              class="btn btn-outline w-full mt-4 add-blank-page-button"
               @click.prevent="addBlankPage"
             >
               <IconInnerShadowTop
@@ -266,7 +266,7 @@
                 :is-drag="!!dragField"
                 :input-mode="inputMode"
                 :default-fields="[...defaultRequiredFields, ...defaultFields]"
-                :allow-draw="!onlyDefinedFields"
+                :allow-draw="!onlyDefinedFields || drawField"
                 :data-document-uuid="document.uuid"
                 :default-submitters="defaultSubmitters"
                 :with-field-placeholder="withFieldPlaceholder"
@@ -307,7 +307,7 @@
               <button
                 v-if="withAddPageButton"
                 id="add_blank_page_button"
-                class="btn btn-outline w-full mt-4"
+                class="btn btn-outline w-full mt-4 add-blank-page-button"
                 @click.prevent="addBlankPage"
               >
                 <IconInnerShadowTop
@@ -327,7 +327,7 @@
       <div
         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="relative w-80 flex-none mt-1 pr-4 pl-0.5 hidden md:block fields-list-container"
         :class="drawField ? 'overflow-hidden' : 'overflow-y-auto overflow-x-hidden'"
       >
         <div
@@ -335,13 +335,13 @@
           class="sticky inset-0 h-full z-20"
           :style="{ backgroundColor }"
         >
-          <div class="bg-base-200 rounded-lg p-5 text-center space-y-4">
+          <div class="bg-base-200 rounded-lg p-5 text-center space-y-4 draw-field-container">
             <p>
               {{ t('draw_field_on_the_document') }}
             </p>
             <div>
               <button
-                class="base-button"
+                class="base-button cancel-draw-button"
                 @click="clearDrawField"
               >
                 {{ t('cancel') }}
@@ -408,7 +408,10 @@
         @select="startFieldDraw($event)"
       />
     </div>
-    <div id="docuseal_modal_container" />
+    <div
+      id="docuseal_modal_container"
+      class="modal-container"
+    />
   </div>
 </template>
 
@@ -1316,6 +1319,10 @@ export default {
       }
     },
     onDropfield (area) {
+      if (!this.editable) {
+        return
+      }
+
       const field = this.fieldsDragFieldRef.value || {
         name: '',
         uuid: v4(),
@@ -1338,9 +1345,8 @@ export default {
         }
 
         if (field.type === 'date') {
-          field.preferences = {
-            format: this.defaultDateFormat
-          }
+          field.preferences ||= {}
+          field.preferences.format ||= this.defaultDateFormat
         }
       }
 

app/javascript/template_builder/conditions_modal.vue

@@ -8,12 +8,12 @@
     />
     <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>
+        <span class="modal-title">
           {{ t('condition') }} - {{ item.name || buildDefaultName(item, template.fields) }}
         </span>
         <a
           href="#"
-          class="text-xl"
+          class="text-xl modal-close-button"
           @click.prevent="$emit('close')"
         >&times;</a>
       </div>
@@ -50,9 +50,9 @@
                 v-if="conditions.length > 1"
                 class="flex justify-between mx-1"
               >
-                <span class="text-sm">
+                <label class="text-sm">
                   {{ t('condition') }} {{ cindex + 1 }}
-                </span>
+                </label>
                 <a
                   href="#"
                   class="link text-sm"
@@ -131,9 +131,7 @@
             class="inline float-right link text-right mb-3 px-2"
             @click.prevent="conditions.push({})"
           > + {{ t('add_condition') }}</a>
-          <button
-            class="base-button w-full mt-2"
-          >
+          <button class="base-button w-full mt-2 modal-save-button">
             {{ t('save') }}
           </button>
         </form>

app/javascript/template_builder/controls.vue

@@ -1,7 +1,7 @@
 <template>
   <div class="flex space-x-2">
     <Contenteditable
-      class="w-full block mr-6"
+      class="w-full block mr-6 document-preview-name"
       :model-value="item.name"
       :icon-width="16"
       @update:model-value="onUpdateName"
@@ -15,7 +15,7 @@
     />
     <button
       v-if="withArrows"
-      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"
+      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 document-control-button"
       style="width: 24px; height: 24px"
       @click.stop="$emit('up', item)"
     >
@@ -23,14 +23,14 @@
     </button>
     <button
       v-if="withArrows"
-      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+      class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors document-control-button"
       style="width: 24px; height: 24px"
       @click.stop="$emit('down', item)"
     >
       &darr;
     </button>
     <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"
+      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 document-control-button"
       style="width: 24px; height: 24px"
       @click.stop="$emit('remove', item)"
     >

app/javascript/template_builder/description_modal.vue

@@ -8,12 +8,12 @@
     />
     <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>
+        <span class="modal-title">
           {{ field.name || buildDefaultName(field, template.fields) }}
         </span>
         <a
           href="#"
-          class="text-xl"
+          class="text-xl modal-close-button"
           @click.prevent="$emit('close')"
         >&times;</a>
       </div>
@@ -55,9 +55,7 @@
               >
             </div>
           </div>
-          <button
-            class="base-button w-full mt-4"
-          >
+          <button class="base-button w-full mt-4 modal-save-button">
             {{ t('save') }}
           </button>
         </form>

app/javascript/template_builder/field.vue

@@ -3,7 +3,7 @@
     class="list-field group mb-2"
   >
     <div
-      class="border border-base-300 rounded rounded-tr-none relative group"
+      class="border border-base-300 rounded rounded-tr-none relative group fields-list-item"
       :style="{ backgroundColor: backgroundColor }"
     >
       <div class="flex items-center justify-between relative group/contenteditable-container">
@@ -98,7 +98,7 @@
           />
           <span
             v-else-if="field.type !== 'heading'"
-            class="dropdown dropdown-end"
+            class="dropdown dropdown-end field-settings-dropdown"
             @mouseenter="renderDropdown = true"
             @touchstart="renderDropdown = true"
           >
@@ -127,6 +127,7 @@
                 :editable="editable"
                 :background-color="dropdownBgColor"
                 @click-formula="isShowFormulaModal = true"
+                @click-font="isShowFontModal = true"
                 @click-description="isShowDescriptionModal = true"
                 @click-condition="isShowConditionsModal = true"
                 @set-draw="$emit('set-draw', $event)"
@@ -136,7 +137,7 @@
             </ul>
           </span>
           <button
-            class="relative text-transparent group-hover:text-base-content pr-1"
+            class="relative text-transparent group-hover:text-base-content pr-1 field-remove-button"
             :title="t('remove')"
             @click="$emit('remove', field)"
           >
@@ -231,6 +232,17 @@
         @close="isShowFormulaModal = false"
       />
     </Teleport>
+    <Teleport
+      v-if="isShowFontModal"
+      :to="modalContainerEl"
+    >
+      <FontModal
+        :field="field"
+        :editable="editable && !defaultField"
+        :build-default-name="buildDefaultName"
+        @close="isShowFontModal = false"
+      />
+    </Teleport>
     <Teleport
       v-if="isShowConditionsModal"
       :to="modalContainerEl"
@@ -261,6 +273,7 @@ import FieldType from './field_type'
 import PaymentSettings from './payment_settings'
 import FieldSettings from './field_settings'
 import FormulaModal from './formula_modal'
+import FontModal from './font_modal'
 import ConditionsModal from './conditions_modal'
 import DescriptionModal from './description_modal'
 import { IconRouteAltLeft, IconMathFunction, IconNewSection, IconTrashX, IconSettings } from '@tabler/icons-vue'
@@ -275,6 +288,7 @@ export default {
     PaymentSettings,
     IconNewSection,
     FormulaModal,
+    FontModal,
     DescriptionModal,
     ConditionsModal,
     IconRouteAltLeft,
@@ -305,6 +319,7 @@ export default {
       isNameFocus: false,
       showPaymentModal: false,
       isShowFormulaModal: false,
+      isShowFontModal: false,
       isShowConditionsModal: false,
       isShowDescriptionModal: false,
       renderDropdown: false

app/javascript/template_builder/field_settings.vue

@@ -54,7 +54,7 @@
     </label>
   </div>
   <div
-    v-if="['number', 'cells'].includes(field.type)"
+    v-if="['cells'].includes(field.type)"
     class="py-1.5 px-1 relative"
     @click.stop
   >
@@ -330,6 +330,19 @@
     v-if="field.type != 'stamp'"
     class="pb-0.5 mt-0.5"
   >
+  <li v-if="['text', 'number', 'date'].includes(field.type)">
+    <label
+      class="label-text cursor-pointer text-center w-full flex items-center"
+      @click="$emit('click-font')"
+    >
+      <IconTypography
+        width="18"
+      />
+      <span class="text-sm">
+        {{ t('font') }}
+      </span>
+    </label>
+  </li>
   <li
     v-if="field.type != 'stamp'"
   >
@@ -427,7 +440,7 @@
 </template>
 
