Merge from docusealco/wip

Gemfile.lock

@@ -179,7 +179,7 @@ GEM
     dotenv (3.2.0)
     drb (2.2.3)
     email_typo (0.2.3)
-    erb (6.0.2)
+    erb (6.0.4)
     erb_lint (0.9.0)
       activesupport
       better_html (>= 2.0.1)

app/controllers/api/active_storage_blobs_proxy_controller.rb

@@ -33,9 +33,15 @@ module Api
       else
         http_cache_forever public: true do
           response.headers['Accept-Ranges'] = 'bytes'
-          response.headers['Content-Length'] = blob.byte_size.to_s
 
-          send_blob_stream blob, disposition: params[:disposition]
+          if request.head?
+            response.headers['Content-Type'] = blob.content_type_for_serving
+            head :ok
+          else
+            send_blob_stream blob, disposition: params[:disposition]
+          end
+
+          response.headers['Content-Length'] = blob.byte_size.to_s
         end
       end
     end
@@ -57,8 +63,6 @@ module Api
         return if !require_ttl && !require_auth
       end
 
-      Rollbar.error('Blob unauthorized') if defined?(Rollbar)
-
       raise CanCan::AccessDenied
     end
   end

app/controllers/api/submitters_controller.rb

@@ -161,9 +161,7 @@ module Api
           submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
         end
 
-        submitter.values = submitter.values.transform_values do |v|
+        submitter.values = Submitters::SubmitValues.replace_current_date_placeholders(submitter)
-          v == '{{date}}' ? Time.current.in_time_zone(submitter.account.timezone).to_date.to_s : v
-        end
       end
 
       submitter
@@ -205,10 +203,15 @@ module Api
 
       submitter.preferences['send_sms'] = submitter_preferences['send_sms'] if submitter_preferences.key?('send_sms')
       submitter.preferences['reply_to'] = submitter_preferences['reply_to'] if submitter_preferences.key?('reply_to')
+
       if submitter_preferences.key?('require_phone_2fa')
         submitter.preferences['require_phone_2fa'] = submitter_preferences['require_phone_2fa']
       end
 
+      if submitter_preferences.key?('require_email_2fa')
+        submitter.preferences['require_email_2fa'] = submitter_preferences['require_email_2fa']
+      end
+
       if submitter_preferences.key?('go_to_last')
         submitter.preferences['go_to_last'] = submitter_preferences['go_to_last']
       end

app/controllers/preview_document_page_controller.rb

@@ -41,7 +41,7 @@ class PreviewDocumentPageController < ActionController::API
   end
 
   def find_or_create_document_tempfile_path(attachment)
-    file_path = "#{Dir.tmpdir}/#{attachment.uuid}"
+    file_path = "#{Dir.tmpdir}/attachment-#{Digest::SHA1.hexdigest("#{attachment.id}-#{attachment.uuid}")}"
 
     File.open(file_path, File::RDWR | File::CREAT, 0o644) do |f|
       f.flock(File::LOCK_EX)

app/controllers/reveal_access_token_controller.rb

@@ -1,6 +1,14 @@
 # frozen_string_literal: true
 
 class RevealAccessTokenController < ApplicationController
+  rate_limit to: 4, within: 1.minute, only: %i[create], by: -> { current_user.id }, with: lambda {
+    Rollbar.error('Rate limit api key') if defined?(Rollbar)
+
+    render turbo_stream: turbo_stream.replace(:modal, template: 'reveal_access_token/show',
+                                                      locals: { error_message: I18n.t(:too_many_attempts) }),
+           status: :unprocessable_content
+  }
+
   def show
     authorize!(:manage, current_user.access_token)
   end

app/controllers/send_submission_email_controller.rb

@@ -14,7 +14,7 @@ class SendSubmissionEmailController < ApplicationController
       template = Template.find_by!(slug: params[:template_slug])
 
       @submitter =
-        Submitter.completed.where(submission: template.submissions).find_by!(email: params[:email].to_s.downcase)
+        Submitter.completed.where(submission: template.submissions).find_by(email: params[:email].to_s.downcase)
     elsif params[:submission_slug]
       submission = Submission.find_by(slug: params[:submission_slug])
 
@@ -27,9 +27,11 @@ class SendSubmissionEmailController < ApplicationController
       @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
     end
 
-    RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
+    if @submitter
+      RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
 
-    SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! if can_send?(@submitter)
+      SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! if can_send?(@submitter)
+    end
 
     respond_to do |f|
       f.html { render :success }

app/controllers/templates_controller.rb

@@ -1,6 +1,10 @@
 # frozen_string_literal: true
 
 class TemplatesController < ApplicationController
+  TEMPLATE_FIELDS = %i[id author_id folder_id external_id name slug
+                       schema fields submitters variables_schema preferences
+                       shared_link source archived_at created_at updated_at].freeze
+
   load_and_authorize_resource :template
 
   def show
@@ -33,10 +37,11 @@ class TemplatesController < ApplicationController
     ).call
 
     @template_data =
-      @template.as_json.merge(
+      @template.as_json(only: TEMPLATE_FIELDS).merge(
         documents: @template.schema_documents.as_json(
+          only: %i[id uuid],
           methods: %i[metadata signed_key],
-          include: { preview_images: { methods: %i[url metadata filename] } }
+          include: { preview_images: { only: %i[id], methods: %i[url metadata filename] } }
         )
       ).to_json
 

app/controllers/testing_accounts_controller.rb

@@ -3,7 +3,7 @@
 class TestingAccountsController < ApplicationController
   skip_authorization_check only: :destroy
 
-  def show
+  def create
     authorize!(:manage, current_account)
     authorize!(:manage, current_user)
 

app/javascript/application.js

@@ -169,6 +169,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       withKba: ['true', 'false'].includes(this.dataset.withKba) ? this.dataset.withKba === 'true' : null,
       withLogo: this.dataset.withLogo !== 'false',
       withFieldsDetection: this.dataset.withFieldsDetection === 'true',
+      withDetectExistingFields: this.dataset.withDetectExistingFields === 'true',
       editable: this.dataset.editable !== 'false',
       authenticityToken: document.querySelector('meta[name="csrf-token"]')?.content,
       withCustomFields: true,
@@ -180,6 +181,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       withConditions: this.dataset.withConditions === 'true',
       withDynamicDocuments: this.dataset.withDynamicDocuments === 'true',
       withGoogleDrive: this.dataset.withGoogleDrive === 'true',
+      pagePreviewFormat: this.dataset.pagePreviewFormat || '.jpg',
       withReplaceAndCloneUpload: true,
       withDownload: true,
       currencies: (this.dataset.currencies || '').split(',').filter(Boolean),

app/javascript/draw.js

@@ -11,6 +11,7 @@ window.customElements.define('draw-signature', class extends HTMLElement {
     this.resizeObserver = new ResizeObserver(() => {
       requestAnimationFrame(() => {
         if (!this.canvas) return
+        if (!this.canvas.parentNode?.clientWidth) return
 
         const { width, height } = this.canvas
 
@@ -89,7 +90,7 @@ window.customElements.define('draw-signature', class extends HTMLElement {
   }
 
   redrawCanvas (oldWidth, oldHeight) {
-    if (this.pad && !this.pad.isEmpty() && oldWidth > 0 && oldHeight > 0) {
+    if (this.pad && !this.pad.isEmpty() && oldWidth > 0 && oldHeight > 0 && this.canvas.width > 0 && this.canvas.height > 0) {
       const sx = this.canvas.width / oldWidth
       const sy = this.canvas.height / oldHeight
 

app/javascript/elements/signature_form.js

@@ -14,6 +14,7 @@ export default targetable(class extends HTMLElement {
     this.resizeObserver = new ResizeObserver(() => {
       requestAnimationFrame(() => {
         if (!this.canvas) return
+        if (!this.canvas.parentNode?.clientWidth) return
 
         const { width, height } = this.canvas
 
@@ -80,7 +81,7 @@ export default targetable(class extends HTMLElement {
   }
 
   redrawCanvas (oldWidth, oldHeight) {
-    if (this.pad && !this.pad.isEmpty() && oldWidth > 0 && oldHeight > 0) {
+    if (this.pad && !this.pad.isEmpty() && oldWidth > 0 && oldHeight > 0 && this.canvas.width > 0 && this.canvas.height > 0) {
       const sx = this.canvas.width / oldWidth
       const sy = this.canvas.height / oldHeight
 

app/javascript/submission_form/appears_on.vue

@@ -42,10 +42,25 @@ export default {
       const areas = {}
 
       this.field.areas?.forEach((area) => {
-        areas[area.attachment_uuid + area.page] ||= area
+        areas[area.attachment_uuid] ||= []
+        areas[area.attachment_uuid].push(area)
       })
 
-      return Object.values(areas).slice(0, 6)
+      const sortedAreas = Object.values(areas).reduce((acc, group) => {
+        const seen = {}
+        const sortedGroup = [...group].sort((a, b) => a.page - b.page)
+
+        sortedGroup.forEach((area) => {
+          if (!seen[area.page]) {
+            seen[area.page] = true
+            acc.push(area)
+          }
+        })
+
+        return acc
+      }, [])
+
+      return sortedAreas.slice(0, 6)
     }
   }
 }

app/javascript/submission_form/area.vue

@@ -527,7 +527,8 @@ export default {
         try {
           return this.formatDate(
             this.modelValue === '{{date}}' ? new Date() : new Date(this.modelValue),
-            this.field.preferences?.format || (this.locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY')
+            this.field.preferences?.format || (this.locale.endsWith('-US') ? 'MM/DD/YYYY' : 'DD/MM/YYYY'),
+            { withTimePlaceholders: this.modelValue === '{{date}}' }
           )
         } catch {
           return this.modelValue
@@ -646,36 +647,55 @@ export default {
         return number
       }
     },
-    formatDate (date, format) {
+    formatDate (date, format, { withTimePlaceholders = false } = {}) {
-      const monthFormats = {
+      const monthFormats = { M: 'numeric', MM: '2-digit', MMM: 'short', MMMM: 'long' }
-        M: 'numeric',
+      const dayFormats = { D: 'numeric', DD: '2-digit' }
-        MM: '2-digit',
+      const yearFormats = { YYYY: 'numeric', YYY: 'numeric', YY: '2-digit' }
-        MMM: 'short',
+      const hourFormats = { H: 'numeric', HH: '2-digit', h: 'numeric', hh: '2-digit' }
-        MMMM: 'long'
+      const minuteFormats = { m: 'numeric', mm: '2-digit' }
-      }
+      const secondFormats = { s: 'numeric', ss: '2-digit' }
 
-      const dayFormats = {
+      const hasTime = /[HhAasz]/.test(format)
-        D: 'numeric',
-        DD: '2-digit'
-      }
 
-      const yearFormats = {
+      const opts = {
-        YYYY: 'numeric',
-        YYY: 'numeric',
-        YY: '2-digit'
-      }
-
-      const parts = new Intl.DateTimeFormat([], {
         day: dayFormats[format.match(/D+/)],
         month: monthFormats[format.match(/M+/)],
-        year: yearFormats[format.match(/Y+/)],
+        year: yearFormats[format.match(/Y+/)]
-        timeZone: 'UTC'
+      }
-      }).formatToParts(date)
 
-      return format
+      if (format.match(/H+/)) { opts.hour = hourFormats[format.match(/H+/)[0]]; opts.hour12 = false }
-        .replace(/D+/, parts.find((p) => p.type === 'day').value)
+      if (format.match(/h+/)) { opts.hour = hourFormats[format.match(/h+/)[0]]; opts.hour12 = true }
-        .replace(/M+/, parts.find((p) => p.type === 'month').value)
+      if (/[Aa]/.test(format) && opts.hour12 === undefined) opts.hour12 = true
-        .replace(/Y+/, parts.find((p) => p.type === 'year').value)
+      if (format.match(/m+/)) opts.minute = minuteFormats[format.match(/m+/)[0]]
+      if (format.match(/s+/)) opts.second = secondFormats[format.match(/s+/)[0]]
+      if (/z/.test(format)) opts.timeZoneName = 'short'
+      if (!hasTime) opts.timeZone = 'UTC'
+
+      const partTypes = {
+        M: 'month',
+        D: 'day',
+        Y: 'year',
+        H: 'hour',
+        h: 'hour',
+        m: 'minute',
+        s: 'second',
+        z: 'timeZoneName',
+        A: 'dayPeriod',
+        a: 'dayPeriod'
+      }
+
+      const parts = new Intl.DateTimeFormat([], opts).formatToParts(date)
+
+      return format.replace(/MMMM|MMM|MM|M|DD|D|YYYY|YYY|YY|HH|hh|H|h|mm|m|ss|s|A|a|z/g, (token) => {
+        if (withTimePlaceholders && /^(HH|hh|H|h|mm|m|ss|s|A|a)$/.test(token)) return '--'
+
+        const value = parts.find((p) => p.type === partTypes[token[0]])?.value
+
+        if (token === 'A') return (value || '').toUpperCase()
+        if (token === 'a') return (value || '').toLowerCase()
+
+        return value
+      })
     },
     updateMultipleSelectValue (value) {
       if (this.modelValue?.includes(value)) {

app/javascript/submission_form/date_step.vue

@@ -56,12 +56,18 @@
         class="base-input !text-2xl text-center w-full"
         :required="field.required"
         :aria-describedby="field.description ? field.uuid + '-desc' : undefined"
-        type="date"
+        :type="inputType"
-        :name="`values[${field.uuid}]`"
+        :name="formatType === 'datetime' ? undefined : `values[${field.uuid}]`"
         @keydown.enter="onEnter"
         @focus="$emit('focus')"
         @paste="onPaste"
       >
+      <input
+        v-if="formatType === 'datetime'"
+        type="hidden"
+        :name="`values[${field.uuid}]`"
+        :value="modelValue"
+      >
     </div>
   </div>
 </template>
@@ -97,14 +103,19 @@ export default {
   },
   emits: ['update:model-value', 'focus', 'submit'],
   computed: {
+    formatType () {
+      const format = this.field.preferences?.format || ''
+
+      if (/[HhAasz]/.test(format)) return 'datetime'
+      if (format && !/[Dd]/.test(format)) return 'month'
+
+      return 'date'
+    },
+    inputType () {
+      return { datetime: 'datetime-local', month: 'month', date: 'date' }[this.formatType]
+    },
     dateNowString () {
-      const today = new Date()
+      return this.formatDateValue(new Date())
-
-      const yyyy = today.getFullYear()
-      const mm = String(today.getMonth() + 1).padStart(2, '0')
-      const dd = String(today.getDate()).padStart(2, '0')
-
-      return `${yyyy}-${mm}-${dd}`
     },
     validationMin () {
       if (this.field.validation?.min) {
@@ -121,6 +132,8 @@ export default {
       }
     },
     withToday () {
+      if (this.formatType === 'datetime') return false
+
       const todayDate = new Date().setHours(0, 0, 0, 0)
 
       if (this.validationMin) {
@@ -137,9 +150,25 @@ export default {
     },
     value: {
       set (value) {
+        if (this.formatType === 'datetime' && value) {
+          const d = new Date(value)
+
+          if (!isNaN(d)) {
+            this.$emit('update:model-value', d.toISOString())
+
+            return
+          }
+        }
+
         this.$emit('update:model-value', value)
       },
       get () {
+        if (this.formatType === 'datetime') {
+          const d = new Date(this.modelValue)
+
+          return isNaN(d) ? '' : this.formatDateValue(d)
+        }
+
         return this.modelValue
       }
     }
@@ -163,20 +192,32 @@ export default {
 
       const parsedDate = new Date(pasteData)
 
