Merge from docusealco/wip

This reverts commit 56da326709.

.github/workflows/docker.yml

@@ -30,7 +30,9 @@ jobs:
       uses: docker/setup-buildx-action@v3
 
     - name: Create .version file
-      run: echo ${{ github.ref_name }} > .version
+      env:
+        REF_NAME: ${{ github.ref_name }}
+      run: echo "$REF_NAME" > .version
 
     - name: Login to Docker Hub
       uses: docker/login-action@v3

Gemfile.lock

@@ -144,12 +144,12 @@ GEM
     cldr-plurals-runtime-rb (1.1.0)
     cmdparse (3.0.7)
     coderay (1.1.3)
-    concurrent-ruby (1.3.6)
+    concurrent-ruby (1.3.7)
     connection_pool (3.0.2)
     crack (1.0.1)
       bigdecimal
       rexml
-    crass (1.0.6)
+    crass (1.0.7)
     csv (3.3.5)
     csv-safe (3.3.1)
       csv (~> 3.0)
@@ -195,13 +195,13 @@ GEM
       railties (>= 6.1.0)
     faker (3.6.1)
       i18n (>= 1.8.11, < 2)
-    faraday (2.14.2)
+    faraday (2.14.3)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
     faraday-follow_redirects (0.5.0)
       faraday (>= 1, < 3)
-    faraday-net_http (3.4.2)
+    faraday-net_http (3.4.4)
       net-http (~> 0.5)
     ferrum (0.17.2)
       addressable (~> 2.5)
@@ -293,7 +293,7 @@ GEM
       activesupport (>= 4)
       railties (>= 4)
       request_store (~> 1.0)
-    loofah (2.25.1)
+    loofah (2.25.2)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
     mail (2.9.0)
@@ -323,15 +323,15 @@ GEM
     net-smtp (0.5.1)
       net-protocol
     nio4r (2.7.5)
-    nokogiri (1.19.3-aarch64-linux-gnu)
+    nokogiri (1.19.4-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.19.3-aarch64-linux-musl)
+    nokogiri (1.19.4-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.19.3-arm64-darwin)
+    nokogiri (1.19.4-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.19.3-x86_64-linux-gnu)
+    nokogiri (1.19.4-x86_64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.19.3-x86_64-linux-musl)
+    nokogiri (1.19.4-x86_64-linux-musl)
       racc (~> 1.4)
     numo-narray-alt (0.10.3)
     onnxruntime (0.10.1-aarch64-linux)
@@ -404,8 +404,8 @@ GEM
       activesupport (>= 5.0.0)
       minitest
       nokogiri (>= 1.6)
-    rails-html-sanitizer (1.7.0)
+    rails-html-sanitizer (1.7.1)
-      loofah (~> 2.25)
+      loofah (~> 2.25, >= 2.25.2)
       nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
     rails-i18n (8.1.0)
       i18n (>= 0.7, < 2)

app/controllers/api/submission_documents_controller.rb

@@ -9,7 +9,7 @@ module Api
                  (@submission.schema_documents || @submission.template.schema_documents).size > 1
 
       documents =
-        if @submission.submitters.all?(&:completed_at?)
+        if @submission.completed_at?
           build_completed_documents(@submission, merge: is_merge)
         else
           build_preview_documents(@submission, merge: is_merge)
@@ -30,7 +30,7 @@ module Api
     private
 
     def build_completed_documents(submission, merge: false)
-      last_submitter = submission.submitters.max_by(&:completed_at)
+      last_submitter = submission.submitters.select(&:completed_at?).max_by(&:completed_at)
 
       if merge
         if submission.merged_document_attachment.blank?

app/controllers/api/submission_events_controller.rb

@@ -5,7 +5,7 @@ module Api
     load_and_authorize_resource :submission, parent: false
 
     def index
-      submissions = build_completed_query(@submissions)
+      submissions = @submissions.active.where.not(completed_at: nil)
 
       params[:after] = Time.zone.at(params[:after].to_i) if params[:after].present?
       params[:before] = Time.zone.at(params[:before].to_i) if params[:before].present?
@@ -36,20 +36,5 @@ module Api
         }
       }
     end
-
-    private
-
-    def build_completed_query(submissions)
-      submissions = submissions.where(
-        Submitter.where(completed_at: nil).where(
-          Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-        ).select(1).arel.exists.not
-      )
-
-      submissions.joins(:submitters)
-                 .group(:id)
-                 .select(Submission.arel_table[Arel.star],
-                         Submitter.arel_table[:completed_at].maximum.as('completed_at'))
-    end
   end
 end

app/controllers/api/submissions_controller.rb

@@ -2,21 +2,39 @@
 
 module Api
   class SubmissionsController < ApiBaseController
+    SUBMISSION_COLUMNS = %i[id name slug source submitters_order expire_at completed_at created_at updated_at
+                            archived_at variables template_id template_submitters created_by_user_id].freeze
+    TEMPLATE_COLUMNS = %i[id name external_id created_at updated_at folder_id submitters].freeze
+
     load_and_authorize_resource :template, only: :create
-    load_and_authorize_resource :submission, only: %i[show index destroy]
+    load_and_authorize_resource :submission, only: %i[show index update destroy]
 
     before_action only: :create do
       authorize!(:create, Submission)
     end
 
+    before_action :maybe_return_template_error, only: :create
+
     def index
       submissions = Submissions.search(current_user, @submissions, params[:q])
       submissions = filter_submissions(submissions, params)
 
-      submissions = paginate(submissions.preload(:created_by_user, :submitters,
+      with_fields = params[:include].to_s.include?('fields') || params[:include].to_s.include?('combined_document_url')
-                                                 template: { folder: :parent_folder },
+
-                                                 combined_document_attachment: :blob,
+      submissions = paginate(
-                                                 audit_trail_attachment: :blob))
+        submissions.select(with_fields ? nil : SUBMISSION_COLUMNS)
+                   .preload(:created_by_user, :submitters, combined_document_attachment: :blob,
+                                                           audit_trail_attachment: :blob)
+      )
+
+      ActiveRecord::Associations::Preloader.new(
+        records: submissions,
+        associations: :template,
+        scope: with_fields ? nil : Template.select(TEMPLATE_COLUMNS)
+      ).call
+
+      ActiveRecord::Associations::Preloader.new(records: submissions.filter_map(&:template),
+                                                associations: { folder: :parent_folder }).call
 
       expires_at = Accounts.link_expires_at(current_account)
 
@@ -42,7 +60,7 @@ module Api
         end
       end
 
-      if @submission.audit_trail_attachment.blank? && submitters.all?(&:completed_at?)
+      if @submission.audit_trail_attachment.blank? && @submission.completed_at?
         @submission.audit_trail_attachment = Submissions::EnsureAuditGenerated.call(@submission)
       end
 
@@ -52,20 +70,6 @@ module Api
     def create
       Params::SubmissionCreateValidator.call(params)
 
-      return render json: { error: 'Template not found' }, status: :unprocessable_content if @template.nil?
-
-      if @template.archived_at?
-        Rollbar.warning("Archived template submission: #{@template.id}") if defined?(Rollbar)
-
-        return render json: { error: 'Template has been archived' }, status: :unprocessable_content
-      end
-
-      if @template.fields.blank?
-        Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
-
-        return render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
-      end
-
       params[:send_email] = true unless params.key?(:send_email)
       params[:send_sms] = false unless params.key?(:send_sms)
 
@@ -76,10 +80,17 @@ module Api
       Submissions.send_signature_requests(submissions)
 
       submissions.each do |submission|
+        if submission.submitters.all? { |s| s.viewer? || s.completed_at? } &&
+           Submissions.maybe_update_completed_at(submission)
+          last_submitter = submission.submitters.reject(&:viewer?).max_by(&:completed_at)
+        end
+
         submission.submitters.each do |submitter|
           next unless submitter.completed_at?
 
-          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id, 'send_invitation_email' => false)
+          ProcessSubmitterCompletionJob.perform_async('submitter_id' => submitter.id,
+                                                      'is_last' => submitter == last_submitter,
+                                                      'send_invitation_email' => false)
         end
       end
 
@@ -93,6 +104,25 @@ module Api
       render json: { error: e.message }, status: :unprocessable_content
     end
 
+    def update
+      @submission = assign_submission_attrs(@submission, submission_params)
+
+      @submission.save!
+
+      if @submission.saved_change_to_archived_at? && @submission.archived_at?
+        WebhookUrls.enqueue_events(@submission, 'submission.archived')
+      end
+
+      if @submission.saved_change_to_expire_at? && @submission.expire_at?
+        ProcessSubmissionExpiredJob.perform_at(@submission.expire_at, 'submission_id' => @submission.id,
+                                                                      'expire_at' => @submission.expire_at.to_i)
+      end
+
+      SearchEntries.enqueue_reindex(@submission) if @submission.saved_change_to_name?
+
+      render json: Submissions::SerializeForApi.call(@submission, nil, params, with_events: false)
+    end
+
     def destroy
       if params[:permanently].in?(['true', true])
         @submission.destroy!
@@ -107,6 +137,41 @@ module Api
 
     private
 
+    def assign_submission_attrs(submission, attrs)
+      archived = attrs.key?(:archived) ? attrs[:archived] : attrs[:archived_at]
+
+      if archived.in?([true, false, 'true', 'false']) && current_ability.can?(:destroy, submission)
+        submission.archived_at = archived.in?(Submitters::TRUE_VALUES) ? Time.current : nil
+      end
+
+      submission.name = attrs[:name] if attrs.key?(:name)
+      submission.expire_at = attrs[:expire_at].presence if attrs.key?(:expire_at)
+
+      submission
+    end
+
+    def submission_params
+      submission_params = params.key?(:submission) ? params.require(:submission) : params
+
+      submission_params.permit(:name, :expire_at, :archived, :archived_at)
+    end
+
+    def maybe_return_template_error
+      return render json: { error: 'Template not found' }, status: :unprocessable_content if @template.nil?
+
+      if @template.archived_at?
+        Rollbar.warning("Archived template submission: #{@template.id}") if defined?(Rollbar)
+
+        return render json: { error: 'Template has been archived' }, status: :unprocessable_content
+      end
+
+      return if @template.fields.present?
+
+      Rollbar.warning("Template does not contain fields: #{@template.id}") if defined?(Rollbar)
+
+      render json: { error: 'Template does not contain fields' }, status: :unprocessable_content
+    end
+
     def filter_submissions(submissions, params)
       submissions = submissions.where(template_id: params[:template_id]) if params[:template_id].present?
       submissions = submissions.where(slug: params[:slug]) if params[:slug].present?

app/controllers/api/submitters_controller.rb

@@ -4,6 +4,8 @@ module Api
   class SubmittersController < ApiBaseController
     load_and_authorize_resource :submitter
 
+    before_action :maybe_return_submitter_error, only: :update
+
     def index
       submitters = Submitters.search(current_user, @submitters, params[:q])
 
@@ -36,14 +38,6 @@ module Api
 
     # rubocop:disable Metrics/MethodLength
     def update
-      if @submitter.completed_at?
-        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
-      end
-
-      if @submitter.declined_at?
-        return render json: { error: 'Submitter has already declined the submission.' }, status: :unprocessable_content
-      end
-
       submission = @submitter.submission
       role = submission.template_submitters.find { |e| e['uuid'] == @submitter.uuid }['name']
 
@@ -73,7 +67,9 @@ module Api
       end
 
       if @submitter.completed_at?
-        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id)
+        is_last = Submissions.maybe_update_completed_at(@submitter.submission)
+
+        ProcessSubmitterCompletionJob.perform_async('submitter_id' => @submitter.id, 'is_last' => is_last)
       elsif normalized_params[:send_email] || normalized_params[:send_sms]
         Submitters.send_signature_requests([@submitter])
       end
@@ -104,7 +100,17 @@ module Api
 
     private
 
-    def maybe_filder_by_completed_at(submitters, params)
+    def maybe_return_submitter_error
+      if @submitter.completed_at? || @submitter.submission.completed_at?
+        return render json: { error: 'Submitter has already completed the submission.' }, status: :unprocessable_content
+      end
+
+      return unless @submitter.declined_at?
+
+      render json: { error: 'Submitter has already declined the submission.' }, status: :unprocessable_content
+    end
+
+    def maybe_filter_by_completed_at(submitters, params)
       if params[:completed_after].present?
         submitters = submitters.where(completed_at: Time.zone.parse(params[:completed_after])..)
       end
@@ -177,7 +183,7 @@ module Api
         submitters = submitters.joins(:submission).where(submissions: { template_id: params[:template_id] })
       end
 
-      maybe_filder_by_completed_at(submitters, params)
+      maybe_filter_by_completed_at(submitters, params)
     end
 
     def assign_external_id(submitter, attrs)

app/controllers/api/templates_controller.rb

@@ -5,6 +5,8 @@ module Api
     load_and_authorize_resource :template
 
     def index
+      @templates = Templates.shared(current_user) if params[:shared].in?(['true', true])
+
       templates = filter_templates(@templates, params)
 
       templates = paginate(templates.preload(:author, folder: :parent_folder))
@@ -48,16 +50,19 @@ module Api
 
       archived = params.key?(:archived) ? params[:archived] : params.dig(:template, :archived)
 
-      if archived.in?([true, false])
+      if archived.in?([true, false]) && current_ability.can?(:destroy, @template)
         @template.archived_at = archived == true ? Time.current : nil
       end
 
       @template.update!(template_params)
 
-      SearchEntries.enqueue_reindex(@template)
+      SearchEntries.enqueue_reindex(@template) if @template.saved_change_to_name?
 
       WebhookUrls.enqueue_events(@template, 'template.updated')
-      WebhookUrls.enqueue_events(@template, 'template.archived') if archived == true
+
+      if @template.saved_change_to_archived_at? && @template.archived_at?
+        WebhookUrls.enqueue_events(@template, 'template.archived')
+      end
 
       render json: @template.as_json(only: %i[id updated_at])
     end
@@ -112,7 +117,13 @@ module Api
     end
 
     def filter_templates(templates, params)
-      templates = Templates.search(current_user, templates, params[:q])
+      templates =
+        if params[:shared].in?(['true', true])
+          Templates.search_shared(current_user, templates, params[:q])
+        else
+          Templates.search(current_user, templates, params[:q])
+        end
+
       templates = params[:archived].in?(['true', true]) ? templates.archived : templates.active
       templates = templates.where(external_id: params[:application_key]) if params[:application_key].present?
       templates = templates.where(external_id: params[:external_id]) if params[:external_id].present?

app/controllers/email_smtp_settings_controller.rb

@@ -3,7 +3,7 @@
 class EmailSmtpSettingsController < ApplicationController
   before_action :load_encrypted_config
   authorize_resource :encrypted_config, only: :index
-  authorize_resource :encrypted_config, parent: false, only: :create
+  authorize_resource :encrypted_config, parent: false, only: %i[create destroy]
 
   def index; end
 
@@ -23,6 +23,12 @@ class EmailSmtpSettingsController < ApplicationController
     render :index, status: :unprocessable_content
   end
 
+  def destroy
+    @encrypted_config.destroy!
+
+    redirect_to settings_email_index_path, notice: I18n.t('smtp_settings_have_been_reset')
+  end
+
   private
 
   def load_encrypted_config

app/controllers/esign_settings_controller.rb

@@ -14,8 +14,7 @@ class EsignSettingsController < ApplicationController
   prepend_before_action :maybe_redirect_com, only: %i[show]
 
   before_action :load_encrypted_config
-  authorize_resource :encrypted_config, parent: false, only: %i[new create]
+  authorize_resource :encrypted_config, parent: false
-  authorize_resource :encrypted_config, only: %i[update destroy show]
 
   def show
     cert_data = @encrypted_config.value || {}

app/controllers/mcp/create_template_controller.rb

@@ -0,0 +1,90 @@
+# frozen_string_literal: true
+
+module Mcp
+  class CreateTemplateController < McpBaseController
+    SCHEMA = {
+      name: 'create_template',
+      title: 'Create Template',
+      description: 'Create a document template. Provide a URL to upload a PDF/DOCX file, or provide only a name ' \
+                   'to create an empty template and receive an edit URL where the file can be uploaded via the UI.',
+      inputSchema: {
+        type: 'object',
+        properties: {
+          name: {
+            type: 'string',
+            description: 'Template name (used as the template name and required when url is not provided)'
+          },
+          url: {
+            type: 'string',
+            description: 'Optional URL of a PDF or DOCX file to upload. If omitted, an empty template is ' \
+                         'created and the returned edit_url can be used to upload a file via the UI.'
+          }
+        },
+        required: %w[name]
+      },
+      annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: true
+      }
+    }.freeze
+
+    # rubocop:disable Metrics/AbcSize, Metrics/MethodLength
+    def call
+      account = current_user.account
+
+      @template = Template.new(
+        account:,
+        author: current_user,
+        folder: account.default_template_folder,
+        source: :mcp,
+        name: mcp_params['name'].to_s.presence || 'New Template',
+        fields: [],
+        schema: []
+      )
+
+      authorize!(:create, @template)
+
+      if mcp_params['url'].present?
+        tempfile = Tempfile.new
+        tempfile.binmode
+        tempfile.write(DownloadUtils.call(mcp_params['url'], validate: true).body)
+        tempfile.rewind
+
+        filename = File.basename(URI.decode_www_form_component(mcp_params['url']))
+
+        file = ActionDispatch::Http::UploadedFile.new(
+          tempfile:,
+          filename:,
+          type: Marcel::MimeType.for(tempfile)
+        )
+
+        @template.name = mcp_params['name'].presence || File.basename(filename, '.*')
+        @template.save!
+
+        documents, = Templates::CreateAttachments.call(@template, { files: [file] }, extract_fields: true)
+        schema = documents.map { |doc| { attachment_uuid: doc.uuid, name: doc.filename.base } }
+
+        if @template.fields.blank?
+          @template.fields = Templates::ProcessDocument.normalize_attachment_fields(@template, documents)
+        end
+
+        @template.update!(schema:)
+      else
+        @template.save!
+      end
+
+      WebhookUrls.enqueue_events(@template, 'template.created')
+
+      SearchEntries.enqueue_reindex(@template)
+
+      render_tool_result(
+        id: @template.id,
+        name: @template.name,
+        edit_url: edit_template_url(@template)
+      )
+    end
+    # rubocop:enable Metrics/AbcSize, Metrics/MethodLength
+  end
+end

app/controllers/mcp/load_template_controller.rb

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

app/controllers/mcp/mcp_base_controller.rb

@@ -0,0 +1,81 @@
+# frozen_string_literal: true
+
+module Mcp
+  class McpBaseController < ActionController::API
+    wrap_parameters false
+
+    before_action :authenticate_user!
+    before_action :verify_mcp_enabled!
+    check_authorization
+
+    before_action do
+      raise CanCan::AccessDenied unless can?(:manage, :mcp)
+    end
+
+    rescue_from CanCan::AccessDenied do
+      render_error(-32_603, 'Forbidden', status: :forbidden)
+    end
+
+    rescue_from ActiveRecord::RecordNotFound do
+      render_tool_error('Not found')
+    end
+
+    private
+
+    def default_url_options
+      Docuseal.default_url_options
+    end
+
+    def mcp_body
+      request.request_parameters
+    end
+
+    def mcp_params
+      mcp_body.dig('params', 'arguments') || {}
+    end
+
+    def render_result(result)
+      render json: { jsonrpc: '2.0', id: mcp_body['id'], result: }
+    end
+
+    def render_error(code, message, id: nil, status: :ok)
+      render json: { jsonrpc: '2.0', id:, error: { code:, message: } }, status:
+    end
+
+    def render_tool_result(data)
+      render_result(content: [{ type: 'text', text: data.to_json }])
+    end
+
+    def render_tool_error(message)
+      render_result(content: [{ type: 'text', text: message }], isError: true)
+    end
+
+    def authenticate_user!
+      render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user
+    end
+
+    def verify_mcp_enabled!
+      return if Docuseal.multitenant?
+
+      return if AccountConfig.exists?(account_id: current_user.account_id,
+                                      key: AccountConfig::ENABLE_MCP_KEY,
+                                      value: true)
+
+      render json: { error: 'MCP is disabled' }, status: :forbidden
+    end
+
+    def current_user
+      @current_user ||= user_from_api_key
+    end
+
+    def user_from_api_key
+      token = request.headers['Authorization'].to_s[/\ABearer\s+(.+)\z/, 1]
+
+      return if token.blank?
+
+      sha256 = Digest::SHA256.hexdigest(token)
+
+      User.joins(:mcp_tokens).active.find_by(mcp_tokens: { sha256:, archived_at: nil })
+    end
+  end
+end

app/controllers/mcp/protocol_controller.rb

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

app/controllers/mcp/search_documents_controller.rb

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

app/controllers/mcp/search_templates_controller.rb

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

app/controllers/mcp/send_documents_controller.rb

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

app/controllers/mcp_controller.rb

@@ -1,58 +1,44 @@
 # frozen_string_literal: true
 
-class McpController < ActionController::API
+class McpController < ActionController::Metal
-  before_action :authenticate_user!
+  TOOL_CONTROLLERS = {
-  before_action :verify_mcp_enabled!
+    'search_templates' => Mcp::SearchTemplatesController,
+    'load_template' => Mcp::LoadTemplateController,
+    'create_template' => Mcp::CreateTemplateController,
+    'send_documents' => Mcp::SendDocumentsController,
+    'search_documents' => Mcp::SearchDocumentsController
+  }.freeze
 
-  before_action do
+  TOOLS = TOOL_CONTROLLERS.map { |_, controller| controller::SCHEMA }.freeze
-    authorize!(:manage, :mcp)
-  end
 
   def call
-    return head :ok if request.raw_post.blank?
+    return Mcp::ProtocolController.dispatch(:ok, request, response) if request.raw_post.blank?
 
     body = JSON.parse(request.raw_post)
+    body = nil unless body.is_a?(Hash)
 
-    result = Mcp::HandleRequest.call(body, current_user, current_ability)
+    request.request_parameters = body || {}
 
-    if result
+    action =
-      render json: result
+      case body&.dig('method')
-    else
+      when 'initialize' then :initialize_request
-      head :accepted
+      when 'notifications/initialized' then :initialized_notification
-    end
+      when 'ping' then :ping
-  rescue CanCan::AccessDenied
+      when 'tools/list' then :tools_list
-    render json: { jsonrpc: '2.0', id: nil, error: { code: -32_603, message: 'Forbidden' } }, status: :forbidden
+      when 'tools/call'
+        tool = TOOL_CONTROLLERS[body.dig('params', 'name')]
+
+        return tool.dispatch(:call, request, response) if tool
+
+        :tool_not_found
+      else
+        :method_not_found
+      end
+
+    Mcp::ProtocolController.dispatch(action, request, response)
   rescue JSON::ParserError
-    render json: { jsonrpc: '2.0', id: nil, error: { code: -32_700, message: 'Parse error' } }, status: :bad_request
+    request.request_parameters = {}
-  end
 