 <script>
-import { IconRouteAltLeft, IconShape, IconX, IconMathFunction, IconNewSection, IconInfoCircle, IconCopy } from '@tabler/icons-vue'
+import { IconRouteAltLeft, IconTypography, IconShape, IconX, IconMathFunction, IconNewSection, IconInfoCircle, IconCopy } from '@tabler/icons-vue'
 
 export default {
   name: 'FieldSettings',
@@ -438,6 +451,7 @@ export default {
     IconRouteAltLeft,
     IconCopy,
     IconNewSection,
+    IconTypography,
     IconX
   },
   inject: ['template', 'save', 't'],
@@ -472,7 +486,7 @@ export default {
       default: true
     }
   },
-  emits: ['set-draw', 'scroll-to', 'click-formula', 'click-description', 'click-condition', 'remove-area'],
+  emits: ['set-draw', 'scroll-to', 'click-formula', 'click-description', 'click-condition', 'click-font', 'remove-area'],
   data () {
     return {
     }

app/javascript/template_builder/field_submitter.vue

@@ -5,7 +5,7 @@
     @touchstart="renderDropdown = true"
   >
     <div class="flex space-x-2 items-end">
-      <div class="group/contenteditable-container bg-base-100 rounded-md p-2 border border-base-300 w-full flex justify-between items-end">
+      <div class="group/contenteditable-container bg-base-100 rounded-md p-2 border border-base-300 w-full flex justify-between items-end roles-dropdown-label-mobile">
         <div class="flex items-center space-x-2">
           <span
             class="w-3 h-3 flex-shrink-0 rounded-full"
@@ -22,7 +22,7 @@
           />
         </div>
       </div>
-      <div class="dropdown dropdown-top dropdown-end">
+      <div class="dropdown dropdown-top dropdown-end roles-dropdown-mobile">
         <label
           tabindex="0"
           class="bg-base-100 cursor-pointer rounded-md p-2 border border-base-300 w-full flex justify-center"

app/javascript/template_builder/field_type.vue

@@ -1,6 +1,6 @@
 <template>
   <span
-    class="dropdown"
+    class="dropdown field-types-dropdown"
     @mouseenter="renderDropdown = true"
     @touchstart="renderDropdown = true"
   >

app/javascript/template_builder/fields.vue

@@ -2,7 +2,7 @@
   <div :class="withStickySubmitters ? 'sticky top-0 z-[1]' : ''">
     <FieldSubmitter
       :model-value="selectedSubmitter.uuid"
-      class="roles-dropdown w-full rounded-lg"
+      class="roles-dropdown w-full rounded-lg roles-dropdown"
       :style="withStickySubmitters ? { backgroundColor } : {}"
       :submitters="submitters"
       :menu-style="{ overflow: 'auto', display: 'flex', flexDirection: 'row', maxHeight: 'calc(100vh - 120px)', backgroundColor: ['', null, 'transparent'].includes(backgroundColor) ? 'white' : backgroundColor }"
@@ -74,7 +74,7 @@
         <div
           :style="{ backgroundColor }"
           draggable="true"
-          class="default-field border border-base-300 rounded rounded-tr-none relative group mb-2"
+          class="border border-base-300 rounded rounded-tr-none relative group mb-2 default-field fields-list-item"
           @dragstart="onDragstart({ type: 'text', ...field })"
           @dragend="$emit('drag-end')"
         >
@@ -104,7 +104,7 @@
   </div>
   <div
     v-if="editable && !onlyDefinedFields"
-    class="grid grid-cols-3 gap-1 pb-2"
+    class="grid grid-cols-3 gap-1 pb-2 fields-grid"
   >
     <template
       v-for="(icon, type) in fieldIconsSorted"
@@ -113,7 +113,7 @@
       <button
         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"
+        class="field-type-button group flex items-center justify-center border border-dashed w-full rounded relative fields-grid-item"
         :style="{ backgroundColor }"
         :class="drawFieldType === type ? 'border-base-content/40' : 'border-base-300 hover:border-base-content/20'"
         @dragstart="onDragstart({ type: type })"
@@ -142,7 +142,7 @@
         <a
           href="https://www.docuseal.com/pricing"
           target="_blank"
-          class="opacity-50 flex items-center justify-center border border-dashed border-base-300 w-full rounded relative"
+          class="opacity-50 flex items-center justify-center border border-dashed border-base-300 w-full rounded relative fields-grid-item"
           :style="{ backgroundColor }"
         >
           <div class="w-0 absolute left-0">
@@ -168,7 +168,7 @@
         <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"
+          class="opacity-50 flex items-center justify-center border border-dashed border-base-300 w-full rounded relative fields-grid-item"
           :style="{ backgroundColor }"
         >
           <div class="w-0 absolute left-0">

app/javascript/template_builder/font_modal.vue

@@ -0,0 +1,290 @@
+<template>
+  <div
+    class="modal modal-open items-start !animate-none overflow-y-auto"
+  >
+    <div
+      class="absolute top-0 bottom-0 right-0 left-0"
+      @click.prevent="$emit('close')"
+    />
+    <div class="modal-box pt-4 pb-6 px-6 mt-20 max-h-none w-full max-w-xl">
+      <div class="flex justify-between items-center border-b pb-2 mb-2 font-medium">
+        <span class="modal-title">
+          {{ t('font') }} - {{ field.name || buildDefaultName(field, template.fields) }}
+        </span>
+        <a
+          href="#"
+          class="text-xl modal-close-button"
+          @click.prevent="$emit('close')"
+        >&times;</a>
+      </div>
+      <div class="mt-4">
+        <div>
+          <div class="flex items-center space-x-1.5">
+            <span>
+              <div class="dropdown modal-field-font-dropdown">
+                <label
+                  tabindex="0"
+                  class="base-input flex items-center justify-between"
+                  style="height: 32px; padding-right: 0; width: 120px"
+                  :class="fonts.find((f) => f.value === preferences.font)?.class"
+                >
+                  <span style="margin-top: 1px">
+                    {{ preferences.font || 'Default' }}
+                  </span>
+                  <IconChevronDown
+                    class="ml-2 mr-2 mt-0.5"
+                    width="18"
+                    height="18"
+                  />
+                </label>
+                <div
+                  tabindex="0"
+                  class="dropdown-content p-0 mt-1 block z-10 menu shadow bg-white border border-base-300 rounded-md w-52"
+                >
+                  <div
+                    v-for="(font, index) in fonts"
+                    :key="index"
+                    :value="font.value"
+                    :class="{ 'bg-base-300': preferences.font == font.value, [font.class]: true }"
+                    class="hover:bg-base-300 px-2 py-1.5 cursor-pointer"
+                    @click="[font.value ? preferences.font = font.value : delete preferences.font, closeDropdown()]"
+                  >
+                    {{ font.label }}
+                  </div>
+                </div>
+              </div>
+            </span>
+            <span class="relative">
+              <select
+                class="select input-bordered bg-white select-sm text-center pl-2"
+                style="font-size: 16px; width: 86px; text-align-last: center;"
+                @change="$event.target.value ? preferences.font_size = parseInt($event.target.value) : delete preferences.font_size"
+              >
+                <option
+                  :selected="!preferences.font_size"
+                  value=""
+                >
+                  Auto
+                </option>
+                <option
+                  v-for="size in sizes"
+                  :key="size"
+                  :value="size"
+                  :selected="size === preferences.font_size"
+                >
+                  {{ size }}
+                </option>
+              </select>
+              <span
+                class="border-l pl-1.5 absolute bg-white bottom-0 pointer-events-none text-sm h-5"
+                style="right: 13px; top: 7px"
+              >
+                pt
+              </span>
+            </span>
+            <span>
+              <div
+                class="join"
+                style="height: 32px"
+              >
+                <button
+                  v-for="(type, index) in types"
+                  :key="index"
+                  class="btn btn-sm join-item bg-white input-bordered hover:border-base-content/20 hover:bg-base-200/50 px-2"
+                  :class="{ '!bg-base-300': preferences.font_type?.includes(type.value) }"
+                  @click="setFontType(type.value)"
+                >
+                  <component :is="type.icon" />
+                </button>
+              </div>
+            </span>
+            <span>
+              <div
+                class="join"
+                style="height: 32px"
+              >
+                <button
+                  v-for="(align, index) in aligns"
+                  :key="index"
+                  class="btn btn-sm join-item bg-white input-bordered hover:border-base-content/20 hover:bg-base-200/50 px-2"
+                  :class="{ '!bg-base-300': preferences.align === align.value }"
+                  @click="align.value && preferences.align != align.value ? preferences.align = align.value : delete preferences.align"
+                >
+                  <component :is="align.icon" />
+                </button>
+              </div>
+            </span>
+            <span>
+              <select
+                class="input input-bordered bg-white input-sm text-lg rounded-md"
+                style="-webkit-appearance: none; -moz-appearance: none; text-indent: 0px; text-overflow: ''; padding: 0px 6px; height: 32px"
+                @change="$event.target.value ? preferences.color = $event.target.value : delete preferences.color"
+              >
+                <option
+                  v-for="(color, index) in colors"
+                  :key="index"
+                  :value="color.value"
+                  :selected="color.value == preferences.color"
+                >
+                  {{ color.label }}
+                </option>
+              </select>
+            </span>
+          </div>
+        </div>
+        <div class="mt-4">
+          <div
+            class="flex items-center border border-base-content/20 rounded-xl bg-white px-4 h-16 modal-field-font-preview"
+            :style="{
+              color: preferences.color || 'black',
+              fontSize: (preferences.font_size || 12) + 'pt',
+            }"
+            :class="textClasses"
+          >
+            <span
+              contenteditable="true"
+              class="outline-none"
+            >
+              {{ field.default_value || field.name || buildDefaultName(field, template.fields) }}
+            </span>
+          </div>
+        </div>
+        <div class="mt-4">
+          <button
+            class="base-button w-full modal-save-button"
+            @click.prevent="saveAndClose"
+          >
+            {{ t('save') }}
+          </button>
+        </div>
+      </div>
+    </div>
+  </div>
+</template>
+
+<script>
+import { IconChevronDown, IconBold, IconItalic, IconAlignLeft, IconAlignRight, IconAlignCenter } from '@tabler/icons-vue'
+
+export default {
+  name: 'FontModal',
+  components: {
+    IconChevronDown
+  },
+  inject: ['t', 'save', 'template'],
+  props: {
+    field: {
+      type: Object,
+      required: true
+    },
+    editable: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
+    buildDefaultName: {
+      type: Function,
+      required: true
+    }
+  },
+  emits: ['close'],
+  data () {
+    return {
+      preferences: {}
+    }
+  },
+  computed: {
+    fonts () {
+      return [
+        { value: null, label: 'Default' },
+        { value: 'Times', label: 'Times', class: 'font-serif' },
+        { value: 'Courier', label: 'Courier', class: 'font-mono' }
+      ]
+    },
+    types () {
+      return [
+        { icon: IconBold, value: 'bold' },
+        { icon: IconItalic, value: 'italic' }
+      ]
+    },
+    aligns () {
+      return [
+        { icon: IconAlignLeft, value: 'left' },
+        { icon: IconAlignCenter, value: 'center' },
+        { icon: IconAlignRight, value: 'right' }
+      ]
+    },
+    sizes () {
+      return [...Array(23).keys()].map(i => i + 6)
+    },
+    colors () {
+      return [
+        { label: '⬛', value: 'black' },
+        { label: '🟦', value: 'blue' },
+        { label: '🟥', value: 'red' }
+      ]
+    },
+    textClasses () {
+      return {
+        'font-mono': this.preferences.font === 'Courier',
+        'font-serif': this.preferences.font === 'Times',
+        'justify-center': this.preferences.align === 'center',
+        'justify-start': this.preferences.align === 'left',
+        'justify-end': this.preferences.align === 'right',
+        'font-bold': ['bold_italic', 'bold'].includes(this.preferences.font_type),
+        italic: ['bold_italic', 'italic'].includes(this.preferences.font_type)
+      }
+    },
+    keys () {
+      return ['font_type', 'font_size', 'color', 'align', 'font']
+    }
+  },
+  created () {
+    this.preferences = this.keys.reduce((acc, key) => {
+      acc[key] = this.field.preferences?.[key]
+
+      return acc
+    }, {})
+  },
+  methods: {
+    closeDropdown () {
+      this.$el.getRootNode().activeElement.blur()
+    },
+    setFontType (value) {
+      if (value === 'bold') {
+        if (this.preferences.font_type === 'bold') {
+          delete this.preferences.font_type
+        } else if (this.preferences.font_type === 'italic') {
+          this.preferences.font_type = 'bold_italic'
+        } else if (this.preferences.font_type === 'bold_italic') {
+          this.preferences.font_type = 'italic'
+        } else {
+          this.preferences.font_type = value
+        }
+      }
+
+      if (value === 'italic') {
+        if (this.preferences.font_type === 'italic') {
+          delete this.preferences.font_type
+        } else if (this.preferences.font_type === 'bold') {
+          this.preferences.font_type = 'bold_italic'
+        } else if (this.preferences.font_type === 'bold_italic') {
+          this.preferences.font_type = 'bold'
+        } else {
+          this.preferences.font_type = value
+        }
+      }
+    },
+    saveAndClose () {
+      this.field.preferences ||= {}
+
+      this.keys.forEach((key) => delete this.field.preferences[key])
+
+      Object.assign(this.field.preferences, this.preferences)
+
+      this.save()
+
+      this.$emit('close')
+    }
+  }
+}
+</script>

