Merge from docusealco/wip

app/controllers/application_controller.rb

@@ -30,7 +30,7 @@ class ApplicationController < ActionController::Base
   rescue_from RateLimit::LimitApproached do |e|
     Rollbar.error(e) if defined?(Rollbar)
 
-    redirect_to request.referer, alert: 'Too many requests', status: :too_many_requests
+    redirect_back_or_to root_path, alert: 'Too many requests'
   end
 
   if Rails.env.production? || Rails.env.test?

app/controllers/start_form_controller.rb

@@ -8,13 +8,9 @@ class StartFormController < ApplicationController
 
   around_action :with_browser_locale, only: %i[show update completed]
   before_action :maybe_redirect_com, only: %i[show completed]
-  before_action :load_resubmit_submitter, only: :update
   before_action :load_template
   before_action :authorize_start!, only: :update
 
-  COOKIES_TTL = 12.hours
-  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
-
   def show
     if @template.preferences['require_phone_2fa'] || @template.preferences['require_email_2fa']
       raise ActionController::RoutingError, I18n.t('not_found')
@@ -23,8 +19,7 @@ class StartFormController < ApplicationController
     if @template.shared_link?
       @submitter = @template.submissions.new(account_id: @template.account_id)
                             .submitters.new(account_id: @template.account_id,
-                                            uuid: (filter_undefined_submitters(@template).first ||
-                                                  @template.submitters.first)['uuid'])
+                                            uuid: Submitters::StartForm.first_submitter_uuid(@template))
       render :email_verification if params[:email_verification]
     else
       Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
@@ -41,24 +36,28 @@ class StartFormController < ApplicationController
     if @submitter.completed_at?
       redirect_to start_form_completed_path(@template.slug, submitter_params.compact_blank)
     else
-      if filter_undefined_submitters(@template).size > 1 && @submitter.new_record?
+      if Templates.filter_undefined_submitters(@template.submitters).size > 1 && @submitter.new_record?
         @error_message = multiple_submitters_error_message
 
         return render :show, status: :unprocessable_content
       end
 
       if (is_new_record = @submitter.new_record?)
-        assign_submission_attributes(@submitter, @template)
+        Submitters::StartForm.assign_submission_attributes(
+          @submitter, @template, ip: request.remote_ip, user_agent: request.user_agent
+        )
 
         Submissions::AssignDefinedSubmitters.call(@submitter.submission)
       else
         @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
       end
 
-      if @template.preferences['shared_link_2fa'] == true
-        handle_require_2fa(@submitter, is_new_record:)
+      if require_link_2fa?(@template, @submitter)
+        handle_require_2fa(@template, @submitter)
       elsif @submitter.errors.blank? && @submitter.save
-        enqueue_new_submitter_jobs(@submitter) if is_new_record
+        Submitters::StartForm.enqueue_new_submitter_jobs(@submitter) if is_new_record
+
+        Submitters::StartForm.assign_start_form_cookie(@submitter, request)
 
         redirect_to submit_form_path(@submitter.slug)
       else
@@ -88,41 +87,40 @@ class StartFormController < ApplicationController
 
   private
 
-  def enqueue_new_submitter_jobs(submitter)
-    WebhookUrls.enqueue_events(submitter.submission, 'submission.created')
+  def find_or_initialize_submitter(template, submitter_params)
+    required_fields = template.preferences.fetch('link_form_fields', ['email'])
 
-    SearchEntries.enqueue_reindex(submitter)
+    blank_fields = required_fields.select { |key| submitter_params[key].blank? }
 
-    expire_at = submitter.submission.expire_at
-
-    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
-    @resubmit_submitter =
-      if params[:resubmit].present? && !params[:resubmit].in?([true, 'true'])
-        submitter = Submitter.find_by(slug: params[:resubmit])
-
-        submitter if submitter && can_resubmit?(submitter)
+    submitter =
+      if blank_fields.present?
+        Submitter.new(submitter_params)
+      else
+        Submitters::StartForm.find_or_initialize_submitter(
+          template, submitter_params, exclude_completed: params[:resubmit].present?,
+                                      request:, current_user:
+        )
       end
+
+    blank_fields.each { |key| submitter.errors.add(key.to_sym, :blank) }
+
+    submitter
   end
 
-  def can_resubmit?(submitter)
-    submitter.completed_at? && submitter.completed_at > 14.days.ago &&
-      %w[api embed mcp].exclude?(submitter.submission.source) &&
-      submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false
+  def require_link_2fa?(template, submitter)
+    return true if template.preferences['shared_link_2fa'] == true
+    return false if cookies.encrypted[:start_form_slug] == submitter.slug
+    return false if current_user && submitter.email == current_user.email &&
+                    current_user.account_id == submitter.account_id
+
+    !submitter.new_record?
   end
 
   def authorize_start!
     is_archived = @template.archived_at? || @template.account.archived_at?
 
-    return redirect_to submit_form_path(@resubmit_submitter.slug) if @resubmit_submitter && is_archived
     return redirect_to start_form_path(@template.slug) if is_archived
 
-    return if @resubmit_submitter
     return if @template.shared_link? || (current_user && current_ability.can?(:read, @template))
 
     Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
@@ -130,90 +128,14 @@ class StartFormController < ApplicationController
     redirect_to start_form_path(@template.slug)
   end
 
-  def find_or_initialize_submitter(template, submitter_params)
-    required_fields = template.preferences.fetch('link_form_fields', ['email'])
-
-    required_params = required_fields.index_with { |key| submitter_params[key] }
-
-    find_params = required_params.except('name')
-
-    submitter = Submitter.new if find_params.compact_blank.blank?
-
-    submitter ||=
-      Submitter
-      .where(submission: template.submissions.non_expired.active)
-      .order(id: :desc)
-      .where(declined_at: nil)
-      .where(external_id: nil)
-      .where(template.preferences['shared_link_2fa'] == true ? {} : { ip: [nil, request.remote_ip] })
-      .then { |rel| params[:resubmit].present? || params[:selfsign].present? ? rel.where(completed_at: nil) : rel }
-      .find_or_initialize_by(find_params)
-
-    submitter = Submitter.new(find_params) if submitter.submission&.completed_at? && submitter.viewer?
-
-    submitter.name = required_params['name'] if submitter.new_record?
-
-    unless @resubmit_submitter
-      required_params.each do |key, value|
-        submitter.errors.add(key.to_sym, :blank) if value.blank?
-      end
-    end
-
-    submitter
-  end
-
-  def assign_submission_attributes(submitter, template)
-    submitter.assign_attributes(
-      uuid: (filter_undefined_submitters(template).first || @template.submitters.first)['uuid'],
-      ip: request.remote_ip,
-      ua: request.user_agent,
-      values: @resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
-      preferences: @resubmit_submitter&.preferences.presence || { 'send_email' => true },
-      metadata: @resubmit_submitter&.metadata.presence || {}
-    )
-
-    submitter.assign_attributes(@resubmit_submitter.slice(:name, :email, :phone)) if @resubmit_submitter
-
-    if submitter.values.present?
-      @resubmit_submitter.attachments.each do |attachment|
-        submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
-      end
-    end
-
-    submitter.submission ||= Submission.new(template:,
-                                            account_id: template.account_id,
-                                            template_submitters: template.submitters,
-                                            expire_at: Templates.build_default_expire_at(template),
-                                            submitters: [submitter],
-                                            source: :link)
-
-    Submissions::CreateFromSubmitters.maybe_set_dynamic_documents(submitter.submission)
-
-    submitter.account_id = submitter.submission.account_id
-
-    submitter
-  end
-
-  def filter_undefined_submitters(template)
-    Templates.filter_undefined_submitters(template.submitters)
-  end
-
   def submitter_params
-    return { 'email' => current_user.email, 'name' => current_user.full_name } if params[:selfsign]
-    return @resubmit_submitter.slice(:name, :phone, :email) if @resubmit_submitter.present?
-
     params.require(:submitter).permit(:email, :phone, :name).tap do |attrs|
       attrs[:email] = Submissions.normalize_email(attrs[:email])
     end
   end
 