-      if (!isNaN(parsedDate)) {
+      if (isNaN(parsedDate)) return
-        const inputEl = this.$refs.input
 
-        inputEl.valueAsDate = new Date(parsedDate.getTime() - parsedDate.getTimezoneOffset() * 60000)
+      this.setInputValue(parsedDate)
-
-        inputEl.dispatchEvent(new Event('input', { bubbles: true }))
-      }
     },
     setCurrentDate () {
+      this.setInputValue(new Date())
+    },
+    setInputValue (date) {
       const inputEl = this.$refs.input
 
-      inputEl.valueAsDate = new Date(new Date().getTime() - new Date().getTimezoneOffset() * 60000)
+      if (this.formatType === 'date') {
+        inputEl.valueAsDate = new Date(date.getTime() - date.getTimezoneOffset() * 60000)
+      } else {
+        inputEl.value = this.formatDateValue(date)
+      }
 
       inputEl.dispatchEvent(new Event('input', { bubbles: true }))
+    },
+    formatDateValue (date) {
+      const pad = (n) => String(n).padStart(2, '0')
+      const ymd = `${date.getFullYear()}-${pad(date.getMonth() + 1)}-${pad(date.getDate())}`
+
+      if (this.formatType === 'month') return ymd.slice(0, 7)
+      if (this.formatType === 'datetime') return `${ymd}T${pad(date.getHours())}:${pad(date.getMinutes())}`
+
+      return ymd
     }
   }
 }

app/javascript/submission_form/signature_step.vue

@@ -544,6 +544,7 @@ export default {
       this.resizeObserver = new ResizeObserver(() => {
         requestAnimationFrame(() => {
           if (!this.$refs.canvas) return
+          if (!this.$refs.canvas.parentNode?.clientWidth) return
 
           const { width, height } = this.$refs.canvas
 
@@ -586,7 +587,7 @@ export default {
     redrawCanvas (oldWidth, oldHeight) {
       const canvas = this.$refs.canvas
 
-      if (this.pad && !this.isTextSignature && !this.pad.isEmpty() && oldWidth > 0 && oldHeight > 0) {
+      if (this.pad && !this.isTextSignature && !this.pad.isEmpty() && oldWidth > 0 && oldHeight > 0 && canvas.width > 0 && canvas.height > 0) {
         const sx = canvas.width / oldWidth
         const sy = canvas.height / oldHeight
 

app/javascript/template_builder/area.vue

@@ -113,7 +113,7 @@
           <div
             ref="textContainer"
             class="flex items-center px-0.5"
-            :style="{ color: field.preferences?.color }"
+            :style="{ color: isConditionMatch ? field.preferences?.color : '#9ca3af' }"
             :class="{ 'w-full h-full': isWFullType }"
           >
             <IconCheck
@@ -131,13 +131,13 @@
               />
             </template>
             <span
-              v-else-if="field.type === 'number' && !isValueInput && (field.default_value || field.default_value == 0)"
+              v-else-if="field.type === 'number' && !isContenteditable && (displayValue || displayValue == 0)"
               class="whitespace-pre-wrap"
-            >{{ formatNumber(field.default_value, field.preferences?.format) }}</span>
+            >{{ formatNumber(displayValue, field.preferences?.format) }}</span>
             <span
               v-else-if="field.default_value === '{{date}}'"
             >
-              {{ t('signing_date') }}
+              {{ /[HhAasz]/.test(field.preferences?.format || '') ? t('signing_date_and_time') : t('signing_date') }}
             </span>
             <div
               v-else-if="field.type === 'cells' && field.default_value"
@@ -183,12 +183,12 @@
               :contenteditable="isValueInput"
               class="whitespace-pre-wrap outline-none empty:before:content-[attr(placeholder)] before:text-base-content/30"
               :class="{ 'cursor-text': isValueInput }"
-              :placeholder="withFieldPlaceholder && !isValueInput ? defaultField?.title || field.title || field.name || defaultName : (field.type === 'date' ? field.preferences?.format || t('type_value') : t('type_value'))"
+              :placeholder="withFieldPlaceholder && !isValueInput ? defaultField?.title || field.title || field.name || defaultName : (isConditionMatch ? (field.type === 'date' ? field.preferences?.format || t('type_value') : t('type_value')) : '')"
               @blur="onDefaultValueBlur"
               @focus="selectedAreasRef.value = [area]"
               @paste.prevent="onPaste"
               @keydown.enter="onDefaultValueEnter"
-            >{{ field.default_value }}</span>
+            >{{ displayValue }}</span>
           </div>
         </div>
         <component
@@ -241,6 +241,16 @@ export default {
       required: false,
       default: false
     },
+    conditionalFieldIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
+    formulaValuesIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
     isDraw: {
       type: Boolean,
       required: false,
@@ -323,11 +333,27 @@ export default {
     fieldNames: FieldType.computed.fieldNames,
     fieldLabels: FieldType.computed.fieldLabels,
     fieldIcons: FieldType.computed.fieldIcons,
+    isConditionMatch () {
+      return !this.inputMode || this.conditionalFieldIndex[this.field.uuid] !== false
+    },
+    displayValue () {
+      if (this.field.preferences?.formula && this.field.type !== 'payment') {
+        const computed = this.formulaValuesIndex[this.field.uuid]
+
+        if (computed != null) {
+          return computed
+        }
+      }
+
+      return this.field.default_value
+    },
     bgClasses () {
       if (this.field.type === 'heading') {
         return 'bg-gray-50'
       } else if (this.field.type === 'strikethrough') {
         return 'bg-transparent'
+      } else if (!this.isConditionMatch) {
+        return 'bg-gray-100'
       } else {
         return this.bgColors[this.submitterIndex % this.bgColors.length]
       }
@@ -337,6 +363,8 @@ export default {
         return ''
       } else if (this.field.type === 'strikethrough') {
         return 'border-dashed border-gray-300'
+      } else if (!this.isConditionMatch) {
+        return 'border-gray-300'
       } else {
         return this.borderColors[this.submitterIndex % this.borderColors.length]
       }
@@ -390,7 +418,7 @@ export default {
       return this.basePageWidth / 612.0
     },
     isDefaultValuePresent () {
-      return this.field?.default_value || this.field?.default_value === 0
+      return this.field?.default_value || this.field?.default_value === 0 || this.displayValue || this.displayValue === 0
     },
     isSelectInput () {
       return this.inputMode && (this.field.type === 'select' || (this.field.type === 'radio' && this.field.areas?.length < 2))
@@ -399,6 +427,8 @@ export default {
       return this.inputMode && (this.field.type === 'checkbox' || (['radio', 'multiple'].includes(this.field.type) && this.area.option_uuid))
     },
     isValueInput () {
+      if (this.inputMode && this.field.preferences?.formula) return false
+
       return (this.field.type === 'heading' && this.isHeadingSelected) || this.isContenteditable ||
         (this.inputMode && (['text', 'number'].includes(this.field.type) || (this.field.type === 'date' && this.field.default_value !== '{{date}}')))
     },
@@ -511,7 +541,7 @@ export default {
       return option?.value || `${this.t('option')} ${this.field.options.indexOf(option) + 1}`
     },
     maybeToggleDefaultValue () {
-      if (!this.editable || this.isCmdKeyRef.value) {
+      if (!this.editable || this.isCmdKeyRef.value || this.field.preferences?.formula) {
         return
       }
 
@@ -559,6 +589,10 @@ export default {
       }
     },
     focusValueInput (e) {
+      if (this.inputMode && this.field.type === 'number' && !this.isContenteditable && !this.field.preferences?.formula) {
+        this.isContenteditable = true
+      }
+
       this.$nextTick(() => {
         if (this.$refs.defaultValue && this.$refs.defaultValue !== document.activeElement) {
           this.$refs.defaultValue.focus()
@@ -624,6 +658,12 @@ export default {
       }
     },
     onDefaultValueBlur (e) {
+      if (this.field.preferences?.formula) {
+        this.isContenteditable = false
+
+        return
+      }
+
       const text = this.$refs.defaultValue.innerText.trim()
 
       this.isContenteditable = false

app/javascript/template_builder/builder.vue

@@ -381,6 +381,9 @@
                 :document="document"
                 :is-drag="!!dragField"
                 :input-mode="inputMode"
+                :conditional-field-index="conditionalFieldIndex"
+                :formula-values-index="formulaValuesIndex"
+                :page-preview-format="pagePreviewFormat"
                 :default-fields="[...defaultRequiredFields, ...defaultFields]"
                 :allow-draw="!onlyDefinedFields || drawField || drawCustomField"
                 :with-signature-id="withSignatureId"
@@ -504,11 +507,14 @@
             :with-custom-fields="withCustomFields"
             :with-fields-search="withFieldsSearch"
             :default-fields="[...defaultRequiredFields, ...defaultFields]"
+            :with-custom-fields-tab="withCustomFieldsTab"
             :template="template"
             :default-required-fields="defaultRequiredFields"
+            :detect-custom-fields-index="detectCustomFieldsIndex"
             :field-types="fieldTypes"
             :with-sticky-submitters="withStickySubmitters"
             :with-fields-detection="withFieldsDetection"
+            :with-detect-existing-fields="withDetectExistingFields"
             :with-signature-id="withSignatureId"
             :with-prefillable="withPrefillable"
             :only-defined-fields="onlyDefinedFields"
@@ -617,6 +623,16 @@ import { v4 } from 'uuid'
 import { ref, computed, toRaw, defineAsyncComponent } from 'vue'
 import * as i18n from './i18n'
 
+const isEmpty = (obj) => {
+  if (obj == null) return true
+  if (Array.isArray(obj)) return obj.length === 0
+  if (typeof obj === 'string') return obj.trim().length === 0
+  if (typeof obj === 'object') return Object.keys(obj).length === 0
+  if (obj === false) return true
+
+  return false
+}
+
 export default {
   name: 'TemplateBuilder',
   components: {
@@ -654,6 +670,7 @@ export default {
       locale: this.locale,
       baseFetch: this.baseFetch,
       fieldTypes: this.fieldTypes,
+      dateFormats: this.dateFormats,
       backgroundColor: this.backgroundColor,
       withPhone: this.withPhone,
       withVerification: this.withVerification,
@@ -738,6 +755,11 @@ export default {
       required: false,
       default: false
     },
+    withDetectExistingFields: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withCustomFields: {
       type: Boolean,
       required: false,
@@ -778,6 +800,11 @@ export default {
       required: false,
       default: () => []
     },
+    withCustomFieldsTab: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withSelectedFieldType: {
       type: Boolean,
       required: false,
@@ -798,6 +825,11 @@ export default {
       required: false,
       default: () => []
     },
+    dateFormats: {
+      type: Array,
+      required: false,
+      default: () => []
+    },
     defaultSubmitters: {
       type: Array,
       required: false,
@@ -808,6 +840,11 @@ export default {
       required: false,
       default: () => []
     },
+    pagePreviewFormat: {
+      type: String,
+      required: false,
+      default: '.jpg'
+    },
     acceptFileTypes: {
       type: String,
       required: false,
@@ -953,6 +990,7 @@ export default {
       isLoadingBlankPage: false,
       isSaving: false,
       isDetectingPageFields: false,
+      detectFieldsQueue: [],
       detectingAnalyzingProgress: null,
       detectingFieldsAddedCount: null,
       selectedSubmitter: null,
@@ -963,7 +1001,8 @@ export default {
       drawCustomField: null,
       drawOption: null,
       dragField: null,
-      isDragFile: false
+      isDragFile: false,
+      isMathLoaded: false
     }
   },
   computed: {
@@ -973,6 +1012,13 @@ export default {
     fieldsDragFieldRef: () => ref(),
     customDragFieldRef: () => ref(),
     selectedAreasRef: () => ref([]),
+    attachmentUuidsIndex () {
+      return this.template.schema.reduce((acc, e, index) => {
+        acc[e.attachment_uuid] = index
+
+        return acc
+      }, {})
+    },
     language () {
       return this.locale.split('-')[0].toLowerCase()
     },
@@ -1003,6 +1049,8 @@ export default {
       return isMobileSafariIos || /android|iphone|ipad/i.test(navigator.userAgent)
     },
     defaultDateFormat () {
+      if (this.dateFormats.length) return this.dateFormats[0]
+
       const isUsBrowser = Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US')
       const isUsTimezone = new Intl.DateTimeFormat('en-US', { timeZoneName: 'short' }).format(new Date()).match(/\s(?:CST|CDT|PST|PDT|EST|EDT)$/)
 