-  private
+    Mcp::ProtocolController.dispatch(:parse_error, request, response)
-
-  def authenticate_user!
-    render json: { error: 'Not authenticated' }, status: :unauthorized unless current_user
-  end
-
-  def verify_mcp_enabled!
-    return if Docuseal.multitenant?
-
-    return if AccountConfig.exists?(account_id: current_user.account_id,
-                                    key: AccountConfig::ENABLE_MCP_KEY,
-                                    value: true)
-
-    render json: { error: 'MCP is disabled' }, status: :forbidden
-  end
-
-  def current_user
-    @current_user ||= user_from_api_key
-  end
-
-  def user_from_api_key
-    token = request.headers['Authorization'].to_s[/\ABearer\s+(.+)\z/, 1]
-
-    return if token.blank?
-
-    sha256 = Digest::SHA256.hexdigest(token)
-
-    User.joins(:mcp_tokens).active.find_by(mcp_tokens: { sha256:, archived_at: nil })
   end
 end

app/controllers/send_submission_email_controller.rb

@@ -16,18 +16,16 @@ class SendSubmissionEmailController < ApplicationController
       @submitter =
         Submitter.completed.where(submission: template.submissions).find_by(email: params[:email].to_s.downcase)
     elsif params[:submission_slug]
-      submission = Submission.find_by(slug: params[:submission_slug])
+      submission = Submission.find_by!(slug: params[:submission_slug])
 
-      if submission
+      @submitter = submission.submitters.order(:completed_at).find_by(email: params[:email].to_s.downcase)
-        @submitter = Submitter.completed.find_by(submission: submission, email: params[:email].to_s.downcase)
-      end
 
       return redirect_to submissions_preview_completed_path(params[:submission_slug], status: :error) unless @submitter
     else
-      @submitter = Submitter.completed.find_by!(slug: params[:submitter_slug])
+      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
     end
 
-    if @submitter
+    if @submitter && completed_submitter?(@submitter)
       RateLimit.call("send-email-#{@submitter.id}", limit: 2, ttl: 5.minutes)
 
       SubmitterMailer.documents_copy_email(@submitter, sig: true).deliver_later! if can_send?(@submitter)
@@ -41,6 +39,10 @@ class SendSubmissionEmailController < ApplicationController
 
   private
 
+  def completed_submitter?(submitter)
+    submitter.completed_at? || (submitter.viewer? && submitter.submission.completed_at?)
+  end
+
   def can_send?(submitter)
     return false if submitter.account.archived_at?
     return false if EmailEvent.exists?(tag: :submitter_documents_copy, email: submitter.email, emailable: submitter,

app/controllers/start_form_controller.rb

@@ -93,9 +93,12 @@ class StartFormController < ApplicationController
 
     SearchEntries.enqueue_reindex(submitter)
 
-    return unless submitter.submission.expire_at?
+    expire_at = submitter.submission.expire_at
 
-    ProcessSubmissionExpiredJob.perform_at(submitter.submission.expire_at, 'submission_id' => submitter.submission_id)
+    return unless expire_at
+
+    ProcessSubmissionExpiredJob.perform_at(expire_at, 'submission_id' => submitter.submission_id,
+                                                      'expire_at' => expire_at.to_i)
   end
 
   def load_resubmit_submitter
@@ -138,8 +141,7 @@ class StartFormController < ApplicationController
 
     submitter ||=
       Submitter
-      .where(submission: template.submissions.where(expire_at: Time.current..)
+      .where(submission: template.submissions.non_expired.active)
-                                 .or(template.submissions.where(expire_at: nil)).where(archived_at: nil))
       .order(id: :desc)
       .where(declined_at: nil)
       .where(external_id: nil)
@@ -147,6 +149,8 @@ class StartFormController < ApplicationController
       .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
       .find_or_initialize_by(find_params)
 
+    submitter = Submitter.new(find_params) if submitter.submission&.completed_at? && submitter.viewer?
+
     submitter.name = required_params['name'] if submitter.new_record?
 
     unless @resubmit_submitter

app/controllers/submissions_archived_controller.rb

@@ -7,17 +7,27 @@ class SubmissionsArchivedController < ApplicationController
     @submissions = @submissions.left_joins(:template)
     @submissions = @submissions.where.not(archived_at: nil)
                                .or(@submissions.where.not(templates: { archived_at: nil }))
-                               .preload(:template_accesses, :created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user)
 
     @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
-    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+    @submissions =
-                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
-                   else
+        @submissions.order(completed_at: :desc)
-                     @submissions.order(id: :desc)
+      else
-                   end
+        @submissions.order(id: :desc)
+      end
 
-    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
+
+    template_scope = @submissions.all?(&:template_submitters) ? Template.select_for_list : nil
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions,
+                                              associations: :template,
+                                              scope: template_scope).call
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions.filter_map(&:template),
+                                              associations: :author).call
   end
 end

app/controllers/submissions_controller.rb

@@ -1,9 +1,7 @@
 # frozen_string_literal: true
 
 class SubmissionsController < ApplicationController
-  before_action :load_template, only: %i[new create]
+  load_and_authorize_resource :template, only: %i[new create]
-  authorize_resource :template, only: %i[new create]
-
   load_and_authorize_resource :submission, only: %i[show destroy]
 
   prepend_before_action :maybe_redirect_com, only: %i[show]
@@ -23,7 +21,7 @@ class SubmissionsController < ApplicationController
   def show
     @submission = Submissions.preload_with_pages(@submission)
 
-    unless @submission.submitters.all?(&:completed_at?)
+    unless @submission.completed_at?
       ActiveRecord::Associations::Preloader.new(
         records: [@submission],
         associations: [{ submitters: :start_form_submission_events }]
@@ -89,6 +87,8 @@ class SubmissionsController < ApplicationController
   private
 
   def create_submissions(template, submissions_params, params)
+    normalize_message_submitter_uuids!(params)
+
     submissions_attrs = submissions_params[:submission].to_h.values
 
     submissions_attrs, _, new_fields =
@@ -114,7 +114,22 @@ class SubmissionsController < ApplicationController
     params.permit(submission: { submitters: [:uuid, :email, :phone, :name, { values: {} }] })
   end
 
-  def load_template
+  def normalize_message_submitter_uuids!(params)
-    @template = Template.accessible_by(current_ability).find(params[:template_id])
+    return if params[:request_email_per_submitter] == '1'
+
+    uuids = params[:email_message_submitter_uuids]
+
+    return if uuids.blank?
+    return if params[:subject].blank? && params[:body].blank?
+
+    params[:submitter_preferences] =
+      Array.wrap(uuids).index_with { { 'subject' => params[:subject], 'body' => params[:body] } }
+
+    params[:request_email_per_submitter] = '1'
+
+    params.delete(:subject)
+    params.delete(:body)
+
+    params
   end
 end

app/controllers/submissions_dashboard_controller.rb

@@ -8,17 +8,27 @@ class SubmissionsDashboardController < ApplicationController
 
     @submissions = @submissions.where(archived_at: nil)
                                .where(templates: { archived_at: nil })
-                               .preload(:template_accesses, :created_by_user, template: :author)
+                               .preload(:template_accesses, :created_by_user)
 
     @submissions = Submissions.search(current_user, @submissions, params[:q], search_template: true)
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
-    @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
+    @submissions =
-                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+      if params[:status] == 'completed' || params[:completed_at_from].present? || params[:completed_at_to].present?
-                   else
+        @submissions.order(completed_at: :desc)
-                     @submissions.order(id: :desc)
+      else
-                   end
+        @submissions.order(id: :desc)
+      end
 
-    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
+
+    template_scope = @submissions.all?(&:template_submitters) ? Template.select_for_list : nil
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions,
+                                              associations: :template,
+                                              scope: template_scope).call
+
+    ActiveRecord::Associations::Preloader.new(records: @submissions.filter_map(&:template),
+                                              associations: :author).call
   end
 end

app/controllers/submissions_preview_controller.rb

@@ -25,7 +25,7 @@ class SubmissionsPreviewController < ApplicationController
 
     raise ActionController::RoutingError, I18n.t('not_found') if @submission.account.archived_at?
 
-    if !@submission.submitters.all?(&:completed_at?) && !signature_valid &&
+    if !@submission.completed_at? && !signature_valid &&
        (!current_user || !current_ability.can?(:read, @submission))
       raise ActionController::RoutingError, I18n.t('not_found')
     end

app/controllers/submissions_unarchive_controller.rb

@@ -4,7 +4,7 @@ class SubmissionsUnarchiveController < ApplicationController
   load_and_authorize_resource :submission
 
   def create
-    authorize!(:update, @submission)
+    authorize!(:destroy, @submission)
 
     @submission.update!(archived_at: nil)
 

app/controllers/submit_form_completed_download_controller.rb

@@ -19,7 +19,7 @@ class SubmitFormCompletedDownloadController < ApplicationController
 
     @submitter ||= Submitter.find_by!(slug: submitter_slug)
 
-    Submissions::EnsureResultGenerated.call(@submitter)
+    Submissions::EnsureResultGenerated.call(@submitter) if @submitter.completed_at?
 
     last_submitter = @submitter.submission.submitters.where.not(completed_at: nil).order(:completed_at).last
 
@@ -28,11 +28,7 @@ class SubmitFormCompletedDownloadController < ApplicationController
     Submissions::EnsureResultGenerated.call(last_submitter)
 
     if !signature_valid && !current_user_submitter?(last_submitter)
-      unless Submitters::AuthorizedForForm.call(@submitter, current_user, request)
+      return head :not_found unless Submitters::AuthorizedForForm.call(@submitter, current_user, request)
-        Rollbar.info("2FA download error: #{last_submitter.id}") if defined?(Rollbar)
-
-        return head :not_found
-      end
 
       if last_submitter.completed_at < TTL.ago
         Rollbar.info("TTL: #{last_submitter.id}") if defined?(Rollbar)

app/controllers/submit_form_controller.rb

@@ -18,7 +18,10 @@ class SubmitFormController < ApplicationController
     submission = @submitter.submission
 
     return render :email_2fa unless Submitters::AuthorizedForForm.pass_email_2fa?(@submitter, request)
-    return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
+
+    if @submitter.completed_at? || submission.completed_at?
+      return redirect_to submit_form_completed_path(@submitter.slug)
+    end
 
     @form_configs = Submitters::FormConfigs.call(@submitter, CONFIG_KEYS)
 
@@ -71,6 +74,12 @@ class SubmitFormController < ApplicationController
                     status: :unprocessable_content
     end
 
+    if @submitter.viewer?
+      Rollbar.warning("Submit viewer: #{@submitter.id}") if defined?(Rollbar)
+
+      return render json: { error: I18n.t('form_is_view_only') }, status: :unprocessable_content
+    end
+
     Submitters::SubmitValues.call(@submitter, params, request)
 
     head :ok

app/controllers/submit_form_decline_controller.rb

@@ -13,6 +13,7 @@ class SubmitFormDeclineController < ApplicationController
                                                             @submitter.submission.archived_at? ||
                                                             @submitter.submission.expired? ||
                                                             @submitter.submission.template&.archived_at? ||
+                                                            @submitter.viewer? ||
                                                             !Submitters::AuthorizedForForm.call(@submitter,
                                                                                                 current_user,
                                                                                                 request)

app/controllers/submit_form_delegate_controller.rb

@@ -12,6 +12,7 @@ class SubmitFormDelegateController < ApplicationController
                                                             @submitter.submission.archived_at? ||
                                                             @submitter.submission.expired? ||
                                                             @submitter.submission.template&.archived_at? ||
+                                                            @submitter.viewer? ||
                                                             !Submitters::AuthorizedForForm.call(@submitter,
                                                                                                 current_user,
                                                                                                 request)

app/controllers/submit_form_download_controller.rb

@@ -14,6 +14,7 @@ class SubmitFormDownloadController < ApplicationController
     return head :unprocessable_content if @submitter.declined_at? ||
                                           @submitter.submission.archived_at? ||
                                           @submitter.submission.expired? ||
+                                          @submitter.submission.completed_at? ||
                                           @submitter.submission.template&.archived_at? ||
                                           AccountConfig.exists?(account_id: @submitter.account_id,
                                                                 key: AccountConfig::ALLOW_TO_PARTIAL_DOWNLOAD_KEY,

app/controllers/submit_form_draw_signature_controller.rb

@@ -12,6 +12,8 @@ class SubmitFormDrawSignatureController < ApplicationController
 
     return redirect_to submit_form_completed_path(@submitter.slug) if @submitter.completed_at?
 
+    return redirect_to submit_form_path(@submitter.slug) if @submitter.viewer?
+
     if @submitter.submission.template&.archived_at? || @submitter.submission.archived_at? ||
        !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
       return redirect_to submit_form_path(@submitter.slug)

app/controllers/submit_form_invite_controller.rb

@@ -48,6 +48,7 @@ class SubmitFormInviteController < ApplicationController
       !submitter.submission.archived_at? &&
       !submitter.submission.expired? &&
       !submitter.submission.template&.archived_at? &&
+      !submitter.viewer? &&
       Submitters::AuthorizedForForm.call(submitter, current_user, request)
   end
 

app/controllers/submit_form_metadata_controller.rb

@@ -7,13 +7,7 @@ class SubmitFormMetadataController < ApplicationController
   def index
     @submitter = Submitter.find_by!(slug: params[:submit_form_slug])
 
-    return head :not_found if @submitter.declined_at? ||
+    return head :not_found unless authorized_submitter?(@submitter)
-                              @submitter.completed_at? ||
-                              @submitter.submission.archived_at? ||
-                              @submitter.submission.expired? ||
-                              @submitter.submission.template&.archived_at? ||
-                              @submitter.account.archived_at? ||
-                              !Submitters::AuthorizedForForm.call(@submitter, current_user, request)
 
     submission = @submitter.submission
     values = submission.submitters.reduce({}) { |acc, sub| acc.merge(sub.values) }
@@ -34,4 +28,17 @@ class SubmitFormMetadataController < ApplicationController
 
     render json: { text_runs: }
   end
+
+  private
+
+  def authorized_submitter?(submitter)
+    !submitter.declined_at? &&
+      !submitter.completed_at? &&
+      !submitter.submission.archived_at? &&
+      !submitter.submission.completed_at? &&
+      !submitter.submission.expired? &&
+      !submitter.submission.template&.archived_at? &&
+      !submitter.account.archived_at? &&
+      Submitters::AuthorizedForForm.call(submitter, current_user, request)
+  end
 end

app/controllers/submitters_controller.rb

@@ -50,7 +50,7 @@ class SubmittersController < ApplicationController
 
   def submitter_editable?(submission)
     !@submitter.submission_events.exists?(event_type: 'start_form') &&
-      !@submitter.completed_at? && !@submitter.declined_at? &&
+      !@submitter.completed_at? && !@submitter.declined_at? && !submission.completed_at? &&
       !submission.archived_at? && !submission.expired? && !submission.template&.archived_at?
   end
 
@@ -58,7 +58,7 @@ class SubmittersController < ApplicationController
     if params[:send_email] == '1' && submitter.email.present?
       is_sent_recently = Docuseal.multitenant? &&
                          EmailEvent.exists?(email: submitter.email,
-                                            tag: 'submitter_invitation',
+                                            tag: %w[submitter_invitation submitter_view_invitation],
                                             emailable: submitter,
                                             event_type: 'send',
                                             created_at: 4.hours.ago..Time.current)

app/controllers/template_folders_controller.rb

@@ -30,9 +30,11 @@ class TemplateFoldersController < ApplicationController
           (@template_folders.size < 7 ? 9 : 6)
         end
 
-      @pagy, @templates = pagy_auto(@templates, limit:)
+      @pagy, @templates = pagy_auto(@templates.select_for_list, limit:)
 
-      load_related_submissions if params[:q].present? && @templates.blank?
+      if params[:q].present? && @templates.blank?
+        @related_submissions_pagy, @related_submissions = load_related_submissions(@template_folder)
+      end
     else
       @pagy, @template_folders = pagy(@template_folders, limit: FOLDERS_PER_PAGE)
 
@@ -55,11 +57,10 @@ class TemplateFoldersController < ApplicationController
 
   def selected_order
     @selected_order ||=
-      if cookies.permanent[:dashboard_templates_order].blank? ||
+      if can?(:manage, :countless)
-         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
         'created_at'
       else
-        cookies.permanent[:dashboard_templates_order]
+        cookies.permanent[:dashboard_templates_order].presence || 'created_at'
       end
   end
 
@@ -67,20 +68,20 @@ class TemplateFoldersController < ApplicationController
     params.require(:template_folder).permit(:name)
   end
 
-  def load_related_submissions
+  def load_related_submissions(template_folder)
-    @related_submissions =
+    related_submissions =
       Submission.accessible_by(current_ability)
                 .where(archived_at: nil)
                 .where(template_id: current_account.templates.active
-                                                   .where(folder: [@template_folder, *@template_folder.subfolders])
+                                                   .where(folder: [template_folder, *template_folder.subfolders])
                                                    .select(:id))
                 .preload(:template_accesses, :created_by_user,
                          template: :author,
                          submitters: :start_form_submission_events)
 
-    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
-                                      .order(id: :desc)
+                                     .order(id: :desc)
 
-    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+    pagy_auto(related_submissions.select_for_list, limit: 5)
   end
 end

app/controllers/templates_archived_controller.rb

@@ -10,11 +10,17 @@ class TemplatesArchivedController < ApplicationController
 
     @templates = Templates.search(current_user, @templates, params[:q])
 
-    @pagy, @templates = pagy_auto(@templates, limit: 12)
+    @pagy, @templates = pagy_auto(@templates.select_for_list, limit: 12)
 
     return unless params[:q].present? && @templates.blank?
 
-    @related_submissions =
+    @related_submissions_pagy, @related_submissions = load_related_submissions
+  end
+
+  private
+
+  def load_related_submissions
+    related_submissions =
       Submission.accessible_by(current_ability)
                 .joins(:template)
                 .where.not(templates: { archived_at: nil })
@@ -22,9 +28,9 @@ class TemplatesArchivedController < ApplicationController
                          template: :author,
                          submitters: :start_form_submission_events)
 
-    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
-                                      .order(id: :desc)
+                                     .order(id: :desc)
 
-    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+    pagy_auto(related_submissions.select_for_list, limit: 5)
   end
 end

app/controllers/templates_archived_submissions_controller.rb

@@ -10,12 +10,12 @@ class TemplatesArchivedSubmissionsController < ApplicationController
     @submissions = Submissions::Filter.call(@submissions, current_user, params)
 
     @submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
-                     @submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                     @submissions.order(completed_at: :desc)
                    else
                      @submissions.order(id: :desc)
                    end
 
-    @pagy, @submissions = pagy_auto(@submissions.preload(submitters: :start_form_submission_events))
+    @pagy, @submissions = pagy_auto(@submissions.select_for_list.preload(submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_controller.rb

@@ -14,12 +14,13 @@ class TemplatesController < ApplicationController
     submissions = Submissions::Filter.filter_by_status(submissions, params)
 
     submissions = if params[:completed_at_from].present? || params[:completed_at_to].present?
-                    submissions.order(Submitter.arel_table[:completed_at].maximum.desc)
+                    submissions.order(completed_at: :desc)
                   else
                     submissions.order(id: :desc)
                   end
 
-    @pagy, @submissions = pagy_auto(submissions.preload(:template_accesses, submitters: :start_form_submission_events))
+    @pagy, @submissions =
+      pagy_auto(submissions.select_for_list.preload(:template_accesses, submitters: :start_form_submission_events))
   rescue ActiveRecord::RecordNotFound
     redirect_to root_path
   end

app/controllers/templates_dashboard_controller.rb

@@ -11,86 +11,126 @@ class TemplatesDashboardController < ApplicationController
   helper_method :selected_order
 
   def index
+    @default_folder = current_account.default_template_folder
+
     @template_folders =
       TemplateFolders.filter_active_folders(@template_folders.where(parent_folder_id: nil), @templates)
 
+    @template_folders = @template_folders.where.not(id: @default_folder.id) if params[:q].blank?
+
     @template_folders = TemplateFolders.search(@template_folders, params[:q])
     @template_folders = TemplateFolders.sort(@template_folders, current_user, selected_order)
 
-    @pagy, @template_folders = pagy(
+    @shared_templates = Templates.shared(current_user).active
-      @template_folders,
+
-      limit: FOLDERS_PER_PAGE,
+    @pagy, @template_folders, @show_default_folder, @show_shared_folder, @show_shared_inline =
-      page: @template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1
+      load_folders(@template_folders, @templates, @shared_templates)
-    )
 
     if @pagy.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD
       @templates = @templates.none
     else
-      @template_folders = @template_folders.reject { |e| e.name == TemplateFolder::DEFAULT_NAME }
+      if @show_shared_inline
-      @templates = filter_templates(@templates).preload(:author, :template_accesses)
+        @templates = @shared_templates.preload(:template_sharings)
-      @templates = Templates::Order.call(@templates, current_user, selected_order)
+      else
+        @templates = @templates.active
+        @templates = @templates.where(folder_id: @default_folder.id) if params[:q].blank?
+      end
 
-      limit =
+      @pagy, @templates = load_templates(@templates.select_for_list, @pagy.count,
-        if @template_folders.size < 4
+                                         show_shared_inline: @show_shared_inline)
-          TEMPLATES_PER_PAGE
-        else
-          (@template_folders.size < 7 ? 9 : 6)
-        end
 
-      @pagy, @templates = pagy_auto(@templates, limit:)
+      if params[:q].present? && @templates.blank?
-
+        @related_submissions_pagy, @related_submissions = load_related_submissions
-      load_related_submissions if params[:q].present? && @templates.blank?
+      end
     end
   end
 
   private
 
-  def filter_templates(templates)
+  def load_templates(templates, folders_count, show_shared_inline: false)
-    rel = templates.active
+    templates = templates.preload(:author, :template_accesses)
 
-    if params[:q].blank?
+    templates =
-      if Docuseal.multitenant? ? current_account.testing? : current_account.linked_account_account
+      if show_shared_inline
-        shared_account_ids = [current_user.account_id]
+        Templates.search_shared(current_user, templates, params[:q])
-        shared_account_ids << TemplateSharing::ALL_ID if !Docuseal.multitenant? && !current_account.testing?
-
-        shared_template_ids = TemplateSharing.where(account_id: shared_account_ids).select(:template_id)
-
-        rel = Template.where(
-          Template.arel_table[:id].in(
-            rel.where(folder_id: current_account.default_template_folder.id).select(:id).arel
-               .union(:all, shared_template_ids.arel)
-          )
-        )
       else
-        rel = rel.where(folder_id: current_account.default_template_folder.id)
+        Templates.search(current_user, templates, params[:q])
       end
-    end
 