   def load_template
-    @template =
-      if @resubmit_submitter
-        @resubmit_submitter.template
-      else
-        Template.find_by!(slug: params[:slug] || params[:start_form_slug])
-      end
+    @template = Template.find_by!(slug: params[:slug] || params[:start_form_slug])
   end
 
   def multiple_submitters_error_message
@@ -224,38 +146,27 @@ class StartFormController < ApplicationController
     end
   end
 
-  def handle_require_2fa(submitter, is_new_record:)
+  def handle_require_2fa(template, submitter)
     return render :show, status: :unprocessable_content if submitter.errors.present?
 
-    is_otp_verified = Submitters.verify_link_otp!(params[:one_time_code], submitter)
-
-    if cookies.encrypted[:email_2fa_slug] == submitter.slug || is_otp_verified
-      if submitter.save
-        enqueue_new_submitter_jobs(submitter) if is_new_record
-
-        if is_otp_verified
-          SubmissionEvents.create_with_tracking_data(submitter, 'email_verified', request)
-
-          cookies.encrypted[:email_2fa_slug] =
-            { value: submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
-        end
-
-        redirect_to submit_form_path(submitter.slug)
-      else
-        render :show, status: :unprocessable_content
-      end
+    if Submitters::StartForm.verify_2fa_and_save_submitter(submitter, request, is_new_record: submitter.new_record?)
+      redirect_to submit_form_path(submitter.slug)
     else
+      if defined?(Rollbar) && template.preferences['shared_link_2fa'] != true
+        Rollbar.info("2FA link requested: #{submitter.id}")
+      end
+
       Submitters.send_shared_link_email_verification_code(submitter, request:)
 
       render :email_verification
     end
+  rescue Submitters::StartForm::NotSaved
+    render :show, status: :unprocessable_content
   rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
-    redirect_to start_form_path(submitter.submission.template.slug,
-                                params: submitter_params.merge(email_verification: true)),
+    redirect_to start_form_path(template.slug, params: submitter_params.merge(email_verification: true)),
                 alert: e.message
   rescue RateLimit::LimitApproached
-    redirect_to start_form_path(submitter.submission.template.slug,
-                                params: submitter_params.merge(email_verification: true)),
+    redirect_to start_form_path(template.slug, params: submitter_params.merge(email_verification: true)),
                 alert: I18n.t(:too_many_attempts)
   end
 end

app/controllers/start_form_email_2fa_send_controller.rb

@@ -13,6 +13,10 @@ class StartFormEmail2faSendController < ApplicationController
     @submitter = @template.submissions.new(account_id: @template.account_id)
                           .submitters.new(**submitter_params, account_id: @template.account_id)
 
+    if @submitter.email.blank?
+      return redirect_to start_form_path(@template.slug), alert: I18n.t(:provide_your_email_to_start)
+    end
+
     Submitters.send_shared_link_email_verification_code(@submitter, request:)
 
     redir_params = { notice: I18n.t(:code_has_been_resent) } if params[:resend]
@@ -36,14 +40,24 @@ class StartFormEmail2faSendController < ApplicationController
     return redirect_to start_form_path(@template.slug) if is_archived
 
     return if (@template.shared_link? || (current_user && current_ability.can?(:read, @template))) &&
-              @template.preferences['shared_link_2fa'] == true
+              (@template.preferences['shared_link_2fa'] == true || submitter_exists?(@template, params))
 
-    Rollbar.warning("Not shared template: #{@template.id}") if defined?(Rollbar)
+    Rollbar.warning("Not 2FA shared template: #{@template.id}") if defined?(Rollbar)
 
     redirect_to start_form_path(@template.slug)
   end
 
+  def submitter_exists?(template, params)
+    email = Submissions.normalize_email(params.dig(:submitter, :email))
+
+    return false if email.blank?
+
+    Submitters::StartForm.build_submitters_scope(template, exclude_completed: true).exists?(email:)
+  end
+
   def submitter_params
-    params.require(:submitter).permit(:name, :email, :phone)
+    params.require(:submitter).permit(:name, :email, :phone).tap do |attrs|
+      attrs[:email] = Submissions.normalize_email(attrs[:email])
+    end
   end
 end

app/controllers/start_form_resubmit_controller.rb

@@ -0,0 +1,99 @@
+# frozen_string_literal: true
+
+class StartFormResubmitController < ApplicationController
+  layout 'form'
+
+  skip_before_action :authenticate_user!
+  skip_authorization_check
+
+  around_action :with_browser_locale
+  before_action :load_resubmit_submitter
+  before_action :load_template
+  before_action :authorize_start!
+
+  def update
+    @submitter = find_or_initialize_submitter(@template, @resubmit_submitter)
+
+    if Templates.filter_undefined_submitters(@template.submitters).size > 1 && @submitter.new_record?
+      @error_message = multiple_submitters_error_message
+
+      return render 'start_form/show', status: :unprocessable_content
+    end
+
+    if (is_new_record = @submitter.new_record?)
+      Submitters::StartForm.assign_submission_attributes(
+        @submitter, @template,
+        ip: request.remote_ip, user_agent: request.user_agent, resubmit_submitter: @resubmit_submitter,
+        source: @resubmit_submitter.submission.source_self? ? :self : :link
+      )
+
+      Submissions::AssignDefinedSubmitters.call(@submitter.submission)
+    else
+      @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
+    end
+
+    if @template.preferences['shared_link_2fa'] == true
+      handle_require_2fa(@submitter)
+    elsif @submitter.save
+      Submitters::StartForm.enqueue_new_submitter_jobs(@submitter) if is_new_record
+
+      Submitters::StartForm.assign_start_form_cookie(@submitter, request)
+
+      redirect_to submit_form_path(@submitter.slug)
+    else
+      render 'start_form/show', status: :unprocessable_content
+    end
+  end
+
+  private
+
+  def find_or_initialize_submitter(template, resubmit_submitter)
+    Submitters::StartForm.build_submitters_scope(template, exclude_completed: true)
+                         .find_by(slug: cookies.encrypted[:start_form_slug],
+                                  email: resubmit_submitter.email) || Submitter.new
+  end
+
+  def load_resubmit_submitter
+    @resubmit_submitter = Submitter.find_by(slug: params[:resubmit])
+
+    raise ActiveRecord::RecordNotFound if @resubmit_submitter.blank? ||
+                                          !Submitters::StartForm.can_resubmit?(@resubmit_submitter)
+  end
+
+  def load_template
+    @template = @resubmit_submitter.template
+  end
+
+  def authorize_start!
+    redirect_to submit_form_path(@resubmit_submitter.slug) if @template.archived_at? || @template.account.archived_at?
+  end
+
+  def multiple_submitters_error_message
+    if current_user&.account_id == @template.account_id
+      helpers.t('this_submission_has_multiple_signers_which_prevents_the_use_of_a_sharing_link_html')
+    else
+      I18n.t('not_found')
+    end
+  end
+
+  def handle_require_2fa(submitter)
+    if Submitters::StartForm.verify_2fa_and_save_submitter(submitter, request,
+                                                           is_new_record: submitter.new_record?)
+      redirect_to submit_form_path(submitter.slug)
+    else
+      Submitters.send_shared_link_email_verification_code(submitter, request:)
+
+      render 'start_form/email_verification'
+    end
+  rescue Submitters::StartForm::NotSaved
+    render 'start_form/show', status: :unprocessable_content
+  rescue Submitters::UnableToSendCode, Submitters::InvalidOtp => e
+    flash.now[:alert] = e.message
+
+    render 'start_form/email_verification'
+  rescue RateLimit::LimitApproached
+    flash.now[:alert] = I18n.t(:too_many_attempts)
+
+    render 'start_form/email_verification'
+  end
+end