@@ -1044,6 +1092,43 @@ export default {
 
       return map
     },
+    fieldsUuidIndex () {
+      return this.template.fields.reduce((acc, f) => {
+        acc[f.uuid] = f
+
+        return acc
+      }, {})
+    },
+    conditionalFieldIndex () {
+      if (!this.inputMode) return {}
+
+      const cache = {}
+
+      return this.template.fields.reduce((acc, f) => {
+        acc[f.uuid] = this.checkFieldConditions(f, cache)
+
+        return acc
+      }, {})
+    },
+    formulaValuesIndex () {
+      const formulaFields = this.template.fields.filter((f) => f.preferences?.formula && f.type !== 'payment' && this.hasFormulaDependencyValue(f))
+
+      if (!formulaFields.length) return {}
+
+      if (!this.isMathLoaded) {
+        this.loadCalculator()
+
+        return {}
+      }
+
+      return formulaFields.reduce((acc, f) => {
+        if (this.conditionalFieldIndex[f.uuid] !== false) {
+          acc[f.uuid] = this.calculateFormula(f)
+        }
+
+        return acc
+      }, {})
+    },
     isAllRequiredFieldsAdded () {
       return !this.defaultRequiredFields?.some((f) => {
         return !this.template.fields?.some((field) => field.name === f.name)
@@ -1052,6 +1137,39 @@ export default {
     selectedField () {
       return this.template.fields.find((f) => f.areas?.includes(this.lastSelectedArea))
     },
+    detectFieldsIndex () {
+      const submittersByUuid = {}
+
+      this.template.submitters.forEach((s) => {
+        submittersByUuid[s.uuid] = s
+      })
+
+      const index = {}
+
+      this.template.fields.forEach((f) => {
+        if (!f.name) return
+
+        const role = submittersByUuid[f.submitter_uuid]?.name
+        const key = [f.name, role].filter(Boolean).join(':').toLowerCase()
+
+        if (!index[key]) index[key] = f
+      })
+
+      return index
+    },
+    detectCustomFieldsIndex () {
+      const index = {}
+
+      ;[...this.customFields, ...this.defaultRequiredFields, ...this.defaultFields].forEach((c) => {
+        if (!c.name) return
+
+        const key = [c.name, c.role].filter(Boolean).join(':').toLowerCase()
+
+        if (!index[key]) index[key] = c
+      })
+
+      return index
+    },
     sortedDocuments () {
       return this.template.schema.map((item) => {
         return this.template.documents.find(doc => doc.uuid === item.attachment_uuid)
@@ -1147,6 +1265,132 @@ export default {
   },
   methods: {
     toRaw,
+    applyCustomFieldAttributes: Fields.methods.applyCustomFieldAttributes,
+    buildExistingFields: Fields.methods.buildExistingFields,
+    async loadCalculator () {
+      if (this.math) return
+
+      const { Calculator } = await import('../submission_form/calculator')
+
+      this.math = new Calculator()
+      this.isMathLoaded = true
+    },
+    optionValue (option, index) {
+      if (option.value) {
+        return option.value
+      } else {
+        return `${this.t('option')} ${index + 1}`
+      }
+    },
+    checkFieldConditions (field, cache = {}) {
+      const cacheKey = field.uuid || field.attachment_uuid
+
+      if (cache[cacheKey] !== undefined) {
+        return cache[cacheKey]
+      }
+
+      if (field.conditions?.length) {
+        const result = field.conditions.reduce((acc, cond) => {
+          if (cond.operation === 'or') {
+            acc.push(acc.pop() || this.checkFieldCondition(cond, cache))
+          } else {
+            acc.push(this.checkFieldCondition(cond, cache))
+          }
+
+          return acc
+        }, [])
+
+        cache[cacheKey] = !result.includes(false)
+      } else {
+        cache[cacheKey] = true
+      }
+
+      return cache[cacheKey]
+    },
+    checkFieldCondition (condition, cache = {}) {
+      const field = this.fieldsUuidIndex[condition.field_uuid]
+
+      if (['not_empty', 'checked', 'equal', 'contains', 'greater_than', 'less_than'].includes(condition.action) && field && !this.checkFieldConditions(field, cache)) {
+        return false
+      }
+
+      const defaultValue = !field || isEmpty(field.default_value) ? null : field.default_value
+
+      if (['empty', 'unchecked'].includes(condition.action)) {
+        return isEmpty(defaultValue)
+      } else if (['not_empty', 'checked'].includes(condition.action)) {
+        return !isEmpty(defaultValue)
+      } else if (field?.type === 'number' && ['equal', 'not_equal', 'greater_than', 'less_than'].includes(condition.action)) {
+        const value = defaultValue
+
+        if (isEmpty(value) || isEmpty(condition.value)) return false
+
+        const actual = parseFloat(value)
+        const expected = parseFloat(condition.value)
+
+        if (Number.isNaN(actual) || Number.isNaN(expected)) return false
+
+        if (condition.action === 'equal') return Math.abs(actual - expected) < Number.EPSILON
+        if (condition.action === 'not_equal') return Math.abs(actual - expected) > Number.EPSILON
+        if (condition.action === 'greater_than') return actual > expected
+        if (condition.action === 'less_than') return actual < expected
+
+        return false
+      } else if (['equal', 'contains'].includes(condition.action) && field) {
+        if (field.options) {
+          const option = field.options.find((o) => o.uuid === condition.value)
+
+          if (option) {
+            const values = [defaultValue].flat()
+
+            return values.includes(this.optionValue(option, field.options.indexOf(option)))
+          } else {
+            return false
+          }
+        } else {
+          return [defaultValue].flat().includes(condition.value)
+        }
+      } else if (['not_equal', 'does_not_contain'].includes(condition.action) && field) {
+        if (field.options) {
+          const option = field.options.find((o) => o.uuid === condition.value)
+
+          if (option) {
+            const values = [defaultValue].flat()
+
+            return !values.includes(this.optionValue(option, field.options.indexOf(option)))
+          } else {
+            return false
+          }
+        } else {
+          return false
+        }
+      } else {
+        return true
+      }
+    },
+    normalizeFormula (formula, depth = 0) {
+      if (depth > 10) return formula
+
+      return formula.replace(/{{(.*?)}}/g, (match, uuid) => {
+        if (this.fieldsUuidIndex[uuid]?.preferences?.formula) {
+          return `(${this.normalizeFormula(this.fieldsUuidIndex[uuid].preferences.formula, depth + 1)})`
+        } else {
+          return match
+        }
+      })
+    },
+    calculateFormula (field) {
+      const transformedFormula = this.normalizeFormula(field.preferences.formula).replace(/{{(.*?)}}/g, (match, uuid) => {
+        return this.fieldsUuidIndex[uuid]?.default_value || 0.0
+      })
+
+      return this.math.evaluate(transformedFormula.toLowerCase())
+    },
+    hasFormulaDependencyValue (field) {
+      const normalized = this.normalizeFormula(field.preferences.formula)
+
+      return [...normalized.matchAll(/{{(.*?)}}/g)].some(([, uuid]) => !isEmpty(this.fieldsUuidIndex[uuid]?.default_value))
+    },
     addCustomField (field) {
       return this.$refs.fields.addCustomField(field)
     },
@@ -1426,33 +1670,26 @@ export default {
         this.save()
       }
     },
+    compareAreas (a, b) {
+      const aAttIdx = this.attachmentUuidsIndex[a.attachment_uuid]
+      const bAttIdx = this.attachmentUuidsIndex[b.attachment_uuid]
+
+      if (aAttIdx !== bAttIdx) return aAttIdx - bAttIdx
+      if (a.page !== b.page) return a.page - b.page
+
+      const aY = a.y + a.h
+      const bY = b.y + b.h
+
+      if (Math.abs(aY - bY) < 0.01) return a.x - b.x
+      if (a.h < b.h ? a.y >= b.y && aY <= bY : b.y >= a.y && bY <= aY) return a.x - b.x
+
+      return aY - bY
+    },
     findFieldInsertIndex (field) {
       if (!field.areas?.length) return -1
 
       const area = field.areas[0]
 
-      const attachmentUuidsIndex = this.template.schema.reduce((acc, e, index) => {
-        acc[e.attachment_uuid] = index
-
-        return acc
-      }, {})
-
-      const compareAreas = (a, b) => {
-        const aAttIdx = attachmentUuidsIndex[a.attachment_uuid]
-        const bAttIdx = attachmentUuidsIndex[b.attachment_uuid]
-
-        if (aAttIdx !== bAttIdx) return aAttIdx - bAttIdx
-        if (a.page !== b.page) return a.page - b.page
-
-        const aY = a.y + a.h
-        const bY = b.y + b.h
-
-        if (Math.abs(aY - bY) < 0.01) return a.x - b.x
-        if (a.h < b.h ? a.y >= b.y && aY <= bY : b.y >= a.y && bY <= aY) return a.x - b.x
-
-        return aY - bY
-      }
-
       let closestBeforeIndex = -1
       let closestBeforeArea = null
       let closestAfterIndex = -1
@@ -1461,15 +1698,15 @@ export default {
       this.template.fields.forEach((f, index) => {
         if (f.submitter_uuid === field.submitter_uuid) {
           (f.areas || []).forEach((a) => {
-            const cmp = compareAreas(a, area)
+            const cmp = this.compareAreas(a, area)
 
             if (cmp < 0) {
-              if (!closestBeforeArea || (compareAreas(a, closestBeforeArea) > 0 && closestBeforeIndex < index)) {
+              if (!closestBeforeArea || (this.compareAreas(a, closestBeforeArea) > 0 && closestBeforeIndex < index)) {
                 closestBeforeIndex = index
                 closestBeforeArea = a
               }
             } else {
-              if (!closestAfterArea || (compareAreas(a, closestAfterArea) < 0 && closestAfterIndex > index)) {
+              if (!closestAfterArea || (this.compareAreas(a, closestAfterArea) < 0 && closestAfterIndex > index)) {
                 closestAfterIndex = index
                 closestAfterArea = a
               }
@@ -1492,6 +1729,41 @@ export default {
         this.template.fields.push(field)
       }
     },
+    insertArea (field, area) {
+      field.areas ||= []
+
+      const insertIndex = field.areas.findIndex((a) => this.compareAreas(a, area) > 0)
+
+      if (insertIndex === -1) {
+        field.areas.push(area)
+      } else {
+        field.areas.splice(insertIndex, 0, area)
+      }
+    },
+    insertDetectedField (field) {
+      if (!this.withDetectExistingFields || !field.name) {
+        this.insertField(field)
+
+        return
+      }
+
+      const role = this.template.submitters.find((s) => s.uuid === field.submitter_uuid)?.name
+      const nameKey = field.name.toLowerCase()
+      const indexKey = [field.name, role].filter(Boolean).join(':').toLowerCase()
+
+      const existingField = this.detectFieldsIndex[indexKey]
+
+      if (existingField) {
+        existingField.areas = existingField.areas || []
+        field.areas.forEach((area) => this.insertArea(existingField, area))
+      } else {
+        const customField = this.detectCustomFieldsIndex[indexKey] || this.detectCustomFieldsIndex[nameKey]
+
+        if (customField) this.applyCustomFieldAttributes(field, customField)
+
+        this.insertField(field)
+      }
+    },
     closeDropdown () {
       document.activeElement.blur()
     },
@@ -1988,7 +2260,7 @@ export default {
 
         fieldUuidIndex[field.uuid] = newField
 
-        newField.areas.push(newArea)
+        this.insertArea(newField, newArea)
         newAreas.push(newArea)
 
         if (['radio', 'multiple'].includes(field.type) && field.options?.length) {
@@ -2101,17 +2373,7 @@ export default {
           area.y -= area.h / 2
         }
 
-        this.drawField.areas ||= []
+        this.insertArea(this.drawField, area)
-
-        const insertBeforeAreaIndex = this.drawField.areas.findIndex((a) => {
-          return a.attachment_uuid === area.attachment_uuid && a.page > area.page
-        })
-
-        if (insertBeforeAreaIndex !== -1) {
-          this.drawField.areas.splice(insertBeforeAreaIndex, 0, area)
-        } else {
-          this.drawField.areas.push(area)
-        }
 
         if (this.template.fields.indexOf(this.drawField) === -1) {
           this.insertField(this.drawField)
@@ -2252,9 +2514,7 @@ export default {
         delete field.height
       }
 
-      field.areas ||= []
+      this.insertArea(field, fieldArea)
-
-      field.areas.push(fieldArea)
 
       if (this.selectedAreasRef.value.length < 2) {
         this.selectedAreasRef.value = [fieldArea]
@@ -2324,7 +2584,7 @@ export default {
             }
           }
 
-          field.areas.push(fieldArea)
+          this.insertArea(field, fieldArea)
         })
       } else {
         const fieldArea = {
@@ -2783,6 +3043,12 @@ export default {
       })
     },
     detectFieldsForPage ({ page, attachmentUuid }) {
+      if (this.isDetectingPageFields) {
+        this.detectFieldsQueue.push({ page, attachmentUuid })
+
+        return
+      }
+
       this.isDetectingPageFields = true
       this.detectingAnalyzingProgress = null
       this.detectingFieldsAddedCount = null
@@ -2821,7 +3087,11 @@ export default {
       this.baseFetch(`/templates/${this.template.id}/detect_fields`, {
         method: 'POST',
         headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify({ attachment_uuid: attachmentUuid, page })
+        body: JSON.stringify({
+          attachment_uuid: attachmentUuid,
+          page,
+          ...(this.withDetectExistingFields ? { fields: this.buildExistingFields() } : {})
+        })
       }).then(async (response) => {
         const reader = response.body.getReader()
         const decoder = new TextDecoder('utf-8')
@@ -2850,7 +3120,7 @@ export default {
                     if (!f.submitter_uuid) {
                       f.submitter_uuid = this.template.submitters[0].uuid
                     }
-                    this.insertField(f)
+                    this.insertDetectedField(f)
                   })
 
                   totalFieldsAdded += errorFields.length
@@ -2879,7 +3149,7 @@ export default {
 
                     const nonOverlappingFields = filterNonOverlappingFields(finalFields)
 
-                    nonOverlappingFields.forEach((f) => this.insertField(f))
+                    nonOverlappingFields.forEach((f) => this.insertDetectedField(f))
                     totalFieldsAdded += nonOverlappingFields.length
 
                     if (nonOverlappingFields.length) {
@@ -2917,7 +3187,7 @@ export default {
 
                     const nonOverlappingFields = filterNonOverlappingFields(finalFields)
 
-                    nonOverlappingFields.forEach((f) => this.insertField(f))
+                    nonOverlappingFields.forEach((f) => this.insertDetectedField(f))
                     totalFieldsAdded += nonOverlappingFields.length
 
                     if (nonOverlappingFields.length) {
@@ -2935,7 +3205,7 @@ export default {
 
                   const nonOverlappingFields = filterNonOverlappingFields(finalFields)
 