-    Templates.search(current_user, rel, params[:q])
+    templates = Templates::Order.call(templates, current_user, selected_order)
+
+    limit =
+      if folders_count < 4
+        TEMPLATES_PER_PAGE
+      else
+        (folders_count < 7 ? 9 : 6)
+      end
+
+    pagy_auto(templates, limit:)
+  end
+
+  def load_folders(template_folders, templates, shared_templates)
+    if params[:q].present?
+      pagy(template_folders, limit: FOLDERS_PER_PAGE,
+                             page: template_folders.count > SHOW_TEMPLATES_FOLDERS_THRESHOLD ? params[:page] : 1)
+    else
+      load_folders_with_pinned(template_folders, templates, shared_templates)
+    end
+  end
+
+  def load_folders_with_pinned(template_folders, templates, shared_templates)
+    folders_count = template_folders.count
+
+    shared_exists = shared_templates.exists?
+    default_has_templates = templates.active.exists?(folder_id: current_account.default_template_folder.id)
+
+    show_inline_folders =
+      folders_count + (shared_exists && default_has_templates ? 1 : 0) <= SHOW_TEMPLATES_FOLDERS_THRESHOLD
+
+    show_shared_inline = shared_exists && !default_has_templates && show_inline_folders
+
+    show_shared_in_grid = shared_exists && !show_shared_inline
+    show_default_in_grid = !show_inline_folders && default_has_templates
+
+    pinned_count = (show_default_in_grid ? 1 : 0) + (show_shared_in_grid ? 1 : 0)
+
+    pagy = Pagy::Offset.new(count: folders_count + pinned_count,
+                            page: show_inline_folders ? 1 : [params[:page].to_s.to_i, 1].max,
+                            limit: FOLDERS_PER_PAGE,
+                            raise_range_error: true)
+
+    show_default_folder = show_default_in_grid && pagy.page == 1
+    show_shared_folder = show_shared_in_grid && pagy.page == 1
+
+    folder_offset = pagy.page == 1 ? 0 : pagy.offset - pinned_count
+    folder_limit = pagy.page == 1 ? FOLDERS_PER_PAGE - pinned_count : FOLDERS_PER_PAGE
+
+    template_folders = template_folders.offset(folder_offset).limit(folder_limit)
+
+    [pagy, template_folders, show_default_folder, show_shared_folder, show_shared_inline]
   end
 
   def selected_order
     @selected_order ||=
-      if cookies.permanent[:dashboard_templates_order].blank? ||
+      if can?(:manage, :countless)
-         (cookies.permanent[:dashboard_templates_order] == 'used_at' && can?(:manage, :countless))
         'created_at'
       else
-        cookies.permanent[:dashboard_templates_order]
+        cookies.permanent[:dashboard_templates_order].presence || 'created_at'
       end
   end
 
   def load_related_submissions
-    @related_submissions = Submission.accessible_by(current_ability)
+    related_submissions = Submission.accessible_by(current_ability)
-                                     .left_joins(:template)
+                                    .left_joins(:template)
-                                     .where(archived_at: nil)
+                                    .where(archived_at: nil)
-                                     .where(templates: { archived_at: nil })
+                                    .where(templates: { archived_at: nil })
-                                     .preload(:template_accesses, :created_by_user,
+                                    .preload(:template_accesses, :created_by_user,
-                                              template: :author,
+                                             template: :author,
-                                              submitters: :start_form_submission_events)
+                                             submitters: :start_form_submission_events)
 
-    @related_submissions = Submissions.search(current_user, @related_submissions, params[:q])
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
-                                      .order(id: :desc)
+                                     .order(id: :desc)
 
-    @related_submissions_pagy, @related_submissions = pagy_auto(@related_submissions, limit: 5)
+    pagy_auto(related_submissions.select_for_list, limit: 5)
   end
 end

app/controllers/templates_preferences_controller.rb

@@ -5,6 +5,8 @@ class TemplatesPreferencesController < ApplicationController
 
   RESETTABLE_PREFERENCE_KEYS = {
     AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY => %w[request_email_subject request_email_body submitters],
+    AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY => %w[invitation_view_email_subject
+                                                             invitation_view_email_body],
     AccountConfig::SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => %w[invitation_reminder_email_subject
                                                                  invitation_reminder_email_body],
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[documents_copy_email_subject documents_copy_email_body],
@@ -48,12 +50,12 @@ class TemplatesPreferencesController < ApplicationController
   def template_params
     params.require(:template).permit(
       preferences: %i[bcc_completed request_email_subject request_email_body
+                      invitation_view_email_subject invitation_view_email_body
                       invitation_reminder_email_subject invitation_reminder_email_body
                       documents_copy_email_subject documents_copy_email_body
                       documents_copy_email_enabled documents_copy_email_attach_audit
                       documents_copy_email_attach_documents documents_copy_email_reply_to
-                      completed_notification_email_attach_documents
+                      completed_notification_email_attach_documents completed_redirect_url validate_unique_submitters
-                      completed_redirect_url validate_unique_submitters
                       require_all_submitters submitters_order require_phone_2fa require_email_2fa
                       default_expire_at_duration shared_link_2fa default_expire_at request_email_enabled
                       completed_notification_email_subject completed_notification_email_body

app/controllers/templates_restore_controller.rb

@@ -4,7 +4,7 @@ class TemplatesRestoreController < ApplicationController
   load_and_authorize_resource :template
 
   def create
-    authorize!(:update, @template)
+    authorize!(:destroy, @template)
 
     @template.update!(archived_at: nil)
 

app/controllers/templates_shared_controller.rb

@@ -0,0 +1,47 @@
+# frozen_string_literal: true
+
+class TemplatesSharedController < ApplicationController
+  def index
+    authorize!(:read, Template)
+
+    @is_archived = params[:archived] == 'true'
+
+    @templates = Templates.shared(current_user)
+
+    @has_archived = !@is_archived && @templates.archived.exists?
+
+    @templates = @is_archived ? @templates.archived : @templates.active
+
+    @templates = @templates.preload(:author, :template_accesses, :template_sharings)
+                           .order(id: :desc)
+
+    @templates = Templates.search_shared(current_user, @templates, params[:q])
+
+    @pagy, @templates = pagy_auto(@templates.select_for_list, limit: 12)
+
+    return unless params[:q].present? && @templates.blank?
+
+    @related_submissions_pagy, @related_submissions = load_related_submissions(is_archived: @is_archived)
+  end
+
+  private
+
+  def load_related_submissions(is_archived:)
+    shared_templates = Templates.shared(current_user)
+    shared_templates = is_archived ? shared_templates.archived : shared_templates.active
+
+    related_submissions =
+      Submission.accessible_by(current_ability)
+                .where(template_id: shared_templates.select(:id))
+                .preload(:template_accesses, :created_by_user,
+                         template: :author,
+                         submitters: :start_form_submission_events)
+
+    related_submissions = related_submissions.where(archived_at: nil) unless is_archived
+
+    related_submissions = Submissions.search(current_user, related_submissions, params[:q])
+                                     .order(id: :desc)
+
+    pagy_auto(related_submissions.select_for_list, limit: 5)
+  end
+end

app/javascript/application.js

@@ -42,6 +42,7 @@ import RequiredCheckboxGroup from './elements/required_checkbox_group'
 import PageContainer from './elements/page_container'
 import EmailEditor from './elements/email_editor'
 import MarkdownEditor from './elements/markdown_editor'
+import HtmlEditor from './elements/html_editor'
 import MountOnClick from './elements/mount_on_click'
 import RemoveOnEvent from './elements/remove_on_event'
 import ScrollTo from './elements/scroll_to'
@@ -135,6 +136,7 @@ safeRegisterElement('required-checkbox-group', RequiredCheckboxGroup)
 safeRegisterElement('page-container', PageContainer)
 safeRegisterElement('email-editor', EmailEditor)
 safeRegisterElement('markdown-editor', MarkdownEditor)
+safeRegisterElement('html-editor', HtmlEditor)
 safeRegisterElement('mount-on-click', MountOnClick)
 safeRegisterElement('remove-on-event', RemoveOnEvent)
 safeRegisterElement('scroll-to', ScrollTo)
@@ -162,6 +164,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
     this.app = createApp(TemplateBuilder, {
       template,
       customFields: reactive(JSON.parse(this.dataset.customFields || '[]')),
+      dateFormats: JSON.parse(this.dataset.dateFormats || '[]'),
       dynamicDocuments: reactive(JSON.parse(this.dataset.dynamicDocuments || '[]')),
       backgroundColor: '#faf7f5',
       locale: this.dataset.locale,

app/javascript/elements/email_editor.js

@@ -9,8 +9,9 @@ function loadCodeMirror () {
       import(/* webpackChunkName: "email-editor" */ '@codemirror/commands'),
       import(/* webpackChunkName: "email-editor" */ '@codemirror/language'),
       import(/* webpackChunkName: "email-editor" */ '@codemirror/lang-html'),
+      import(/* webpackChunkName: "email-editor" */ '@codemirror/lint'),
       import(/* webpackChunkName: "email-editor" */ '@specious/htmlflow')
-    ]).then(([view, commands, language, html, htmlflow]) => {
+    ]).then(([view, commands, language, html, lint, htmlflow]) => {
       return {
         minimalSetup: [
           commands.history(),
@@ -19,6 +20,8 @@ function loadCodeMirror () {
         ],
         EditorView: view.EditorView,
         html: html.html,
+        htmlLanguage: html.htmlLanguage,
+        linter: lint.linter,
         htmlflow: htmlflow.default || htmlflow
       }
     })
@@ -46,6 +49,70 @@ export default targetable(class extends HTMLElement {
 
     this.previewViewTab.addEventListener('click', this.showPreviewView)
     this.codeViewTab.addEventListener('click', this.showCodeView)
+
+    this.form = this.closest('form')
+    this.form?.addEventListener('submit', this.validateOnSubmit)
+  }
+
+  disconnectedCallback () {
+    this.form?.removeEventListener('submit', this.validateOnSubmit)
+  }
+
+  validateOnSubmit = (e) => {
+    if (!this.htmlLanguage) return
+
+    const bodyType = this.form.querySelector('input[name$="[body_type]"]:checked')?.value
+
+    if (bodyType && bodyType !== 'html') return
+
+    const diagnostics = this.buildDiagnostics(this.input.value)
+
+    if (diagnostics.length === 0) return
+
+    e.preventDefault()
+
+    this.showCodeView()
+
+    const pos = Math.min(diagnostics[0].from, this.editorView.state.doc.length)
+
+    this.editorView.dispatch({ selection: { anchor: pos }, scrollIntoView: true })
+    this.editorView.focus()
+
+    alert(diagnostics[0].message)
+  }
+
+  buildDiagnostics (value) {
+    const diagnostics = []
+
+    if (!value.trim()) return diagnostics
+
+    if (!/^\s*(<!doctype[^>]*>\s*)?<html/i.test(value)) {
+      diagnostics.push({
+        from: 0,
+        to: Math.min(5, value.length),
+        severity: 'error',
+        message: 'The email template must start with the <html> tag'
+      })
+    }
+
+    const seen = new Set()
+
+    this.htmlLanguage.parser.parse(value).iterate({
+      enter: (node) => {
+        if (!node.type.isError || seen.has(node.from) || seen.size >= 20) return
+
+        seen.add(node.from)
+
+        diagnostics.push({
+          from: node.from,
+          to: Math.min(node.to + 1, value.length),
+          severity: 'error',
+          message: 'The email template contains invalid HTML'
+        })
+      }
+    })
+
+    return diagnostics
   }
 
   showCodeView = () => {
@@ -76,7 +143,9 @@ export default targetable(class extends HTMLElement {
     this.input = this.querySelector('input[type="hidden"]')
     this.input.style.display = 'none'
 
-    const { EditorView, minimalSetup, html, htmlflow } = await loadCodeMirror()
+    const { EditorView, minimalSetup, html, htmlLanguage, linter, htmlflow } = await loadCodeMirror()
+
+    this.htmlLanguage = htmlLanguage
 
     this.editorView = new EditorView({
       doc: this.input.value,
@@ -85,8 +154,11 @@ export default targetable(class extends HTMLElement {
         html(),
         minimalSetup,
         EditorView.lineWrapping,
+        linter((view) => this.buildDiagnostics(view.state.doc.toString()), { delay: 600 }),
         EditorView.updateListener.of(update => {
-          if (update.docChanged) this.input.value = update.state.doc.toString()
+          if (update.docChanged) {
+            this.input.value = update.state.doc.toString()
+          }
         }),
         EditorView.theme({
           '&': {

app/javascript/elements/html_editor.js

@@ -0,0 +1,667 @@
+import { target, targetable } from '@github/catalyst/lib/targetable'
+import { actionable } from '@github/catalyst/lib/actionable'
+import { LinkTooltip } from './markdown_editor'
+
+async function loadTiptap () {
+  const [core, document, text, hardBreak, gapcursor, dropcursor, extensions, pmState, pmView] = await Promise.all([
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/core'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-document'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-text'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-hard-break'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-gapcursor'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extension-dropcursor'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/extensions'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/pm/state'),
+    import(/* webpackChunkName: "markdown-editor" */ '@tiptap/pm/view')
+  ])
+
+  return {
+    Editor: core.Editor,
+    Extension: core.Extension,
+    Node: core.Node,
+    Mark: core.Mark,
+    Document: document.default || document,
+    Text: text.default || text,
+    HardBreak: hardBreak.default || hardBreak,
+    Gapcursor: gapcursor.default || gapcursor,
+    Dropcursor: dropcursor.default || dropcursor,
+    UndoRedo: extensions.UndoRedo,
+    Plugin: pmState.Plugin,
+    Decoration: pmView.Decoration,
+    DecorationSet: pmView.DecorationSet
+  }
+}
+
+const editorStylesheet = new CSSStyleSheet()
+
+editorStylesheet.replaceSync(`
+:host {
+  display: block;
+  max-height: 360px;
+  overflow: auto;
+  border-radius: 0 0 1rem 1rem;
+}
+
+.ProseMirror {
+  word-wrap: break-word;
+  -webkit-font-variant-ligatures: none;
+  font-variant-ligatures: none;
+  font-feature-settings: "liga" 0;
+  outline: none;
+  min-height: 220px;
+  padding: 12px;
+}
+
+img.ProseMirror-separator {
+  display: inline !important;
+  border: none !important;
+  margin: 0 !important;
+  width: 0 !important;
+  height: 0 !important;
+}
+
+.ProseMirror-gapcursor {
+  display: none;
+  pointer-events: none;
+  position: absolute;
+  margin: 0;
+}
+
+.ProseMirror-gapcursor:after {
+  content: "";
+  display: block;
+  position: absolute;
+  top: -2px;
+  width: 20px;
+  border-top: 1px solid black;
+  animation: ProseMirror-cursor-blink 1.1s steps(2, start) infinite;
+}
+
+@keyframes ProseMirror-cursor-blink {
+  to {
+    visibility: hidden;
+  }
+}
+
+.ProseMirror-hideselection *::selection {
+  background: transparent;
+}
+
+.ProseMirror-hideselection *::-moz-selection {
+  background: transparent;
+}
+
+.ProseMirror-hideselection * {
+  caret-color: transparent;
+}
+
+.ProseMirror-focused .ProseMirror-gapcursor {
+  display: block;
+}
+
+.variable-highlight {
+  background-color: #fef3c7;
+  padding: 1px 2px;
+  border-radius: 4px;
+}
+`)
+
+const DROP_ATTRS = [
+  'srcdoc', 'xlink:href', 'srcset', 'action', 'formaction', 'poster',
+  'background', 'data', 'cite', 'ping', 'longdesc', 'manifest', 'profile'
+]
+
+const SAFE_URL_REGEXP = /^(?:https?:\/\/|data:image\/|blob:|mailto:|tel:|\{|#)/i
+
+function isSafeAttr (name, value) {
+  const lowerName = name.toLowerCase()
+
+  if (lowerName.startsWith('on') || DROP_ATTRS.includes(lowerName)) return false
+  if ((lowerName === 'href' || lowerName === 'src') && !SAFE_URL_REGEXP.test(value.trim())) return false
+
+  return true
+}
+
+function collectDomAttrs (dom) {
+  const attrs = {}
+
+  for (let i = 0; i < dom.attributes.length; i++) {
+    const { name, value } = dom.attributes[i]
+
+    if (isSafeAttr(name, value)) attrs[name] = value
+  }
+
+  return { htmlAttrs: attrs }
+}
+
+function collectSpanDomAttrs (dom) {
+  const result = collectDomAttrs(dom)
+
+  if (result.htmlAttrs.style) {
+    const temp = document.createElement('span')
+
+    temp.style.cssText = result.htmlAttrs.style
+
+    if (['bold', '700'].includes(temp.style.fontWeight)) {
+      temp.style.removeProperty('font-weight')
+    }
+
+    if (temp.style.fontStyle === 'italic') {
+      temp.style.removeProperty('font-style')
+    }
+
+    if (temp.style.textDecoration === 'underline') {
+      temp.style.removeProperty('text-decoration')
+    }
+
+    if (temp.style.cssText) {
+      result.htmlAttrs.style = temp.style.cssText
+    } else {
+      delete result.htmlAttrs.style
+    }
+  }
+
+  return result
+}
+
+function buildExtensions ({ Node, Mark, Extension, Plugin, Decoration, DecorationSet }) {
+  const blockNode = (name, tag, content, extra = {}) => Node.create({
+    name,
+    group: 'block',
+    content: content || 'block+',
+    ...extra,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag, getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ node }) {
+      return [tag, node.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const attrsMark = (name, tag) => Mark.create({
+    name,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag, getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ mark }) {
+      return [tag, mark.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const SpanMark = Mark.create({
+    name: 'span',
+    excludes: '',
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'span', getAttrs: collectSpanDomAttrs }]
+    },
+    renderHTML ({ mark }) {
+      return ['span', mark.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const toggleMark = (name, renderTag, parseRules, shortcuts) => Mark.create({
+    name,
+    parseHTML () {
+      return parseRules
+    },
+    renderHTML () {
+      return [renderTag, 0]
+    },
+    addCommands () {
+      const commandName = `toggle${name[0].toUpperCase()}${name.slice(1)}`
+
+      return {
+        [commandName]: () => ({ commands }) => commands.toggleMark(name)
+      }
+    },
+    addKeyboardShortcuts () {
+      return {
+        [shortcuts]: () => this.editor.commands.toggleMark(name)
+      }
+    }
+  })
+
+  const Heading = Node.create({
+    name: 'heading',
+    group: 'block',
+    content: 'inline*',
+    addAttributes () {
+      return {
+        htmlAttrs: { default: {} },
+        level: { default: 1 }
+      }
+    },
+    parseHTML () {
+      return [1, 2, 3, 4, 5, 6].map((level) => ({
+        tag: `h${level}`,
+        getAttrs: (dom) => ({ ...collectDomAttrs(dom), level })
+      }))
+    },
+    renderHTML ({ node }) {
+      return [`h${node.attrs.level}`, node.attrs.htmlAttrs, 0]
+    }
+  })
+
+  const ImageNode = Node.create({
+    name: 'image',
+    inline: true,
+    group: 'inline',
+    draggable: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'img', getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ node }) {
+      return ['img', node.attrs.htmlAttrs]
+    }
+  })
+
+  const HrNode = Node.create({
+    name: 'horizontalRule',
+    group: 'block',
+    atom: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'hr', getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ node }) {
+      return ['hr', node.attrs.htmlAttrs]
+    }
+  })
+
+  const StyleNode = Node.create({
+    name: 'style',
+    group: 'block',
+    atom: true,
+    selectable: false,
+    addAttributes () {
+      return {
+        htmlAttrs: { default: {} },
+        css: { default: '' }
+      }
+    },
+    parseHTML () {
+      return [{ tag: 'style', getAttrs: (dom) => ({ ...collectDomAttrs(dom), css: dom.textContent }) }]
+    },
+    renderHTML ({ node }) {
+      return ['style', node.attrs.htmlAttrs, node.attrs.css]
+    }
+  })
+
+  const EmptySpanNode = Node.create({
+    name: 'emptySpan',
+    inline: true,
+    group: 'inline',
+    atom: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{
+        tag: 'span',
+        priority: 60,
+        getAttrs (dom) {
+          if (dom.childNodes.length === 0 && dom.attributes.length > 0) {
+            return collectDomAttrs(dom)
+          }
+
+          return false
+        }
+      }]
+    },
+    renderHTML ({ node }) {
+      return ['span', node.attrs.htmlAttrs]
+    }
+  })
+
+  const LinkMark = Mark.create({
+    name: 'link',
+    inclusive: true,
+    addAttributes () {
+      return { htmlAttrs: { default: {} } }
+    },
+    parseHTML () {
+      return [{ tag: 'a', getAttrs: collectDomAttrs }]
+    },
+    renderHTML ({ mark }) {
+      return ['a', mark.attrs.htmlAttrs, 0]
+    },
+    addCommands () {
+      return {
+        setLink: ({ href }) => ({ editor, commands }) => {
+          const htmlAttrs = { ...(editor.getAttributes('link').htmlAttrs || {}), href }
+
+          return commands.setMark('link', { htmlAttrs })
+        },
+        unsetLink: () => ({ commands }) => commands.unsetMark('link', { extendEmptyMarkRange: true })
+      }
+    }
+  })
+
+  const buildDecorations = (doc) => {
+    const decorations = []
+    const regex = /\{\{?[a-zA-Z0-9_.-]+\}\}?/g
+
+    doc.descendants((node, pos) => {
+      if (!node.isText) return
+
+      let match
+
+      while ((match = regex.exec(node.text)) !== null) {
+        decorations.push(
+          Decoration.inline(pos + match.index, pos + match.index + match[0].length, {
+            class: 'variable-highlight'
+          })
+        )
+      }
+    })
+
+    return DecorationSet.create(doc, decorations)
+  }
+
+  const VariableHighlight = Extension.create({
+    name: 'variableHighlight',
+    addProseMirrorPlugins () {
+      return [new Plugin({
+        state: {
+          init (_, { doc }) {
+            return buildDecorations(doc)
+          },
+          apply (tr, oldSet) {
+            return tr.docChanged ? buildDecorations(tr.doc) : oldSet
+          }
+        },
+        props: {
+          decorations (state) {
+            return this.getState(state)
+          }
+        }
+      })]
+    }
+  })
+
+  return [
+    blockNode('paragraph', 'p', 'inline*'),
+    Heading,
+    blockNode('section', 'section'),
+    blockNode('article', 'article', null, { isolating: true }),
+    blockNode('header', 'header', null, { isolating: true }),
+    blockNode('footer', 'footer', null, { isolating: true }),
+    blockNode('div', 'div'),
+    blockNode('center', 'center'),
+    blockNode('blockquote', 'blockquote'),
+    blockNode('pre', 'pre'),
+    blockNode('orderedList', 'ol', '(listItem | block)+'),
+    blockNode('bulletList', 'ul', '(listItem | block)+'),
+    blockNode('listItem', 'li', 'block+', { group: null }),
+    blockNode('table', 'table', '(colgroup | tableHead | tableBody | tableFoot | tableRow)+'),
+    blockNode('tableHead', 'thead', 'tableRow+', { group: null }),
+    blockNode('tableBody', 'tbody', 'tableRow+', { group: null }),
+    blockNode('tableFoot', 'tfoot', 'tableRow+', { group: null }),
+    blockNode('tableRow', 'tr', '(tableCell | tableHeader)+', { group: null }),
+    blockNode('tableCell', 'td', 'block*', { group: null }),
+    blockNode('tableHeader', 'th', 'block*', { group: null }),
+    blockNode('colgroup', 'colgroup', 'col*', { group: null }),
+    Node.create({
+      name: 'col',
+      atom: true,
+      addAttributes () {
+        return { htmlAttrs: { default: {} } }
+      },
+      parseHTML () {
+        return [{ tag: 'col', getAttrs: collectDomAttrs }]
+      },
+      renderHTML ({ node }) {
+        return ['col', node.attrs.htmlAttrs]
+      }
+    }),
+    ImageNode,
+    HrNode,
+    StyleNode,
+    EmptySpanNode,
+    SpanMark,
+    LinkMark,
+    toggleMark('bold', 'strong', [{ tag: 'strong' }, { tag: 'b' }, { style: 'font-weight=bold' }, { style: 'font-weight=700' }], 'Mod-b'),
+    toggleMark('italic', 'em', [{ tag: 'em' }, { tag: 'i' }, { style: 'font-style=italic' }], 'Mod-i'),
+    toggleMark('underline', 'u', [{ tag: 'u' }, { style: 'text-decoration=underline' }], 'Mod-u'),
+    toggleMark('strike', 's', [{ tag: 's' }, { tag: 'del' }, { tag: 'strike' }, { style: 'text-decoration=line-through' }], 'Mod-Shift-s'),
+    attrsMark('subscript', 'sub'),
+    attrsMark('superscript', 'sup'),
+    VariableHighlight
+  ]
+}
+
+export default actionable(targetable(class extends HTMLElement {
+  static [target.static] = [
+    'textarea',
+    'editorElement',
+    'boldButton',
+    'italicButton',
+    'underlineButton',
+    'linkButton',
+    'linkTooltipTemplate'
+  ]
+
+  async connectedCallback () {
+    if (!this.textarea || !this.editorElement) return
+
+    this.textarea.style.display = 'none'
+    this.adjustShortcutsForPlatform()
+
+    const tiptap = await loadTiptap()
+
+    const { Editor, Extension, Document, Text, HardBreak, UndoRedo, Gapcursor, Dropcursor } = tiptap
+
+    this.emailDocument = new DOMParser().parseFromString(this.textarea.value, 'text/html')
+
+    const shadow = this.editorElement.attachShadow({ mode: 'open' })
+
+    shadow.adoptedStyleSheets = [editorStylesheet]
+
+    this.emailDocument.head.querySelectorAll('style').forEach((style) => {
+      shadow.appendChild(style.cloneNode(true))
+    })
+
+    const container = document.createElement('div')
+    const bodyStyle = this.emailDocument.body.getAttribute('style')
+
+    if (bodyStyle) container.setAttribute('style', bodyStyle)
+
+    shadow.appendChild(container)
+
+    const LinkShortcut = Extension.create({
+      name: 'linkShortcut',
+      addKeyboardShortcuts: () => ({
+        'Mod-k': () => {
+          this.toggleLink()
+
+          return true
+        }
+      })
+    })
+
+    this.editor = new Editor({
+      element: container,
+      extensions: [
+        Document,
+        Text,
+        HardBreak,
+        UndoRedo,
+        Gapcursor,
+        Dropcursor,
+        ...buildExtensions(tiptap),
+        LinkShortcut
+      ],
+      content: this.emailDocument.body.innerHTML,
+      injectCSS: false,
+      editorProps: {
+        attributes: {
+          dir: 'auto'
+        },
+        handleDOMEvents: {
+          click: (_, event) => {
+            if (event.target.closest('a')) event.preventDefault()
+
+            return false
+          }
+        }
+      },
+      onUpdate: ({ editor }) => {
+        this.emailDocument.body.innerHTML = editor.getHTML()
+
+        this.textarea.value = this.emailDocument.documentElement.outerHTML
+        this.textarea.dispatchEvent(new Event('input', { bubbles: true }))
+      },
+      onSelectionUpdate: ({ editor }) => {
+        this.updateToolbarState()
+        this.handleLinkTooltip(editor)
+      },
+      onBlur: () => {
+        setTimeout(() => {
+          if (!this.linkTooltip.tooltip.contains(document.activeElement)) {
+            this.linkTooltip.hide()
+          }
+        }, 0)
+      }
+    })
+
+    this.linkTooltip = new LinkTooltip(this, this.editor, this.linkTooltipTemplate)
+  }
+
+  adjustShortcutsForPlatform () {
+    if ((navigator.userAgentData?.platform)?.toLowerCase()?.includes('mac')) {
+      this.querySelectorAll('.tooltip[data-tip]').forEach(tooltip => {
+        const tip = tooltip.getAttribute('data-tip')
+
+        if (tip && tip.includes('Ctrl')) {
+          tooltip.setAttribute('data-tip', tip.replace(/Ctrl/g, '⌘'))
+        }
+      })
+    }
+  }
+
+  bold (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().toggleBold().run()
+    this.updateToolbarState()
+  }
+
+  italic (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().toggleItalic().run()
+    this.updateToolbarState()
+  }
+
+  underline (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().toggleUnderline().run()
+    this.updateToolbarState()
+  }
+
+  linkSelection (e) {
+    e.preventDefault()
+
+    this.toggleLink()
+    this.updateToolbarState()
+  }
+
+  undo (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().undo().run()
+    this.updateToolbarState()
+  }
+
+  redo (e) {
+    e.preventDefault()
+
+    this.editor.chain().focus().redo().run()
+    this.updateToolbarState()
+  }
+
+  updateToolbarState () {
+    this.boldButton.classList.toggle('bg-base-200', this.editor.isActive('bold'))
+    this.italicButton.classList.toggle('bg-base-200', this.editor.isActive('italic'))
+    this.underlineButton.classList.toggle('bg-base-200', this.editor.isActive('underline'))
+    this.linkButton.classList.toggle('bg-base-200', this.editor.isActive('link'))
+  }
+
+  handleLinkTooltip (editor) {
+    const { from } = editor.state.selection
+    const mark = editor.state.doc.resolve(from).marks().find(m => m.type.name === 'link')
+
+    if (!mark) {
+      if (this.linkTooltip.isVisible()) this.linkTooltip.hide()
+
+      return
+    }
+
+    if (this.linkTooltip.isVisible() && this.linkTooltip.currentMark === mark) return
+
+    let linkStart = from
+    const start = editor.state.doc.resolve(from).start()
+
+    for (let i = from - 1; i >= start; i--) {
+      if (editor.state.doc.resolve(i).marks().some(m => m.eq(mark))) {
+        linkStart = i
+      } else {
+        break
+      }
+    }
+
+    this.linkTooltip.hide()
+    this.linkTooltip.show(mark.attrs.htmlAttrs?.href, linkStart > start ? linkStart - 1 : linkStart)
+    this.linkTooltip.currentMark = mark
+  }
+
+  toggleLink () {
+    if (this.editor.isActive('link')) {
+      this.linkTooltip.hide()
+      this.editor.chain().focus().extendMarkRange('link').unsetLink().run()
+      this.updateToolbarState()
+    } else {
+      const { from } = this.editor.state.selection
+
+      this.linkTooltip.hide()
+      this.linkTooltip.show(this.editor.getAttributes('link').htmlAttrs?.href, from, { focus: true })
+    }
+  }
+
+  insertVariable (e) {
+    const variable = e.target.closest('[data-variable]')?.dataset.variable
+
+    if (variable) {
+      const { from, to } = this.editor.state.selection
+
+      if (variable.includes('link') && from !== to) {
+        this.editor.chain().focus().setLink({ href: `{${variable}}` }).run()
+      } else {
+        this.editor.chain().focus().insertContent(`{${variable}}`).run()
+      }
+    }
+  }
+
+  disconnectedCallback () {
+    this.linkTooltip?.hide()
+
+    if (this.editor) {
+      this.editor.destroy()
+    }
+  }
+}))