app/controllers/start_form_self_controller.rb

@@ -0,0 +1,50 @@
+# frozen_string_literal: true
+
+class StartFormSelfController < ApplicationController
+  load_resource :template, parent: false
+
+  around_action :with_browser_locale
+  before_action :authorize_start!
+
+  def update
+    @submitter = Submitters::StartForm.build_submitters_scope(@template, exclude_completed: true, source: :self)
+                                      .find_or_initialize_by(email: current_user.email)
+
+    @submitter = Submitter.new(email: current_user.email) if @submitter.persisted? &&
+                                                             outdated_template_fields?(@submitter, @template)
+
+    if (is_new_record = @submitter.new_record?)
+      @submitter.name = current_user.full_name
+
+      Submitters::StartForm.assign_submission_attributes(
+        @submitter, @template, ip: request.remote_ip, user_agent: request.user_agent, source: :self
+      )
+
+      Submissions::AssignDefinedSubmitters.call(@submitter.submission)
+    else
+      @submitter.assign_attributes(ip: request.remote_ip, ua: request.user_agent)
+    end
+
+    @submitter.save!
+
+    Submitters::StartForm.enqueue_new_submitter_jobs(@submitter) if is_new_record
+
+    Submitters::StartForm.assign_start_form_cookie(@submitter, request)
+
+    redirect_to submit_form_path(@submitter.slug)
+  end
+
+  private
+
+  def outdated_template_fields?(submitter, template)
+    template_fields = submitter.submission.template_fields
+
+    template_fields.present? && template_fields != template.fields
+  end
+
+  def authorize_start!
+    authorize!(:read, @template)
+
+    redirect_to template_path(@template) if @template.archived_at?
+  end
+end

app/controllers/submit_form_decline_controller.rb

@@ -19,7 +19,7 @@ class SubmitFormDeclineController < ApplicationController
                                                                                                 request)
 
     ApplicationRecord.transaction do
-      @submitter.update!(declined_at: Time.current)
+      @submitter.update!(declined_at: Time.current, values: @submitter.preferences['default_values'] || {})
 
       SubmissionEvents.create_with_tracking_data(@submitter, 'decline_form', request, { reason: params[:reason] })
     end

app/controllers/submit_form_email_2fas_controller.rb

@@ -8,9 +8,6 @@ class SubmitFormEmail2fasController < ApplicationController
 
   before_action :load_submitter
 
-  COOKIES_TTL = 12.hours
-  COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
-
   def create
     RateLimit.call("verify-2fa-code-#{@submitter.id}", limit: 2, ttl: 45.seconds, enabled: true)
 
@@ -20,7 +17,8 @@ class SubmitFormEmail2fasController < ApplicationController
       SubmissionEvents.create_with_tracking_data(@submitter, 'email_verified', request, { email: @submitter.email })
 
       cookies.encrypted[:email_2fa_slug] =
-        { value: @submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+        { value: @submitter.slug, expires: Submitters::StartForm::COOKIES_TTL.from_now,
+          **Submitters::StartForm::COOKIES_DEFAULTS }
 
       redirect_to submit_form_path(@submitter.slug)
     else

app/javascript/submission_form/form.vue

@@ -560,6 +560,7 @@
             :fields="formulaFields"
             :values="values"
             :readonly-values="readonlyFieldValues"
+            :fetch-options="fetchOptions"
             :provider="paymentProvider"
             @attached="attachments.push($event)"
             @focus="scrollIntoField(currentField)"
@@ -573,6 +574,7 @@
             :empty-value-required-step="emptyValueRequiredStep"
             :field="currentField"
             :submitter-slug="submitterSlug"
+            :fetch-options="fetchOptions"
             :values="values"
             @submit="!isSubmitting && submitStep()"
           />
@@ -585,6 +587,7 @@
             :empty-value-required-step="emptyValueRequiredStep"
             :field="currentField"
             :submitter-slug="submitterSlug"
+            :fetch-options="fetchOptions"
             :values="values"
             @focus="scrollIntoField(currentField)"
             @submit="!isSubmitting && submitStep()"
@@ -1776,7 +1779,7 @@ export default {
         window.location.href = sanitizeUrl(this.completedRedirectUrl)
       } else {
         this.$nextTick(() => {
-          const root = this.$root.$el.parentNode.getRootNode()
+          const root = this.$root.$el.parentNode?.getRootNode() || document
           const completedEl = root.getElementById('form_completed')
 
           if (completedEl) {

app/javascript/submission_form/kba_step.vue

@@ -312,6 +312,11 @@ export default {
     values: {
       type: Object,
       required: true
+    },
+    fetchOptions: {
+      type: Object,
+      required: false,
+      default: () => ({})
     }
   },
   emits: ['submit'],
@@ -494,8 +499,9 @@ export default {
 
         const resp = await fetch(this.baseUrl + '/api/kba', {
           method: 'POST',
-          headers: { 'Content-Type': 'application/json' },
-          body: JSON.stringify(payload)
+          body: JSON.stringify(payload),
+          ...this.fetchOptions,
+          headers: { 'Content-Type': 'application/json', ...this.fetchOptions.headers }
         })
 
         const data = await resp.json()
@@ -550,7 +556,8 @@ export default {
             reference: this.reference,
             submitter_slug: this.submitterSlug
           }),
-          headers: { 'Content-Type': 'application/json' }
+          ...this.fetchOptions,
+          headers: { 'Content-Type': 'application/json', ...this.fetchOptions.headers }
         })
 
         const data = await resp.json()