app/javascript/template_builder/formula_modal.vue

@@ -8,12 +8,12 @@
     />
     <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>
+        <span class="modal-title">
           {{ t('formula') }} - {{ field.name || buildDefaultName(field, template.fields) }}
         </span>
         <a
           href="#"
-          class="text-xl"
+          class="text-xl modal-close-button"
           @click.prevent="$emit('close')"
         >&times;</a>
       </div>
@@ -111,7 +111,7 @@
           </div>
         </div>
         <button
-          class="base-button w-full"
+          class="base-button w-full modal-save-button"
           @click.prevent="validateSaveAndClose"
         >
           {{ t('save') }}

app/javascript/template_builder/i18n.js

@@ -1,4 +1,5 @@
 const en = {
+  font: 'Font',
   party: 'Party',
   method: 'Method',
   reorder_fields: 'Reorder fields',
@@ -161,6 +162,7 @@ const en = {
 }
 
 const es = {
+  fuente: 'Fuente',
   party: 'Parte',
   method: 'Método',
   reorder_fields: 'Reordenar campos',
@@ -323,6 +325,7 @@ const es = {
 }
 
 const it = {
+  font: 'Carattere',
   party: 'Parte',
   method: 'Metodo',
   reorder_fields: 'Riordina i campi',
@@ -485,6 +488,7 @@ const it = {
 }
 
 const pt = {
+  fonte: 'Fonte',
   party: 'Parte',
   method: 'Método',
   reorder_fields: 'Reorganizar campos',
@@ -647,6 +651,7 @@ const pt = {
 }
 
 const fr = {
+  font: 'Police',
   party: 'Partie',
   method: 'Méthode',
   reorder_fields: 'Réorganiser les champs',
@@ -809,6 +814,7 @@ const fr = {
 }
 
 const de = {
+  font: 'Schriftart',
   party: 'Partei',
   method: 'Verfahren',
   reorder_fields: 'Felder neu anordnen',

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">
+    <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 draw-field-container-mobile">
       <div class="flex items-center space-x-2">
         <component
           :is="fieldIcons[drawField.type]"

app/javascript/template_builder/mobile_fields.vue

@@ -1,7 +1,5 @@
 <template>
-  <span
-    class="dropdown dropdown-top dropdown-end absolute bottom-4 right-4 z-10"
-  >
+  <span class="dropdown dropdown-top dropdown-end absolute bottom-4 right-4 z-10 fields-dropdown-mobile">
     <label
       class="btn btn-neutral text-white btn-circle btn-lg group"
       tabindex="0"

app/javascript/template_builder/payment_settings.vue

@@ -1,6 +1,6 @@
 <template>
   <span
-    class="dropdown dropdown-end"
+    class="dropdown dropdown-end field-settings-dropdown"
     :class="{ 'dropdown-open': ((!field.preferences?.price && !field.preferences?.formula) || !isConnected) && !isLoading }"
   >
     <label

app/javascript/template_builder/preview.vue

@@ -23,7 +23,7 @@
           >
             <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"
+                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 document-control-button"
                 @click.stop="isShowConditionsModal = true"
               >
                 <IconRouteAltLeft
@@ -48,7 +48,7 @@
           >
             <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"
+                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 document-control-button"
                 style="width: 24px; height: 24px"
                 @click.stop="$emit('remove', item)"
               >
@@ -63,7 +63,7 @@
                 class="tooltip tooltip-left before:text-xs"
               >
                 <button
-                  class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors p-0"
+                  class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors p-0 document-control-button"
                   @click.stop="$emit('reorder', item)"
                 >
                   <IconSortDescending2
@@ -75,14 +75,14 @@
               </span>
               <template v-if="withArrows">
                 <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"
+                  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 document-control-button"
                   style="width: 24px; height: 24px"
                   @click.stop="$emit('up', item)"
                 >
                   &uarr;
                 </button>
                 <button
-                  class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors"
+                  class="btn border-base-200 bg-white text-base-content btn-xs rounded hover:text-base-100 hover:bg-base-content hover:border-base-content w-full transition-colors document-control-button"
                   style="width: 24px; height: 24px"
                   @click.stop="$emit('down', item)"
                 >
@@ -94,7 +94,7 @@
         </div>
       </div>
     </div>
-    <div class="flex pb-2 pt-1.5">
+    <div class="flex pb-2 pt-1.5 document-preview-name">
       <Contenteditable
         :model-value="item.name"
         :icon-width="16"

app/javascript/template_builder/replace.vue

@@ -1,7 +1,7 @@
 <template>
   <label
     :for="inputId"
-    class="btn btn-neutral btn-xs text-white transition-none"
+    class="btn btn-neutral btn-xs text-white transition-none replace-document-button"
     :class="{ 'opacity-100': isLoading || isProcessing }"
   >
     {{ message }}

app/javascript/template_builder/upload.vue

@@ -3,7 +3,7 @@
     <label
       id="add_document_button"
       :for="inputId"
-      class="btn btn-outline w-full"
+      class="btn btn-outline w-full add-document-button"
       :class="{ 'btn-disabled': isLoading || isProcessing }"
     >
       <IconInnerShadowTop

app/jobs/process_submission_expired_job.rb

@@ -0,0 +1,19 @@
+# frozen_string_literal: true
+
+class ProcessSubmissionExpiredJob
+  include Sidekiq::Job
+
+  def perform(params = {})
+    submission = Submission.find(params['submission_id'])
+
+    return if submission.archived_at?
+    return if submission.template.archived_at?
+    return if submission.submitters.where.not(declined_at: nil).exists?
+    return unless submission.submitters.exists?(completed_at: nil)
+
+    WebhookUrls.for_account_id(submission.account_id, %w[submission.expired]).each do |webhook|
+      SendSubmissionExpiredWebhookRequestJob.perform_async('submission_id' => submission.id,
+                                                           'webhook_url_id' => webhook.id)
+    end
+  end
+end

app/jobs/send_form_completed_webhook_request_job.rb

@@ -5,7 +5,7 @@ class SendFormCompletedWebhookRequestJob
 
   sidekiq_options queue: :webhooks
 
-  MAX_ATTEMPTS = 20
+  MAX_ATTEMPTS = 12
 
   def perform(params = {})
     submitter = Submitter.find(params['submitter_id'])