app/javascript/elements/markdown_editor.js

@@ -35,7 +35,7 @@ function loadTiptap () {
   }))
 }
 
-class LinkTooltip {
+export class LinkTooltip {
   constructor (container, editor, templateEl) {
     this.container = container
     this.editor = editor

app/javascript/elements/search_input.js

@@ -1,19 +1,5 @@
 export default class extends HTMLElement {
   connectedCallback () {
-    this.input.addEventListener('focus', () => {
-      if (this.title) {
-        this.title.classList.add('hidden', 'md:block')
-        this.input.classList.add('w-60')
-      }
-    })
-
-    this.input.addEventListener('blur', (e) => {
-      if (this.title && !e.target.value) {
-        this.title.classList.remove('hidden')
-        this.input.classList.remove('w-60')
-      }
-    })
-
     this.button.addEventListener('click', (event) => {
       if (!this.input.value && document.activeElement !== this.input) {
         event.preventDefault()
@@ -21,16 +7,22 @@ export default class extends HTMLElement {
         this.input.focus()
       }
     })
+
+    document.addEventListener('turbo:before-cache', this.onBeforeCache)
+  }
+
+  disconnectedCallback () {
+    document.removeEventListener('turbo:before-cache', this.onBeforeCache)
+  }
+
+  onBeforeCache = () => {
+    this.input.value = this.input.getAttribute('value') || ''
   }
 
   get input () {
     return this.querySelector('input')
   }
 
-  get title () {
-    return document.querySelector(this.dataset.title)
-  }
-
   get button () {
     return this.querySelector('button')
   }

app/javascript/submission_form/form.vue

@@ -147,7 +147,7 @@
     @submit.prevent="submitStep"
   />
   <button
-    v-if="!isFormVisible"
+    v-if="!isFormVisible && currentField"
     id="expand_form_button"
     class="btn btn-neutral flex text-white absolute bottom-0 w-full mb-3 expand-form-button text-base"
     style="width: 96%; margin-left: 2%"
@@ -174,6 +174,7 @@
     />
   </button>
   <div
+    v-if="currentField"
     v-show="isFormVisible"
     id="form_container"
     class="shadow-md bg-base-100 absolute bottom-0 w-full border-base-200 border p-4 rounded form-container overflow-hidden"
@@ -289,6 +290,7 @@
               :id="currentField.uuid"
               dir="auto"
               :required="currentField.required"
+              :aria-label="showFieldNames && (currentField.name || currentField.title) ? undefined : (currentField.name || currentField.title || t('select_your_option'))"
               :aria-describedby="currentField.description ? currentField.uuid + '-desc' : undefined"
               class="select base-input !text-2xl w-full text-center font-normal"
               :class="{ 'text-gray-300': !values[currentField.uuid] }"
@@ -317,7 +319,7 @@
           <div v-else-if="currentField.type === 'radio'">
             <label
               v-if="showFieldNames && (currentField.name || currentField.title)"
-              :for="currentField.uuid"
+              :id="currentField.uuid + '-radio-label'"
               dir="auto"
               class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
               :class="{ 'mb-2': !currentField.description }"
@@ -356,6 +358,8 @@
               </div>
               <div
                 class="space-y-3.5 mx-auto"
+                role="radiogroup"
+                :aria-labelledby="(currentField.name || currentField.title) ? currentField.uuid + '-radio-label' : null"
                 :class="{ hidden: !showFieldNames || (currentField.options.every((e) => !e.value) && currentField.options.length > 4) }"
               >
                 <div
@@ -1169,7 +1173,11 @@ export default {
       }
     },
     isAnonymousChecboxes () {
-      return this.currentField.type === 'checkbox' && this.currentStepFields.every((e) => !e.name && !e.required) && this.currentStepFields.length > 4
+      if (this.currentField) {
+        return this.currentField.type === 'checkbox' && this.currentStepFields.every((e) => !e.name && !e.required) && this.currentStepFields.length > 4
+      } else {
+        return false
+      }
     },
     isButtonDisabled () {
       if (this.recalculateButtonDisabledKey) {
@@ -1567,6 +1575,7 @@ export default {
       }
     },
     goToStep (stepIndex, scrollToArea = false, clickUpload = false) {
+      this.isInvite = false
       this.currentStep = stepIndex
       this.showFillAllRequiredFields = false
 
@@ -1591,6 +1600,10 @@ export default {
       })
     },
     saveStep (formData) {
+      if (!formData && !this.$refs.form) {
+        return
+      }
+
       const currentFieldUuids = this.currentStepFields.map((f) => f.uuid)
       const currentFieldType = this.currentField.type
 

app/javascript/submission_form/i18n.js

@@ -4,6 +4,7 @@ const en = {
   close: 'Close',
   uploaded_files: 'Uploaded files',
   signature_drawing_area: 'Signature drawing area. Use mouse or touch to draw your signature.',
+  initials_drawing_area: 'Initials drawing area. Use mouse or touch to draw your initials.',
   kba: 'KBA',
   please_upload_an_image_file: 'Please upload an image file',
   must_be_characters_length: 'Must be {number} characters long',
@@ -88,6 +89,7 @@ const en = {
   please_check_the_box_to_continue: 'Please check the box to continue.',
   open_source_documents_software: 'open source documents software',
   verified_phone_number: 'Verify Phone Number',
+  country_code: 'Country code',
   use_international_format: 'Use international format: +1xxx',
   six_digits_code: '6-digit code',
   change_phone_number: 'Change phone number',
@@ -120,6 +122,7 @@ const es = {
   close: 'Cerrar',
   uploaded_files: 'Archivos subidos',
   signature_drawing_area: 'Área de dibujo de firma. Use el ratón o toque para dibujar su firma.',
+  initials_drawing_area: 'Área de dibujo de iniciales. Use el ratón o toque para dibujar sus iniciales.',
   kba: 'KBA',
   please_upload_an_image_file: 'Por favor, sube un archivo de imagen',
   must_be_characters_length: 'Debe tener {number} caracteres de longitud',
@@ -204,6 +207,7 @@ const es = {
   please_check_the_box_to_continue: 'Por favor marque la casilla para continuar.',
   open_source_documents_software: 'software de documentos de código abierto',
   verified_phone_number: 'Verificar número de teléfono',
+  country_code: 'Código de país',
   use_international_format: 'Usar formato internacional: +1xxx',
   six_digits_code: 'Código de 6 dígitos',
   change_phone_number: 'Cambiar número de teléfono',
@@ -236,6 +240,7 @@ const it = {
   close: 'Chiudi',
   uploaded_files: 'File caricati',
   signature_drawing_area: 'Area di disegno della firma. Usa il mouse o il tocco per disegnare la tua firma.',
+  initials_drawing_area: 'Area di disegno delle iniziali. Usa il mouse o il tocco per disegnare le tue iniziali.',
   kba: 'KBA',
   please_upload_an_image_file: 'Per favore carica un file immagine',
   must_be_characters_length: 'Deve essere lungo {number} caratteri',
@@ -320,6 +325,7 @@ const it = {
   please_check_the_box_to_continue: 'Si prega di spuntare la casella per continuare.',
   open_source_documents_software: 'software di documenti open source',
   verified_phone_number: 'Verifica numero di telefono',
+  country_code: 'Prefisso internazionale',
   use_international_format: 'Usa formato internazionale: +1xxx',
   six_digits_code: 'Codice a 6 cifre',
   change_phone_number: 'Cambia numero di telefono',
@@ -352,6 +358,7 @@ const de = {
   close: 'Schließen',
   uploaded_files: 'Hochgeladene Dateien',
   signature_drawing_area: 'Unterschriftszeichenbereich. Verwenden Sie die Maus oder Berührung, um Ihre Unterschrift zu zeichnen.',
+  initials_drawing_area: 'Zeichenbereich für Initialen. Verwenden Sie die Maus oder Berührung, um Ihre Initialen zu zeichnen.',
   kba: 'KBA',
   please_upload_an_image_file: 'Bitte laden Sie eine Bilddatei hoch',
   must_be_characters_length: 'Muss {number} Zeichen lang sein',
@@ -436,6 +443,7 @@ const de = {
   please_check_the_box_to_continue: 'Bitte aktivieren Sie das Kontrollkästchen, um fortzufahren.',
   open_source_documents_software: 'Open-Source-Dokumentensoftware',
   verified_phone_number: 'Telefonnummer verifizieren',
+  country_code: 'Ländervorwahl',
   use_international_format: 'Internationales Format verwenden: +1xxx',
   six_digits_code: '6-stelliger Code',
   change_phone_number: 'Telefonnummer ändern',
@@ -468,6 +476,7 @@ const fr = {
   close: 'Fermer',
   uploaded_files: 'Fichiers téléchargés',
   signature_drawing_area: 'Zone de dessin de signature. Utilisez la souris ou le toucher pour dessiner votre signature.',
+  initials_drawing_area: 'Zone de dessin des initiales. Utilisez la souris ou le toucher pour dessiner vos initiales.',
   kba: 'KBA',
   please_upload_an_image_file: 'Veuillez téléverser un fichier image',
   must_be_characters_length: 'Doit comporter {number} caractères',
@@ -552,6 +561,7 @@ const fr = {
   please_check_the_box_to_continue: 'Veuillez cocher la case pour continuer.',
   open_source_documents_software: 'logiciel de documents open source',
   verified_phone_number: 'Vérifier le numéro de téléphone',
+  country_code: 'Indicatif du pays',
   use_international_format: 'Utilisez le format international : +1xxx',
   six_digits_code: 'Code à 6 chiffres',
   change_phone_number: 'Changer de numéro de téléphone',
@@ -584,6 +594,7 @@ const pl = {
   close: 'Zamknij',
   uploaded_files: 'Przesłane pliki',
   signature_drawing_area: 'Obszar rysowania podpisu. Użyj myszy lub dotyku, aby narysować swój podpis.',
+  initials_drawing_area: 'Obszar rysowania inicjałów. Użyj myszy lub dotyku, aby narysować swoje inicjały.',
   kba: 'KBA',
   please_upload_an_image_file: 'Proszę przesłać plik obrazu',
   must_be_characters_length: 'Musi mieć długość {number} znaków',
@@ -668,6 +679,7 @@ const pl = {
   please_check_the_box_to_continue: 'Proszę zaznaczyć pole, aby kontynuować.',
   open_source_documents_software: 'oprogramowanie do dokumentów open source',
   verified_phone_number: 'Zweryfikuj numer telefonu',
+  country_code: 'Kod kraju',
   use_international_format: 'Użyj międzynarodowego formatu: +1xxx',
   six_digits_code: '6-cyfrowy kod',
   change_phone_number: 'Zmień numer telefonu',
@@ -700,6 +712,7 @@ const uk = {
   close: 'Закрити',
   uploaded_files: 'Завантажені файли',
   signature_drawing_area: 'Область малювання підпису. Використовуйте мишу або дотик, щоб намалювати свій підпис.',
+  initials_drawing_area: 'Область малювання ініціалів. Використовуйте мишу або дотик, щоб намалювати свої ініціали.',
   kba: 'KBA',
   please_upload_an_image_file: 'Будь ласка, завантажте файл зображення',
   must_be_characters_length: 'Має містити {number} символів',
@@ -784,6 +797,7 @@ const uk = {
   please_check_the_box_to_continue: 'Будь ласка, позначте прапорець, щоб продовжити.',
   open_source_documents_software: 'відкрите програмне забезпечення для документів',
   verified_phone_number: 'Підтвердіть номер телефону',
+  country_code: 'Код країни',
   use_international_format: 'Використовуйте міжнародний формат: +1xxx',
   six_digits_code: '6-значний код',
   change_phone_number: 'Змінити номер телефону',
@@ -816,6 +830,7 @@ const cs = {
   close: 'Zavřít',
   uploaded_files: 'Nahrané soubory',
   signature_drawing_area: 'Oblast pro kreslení podpisu. Použijte myš nebo dotyk k nakreslení podpisu.',
+  initials_drawing_area: 'Oblast pro kreslení iniciál. Použijte myš nebo dotyk k nakreslení iniciál.',
   kba: 'KBA',
   please_upload_an_image_file: 'Nahrajte prosím obrázkový soubor',
   must_be_characters_length: 'Musí mít délku {number} znaků',
@@ -900,6 +915,7 @@ const cs = {
   please_check_the_box_to_continue: 'Prosím, zaškrtněte políčko pro pokračování.',
   open_source_documents_software: 'open source software pro dokumenty',
   verified_phone_number: 'Ověřte telefonní číslo',
+  country_code: 'Předvolba země',
   use_international_format: 'Použijte mezinárodní formát: +1xxx',
   six_digits_code: '6-místný kód',
   change_phone_number: 'Změnit telefonní číslo',
@@ -932,6 +948,7 @@ const pt = {
   close: 'Fechar',
   uploaded_files: 'Arquivos enviados',
   signature_drawing_area: 'Área de desenho da assinatura. Use o mouse ou toque para desenhar sua assinatura.',
+  initials_drawing_area: 'Área de desenho das iniciais. Use o mouse ou toque para desenhar suas iniciais.',
   kba: 'KBA',
   please_upload_an_image_file: 'Por favor, envie um arquivo de imagem',
   must_be_characters_length: 'Deve ter {number} caracteres',
@@ -1016,6 +1033,7 @@ const pt = {
   please_check_the_box_to_continue: 'Por favor, marque a caixa para continuar.',
   open_source_documents_software: 'software de documentos de código aberto',
   verified_phone_number: 'Verificar Número de Telefone',
+  country_code: 'Código do país',
   use_international_format: 'Use formato internacional: +1xxx',
   six_digits_code: 'Código de 6 dígitos',
   change_phone_number: 'Alterar número de telefone',
@@ -1048,6 +1066,7 @@ const he = {
   close: 'סגור',
   uploaded_files: 'קבצים שהועלו',
   signature_drawing_area: 'אזור ציור חתימה. השתמש בעכבר או במגע כדי לצייר את החתימה שלך.',
+  initials_drawing_area: 'אזור ציור ראשי תיבות. השתמש בעכבר או במגע כדי לצייר את ראשי התיבות שלך.',
   kba: 'KBA',
   please_upload_an_image_file: 'אנא העלה קובץ תמונה',
   must_be_characters_length: 'חייב להיות באורך של {number} תווים',
@@ -1132,6 +1151,7 @@ const he = {
   please_check_the_box_to_continue: 'אנא סמן את התיבה כדי להמשיך.',
   open_source_documents_software: 'תוכנה פתוחה למסמכים',
   verified_phone_number: 'אימות מספר טלפון',
+  country_code: 'קידומת מדינה',
   use_international_format: 'השתמש בפורמט בינלאומי: +1xxx',
   six_digits_code: 'קוד שש ספרות',
   change_phone_number: 'שינוי מספר טלפון',
@@ -1164,6 +1184,7 @@ const nl = {
   close: 'Sluiten',
   uploaded_files: 'Geüploade bestanden',
   signature_drawing_area: 'Handtekening tekengebied. Gebruik de muis of aanraking om uw handtekening te tekenen.',
+  initials_drawing_area: 'Tekengebied voor initialen. Gebruik de muis of aanraking om uw initialen te tekenen.',
   kba: 'KBA',
   please_upload_an_image_file: 'Upload alstublieft een afbeeldingsbestand',
   must_be_characters_length: 'Moet {number} tekens lang zijn',
@@ -1248,6 +1269,7 @@ const nl = {
   please_check_the_box_to_continue: 'Vink het vakje aan om door te gaan.',
   open_source_documents_software: 'Open source documenten software',
   verified_phone_number: 'Telefoonnummer verifiëren',
+  country_code: 'Landcode',
   use_international_format: 'Gebruik internationaal formaat: +1xxx',
   six_digits_code: '6-cijferige code',
   change_phone_number: 'Wijzig telefoonnummer',
@@ -1280,6 +1302,7 @@ const ar = {
   close: 'إغلاق',
   uploaded_files: 'الملفات المرفوعة',
   signature_drawing_area: 'منطقة رسم التوقيع. استخدم الماوس أو اللمس لرسم توقيعك.',
+  initials_drawing_area: 'منطقة رسم الحروف الأولى. استخدم الماوس أو اللمس لرسم الحروف الأولى.',
   kba: 'KBA',
   please_upload_an_image_file: 'يرجى تحميل ملف صورة',
   must_be_characters_length: 'يجب أن يكون الطول {number} حرفًا',
@@ -1364,6 +1387,7 @@ const ar = {
   please_check_the_box_to_continue: 'الرجاء التحقق من الخانة للمتابعة.',
   open_source_documents_software: 'برنامج وثائق مفتوح المصدر',
   verified_phone_number: 'تحقق من رقم الهاتف',
+  country_code: 'رمز الدولة',
   use_international_format: 'استخدم الشكل الدولي: +1xxx',
   six_digits_code: 'رمز مكون من 6 أرقام',
   change_phone_number: 'تغيير رقم الهاتف',
@@ -1396,6 +1420,7 @@ const ko = {
   close: '닫기',
   uploaded_files: '업로드된 파일',
   signature_drawing_area: '서명 그리기 영역. 마우스 또는 터치를 사용하여 서명을 그리세요.',
+  initials_drawing_area: '이니셜 그리기 영역. 마우스 또는 터치를 사용하여 이니셜을 그리세요.',
   kba: 'KBA',
   please_upload_an_image_file: '이미지 파일을 업로드해 주세요',
   must_be_characters_length: '{number}자여야 합니다',
@@ -1480,6 +1505,7 @@ const ko = {
   please_check_the_box_to_continue: '계속하려면 확인란을 선택하십시오.',
   open_source_documents_software: '오픈 소스 문서 소프트웨어',
   verified_phone_number: '전화번호 확인됨',
+  country_code: '국가 번호',
   use_international_format: '국제 포맷 사용: +1xxx',
   six_digits_code: '6자리 코드',
   change_phone_number: '전화번호 변경',
@@ -1512,6 +1538,7 @@ const ja = {
   close: '閉じる',
   uploaded_files: 'アップロードされたファイル',
   signature_drawing_area: '署名描画エリア。マウスまたはタッチを使用して署名を描いてください。',
+  initials_drawing_area: 'イニシャル描画エリア。マウスまたはタッチを使用してイニシャルを描いてください。',
   kba: 'KBA',
   please_upload_an_image_file: '画像ファイルをアップロードしてください',
   must_be_characters_length: '{number}文字でなければなりません',
@@ -1596,6 +1623,7 @@ const ja = {
   please_check_the_box_to_continue: '続行するにはボックスにチェックを入れてください。',
   open_source_documents_software: 'オープンソースのドキュメントソフトウェア',
   verified_phone_number: '電話番号を認証',
+  country_code: '国番号',
   use_international_format: '国際形式を使用してください：+1xxx',
   six_digits_code: '6桁のコード',
   change_phone_number: '電話番号を変更',