app/javascript/submission_form/payment_step.vue

@@ -121,6 +121,11 @@ export default {
       type: String,
       required: false,
       default: ''
+    },
+    fetchOptions: {
+      type: Object,
+      required: false,
+      default: () => ({})
     }
   },
   emits: ['focus', 'submit', 'update:model-value', 'attached'],
@@ -234,7 +239,8 @@ export default {
           body: JSON.stringify({
             submitter_slug: this.submitterSlug
           }),
-          headers: { 'Content-Type': 'application/json' }
+          ...this.fetchOptions,
+          headers: { 'Content-Type': 'application/json', ...this.fetchOptions.headers }
         }).then(async (resp) => {
           if (resp.status === 422 || resp.status === 500) {
             this.isProcessing = false
@@ -274,7 +280,8 @@ export default {
           check_status: checkStatus,
           referer: this.normalizedPaymentUrl()
         }),
-        headers: { 'Content-Type': 'application/json' }
+        ...this.fetchOptions,
+        headers: { 'Content-Type': 'application/json', ...this.fetchOptions.headers }
       }).then(async (resp) => {
         if (resp.status === 422 || resp.status === 500) {
           const data = await resp.json()

app/javascript/submission_form/verification_step.vue

@@ -91,6 +91,11 @@ export default {
     submitterSlug: {
       type: String,
       required: true
+    },
+    fetchOptions: {
+      type: Object,
+      required: false,
+      default: () => ({})
     }
   },
   emits: ['focus', 'submit', 'update:model-value', 'attached'],
@@ -163,7 +168,8 @@ export default {
           submitter_slug: this.submitterSlug,
           redirect_url: document.location.href
         }),
-        headers: { 'Content-Type': 'application/json' }
+        ...this.fetchOptions,
+        headers: { 'Content-Type': 'application/json', ...this.fetchOptions.headers }
       }).then(async (resp) => {
         this.eidEasyData = await resp.json()
 
@@ -205,7 +211,8 @@ export default {
         body: JSON.stringify({
           submitter_slug: this.submitterSlug
         }),
-        headers: { 'Content-Type': 'application/json' }
+        ...this.fetchOptions,
+        headers: { 'Content-Type': 'application/json', ...this.fetchOptions.headers }
       })
 
       if (resp.status === 404) {

app/javascript/template_builder/builder.vue

@@ -110,7 +110,7 @@
             data-turbo="false"
             class="inline"
             method="post"
-            :action="`/d/${template.slug}`"
+            :action="`/start_form_self/${template.id}`"
             @submit="maybeShowErrorTemplateAlert"
           >
             <input
@@ -125,12 +125,6 @@
               :value="authenticityToken"
               autocomplete="off"
             >
-            <input
-              type="hidden"
-              name="selfsign"
-              value="true"
-              autocomplete="off"
-            >
             <button
               class="btn btn-primary btn-ghost text-base hidden md:flex"
               type="submit"

app/jobs/generate_preview_images_job.rb

@@ -1,17 +0,0 @@
-# frozen_string_literal: true
-
-class GeneratePreviewImagesJob
-  include Sidekiq::Job
-
-  sidekiq_options queue: :images
-
-  def perform(params = {})
-    attachment = ActiveStorage::Attachment.find(params['attachment_id'])
-
-    max_page = [attachment.metadata['pdf']['number_of_pages'].to_i - 1,
-                Templates::ProcessDocument::MAX_NUMBER_OF_PAGES_PROCESSED].min
-
-    Templates::ProcessDocument.generate_document_preview_images(attachment, attachment.download, 1..max_page,
-                                                                concurrency: 1)
-  end
-end

app/models/submission.rb

@@ -112,7 +112,8 @@ class Submission < ApplicationRecord
     api: 'api',
     embed: 'embed',
     mcp: 'mcp',
-    link: 'link'
+    link: 'link',
+    self: 'self'
   }, scope: false, prefix: true
 
   enum :submitters_order, {

app/views/notifications_settings/index.html.erb

@@ -21,13 +21,15 @@
       <% end %>
     </div>
     <%= render 'bcc_form', config: @bcc_config %>
-    <div class="flex justify-between items-end mb-4 mt-8">
-      <h2 class="text-2xl md:text-3xl font-bold">
-        <%= t('sign_request_email_reminders') %>
-      </h2>
-    </div>
-    <%= render 'reminder_banner' %>
-    <%= render 'reminder_form', config: @reminder_config %>
+    <% unless can?(:manage, :personalization_restricted) %>
+      <div class="flex justify-between items-end mb-4 mt-8">
+        <h2 class="text-2xl md:text-3xl font-bold">
+          <%= t('sign_request_email_reminders') %>
+        </h2>
+      </div>
+      <%= render 'reminder_banner' %>
+      <%= render 'reminder_form', config: @reminder_config %>
+    <% end %>
   </div>
   <div class="w-0 md:w-52"></div>
 </div>

app/views/personalization_settings/_documents_copy_email_form.html.erb

@@ -10,7 +10,12 @@
       <%= f.hidden_field :key %>
       <%= f.fields_for :value, Struct.new(:subject, :body, :reply_to, :attach_audit_log, :attach_documents, :bcc_recipients, :enabled).new(*f.object.value.values_at('subject', 'body', 'reply_to', 'attach_audit_log', 'attach_documents', 'bcc_recipients', 'enabled')) do |ff| %>
         <div class="form-control">
-          <%= ff.label :subject, t('subject'), class: 'label' %>
+          <div class="flex items-center">
+            <%= ff.label :subject, t('subject'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
           <%= ff.text_field :subject, required: true, class: 'base-input', dir: 'auto' %>
         </div>
         <%= render 'personalization_settings/email_body_field', ff:, config: f.object %>

app/views/personalization_settings/_signature_request_email_form.html.erb

@@ -10,7 +10,12 @@
       <%= f.hidden_field :key %>
       <%= f.fields_for :value, Struct.new(:subject, :body, :reply_to).new(*f.object.value.values_at('subject', 'body', 'reply_to')) do |ff| %>
         <div class="form-control">
-          <%= ff.label :subject, t('subject'), class: 'label' %>
+          <div class="flex items-center">
+            <%= ff.label :subject, t('subject'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
           <%= ff.text_field :subject, required: true, class: 'base-input', dir: 'auto' %>
         </div>
         <%= render 'personalization_settings/email_body_field', ff:, config: f.object %>

app/views/personalization_settings/_submitter_completed_email_form.html.erb

@@ -12,7 +12,7 @@
         <div class="form-control">
           <div class="flex items-center">
             <%= ff.label :subject, t('subject'), class: 'label' %>
-            <span class="tooltip" data-tip="<%= t('use_following_placeholders_text_') %> <%= AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY].map { |v| "{#{v}}" }.join(', ') %>">
+            <span class="tooltip tooltip-right" data-tip="<%= t('notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties') %> <%= t('use_following_placeholders_text_') %> <%= AccountConfig::EMAIL_VARIABLES[AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY].map { |v| "{#{v}}" }.join(', ') %>">
               <%= svg_icon('info_circle', class: 'w-4 h-4') %>
             </span>
           </div>

app/views/start_form/completed.html.erb

@@ -2,7 +2,7 @@
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
-        <%= render 'banner' %>
+        <%= render 'start_form/banner' %>
       </div>
       <div class="flex items-center bg-base-200 rounded-xl p-4 mb-4">
         <div class="flex items-center">
@@ -26,7 +26,7 @@
         <%= button_to button_title(title: t('send_copy_to_email'), disabled_with: t('sending'), icon: svg_icon('mail_forward', class: 'w-6 h-6')), send_submission_email_index_path, params: { template_slug: @template.slug, email: params[:email] }, class: 'base-button w-full' %>
       </toggle-submit>
     <% end %>
-    <% if Templates.filter_undefined_submitters(@template.submitters).size == 1 && %w[api embed mcp].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @template.shared_link? %>
+    <% if @template.shared_link? && Templates.filter_undefined_submitters(@template.submitters).size == 1 && %w[api embed mcp].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false %>
       <toggle-submit class="block">
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), start_form_path(@template.slug), params: { submitter: params.permit(:name, :email, :phone).compact_blank, resubmit: true }, method: :put, class: 'white-button w-full' %>
       </toggle-submit>