app/jobs/send_submission_expired_webhook_request_job.rb

@@ -0,0 +1,31 @@
+# frozen_string_literal: true
+
+class SendSubmissionExpiredWebhookRequestJob
+  include Sidekiq::Job
+
+  sidekiq_options queue: :webhooks
+
+  MAX_ATTEMPTS = 10
+
+  def perform(params = {})
+    submission = Submission.find(params['submission_id'])
+    webhook_url = WebhookUrl.find(params['webhook_url_id'])
+
+    attempt = params['attempt'].to_i
+
+    return if webhook_url.url.blank? || webhook_url.events.exclude?('submission.expired')
+
+    resp = SendWebhookRequest.call(webhook_url, event_type: 'submission.expired',
+                                                data: Submissions::SerializeForApi.call(submission))
+
+    if (resp.nil? || resp.status.to_i >= 400) && attempt <= MAX_ATTEMPTS &&
+       (!Docuseal.multitenant? || submission.account.account_configs.exists?(key: :plan))
+      SendSubmissionExpiredWebhookRequestJob.perform_in((2**attempt).minutes, {
+                                                          'submission_id' => submission.id,
+                                                          'webhook_url_id' => webhook_url.id,
+                                                          'attempt' => attempt + 1,
+                                                          'last_status' => resp&.status.to_i
+                                                        })
+    end
+  end
+end

app/models/submitter.rb

@@ -55,6 +55,7 @@ class Submitter < ApplicationRecord
   has_many_attached :attachments
   has_many_attached :preview_documents
   has_many :template_accesses, through: :template
+  has_many :email_events, as: :emailable, dependent: (Docuseal.multitenant? ? nil : :destroy)
 
   has_many :document_generation_events, dependent: :destroy
   has_many :submission_events, dependent: :destroy
@@ -63,6 +64,8 @@ class Submitter < ApplicationRecord
 
   scope :completed, -> { where.not(completed_at: nil) }
 
+  after_destroy :anonymize_email_events, if: -> { Docuseal.multitenant? }
+
   def status
     if declined_at?
       'declined'
@@ -108,4 +111,12 @@ class Submitter < ApplicationRecord
       fields.any? { |f| f['submitter_uuid'] == uuid && signature_field_types.include?(f['type']) }
     end
   end
+
+  private
+
+  def anonymize_email_events
+    email_events.each do |event|
+      event.update!(email: Digest::MD5.base64digest(event.email))
+    end
+  end
 end

app/models/webhook_url.rb

@@ -28,10 +28,12 @@ class WebhookUrl < ApplicationRecord
     form.started
     form.completed
     form.declined
+    submission.created
+    submission.completed
+    submission.expired
+    submission.archived
     template.created
     template.updated
-    submission.created
-    submission.archived
   ].freeze
 
   belongs_to :account

app/views/accounts/show.html.erb

@@ -63,7 +63,7 @@
               <span>
                 <%= t('add_signature_id_to_the_documents') %>
               </span>
-              <%= f.check_box :value, class: 'toggle', checked: account_config.value, onchange: 'this.form.requestSubmit()' %>
+              <%= f.check_box :value, class: 'toggle', checked: account_config.value, onchange: 'this.form.requestSubmit()', disabled: can?(:manage, :cfr) %>
             </div>
           <% end %>
         <% end %>
@@ -75,7 +75,7 @@
               <span>
                 <%= t('require_signing_reason') %>
               </span>
-              <%= f.check_box :value, class: 'toggle', checked: account_config.value, onchange: 'this.form.requestSubmit()' %>
+              <%= f.check_box :value, class: 'toggle', checked: account_config.value, onchange: 'this.form.requestSubmit()', disabled: can?(:manage, :cfr) %>
             </div>
           <% end %>
         <% end %>

app/views/start_form/show.html.erb

@@ -30,7 +30,9 @@
         <div dir="auto" class="form-control !mt-0">
           <%= f.label :email, t('email'), class: 'label' %>
           <%= f.email_field :email, value: current_user&.email || params[:email] || @submitter.email, required: true, class: 'base-input', placeholder: t('provide_your_email_to_start') %>
-          <%= @error_message %>
+          <% if @error_message %>
+            <span class="label-text-alt text-red-400 mt-1"><%= @error_message %></span>
+          <% end %>
         </div>
         <toggle-submit dir="auto" class="form-control">
           <%= f.button button_title(title: t('start'), disabled_with: t('starting')), class: 'base-button' %>

app/views/submissions/_value.html.erb

@@ -1,7 +1,8 @@
 <% align = field.dig('preferences', 'align') %>
 <% color = field.dig('preferences', 'color') %>
 <% font = field.dig('preferences', 'font') %>
-<field-value dir="auto" class="flex absolute text-[1.6vw] lg:text-base <%= 'font-mono' if font == 'Courier' %> <%= 'font-serif' if font == 'Times' %> <%= align == 'right' ? 'justify-end' : (align == 'center' ? 'justify-center' : '') %>" style="<%= "color: #{color}; " if color.present? %>width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%; <%= "font-size: clamp(4pt, 1.6vw, #{field['preferences']['font_size'].to_i * 1.23}pt); line-height: `clamp(6pt, 2.0vw, #{(field['preferences']['font_size'].to_i * 1.23) + 3}pt)`" if field.dig('preferences', 'font_size') %>">
+<% font_type = field.dig('preferences', 'font_type') %>
+<field-value dir="auto" class="flex absolute text-[1.6vw] lg:text-base <%= 'font-mono' if font == 'Courier' %> <%= 'font-serif' if font == 'Times' %> <%= 'font-bold' if font_type == 'bold' || font_type == 'bold_italic' %> <%= 'italic' if font_type == 'italic' || font_type == 'bold_italic' %> <%= align == 'right' ? 'justify-end' : (align == 'center' ? 'justify-center' : '') %>" style="<%= "color: #{color}; " if color.present? %>width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%; <%= "font-size: clamp(4pt, 1.6vw, #{field['preferences']['font_size'].to_i * 1.23}pt); line-height: `clamp(6pt, 2.0vw, #{(field['preferences']['font_size'].to_i * 1.23) + 3}pt)`" if field.dig('preferences', 'font_size') %>">
   <% if field['type'] == 'signature' %>
     <div class="flex flex-col justify-between h-full overflow-hidden">
       <div class="flex-grow flex overflow-hidden" style="min-height: 50%">

app/views/submissions/show.html.erb

@@ -19,7 +19,7 @@
           <%= svg_icon('external_link', class: 'w-6 h-6') %>
           <span class="hidden md:inline"><%= t('audit_log') %></span>
         </a>
-      <% else %>
+      <% elsif signed_in? %>
         <%= link_to submission_events_path(@submission), class: 'white-button', data: { turbo_frame: :modal } do %>
           <%= svg_icon('logs', class: 'w-6 h-6') %>
           <span class="hidden md:block"><%= t('event_log') %></span>
@@ -105,7 +105,18 @@
                   <% value = values[field['uuid']] %>
                   <% value ||= field['default_value'] if field['type'] == 'heading' %>
                   <% next if value.blank? %>
-                  <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: %>
+                  <% if (mask = field.dig('preferences', 'mask').presence) && signed_in? && can?(:read, @submission) %>
+                    <span class="group">
+                      <span class="hidden group-hover:inline">
+                        <%= render 'submissions/value', area:, field:, attachments_index:, value:, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: %>
+                      </span>
+                      <span class="group-hover:hidden">
+                        <%= render 'submissions/value', area:, field:, attachments_index:, value: Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', '), locale: @submission.account.locale, timezone: @submission.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: %>
+                      </span>
+                    </span>
+                  <% else %>
+                    <%= render 'submissions/value', area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: %>
+                  <% end %>
                 <% end %>
               </div>
             </div>
@@ -232,12 +243,21 @@
                   </div>
                 <% elsif field['type'] == 'checkbox' %>
                   <%= svg_icon('check', class: 'w-6 h-6') %>
-                <% elsif field['type'] == 'number' %>
-                  <%= NumberUtils.format_number(value, field.dig('preferences', 'format')) %>
-                <% elsif field['type'] == 'date' %>
-                  <%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.account.locale) %>
                 <% else %>
-                  <div class="whitespace-pre-wrap"><%= Array.wrap(value).join(', ') %></div>
+                  <% if field['type'] == 'number' %>
+                    <% value = NumberUtils.format_number(value, field.dig('preferences', 'format')) %>
+                  <% elsif field['type'] == 'date' %>
+                    <% value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.account.locale) %>
+                  <% end %>
+                  <% if (mask = field.dig('preferences', 'mask').presence) %>
+                    <% if signed_in? && can?(:read, @submission) %>
+                      <div class="[&:not(:hover)]:after:content-[attr(data-value)] block whitespace-pre-wrap group" data-value="<%= Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') %>"><span class="hidden group-hover:block"><%= Array.wrap(value).join(', ') %></span></div>
+                    <% else %>
+                      <div class="whitespace-pre-wrap"><%= Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') %></div>
+                    <% end %>
+                  <% else %>
+                    <div class="whitespace-pre-wrap"><%= Array.wrap(value).join(', ') %></div>
+                  <% end %>
                 <% end %>
               </div>
             </div>

app/views/submit_form/show.html.erb

@@ -58,7 +58,7 @@
                   <% next if field['conditions'].present? && values[field['uuid']].blank? && field['submitter_uuid'] != @submitter.uuid %>
                   <% next if field['conditions'].present? && field['submitter_uuid'] == @submitter.uuid %>
                   <% next if field.dig('preferences', 'formula').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] %>
+                  <%= render 'submissions/value', area:, field:, attachments_index: @attachments_index, value: field.dig('preferences', 'mask').present? ? TextUtils.mask_value(value, field.dig('preferences', 'mask')) : 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>

config/brakeman.ignore

@@ -0,0 +1,8 @@
+{
+  "ignored_warnings": [
+    {
+      "fingerprint": "25f4ce5fee1e1180fa1919dc4ee78db3ab3457a956e4679503aa745771a43836",
+      "note": "Permitted parameters are necessary for creating submitters via API"
+    }
+  ]
+}

config/environments/production.rb

@@ -49,7 +49,7 @@ Rails.application.configure do
     end
 
   config.active_storage.resolve_model_to_route = :rails_storage_proxy if ENV['ACTIVE_STORAGE_PUBLIC'] != 'true'
-  config.active_storage.service_urls_expire_in = 4.hours
+  config.active_storage.service_urls_expire_in = ENV.fetch('PRESIGNED_URLS_EXPIRE_MINUTES', '240').to_i.minutes
 