app/javascript/submission_form/initials_step.vue

@@ -141,6 +141,7 @@
     <img
       v-if="modelValue || computedPreviousValue"
       :src="attachmentsIndex[modelValue || computedPreviousValue].url"
+      :alt="field.name || t('initials')"
       class="mx-auto bg-white border border-base-300 rounded max-h-44"
     >
     <div class="relative">
@@ -156,6 +157,8 @@
       <canvas
         v-show="!modelValue && !computedPreviousValue"
         ref="canvas"
+        role="img"
+        :aria-label="t('initials_drawing_area')"
         class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
       />
     </div>
@@ -165,7 +168,8 @@
       ref="textInput"
       class="base-input !text-2xl w-full mt-6 text-center"
       :required="field.required && !isInitialsStarted"
-      :placeholder="`${t('type_initial_here')}...`"
+      :aria-label="field.name || t('initials')"
+      :placeholder="`${t('type_initial_here')}${field.required ? '...' : ' (' + t('optional') + ')'}`"
       type="text"
       @focus="$emit('focus')"
       @input="updateWrittenInitials"
@@ -289,7 +293,7 @@ export default {
 
             if (!this.isDrawInitials) {
               this.$nextTick(() => {
-                if (this.$refs.textInput) {
+                if (this.$refs.textInput && this.field.required === true) {
                   this.initTextInitial()
                 }
               })

app/javascript/submission_form/invite_form.vue

@@ -35,7 +35,7 @@
         :placeholder="t('email')"
         type="email"
         :required="submitters.includes(submitter)"
-        autofocus="true"
+        :autofocus="index === 0"
         name="submission[submitters][][email]"
       >
     </div>

app/javascript/submission_form/multi_select_step.vue

@@ -1,7 +1,7 @@
 <template>
   <label
     v-if="showFieldNames && (field.name || field.title)"
-    :for="field.uuid"
+    :id="field.uuid + '-group-label'"
     dir="auto"
     class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
     :class="{ 'mb-2': !field.description }"
@@ -44,6 +44,8 @@
     <div
       class="space-y-3.5 mx-auto"
       :class="{ hidden: !showOptions }"
+      role="group"
+      :aria-labelledby="showFieldNames && (field.name || field.title) ? field.uuid + '-group-label' : undefined"
     >
       <div
         v-for="(option, index) in field.options"

app/javascript/submission_form/phone_step.vue

@@ -81,6 +81,7 @@
           <select
             id="country_code_select"
             class="absolute top-0 bottom-0 right-0 left-0 opacity-0 w-full h-full cursor-pointer"
+            :aria-label="t('country_code')"
             :disabled="!!defaultValue"
             @change="onCountrySelect(countries.find((country) => country.flag === $event.target.value))"
           >

app/javascript/submission_form/signature_step.vue

@@ -27,6 +27,7 @@
         >
           <button
             id="type_text_button"
+            ref="typeTextButton"
             type="button"
             :aria-label="t('draw_signature')"
             class="btn btn-outline btn-sm font-medium type-text-button"
@@ -49,6 +50,7 @@
         >
           <button
             id="type_text_button"
+            ref="typeTextButton"
             type="button"
             :aria-label="t('type_text')"
             class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap type-text-button"
@@ -71,7 +73,7 @@
         >
           <button
             type="button"
-            :aria-label="t('take_photo')"
+            :aria-label="t('upload')"
             class="btn btn-outline btn-sm font-medium inline-flex flex-nowrap upload-image-button"
             @click="$refs.takePhotoInput.click()"
           >
@@ -199,7 +201,7 @@
       <canvas
         v-show="!modelValue && !computedPreviousValue"
         ref="canvas"
-        role="application"
+        role="img"
         :aria-label="t('signature_drawing_area')"
         style="padding: 1px; 0"
         class="bg-white border border-base-300 rounded-2xl w-full draw-canvas"
@@ -228,6 +230,8 @@
           >
             <canvas
               ref="qrCanvas"
+              role="img"
+              :aria-label="t('scan_the_qr_code_with_the_camera_app_to_open_the_form_on_mobile_and_draw_your_signature')"
               class="h-full"
               width="132"
               height="132"
@@ -242,7 +246,8 @@
       ref="textInput"
       class="base-input !text-2xl w-full mt-6"
       :required="field.required && !isSignatureStarted"
-      :placeholder="`${t('type_signature_here')}...`"
+      :aria-label="field.name || t('signature')"
+      :placeholder="`${t('type_signature_here')}${field.required ? '...' : ' (' + t('optional') + ')'}`"
       type="text"
       @input="updateWrittenSignature"
     >
@@ -251,6 +256,7 @@
       class="select base-input !text-2xl w-full mt-6 text-center"
       :class="{ 'text-gray-300': !reason }"
       required
+      :aria-label="t('select_a_reason')"
       :name="`values[${field.preferences.reason_field_uuid}]`"
       @change="$event.target.value === 'other' ? [reason = '', isOtherReason = true] : $emit('update:reason', $event.target.value)"
     >
@@ -296,6 +302,7 @@
       class="base-input !text-2xl w-full mt-6"
       required
       :name="`values[${field.preferences.reason_field_uuid}]`"
+      :aria-label="t('select_a_reason')"
       :placeholder="t('type_here_')"
       :value="reason"
       type="text"
@@ -528,7 +535,7 @@ export default {
               this.$nextTick(() => this.drawSignatureSrc())
             } else if (this.isTextSignature) {
               this.$nextTick(() => {
-                if (this.$refs.textInput) {
+                if (this.$refs.textInput && this.field.required === true) {
                   this.initTypedSignature()
                 }
               })
@@ -716,10 +723,12 @@ export default {
       this.clear()
       this.isTextSignature = !this.isTextSignature
 
-      if (this.isTextSignature) {
+      this.$nextTick(() => {
-        this.$nextTick(() => {
+        if (this.isTextSignature) {
           if (this.$refs.textInput) {
-            if (!this.submitter.name) {
+            if (this.submitter.name) {
+              this.$refs.typeTextButton?.focus()
+            } else {
               this.$refs.textInput.focus()
             }
 
@@ -727,8 +736,10 @@ export default {
 
             this.$emit('start')
           }
-        })
+        } else {
-      }
+          this.$refs.typeTextButton?.focus()
+        }
+      })
     },
     async initTypedSignature () {
       if (this.signatureText) {

app/javascript/template_builder/area.vue

@@ -319,7 +319,7 @@ export default {
       default: false
     }
   },
-  emits: ['start-resize', 'stop-resize', 'start-drag', 'stop-drag', 'remove', 'scroll-to', 'add-custom-field', 'click-title'],
+  emits: ['start-resize', 'stop-resize', 'start-drag', 'stop-drag', 'remove', 'scroll-to', 'add-custom-field', 'click-title', 'multi-select'],
   data () {
     return {
       isContenteditable: false,
@@ -726,6 +726,10 @@ export default {
         return
       }
 
+      if (this.inputMode && (this.isValueInput || this.isCheckboxInput || this.isSelectInput)) {
+        return
+      }
+
       document.activeElement?.blur()
 
       e.preventDefault()
@@ -794,6 +798,8 @@ export default {
           this.selectedAreasRef.value.splice(this.selectedAreasRef.value.indexOf(this.area), 1)
         }
 
+        this.$emit('multi-select', e)
+
         return
       }
 

app/javascript/template_builder/builder.vue

@@ -3206,15 +3206,6 @@ export default {
         e.preventDefault()
 
         alert(this.t('please_draw_fields_to_prepare_the_document'))
-      } else {
-        const submitterWithoutFields =
-          this.template.submitters.find((submitter) => !this.template.fields.some((f) => f.submitter_uuid === submitter.uuid))
-
-        if (submitterWithoutFields) {
-          e.preventDefault()
-
-          alert(this.t('please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed').replaceAll('{submitter_name}', submitterWithoutFields.name))
-        }
       }
     },
     onSaveClick () {
@@ -3231,32 +3222,25 @@ export default {
       if (!this.template.fields.length) {
         alert(this.t('please_draw_fields_to_prepare_the_document'))
       } else {
-        const submitterWithoutFields =
+        this.isSaving = true
-          this.template.submitters.find((submitter) => !this.template.fields.some((f) => f.submitter_uuid === submitter.uuid))
 
-        if (submitterWithoutFields) {
+        const dynamicDocumentRefs = this.documentRefs.filter((ref) => ref.isDynamic)
-          alert(this.t('please_add_fields_for_the_submitter_name_or_remove_the_submitter_name_if_not_needed').replaceAll('{submitter_name}', submitterWithoutFields.name))
-        } else {
-          this.isSaving = true
 
-          const dynamicDocumentRefs = this.documentRefs.filter((ref) => ref.isDynamic)
+        dynamicDocumentRefs.map((ref) => ref.update())
 
-          dynamicDocumentRefs.map((ref) => ref.update())
+        this.rebuildVariablesSchema({ disable: false })
 
-          this.rebuildVariablesSchema({ disable: false })
+        const dynamicDocumentSaves = dynamicDocumentRefs.map((ref) => ref.saveBody())
 
-          const dynamicDocumentSaves = dynamicDocumentRefs.map((ref) => ref.saveBody())
+        Promise.all([this.save({ force: true }), ...dynamicDocumentSaves]).then(() => {
+          if (this.withRevisions) {
+            this.captureRevision()
+          }
 
-          Promise.all([this.save({ force: true }), ...dynamicDocumentSaves]).then(() => {
+          window.Turbo.visit(`/templates/${this.template.id}`)
-            if (this.withRevisions) {
+        }).finally(() => {
-              this.captureRevision()
+          this.isSaving = false
-            }
+        })
-
-            window.Turbo.visit(`/templates/${this.template.id}`)
-          }).finally(() => {
-            this.isSaving = false
-          })
-        }
       }
     },
     scrollToArea (area) {

app/javascript/template_builder/documents_editor_crop.vue

@@ -42,6 +42,7 @@
           class="absolute w-5 h-5 -ml-2.5 -mt-2.5 rounded-full bg-white border-2 border-neutral-600 cursor-move shadow"
           :style="{ left: `${corner.x * 100}%`, top: `${corner.y * 100}%` }"
           @mousedown.prevent="onCornerMousedown(cornerIndex)"
+          @touchstart.prevent="onCornerTouchstart(cornerIndex)"
         />
       </div>
     </div>
@@ -218,6 +219,9 @@ export default {
   beforeUnmount () {
     window.removeEventListener('mousemove', this.onMousemove)
     window.removeEventListener('mouseup', this.onMouseup)
+    window.removeEventListener('touchmove', this.onTouchmove)
+    window.removeEventListener('touchend', this.onTouchend)
+    window.removeEventListener('touchcancel', this.onTouchend)
   },
   methods: {
     transformPoint (point, rotate, flipH, flipV) {
@@ -276,27 +280,48 @@ export default {
         y: Math.min(Math.max((event.clientY - rect.top) / rect.height, 0), 1)
       }
     },
-    onCornerMousedown (index) {
+    startCornerDrag (index) {
       this.draggingIndex = index
       this.cornersTouched = true
+    },
+    dragCorner (point) {
+      if (this.draggingIndex === null) {
+        return
+      }
+
+      this.corners[this.draggingIndex] = this.inverseTransformPoint(this.pagePoint(point), this.rotate, this.flipH, this.flipV)
+    },
+    onCornerMousedown (index) {
+      this.startCornerDrag(index)
 
       window.addEventListener('mousemove', this.onMousemove)
       window.addEventListener('mouseup', this.onMouseup, { once: true })
     },
     onMousemove (event) {
-      if (this.draggingIndex === null) {
+      this.dragCorner(event)
-        return
-      }
-
-      const point = this.inverseTransformPoint(this.pagePoint(event), this.rotate, this.flipH, this.flipV)
-
-      this.corners[this.draggingIndex] = point
     },
     onMouseup () {
       window.removeEventListener('mousemove', this.onMousemove)
 
       this.draggingIndex = null
     },
+    onCornerTouchstart (index) {
+      this.startCornerDrag(index)
+
+      window.addEventListener('touchmove', this.onTouchmove, { passive: false })
+      window.addEventListener('touchend', this.onTouchend)
+      window.addEventListener('touchcancel', this.onTouchend)
+    },
+    onTouchmove (event) {
+      this.dragCorner(event.touches[0])
+    },
+    onTouchend () {
+      window.removeEventListener('touchmove', this.onTouchmove)
+      window.removeEventListener('touchend', this.onTouchend)
+      window.removeEventListener('touchcancel', this.onTouchend)
+
+      this.draggingIndex = null
+    },
     submit (scan) {
       this.isProcessing = scan ? 'scan' : 'crop'
 

app/javascript/template_builder/documents_editor_redact.vue

@@ -6,6 +6,7 @@
         class="relative mx-auto select-none cursor-crosshair"
         :style="pageStyle"
         @mousedown.prevent="onMousedown"
+        @touchstart.prevent="onTouchstart"
       >
         <img
           :src="imageUrl"
@@ -251,6 +252,9 @@ export default {
   beforeUnmount () {
     window.removeEventListener('mousemove', this.onMousemove)
     window.removeEventListener('mouseup', this.onMouseup)
+    window.removeEventListener('touchmove', this.onTouchmove)
+    window.removeEventListener('touchend', this.onTouchend)
+    window.removeEventListener('touchcancel', this.onTouchend)
   },
   methods: {
     inverseRotatePoint (point, rotate) {
@@ -357,27 +361,61 @@ export default {
         y: Math.min(Math.max((event.clientY - rect.top) / rect.height, 0), 1)
       }
     },
+    startMarquee (point) {
+      const start = this.pagePoint(point)
+
+      this.marquee = { x1: start.x, y1: start.y, x2: start.x, y2: start.y }
+    },
+    updateMarquee (point) {
+      if (!this.marquee) {
+        return
+      }
+
+      const next = this.pagePoint(point)
+
+      this.marquee.x2 = next.x
+      this.marquee.y2 = next.y
+    },
     onMousedown (event) {
       if (event.button !== 0 || (!this.imagePage && !this.textNodes)) {
         return
       }
 
-      const point = this.pagePoint(event)
+      this.startMarquee(event)
-
-      this.marquee = { x1: point.x, y1: point.y, x2: point.x, y2: point.y }
 
       window.addEventListener('mousemove', this.onMousemove)
       window.addEventListener('mouseup', this.onMouseup, { once: true })
     },
     onMousemove (event) {
-      const point = this.pagePoint(event)
+      this.updateMarquee(event)
-
-      this.marquee.x2 = point.x
-      this.marquee.y2 = point.y
     },
     onMouseup () {
       window.removeEventListener('mousemove', this.onMousemove)
 
+      this.finishMarquee()
+    },
+    onTouchstart (event) {
+      if (!this.imagePage && !this.textNodes) {
+        return
+      }
+
+      this.startMarquee(event.touches[0])
+
+      window.addEventListener('touchmove', this.onTouchmove, { passive: false })
+      window.addEventListener('touchend', this.onTouchend)
+      window.addEventListener('touchcancel', this.onTouchend)
+    },
+    onTouchmove (event) {
+      this.updateMarquee(event.touches[0])
+    },
+    onTouchend () {
+      window.removeEventListener('touchmove', this.onTouchmove)
+      window.removeEventListener('touchend', this.onTouchend)
+      window.removeEventListener('touchcancel', this.onTouchend)
+
+      this.finishMarquee()
+    },
+    finishMarquee () {
       if (!this.marquee) {
         return
       }

app/javascript/template_builder/dynamic_editor.js

@@ -98,11 +98,29 @@ dynamic-variable {
   overflow-wrap: anywhere;
 }`)
 
+const DROP_ATTRS = [
+  'srcdoc', 'xlink:href', 'srcset', 'action', 'formaction', 'poster',
+  'background', 'data', 'cite', 'ping', 'longdesc', 'manifest', 'profile'
+]
+
+const SAFE_URL_REGEXP = /^(?:https?:\/\/|data:image\/|blob:|mailto:|tel:|\{|#)/i
+
+function isSafeAttr (name, value) {
+  const lowerName = name.toLowerCase()
+
+  if (lowerName.startsWith('on') || DROP_ATTRS.includes(lowerName)) return false
+  if ((lowerName === 'href' || lowerName === 'src') && !SAFE_URL_REGEXP.test(value.trim())) return false
+
+  return true
+}
+
 function collectDomAttrs (dom) {
   const attrs = {}
 
   for (let i = 0; i < dom.attributes.length; i++) {
-    attrs[dom.attributes[i].name] = dom.attributes[i].value
+    const { name, value } = dom.attributes[i]
+
+    if (isSafeAttr(name, value)) attrs[name] = value
   }
 
   return { htmlAttrs: attrs }

app/javascript/template_builder/dynamic_section.vue

@@ -646,9 +646,7 @@ export default {
         return
       }
 
-      const container = document.createElement('div')
+      const container = new DOMParser().parseFromString(clipboardHtml, 'text/html').body
-
-      container.innerHTML = clipboardHtml
 
       const fieldNodes = [...container.querySelectorAll('dynamic-field[data-field][data-area]')]
 

app/javascript/template_builder/field_context_menu.vue

@@ -600,7 +600,8 @@ export default {
       }
     },
     showFont () {
-      return ['text', 'number', 'date', 'select', 'heading', 'cells'].includes(this.field.type)
+      return ['text', 'number', 'date', 'select', 'heading', 'cells'].includes(this.field.type) ||
+        (['radio', 'multiple'].includes(this.field.type) && this.field.areas?.every((a) => !a.option_uuid))
     },
     showDescription () {
       return !['stamp', 'heading', 'strikethrough'].includes(this.field.type)

app/javascript/template_builder/field_settings.vue

@@ -452,7 +452,7 @@
     class="pb-0.5 mt-0.5"
   >
   <li
-    v-if="['text', 'number', 'date', 'select', 'heading', 'cells'].includes(field.type)"
+    v-if="['text', 'number', 'date', 'select', 'heading', 'cells'].includes(field.type) || (['radio', 'multiple'].includes(field.type) && field.areas?.every((a) => !a.option_uuid))"
     class="field-settings-font"
   >
     <label
@@ -830,6 +830,7 @@ export default {
       } else if (format === 'percent') {
         return `${number}%`
       } else if (format === 'percent_space') {
+        // eslint-disable-next-line no-irregular-whitespace
         return `${String(number).replace('.', ',')} %`
       } else {
         return number

app/javascript/template_builder/page.vue

@@ -57,6 +57,7 @@
         @scroll-to="$emit('scroll-to', $event)"
         @add-custom-field="$emit('add-custom-field', $event)"
         @contextmenu="openAreaContextMenu($event, item.area, item.field)"
+        @multi-select="openMultiSelectContextMenu"
         @click-title="closeContextMenu"
       />
       <FieldArea
@@ -408,6 +409,12 @@ export default {
         return
       }
 
+      if (this.selectedAreasRef.value.length >= 2) {
+        this.openSelectionContextMenu(event)
+
+        return
+      }
+
       event.preventDefault()
       event.stopPropagation()
 