app/views/start_form/email_verification.html.erb

@@ -23,12 +23,12 @@
     <div>
       <%= t('we_sent_a_one_time_verification_code_to_your_email_address_please_enter_the_code_below_to_continue') %>
     </div>
-    <%= form_for '', url: start_form_path(@template.slug), method: :put, html: { class: 'space-y-4', id: 'code_form' } do |f| %>
+    <%= form_for '', url: @resubmit_submitter ? resubmit_form_path : start_form_path(@template.slug), method: :put, html: { class: 'space-y-4', id: 'code_form' } do |f| %>
       <div dir="auto" class="form-control !mt-0">
         <%= f.hidden_field 'resubmit', value: params[:resubmit] %>
-        <%= f.hidden_field 'submitter[name]', value: params[:name] || @submitter&.name %>
-        <%= f.hidden_field 'submitter[email]', value: params[:email] || @submitter&.email %>
-        <%= f.hidden_field 'submitter[phone]', value: params[:phone] || @submitter&.phone %>
+        <%= f.hidden_field 'submitter[name]', value: params[:name] || params.dig(:submitter, :name) %>
+        <%= f.hidden_field 'submitter[email]', value: params[:email] || params.dig(:submitter, :email) %>
+        <%= f.hidden_field 'submitter[phone]', value: params[:phone] || params.dig(:submitter, :phone) %>
         <%= f.text_field :one_time_code, required: true, inputmode: 'numeric', class: 'base-input text-center', placeholder: 'XXXXXX' %>
         <div class="flex justify-between items-center mt-1">
           <span>
@@ -49,6 +49,10 @@
         <%= f.button button_title(title: t('submit')), class: 'base-button' %>
       </toggle-submit>
     <% end %>
-    <%= button_to t(:re_send_email), start_form_email_2fa_send_index_path, params: { slug: @template.slug, resend: true, submitter: { name: params[:name] || @submitter&.name, email: params[:email] || @submitter&.email, phone: params[:phone] || @submitter&.phone } }.compact, method: :post, id: 'resend_code', class: 'hidden' %>
+    <% if @resubmit_submitter %>
+      <%= button_to t(:re_send_email), resubmit_form_path, params: { resubmit: @resubmit_submitter.slug }, method: :put, id: 'resend_code', class: 'hidden' %>
+    <% else %>
+      <%= button_to t(:re_send_email), start_form_email_2fa_send_index_path, params: { slug: @template.slug, resend: true, submitter: { name: params[:name] || params.dig(:submitter, :name), email: params[:email] || params.dig(:submitter, :email), phone: params[:phone] || params.dig(:submitter, :phone) } }.compact, method: :post, id: 'resend_code', class: 'hidden' %>
+    <% end %>
   </div>
 </main>

app/views/start_form/private.html.erb

@@ -4,7 +4,7 @@
 <% end %>
 <main class="max-w-md space-y-6 mx-auto px-2 mt-12 mb-4">
   <div class="text-center w-full space-y-6">
-    <%= render 'banner' %>
+    <%= render 'start_form/banner' %>
     <p class="text-xl font-semibold text-center">
       <%= t('share_link_is_currently_disabled') %>
     </p>

app/views/start_form/show.html.erb

@@ -6,7 +6,7 @@
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="text-center w-full space-y-6">
-        <%= render 'banner' %>
+        <%= render 'start_form/banner' %>
         <% unless @template.archived_at? %>
           <p class="text-xl font-semibold text-center"><%= t('you_have_been_invited_to_submit_a_form') %></p>
         <% end %>
@@ -28,7 +28,8 @@
       </div>
     </div>
     <% if !@template.archived_at? && !@template.account.archived_at? %>
-      <%= form_for @submitter, url: start_form_path(@template.slug), data: { turbo_frame: :_top }, method: :put, html: { class: 'space-y-4' } do |f| %>
+      <%= form_for @submitter, url: @resubmit_submitter ? resubmit_form_path : start_form_path(@template.slug), data: { turbo_frame: :_top }, method: :put, html: { class: 'space-y-4' } do |f| %>
+        <%= hidden_field_tag :resubmit, @resubmit_submitter.slug if @resubmit_submitter %>
         <% if @error_message %>
           <div class="alert items-start bg-base-100 border border-red-400 text-red-400">
             <%= svg_icon('info_circle', class: 'stroke-current shrink-0 h-6 w-6 mt-1') %>

app/views/submit_form/completed.html.erb

@@ -44,7 +44,7 @@
       <% end %>
     </div>
     <% undefined_submitters = Templates.filter_undefined_submitters(@submitter.submission.template_submitters) %>
-    <% if undefined_submitters.size == 1 && undefined_submitters.first['uuid'] == @submitter.uuid && @submitter.completed_at? && @submitter.completed_at > 14.days.ago && %w[api embed mcp].exclude?(@submitter.submission.source) && @submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false && @submitter.template && !@submitter.template.archived_at? %>
+    <% if undefined_submitters.size == 1 && undefined_submitters.first['uuid'] == @submitter.uuid && Submitters::StartForm.can_resubmit?(@submitter) && @submitter.template && !@submitter.template.archived_at? %>
       <div class="divider uppercase"><%= t('or') %></div>
       <toggle-submit class="block">
         <%= button_to button_title(title: t('resubmit'), disabled_with: t('resubmit'), icon: svg_icon('reload', class: 'w-6 h-6')), resubmit_form_path, params: { resubmit: @submitter.slug }, method: :put, class: 'white-button w-full' %>

app/views/templates/show.html.erb

@@ -99,7 +99,7 @@
                 </open-modal-mobile>
               <% end %>
               <% if Templates.filter_undefined_submitters(@template.submitters).size == 1 && @template.variables_schema.blank? %>
-                <%= button_to start_form_path(@template.slug), params: { selfsign: true }, method: :put, class: 'white-button w-full', form: { style: 'display: inline', target: '_blank', data: { turbo: false } } do %>
+                <%= button_to start_form_self_path(@template), method: :put, class: 'white-button w-full', form: { style: 'display: inline', target: '_blank', data: { turbo: false } } do %>
                   <%= svg_icon('writing', class: 'w-6 h-6') %>
                   <span class="mr-1"><%= t('sign_it_yourself') %></span>
                 <% end %>

app/views/templates_preferences/_submitter_completed_email_form.html.erb

@@ -10,7 +10,12 @@
     <%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body']) do |ff| %>
       <div class="form-control">
         <div class="flex justify-between">
-          <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
+          <div class="flex items-center">
+            <%= ff.label :completed_notification_email_subject, t('email_subject'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
           <% if is_custom_template_email %>
             <label for="submitter_completed_email_reset_link" class="label underline">
               <%= t('reset_default') %>