-                  nonOverlappingFields.forEach((f) => this.insertField(f))
+                  nonOverlappingFields.forEach((f) => this.insertDetectedField(f))
                   totalFieldsAdded += nonOverlappingFields.length
 
                   if (nonOverlappingFields.length) {
@@ -2968,6 +3238,10 @@ export default {
         setTimeout(() => {
           this.detectingFieldsAddedCount = null
         }, 1000)
+
+        if (this.detectFieldsQueue.length) {
+          this.detectFieldsForPage(this.detectFieldsQueue.shift())
+        }
       })
     },
     save ({ force } = { force: false }) {

app/javascript/template_builder/document.vue

@@ -5,6 +5,8 @@
       :key="image.id"
       :ref="setPageRefs"
       :input-mode="inputMode"
+      :conditional-field-index="conditionalFieldIndex"
+      :formula-values-index="formulaValuesIndex"
       :number="index"
       :editable="editable"
       :data-page="index"
@@ -64,6 +66,16 @@ export default {
       required: false,
       default: false
     },
+    conditionalFieldIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
+    formulaValuesIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
     areasIndex: {
       type: Object,
       required: false,
@@ -138,6 +150,11 @@ export default {
       required: false,
       default: false
     },
+    pagePreviewFormat: {
+      type: String,
+      required: false,
+      default: '.jpg'
+    },
     withFieldsDetection: {
       type: Boolean,
       required: false,
@@ -168,7 +185,7 @@ export default {
         return this.previewImagesIndex[i] || reactive({
           metadata: { ...lazyloadMetadata },
           id: Math.random().toString(),
-          url: this.basePreviewUrl + `/preview/${this.document.signed_key || this.document.signed_uuid || this.document.uuid}/${i}.jpg`
+          url: this.basePreviewUrl + `/preview/${this.document.signed_key || this.document.signed_uuid || this.document.uuid}/${i}${this.pagePreviewFormat}`
         })
       })
     },

app/javascript/template_builder/dynamic_variable.vue

@@ -119,7 +119,7 @@
                 @change="[schema.format = $event.target.value, save()]"
               >
                 <option
-                  v-for="format in dateFormats"
+                  v-for="format in availableDateFormats"
                   :key="format"
                   :value="format"
                 >{{ formatDate(new Date(), format) }}</option>
@@ -248,7 +248,7 @@ export default {
     FieldType,
     IconSettings
   },
-  inject: ['t', 'save', 'backgroundColor'],
+  inject: ['t', 'save', 'backgroundColor', 'dateFormats'],
   provide () {
     return {
       fieldTypes: ['text', 'number', 'date', 'checkbox', 'radio', 'select']
@@ -318,20 +318,23 @@ export default {
         'space'
       ]
     },
-    dateFormats () {
+    availableDateFormats () {
-      const formats = [
+      const formats = this.dateFormats.length
-        'MM/DD/YYYY',
+        ? [...this.dateFormats]
-        'DD/MM/YYYY',
+        : [
-        'YYYY-MM-DD',
+            'MM/DD/YYYY',
-        'DD-MM-YYYY',
+            'DD/MM/YYYY',
-        'DD.MM.YYYY',
+            'YYYY-MM-DD',
-        'MMM D, YYYY',
+            'DD-MM-YYYY',
-        'MMMM D, YYYY',
+            'DD.MM.YYYY',
-        'D MMM YYYY',
+            'MMM D, YYYY',
-        'D MMMM YYYY'
+            'MMMM D, YYYY',
-      ]
+            'MMMM YYYY',
+            'D MMM YYYY',
+            'D MMMM YYYY'
+          ]
 
-      if (Intl.DateTimeFormat().resolvedOptions().timeZone?.includes('Seoul') || navigator.language?.startsWith('ko')) {
+      if (!this.dateFormats.length && (Intl.DateTimeFormat().resolvedOptions().timeZone?.includes('Seoul') || navigator.language?.startsWith('ko'))) {
         formats.push('YYYY년 MM월 DD일')
       }
 
@@ -401,18 +404,47 @@ export default {
     formatDate (date, format) {
       const monthFormats = { M: 'numeric', MM: '2-digit', MMM: 'short', MMMM: 'long' }
       const dayFormats = { D: 'numeric', DD: '2-digit' }
-      const yearFormats = { YYYY: 'numeric', YY: '2-digit' }
+      const yearFormats = { YYYY: 'numeric', YYY: 'numeric', YY: '2-digit' }
+      const hourFormats = { H: 'numeric', HH: '2-digit', h: 'numeric', hh: '2-digit' }
+      const minuteFormats = { m: 'numeric', mm: '2-digit' }
+      const secondFormats = { s: 'numeric', ss: '2-digit' }
 
-      const parts = new Intl.DateTimeFormat([], {
+      const opts = {
         day: dayFormats[format.match(/D+/)],
         month: monthFormats[format.match(/M+/)],
         year: yearFormats[format.match(/Y+/)]
-      }).formatToParts(date)
+      }
 
-      return format
+      if (format.match(/H+/)) { opts.hour = hourFormats[format.match(/H+/)[0]]; opts.hour12 = false }
-        .replace(/D+/, parts.find((p) => p.type === 'day').value)
+      if (format.match(/h+/)) { opts.hour = hourFormats[format.match(/h+/)[0]]; opts.hour12 = true }
-        .replace(/M+/, parts.find((p) => p.type === 'month').value)
+      if (/[Aa]/.test(format) && opts.hour12 === undefined) opts.hour12 = true
-        .replace(/Y+/, parts.find((p) => p.type === 'year').value)
+      if (format.match(/m+/)) opts.minute = minuteFormats[format.match(/m+/)[0]]
+      if (format.match(/s+/)) opts.second = secondFormats[format.match(/s+/)[0]]
+      if (/z/.test(format)) opts.timeZoneName = 'short'
+
+      const partTypes = {
+        M: 'month',
+        D: 'day',
+        Y: 'year',
+        H: 'hour',
+        h: 'hour',
+        m: 'minute',
+        s: 'second',
+        z: 'timeZoneName',
+        A: 'dayPeriod',
+        a: 'dayPeriod'
+      }
+
+      const parts = new Intl.DateTimeFormat([], opts).formatToParts(date)
+
+      return format.replace(/MMMM|MMM|MM|M|DD|D|YYYY|YYY|YY|HH|hh|H|h|mm|m|ss|s|A|a|z/g, (token) => {
+        const value = parts.find((p) => p.type === partTypes[token[0]])?.value
+
+        if (token === 'A') return (value || '').toUpperCase()
+        if (token === 'a') return (value || '').toLowerCase()
+
+        return value
+      })
     },
     closeDropdown () {
       this.$el.getRootNode().activeElement.blur()

app/javascript/template_builder/field.vue

@@ -345,7 +345,7 @@ export default {
     IconMathFunction,
     FieldType
   },
-  inject: ['template', 'backgroundColor', 'selectedAreasRef', 't', 'locale', 'getFieldTypeIndex'],
+  inject: ['template', 'backgroundColor', 'selectedAreasRef', 't', 'locale', 'getFieldTypeIndex', 'dateFormats'],
   props: {
     field: {
       type: Object,
@@ -428,7 +428,8 @@ export default {
 
     if (this.field.type === 'date') {
       this.field.preferences.format ||=
-       ({ 'de-DE': 'DD.MM.YYYY' }[this.locale] || ((Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US') || new Intl.DateTimeFormat('en-US', { timeZoneName: 'short' }).format(new Date()).match(/\s(?:CST|CDT|PST|PDT|EST|EDT)$/)) ? 'MM/DD/YYYY' : 'DD/MM/YYYY'))
+        this.dateFormats[0] ||
+        ({ 'de-DE': 'DD.MM.YYYY' }[this.locale] || ((Intl.DateTimeFormat().resolvedOptions().locale.endsWith('-US') || new Intl.DateTimeFormat('en-US', { timeZoneName: 'short' }).format(new Date()).match(/\s(?:CST|CDT|PST|PDT|EST|EDT)$/)) ? 'MM/DD/YYYY' : 'DD/MM/YYYY'))
     }
   },
   methods: {

app/javascript/template_builder/field_context_menu.vue

@@ -514,7 +514,7 @@ export default {
     ContextSubmenu,
     ContextModal
   },
-  inject: ['t', 'getFieldTypeIndex', 'template', 'withCustomFields', 'currencies'],
+  inject: ['t', 'getFieldTypeIndex', 'template', 'withCustomFields', 'currencies', 'dateFormats'],
   props: {
     contextMenu: {
       type: Object,
@@ -580,7 +580,7 @@ export default {
     fieldNames: FieldType.computed.fieldNames,
     fieldLabels: FieldType.computed.fieldLabels,
     validationOptions: FieldSettings.computed.validations,
-    dateFormats: FieldSettings.computed.dateFormats,
+    availableDateFormats: FieldSettings.computed.availableDateFormats,
     numberFormats: FieldSettings.computed.numberFormats,
     prefillableFieldTypes: FieldSettings.computed.prefillableFieldTypes,
     verificationMethods: FieldSettings.computed.verificationMethods,
@@ -686,7 +686,7 @@ export default {
     },
     formatOptions () {
       switch (this.field.type) {
-        case 'date': return this.dateFormats.map(f => ({ value: f, label: this.formatDate(new Date(), f) }))
+        case 'date': return this.availableDateFormats.map(f => ({ value: f, label: this.formatDate(new Date(), f) }))
         case 'number': return this.numberFormats.map(f => ({ value: f, label: this.formatNumber(123456789.567, f) }))
         case 'signature': return this.signatureFormats.map(f => ({ value: f, label: this.t(f) }))
         default: return []

app/javascript/template_builder/field_settings.vue

@@ -290,7 +290,7 @@
       @change="$emit('save')"
     >
       <option
-        v-for="format in dateFormats"
+        v-for="format in availableDateFormats"
         :key="format"
         :value="format"
       >
@@ -610,7 +610,7 @@ export default {
     IconTypography,
     IconX
   },
-  inject: ['template', 't'],
+  inject: ['template', 't', 'dateFormats'],
   props: {
     field: {
       type: Object,
@@ -701,20 +701,23 @@ export default {
         'space'
       ]
     },
-    dateFormats () {
+    availableDateFormats () {
-      const formats = [
+      const formats = this.dateFormats.length
-        'MM/DD/YYYY',
+        ? [...this.dateFormats]
-        'DD/MM/YYYY',
+        : [
-        'YYYY-MM-DD',
+            'MM/DD/YYYY',
-        'DD-MM-YYYY',
+            'DD/MM/YYYY',
-        'DD.MM.YYYY',
+            'YYYY-MM-DD',
-        'MMM D, YYYY',
+            'DD-MM-YYYY',
-        'MMMM D, YYYY',
+            'DD.MM.YYYY',
-        'D MMM YYYY',
+            'MMM D, YYYY',
-        'D MMMM YYYY'
+            'MMMM D, YYYY',
-      ]
+            'MMMM YYYY',
+            'D MMM YYYY',
+            'D MMMM YYYY'
+          ]
 
-      if (Intl.DateTimeFormat().resolvedOptions().timeZone?.includes('Seoul') || navigator.language?.startsWith('ko')) {
+      if (!this.dateFormats.length && (Intl.DateTimeFormat().resolvedOptions().timeZone?.includes('Seoul') || navigator.language?.startsWith('ko'))) {
         formats.push('YYYY년 MM월 DD일')
       }
 
@@ -783,17 +786,27 @@ export default {
     },
     copyToAllPages (field) {
       const areaString = JSON.stringify(field.areas[0])
+      const newAreas = []
+      const existingAreasIndex = field.areas.reduce((acc, area) => {
+        acc[`${area.attachment_uuid}-${area.page}`] = area
+
+        return acc
+      }, {})
+
+      this.template.schema.forEach((item) => {
+        const attachment = this.template.documents.find((d) => d.uuid === item.attachment_uuid)
 
-      this.template.documents.forEach((attachment) => {
         const numberOfPages = attachment.metadata?.pdf?.number_of_pages || attachment.preview_images.length
 
         for (let page = 0; page <= numberOfPages - 1; page++) {
-          if (!field.areas.find((area) => area.attachment_uuid === attachment.uuid && area.page === page)) {
+          const existing = existingAreasIndex[`${attachment.uuid}-${page}`]
-            field.areas.push({ ...JSON.parse(areaString), attachment_uuid: attachment.uuid, page })
+
-          }
+          newAreas.push(existing || { ...JSON.parse(areaString), attachment_uuid: attachment.uuid, page })
         }
       })
 
+      field.areas = newAreas
+
       this.$emit('scroll-to', this.field.areas[this.field.areas.length - 1])
 
       this.$emit('save')
@@ -819,33 +832,49 @@ export default {
       return pattern?.match(/^\.{(?<min>\d+),(?<max>\d+)?}$/)?.groups || null
     },
     formatDate (date, format) {
-      const monthFormats = {
+      const monthFormats = { M: 'numeric', MM: '2-digit', MMM: 'short', MMMM: 'long' }
-        M: 'numeric',
+      const dayFormats = { D: 'numeric', DD: '2-digit' }
-        MM: '2-digit',
+      const yearFormats = { YYYY: 'numeric', YYY: 'numeric', YY: '2-digit' }
-        MMM: 'short',
+      const hourFormats = { H: 'numeric', HH: '2-digit', h: 'numeric', hh: '2-digit' }
-        MMMM: 'long'
+      const minuteFormats = { m: 'numeric', mm: '2-digit' }
-      }
+      const secondFormats = { s: 'numeric', ss: '2-digit' }
 
-      const dayFormats = {
+      const opts = {
-        D: 'numeric',
-        DD: '2-digit'
-      }
-
-      const yearFormats = {
-        YYYY: 'numeric',
-        YY: '2-digit'
-      }
-
-      const parts = new Intl.DateTimeFormat([], {
         day: dayFormats[format.match(/D+/)],
         month: monthFormats[format.match(/M+/)],
         year: yearFormats[format.match(/Y+/)]
-      }).formatToParts(date)
+      }
 