@@ -443,6 +450,13 @@ export default {
         areas: this.selectedAreasRef.value
       }
     },
+    openMultiSelectContextMenu (event) {
+      if (this.selectedAreasRef.value.length >= 2) {
+        this.openSelectionContextMenu(event)
+      } else {
+        this.closeContextMenu()
+      }
+    },
     handleSelectionCopy () {
       this.$emit('copy-selected-areas')
 

app/javascript/template_builder/selection_context_menu.vue

@@ -9,6 +9,62 @@
       @mousedown.stop
       @pointerdown.stop
     >
+      <label
+        v-if="requiredFields.length"
+        class="field-settings-required w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm cursor-pointer"
+        @click.stop
+      >
+        <input
+          :checked="isAllRequired"
+          :indeterminate="isMixedRequired"
+          type="checkbox"
+          class="toggle toggle-xs"
+          :disabled="!editable"
+          @change="handleToggleRequired($event.target.checked)"
+          @click.stop
+        >
+        <span>{{ t('required') }}</span>
+      </label>
+      <label
+        v-if="readOnlyFields.length"
+        class="field-settings-read-only w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm cursor-pointer"
+        @click.stop
+      >
+        <input
+          :checked="isAllReadOnly"
+          :indeterminate="isMixedReadOnly"
+          type="checkbox"
+          class="toggle toggle-xs"
+          :disabled="!editable"
+          @change="handleToggleReadOnly($event.target.checked)"
+          @click.stop
+        >
+        <span>{{ t('read_only') }}</span>
+      </label>
+      <hr
+        v-if="requiredFields.length || readOnlyFields.length"
+        class="my-1 border-neutral-200"
+      >
+      <button
+        v-if="showFont"
+        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
+        @click.stop="openFontModal"
+      >
+        <IconTypography class="w-4 h-4" />
+        <span>{{ t('font') }}</span>
+      </button>
+      <button
+        v-if="showCondition"
+        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
+        @click.stop="openConditionModal"
+      >
+        <IconRouteAltLeft class="w-4 h-4" />
+        <span>{{ t('condition') }}</span>
+      </button>
+      <hr
+        v-if="showFont || showCondition"
+        class="my-1 border-neutral-200"
+      >
       <ContextSubmenu
         :icon="IconLayoutAlignMiddle"
         :label="t('align')"
@@ -61,26 +117,6 @@
           <span>{{ t('height') }}</span>
         </button>
       </ContextSubmenu>
-      <hr
-        v-if="showFont || showCondition"
-        class="my-1 border-neutral-200"
-      >
-      <button
-        v-if="showFont"
-        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
-        @click.stop="openFontModal"
-      >
-        <IconTypography class="w-4 h-4" />
-        <span>{{ t('font') }}</span>
-      </button>
-      <button
-        v-if="showCondition"
-        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
-        @click.stop="openConditionModal"
-      >
-        <IconRouteAltLeft class="w-4 h-4" />
-        <span>{{ t('condition') }}</span>
-      </button>
       <hr class="my-1 border-neutral-200">
       <button
         class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center justify-between text-sm"
@@ -192,6 +228,24 @@ export default {
         return this.template.fields.find((f) => f.areas?.includes(area))
       }).filter(Boolean)
     },
+    requiredFields () {
+      return this.selectedFields.filter((f) => !['phone', 'stamp', 'verification', 'strikethrough', 'heading'].includes(f.type))
+    },
+    readOnlyFields () {
+      return this.selectedFields.filter((f) => ['text', 'number', 'radio', 'multiple', 'select'].includes(f.type))
+    },
+    isAllRequired () {
+      return this.requiredFields.every((f) => f.required)
+    },
+    isMixedRequired () {
+      return !this.isAllRequired && this.requiredFields.some((f) => f.required)
+    },
+    isAllReadOnly () {
+      return this.readOnlyFields.every((f) => f.readonly)
+    },
+    isMixedReadOnly () {
+      return !this.isAllReadOnly && this.readOnlyFields.some((f) => f.readonly)
+    },
     isMac () {
       return (navigator.userAgentData?.platform || navigator.platform)?.toLowerCase()?.includes('mac')
     },
@@ -234,6 +288,16 @@ export default {
         }
       }
     },
+    handleToggleRequired (value) {
+      this.requiredFields.forEach((field) => { field.required = value })
+
+      this.save()
+    },
+    handleToggleReadOnly (value) {
+      this.readOnlyFields.forEach((field) => { field.readonly = value })
+
+      this.save()
+    },
     onKeyDown (event) {
       if (event.key === 'Escape') {
         event.preventDefault()

app/jobs/process_submission_expired_job.rb

@@ -11,7 +11,8 @@ class ProcessSubmissionExpiredJob
     return if submission.archived_at?
     return if submission.template&.archived_at?
     return if submission.submitters.where.not(declined_at: nil).exists?
-    return unless submission.submitters.exists?(completed_at: nil)
+    return if submission.completed_at?
+    return if params['expire_at'] && submission.expire_at&.to_i != params['expire_at']
 
     WebhookUrls.enqueue_events(submission, 'submission.expired')
   end

app/jobs/process_submitter_completion_job.rb

@@ -5,30 +5,45 @@ class ProcessSubmitterCompletionJob
 
   def perform(params = {})
     submitter = Submitter.find(params['submitter_id'])
+    submission = submitter.submission
 
     create_completed_submitter!(submitter)
 
-    is_all_completed = !submitter.submission.submitters.exists?(completed_at: nil)
+    is_last =
+      if params.key?('is_last')
+        params['is_last']
+      else
+        viewer_uuids = submission.template_submitters.to_a.filter_map { |s| s['uuid'] if s['is_viewer'] }
+
+        incomplete = submission.submitters.where(completed_at: nil)
+        incomplete = incomplete.where.not(uuid: viewer_uuids) if viewer_uuids.present?
+
+        !incomplete.exists? &&
+          submitter.completed_at == submission.submitters.maximum(:completed_at)
+      end
 
     Submissions::EnsureResultGenerated.call(submitter)
 
-    if is_all_completed && submitter.completed_at == submitter.submission.submitters.maximum(:completed_at)
+    if is_last
-      if submitter.submission.account.account_configs.exists?(key: AccountConfig::COMBINE_PDF_RESULT_KEY, value: true)
+      if submission.account.account_configs.exists?(key: AccountConfig::COMBINE_PDF_RESULT_KEY, value: true)
         Submissions::EnsureCombinedGenerated.call(submitter)
       end
 
-      Submissions::EnsureAuditGenerated.call(submitter.submission)
+      Submissions::EnsureAuditGenerated.call(submission)
 
       enqueue_completed_emails(submitter)
     end
 
     create_completed_documents!(submitter)
 
-    if !is_all_completed && submitter.submission.submitters_order_preserved? && params['send_invitation_email'] != false
+    if !submission.completed_at && submission.submitters_order_preserved? && params['send_invitation_email'] != false &&
-      enqueue_next_submitter_request_notification(submitter)
+       Submission.exists?(id: submission.id, completed_at: nil)
+      next_submitters = enqueue_next_submitter_request_notification(submitter)
+
+      enqueue_next_submitter_viewer_notification(submission, next_submitters) unless is_last
     end
 
-    enqueue_completed_webhooks(submitter, is_all_completed:)
+    enqueue_completed_webhooks(submitter, is_last:)
   end
 
   def create_completed_submitter!(submitter)
@@ -77,7 +92,7 @@ class ProcessSubmitterCompletionJob
     end
   end
 
-  def enqueue_completed_webhooks(submitter, is_all_completed: false)
+  def enqueue_completed_webhooks(submitter, is_last: false)
     event_uuids = {}
 
     WebhookUrls.for_account_id(submitter.account_id, %w[form.completed submission.completed]).each do |webhook|
@@ -89,7 +104,7 @@ class ProcessSubmitterCompletionJob
                                                          'webhook_url_id' => webhook.id)
       end
 
-      next unless webhook.events.include?('submission.completed') && is_all_completed
+      next unless webhook.events.include?('submission.completed') && is_last
 
       event_uuids['submission.completed'] ||= SecureRandom.uuid
 
@@ -137,7 +152,7 @@ class ProcessSubmitterCompletionJob
     return if configs.value['enabled'] == false
 
     to = submitter.submission.submitters.reject { |e| e.preferences['send_email'] == false }
-                  .sort_by(&:completed_at).select(&:email?).map(&:friendly_name)
+                  .sort_by { |e| e.completed_at || Time.current }.select(&:email?).map(&:friendly_name)
 
     return if to.blank?
 
@@ -157,9 +172,9 @@ class ProcessSubmitterCompletionJob
     bcc.to_s.scan(User::EMAIL_REGEXP)
   end
 
-  def enqueue_next_submitter_request_notification(submitter)
+  def enqueue_next_submitter_request_notification(submitter) # rubocop:disable Metrics/PerceivedComplexity
     submission = submitter.submission
-    submitters_index = submission.submitters.index_by(&:uuid)
+    submitters_index = submission.submitters.reject(&:viewer?).index_by(&:uuid)
 
     next_submitter_items =
       if submission.template_submitters.any? { |s| s['order'] }
@@ -188,5 +203,43 @@ class ProcessSubmitterCompletionJob
     next_submitters = submitters_index.values_at(*Array.wrap(next_submitter_items).pluck('uuid')).compact
 
     Submitters.send_signature_requests(next_submitters)
+
+    next_submitters
+  end
+
+  def enqueue_next_submitter_viewer_notification(submission, next_submitters)
+    viewers = submission.submitters.select(&:viewer?)
+
+    return [] if viewers.blank?
+
+    next_submitter_uuids = next_submitters.to_set(&:uuid)
+    viewers_index = viewers.index_by(&:uuid)
+
+    next_viewers =
+      if submission.template_submitters.any? { |s| s['order'] }
+        next_orders = submission.template_submitters
+                                .select { |s| next_submitter_uuids.include?(s['uuid']) }
+                                .pluck('order')
+
+        submission.template_submitters.filter_map do |s|
+          viewers_index[s['uuid']] if next_orders.include?(s['order'])
+        end
+      else
+        preceding_submitter_uuid = nil
+
+        submission.template_submitters.filter_map do |template_submitter|
+          viewer = viewers_index[template_submitter['uuid']]
+
+          if viewer
+            viewer if next_submitter_uuids.include?(preceding_submitter_uuid)
+          else
+            preceding_submitter_uuid = template_submitter['uuid']
+
+            nil
+          end
+        end
+      end
+
+    Submitters.send_signature_requests(next_viewers)
   end
 end

app/jobs/send_submitter_invitation_email_job.rb

@@ -19,7 +19,12 @@ class SendSubmitterInvitationEmailJob
       return
     end
 
-    mail = SubmitterMailer.invitation_email(submitter)
+    mail =
+      if submitter.viewer?
+        SubmitterMailer.invitation_view_email(submitter)
+      else
+        SubmitterMailer.invitation_email(submitter)
+      end
 
     Submitters::ValidateSending.call(submitter, mail)
 

app/mailers/submitter_mailer.rb

@@ -16,7 +16,7 @@ class SubmitterMailer < ApplicationMailer
 
     template_submitters_index = @email_message.blank? ? build_submitter_preferences_index(@submitter) : {}
 
-    @body = @email_message&.body.presence ||
+    @body = @email_message&.normalized_body.presence ||
             template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence ||
             @submitter.template&.preferences&.dig('request_email_body').presence
 
@@ -45,6 +45,45 @@ class SubmitterMailer < ApplicationMailer
     end
   end
 
+  def invitation_view_email(submitter)
+    @current_account = submitter.submission.account
+    @submitter = submitter
+
+    if submitter.preferences['email_message_uuid']
+      @email_message = submitter.account.email_messages.find_by(uuid: submitter.preferences['email_message_uuid'])
+    end
+
+    template_submitters_index = @email_message.blank? ? build_submitter_preferences_index(@submitter) : {}
+
+    @body = @email_message&.normalized_body.presence ||
+            @submitter.template&.preferences&.dig('invitation_view_email_body').presence ||
+            template_submitters_index.dig(@submitter.uuid, 'request_email_body').presence
+
+    @subject = @email_message&.subject.presence ||
+               @submitter.template&.preferences&.dig('invitation_view_email_subject').presence ||
+               template_submitters_index.dig(@submitter.uuid, 'request_email_subject').presence
+
+    @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY)
+    @body ||= fetch_config_email_body(@email_config, @submitter)
+
+    assign_message_metadata('submitter_view_invitation', @submitter)
+
+    reply_to = build_submitter_reply_to(@submitter, email_config: @email_config)
+
+    maybe_set_custom_domain(@submitter)
+
+    I18n.with_locale(@current_account.locale) do
+      subject = build_invite_subject(@subject, @email_config, submitter)
+
+      mail(
+        to: @submitter.friendly_name,
+        from: from_address_for_submitter(submitter),
+        subject:,
+        reply_to:
+      )
+    end
+  end
+
   def completed_email(submitter, user, to: nil)
     @current_account = submitter.submission.account
     @submitter = submitter
@@ -53,8 +92,6 @@ class SubmitterMailer < ApplicationMailer
 
     template_preferences = @submission.template&.preferences || {}
 
-    Submissions::EnsureResultGenerated.call(submitter)
-
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY)
 
     add_completed_email_attachments!(
@@ -97,7 +134,7 @@ class SubmitterMailer < ApplicationMailer
            to: user.role == 'integration' ? user.friendly_name.sub(/\+\w+@/, '@') : user.friendly_name,
            reply_to: @submitter.friendly_name,
            subject: I18n.t(:name_declined_by_submitter,
-                           name: (@submission.name || @submission.template.name).truncate(20),
+                           name: (@submission.name || @submission.template&.name).to_s.truncate(20),
                            submitter: @submitter.name || @submitter.email || @submitter.phone))
     end
   end
@@ -109,8 +146,6 @@ class SubmitterMailer < ApplicationMailer
 
     template_preferences = @submitter.template&.preferences || {}
 
-    Submissions::EnsureResultGenerated.call(@submitter)
-
     @email_config = AccountConfigs.find_for_account(@current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY)
 
     add_completed_email_attachments!(
@@ -144,6 +179,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def otp_verification_email(submitter, locale: nil)
+    @current_account = submitter.account
     @submitter = submitter
     @otp_code = EmailVerificationCodes.generate([submitter.email.downcase.strip, submitter.slug].join(':'))
 
@@ -171,7 +207,7 @@ class SubmitterMailer < ApplicationMailer
   end
 
   def add_completed_email_attachments!(submitter, with_audit_log: true, with_documents: true)
-    documents = with_documents ? Submitters.select_attachments_for_download(submitter) : []
+    documents = with_documents ? select_completed_documents(submitter) : []
 
     filename_format = AccountConfig.find_or_initialize_by(account_id: submitter.account_id,
                                                           key: AccountConfig::DOCUMENT_FILENAME_FORMAT_KEY)&.value
@@ -215,6 +251,8 @@ class SubmitterMailer < ApplicationMailer
   def build_invite_subject(subject, email_config, submitter)
     if email_config || subject
       ReplaceEmailVariables.call(subject || email_config.value['subject'], submitter:)
+    elsif submitter.viewer?
+      I18n.t(:you_are_invited_to_view_a_document)
     elsif submitter.with_signature_fields?
       I18n.t(:you_are_invited_to_sign_a_document)
     else
@@ -226,6 +264,14 @@ class SubmitterMailer < ApplicationMailer
     submitter.template&.preferences&.dig('submitters').to_a.index_by { |e| e['uuid'] }
   end
 
+  def select_completed_documents(submitter)
+    last_submitter = Submitter.where(submission_id: submitter.submission_id).completed.order(:completed_at).last
+
+    Submissions::EnsureResultGenerated.call(last_submitter)
+
+    Submitters.select_attachments_for_download(last_submitter)
+  end
+
   def add_attachments_with_size_limit(submitter, storage_attachments, current_size, filename_format = nil)
     total_size = current_size
 

app/models/account.rb

@@ -24,6 +24,7 @@ class Account < ApplicationRecord
   has_many :encrypted_configs, dependent: :destroy
   has_many :account_configs, dependent: :destroy
   has_many :email_messages, dependent: :destroy
+  has_many :email_message_assets, dependent: :destroy
   has_many :templates, dependent: :destroy
   has_many :template_folders, dependent: :destroy
   has_one :default_template_folder, -> { where(name: TemplateFolder::DEFAULT_NAME) },

app/models/account_config.rb

@@ -22,6 +22,7 @@
 #
 class AccountConfig < ApplicationRecord
   SUBMITTER_INVITATION_EMAIL_KEY = 'submitter_invitation_email'
+  SUBMITTER_VIEW_INVITATION_EMAIL_KEY = 'submitter_view_invitation_email'
   SUBMITTER_INVITATION_REMINDER_EMAIL_KEY = 'submitter_invitation_reminder_email'
   SUBMITTER_COMPLETED_EMAIL_KEY = 'submitter_completed_email'
   SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY = 'submitter_documents_copy_email'
@@ -47,6 +48,7 @@ class AccountConfig < ApplicationRecord
   WITH_SIGNATURE_ID = 'with_signature_id'
   WITH_FILE_LINKS_KEY = 'with_file_links'
   WITH_SIGNATURE_ID_REASON_KEY = 'with_signature_id_reason'
+  WITH_SIGNATURE_ID_COMPLETED_AT_KEY = 'with_signature_id_completed_at'
   RECIPIENT_FORM_FIELDS_KEY = 'recipient_form_fields'
   WITH_AUDIT_VALUES_KEY = 'with_audit_values'
   WITH_AUDIT_SENDER_KEY = 'with_audit_sender'
@@ -58,11 +60,13 @@ class AccountConfig < ApplicationRecord
   COMBINE_PDF_RESULT_KEY = 'combine_pdf_result_key'
   DOCUMENT_FILENAME_FORMAT_KEY = 'document_filename_format'
   TEMPLATE_CUSTOM_FIELDS_KEY = 'template_custom_fields'
+  TEMPLATE_DATE_FORMATS_KEY = 'template_date_formats'
   POLICY_LINKS_KEY = 'policy_links'
   ENABLE_MCP_KEY = 'enable_mcp'
 
   EMAIL_VARIABLES = {
     SUBMITTER_INVITATION_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,
+    SUBMITTER_VIEW_INVITATION_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,
     SUBMITTER_COMPLETED_EMAIL_KEY => %w[template.name submission.submitters submission.link].freeze,
     SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,
     SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY => %w[template.name documents.link account.name].freeze
@@ -75,6 +79,12 @@ class AccountConfig < ApplicationRecord
         'body' => I18n.t(:submitter_invitation_email_sign_body)
       }
     },
+    SUBMITTER_VIEW_INVITATION_EMAIL_KEY => lambda {
+      {
+        'subject' => I18n.t(:you_are_invited_to_view_a_document),
+        'body' => I18n.t(:submitter_invitation_email_view_body)
+      }
+    },
     SUBMITTER_INVITATION_REMINDER_EMAIL_KEY => lambda {
       {
         'subject' => I18n.t(:you_are_invited_to_sign_a_document),

app/models/email_message.rb

@@ -33,6 +33,15 @@ class EmailMessage < ApplicationRecord
 
   before_validation :set_sha1, on: :create
 
+  def normalized_body
+    @normalized_body ||=
+      if body&.include?(EmailMessages::ASSET_PREFIX)
+        EmailMessages.rebuild_body_with_assets(account_id, body)
+      else
+        body
+      end
+  end
+
   def set_sha1
     self.sha1 = Digest::SHA1.hexdigest({ subject:, body: }.to_json)
   end

app/models/email_message_asset.rb

@@ -0,0 +1,30 @@
+# frozen_string_literal: true
+
+# == Schema Information
+#
+# Table name: email_message_assets
+#
+#  id         :bigint           not null, primary key
+#  data       :text             not null
+#  sha1       :string           not null
+#  created_at :datetime         not null
+#  updated_at :datetime         not null
+#  account_id :bigint           not null
+#
+# Indexes
+#
+#  index_email_message_assets_on_account_id_and_sha1  (account_id,sha1) UNIQUE
+#
+# Foreign Keys
+#
+#  fk_rails_...  (account_id => accounts.id)
+#
+class EmailMessageAsset < ApplicationRecord
+  belongs_to :account
+
+  before_validation :set_sha1, on: :create
+
+  def set_sha1
+    self.sha1 = Digest::SHA1.hexdigest(data.to_s)
+  end
+end

app/models/submission.rb

@@ -6,6 +6,7 @@
 #
 #  id                  :bigint           not null, primary key
 #  archived_at         :datetime
+#  completed_at        :datetime
 #  expire_at           :datetime
 #  name                :text
 #  preferences         :text             not null
@@ -25,9 +26,12 @@
 #
 # Indexes
 #
+#  index_submissions_on_account_id_and_completed_at                 (account_id,completed_at) WHERE ((completed_at IS NOT NULL) AND (archived_at IS NULL))
 #  index_submissions_on_account_id_and_id                           (account_id,id)
+#  index_submissions_on_account_id_and_id_pending                   (account_id,id) WHERE ((completed_at IS NULL) AND (archived_at IS NULL))
 #  index_submissions_on_account_id_and_template_id_and_id           (account_id,template_id,id) WHERE (archived_at IS NULL)
 #  index_submissions_on_account_id_and_template_id_and_id_archived  (account_id,template_id,id) WHERE (archived_at IS NOT NULL)
+#  index_submissions_on_created_at                                  (created_at)
 #  index_submissions_on_created_by_user_id                          (created_by_user_id)
 #  index_submissions_on_slug                                        (slug) UNIQUE
 #  index_submissions_on_template_id                                 (template_id)
@@ -88,23 +92,18 @@ class Submission < ApplicationRecord
 
   scope :active, -> { where(archived_at: nil) }
   scope :archived, -> { where.not(archived_at: nil) }
-  scope :pending, lambda {
+  scope :non_expired, -> { where(expire_at: nil).or(where(expire_at: Time.current..)) }
-    where(expire_at: nil).or(where(expire_at: Time.current..))
+  scope :pending, -> { non_expired.where(completed_at: nil) }
-                         .where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
+  scope :completed, -> { where.not(completed_at: nil) }
-                                         .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
-  }
-  scope :completed, lambda {
-    where.not(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
-     .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
-  }
   scope :declined, lambda {
-    where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
+    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)
+                   .where.not(declined_at: nil).limit(1).arel.exists)
   }
-  scope :expired, lambda {
+  scope :expired, -> { where(expire_at: ..Time.current).where(completed_at: nil) }
-    where(expire_at: ..Time.current)
+
-      .where(Submitter.where(Submitter.arel_table[:submission_id].eq(Submission.arel_table[:id])
+  scope :select_for_list, lambda {
-                      .and(Submitter.arel_table[:completed_at].eq(nil))).select(1).arel.exists)
+    select(:id, :name, :created_by_user_id, :account_id, :completed_at,
+           :created_at, :archived_at, :expire_at, :template_id, :template_submitters)
   }
 
   enum :source, {

app/models/submitter.rb

@@ -28,8 +28,8 @@
 #
 # Indexes
 #
+#  index_submitters_on_account_id_and_completed_at  (account_id,completed_at) WHERE (completed_at IS NOT NULL)
 #  index_submitters_on_account_id_and_id            (account_id,id)
-#  index_submitters_on_completed_at_and_account_id  (completed_at,account_id)
 #  index_submitters_on_email                        (email)
 #  index_submitters_on_external_id                  (external_id)
 #  index_submitters_on_slug                         (slug) UNIQUE
@@ -116,6 +116,12 @@ class Submitter < ApplicationRecord
     end
   end
 