app/views/templates_preferences/_submitter_documents_copy_email_form.html.erb

@@ -10,7 +10,12 @@
     <%= f.fields_for :preferences, Struct.new(:documents_copy_email_reply_to, :documents_copy_email_subject, :documents_copy_email_body).new(@template.preferences['documents_copy_email_reply_to'].presence || configs['reply_to'], @template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body']) do |ff| %>
       <div class="form-control">
         <div class="flex justify-between">
-          <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
+          <div class="flex items-center">
+            <%= ff.label :documents_copy_email_subject, t('email_subject'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
           <% if is_custom_template_email %>
             <label for="submitter_documents_copy_email_reset_link" class="label underline">
               <%= t('reset_default') %>

app/views/templates_preferences/_submitter_invitation_email_form.html.erb

@@ -16,7 +16,12 @@
       <%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(template_email_preferences_values.presence || default_template_email_preferences_values)) do |ff| %>
         <div class="form-control">
           <div class="flex justify-between">
-            <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
+            <div class="flex items-center">
+              <%= ff.label :request_email_subject, t('email_subject'), class: 'label' %>
+              <span class="tooltip tooltip-right" data-tip="<%= t('signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign') %>">
+                <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+              </span>
+            </div>
             <% if is_custom_template_email %>
               <label for="submitter_invitation_email_reset_link" class="label underline">
                 <%= t('reset_default') %>

app/views/templates_preferences/_submitter_view_invitation_email_form.html.erb

@@ -10,7 +10,12 @@
     <%= f.fields_for :preferences, Struct.new(:invitation_view_email_subject, :invitation_view_email_body).new(@template.preferences['invitation_view_email_subject'].presence || configs['subject'], @template.preferences['invitation_view_email_body'].presence || configs['body']) do |ff| %>
       <div class="form-control">
         <div class="flex justify-between">
-          <%= ff.label :invitation_view_email_subject, t('email_subject'), class: 'label' %>
+          <div class="flex items-center">
+            <%= ff.label :invitation_view_email_subject, t('email_subject'), class: 'label' %>
+            <span class="tooltip tooltip-right" data-tip="<%= t('view_only_email_sent_to_recipients_that_need_to_only_review_the_documents') %>">
+              <%= svg_icon('info_circle', class: 'w-4 h-4') %>
+            </span>
+          </div>
           <% if is_custom_template_email %>
             <label for="submitter_view_invitation_email_reset_link" class="label underline">
               <%= t('reset_default') %>

config/initializers/hexapdf.rb

@@ -112,6 +112,8 @@ module HexaPDF
   end
 
   module CycleSafeInheritedValue
+    using HexaPDF::Type::AcroForm::Field::HashRefinement
+
     def inherited_value(field, name)
       seen = Set.new.compare_by_identity
       seen << field.value