   # Mount Action Cable outside main process or domain.
   # config.action_cable.mount_path = nil

config/initializers/devise.rb

@@ -187,7 +187,7 @@ Devise.setup do |config|
 
   # ==> Configuration for :rememberable
   # The time the user will be remembered without asking for credentials again.
-  config.remember_for = 2.years
+  config.remember_for = ENV.fetch('SESSION_REMEMBER_DAYS', '730').to_i.days
 
   # Invalidates all the remember me tokens when the user signs out.
   config.expire_all_remember_me_on_sign_out = true

config/locales/i18n.yml

@@ -700,6 +700,7 @@ en: &en
   submission_created_via_source_html: '<b>Submission created</b> via %{source}'
   pro_user_seats_used: Pro user seats used
   manage_plan: Manage plan
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: This submission has multiple signers, which prevents the use of a sharing link as it's unclear which signer is responsible for specific fields. To resolve this, follow this <a href="https://www.docuseal.com/resources/pre-filling-recipients" class="link font-bold" rel="noopener noreferrer nofollow" target="_blank">guide</a> to define the default signer details.
   submission_sources:
     api: API
     bulk: Bulk Send
@@ -1426,6 +1427,7 @@ es: &es
   submission_created_via_source_html: '<b>Envío creado</b> a través de %{source}'
   pro_user_seats_used: Plazas de usuario Pro en uso
   manage_plan: Gestionar plan
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: 'Este envío tiene múltiples firmantes, lo que impide el uso de un enlace para compartir, ya que no está claro qué firmante es responsable de los campos específicos. Para resolver esto, sigue esta <a href="https://www.docuseal.com/resources/pre-filling-recipients" class="link font-bold" rel="noopener noreferrer nofollow" target="_blank">guía</a> para definir los detalles predeterminados del firmante.'
   submission_sources:
     api: API
     bulk: Envío masivo
@@ -2151,6 +2153,7 @@ it: &it
   submission_created_via_source_html: '<b>Invio creato</b> tramite %{source}'
   pro_user_seats_used: Posti utente Pro in uso
   manage_plan: Gestisci piano
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: "Questa sottomissione ha più firmatari, il che impedisce l'uso di un link di condivisione poiché non è chiaro quale firmatario sia responsabile di specifici campi. Per risolvere questo problema, segui questa <a href=\"https://www.docuseal.com/resources/pre-filling-recipients\" class=\"link font-bold\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">guida</a> per definire i dettagli predefiniti del firmatario."
   submission_sources:
     api: API
     bulk: Invio massivo
@@ -2878,6 +2881,7 @@ fr: &fr
   submission_created_via_source_html: '<b>Soumission créée</b> via %{source}'
   pro_user_seats_used: Places utilisateur Pro en cours d'utilisation
   manage_plan: Gérer le plan
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: 'Cette soumission comporte plusieurs signataires, ce qui empêche l’utilisation d’un lien de partage, car il n’est pas clair quel signataire est responsable de quels champs. Pour résoudre ce problème, suivez ce <a href="https://www.docuseal.com/resources/pre-filling-recipients" class="link font-bold" rel="noopener noreferrer nofollow" target="_blank">guide</a> pour définir les détails du signataire par défaut.'
   submission_sources:
     api: API
     bulk: Envoi en masse
@@ -3604,6 +3608,7 @@ pt: &pt
   submission_created_via_source_html: '<b>Envio criado</b> via %{source}'
   pro_user_seats_used: Lugares de usuário Pro em uso
   manage_plan: Gerenciar plano
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: 'Este envio tem vários signatários, o que impede o uso de um link de compartilhamento, pois não está claro qual signatário é responsável por quais campos. Para resolver isso, siga este <a href="https://www.docuseal.com/resources/pre-filling-recipients" class="link font-bold" rel="noopener noreferrer nofollow" target="_blank">guia</a> para definir os detalhes padrão do signatário.'
   submission_sources:
     api: API
     bulk: Envio em massa
@@ -4330,6 +4335,7 @@ de: &de
   submission_created_via_source_html: '<b>Übermittlung erstellt</b> über %{source}'
   pro_user_seats_used: Verwendete Pro-Benutzerplätze
   manage_plan: Plan verwalten
+  this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html: 'Diese Übermittlung hat mehrere Unterzeichner, was die Nutzung eines Freigabelinks verhindert, da unklar ist, welcher Unterzeichner für welche Felder verantwortlich ist. Um dies zu lösen, folgen Sie dieser <a href="https://www.docuseal.com/resources/pre-filling-recipients" class="link font-bold" rel="noopener noreferrer nofollow" target="_blank">Anleitung</a>, um die Standarddetails des Unterzeichners festzulegen.'
   submission_sources:
     api: API
     bulk: Massenversand

config/puma.rb

@@ -33,8 +33,14 @@ environment ENV.fetch('RAILS_ENV', 'development')
 # the concurrency of the application would be max `threads` * `workers`.
 # Workers do not work on JRuby or Windows (both of which do not support
 # processes).
-#
-workers ENV.fetch('WEB_CONCURRENCY', 0)
+
+if ENV['WEB_CONCURRENCY_AUTO'] == 'true'
+  require 'etc'
+
+  workers Etc.nprocessors
+else
+  workers ENV.fetch('WEB_CONCURRENCY', 0)
+end
 
 # Use the `preload_app!` method when specifying a `workers` number.
 # This directive tells Puma to first boot the application and load code

config/routes.rb

@@ -122,6 +122,8 @@ Rails.application.routes.draw do
     get '/disk/:encoded_key/*filename' => 'active_storage/disk#show', as: :rails_disk_service
     put '/disk/:encoded_token' => 'active_storage/disk#update', as: :update_rails_disk_service
     post '/direct_uploads' => 'active_storage/direct_uploads#create', as: :rails_direct_uploads
+
+    ActiveSupport.run_load_hooks(:multitenant_routes, self)
   end
 
   resources :start_form, only: %i[show update], path: 'd', param: 'slug' do

db/migrate/20250225111255_create_console1984_tables.console1984.rb

@@ -0,0 +1,37 @@
+# frozen_string_literal: true
+
+class CreateConsole1984Tables < ActiveRecord::Migration[7.0]
+  def change
+    create_table :console1984_sessions do |t|
+      t.text :reason
+      t.references :user, null: false, index: false
+      t.timestamps
+
+      t.index :created_at
+      t.index %i[user_id created_at]
+    end
+
+    create_table :console1984_users do |t|
+      t.string :username, null: false
+      t.timestamps
+
+      t.index [:username]
+    end
+
+    create_table :console1984_commands do |t|
+      t.text :statements
+      t.references :sensitive_access
+      t.references :session, null: false, index: false
+      t.timestamps
+
+      t.index %i[session_id created_at sensitive_access_id], name: 'on_session_and_sensitive_chronologically'
+    end
+
+    create_table :console1984_sensitive_accesses do |t|
+      t.text :justification
+      t.references :session, null: false
+
+      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_12_07_172237) do
+ActiveRecord::Schema[8.0].define(version: 2025_02_25_111255) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
 
@@ -112,6 +112,40 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_07_172237) do
     t.index ["submitter_id"], name: "index_completed_submitters_on_submitter_id", unique: true
   end
 
+  create_table "console1984_commands", force: :cascade do |t|
+    t.text "statements"
+    t.bigint "sensitive_access_id"
+    t.bigint "session_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["sensitive_access_id"], name: "index_console1984_commands_on_sensitive_access_id"
+    t.index ["session_id", "created_at", "sensitive_access_id"], name: "on_session_and_sensitive_chronologically"
+  end
+
+  create_table "console1984_sensitive_accesses", force: :cascade do |t|
+    t.text "justification"
+    t.bigint "session_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["session_id"], name: "index_console1984_sensitive_accesses_on_session_id"
+  end
+
+  create_table "console1984_sessions", force: :cascade do |t|
+    t.text "reason"
+    t.bigint "user_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["created_at"], name: "index_console1984_sessions_on_created_at"
+    t.index ["user_id", "created_at"], name: "index_console1984_sessions_on_user_id_and_created_at"
+  end
+
+  create_table "console1984_users", force: :cascade do |t|
+    t.string "username", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["username"], name: "index_console1984_users_on_username"
+  end
+
   create_table "document_generation_events", force: :cascade do |t|
     t.bigint "submitter_id", null: false
     t.string "event_name", null: false

lib/send_webhook_request.rb

@@ -3,10 +3,28 @@
 module SendWebhookRequest
   USER_AGENT = 'DocuSeal.com Webhook'
 
+  LOCALHOSTS = %w[0.0.0.0 127.0.0.1 localhost].freeze
+
+  HttpsError = Class.new(StandardError)
+  LocalhostError = Class.new(StandardError)
+
   module_function
 
   def call(webhook_url, event_type:, data:)
-    Faraday.post(webhook_url.url) do |req|
+    uri = begin
+      URI(webhook_url.url)
+    rescue URI::Error
+      Addressable::URI.parse(webhook_url.url).normalize
+    end
+
+    if Docuseal.multitenant?
+      raise HttpsError, 'Only HTTPS is allowed.' if uri.scheme != 'https' &&
+                                                    !AccountConfig.exists?(key: :allow_http,
+                                                                           account_id: webhook_url.account_id)
+      raise LocalhostError, "Can't send to localhost." if uri.host.in?(LOCALHOSTS)
+    end
+
+    Faraday.post(uri) do |req|
       req.headers['Content-Type'] = 'application/json'
       req.headers['User-Agent'] = USER_AGENT
       req.headers.merge!(webhook_url.secret.to_h) if webhook_url.secret.present?