+  def viewer?
+    return false if submission.template_submitters.blank?
+
+    submission.template_submitters.any? { |s| s['uuid'] == uuid && s['is_viewer'] }
+  end
+
   private
 
   def anonymize_email_events

app/models/template.rb

@@ -81,6 +81,8 @@ class Template < ApplicationRecord
   scope :active, -> { where(archived_at: nil) }
   scope :archived, -> { where.not(archived_at: nil) }
 
+  scope :select_for_list, -> { select(:id, :name, :author_id, :account_id, :created_at, :archived_at, :folder_id) }
+
   def application_key
     external_id
   end

app/views/email_smtp_settings/index.html.erb

@@ -57,6 +57,11 @@
         <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
       </div>
     <% end %>
+    <% if Docuseal.multitenant? && @encrypted_config.persisted? %>
+      <div class="flex justify-center pt-2">
+        <%= button_to t('reset_default'), settings_email_path(@encrypted_config), method: :delete, class: 'link', data: { turbo_confirm: t('are_you_sure_') } %>
+      </div>
+    <% end %>
   </div>
   <div class="w-0 md:w-52"></div>
 </div>

app/views/icons/_file_check.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M14 3v4a1 1 0 0 0 1 1h4" />
+  <path d="M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2" />
+  <path d="M9 15l2 2l4 -4" />
+</svg>

app/views/icons/_file_unknown.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M14 3v4a1 1 0 0 0 1 1h4" />
+  <path d="M17 21h-10a2 2 0 0 1 -2 -2v-14a2 2 0 0 1 2 -2h7l5 5v11a2 2 0 0 1 -2 2" />
+  <path d="M12 17v.01" />
+  <path d="M12 14a1.5 1.5 0 1 0 -1.14 -2.474" />
+</svg>

app/views/icons/_folder_star.html.erb

@@ -0,0 +1,5 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
+  <path d="M10 19h-5a2 2 0 0 1 -2 -2v-11a2 2 0 0 1 2 -2h4l3 3h7a2 2 0 0 1 2 2v2.5"></path>
+  <path d="M17.8 20.817l-2.172 1.138a.392 .392 0 0 1 -.568 -.41l.415 -2.411l-1.757 -1.707a.389 .389 0 0 1 .217 -.665l2.428 -.352l1.086 -2.193a.392 .392 0 0 1 .702 0l1.086 2.193l2.428 .352a.39 .39 0 0 1 .217 .665l-1.757 1.707l.414 2.41a.39 .39 0 0 1 -.567 .411l-2.172 -1.138"></path>
+</svg>

app/views/icons/_folder_up.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none"></path>
+  <path d="M12 19h-7a2 2 0 0 1 -2 -2v-11a2 2 0 0 1 2 -2h4l3 3h7a2 2 0 0 1 2 2v3.5"></path>
+  <path d="M19 22v-6"></path>
+  <path d="M22 19l-3 -3l-3 3"></path>
+</svg>

app/views/icons/_message.html.erb

@@ -0,0 +1,6 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M8 9h8" />
+  <path d="M8 13h6" />
+  <path d="M18 4a3 3 0 0 1 3 3v8a3 3 0 0 1 -3 3h-5l-5 3v-3h-2a3 3 0 0 1 -3 -3v-8a3 3 0 0 1 3 -3h12" />
+</svg>

app/views/icons/_writing_off.html.erb

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" class="<%= local_assigns[:class] %>" width="44" height="44" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor" fill="none" stroke-linecap="round" stroke-linejoin="round">
+  <path stroke="none" d="M0 0h24v24H0z" fill="none" />
+  <path d="M16 7h4" />
+  <path d="M16 16v1l2 2l.5 -.5m1.5 -2.5v-11c0 -1.121 -.879 -2 -2 -2s-2 .879 -2 2v7" />
+  <path d="M18 19h-13a2 2 0 1 1 0 -4h4a2 2 0 1 0 0 -4h-3" />
+  <path d="M3 3l18 18" />
+</svg>

app/views/personalization_settings/_editor_toolbar.html.erb

@@ -0,0 +1,53 @@
+<div class="flex items-center px-2 py-2 border-b" style="height: 42px;">
+  <div class="flex items-center gap-1">
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('bold') %> (Ctrl+B)">
+      <button type="button" data-action="click:<%= editor_tag %>#bold" data-target="<%= editor_tag %>.boldButton" aria-label="<%= t('bold') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('bold', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('italic') %> (Ctrl+I)">
+      <button type="button" data-action="click:<%= editor_tag %>#italic" data-target="<%= editor_tag %>.italicButton" aria-label="<%= t('italic') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('italic', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('underline') %> (Ctrl+U)">
+      <button type="button" data-action="click:<%= editor_tag %>#underline" data-target="<%= editor_tag %>.underlineButton" aria-label="<%= t('underline') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('underline', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('link') %> (Ctrl+K)">
+      <button type="button" data-action="click:<%= editor_tag %>#linkSelection" data-target="<%= editor_tag %>.linkButton" aria-label="<%= t('link') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('link', class: 'w-4 h-4') %>
+      </button>
+    </div>
+  </div>
+  <div class="mx-2 h-5 border-l border-base-content/20"></div>
+  <div class="flex items-center gap-1">
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('undo') %> (Ctrl+Z)">
+      <button type="button" data-action="click:<%= editor_tag %>#undo" data-target="<%= editor_tag %>.undoButton" aria-label="<%= t('undo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('arrow_back_up', class: 'w-4 h-4') %>
+      </button>
+    </div>
+    <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('redo') %> (Ctrl+Shift+Z)">
+      <button type="button" data-action="click:<%= editor_tag %>#redo" data-target="<%= editor_tag %>.redoButton" aria-label="<%= t('redo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
+        <%= svg_icon('arrow_forward_up', class: 'w-4 h-4') %>
+      </button>
+    </div>
+  </div>
+  <% if local_assigns[:variables]&.any? %>
+    <% variable_labels = { 'account.name' => t('variables.account_name'), 'submitter.link' => t('variables.submitter_link'), 'template.name' => t('variables.template_name'), 'submission.submitters' => t('variables.submission_submitters'), 'submission.link' => t('variables.submission_link'), 'documents.link' => t('variables.documents_link') } %>
+    <div class="dropdown dropdown-end ml-auto">
+      <label tabindex="0" class="flex items-center gap-1 text-sm px-2 py-1 rounded hover:bg-base-200 cursor-pointer">
+        <%= t('add_variable') %>
+        <%= svg_icon('chevron_down', class: 'w-3.5 h-3.5') %>
+      </label>
+      <div tabindex="0" class="dropdown-content right-0 top-full mt-1 p-1 bg-white border border-neutral-200 rounded-lg shadow-lg z-50">
+        <% local_assigns[:variables]&.each do |variable| %>
+          <button type="button" data-variable="<%= variable %>" data-action="click:<%= editor_tag %>#insertVariable" class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 text-left text-sm cursor-pointer whitespace-nowrap">
+            <%= variable_labels.fetch(variable, "{#{variable}}") %>
+          </button>
+        <% end %>
+      </div>
+    </div>
+  <% end %>
+</div>

app/views/personalization_settings/_email_body_editor.html.erb

@@ -0,0 +1 @@
+<%= render 'personalization_settings/markdown_editor', name:, value:, variables: local_assigns[:variables] %>

app/views/personalization_settings/_markdown_editor.html.erb

@@ -1,76 +1,18 @@
-<% if value.to_s.start_with?('<html') %>
+<markdown-editor>
-  <autoresize-textarea>
+  <template data-target="markdown-editor.linkTooltipTemplate">
-    <%= text_area_tag name, value, required: true, class: 'base-input w-full py-2 !rounded-2xl', dir: 'auto', style: 'max-height: 400px' %>
+    <div class="hidden absolute flex bg-white border border-base-300 rounded-xl shadow p-1 gap-1 items-center z-50" contenteditable="false">
-  </autoresize-textarea>
+      <input type="text" placeholder="<%= t('enter_a_url_or_variable_name') %>" class="rounded-lg border border-base-300 px-2 py-1 text-sm outline-none" style="field-sizing: content; min-width: 205px; max-width: 320px;" autocomplete="off">
-<% else %>
+      <button type="button" data-role="link-save" class="flex items-center px-1 w-6 h-6 rounded hover:bg-success/10 cursor-pointer">
-  <markdown-editor>
+        <%= svg_icon('check', class: 'w-4 h-4 text-success') %>
-    <template data-target="markdown-editor.linkTooltipTemplate">
+      </button>
-      <div class="hidden absolute flex bg-white border border-base-300 rounded-xl shadow p-1 gap-1 items-center z-50" contenteditable="false">
+      <button type="button" data-role="link-remove" class="flex items-center px-1 w-6 h-6 rounded hover:bg-error/10 cursor-pointer">
-        <input type="text" placeholder="<%= t('enter_a_url_or_variable_name') %>" class="rounded-lg border border-base-300 px-2 py-1 text-sm outline-none" style="field-sizing: content; min-width: 205px; max-width: 320px;" autocomplete="off">
+        <%= svg_icon('x', class: 'w-4 h-4 text-error') %>
-        <button type="button" data-role="link-save" class="flex items-center px-1 w-6 h-6 rounded hover:bg-success/10 cursor-pointer">
+      </button>
-          <%= svg_icon('check', class: 'w-4 h-4 text-success') %>
-        </button>
-        <button type="button" data-role="link-remove" class="flex items-center px-1 w-6 h-6 rounded hover:bg-error/10 cursor-pointer">
-          <%= svg_icon('x', class: 'w-4 h-4 text-error') %>
-        </button>
-      </div>
-    </template>
-    <div class="border border-base-content/20 rounded-2xl bg-white">
-      <div class="flex items-center px-2 py-2 border-b" style="height: 42px;">
-        <div class="flex items-center gap-1">
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('bold') %> (Ctrl+B)">
-            <button type="button" data-action="click:markdown-editor#bold" data-target="markdown-editor.boldButton" aria-label="<%= t('bold') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('bold', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('italic') %> (Ctrl+I)">
-            <button type="button" data-action="click:markdown-editor#italic" data-target="markdown-editor.italicButton" aria-label="<%= t('italic') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('italic', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('underline') %> (Ctrl+U)">
-            <button type="button" data-action="click:markdown-editor#underline" data-target="markdown-editor.underlineButton" aria-label="<%= t('underline') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('underline', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('link') %> (Ctrl+K)">
-            <button type="button" data-action="click:markdown-editor#linkSelection" data-target="markdown-editor.linkButton" aria-label="<%= t('link') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('link', class: 'w-4 h-4') %>
-            </button>
-          </div>
-        </div>
-        <div class="mx-2 h-5 border-l border-base-content/20"></div>
-        <div class="flex items-center gap-1">
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('undo') %> (Ctrl+Z)">
-            <button type="button" data-action="click:markdown-editor#undo" data-target="markdown-editor.undoButton" aria-label="<%= t('undo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('arrow_back_up', class: 'w-4 h-4') %>
-            </button>
-          </div>
-          <div class="tooltip tooltip-top before:text-xs" data-tip="<%= t('redo') %> (Ctrl+Shift+Z)">
-            <button type="button" data-action="click:markdown-editor#redo" data-target="markdown-editor.redoButton" aria-label="<%= t('redo') %>" class="flex items-center px-1 w-6 h-6 rounded hover:bg-base-300">
-              <%= svg_icon('arrow_forward_up', class: 'w-4 h-4') %>
-            </button>
-          </div>
-        </div>
-        <% if local_assigns[:variables]&.any? %>
-          <% variable_labels = { 'account.name' => t('variables.account_name'), 'submitter.link' => t('variables.submitter_link'), 'template.name' => t('variables.template_name'), 'submission.submitters' => t('variables.submission_submitters'), 'submission.link' => t('variables.submission_link'), 'documents.link' => t('variables.documents_link') } %>
-          <div class="dropdown dropdown-end ml-auto">
-            <label tabindex="0" class="flex items-center gap-1 text-sm px-2 py-1 rounded hover:bg-base-200 cursor-pointer">
-              <%= t('add_variable') %>
-              <%= svg_icon('chevron_down', class: 'w-3.5 h-3.5') %>
-            </label>
-            <div tabindex="0" class="dropdown-content right-0 top-full mt-1 p-1 bg-white border border-neutral-200 rounded-lg shadow-lg z-50">
-              <% local_assigns[:variables]&.each do |variable| %>
-                <button type="button" data-variable="<%= variable %>" data-action="click:markdown-editor#insertVariable" class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 text-left text-sm cursor-pointer whitespace-nowrap">
-                  <%= variable_labels.fetch(variable, "{#{variable}}") %>
-                </button>
-              <% end %>
-            </div>
-          </div>
-        <% end %>
-      </div>
-      <div data-target="markdown-editor.editorElement"></div>
     </div>
-    <%= hidden_field_tag name, value, required: true, data: { target: 'markdown-editor.textarea' } %>
+  </template>
-  </markdown-editor>
+  <div class="border border-base-content/20 rounded-2xl bg-white">
-<% end %>
+    <%= render 'personalization_settings/editor_toolbar', editor_tag: 'markdown-editor', variables: local_assigns[:variables] %>
+    <div data-target="markdown-editor.editorElement"></div>
+  </div>
+  <%= hidden_field_tag name, value, required: true, data: { target: 'markdown-editor.textarea' } %>
+</markdown-editor>

app/views/profile/index.html.erb

@@ -70,7 +70,7 @@
           <div class="form-control">
             <%= f.label :current_password, t('current_password'), class: 'label' %>
             <%= f.password_field :current_password, autocomplete: 'current-password', class: 'base-input' %>
-            <% if Accounts.can_send_emails?(current_account) %>
+            <% if Docuseal.multitenant? || Accounts.can_send_emails?(current_account) %>
               <span class="label-text-alt mt-1">
                 <%= t('dont_remember_your_current_password_click_here_to_reset_it_html') %>
               </span>

app/views/shared/_email_attribution.html.erb

@@ -4,7 +4,9 @@
 <p>
   <% if @current_account&.testing? %>
     <%= t('sent_using_product_name_in_testing_mode_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/start", product_name: Docuseal.product_name) %>
-  <% else %>
+  <% elsif Docuseal.multitenant? %>
     <%= t('sent_using_product_name_free_document_signing_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/start", product_name: Docuseal.product_name) %>
+  <% else %>
+    <%= t('sent_using_product_name_open_source_software_html', product_url: "#{Docuseal::PRODUCT_EMAIL_URL}/open", product_name: Docuseal.product_name) %>
   <% end %>
 </p>

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>17k</span>
+    <span>18k</span>
   </span>
 </a>

app/views/shared/_navbar.html.erb

@@ -71,10 +71,11 @@
             <% end %>
           <% end %>
           <li>
-            <%= button_to destroy_user_session_path, method: :delete, data: { turbo: false }, class: 'flex items-center' do %>
+            <button form="destroy_user_session_form">
-              <%= svg_icon('logout', class: 'w-5 h-5 flex-shrink-0 stroke-2 mr-2 inline') %>
+              <%= svg_icon('logout', class: 'w-5 h-5 flex-shrink-0 stroke-2 inline') %>
-              <span class="mr-1 whitespace-nowrap"><%= t('sign_out') %></span>
+              <span class="whitespace-nowrap"><%= t('sign_out') %></span>
-            <% end %>
+            </button>
+            <%= button_to '', destroy_user_session_path, method: :delete, form: { id: 'destroy_user_session_form', data: { turbo: false } }, form_class: 'hidden' %>
           </li>
         </ul>
       </div>

app/views/shared/_search_input.html.erb

@@ -1,9 +1,12 @@
-<form action="<%= url_for %>" method="get" class="items-center flex">
+<form action="<%= url_for %>" method="get" class="items-center flex max-md:focus-within:flex-1 <%= 'max-md:flex-1' if params[:q].present? %>">
   <% Submissions::Filter::ALLOWED_PARAMS.each do |key| %>
     <% if params[key].present? %>
       <input name="<%= key %>" value="<%= params[key] %>" class="hidden">
     <% end %>
   <% end %>
+  <% if params[:archived].present? %>
+    <input name="archived" value="<%= params[:archived] %>" class="hidden">
+  <% end %>
   <% if params[:q].present? %>
     <div class="relative">
       <a href="<%= url_for(params: request.query_parameters.except('q')) %>" title="<%= t('clear') %>" class="absolute inset-y-0 left-0 pl-3 flex items-center pointer-events-auto text-neutral text-2xl font-extralight">
@@ -11,8 +14,8 @@
       </a>
     </div>
   <% end %>
-  <search-input data-title="<%= local_assigns[:title_selector] || 'h1' %>" class="flex items-center">
+  <search-input class="group flex items-center max-md:focus-within:flex-1 <%= 'max-md:flex-1' if params[:q].present? %>">
-    <input id="search" name="q" value="<%= params[:q] %>" class="input text-lg pr-10 -mr-12 w-0 md:w-60 <%= 'pl-8 input-outlined w-60' if params[:q].present? %>" placeholder="<%= local_assigns[:placeholder] %>">
+    <input id="search" name="q" value="<%= params[:q] %>" enterkeyhint="search" class="input text-lg pr-10 -mr-12 w-0 md:w-60 max-md:group-focus-within:w-full <%= 'pl-8 input-outlined max-md:w-full' if params[:q].present? %>" placeholder="<%= local_assigns[:placeholder] %>">
     <button type="submit" title="<%= t('search') %>" class="btn btn-ghost btn-circle">
       <span class="enabled">
         <%= svg_icon('search', class: 'w-6 h-6 stroke-2') %>

app/views/shared/_settings_nav.html.erb

@@ -12,12 +12,12 @@
       <li>
         <%= link_to t('account'), settings_account_path, class: 'text-base hover:bg-base-300' %>
       </li>
+      <% if (!Docuseal.multitenant? || EncryptedConfig.exists?(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) && can?(:read, EncryptedConfig.new(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) && ENV['SMTP_ADDRESS'].blank? && true_user == current_user %>
+        <li>
+          <%= link_to t('email'), settings_email_index_path, class: 'text-base hover:bg-base-300' %>
+        </li>
+      <% end %>
       <% unless Docuseal.multitenant? %>
-        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::EMAIL_SMTP_KEY, account: current_account)) && ENV['SMTP_ADDRESS'].blank? && true_user == current_user %>
-          <li>
-            <%= link_to t('email'), settings_email_index_path, class: 'text-base hover:bg-base-300' %>
-          </li>
-        <% end %>
         <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::FILES_STORAGE_KEY, account: current_account)) && true_user == current_user && ENV['S3_ATTACHMENTS_BUCKET'].blank? && ENV['GCS_BUCKET'].blank? && ENV['AZURE_CONTAINER'].blank? %>
           <li>
             <%= link_to t('storage'), settings_storage_index_path, class: 'text-base hover:bg-base-300' %>
@@ -132,7 +132,7 @@
         <%= capture do %>
           <div class="tooltip" data-tip="<%= t('ai_assistant') %>">
             <a href="<%= Docuseal::CHATGPT_URL %>" target="_blank" class="btn btn-circle btn-primary btn-md">
-              <%= svg_icon('brand_openai', class: 'w-8 h-8') %>
+              <%= svg_icon('message', class: 'w-8 h-8') %>
             </a>
           </div>
         <% end %>

app/views/start_form/completed.html.erb

@@ -10,7 +10,7 @@
             <%= svg_icon('writing_sign', class: 'w-10 h-10') %>
           </div>
           <div>
-            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.template.name %></p>
+            <p dir="auto" class="text-lg font-bold mb-1"><%= @submitter.submission.template&.name %></p>
             <p dir="auto" class="text-sm">
               <%= t(@submitter.with_signature_fields? ? 'signed_on_time' : 'completed_on_time', time: l(@submitter.completed_at.to_date, format: :long)) %>
             </p>

app/views/submissions/_detailed_form.html.erb

@@ -91,8 +91,8 @@
   </dynamic-list>
   <%= local_assigns[:variables_form] %>
   <div>
-    <%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>
+    <%= render('submitters_order', f:, template:) if can_send_emails %>
-    <%= render 'send_email', f:, template: %>
+    <%= render 'send_email', f:, template:, can_send_emails:, viewer_submitter_uuids: local_assigns[:viewer_submitter_uuids] %>
     <% if has_phone_field %>
       <%= render 'send_sms', f: %>
     <% end %>

app/views/submissions/_email_form.html.erb

@@ -69,8 +69,8 @@
   <% end %>
   <%= local_assigns[:variables_form] %>
   <div>
-    <%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>
+    <%= render('submitters_order', f:, template:) if can_send_emails %>
-    <%= render 'send_email', f:, template: %>
+    <%= render 'send_email', f:, template:, can_send_emails:, viewer_submitter_uuids: local_assigns[:viewer_submitter_uuids] %>
     <%= render 'extra_fields', f: %>
   </div>
   <div class="form-control">

app/views/submissions/_phone_form.html.erb

@@ -56,7 +56,7 @@
   </dynamic-list>
   <%= local_assigns[:variables_form] %>
   <div>
-    <%= render('submitters_order', f:, template:) if Accounts.can_send_emails?(current_account) %>
+    <%= render 'submitters_order', f:, template: %>
     <%= render 'send_sms', f:, checked: true %>
     <%= render 'extra_phone_fields', f: %>
   </div>