-      return format
+      if (format.match(/H+/)) { opts.hour = hourFormats[format.match(/H+/)[0]]; opts.hour12 = false }
-        .replace(/D+/, parts.find((p) => p.type === 'day').value)
+      if (format.match(/h+/)) { opts.hour = hourFormats[format.match(/h+/)[0]]; opts.hour12 = true }
-        .replace(/M+/, parts.find((p) => p.type === 'month').value)
+      if (/[Aa]/.test(format) && opts.hour12 === undefined) opts.hour12 = true
-        .replace(/Y+/, parts.find((p) => p.type === 'year').value)
+      if (format.match(/m+/)) opts.minute = minuteFormats[format.match(/m+/)[0]]
+      if (format.match(/s+/)) opts.second = secondFormats[format.match(/s+/)[0]]
+      if (/z/.test(format)) opts.timeZoneName = 'short'
+
+      const partTypes = {
+        M: 'month',
+        D: 'day',
+        Y: 'year',
+        H: 'hour',
+        h: 'hour',
+        m: 'minute',
+        s: 'second',
+        z: 'timeZoneName',
+        A: 'dayPeriod',
+        a: 'dayPeriod'
+      }
+
+      const parts = new Intl.DateTimeFormat([], opts).formatToParts(date)
+
+      return format.replace(/MMMM|MMM|MM|M|DD|D|YYYY|YYY|YY|HH|hh|H|h|mm|m|ss|s|A|a|z/g, (token) => {
+        const value = parts.find((p) => p.type === partTypes[token[0]])?.value
+
+        if (token === 'A') return (value || '').toUpperCase()
+        if (token === 'a') return (value || '').toLowerCase()
+
+        return value
+      })
     }
   }
 }

app/javascript/template_builder/fields.vue

@@ -65,13 +65,33 @@
       @set-draw="$emit('set-draw', $event)"
     />
   </div>
-  <div v-if="!isShowVariables && submitterDefaultFields.length && editable">
+  <div
-    <hr class="mb-2">
+    v-if="editable && withCustomFieldsTab"
+    class="tabs w-full mb-1.5 custom-fields-tabs"
+  >
+    <a
+      class="tab tab-bordered w-1/2 border-base-300 custom-fields-tab"
+      :class="{ 'tab-active': !showCustomTab }"
+      :style="{ '--tab-border': showCustomTab ? '0px' : '0.5px' }"
+      @click="setFieldsTab('default')"
+    >{{ t('default') }}</a>
+    <a
+      class="tab tab-bordered w-1/2 border-base-300 custom-fields-tab"
+      :class="{ 'tab-active': showCustomTab }"
+      :style="{ '--tab-border': showCustomTab ? '0.5px' : '0px' }"
+      @click="setFieldsTab('custom')"
+    >{{ t('custom') }}</a>
+  </div>
+  <div v-if="!isShowVariables && submitterDefaultFields.length && editable && (!withCustomFieldsTab || showCustomTab)">
+    <hr
+      v-if="!withCustomFieldsTab"
+      class="mb-1.5"
+    >
     <template v-if="isShowFieldSearch">
       <input
         v-model="defaultFieldsSearch"
         :placeholder="t('search_field')"
-        class="input input-ghost input-xs px-0 text-base mb-2 !outline-0 !rounded bg-transparent w-full"
+        class="input input-ghost input-xs px-0 text-base mb-1.5 !outline-0 !rounded bg-transparent w-full"
       >
       <hr class="mb-2">
     </template>
@@ -218,7 +238,7 @@
     </div>
   </div>
   <div
-    v-if="!isShowVariables && editable && !onlyDefinedFields && (!showCustomTab || (!customFields.length && !newCustomField))"
+    v-if="!isShowVariables && editable && !onlyDefinedFields && (!showCustomTab || (!customFields.length && !newCustomField)) && (!withCustomFieldsTab || !showCustomTab)"
     id="field-types-grid"
     class="grid grid-cols-3 gap-1 pb-2 fields-grid"
   >
@@ -418,6 +438,11 @@ export default {
       required: false,
       default: false
     },
+    withCustomFieldsTab: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withFieldsSearch: {
       type: Boolean,
       required: false,
@@ -428,6 +453,11 @@ export default {
       required: false,
       default: false
     },
+    withDetectExistingFields: {
+      type: Boolean,
+      required: false,
+      default: false
+    },
     withSignatureId: {
       type: Boolean,
       required: false,
@@ -495,6 +525,11 @@ export default {
       type: Object,
       required: true
     },
+    detectCustomFieldsIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
     showTourStartForm: {
       type: Boolean,
       required: false,
@@ -557,7 +592,8 @@ export default {
     },
     submitterDefaultFields () {
       return this.defaultFields.filter((f) => {
-        return !this.submitterFields.find((field) => field.name === f.name) && (!f.role || f.role === this.selectedSubmitter.name)
+        return (this.withCustomFieldsTab ? true : !this.submitterFields.find((field) => field.name === f.name)) &&
+          (!f.role || f.role === this.selectedSubmitter.name)
       })
     },
     filteredSubmitterDefaultFields () {
@@ -656,6 +692,78 @@ export default {
         this.customFields.splice(0, this.customFields.length, ...fields)
       })
     },
+    buildExistingFields () {
+      const existing = []
+      const seen = new Set()
+
+      const submittersByUuid = this.template.submitters.reduce((acc, s) => {
+        acc[s.uuid] = s
+
+        return acc
+      }, {})
+
+      const add = (field, role) => {
+        if (!field?.name) return
+
+        const key = field.name.toLowerCase() + ':' + (role || '').toLowerCase()
+
+        if (seen.has(key)) return
+
+        seen.add(key)
+
+        const item = { name: field.name, type: field.type || 'text' }
+
+        if (role) item.role = role
+
+        const optionValues = Array.isArray(field.options)
+          ? field.options.map((o) => (typeof o === 'string' ? o : o?.value)).filter(Boolean)
+          : []
+
+        if (optionValues.length) item.options = optionValues
+
+        existing.push(item)
+      }
+
+      this.template.fields.forEach((f) => add(f, submittersByUuid[f.submitter_uuid]?.name))
+      this.defaultRequiredFields.forEach((f) => add(f, f.role))
+      this.defaultFields.forEach((f) => add(f, f.role))
+      this.customFields.forEach((f) => add(f, f.role))
+
+      return existing
+    },
+    enrichDetectedField (field) {
+      if (!this.withDetectExistingFields || !field.name) return field
+
+      const role = this.template.submitters.find((s) => s.uuid === field.submitter_uuid)?.name
+      const nameKey = field.name.toLowerCase()
+      const indexKey = [field.name, role].filter(Boolean).join(':').toLowerCase()
+
+      const customField = this.detectCustomFieldsIndex[indexKey] || this.detectCustomFieldsIndex[nameKey]
+
+      if (customField) this.applyCustomFieldAttributes(field, customField)
+
+      return field
+    },
+    applyCustomFieldAttributes (field, customField) {
+      const skipKeys = new Set(['uuid', 'areas', 'submitter_uuid', 'conditions', 'prefillable', 'role'])
+
+      Object.entries(customField).forEach(([key, value]) => {
+        if (skipKeys.has(key)) return
+        if (value === null || value === undefined) return
+
+        if (key === 'options') {
+          if (Array.isArray(value) && !Array.isArray(field.options)) {
+            field.options = value.map((o) => (
+              typeof o === 'string' ? { value: o, uuid: v4() } : { ...o, uuid: v4() }
+            ))
+          }
+        } else if (value && typeof value === 'object' && !Array.isArray(value)) {
+          field[key] = JSON.parse(JSON.stringify(value))
+        } else {
+          field[key] = value
+        }
+      })
+    },
     detectFields () {
       const fields = []
 
@@ -665,7 +773,10 @@ export default {
         method: 'POST',
         headers: {
           'Content-Type': 'application/json'
-        }
+        },
+        ...(this.withDetectExistingFields
+          ? { body: JSON.stringify({ fields: this.buildExistingFields() }) }
+          : {})
       }).then(async (response) => {
         const reader = response.body.getReader()
         const decoder = new TextDecoder('utf-8')
@@ -687,7 +798,7 @@ export default {
 
               if (data.error) {
                 if ((data.fields || fields).length) {
-                  this.template.fields = data.fields || fields
+                  this.template.fields = (data.fields || fields).map((f) => this.enrichDetectedField(f))
 
                   this.save()
                 } else {
@@ -705,7 +816,7 @@ export default {
                   this.$emit('select-submitter', this.template.submitters[0])
                 }
 
-                this.template.fields = data.fields || fields
+                this.template.fields = (data.fields || fields).map((f) => this.enrichDetectedField(f))
 
                 this.save()
 

app/javascript/template_builder/i18n.js

@@ -70,6 +70,7 @@ const en = {
   sign_yourself: 'Sign Yourself',
   set_signing_date: 'Set signing date',
   signing_date: 'Signing Date',
+  signing_date_and_time: 'Signing Date and Time',
   send: 'Send',
   remove: 'Remove',
   edit: 'Edit',
@@ -271,6 +272,7 @@ const es = {
   with_logo: 'Con logotipo',
   description: 'Descripción',
   signing_date: 'Fecha de Firma',
+  signing_date_and_time: 'Fecha y Hora de Firma',
   display_title: 'Título de visualización',
   unchecked: 'No marcado',
   price: 'Precio',
@@ -508,6 +510,7 @@ const it = {
   sign_yourself: 'Firma te stesso',
   set_signing_date: 'Imposta data di firma',
   signing_date: 'Data di firma',
+  signing_date_and_time: 'Data e ora di firma',
   send: 'Invia',
   remove: 'Rimuovi',
   edit: 'Modifica',
@@ -710,6 +713,7 @@ const pt = {
   description: 'Descrição',
   display_title: 'Título de exibição',
   signing_date: 'Data da Assinatura',
+  signing_date_and_time: 'Data e Hora da Assinatura',
   unchecked: 'Não marcado',
   price: 'Preço',
   equal: 'Igual',
@@ -946,6 +950,7 @@ const fr = {
   sign_yourself: 'Signer vous-même',
   set_signing_date: 'Définir la date de signature',
   signing_date: 'Date de signature',
+  signing_date_and_time: 'Date et heure de signature',
   send: 'Envoyer',
   remove: 'Supprimer',
   edit: 'Modifier',
@@ -1165,6 +1170,7 @@ const de = {
   sign_yourself: 'Selbst unterschreiben',
   set_signing_date: 'Unterzeichnungsdatum festlegen',
   signing_date: 'Unterzeichnungsdatum',
+  signing_date_and_time: 'Unterzeichnungsdatum und -uhrzeit',
   send: 'Senden',
   remove: 'Entfernen',
   edit: 'Bearbeiten',
@@ -1384,6 +1390,7 @@ const nl = {
   sign_yourself: 'Zelf ondertekenen',
   set_signing_date: 'Ondertekeningsdatum instellen',
   signing_date: 'Ondertekeningsdatum',
+  signing_date_and_time: 'Ondertekeningsdatum en -tijd',
   send: 'Verzenden',
   remove: 'Verwijderen',
   edit: 'Bewerken',

app/javascript/template_builder/page.vue

@@ -37,6 +37,8 @@
         :ref="setAreaRefs"
         :area="item.area"
         :input-mode="inputMode"
+        :conditional-field-index="conditionalFieldIndex"
+        :formula-values-index="formulaValuesIndex"
         :page-width="width"
         :page-height="height"
         :field="item.field"
@@ -180,6 +182,16 @@ export default {
       required: false,
       default: false
     },
+    conditionalFieldIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
+    formulaValuesIndex: {
+      type: Object,
+      required: false,
+      default: () => ({})
+    },
     defaultFields: {
       type: Array,
       required: false,

app/javascript/template_builder/payment_settings.vue

@@ -143,8 +143,8 @@
         >
           <input
             type="hidden"
-            name="state"
+            name="oauth_data"
-            :value="oauthState"
+            :value="oauthData"
             autocomplete="off"
           >
           <input
@@ -334,7 +334,7 @@ export default {
     authenticityToken () {
       return document.querySelector('meta[name="csrf-token"]')?.content
     },
-    oauthState () {
+    oauthData () {
       const params = new URLSearchParams('')
 
       params.set('redir', document.location.href)

app/javascript/template_builder/upload.vue

@@ -228,7 +228,7 @@ export default {
           'https://www.googleapis.com/auth/userinfo.email',
           'https://www.googleapis.com/auth/drive.file'
         ].join(' '),
-        state: new URLSearchParams({
+        oauth_data: new URLSearchParams({
           redir: `/templates/${this.templateId}/edit?google_drive_open=1`
         }).toString()
       }

app/models/account.rb

@@ -32,6 +32,7 @@ class Account < ApplicationRecord
   has_many :submitters, dependent: :destroy
   has_many :account_linked_accounts, dependent: :destroy
   has_many :email_events, dependent: :destroy
+  has_many :document_metadata, class_name: 'DocumentMetadata', dependent: :destroy
   has_many :webhook_urls, dependent: :destroy
   has_many :webhook_events, dependent: nil
   has_many :account_accesses, dependent: :destroy

app/models/account_config.rb

@@ -43,6 +43,7 @@ class AccountConfig < ApplicationRecord
   DOWNLOAD_LINKS_EXPIRE_KEY = 'download_links_expire'
   FORCE_SSO_AUTH_KEY = 'force_sso_auth'
   FLATTEN_RESULT_PDF_KEY = 'flatten_result_pdf'
+  ROTATE_INCREMENTAL_PDF_KEY = 'rotate_incremental_pdf'
   WITH_SIGNATURE_ID = 'with_signature_id'
   WITH_FILE_LINKS_KEY = 'with_file_links'
   WITH_SIGNATURE_ID_REASON_KEY = 'with_signature_id_reason'

app/models/submission.rb

@@ -101,13 +101,18 @@ class Submission < ApplicationRecord
     where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
      .and(Submitter.arel_table[:declined_at].not_eq(nil))).select(1).arel.exists)
   }
-  scope :expired, -> { pending.where(expire_at: ..Time.current) }
+  scope :expired, lambda {
+    where(expire_at: ..Time.current)
+      .where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
+                      .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
+  }
 
   enum :source, {
     invite: 'invite',
     bulk: 'bulk',
     api: 'api',
     embed: 'embed',
+    mcp: 'mcp',
     link: 'link'
   }, scope: false, prefix: true
 