lib/submissions.rb

@@ -107,6 +107,7 @@ module Submissions
 
   def normalize_email(email)
     return if email.blank?
+    return if email.is_a?(Numeric)
 
     return email.downcase if email.to_s.include?(',') ||
                              email.to_s.match?(/\.(?:gob|om|mm|cm|et|mo|nz|za|ie)\z/) ||

lib/submissions/create_from_submitters.rb

@@ -6,11 +6,11 @@ module Submissions
 
     module_function
 
-    # rubocop:disable Metrics/BlockLength
+    # rubocop:disable Metrics
     def call(template:, user:, submissions_attrs:, source:, submitters_order:, params: {})
       preferences = Submitters.normalize_preferences(user.account, user, params)
 
-      Array.wrap(submissions_attrs).filter_map do |attrs|
+      submissions = Array.wrap(submissions_attrs).filter_map do |attrs|
         submission_preferences = Submitters.normalize_preferences(user.account, user, attrs)
         submission_preferences = preferences.merge(submission_preferences)
 
@@ -23,15 +23,33 @@ module Submissions
                                               expire_at: attrs[:expire_at],
                                               template_submitters: [], submitters_order:)
 
-        maybe_set_template_fields(submission, attrs[:submitters])
+        template_submitters = template.submitters.deep_dup
 
         attrs[:submitters].each_with_index do |submitter_attrs, index|
-          uuid = find_submitter_uuid(template, submitter_attrs, index)
+          if submitter_attrs[:roles].present? && submitter_attrs[:roles].size > 1
+            template_submitter, template_submitters, submission.template_fields =
+              merge_submitters_and_fields(submitter_attrs, template_submitters,
+                                          submission.template_fields || submission.template.fields)
 
-          next if uuid.blank?
-          next if submitter_attrs.slice('email', 'phone', 'name').compact_blank.blank?
+            submission.template_schema = submission.template.schema if submission.template_schema.blank?
+
+            uuid = template_submitter['uuid']
+          else
+            if submitter_attrs[:roles].present? && submitter_attrs[:roles].size == 1
+              submitter_attrs[:role] = submitter_attrs[:roles].first
+            end
+
+            uuid = find_submitter_uuid(template_submitters, submitter_attrs, index)
+
+            next if uuid.blank?
+            next if submitter_attrs.slice('email', 'phone', 'name').compact_blank.blank?
+
+            submission.template_fields = submission.template.fields if submitter_attrs[:completed].present? &&
+                                                                       submission.template_fields.blank?
+
+            template_submitter = template_submitters.find { |e| e['uuid'] == uuid }
+          end
 
-          template_submitter = template.submitters.find { |e| e['uuid'] == uuid }
           submission.template_submitters << template_submitter.except('optional_invite_by_uuid', 'invite_by_uuid')
 
           is_order_sent = submitters_order == 'random' || index.zero?
@@ -41,6 +59,8 @@ module Submissions
                           preferences: preferences.merge(submission_preferences))
         end
 
+        maybe_set_template_fields(submission, attrs[:submitters])
+
         if submission.submitters.size > template.submitters.size
           raise BaseError, 'Defined more signing parties than in template'
         end
@@ -51,8 +71,20 @@ module Submissions
 
         submission.tap(&:save!)
       end
+
+      maybe_enqueue_expire_at(submissions)
+
+      submissions
+    end
+    # rubocop:enable Metrics
+
+    def maybe_enqueue_expire_at(submissions)
+      submissions.each do |submission|
+        next unless submission.expire_at?
+
+        ProcessSubmissionExpiredJob.perform_at(submission.expire_at, 'submission_id' => submission.id)
+      end
     end
-    # rubocop:enable Metrics/BlockLength
 
     def maybe_add_invite_submitters(submission, template)
       template.submitters.each_with_index do |item, index|
@@ -82,8 +114,10 @@ module Submissions
     def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil)
       template_fields = (submission.template_fields || submission.template.fields).deep_dup
 
+      submitters = submission.template_submitters || submission.template.submitters
+
       submitters_attrs.each_with_index do |submitter_attrs, index|
-        submitter_uuid = default_submitter_uuid || find_submitter_uuid(submission.template, submitter_attrs, index)
+        submitter_uuid = default_submitter_uuid || find_submitter_uuid(submitters, submitter_attrs, index)
 
         process_readonly_fields_param(submitter_attrs[:readonly_fields], template_fields, submitter_uuid)
         process_field_values_param(submitter_attrs[:values], template_fields, submitter_uuid)
@@ -100,6 +134,65 @@ module Submissions
       submission
     end
 
+    def merge_submitters_and_fields(submitter_attrs, template_submitters, template_fields)
+      selected_submitters = submitter_attrs[:roles].map do |role|
+        template_submitters.find { |e| e['name'].to_s.casecmp(role).zero? } ||
+          raise(BaseError, "#{role} role doesn't exist")
+      end
+
+      merge_role_uuids = selected_submitters.pluck('uuid')
+      old_role_uuids = template_submitters.pluck('uuid')
+      name = submitter_attrs[:role].presence || selected_submitters.pluck('name').join(' / ')
+
+      merged_submitter, template_submitters =
+        build_merged_submitter(template_submitters, role_uuids: merge_role_uuids, name:)
+
+      field_names_index = {}
+
+      sorted_fields = template_fields.sort_by { |e| old_role_uuids.index(e['submitter_uuid']) }
+
+      sorted_fields.each do |field|
+        next unless merge_role_uuids.include?(field['submitter_uuid'])
+
+        if (existing_field = field_names_index[field['name']])
+          existing_field['areas'] ||= []
+          existing_field['areas'].push(*field['areas'])
+          template_fields.delete(field)
+        else
+          field['submitter_uuid'] = merged_submitter['uuid']
+          field_names_index[field['name']] = field if field['name'].present?
+        end
+      end
+
+      [merged_submitter, template_submitters, template_fields]
+    end
+
+    def build_merged_submitter(submitters, role_uuids:, name:)
+      new_uuid = Digest::UUID.uuid_v5(Digest::UUID::OID_NAMESPACE, role_uuids.sort.join(':'))
+
+      merged_submitter = nil
+
+      submitters =
+        submitters.filter_map do |submitter|
+          submitter['optional_invite_by_uuid'] = new_uuid if role_uuids.include?(submitter['optional_invite_by_uuid'])
+          submitter['invite_by_uuid'] = new_uuid if role_uuids.include?(submitter['invite_by_uuid'])
+          submitter['linked_to_uuid'] = new_uuid if role_uuids.include?(submitter['linked_to_uuid'])
+
+          if role_uuids.include?(submitter['uuid'])
+            next if merged_submitter
+
+            merged_submitter = submitter.deep_dup
+            merged_submitter['uuid'] = new_uuid
+            merged_submitter['name'] = name
+            merged_submitter.delete('linked_to_uuid')
+          end
+
+          submitter
+        end
+
+      [merged_submitter, submitters]
+    end
+
     def process_readonly_fields_param(readonly_fields, template_fields, submitter_uuid)
       return if readonly_fields.blank?
 
@@ -178,11 +271,11 @@ module Submissions
       field
     end
 
-    def find_submitter_uuid(template, attrs, index)
+    def find_submitter_uuid(submitters, attrs, index)
       uuid = attrs[:uuid].presence
-      uuid ||= template.submitters.find { |e| e['name'].to_s.casecmp(attrs[:role].to_s).zero? }&.dig('uuid')
+      uuid ||= submitters.find { |e| e['name'].to_s.casecmp(attrs[:role].to_s).zero? }&.dig('uuid')
 
-      uuid || template.submitters[index]&.dig('uuid')
+      uuid || submitters[index]&.dig('uuid')
     end
 
     def build_submitter(submission:, attrs:, uuid:, is_order_sent:, user:, preferences:, params:)

lib/submissions/generate_audit_trail.rb

@@ -359,13 +359,14 @@ module Submissions
                 value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), account.locale)
               end
 
-              if field['type'] == 'number'
-                value = NumberUtils.format_number(value,
-                                                  field.dig('preferences', 'format'))
-              end
+              value = NumberUtils.format_number(value, field.dig('preferences', 'format')) if field['type'] == 'number'
 
               value = value.join(', ') if value.is_a?(Array)
 
+              if (mask = field.dig('preferences', 'mask').presence)
+                value = TextUtils.mask_value(value, mask)
+              end
+
               composer.formatted_text_box([{ text: TextUtils.maybe_rtl_reverse(value.to_s.presence || 'n/a') }],
                                           text_align: value.to_s.match?(RTL_REGEXP) ? :right : :left,
                                           padding: [0, 0, 10, 0])

lib/submissions/generate_combined_attachment.rb

@@ -23,15 +23,9 @@ module Submissions
           **Submissions::GenerateResultAttachments.build_signing_params(submitter, pkcs, tsa_url)
         }
 
-        begin
-          pdf.sign(io, **sign_params)
-        rescue HexaPDF::MalformedPDFError => e
-          Rollbar.error(e) if defined?(Rollbar)
-
-          pdf.sign(io, write_options: { incremental: false }, **sign_params)
-        end
+        sign_pdf(io, pdf, sign_params)
       else
-        pdf.write(io, incremental: true, validate: false)
+        pdf.write(io, incremental: true, validate: true)
       end
 
       Submissions::GenerateResultAttachments.maybe_enable_ltv(io, sign_params)
@@ -45,6 +39,20 @@ module Submissions
       )
     end
 