app/views/submissions/_send_email_base.html.erb

@@ -2,15 +2,14 @@
 <% template_submitters = local_assigns[:submitter]&.submission&.template_submitters || template.submitters %>
 <% message_field_id = "message_field_#{SecureRandom.hex(3)}" %>
 <div class="form-control">
-  <% can_send_emails = Accounts.can_send_emails?(current_account) %>
   <div class="flex justify-between items-center">
     <%= f.label :send_email, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
       <%= f.check_box :send_email, id: uuid, class: 'base-checkbox', disabled: !can_send_emails || local_assigns[:disable_email], checked: can_send_emails && !local_assigns.key?(:resend_email) && !local_assigns[:disable_email] && template&.preferences&.dig('request_email_enabled') != false %>
       <span class="label"><%= local_assigns[:resend_email] ? t('re_send_email') : t('send_email') %></span>
     <% end %>
     <div>
+      <%= render 'submissions/email_stats' %>
       <% if can_send_emails %>
-        <%= render 'submissions/email_stats' %>
         <%= content_for(:edit_button) || capture do %>
           <toggle-visible data-element-ids="<%= [message_field_id].to_json %>" class="flex">
             <label>
@@ -39,26 +38,38 @@
   <% end %>
 </div>
 <% config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY) %>
+<% view_config = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_VIEW_INVITATION_EMAIL_KEY) %>
+<% config_body = (config.value['body_type'] == 'html' && config.value['html_body'].presence) || config.value['body'] %>
+<% view_template_subject = template&.preferences&.dig('invitation_view_email_subject').presence %>
+<% view_template_body = template&.preferences&.dig('invitation_view_email_body').presence %>
+<% default_subject = template&.preferences&.dig('request_email_subject').presence || config.value['subject'] %>
+<% default_body = template&.preferences&.dig('request_email_body').presence || config_body %>
+<% is_edit_viewer = local_assigns[:submitter] && local_assigns[:viewer_submitter_uuids].include?(local_assigns[:submitter].uuid) %>
 <div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
   <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template_submitters.size < 11 && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <% if local_assigns[:viewer_submitter_uuids].present? && local_assigns[:submitter].blank? %>
+      <% (template_submitters.pluck('uuid') - local_assigns[:viewer_submitter_uuids].to_a).each do |signer_uuid| %>
+        <%= hidden_field_tag 'email_message_submitter_uuids[]', signer_uuid %>
+      <% end %>
+    <% end %>
     <div class="peer-checked:hidden form-control space-y-2">
       <div class="form-control">
         <div class="flex justify-between">
           <%= f.label :subject, t('subject'), class: 'label' %>
-          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+          <% if template_submitters.size > 1 && template_submitters.size < 11 && local_assigns[:message_per_submitter] != false %>
             <label for="<%= toggle_uuid %>" class="label underline">
               <%= t('edit_per_party') %>
             </label>
           <% end %>
         </div>
-        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+        <%= f.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || (is_edit_viewer ? view_template_subject : nil) || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_subject').presence || (is_edit_viewer ? view_config.value['subject'] : default_subject), required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
       </div>
       <div class="form-control">
         <%= f.label :message, t('body'), class: 'label' %>
         <% body_variables = AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY] %>
-        <%= render 'personalization_settings/markdown_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
+        <%= render 'personalization_settings/email_body_editor', name: f.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || (is_edit_viewer ? view_template_body : nil) || submitter_preferences_index.dig(local_assigns[:submitter]&.uuid, 'request_email_body').presence || (is_edit_viewer ? view_config.value['body'] : default_body), variables: body_variables %>
-        <% unless local_assigns.fetch(:disable_save_as_default_template_option, false) %>
+        <% if !local_assigns.fetch(:disable_save_as_default_template_option, false) && config.value['body_type'] != 'html' %>
           <label for="<%= uuid = SecureRandom.uuid %>" class="flex items-center cursor-pointer">
             <%= check_box_tag :save_message, id: uuid, class: 'base-checkbox', checked: false %>
             <span class="label"><%= t('save_as_default_template_message') %></span>
@@ -67,32 +78,35 @@
       </div>
       <%= render 'submissions/message_fields' %>
     </div>
-    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+    <% if template_submitters.size > 1 && template_submitters.size < 11 && local_assigns[:message_per_submitter] != false %>
       <div class="hidden peer-checked:block form-control space-y-2">
         <% uuid = SecureRandom.uuid %>
         <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
         <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-          <ul class="tabs w-full flex flex-nowrap">
+          <ul class="tabs w-full min-w-0 flex flex-nowrap">
             <% options.each_with_index do |(label, val), index| %>
-              <div class="w-full">
+              <div class="w-full min-w-0 has-[:checked]:min-w-fit">
                 <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
+                <%= f.label :selected, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent !px-2' do %>
+                  <span class="truncate" title="<%= label %>"><%= label %></span>
+                <% end %>
               </div>
             <% end %>
           </ul>
         </toggle-visible>
         <% template_submitters.each_with_index do |submitter, index| %>
+          <% is_viewer = local_assigns[:viewer_submitter_uuids].include?(submitter['uuid']) %>
           <%= fields_for :submitter_preferences, nil, index: submitter['uuid'] do |ff| %>
             <div id="request_email_<%= uuid %>_<%= submitter['uuid'] %>" class="<%= 'hidden' if index != 0 %>">
               <div class="form-control">
                 <div class="flex justify-between">
                   <%= ff.label :subject, t('subject'), class: 'label' %>
                 </div>
-                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || template&.preferences&.dig('request_email_subject').presence || config.value['subject'], required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
+                <%= ff.text_field :subject, value: local_assigns[:submitter_email_message]&.subject.presence || (is_viewer ? view_template_subject : nil) || submitter_preferences_index.dig(submitter['uuid'], 'request_email_subject').presence || (is_viewer ? view_config.value['subject'] : default_subject), required: true, class: '!text-sm base-input w-full', dir: 'auto' %>
               </div>
               <div class="form-control">
                 <%= ff.label :message, t('body'), class: 'label' %>
-                <%= render 'personalization_settings/markdown_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.body.presence || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || template&.preferences&.dig('request_email_body').presence || config.value['body'], variables: body_variables %>
+                <%= render 'personalization_settings/email_body_editor', name: ff.field_name(:body), value: local_assigns[:submitter_email_message]&.normalized_body.presence || (is_viewer ? view_template_body : nil) || submitter_preferences_index.dig(submitter['uuid'], 'request_email_body').presence || (is_viewer ? view_config.value['body'] : default_body), variables: body_variables %>
               </div>
             </div>
           <% end %>

app/views/submissions/_submitters_order.html.erb

@@ -1,9 +1,11 @@
 <% if template.preferences['submitters_order'] == 'preserved' || template.submitters.any? { |s| s['order'] } || (template.submitters.size > 1 && template.fields.any? { |f| f['type'] == 'verification' }) %>
   <%= f.hidden_field :preserve_order, value: '1' %>
 <% elsif template.submitters.size > 1 %>
+  <% account_submissions = template.submissions.where(account_id: current_account.id) %>
+  <% last_submission = account_submissions.active.last || account_submissions.archived.last %>
   <div class="form-control">
     <%= f.label :preserve_order, for: uuid = SecureRandom.uuid, class: 'flex items-center cursor-pointer' do %>
-      <%= f.check_box :preserve_order, id: uuid, class: 'base-checkbox', checked: template.submissions.last&.submitters_order.in?(['preserved', nil]) %>
+      <%= f.check_box :preserve_order, id: uuid, class: 'base-checkbox', checked: last_submission&.submitters_order.in?(['preserved', nil]) %>
       <span class="label"><%= t('preserve_order') %></span>
       <span class="tooltip" data-tip="<%= t('when_checked_notifications_will_be_sent_to_the_second_party_once_the_form_is_completed_by_the_previous_party_uncheck_this_option_to_send_notifications_to_all_parties_simultaneously_right_away') %>">
         <%= svg_icon('info_circle', class: 'w-4 h-4') %>

app/views/submissions/_value.html.erb

@@ -29,7 +29,8 @@
           <div>
             <% timezone = local_assigns[:with_submitter_timezone] ? (submitter.timezone || local_assigns[:timezone]) : local_assigns[:timezone] %>
             <% time_format = local_assigns[:with_timestamp_seconds] ? :detailed : :long %>
-            <%= l(attachment.created_at.in_time_zone(timezone), format: time_format, locale: local_assigns[:locale]) %> <%= TimeUtils.timezone_abbr(timezone, attachment.created_at) %>
+            <% signature_timestamp = (local_assigns[:with_signature_id_completed_at] ? submitter.completed_at : nil) || attachment.created_at %>
+            <%= l(signature_timestamp.in_time_zone(timezone), format: time_format, locale: local_assigns[:locale]) %> <%= TimeUtils.timezone_abbr(timezone, signature_timestamp) %>
           </div>
         </div>
       <% end %>

app/views/submissions/new.html.erb

@@ -1,8 +1,10 @@
 <% require_phone_2fa = @template.preferences['require_phone_2fa'] == true %>
 <% require_email_2fa = @template.preferences['require_email_2fa'] == true %>
 <% prefillable_fields = @template.fields.select { |f| f['prefillable'] } %>
+<% viewer_submitter_uuids = Set.new(@template.submitters.pluck('uuid')) - Set.new(@template.fields.to_a.pluck('submitter_uuid')) %>
 <% default_tab = cookies.permanent[:add_recipients_tab].presence || 'email' %>
 <% recipient_form_fields = Accounts.load_recipient_form_fields(current_account) if prefillable_fields.blank? %>
+<% can_send_emails = Accounts.can_send_emails?(current_account) %>
 <% only_detailed = require_phone_2fa || require_email_2fa || prefillable_fields.present? || recipient_form_fields.present? %>
 <% with_list = @template.variables_schema.blank? %>
 <% variables_form = render 'variables_form', schema: @template.variables_schema if @template.variables_schema.present? && @template.variables_schema.any? { |_, v| !v['disabled'] } %>
@@ -25,18 +27,18 @@
   <div class="px-5 mb-5 mt-4">
     <% unless only_detailed %>
       <div id="email" class="<%= 'hidden' if default_tab != 'email' %>">
-        <%= render 'email_form', template: @template, variables_form: %>
+        <%= render 'email_form', template: @template, variables_form:, can_send_emails:, viewer_submitter_uuids: %>
       </div>
       <div id="phone" class="<%= 'hidden' if default_tab != 'phone' %>">
         <%= render 'phone_form', template: @template, variables_form: %>
       </div>
     <% end %>
     <div id="detailed" class="<%= 'hidden' if !only_detailed && default_tab != 'detailed' %>">
-      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form: %>
+      <%= render 'detailed_form', template: @template, require_phone_2fa:, require_email_2fa:, prefillable_fields:, recipient_form_fields:, variables_form:, can_send_emails:, viewer_submitter_uuids: %>
     </div>
     <% if with_list %>
       <div id="list" class="hidden">
-        <%= render 'list_form', template: @template %>
+        <%= render 'list_form', template: @template, can_send_emails:, viewer_submitter_uuids: %>
       </div>
     <% end %>
     <%= render 'submissions/error' %>

app/views/submissions/show.html.erb

@@ -2,21 +2,21 @@
   <%= render 'submissions/preview_tags' %>
 <% end %>
 <% font_scale = 1040.0 / PdfUtils::US_LETTER_W %>
-<% configs = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SIGNATURE_ID_REASON_KEY, AccountConfig::WITH_TIMESTAMP_SECONDS_KEY]) %>
+<% configs = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SIGNATURE_ID_REASON_KEY, AccountConfig::WITH_TIMESTAMP_SECONDS_KEY, AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY]) %>
 <% with_signature_id = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true %>
 <% is_combined_enabled = configs.find { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }&.value == true && !@submission.template_fields&.any? { |f| f['type'] == 'verification' } %>
 <% with_submitter_timezone = configs.find { |e| e.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true %>
 <% with_timestamp_seconds = configs.find { |e| e.key == AccountConfig::WITH_TIMESTAMP_SECONDS_KEY }&.value == true %>
 <% with_signature_id_reason = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false %>
+<% with_signature_id_completed_at = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY }&.value == true %>
 <main style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
     <a href="<%= signed_in? && @submission.account_id == current_account&.id && @submission.template ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
       <span><%= render 'submissions/logo' %></span>
-      <h1 class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template.name).split(/(_)/).each do |item| %><%= item %><wbr><% end %></h1>
+      <h1 class="text-xl md:text-3xl font-semibold focus:text-clip" style="overflow: hidden; display: -webkit-box; -webkit-box-orient: vertical; -webkit-line-clamp: 2;"><% (@submission.name || @submission.template&.name).to_s.split(/(_)/).each do |item| %><%= item %><wbr><% end %></h1>
     </a>
     <div class="space-x-3 flex items-center">
-      <% is_all_completed = @submission.submitters.to_a.all?(&:completed_at?) %>
+      <% if signed_in? && can?(:destroy, @submission) && @submission.archived_at? && !@submission.completed_at? %>
-      <% if signed_in? && can?(:create, @submission) && @submission.archived_at? && !is_all_completed %>
         <%= button_to button_title(title: t('unarchive'), disabled_with: t('unarchive')[0..-2], icon: svg_icon('rotate', class: 'w-6 h-6')), submission_unarchive_index_path(@submission), class: 'btn btn-primary btn-ghost text-base hidden md:flex' %>
       <% end %>
       <% if @submission.audit_trail.present? %>
@@ -30,16 +30,19 @@
           <span class="hidden md:block"><%= t('event_log') %></span>
         <% end %>
       <% end %>
-      <% if signed_in? && !is_all_completed && can?(:manage, :resend_all) && @submission.submitters.to_a.size > 3 && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && can?(:update, @submission) %>
+      <% if signed_in? && !@submission.completed_at? && can?(:manage, :resend_all) && @submission.submitters.to_a.size > 3 && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && can?(:update, @submission) %>
         <% pending_submitters_count = @submission.submitters.to_a.count { |s| !s.completed_at? && s.email.present? && !s.declined_at? } %>
         <% if pending_submitters_count.positive? %>
           <%= button_to button_title(title: t('re_send_emails'), title_class: 'hidden md:inline', disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), submission_resend_email_index_path(@submission), class: 'white-button', data: { turbo_confirm: t('are_you_sure_you_want_to_re_send_email_to_n_recipients', count: pending_submitters_count) } %>
         <% end %>
       <% end %>
       <% if @submission.submitters.to_a.any?(&:completed_at?) %>
-        <% if is_all_completed || !is_combined_enabled %>
+        <% show_combined_download = @submission.completed_at? && !is_combined_enabled %>
+        <% show_unarchive = signed_in? && can?(:destroy, @submission) && @submission.archived_at? && @submission.completed_at? %>
+        <% show_download_dropdown = show_combined_download || show_unarchive %>
+        <% if @submission.completed_at? || !is_combined_enabled %>
           <div class="join relative">
-            <download-button role="button" tabindex="0" aria-label="<%= t('download') %>" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: is_combined_enabled }.compact_blank) : submissions_preview_download_index_path(@submission.slug, combined: is_combined_enabled.presence)) : submission_download_index_path(@submission, combined: is_combined_enabled.presence) %>" class="base-button <%= '!rounded-r-none !pr-2' if is_all_completed && !is_combined_enabled %>">
+            <download-button role="button" tabindex="0" aria-label="<%= t('download') %>" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: is_combined_enabled }.compact_blank) : submissions_preview_download_index_path(@submission.slug, combined: is_combined_enabled.presence)) : submission_download_index_path(@submission, combined: is_combined_enabled.presence) %>" class="base-button <%= '!rounded-r-none !pr-2' if show_download_dropdown %>">
               <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
                 <%= svg_icon('download', class: 'w-6 h-6') %>
                 <span class="hidden md:inline"><%= t('download') %></span>
@@ -49,26 +52,36 @@
                 <span class="hidden md:inline"><%= t('downloading') %></span>
               </span>
             </download-button>
-            <% if is_all_completed && !is_combined_enabled %>
+            <% if show_download_dropdown %>
-              <div class="dropdown dropdown-end">
+              <div class="dropdown dropdown-end has-[button:disabled]:dropdown-open">
                 <label tabindex="0" aria-label="<%= t('download') %>" class="base-button !rounded-l-none !pl-1 !pr-2 !border-l-neutral-500">
                   <span class="text-sm align-text-top">
                     <%= svg_icon('chevron_down', class: 'w-6 h-6 flex-shrink-0 stroke-2') %>
                   </span>
                 </label>
                 <ul class="z-10 dropdown-content p-2 mt-2 shadow menu text-base bg-base-100 rounded-box text-right">
-                  <li>
+                  <% if show_combined_download %>
-                    <download-button role="button" tabindex="0" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: true }.compact) : submissions_preview_download_index_path(@submission.slug, combined: true)) : submission_download_index_path(@submission, combined: true) %>" class="flex items-center">
+                    <li>
-                      <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
+                      <download-button role="button" tabindex="0" data-src="<%= local_assigns[:is_preview] ? (@sig_submitter ? submit_form_documents_path(@sig_submitter.slug, { sig: params[:sig], combined: true }.compact) : submissions_preview_download_index_path(@submission.slug, combined: true)) : submission_download_index_path(@submission, combined: true) %>" class="flex items-center">
-                        <%= svg_icon('download', class: 'w-6 h-6 flex-shrink-0') %>
+                        <span class="flex items-center justify-center space-x-2" data-target="download-button.defaultButton">
-                        <span class="whitespace-nowrap"><%= t('download_combined_pdf') %></span>
+                          <%= svg_icon('download', class: 'w-6 h-6 flex-shrink-0') %>
-                      </span>
+                          <span class="whitespace-nowrap"><%= t('download_combined_pdf') %></span>
-                      <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
+                        </span>
-                        <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
+                        <span class="flex items-center justify-center space-x-2 hidden" data-target="download-button.loadingButton">
-                        <span><%= t('downloading') %></span>
+                          <%= svg_icon('loader', class: 'w-6 h-6 animate-spin') %>
-                      </span>
+                          <span><%= t('downloading') %></span>
-                    </download-button>
+                        </span>
-                  </li>
+                      </download-button>
+                    </li>
+                  <% end %>
+                  <% if show_unarchive %>
+                    <li>
+                      <button form="submission_unarchive_form">
+                        <%= button_title(title: t('unarchive'), disabled_with: t('unarchive'), icon: svg_icon('rotate', class: 'w-6 h-6 flex-shrink-0')) %>
+                      </button>
+                      <%= button_to '', submission_unarchive_index_path(@submission), form: { id: 'submission_unarchive_form' }, form_class: 'hidden' %>
+                    </li>
+                  <% end %>
                 </ul>
               </div>
             <% end %>
@@ -132,7 +145,7 @@
                         </span>
                       </span>
                     <% else %>
-                      <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id:, with_submitter_timezone:, with_timestamp_seconds:, with_signature_id_reason: %>
+                      <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id:, with_submitter_timezone:, with_timestamp_seconds:, with_signature_id_reason:, with_signature_id_completed_at: %>
                     <% end %>
                   <% elsif field['readonly'] != true && submitter && !submitter.completed_at? %>
                     <% submitters_order_index ||= (@submission.template_submitters || @submission.template.submitters).each_with_index.to_h { |s, i| [s['uuid'], i] } %>
@@ -166,7 +179,7 @@
                   <%= (@submission.template_submitters || @submission.template.submitters).find { |e| e['uuid'] == submitter&.uuid }&.dig('name') || "#{(index + 1).ordinalize} Submitter" %>
                 </span>
               </div>
-              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
+              <% if signed_in? && can?(:update, @submission) && submitter && !submitter.completed_at? && !@submission.completed_at? && !submitter.declined_at? && !@submission.archived_at? && !@submission.template&.archived_at? && !@submission.expired? && !submitter.start_form_submission_events.any? %>
                 <span class="tooltip tooltip-left" data-tip="<%= t('edit') %>">
                   <%= link_to edit_submitter_path(submitter), class: 'shrink-0 inline md:hidden md:group-hover:inline', data: { turbo_frame: 'modal' } do %>
                     <%= svg_icon('pencil', class: 'w-5 h-5') %>
@@ -199,7 +212,11 @@
               </div>
             <% end %>
             <div class="flex items-center space-x-1 mt-1">
-              <% if @submission.expire_at? && submitter && !submitter.completed_at? %>
+              <% if submitter&.viewer? %>
+                <%= svg_icon(submitter.opened_at? ? 'file_check' : 'file_unknown', class: 'w-5 h-5') %>
+              <% elsif submitter && !submitter.completed_at? && @submission.completed_at? %>
+                <%= svg_icon('writing_off', class: 'w-5 h-5') %>
+              <% elsif @submission.expire_at? && submitter && !submitter.completed_at? %>
                 <%= svg_icon('clock_exclamation', class: 'w-5 h-5') %>
               <% else %>
                 <%= svg_icon('writing', class: 'w-5 h-5') %>
@@ -207,9 +224,19 @@
               <span>
                 <% if submitter&.declined_at? %>
                   <%= t('declined_on_time', time: l(submitter.declined_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                <% elsif submitter&.viewer? %>
+                  <% if submitter.opened_at? %>
+                    <%= t('viewed_on_time', time: l(submitter.opened_at.in_time_zone(@submission.account.timezone), format: :short, locale: @submission.account.locale)) %>
+                  <% elsif @submission.completed_at? %>
+                    <%= t('not_viewed') %>
+                  <% else %>
+                    <%= t('not_viewed_yet') %>
+                  <% end %>
                 <% elsif submitter %>
                   <% if submitter.completed_at? %>
                     <%= l(submitter.completed_at.in_time_zone(@submission.account.timezone), format: :long, locale: @submission.account.locale) %>
+                  <% elsif @submission.completed_at? %>
+                    <%= t('not_completed') %>
                   <% elsif @submission.expire_at? %>
                     <% if @submission.expired? %>
                       <%= t(:expired) %>
@@ -232,15 +259,15 @@
                 </span>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && Accounts.can_send_emails?(current_account) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.email && !submitter.completed_at && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && (Docuseal.multitenant? || Accounts.can_send_emails?(current_account)) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <%= button_to button_title(title: submitter.sent_at? ? t('re_send_email') : t('send_email'), disabled_with: t('sending')), submitter_send_email_index_path(submitter), class: 'btn btn-sm btn-primary w-full' %>
               </div>
             <% end %>
-            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && submitter.phone && !submitter.completed_at && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:update, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <%= render 'submissions/send_sms_button', submitter: %>
             <% end %>
-            <% if signed_in? && submitter && !submitter.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
+            <% if signed_in? && submitter && !submitter.viewer? && !submitter.completed_at? && !@submission.completed_at? && !@submission.archived_at? && !@submission.template&.archived_at? && can?(:create, @submission) && !@submission.expired? && !submitter.declined_at? %>
               <div class="mt-2 mb-1">
                 <a class="btn btn-sm btn-primary w-full" target="_blank" href="<%= submit_form_path(slug: submitter.slug) %>">
                   <%= t('sign_in_person') %>

app/views/submissions_archived/index.html.erb

@@ -1,16 +1,16 @@
 <% filter_params = params.permit(Submissions::Filter::ALLOWED_PARAMS).compact_blank %>
 <div>
-  <%= link_to root_path, class: 'flex items-center' do %>
+  <%= link_to root_path, class: 'flex items-center mb-1 md:mb-0' do %>
     <%= svg_icon('chevron_left', class: 'w-5 h-5') %>
     <span style="margin-left: 3px"><%= t('back_to_active') %></span>
   <% end %>
 </div>
 <div class="flex flex-col md:flex-row md:items-center mb-4 gap-3">
-  <div class="flex w-full justify-between items-center">
+  <div class="group/header flex w-full justify-between items-center">
-    <div>
+    <div class="max-md:group-has-[search-input:focus-within]/header:hidden">
       <h1 class="text-2xl md:text-3xl font-bold md:block <%= 'hidden' if params[:q].present? %>"><%= t('submissions') %> <span class="badge badge-outline badge-lg align-middle"><%= t('archived') %></span></h1>
     </div>
-    <div>
+    <div class="max-md:has-[search-input:focus-within]:grow <%= 'max-md:grow' if params[:q].present? %>">
       <% if params[:q].present? || @pagy.pages > 1 || filter_params.present? %>
         <%= render 'shared/search_input', placeholder: "#{t('search')}..." %>
       <% end %>