config/locales/i18n.yml

@@ -992,6 +992,13 @@ en: &en
   open_file_from: 'Open file from'
   cancel: Cancel
   open: Open
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: Signature request email sent to recipients with a link to review and sign.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: View only email sent to recipients that need to only review the documents.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Reminds recipients who haven't completed their part yet to sign, following the reminders schedule.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: Signature request SMS sent to recipients with a link to review and sign.
+  phone_2fa_verification_text_message: Phone 2FA verification text message.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: Notification email sent to the sender user and BCC addresses once the submission is completed by all parties.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: Completed documents copy email sent to recipients upon completion containing their documents.
   devise:
     confirmations:
       confirmed: Your email address has been successfully confirmed.
@@ -1007,6 +1014,7 @@ en: &en
     invite: Invite
     link: Link
     mcp: MCP
+    self: Sign Yourself
   submission_event_names:
     send_email_to_html: '<b>Email sent</b> to %{submitter_name}'
     bounce_email_html: '<b>Email bounced</b> %{submitter_name}'
@@ -1470,6 +1478,13 @@ es: &es
   completed_form_message: Mensaje de formulario completado
   completed_form_redirect_button: Botón de redirección de formulario completado
   documents_copy_email: Correo de copia de documentos
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: Correo de solicitud de firma enviado a los destinatarios con un enlace para revisar y firmar.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: Correo de solo lectura enviado a los destinatarios que solo necesitan revisar los documentos.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Recuerda firmar a los destinatarios que aún no han completado su parte, según la programación de recordatorios.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: SMS de solicitud de firma enviado a los destinatarios con un enlace para revisar y firmar.
+  phone_2fa_verification_text_message: Mensaje de texto de verificación 2FA por teléfono.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: Correo de notificación enviado al usuario remitente y a las direcciones BCC una vez que todas las partes han completado el envío.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: Correo con la copia de los documentos completados enviado a los destinatarios al finalizar, con sus documentos.
   form_custom_css: CSS personalizado del formulario
   subject: Asunto
   body: Cuerpo
@@ -2118,6 +2133,7 @@ es: &es
     invite: Invitación
     link: Enlace
     mcp: MCP
+    self: Firma tú mismo
   submission_event_names:
     send_email_to_html: '<b>Correo electrónico enviado</b> a %{submitter_name}'
     bounce_email_html: '<b>Correo electrónico rebotado</b> %{submitter_name}'
@@ -2595,6 +2611,13 @@ it: &it
   completed_form_message: Messaggio di completamento del modulo
   completed_form_redirect_button: Pulsante di reindirizzamento dopo il completamento del modulo
   documents_copy_email: Email con copia dei documenti
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: Email di richiesta di firma inviata ai destinatari con un link per revisionare e firmare.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: Email di sola lettura inviata ai destinatari che devono solo revisionare i documenti.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Ricorda di firmare ai destinatari che non hanno ancora completato la loro parte, in base alla pianificazione dei promemoria.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: SMS di richiesta di firma inviato ai destinatari con un link per revisionare e firmare.
+  phone_2fa_verification_text_message: Messaggio di testo per la verifica 2FA tramite telefono.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: Email di notifica inviata all'utente mittente e agli indirizzi BCC una volta che l'invio è stato completato da tutte le parti.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: Email con la copia dei documenti completati inviata ai destinatari al completamento, con i loro documenti.
   form_custom_css: CSS personalizzato del modulo
   subject: Oggetto
   body: Corpo
@@ -3243,6 +3266,7 @@ it: &it
     invite: Invito
     link: Link
     mcp: MCP
+    self: Firma te stesso
   submission_event_names:
     send_email_to_html: '<b>Email inviata</b> a %{submitter_name}'
     bounce_email_html: '<b>Email respinta</b> %{submitter_name}'
@@ -3706,6 +3730,13 @@ fr: &fr
   completed_form_message: Message de formulaire complété
   completed_form_redirect_button: Bouton de redirection après finalisation
   documents_copy_email: E‑mail avec copie des documents
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: E-mail de demande de signature envoyé aux destinataires avec un lien pour consulter et signer.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: E-mail en lecture seule envoyé aux destinataires qui doivent uniquement consulter les documents.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Rappelle de signer aux destinataires qui n'ont pas encore terminé leur partie, selon la planification des rappels.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: SMS de demande de signature envoyé aux destinataires avec un lien pour consulter et signer.
+  phone_2fa_verification_text_message: Message texte de vérification 2FA par téléphone.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: E-mail de notification envoyé à l'utilisateur expéditeur et aux adresses Cci une fois la soumission complétée par toutes les parties.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: E-mail avec la copie des documents finalisés, envoyé aux destinataires à la finalisation, contenant leurs documents.
   form_custom_css: CSS personnalisé du formulaire
   subject: Objet
   body: Corps
@@ -4351,6 +4382,7 @@ fr: &fr
     invite: Invitation
     link: Lien
     mcp: MCP
+    self: Signer vous-même
   submission_event_names:
     send_email_to_html: "<b>E‑mail envoyé</b> à %{submitter_name}"
     bounce_email_html: "<b>E‑mail rejeté</b> %{submitter_name}"
@@ -4827,6 +4859,13 @@ pt: &pt
   completed_form_message: Mensagem de formulário concluído
   completed_form_redirect_button: Botão de redirecionamento do formulário concluído
   documents_copy_email: E-mail com cópia dos documentos
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: E-mail de solicitação de assinatura enviado aos destinatários com um link para revisar e assinar.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: E-mail somente de leitura enviado aos destinatários que precisam apenas revisar os documentos.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Lembra os destinatários que ainda não concluíram a sua parte de assinar, de acordo com o agendamento de lembretes.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: SMS de solicitação de assinatura enviado aos destinatários com um link para revisar e assinar.
+  phone_2fa_verification_text_message: Mensagem de texto de verificação 2FA por telefone.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: E-mail de notificação enviado ao usuário remetente e aos endereços BCC assim que a submissão for concluída por todas as partes.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: E-mail com a cópia dos documentos concluídos enviado aos destinatários na conclusão, com os seus documentos.
   form_custom_css: CSS personalizado do formulário
   subject: Assunto
   body: Corpo
@@ -5475,6 +5514,7 @@ pt: &pt
     invite: Convite
     link: Link
     mcp: MCP
+    self: Assine você mesmo
   submission_event_names:
     send_email_to_html: '<b>Email enviado</b> para %{submitter_name}'
     bounce_email_html: '<b>Email não entregue</b> %{submitter_name}'
@@ -5951,6 +5991,13 @@ de: &de
   completed_form_message: Nachricht zum abgeschlossenen Formular
   completed_form_redirect_button: Weiterleitungsschaltfläche nach Formularabschluss
   documents_copy_email: E-Mail mit Dokumentenkopie
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: E-Mail mit der Signaturanfrage, die mit einem Link zum Prüfen und Signieren an die Empfänger gesendet wird.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: E-Mail nur zur Ansicht, die an Empfänger gesendet wird, die die Dokumente nur prüfen müssen.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Erinnert Empfänger, die ihren Teil noch nicht abgeschlossen haben, an das Signieren, gemäß dem Erinnerungszeitplan.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: SMS mit der Signaturanfrage, die mit einem Link zum Prüfen und Signieren an die Empfänger gesendet wird.
+  phone_2fa_verification_text_message: Textnachricht zur 2FA-Verifizierung per Telefon.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: Benachrichtigungs-E-Mail, die an den absendenden Benutzer und die BCC-Adressen gesendet wird, sobald die Einreichung von allen Parteien abgeschlossen wurde.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: E-Mail mit der Kopie der abgeschlossenen Dokumente, die nach Abschluss an die Empfänger gesendet wird.
   form_custom_css: Benutzerdefiniertes CSS für Formular
   subject: Betreff
   body: Inhalt
@@ -6599,6 +6646,7 @@ de: &de
     invite: Einladung
     link: Link
     mcp: MCP
+    self: Selbst unterschreiben
   submission_event_names:
     send_email_to_html: '<b>E-Mail gesendet</b> an %{submitter_name}'
     bounce_email_html: '<b>E-Mail unzustellbar</b> %{submitter_name}'
@@ -7595,6 +7643,13 @@ nl: &nl
   completed_form_message: Bericht voltooid formulier
   completed_form_redirect_button: Knop voor doorverwijzing na voltooid formulier
   documents_copy_email: E-mail met kopie van documenten
+  signature_request_email_sent_to_recipients_with_a_link_to_review_and_sign: E-mail met het handtekeningverzoek die naar de ontvangers wordt verzonden met een link om te bekijken en te ondertekenen.
+  view_only_email_sent_to_recipients_that_need_to_only_review_the_documents: E-mail met alleen weergave die wordt verzonden naar ontvangers die de documenten alleen hoeven te bekijken.
+  reminds_recipients_who_havent_completed_their_part_yet_to_sign_following_the_reminders_schedule: Herinnert ontvangers die hun deel nog niet hebben voltooid eraan te ondertekenen, volgens het herinneringsschema.
+  signature_request_sms_sent_to_recipients_with_a_link_to_review_and_sign: Sms met het handtekeningverzoek die naar de ontvangers wordt verzonden met een link om te bekijken en te ondertekenen.
+  phone_2fa_verification_text_message: Sms-bericht voor 2FA-verificatie via telefoon.
+  notification_email_sent_to_the_sender_user_and_bcc_addresses_once_the_submission_is_completed_by_all_parties: Meldingse-mail die naar de verzendende gebruiker en de BCC-adressen wordt gestuurd zodra de indiening door alle partijen is voltooid.
+  completed_documents_copy_email_sent_to_recipients_upon_completion_containing_their_documents: E-mail met een kopie van de voltooide documenten die na voltooiing naar de ontvangers wordt verzonden.
   form_custom_css: Aangepaste CSS voor formulier
   subject: Onderwerp
   body: Inhoud
@@ -8239,6 +8294,7 @@ nl: &nl
     invite: Uitnodiging
     link: Link
     mcp: MCP
+    self: Zelf ondertekenen
   submission_event_names:
     send_email_to_html: "<b>E-mail verzonden</b> naar %{submitter_name}"
     bounce_email_html: "<b>E-mail geretourneerd</b> %{submitter_name}"

config/routes.rb

@@ -142,7 +142,8 @@ Rails.application.routes.draw do
     get :completed
   end
 
-  resource :resubmit_form, controller: 'start_form', only: :update
+  resource :resubmit_form, controller: 'start_form_resubmit', only: :update
+  resources :start_form_self, only: :update
   resource :submit_form_email_2fa, only: %i[create update]
   resources :start_form_email_2fa_send, only: :create
 

config/secrets.yml

@@ -1,8 +0,0 @@
-development:
-  secret_key_base: 5e626815c7ef00cc5d7b46ff3099160f25e5271b00ced3b8eba1d5045eb0db0ddb925c85b2fea6b2acb4cbdcb779ba9c5a31600f31e6ee8944ada47a768f6a7f
-
-test:
-  secret_key_base: 7d754998067691dc61859c6c3109966c44e1756a46fd2409f1d81403599605c103ff84b12102673b498bdbaba04d9949d8d7a2f7af47529ee6dc4dd19f0aef3e
-
-production:
-  secret_key_base: <%= ENV["SECRET_KEY_BASE"] %>

db/migrate/20260819091500_add_submissions_account_template_statistics.rb

@@ -0,0 +1,18 @@
+# frozen_string_literal: true
+
+class AddSubmissionsAccountTemplateStatistics < ActiveRecord::Migration[8.1]
+  def up
+    return unless adapter_name == 'PostgreSQL'
+
+    execute <<~SQL.squish
+      CREATE STATISTICS IF NOT EXISTS submissions_account_template_stats (dependencies, ndistinct)
+      ON account_id, template_id FROM submissions
+    SQL
+  end
+
+  def down
+    return unless adapter_name == 'PostgreSQL'
+
+    execute 'DROP STATISTICS IF EXISTS submissions_account_template_stats'
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[8.1].define(version: 2026_07_07_055354) do
+ActiveRecord::Schema[8.1].define(version: 2026_08_19_091500) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "btree_gin"
   enable_extension "pg_catalog.plpgsql"