app/views/devise/sessions/new.html.erb

@@ -18,24 +18,7 @@
       <%= f.button button_title(title: t(:sign_in), disabled_with: t(:signing_in)), class: 'base-button' %>
     </div>
   <% end %>
-  <% if devise_mapping.omniauthable? %>
+  <%= render 'omniauthable' %>
-    <div class="space-y-4">
-      <% if User.omniauth_providers.include?(:google_oauth2) %>
-        <%= form_for '', url: omniauth_authorize_path(resource_name, :google_oauth2), data: { turbo: false }, method: :post do |f| %>
-          <set-timezone data-input-id="state" data-params="true"></set-timezone>
-          <%= hidden_field_tag :state, { redir: params[:redir].to_s }.compact_blank.to_query %>
-          <%= f.button button_title(title: t('sign_in_with_google'), icon: svg_icon('brand_google', class: 'w-6 h-6')), class: 'white-button w-full mt-4' %>
-        <% end %>
-      <% end %>
-      <% if User.omniauth_providers.include?(:microsoft_office365) %>
-        <%= form_for '', url: omniauth_authorize_path(resource_name, :microsoft_office365), data: { turbo: false }, method: :post do |f| %>
-          <set-timezone data-input-id="state_microsoft" data-params="true"></set-timezone>
-          <%= hidden_field_tag :state, { redir: params[:redir].to_s }.compact_blank.to_query, id: 'state_microsoft' %>
-          <%= f.button button_title(title: t('sign_in_with_microsoft'), icon: svg_icon('brand_microsoft', class: 'w-6 h-6')), class: 'white-button w-full' %>
-        <% end %>
-      <% end %>
-    </div>
-  <% end %>
   <%= render 'extra_links' %>
   <%= render 'devise/shared/links' %>
 </div>

app/views/layouts/application.html.erb

@@ -20,9 +20,10 @@
   </head>
   <body>
     <% if params[:modal].present? %>
-      <% url_params = Rails.application.routes.recognize_path(params[:modal], method: :get) %>
+      <% modal_uri = Addressable::URI.parse(params[:modal]) %>
+      <% url_params = Rails.application.routes.recognize_path(modal_uri.path, method: :get) %>
       <% if url_params[:action] == 'new' %>
-        <open-modal src="<%= url_for(url_params) %>"></open-modal>
+        <open-modal src="<%= url_for(**url_params, params: modal_uri.query_values) %>"></open-modal>
       <% end %>
     <% end %>
     <turbo-frame id="modal"></turbo-frame>

app/views/shared/_github.html.erb

@@ -1,6 +1,6 @@
 <a target="_blank" href="<%= Docuseal::GITHUB_URL %>" rel="noopener noreferrer nofollow" class="relative flex items-center rounded-full px-2 py-0.5 text-xs leading-4 mt-1 text-base-content border border-base-300 tooltip tooltip-bottom" data-tip="Give a star on GitHub">
   <span class="flex items-center justify-between space-x-0.5 font-medium">
     <%= svg_icon('start', class: 'h-3 w-3') %>
-    <span>11k</span>
+    <span>12k</span>
   </span>
 </a>

app/views/shared/_navbar.html.erb

@@ -59,7 +59,7 @@
             </li>
           <% end %>
           <% if (can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?) %>
-            <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :get, html: { class: 'w-full py-1' } do |f| %>
+            <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :post, html: { class: 'w-full py-1' } do |f| %>
               <label class="flex items-center pl-6 pr-4 py-2 border-y border-base-300 -ml-2 -mr-2" for="testing_toggle">
                 <submit-form data-on="change" class="flex">
                   <%= f.check_box :testing_toggle, class: 'toggle', checked: current_account.testing?, style: 'height: 0.885rem; width: 1.35rem; --handleoffset: 0.395rem; margin-left: -2px; margin-right: 8px' %>

app/views/shared/_settings_nav.html.erb

@@ -97,7 +97,7 @@
         <% end %>
         <%= render 'shared/settings_nav_extra2' %>
         <% if (can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?) %>
-          <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :get, html: { class: 'w-full' } do |f| %>
+          <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :post, html: { class: 'w-full' } do |f| %>
             <li>
               <label class="flex items-center text-base hover:bg-base-300 w-full justify-between" for="testing_toggle">
                 <span class="mr-2 w-full">

app/views/shared/_test_mode_toggle.html.erb

@@ -1,5 +1,5 @@
 <% if can?(:manage, EncryptedConfig) || (current_user != true_user && current_account.testing?) %>
-  <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :get, html: { class: 'flex' } do |f| %>
+  <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :post, html: { class: 'flex' } do |f| %>
     <label class="flex items-center justify-between" for="testing_toggle">
       <span class="mr-2 text-lg">
         <%= t('test_mode') %>

app/views/submissions/_value.html.erb

@@ -5,9 +5,9 @@
 <% font = field.dig('preferences', 'font') %>
 <% font_type = field.dig('preferences', 'font_type') %>
 <% font_size_px = (field.dig('preferences', 'font_size').presence || Submissions::GenerateResultAttachments::FONT_SIZE).to_i * local_assigns.fetch(:font_scale) { 1000.0 / PdfUtils::US_LETTER_W } %>
-<field-value dir="auto" aria-hidden="true" class="flex absolute <%= 'font-courier' if font == 'Courier' %> <%= 'font-times' if font == 'Times' %> <%= 'font-bold' if font_type == 'bold' || font_type == 'bold_italic' %> <%= 'italic' if font_type == 'italic' || font_type == 'bold_italic' %> <%= align == 'right' ? 'text-right' : (align == 'center' ? 'text-center' : '') %>" style="<%= "color: #{color}; " if color.present? %><%= "background: #{bg_color}; " if bg_color.present? %>width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%; font-size: <%= fs = "clamp(1pt, #{font_size_px / 10}vw, #{font_size_px}px)" %>; line-height: calc(<%= fs %> * 1.3); font-size: <%= fs = "#{font_size_px / 10}cqmin" %>; line-height: calc(<%= fs %> * 1.3)">
+<field-value dir="auto" aria-hidden="true" class="flex absolute <%= 'font-courier' if font == 'Courier' %> <%= 'font-times' if font == 'Times' %> <%= 'font-bold' if font_type == 'bold' || font_type == 'bold_italic' %> <%= 'italic' if font_type == 'italic' || font_type == 'bold_italic' %> <%= align == 'right' ? 'text-right' : (align == 'center' ? 'text-center' : '') %>" style="<%= "color: #{color}; " if color.present? && color.match?(Templates::COLOR_REGEXP) %><%= "background: #{bg_color}; " if bg_color.present? && bg_color.match?(Templates::COLOR_REGEXP) %>width: <%= area['w'].to_f * 100 %>%; height: <%= area['h'].to_f * 100 %>%; left: <%= area['x'].to_f * 100 %>%; top: <%= area['y'].to_f * 100 %>%; font-size: <%= fs = "clamp(1pt, #{font_size_px / 10}vw, #{font_size_px}px)" %>; line-height: calc(<%= fs %> * 1.3); font-size: <%= fs = "#{font_size_px / 10}cqmin" %>; line-height: calc(<%= fs %> * 1.3)">
   <% if field['type'] == 'signature' %>
-    <% is_narrow = area['h'].positive? && ((area['w'] * local_assigns[:page_width]).to_f / (area['h'] * local_assigns[:page_height])) > 4.5 %>
+    <% is_narrow = area['h'].to_f.positive? && ((area['w'].to_f * local_assigns[:page_width]) / (area['h'].to_f * local_assigns[:page_height])) > 4.5 %>
     <div class="flex justify-between w-full h-full gap-1 <%= is_narrow && (local_assigns[:with_signature_id] || field.dig('preferences', 'reason_field_uuid').present?) ? 'flex-row' : 'flex-col' %>">
       <div class="flex overflow-hidden <%= is_narrow && (local_assigns[:with_signature_id] || field.dig('preferences', 'reason_field_uuid').present?) ? 'w-1/2' : 'flex-grow' %>" style="min-height: 50%">
         <img class="object-contain mx-auto" src="<%= attachments_index[value].url %>" alt="<%= field['name'].presence || field['title'].presence || field['type'] %>">
@@ -62,9 +62,9 @@
       <% end %>
     <% end %>
   <% elsif field['type'] == 'cells' && area['cell_w'].to_f > 0.0 %>
-    <% cell_width = area['cell_w'] / area['w'] * 100 %>
+    <% cell_width = area['cell_w'].to_f / area['w'] * 100 %>
     <div class="w-full flex <%= valign == 'top' ? 'items-start' : (valign == 'bottom' ? 'items-end' : 'items-center') %> <%= 'justify-end' if align == 'right' %>">
-      <% (0..(area['w'] / area['cell_w']).ceil).each do |index| %>
+      <% (0..(area['w'].to_f / area['cell_w']).ceil).each do |index| %>
         <% if value[index] %>
           <div class="text-center flex-none" style="width: <%= cell_width %>%;"><%= value[index] %></div>
         <% end %>
@@ -73,8 +73,8 @@
   <% elsif field['type'] == 'date' %>
     <autosize-field></autosize-field>
     <div class="flex w-full px-0.5 <%= valign == 'top' ? 'items-start' : (valign == 'bottom' ? 'items-end' : 'items-center') %>">
-      <% value = Time.current.in_time_zone(local_assigns[:timezone]).to_date.to_s if value == '{{date}}' %>
+      <% tz = local_assigns[:with_submitter_timezone] ? (submitter.timezone.presence || local_assigns[:timezone]) : local_assigns[:timezone] %>
-      <div class="w-full"><%= TimeUtils.format_date_string(value, field.dig('preferences', 'format'), local_assigns[:locale]) %></div>
+      <div class="w-full"><%= value == '{{date}}' ? TimeUtils.format_date_preview(field.dig('preferences', 'format'), local_assigns[:locale], tz) : TimeUtils.format_date_string(value, field.dig('preferences', 'format'), local_assigns[:locale], timezone: tz) %></div>
     </div>
   <% elsif field['type'] == 'number' %>
     <autosize-field></autosize-field>
@@ -83,14 +83,14 @@
     </div>
   <% elsif field['type'] == 'strikethrough' %>
     <div class="w-full h-full flex items-center justify-center">
-      <% if (((1000.0 / local_assigns[:page_width]) * local_assigns[:page_height]) * area['h']) < 40 %>
+      <% if (((1000.0 / local_assigns[:page_width]) * local_assigns[:page_height]) * area['h'].to_f) < 40 %>
         <svg width="100%" height="100%">
-          <line x1="0" y1="50%" x2="100%" y2="50%" stroke="<%= field.dig('preferences', 'color').presence || 'red' %>" style="stroke-width: clamp(0px, 0.5vw, 6px); stroke-width: 0.6cqmin"></line>
+          <line x1="0" y1="50%" x2="100%" y2="50%" stroke="<%= color.present? && color.match?(Templates::COLOR_REGEXP) ? color : 'red' %>" style="stroke-width: clamp(0px, 0.5vw, 6px); stroke-width: 0.6cqmin"></line>
         </svg>
       <% else %>
         <svg xmlns="http://www.w3.org/2000/svg" style="overflow: visible; width: calc(100% - 6px); height: calc(100% - 6px); width: calc(100% - 0.6cqmin); height: calc(100% - 0.6cqmin)">
-          <line x1="0" y1="0" x2="100%" y2="100%" stroke="<%= field.dig('preferences', 'color').presence || 'red' %>" style="stroke-width: clamp(0px, 0.5vw, 6px); stroke-width: 0.6cqmin"></line>
+          <line x1="0" y1="0" x2="100%" y2="100%" stroke="<%= color.present? && color.match?(Templates::COLOR_REGEXP) ? color : 'red' %>" style="stroke-width: clamp(0px, 0.5vw, 6px); stroke-width: 0.6cqmin"></line>
-          <line x1="100%" y1="0" x2="0" y2="100%" stroke="<%= field.dig('preferences', 'color').presence || 'red' %>" style="stroke-width: clamp(0px, 0.5vw, 6px); stroke-width: 0.6cqmin"></line>
+          <line x1="100%" y1="0" x2="0" y2="100%" stroke="<%= color.present? && color.match?(Templates::COLOR_REGEXP) ? color : 'red' %>" style="stroke-width: clamp(0px, 0.5vw, 6px); stroke-width: 0.6cqmin"></line>
         </svg>
       <% end %>
     </div>

app/views/submissions/show.html.erb

@@ -103,7 +103,7 @@
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
           <% lazyload_metadata = document.preview_images.first&.metadata || Templates::ProcessDocument::US_LETTER_SIZE %>
           <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
-            <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_key, "#{index}.jpg")) %>
+            <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_key, "#{index}#{Templates::ProcessDocument::PREVIEW_FORMAT}")) %>
             <page-container id="<%= "page-#{document.uuid}-#{index}" %>" class="block before:border before:absolute before:top-0 before:bottom-0 before:left-0 before:right-0 before:rounded relative mb-4" style="container-type: size; aspect-ratio: <%= width = page.metadata['width'] %> / <%= height = page.metadata['height'] %>">
               <img loading="lazy" src="<%= page.url %>" width="<%= width %>" class="rounded" height="<%= height %>" alt="<%= "#{item['name']} - #{t('page')} #{index + 1}" %>">
               <div class="top-0 bottom-0 left-0 right-0 absolute">
@@ -131,7 +131,7 @@
                     <% submitters_order_index ||= (@submission.template_submitters || @submission.template.submitters).each_with_index.to_h { |s, i| [s['uuid'], i] } %>
                     <% submitter_index = submitters_order_index[submitter.uuid] %>
                     <% bg_class = bg_classes[submitter_index % bg_classes.size] %>
-                    <div class="absolute overflow-visible" style="width: <%= area['w'] * 100 %>%; height: <%= area['h'] * 100 %>%; left: <%= area['x'] * 100 %>%; top: <%= area['y'] * 100 %>%;">
+                    <div class="absolute overflow-visible" style="width: <%= area['w'].to_f * 100 %>%; height: <%= area['h'].to_f * 100 %>%; left: <%= area['x'].to_f * 100 %>%; top: <%= area['y'].to_f * 100 %>%;">
                       <div class="flex h-full w-full bg-opacity-80 justify-center items-center <%= bg_class %>">
                         <%= svg_icon(SubmissionsController::FIELD_ICONS.fetch(field['type'], 'text_size'), class: 'max-h-10 w-full h-full stroke-2 opacity-50') %>
                       </div>
@@ -281,7 +281,7 @@
                   <% 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) %>
+                    <% value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), @submission.account.locale, timezone: (with_submitter_timezone ? (submitter.timezone.presence || @submission.account.timezone) : @submission.account.timezone)) %>
                   <% end %>
                   <% if (mask = field.dig('preferences', 'mask').presence) %>
                     <% if signed_in? && can?(:read, @submission) %>