+    def sign_pdf(io, pdf, sign_params)
+      pdf.sign(io, **sign_params)
+    rescue HexaPDF::MalformedPDFError => e
+      Rollbar.error(e) if defined?(Rollbar)
+
+      pdf.sign(io, write_options: { incremental: false }, **sign_params)
+    rescue HexaPDF::Error => e
+      Rollbar.error(e) if defined?(Rollbar)
+
+      pdf.validate(auto_correct: true)
+
+      pdf.sign(io, write_options: { validate: false }, **sign_params)
+    end
+
     def build_combined_pdf(submitter)
       pdfs_index = Submissions::GenerateResultAttachments.generate_pdfs(submitter)
 

lib/submissions/generate_result_attachments.rb

@@ -4,12 +4,29 @@ module Submissions
   module GenerateResultAttachments
     FONT_SIZE = 11
     FONT_PATH = '/fonts/GoNotoKurrent-Regular.ttf'
+    FONT_BOLD_PATH = '/fonts/GoNotoKurrent-Bold.ttf'
     FONT_NAME = if File.exist?(FONT_PATH)
                   FONT_PATH
                 else
                   'Helvetica'
                 end
 
+    FONT_BOLD_NAME = if File.exist?(FONT_BOLD_PATH)
+                       FONT_BOLD_PATH
+                     else
+                       'Helvetica'
+                     end
+
+    FONT_ITALIC_NAME = 'Helvetica'
+    FONT_BOLD_ITALIC_NAME = 'Helvetica'
+
+    FONT_VARIANS = {
+      none: FONT_NAME,
+      bold: FONT_BOLD_NAME,
+      italic: FONT_ITALIC_NAME,
+      bold_italic: FONT_BOLD_ITALIC_NAME
+    }.freeze
+
     SIGN_REASON = 'Signed by %<name>s with DocuSeal.com'
 
     RTL_REGEXP = TextUtils::RTL_REGEXP
@@ -18,12 +35,15 @@ module Submissions
     TEXT_TOP_MARGIN = 1
     MAX_PAGE_ROTATE = 20
 
-    COURIER_FONT = 'Courier'
-
     A4_SIZE = [595, 842].freeze
 
     TESTING_FOOTER = 'Testing Document - NOT LEGALLY BINDING'
     DEFAULT_FONTS = %w[Times Helvetica Courier].freeze
+    FONTS_LINE_HEIGHT = {
+      'Times' => 1.4,
+      'Helvetica' => 1.4,
+      'Courier' => 1.6
+    }.freeze
 
     MISSING_GLYPH_REPLACE = {
       '▪' => '-',
@@ -192,8 +212,16 @@ module Submissions
           fill_color = field.dig('preferences', 'color').presence
 
           font_name = field.dig('preferences', 'font')
+          font_variant = (field.dig('preferences', 'font_type').presence || 'none').to_sym
+
           font_name = FONT_NAME unless font_name.in?(DEFAULT_FONTS)
-          font = pdf.fonts.add(font_name)
+
+          if font_variant != :none && font_name == FONT_NAME
+            font_name = FONT_VARIANS[font_variant]
+            font_variant = nil unless font_name.in?(DEFAULT_FONTS)
+          end
+
+          font = pdf.fonts.add(font_name, variant: font_variant)
 
           value = submitter.values[field['uuid']]
           value = field['default_value'] if field['type'] == 'heading'
@@ -391,6 +419,10 @@ module Submissions
           when ->(type) { type == 'cells' && !area['cell_w'].to_f.zero? }
             cell_width = area['cell_w'] * width
 
+            if (mask = field.dig('preferences', 'mask').presence)
+              value = TextUtils.mask_value(value, mask)
+            end
+
             chars = TextUtils.maybe_rtl_reverse(value).chars
             chars = chars.reverse if field.dig('preferences', 'align') == 'right'
 
@@ -440,8 +472,12 @@ module Submissions
 
             value = TextUtils.maybe_rtl_reverse(Array.wrap(value).join(', '))
 
+            if (mask = field.dig('preferences', 'mask').presence)
+              value = TextUtils.mask_value(value, mask)
+            end
+
             text_params = { font:, fill_color:, font_size: }
-            text_params[:line_height] = text_params[:font_size] * 1.6 if font_name == COURIER_FONT
+            text_params[:line_height] = text_params[:font_size] * (FONTS_LINE_HEIGHT[font_name] || 1)
 
             text = HexaPDF::Layout::TextFragment.create(value, **text_params)
 
@@ -450,7 +486,7 @@ module Submissions
 
             if preferences_font_size.blank? && box_height > (area['h'] * height) + 1
               text_params[:font_size] = (font_size / 1.4).to_i
-              text_params[:line_height] = text_params[:font_size] * 1.6 if font_name == COURIER_FONT
+              text_params[:line_height] = text_params[:font_size] * (FONTS_LINE_HEIGHT[font_name] || 1)
 
               text = HexaPDF::Layout::TextFragment.create(value, **text_params)
 
@@ -461,7 +497,7 @@ module Submissions
 
             if preferences_font_size.blank? && box_height > (area['h'] * height) + 1
               text_params[:font_size] = (font_size / 1.9).to_i
-              text_params[:line_height] = text_params[:font_size] * 1.6 if font_name == COURIER_FONT
+              text_params[:line_height] = text_params[:font_size] * (FONTS_LINE_HEIGHT[font_name] || 1)
 
               text = HexaPDF::Layout::TextFragment.create(value, **text_params)
 

lib/submissions/normalize_param_utils.rb

@@ -19,7 +19,9 @@ module Submissions
     end
 
     def normalize_submitter_params!(submitter_params, template, index = nil, for_submitter: nil)
-      default_values = submitter_params[:values] || {}
+      with_values = submitter_params[:values].present?
+
+      default_values = with_values ? submitter_params[:values] : {}
 
       submitter_params[:fields]&.each do |f|
         default_values[f[:name].presence || f[:uuid]] = f[:default_value] if f.key?(:default_value)
@@ -33,8 +35,9 @@ module Submissions
                                          default_values,
                                          submitter_name: submitter_params[:role] ||
                                                          template.submitters.dig(index, 'name'),
+                                         role_names: submitter_params[:roles],
                                          for_submitter:,
-                                         throw_errors: true)
+                                         throw_errors: !with_values)
 
       submitter_params[:values] = values
 

lib/submitters/normalize_values.rb

@@ -17,38 +17,47 @@ module Submitters
 
     module_function
 
-    def call(template, values, submitter_name: nil, for_submitter: nil, throw_errors: false)
-      fields = fetch_fields(template, submitter_name:, for_submitter:)
+    def call(template, values, submitter_name: nil, role_names: nil, for_submitter: nil, throw_errors: false)
+      fields =
+        if role_names.present?
+          fetch_roles_fields(template, roles: role_names)
+        else
+          fetch_fields(template, submitter_name:, for_submitter:)
+        end
 
       fields_uuid_index = fields.index_by { |e| e['uuid'] }
       fields_name_index = build_fields_index(fields)
 
       attachments = []
 
-      normalized_values = values.to_h.filter_map do |key, value|
-        if fields_uuid_index[key].blank?
-          original_key = key
-
-          key = fields_name_index[key]&.dig('uuid') || fields_name_index[key.to_s.downcase]&.dig('uuid')
-
-          raise(UnknownFieldName, "Unknown field: #{original_key}") if key.blank? && throw_errors
-        end
-
+      normalized_values = values.to_h.each_with_object({}) do |(key, value), acc|
         next if key.blank?
 
-        field = fields_uuid_index[key]
+        uuid_field = fields_uuid_index[key]
 
-        if field['type'].in?(%w[initials signature image file stamp]) && value.present?
-          new_value, new_attachments =
-            normalize_attachment_value(value, field, template.account, attachments, for_submitter)
+        value_fields = [uuid_field] if uuid_field
 
-          attachments.push(*new_attachments)
+        if value_fields.blank?
+          value_fields = fields_name_index[key].presence || fields_name_index[key.to_s.downcase]
 
-          value = new_value
+          raise(UnknownFieldName, "Unknown field: #{key}") if value_fields.blank? && throw_errors
         end
 
-        [key, normalize_value(field, value)]
-      end.to_h
+        next if value_fields.blank?
+
+        value_fields.each do |field|
+          if field['type'].in?(%w[initials signature image file stamp]) && value.present?
+            new_value, new_attachments =
+              normalize_attachment_value(value, field, template.account, attachments, for_submitter)
+
+            attachments.push(*new_attachments)
+
+            value = new_value
+          end
+
+          acc[field['uuid']] = normalize_value(field, value)
+        end
+      end
 
       [normalized_values, attachments]
     end
@@ -103,10 +112,24 @@ module Submitters
       end
     end
 