app/views/submit_form/show.html.erb

@@ -123,7 +123,7 @@
           <% preview_images_index = document.preview_images.loaded? ? document.preview_images.index_by { |e| e.filename.base.to_i } : {} %>
           <% lazyload_metadata = document.preview_images.last&.metadata || Templates::ProcessDocument::US_LETTER_SIZE %>
           <% (document.metadata.dig('pdf', 'number_of_pages') || (document.preview_images.loaded? ? preview_images_index.size : document.preview_images.size)).times do |index| %>
-            <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_key, "#{index}.jpg")) %>
+            <% page = preview_images_index[index] || page_blob_struct.new(metadata: lazyload_metadata, url: preview_document_page_path(document.signed_key, "#{index}#{Templates::ProcessDocument::PREVIEW_FORMAT}")) %>
             <page-container class="block relative my-4 shadow-md" style="container-type: size; aspect-ratio: <%= width = page.metadata['width'] %> / <%= height = page.metadata['height'] %>">
               <img loading="lazy" src="<%= page.url %>" width="<%= width %>" height="<%= height %>" alt="<%= "#{item['name']} - #{t('page')} #{index + 1}" %>">
               <div id="page-<%= [document.uuid, index].join('-') %>" class="top-0 bottom-0 left-0 right-0 absolute">

app/views/templates_share_link/show.html.erb

@@ -25,9 +25,11 @@
       <div class="flex gap-2 mt-3">
         <div class="relative flex-grow">
           <input id="embedding_url" type="text" value="<%= start_form_url(slug: @template.slug, host: form_link_host) %>" class="base-input w-full pr-10" autocomplete="off" readonly>
-          <a href="<%= template_share_link_qr_path(@template) %>" target="_blank" rel="noopener" class="absolute top-1/2 -translate-y-1/2 right-2 flex items-center justify-center tooltip tooltip-left text-base-content/70 hover:text-base-content bg-white rounded px-1 py-0.5" data-tip="<%= t('qr_code') %>" aria-label="<%= t('qr_code') %>">
+          <% if @template.variables_schema.blank? && !@template.preferences&.dig('require_email_2fa') && !@template.preferences&.dig('require_phone_2fa') %>
-            <%= svg_icon('qrcode', class: 'w-6 h-6') %>
+            <a href="<%= template_share_link_qr_path(@template) %>" target="_blank" rel="noopener" class="absolute top-1/2 -translate-y-1/2 right-2 flex items-center justify-center tooltip text-base-content/70 hover:text-base-content bg-white rounded px-1 py-0.5" data-tip="<%= t('qr_code') %>" aria-label="<%= t('qr_code') %>">
-          </a>
+              <%= svg_icon('qrcode', class: 'w-6 h-6') %>
+            </a>
+          <% end %>
         </div>
         <check-on-click data-element-id="template_shared_link">
           <%= render 'shared/clipboard_copy', icon: 'copy', text: start_form_url(slug: @template.slug, host: form_link_host), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: t('copy'), copied_title: t('copied') %>

config/locales/i18n.yml

@@ -942,6 +942,7 @@ en: &en
     embed: Embedding
     invite: Invite
     link: Link
+    mcp: MCP
   submission_event_names:
     send_email_to_html: '<b>Email sent</b> to %{submitter_name}'
     bounce_email_html: '<b>Email bounced</b> %{submitter_name}'
@@ -1982,6 +1983,7 @@ es: &es
     embed: Integración
     invite: Invitación
     link: Enlace
+    mcp: MCP
   submission_event_names:
     send_email_to_html: '<b>Correo electrónico enviado</b> a %{submitter_name}'
     bounce_email_html: '<b>Correo electrónico rebotado</b> %{submitter_name}'
@@ -3023,6 +3025,7 @@ it: &it
     embed: Incorporamento
     invite: Invito
     link: Link
+    mcp: MCP
   submission_event_names:
     send_email_to_html: '<b>Email inviata</b> a %{submitter_name}'
     bounce_email_html: '<b>Email respinta</b> %{submitter_name}'
@@ -4060,6 +4063,7 @@ fr: &fr
     embed: Embedding
     invite: Invitation
     link: Lien
+    mcp: MCP
   submission_event_names:
     send_email_to_html: "<b>E‑mail envoyé</b> à %{submitter_name}"
     bounce_email_html: "<b>E‑mail rejeté</b> %{submitter_name}"
@@ -5100,6 +5104,7 @@ pt: &pt
     embed: Incorporação
     invite: Convite
     link: Link
+    mcp: MCP
   submission_event_names:
     send_email_to_html: '<b>Email enviado</b> para %{submitter_name}'
     bounce_email_html: '<b>Email não entregue</b> %{submitter_name}'
@@ -6140,6 +6145,7 @@ de: &de
     embed: Einbettung
     invite: Einladung
     link: Link
+    mcp: MCP
   submission_event_names:
     send_email_to_html: '<b>E-Mail gesendet</b> an %{submitter_name}'
     bounce_email_html: '<b>E-Mail unzustellbar</b> %{submitter_name}'
@@ -7581,6 +7587,7 @@ nl: &nl
     embed: Insluiten
     invite: Uitnodiging
     link: Link
+    mcp: MCP
   submission_event_names:
     send_email_to_html: "<b>E-mail verzonden</b> naar %{submitter_name}"
     bounce_email_html: "<b>E-mail gebounced</b> %{submitter_name}"

config/routes.rb

@@ -77,7 +77,7 @@ Rails.application.routes.draw do
   resources :console_redirect, only: %i[index]
   resources :upgrade, only: %i[index], controller: 'console_redirect'
   resources :manage, only: %i[index], controller: 'console_redirect'
-  resource :testing_account, only: %i[show destroy]
+  resource :testing_account, only: %i[create destroy]
   resources :testing_api_settings, only: %i[index]
   resources :submitters_autocomplete, only: %i[index]
   resources :submitters_resubmit, only: %i[update]

lib/docuseal.rb

@@ -1,7 +1,6 @@
 # frozen_string_literal: true
 
 module Docuseal
-  URL_CACHE = ActiveSupport::Cache::MemoryStore.new
   PRODUCT_URL = 'https://www.docuseal.com'
   PRODUCT_EMAIL_URL = ENV.fetch('PRODUCT_EMAIL_URL', PRODUCT_URL)
   NEWSLETTER_URL = "#{PRODUCT_URL}/newsletters".freeze

lib/mcp/tools/create_template.rb

@@ -27,7 +27,7 @@ module Mcp
           readOnlyHint: false,
           destructiveHint: false,
           idempotentHint: false,
-          openWorldHint: false
+          openWorldHint: true
         }
       }.freeze
 
@@ -43,6 +43,7 @@ module Mcp
           account:,
           author: current_user,
           folder: account.default_template_folder,
+          source: :mcp,
           name: arguments['name'].to_s.presence || 'New Template',
           fields: [],
           schema: []

lib/mcp/tools/send_documents.rb

@@ -61,7 +61,7 @@ module Mcp
         },
         annotations: {
           readOnlyHint: false,
-          destructiveHint: false,
+          destructiveHint: true,
           idempotentHint: false,
           openWorldHint: true
         }
@@ -96,7 +96,7 @@ module Mcp
         submissions = Submissions.create_from_submitters(
           template:,
           user: current_user,
-          source: :api,
+          source: :mcp,
           submitters_order: 'random',
           submissions_attrs: { submitters: submitters },
           params: { 'send_email' => true, 'submitters' => submitters }

lib/puma/plugin/redis_server.rb

@@ -54,7 +54,7 @@ Puma::Plugin.create do
       Dir.chdir(ENV.fetch('WORKDIR', nil)) unless ENV['WORKDIR'].to_s.empty?
 
       exec('redis-server', '--requirepass', Digest::SHA1.hexdigest("redis#{ENV.fetch('SECRET_KEY_BASE', '')}"),
-           out: '/dev/null')
+           '--loglevel', 'warning')
     end
   end
 

lib/search_entries.rb

@@ -56,7 +56,8 @@ module SearchEntries
         end
 
       [sql, number, number.length > 1 ? number.delete_prefix('0') : number, keyword]
-    elsif keyword.match?(/[^\p{L}\d&@.-]/) || keyword.match?(/\A['"].*['"]\z/) || keyword.match?(/[.-]{2,}/)
+    elsif keyword.start_with?('@') || keyword.match?(/[^\p{L}\d&@.-]/) ||
+          keyword.match?(/\A['"].*['"]\z/) || keyword.match?(/[.-]{2,}/)
       ['tsvector @@ plainto_tsquery(?)', TextUtils.transliterate(keyword.downcase)]
     else
       keyword = TextUtils.transliterate(keyword.downcase).squish

lib/submissions.rb

@@ -162,7 +162,7 @@ module Submissions
     return email.downcase.sub(/@gmail?\z/i, '@gmail.com') if email.match?(/@gmail?\z/i)
 
     return email.downcase if email.include?(',') ||
-                             email.match?(/\.(?:gob|om|mm|cm|et|mo|nz|za|ie)\z/) ||
+                             email.match?(/\.(?:gob|om|mm|cm|et|mo|nz|za|ie|ed\.jp)\z/i) ||
                              email.exclude?('.')
 
     fixed_email = EmailTypo.call(email.delete_prefix('<'))

lib/submissions/create_from_submitters.rb

@@ -410,9 +410,7 @@ module Submissions
         submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
       end
 
-      submitter.values = submitter.values.transform_values do |v|
+      submitter.values = Submitters::SubmitValues.replace_current_date_placeholders(submitter)
-        v == '{{date}}' ? Time.current.in_time_zone(submitter.submission.account.timezone).to_date.to_s : v
-      end
 
       submitter
     end

lib/submissions/generate_audit_trail.rb

@@ -415,7 +415,8 @@ module Submissions
               composer.formatted_text_box([{ text: value.to_s.titleize }], padding: [0, 0, 10, 0])
             else
               if field['type'] == 'date'
-                value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), account.locale)
+                value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), account.locale,
+                                                     timezone:)
               end
 
               value = NumberUtils.format_number(value, field.dig('preferences', 'format')) if field['type'] == 'number'

lib/submissions/generate_preview_attachments.rb

@@ -16,18 +16,21 @@ module Submissions
                                                                AccountConfig::WITH_SIGNATURE_ID,
                                                                AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY,
                                                                AccountConfig::WITH_TIMESTAMP_SECONDS_KEY,
+                                                               AccountConfig::ROTATE_INCREMENTAL_PDF_KEY,
                                                                AccountConfig::WITH_FILE_LINKS_KEY,
                                                                AccountConfig::WITH_SIGNATURE_ID_REASON_KEY])
 
       with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
       with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
       is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false
+      is_rotate_incremental = configs.find { |c| c.key == AccountConfig::ROTATE_INCREMENTAL_PDF_KEY }&.value == true
       with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true
       with_timestamp_seconds = configs.find { |c| c.key == AccountConfig::WITH_TIMESTAMP_SECONDS_KEY }&.value == true
       with_signature_id_reason =
         configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false
 
-      pdfs_index = GenerateResultAttachments.build_pdfs_index(submission, flatten: is_flatten)
+      pdfs_index = GenerateResultAttachments.build_pdfs_index(submission, flatten: is_flatten,
+                                                                          incremental: is_rotate_incremental)
 
       submitters = if submitter
                      submission.submitters.where(id: submitter.id)

lib/submissions/generate_result_attachments.rb

@@ -141,18 +141,21 @@ module Submissions
                                                               AccountConfig::WITH_SIGNATURE_ID,
                                                               AccountConfig::WITH_FILE_LINKS_KEY,
                                                               AccountConfig::WITH_TIMESTAMP_SECONDS_KEY,
+                                                              AccountConfig::ROTATE_INCREMENTAL_PDF_KEY,
                                                               AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY,
                                                               AccountConfig::WITH_SIGNATURE_ID_REASON_KEY])
 
       with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
       is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false
+      is_rotate_incremental = configs.find { |c| c.key == AccountConfig::ROTATE_INCREMENTAL_PDF_KEY }&.value == true
       with_timestamp_seconds = configs.find { |c| c.key == AccountConfig::WITH_TIMESTAMP_SECONDS_KEY }&.value == true
       with_submitter_timezone = configs.find { |c| c.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true
       with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
       with_signature_id_reason =
         configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false
 
-      pdfs_index = build_pdfs_index(submitter.submission, submitter:, flatten: is_flatten)
+      pdfs_index = build_pdfs_index(submitter.submission, submitter:, flatten: is_flatten,
+                                                          incremental: is_rotate_incremental)
 
       if with_signature_id || submitter.account.testing?
         pdfs_index.each_value do |pdf|
@@ -649,7 +652,10 @@ module Submissions
             end
           else
             if field['type'] == 'date'
-              value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), locale)
+              timezone = submitter.account.timezone
+              timezone = submitter.timezone || submitter.account.timezone if with_submitter_timezone
+
+              value = TimeUtils.format_date_string(value, field.dig('preferences', 'format'), locale, timezone:)
             end
 
             value = NumberUtils.format_number(value, field.dig('preferences', 'format')) if field['type'] == 'number'
@@ -802,7 +808,7 @@ module Submissions
       Digest::UUID.uuid_v5(Digest::UUID::OID_NAMESPACE, attachments.map(&:uuid).sort.join(':'))
     end
 
-    def build_pdfs_index(submission, submitter: nil, flatten: true)
+    def build_pdfs_index(submission, submitter: nil, flatten: true, incremental: false)
       latest_submitter = find_last_submitter(submission, submitter:)
 
       documents   = Submissions::EnsureResultGenerated.call(latest_submitter) if latest_submitter
@@ -826,7 +832,7 @@ module Submissions
             HexaPDF::Document.new(io: StringIO.new(attachment.download))
           end
 
-        pdf = maybe_rotate_pdf(pdf)
+        pdf = maybe_rotate_pdf(pdf, incremental:)
 
         maybe_flatten_pdf(pdf) if flatten
 
@@ -845,7 +851,7 @@ module Submissions
       Rollbar.error(e) if defined?(Rollbar)
     end
 
-    def maybe_rotate_pdf(pdf)
+    def maybe_rotate_pdf(pdf, incremental: false)
       return pdf if pdf.pages.size > MAX_PAGE_ROTATE
 
       is_pages_rotated = pdf.pages.root[:Rotate].present? && pdf.pages.root[:Rotate] != 0
@@ -860,7 +866,7 @@ module Submissions
 
       io = StringIO.new
 
-      pdf.write(io, incremental: false, validate: false)
+      pdf.write(io, incremental:, validate: false)
 
       HexaPDF::Document.new(io:)
     rescue StandardError => e

lib/submitters.rb

@@ -13,7 +13,7 @@ module Submitters
   UnableToSendCode = Class.new(StandardError)
   InvalidOtp = Class.new(StandardError)
   MaliciousFileExtension = Class.new(StandardError)
-  ArgumentError = Class.new(StandardError)
+  ParamsError = Class.new(StandardError)
 
   DANGEROUS_EXTENSIONS = Set.new(%w[
     exe com bat cmd scr pif vbs vbe js jse wsf wsh msi msp
@@ -135,7 +135,7 @@ module Submitters
                                                filename: file.original_filename,
                                                content_type: file.content_type)
       else
-        raise ArgumentError, 'file param is missing'
+        raise ParamsError, 'file param is missing'
       end
 
     ActiveStorage::Attachment.create!(

lib/submitters/normalize_values.rb

@@ -103,17 +103,43 @@ module Submitters
     end
 
     def normalize_date(field, value)
-      if value.is_a?(Integer)
+      format = field.dig('preferences', 'format')
+
+      if TimeUtils.format_with_time?(format)
+        normalize_date_time(value, format)
+      elsif TimeUtils.month_only_format?(format)
+        normalize_date_month(value, format)
+      elsif value.is_a?(Integer)
         Time.zone.at(value.to_s.first(10).to_i).to_date.to_s
-      elsif value.gsub(/\w/, '0') == field.dig('preferences', 'format').to_s.gsub(/\w/, '0')
+      elsif value.gsub(/\w/, '0') == format.to_s.gsub(/\w/, '0')
-        TimeUtils.parse_date_string(value, field.dig('preferences', 'format')).to_s
+        TimeUtils.parse_date_string(value, format).to_s
       else
         Date.parse(value).to_s
       end
-    rescue Date::Error
+    rescue ArgumentError
       value
     end
 
+    def normalize_date_time(value, format)
+      if value.is_a?(Integer)
+        Time.zone.at(value.to_s.first(10).to_i).utc.iso8601
+      elsif value.to_s.match?(/T\d{2}:\d{2}/)
+        Time.iso8601(value).utc.iso8601
+      else
+        TimeUtils.parse_date_string(value, format).utc.iso8601
+      end
+    end
+
+    def normalize_date_month(value, format)
+      if value.is_a?(Integer)
+        Time.zone.at(value.to_s.first(10).to_i).strftime('%Y-%m')
+      elsif value.to_s.match?(/\A\d{4}-\d{2}\z/)
+        value
+      else
+        TimeUtils.parse_date_string(value, format).strftime('%Y-%m')
+      end
+    end
+
     def fetch_fields(template, submitter_name: nil, for_submitter: nil)
       if submitter_name && !for_submitter
         submitter =

lib/submitters/submit_values.rb

@@ -86,9 +86,7 @@ module Submitters
         submitter.values = maybe_remove_condition_values(submitter, required_field_uuids_acc:)
       end
 
-      submitter.values = submitter.values.transform_values do |v|
+      submitter.values = replace_current_date_placeholders(submitter)
-        v == '{{date}}' ? Time.current.in_time_zone(submitter.account.timezone).to_date.to_s : v
-      end
 
       required_field_uuids_acc.each do |uuid|
         next if submitter.values[uuid].present?
@@ -194,7 +192,7 @@ module Submitters
 
         next if value.blank?
 
-        acc[field['uuid']] = template_default_value_for_submitter(value, submitter, with_time: true)
+        acc[field['uuid']] = template_default_value_for_submitter(value, submitter, field:, with_time: true)
       end
 
       default_values.compact_blank.merge(submitter.values)
@@ -248,7 +246,20 @@ module Submitters
       0
     end
 
-    def template_default_value_for_submitter(value, submitter, with_time: false)
+    def replace_current_date_placeholders(submitter)
+      submitter.values.each_with_object({}) do |(uuid, v), acc|
+        acc[uuid] =
+          if v == '{{date}}'
+            field = submitter.submission.fields_uuid_index[uuid]
+
+            TimeUtils.current_date_value(field&.dig('preferences', 'format'), submitter.account.timezone)
+          else
+            v
+          end
+      end
+    end
+
+    def template_default_value_for_submitter(value, submitter, with_time: false, field: nil)
       return if value.blank?
       return if submitter.blank?
 
@@ -257,7 +268,8 @@ module Submitters
       replace_default_variables(value,
                                 submitter.attributes.merge('role' => role),
                                 submitter.submission,
-                                with_time:)
+                                with_time:,
+                                field:)
     end
 
     def maybe_remove_condition_values(submitter, required_field_uuids_acc: nil)
@@ -394,7 +406,7 @@ module Submitters
     end
     # rubocop:enable Metrics
 
-    def replace_default_variables(value, attrs, submission, with_time: false)
+    def replace_default_variables(value, attrs, submission, with_time: false, field: nil)
       return value if value.in?([true, false]) || value.is_a?(Numeric) || value.is_a?(Array)
       return if value.blank?
 
@@ -412,7 +424,7 @@ module Submitters
         when 'hour', 'minute', 'day', 'month', 'year'
           with_time ? Time.current.in_time_zone(submission.account.timezone).strftime(STRFTIME_MAP[key]) : e
         when 'date'
-          with_time ? Time.current.in_time_zone(submission.account.timezone).to_date.to_s : e
+          with_time ? TimeUtils.current_date_value(field&.dig('preferences', 'format'), submission.account.timezone) : e
         when 'role', 'email', 'phone', 'name'
           attrs[key] || e
         else

lib/templates.rb

@@ -1,6 +1,8 @@
 # frozen_string_literal: true
 
 module Templates
+  COLOR_REGEXP = /\A(#(?:[0-9a-f]{3}|[0-9a-f]{6})|[a-z]+)\z/i
+
   EXPIRATION_DURATIONS = {
     one_day: 1.day,
     two_days: 2.days,

lib/templates/clone.rb

@@ -6,7 +6,7 @@ module Templates
 
     # rubocop:disable Metrics
     def call(original_template, author:, external_id: nil, name: nil, folder_name: nil)
-      template = original_template.account.templates.new
+      template = author.account.templates.new
 
       template.external_id = external_id
       template.shared_link = original_template.shared_link
@@ -16,8 +16,10 @@ module Templates
 
       if folder_name.present?
         template.folder = TemplateFolders.find_or_create_by_name(author, folder_name)
-      else
+      elsif author.account_id == original_template.account_id
         template.folder_id = original_template.folder_id
+      else
+        template.folder = author.account.default_template_folder
       end
 
       template.submitters, template.fields, template.schema, template.preferences =

lib/templates/create_attachments.rb

@@ -38,7 +38,7 @@ module Templates
       [documents, dynamic_documents]
     end
 
-    def handle_pdf_or_image(template, file, document_data = nil, params = {}, extract_fields: false)
+    def handle_pdf_or_image(template, file, document_data = nil, params = {}, extract_fields: false, metadata: {})
       document_data ||= file.read
 
       if file.content_type == PDF_CONTENT_TYPE
@@ -54,6 +54,7 @@ module Templates
         io: StringIO.new(document_data),
         filename: file.original_filename,
         metadata: {
+          **metadata,
           identified: file.content_type == PDF_CONTENT_TYPE,
           analyzed: file.content_type == PDF_CONTENT_TYPE,
           pdf: { annotations: }.compact_blank, sha256:

lib/templates/process_document.rb

@@ -4,6 +4,7 @@ module Templates
   module ProcessDocument
     DPI = 200
     FORMAT = '.png'
+    PREVIEW_FORMAT = '.jpg'
     ATTACHMENT_NAME = 'preview_images'
 
     BMP_REGEXP = %r{\Aimage/(?:bmp|x-bmp|x-ms-bmp)\z}
@@ -69,7 +70,7 @@ module Templates
 
       bitdepth = 2**image.stats.to_a[1..3].pluck(2).uniq.size
 
-      io = StringIO.new(image.write_to_buffer(FORMAT, compression: 7, filter: 0, bitdepth:,
+      io = StringIO.new(image.write_to_buffer(FORMAT, compression: 6, filter: 0, bitdepth:,
                                                       palette: true, Q: Q, dither: 0))
 
       ActiveStorage::Attachment.create!(
@@ -141,7 +142,7 @@ module Templates
         if format == FORMAT
           bitdepth = 2**page.stats.to_a[1..3].pluck(2).uniq.size
 
-          page.write_to_buffer(format, compression: 7, filter: 0, bitdepth:,
+          page.write_to_buffer(format, compression: 6, filter: 0, bitdepth:,
                                        palette: true, Q: Q, dither: 0)
         else
           page.write_to_buffer(format, interlace: true, Q: JPEG_Q)
@@ -205,7 +206,7 @@ module Templates
     def generate_pdf_preview_from_file(attachment, file_path, page_number)
       doc = Pdfium::Document.open_file(file_path)
 
-      blob = build_and_upload_blob(doc, page_number, '.jpeg')
+      blob = build_and_upload_blob(doc, page_number, PREVIEW_FORMAT)
 
       ApplicationRecord.no_touching do
         ActiveStorage::Attachment.create!(

lib/time_utils.rb

@@ -19,6 +19,47 @@ module TimeUtils
     'YY' => '%y'
   }.freeze
 
+  HOUR_FORMATS = {
+    'H' => '%-H',
+    'HH' => '%H',
+    'h' => '%-I',
+    'hh' => '%I'
+  }.freeze
+
+  MINUTE_FORMATS = {
+    'm' => '%-M',
+    'mm' => '%M'
+  }.freeze
+
+  SECOND_FORMATS = {
+    's' => '%-S',
+    'ss' => '%S'
+  }.freeze
+
+  AMPM_FORMATS = {
+    'A' => '%p',
+    'a' => '%P'
+  }.freeze
+
+  TIMEZONE_FORMATS = {
+    'z' => '%Z'
+  }.freeze
+
+  TIME_FORMATS = HOUR_FORMATS.merge(MINUTE_FORMATS)
+                             .merge(SECOND_FORMATS)
+                             .merge(AMPM_FORMATS)
+                             .freeze
+
+  ALL_FORMATS = MONTH_FORMATS.merge(DAY_FORMATS)
+                             .merge(YEAR_FORMATS)
+                             .merge(TIME_FORMATS)
+                             .merge(TIMEZONE_FORMATS)
+                             .freeze
+
+  TOKEN_REGEX = /MMMM|MMM|MM|M|DD|D|YYYY|YYY|YY|HH|hh|H|h|mm|m|ss|s|A|a|z/
+
+  MONTH_ONLY_VALUE_REGEX = /\A\d{4}-\d{2}\z/
+
   DEFAULT_DATE_FORMAT_US = 'MM/DD/YYYY'
   DEFAULT_DATE_FORMAT = 'DD/MM/YYYY'
 
@@ -42,27 +83,60 @@ module TimeUtils
     end
   end
 
-  def parse_date_string(string, pattern)
+  def format_with_time?(format)
-    pattern = pattern.sub(/Y+/, YEAR_FORMATS)
+    format.to_s.match?(/[HhAasz]/)
-                     .sub(/M+/, MONTH_FORMATS)
-                     .sub(/D+/, DAY_FORMATS)
-
-    Date.strptime(string, pattern)
   end
 
-  def format_date_string(string, format, locale)
+  def month_only_format?(format)
-    date = Date.parse(string.to_s)
+    format.to_s.present? && !format.to_s.match?(/[DdHhAasz]/)
+  end
 
-    format = format.upcase if format
+  def format_date_preview(format, locale, timezone)
+    return '' if format.blank?
 
+    format = format.upcase unless format_with_time?(format)
+    preview_pattern = format.gsub(TOKEN_REGEX) { |token| TIME_FORMATS.key?(token) ? '--' : ALL_FORMATS[token] }
+
+    I18n.l(Time.current.in_time_zone(timezone.presence || Time.zone.name), format: preview_pattern, locale:)
+  end
+
+  def current_date_value(format, timezone)
+    tz = timezone.presence || Time.zone.name
+
+    if format_with_time?(format)
+      Time.current.utc.iso8601
+    elsif month_only_format?(format)
+      Time.current.in_time_zone(tz).strftime('%Y-%m')
+    else
+      Time.current.in_time_zone(tz).to_date.to_s
+    end
+  end
+
+  def parse_date_string(string, pattern)
+    with_time = format_with_time?(pattern)
+    pattern = pattern.upcase unless with_time
+    pattern = pattern.gsub(TOKEN_REGEX, ALL_FORMATS)
+
+    with_time ? Time.zone.strptime(string, pattern) : Date.strptime(string, pattern)
+  end
+
+  def format_date_string(string, format, locale, timezone: nil)
+    format = format.upcase if format && !format_with_time?(format)
     format ||= locale.to_s.ends_with?('US') ? DEFAULT_DATE_FORMAT_US : DEFAULT_DATE_FORMAT
 
-    i18n_format = format.sub(/D+/) { DAY_FORMATS[format[/D+/]] }
+    date =
-                        .sub(/M+/) { MONTH_FORMATS[format[/M+/]] }
+      if format_with_time?(format)
-                        .sub(/Y+/) { YEAR_FORMATS[format[/Y+/]] }
+        Time.iso8601(string.to_s).in_time_zone(timezone.presence || Time.zone.name)
+      elsif string.to_s.match?(MONTH_ONLY_VALUE_REGEX)
+        year, month = string.to_s.split('-').map(&:to_i)
 
-    I18n.l(date, format: i18n_format, locale:)
+        Date.new(year, month, 1)
-  rescue Date::Error
+      else
+        Date.parse(string.to_s)
+      end
+
+    I18n.l(date, format: format.gsub(TOKEN_REGEX, ALL_FORMATS), locale:)
+  rescue ArgumentError
     string
   end
 end