+    def fetch_roles_fields(template, roles:)
+      submitters = roles.map do |submitter_name|
+        template.submitters.find { |e| e['name'] == submitter_name } ||
+          raise(UnknownSubmitterName,
+                "Unknown submitter role: #{submitter_name}. Template defines #{template.submitters.pluck('name')}")
+      end
+
+      role_uuids = submitters.pluck('uuid')
+
+      template.fields.select do |e|
+        role_uuids.include?(e['submitter_uuid'])
+      end
+    end
+
     def build_fields_index(fields)
-      fields.index_by { |e| e['name'] }
-            .merge(fields.index_by { |e| e['name'].to_s.parameterize.underscore })
-            .merge(fields.index_by { |e| e['name'].to_s.downcase })
+      fields.group_by { |e| e['name'] }
+            .merge(fields.group_by { |e| e['name'].to_s.parameterize.underscore })
+            .merge(fields.group_by { |e| e['name'].to_s.downcase })
     end
 
     def normalize_attachment_value(value, field, account, attachments, for_submitter = nil)

lib/tasks/annotate_rb.rake

@@ -0,0 +1,10 @@
+# frozen_string_literal: true
+
+# This rake task was added by annotate_rb gem.
+
+# Can set `ANNOTATERB_SKIP_ON_DB_TASKS` to be anything to skip this
+if Rails.env.development? && ENV['ANNOTATERB_SKIP_ON_DB_TASKS'].nil?
+  require 'annotate_rb'
+
+  AnnotateRb::Core.load_rake_tasks
+end

lib/tasks/auto_annotate_models.rake

@@ -1,57 +0,0 @@
-# frozen_string_literal: true
-
-if Rails.env.development?
-  require 'annotate'
-
-  task set_annotation_options: :environment do
-    Annotate.set_defaults(
-      'active_admin' => 'false',
-      'additional_file_patterns' => [],
-      'routes' => 'false',
-      'models' => 'true',
-      'position_in_routes' => 'before',
-      'position_in_class' => 'before',
-      'position_in_test' => 'before',
-      'position_in_fixture' => 'before',
-      'position_in_factory' => 'before',
-      'position_in_serializer' => 'before',
-      'show_foreign_keys' => 'true',
-      'show_complete_foreign_keys' => 'false',
-      'show_indexes' => 'true',
-      'simple_indexes' => 'false',
-      'model_dir' => 'app/models',
-      'root_dir' => '',
-      'include_version' => 'false',
-      'require' => '',
-      'exclude_tests' => 'true',
-      'exclude_fixtures' => 'true',
-      'exclude_factories' => 'true',
-      'exclude_serializers' => 'false',
-      'exclude_scaffolds' => 'true',
-      'exclude_controllers' => 'true',
-      'exclude_helpers' => 'true',
-      'exclude_sti_subclasses' => 'false',
-      'ignore_model_sub_dir' => 'false',
-      'ignore_columns' => nil,
-      'ignore_routes' => nil,
-      'ignore_unknown_models' => 'false',
-      'hide_limit_column_types' => 'integer,bigint,boolean',
-      'hide_default_column_types' => 'json,jsonb,hstore',
-      'skip_on_db_migrate' => 'false',
-      'format_bare' => 'true',
-      'format_rdoc' => 'false',
-      'format_yard' => 'false',
-      'format_markdown' => 'false',
-      'sort' => 'false',
-      'force' => 'false',
-      'frozen' => 'false',
-      'classified_sort' => 'true',
-      'trace' => 'false',
-      'wrapper_open' => nil,
-      'wrapper_close' => nil,
-      'with_comment' => 'true'
-    )
-  end
-
-  Annotate.load_tasks
-end

lib/templates/find_acro_fields.rb

@@ -21,6 +21,8 @@ module Templates
       Escolher
     )\b/ix
 
+    DATE_FORMAT_REGEXP = %r{[myd]{2,4}[-\\/\s.][myd]{2,4}[-\\/\s.][myd]{2,4}}i
+
     FIELD_ALIGNMENT = {
       0 => 'left',
       1 => 'center',
@@ -30,8 +32,8 @@ module Templates
     module_function
 
     # rubocop:disable Metrics
-    def call(pdf, attachment)
-      return [] unless pdf.acro_form
+    def call(pdf, attachment, data)
+      return [] if pdf.acro_form.blank? && data.exclude?('/Form')
 
       fields, annots_index = build_fields_with_pages(pdf)
 
@@ -101,7 +103,7 @@ module Templates
 
         {
           uuid: SecureRandom.uuid,
-          required: false,
+          required: field.flags.include?(:required),
           preferences: {},
           areas:,
           **field_properties
@@ -147,7 +149,7 @@ module Templates
           options: build_options(field[:Opt], 'radio'),
           default_value: selected_option
         }
-      elsif field.field_type == :Btn && field.concrete_field_type == :check_box &&
+      elsif field.field_type == :Btn && %i[check_box radio_button].include?(field.concrete_field_type) &&
             field[:Kids].present? && field[:Kids].size > 1 && field.allowed_values.size > 1
         selected_option = (field.allowed_values || []).find { |v| v == field.field_value }
 
@@ -187,15 +189,29 @@ module Templates
           default_value: field.field_value
         }
       elsif field.field_type == :Tx
-        {
-          **attrs,
-          type: 'text',
-          default_value: field.field_value
-        }
+        if field[:AA] && ((field[:AA][:F] && field[:AA][:F][:JS].include?('AFDate_')) ||
+            (field[:AA][:K] && field[:AA][:F][:JS].include?('AFDate_')))
+          if (format = field[:AA][:F][:JS][DATE_FORMAT_REGEXP])
+            attrs[:preferences] ||= {}
+            attrs[:preferences][:format] = format.upcase
+          end
+
+          {
+            **attrs,
+            type: 'date',
+            default_value: field.field_value
+          }
+        else
+          {
+            **attrs,
+            type: 'text',
+            default_value: field.field_value
+          }
+        end
       elsif field.field_type == :Sig
         {
           **attrs,
-          type: 'signature'
+          type: field.try(:field_name).to_s.downcase.include?('initials') ? 'initials' : 'signature'
         }
       else
         {}

lib/templates/process_document.rb

@@ -22,7 +22,7 @@ module Templates
         if extract_fields && data.size < MAX_FLATTEN_FILE_SIZE
           pdf = HexaPDF::Document.new(io: StringIO.new(data))
 
-          fields = Templates::FindAcroFields.call(pdf, attachment)
+          fields = Templates::FindAcroFields.call(pdf, attachment, data)
         end
 
         generate_pdf_preview_images(attachment, data, pdf, max_pages:)
@@ -85,6 +85,8 @@ module Templates
         end
 
       Concurrent::Promise.zip(*promises).value!.each do |blob|
+        next unless blob
+
         ApplicationRecord.no_touching do
           ActiveStorage::Attachment.create!(
             blob:,
@@ -114,6 +116,10 @@ module Templates
       blob.upload(io)
 
       blob
+    rescue Vips::Error => e
+      Rollbar.warning(e) if defined?(Rollbar)
+
+      nil
     end
 
     def maybe_flatten_form(data, pdf)

lib/text_utils.rb

@@ -2,6 +2,8 @@
 
 module TextUtils
   RTL_REGEXP = /[\p{Hebrew}\p{Arabic}]/
+  MASK_REGEXP = /[^\s\-_\[\]\(\)\+\?\.\,]/
+  MASK_SYMBOL = 'X'
 
   module_function
 
@@ -13,6 +15,24 @@ module TextUtils
     false
   end
 
+  def mask_value(text, unmask_size = 0)
+    if unmask_size.is_a?(Numeric) && !unmask_size.zero? && unmask_size.abs < text.length
+      if unmask_size.negative?
+        [
+          text.first(text.length + unmask_size).gsub(MASK_REGEXP, MASK_SYMBOL),
+          text.last(-unmask_size)
+        ].join
+      elsif unmask_size.positive?
+        [
+          text.first(unmask_size),
+          text.last(text.length - unmask_size).gsub(MASK_REGEXP, MASK_SYMBOL)
+        ].join
+      end
+    else
+      text.to_s.gsub(MASK_REGEXP, MASK_SYMBOL)
+    end
+  end
+
   def maybe_rtl_reverse(text)
     if text.match?(RTL_REGEXP)
       TwitterCldr::Shared::Bidi

spec/system/signing_form_spec.rb

@@ -772,6 +772,64 @@ RSpec.describe 'Signing Form', type: :system do
     end
   end
 
+  context 'when the masked field' do
+    let(:template) { create(:template, submitter_count: 2, account:, author:, only_field_types: %w[text]) }
+    let(:submission) { create(:submission, template: template) }
+    let!(:first_submitter) { create(:submitter, submission:, uuid: template.submitters[0]['uuid'], account:) }
+    let!(:second_submitter) { create(:submitter, submission:, uuid: template.submitters[1]['uuid'], account:) }
+
+    it 'shows the masked value instead of the real value' do
+      field = submission.template_fields.find do |f|
+        f['name'] == 'First Name' && f['submitter_uuid'] == first_submitter.uuid
+      end
+      field['preferences']['mask'] = true
+      submission.save!
+
+      visit submit_form_path(slug: first_submitter.slug)
+
+      fill_in 'First Name', with: 'Jahn'
+      click_button 'Complete'
+
+      visit submit_form_path(slug: second_submitter.slug)
+
+      expect(page).to have_content('XXXX')
+    end
+  end
+
+  context 'when the template requires multiple submitters' do
+    let(:template) { create(:template, submitter_count: 2, account:, author:, only_field_types: %w[text]) }
+
+    context 'when default signer details are not defined' do
+      it 'shows an explanation error message if a logged-in user associated with the template account opens the link' do
+        sign_in author
+        visit start_form_path(slug: template.slug)
+        fill_in 'Email', with: author.email
+        click_button 'Start'
+
+        expect(page).to have_content('This submission has multiple signers, which prevents the use of a sharing link ' \
+                                     "as it's unclear which signer is responsible for specific fields. " \
+                                     'To resolve this, follow this guide to define the default signer details.')
+        expect(page).to have_link('guide', href: 'https://www.docuseal.com/resources/pre-filling-recipients')
+      end
+
+      it 'shows a "Not found" error message if a logged-out user associated with the template account opens the link' do
+        visit start_form_path(slug: template.slug)
+        fill_in 'Email', with: author.email
+        click_button 'Start'
+
+        expect(page).to have_content('Not found')
+      end
+
+      it 'shows a "Not found" error message if an unrelated user opens the link' do
+        visit start_form_path(slug: template.slug)
+        fill_in 'Email', with: 'john.doe@example.com'
+        click_button 'Start'
+
+        expect(page).to have_content('Not found')
+      end
+    end
+  end
+
   it 'sends completed email' do
     template = create(:template, account:, author:, only_field_types: %w[text signature])
     submission = create(:submission, template:)