lib/submissions/generate_audit_trail.rb

@@ -219,7 +219,7 @@ module Submissions
 
         [
           composer.document.layout.formatted_text_box(
-            [{ text: document.filename.to_s }]
+            [{ text: TextUtils.maybe_rtl_reverse(document.filename.to_s) }]
           ),
           composer.document.layout.formatted_text_box(
             [
@@ -272,7 +272,9 @@ module Submissions
           [
             composer.document.layout.formatted_text_box(
               [
-                submission.template_submitters.size > 1 && { text: "#{item['name']}\n" },
+                submission.template_submitters.size > 1 && {
+                  text: "#{TextUtils.maybe_rtl_reverse(item['name'].to_s)}\n"
+                },
                 submitter.email && { text: "#{submitter.email}\n", font: [FONT_NAME, { variant: :bold }] },
                 submitter.name && { text: "#{TextUtils.maybe_rtl_reverse(submitter.name)}\n" },
                 submitter.phone && { text: "#{submitter.phone}\n" }
@@ -425,7 +427,7 @@ module Submissions
                       r.submissions_preview_url(submission.slug, **Docuseal.default_url_options)
                     end
 
-                  { link:, text: "#{attachment.filename}\n", style: :link }
+                  { link:, text: "#{TextUtils.maybe_rtl_reverse(attachment.filename.to_s)}\n", style: :link }
                 end,
                 padding: [0, 0, 10, 0]
               )
@@ -476,6 +478,8 @@ module Submissions
               submitter.name || submitter.email || submitter.phone
           end
 
+        submitter_name = TextUtils.maybe_rtl_reverse(submitter_name.to_s)
+
         text =
           if event.event_type == 'complete_verification'
             I18n.t('submission_event_names.complete_verification_by_html', provider: event.data['method'],
@@ -483,18 +487,22 @@ module Submissions
           elsif event.event_type == 'invite_party' &&
                 (invited_submitter = submission.submitters.find { |e| e.uuid == event.data['uuid'] }) &&
                 (name = submission.template_submitters.find { |e| e['uuid'] == event.data['uuid'] }&.dig('name'))
-            invited_submitter_name = [invited_submitter.name || invited_submitter.email || invited_submitter.phone,
-                                      name].join(' ')
+            invited_submitter_name = TextUtils.maybe_rtl_reverse(
+              [invited_submitter.name || invited_submitter.email || invited_submitter.phone, name].join(' ')
+            )
             I18n.t('submission_event_names.invite_party_by_html', invited_submitter_name:,
                                                                   submitter_name:)
           elsif with_audit_sender && (event.event_type == 'send_email' || event.event_type == 'send_sms')
+            created_by_name = TextUtils.maybe_rtl_reverse(submission.created_by_user.full_name)
+
             [
               I18n.t("submission_event_names.#{event.event_type}_to_html", submitter_name:),
-              "<b>#{I18n.t(:from)}</b> #{submission.created_by_user.full_name} #{submission.created_by_user.email}"
+              "<b>#{I18n.t(:from)}</b> #{created_by_name} #{submission.created_by_user.email}"
             ].join("\n")
           elsif event.event_type == 'delegate_form'
             from = event.data['old_email'].presence ||
                    versions.rfind { |v| v.created_at <= event.event_timestamp }&.then { |v| v.name || v.phone }
+            from = TextUtils.maybe_rtl_reverse(from.to_s)
             I18n.t('submission_event_names.delegate_form_by_html', from:, to: event.data['email'])
           elsif event.event_type.include?('send_')
             I18n.t("submission_event_names.#{event.event_type}_to_html", submitter_name:)

lib/submissions/generate_result_attachments.rb

@@ -346,8 +346,11 @@ module Submissions
                   (with_signature_id_completed_at ? submitter.completed_at : nil) || attachment.created_at
 
                 if with_signature_id_reason || field.dig('preferences', 'reasons').present?
-                  "#{"#{I18n.t('reason')}: " if reason_value}#{reason_value || I18n.t('digitally_signed_by')} " \
-                    "#{submitter.name}#{" <#{submitter.email}>" if submitter.email.present?}\n" \
+                  reason_line =
+                    "#{"#{I18n.t('reason')}: " if reason_value}#{reason_value || I18n.t('digitally_signed_by')} " \
+                    "#{submitter.name}#{" <#{submitter.email}>" if submitter.email.present?}"
+
+                  "#{TextUtils.maybe_rtl_reverse(reason_line)}\n" \
                     "#{I18n.l(signature_timestamp.in_time_zone(timezone), format: time_format)} " \
                     "#{TimeUtils.timezone_abbr(timezone, signature_timestamp)}"
                 else
@@ -509,7 +512,9 @@ module Submissions
                 cv.image(PdfIcons.paperclip_io, at: [0, 0], width: box.content_width)
               end
 
-              acc << HexaPDF::Layout::TextFragment.create("#{attachment.filename}\n", font:, font_size:)
+              acc << HexaPDF::Layout::TextFragment.create(
+                "#{TextUtils.maybe_rtl_reverse(attachment.filename.to_s)}\n", font:, font_size:
+              )
             end
 
             lines = layouter.fit(items, area['w'] * width, height).lines

lib/submitters/start_form.rb

@@ -0,0 +1,145 @@
+# frozen_string_literal: true
+
+module Submitters
+  module StartForm
+    COOKIES_TTL = 12.hours
+    START_FORM_COOKIES_TTL = 7.days
+    RESUBMIT_TTL = 3.days
+    COOKIES_DEFAULTS = { httponly: true, secure: Rails.env.production? }.freeze
+
+    NotSaved = Class.new(StandardError)
+
+    module_function
+
+    def can_resubmit?(submitter)
+      submitter.completed_at? && submitter.completed_at > RESUBMIT_TTL.ago &&
+        %w[api embed mcp].exclude?(submitter.submission.source) &&
+        submitter.account.account_configs.find_or_initialize_by(key: AccountConfig::ALLOW_TO_RESUBMIT).value != false
+    end
+
+    def can_reopen?(template, submitter, request:, current_user:)
+      return false if submitter.submission&.completed_at? && submitter.viewer?
+      return true if request.cookie_jar.encrypted[:start_form_slug] == submitter.slug
+      return true if request.cookie_jar.encrypted[:email_2fa_slug] == submitter.slug
+      return false if submitter.email.blank?
+      return true if submitter.completed_at?
+      return false if submitter.submission.source_embed?
+      return true if template.preferences['shared_link_2fa'] == true
+      return false if submitter.submission.source_link?
+      return true if current_user && submitter.email == current_user.email &&
+                     current_user.account_id == submitter.account_id
+
+      Docuseal.multitenant? || Accounts.can_send_emails?(template.account)
+    end
+
+    def assign_start_form_cookie(submitter, request)
+      request.cookie_jar.encrypted[:start_form_slug] =
+        { value: submitter.slug, expires: START_FORM_COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+    end
+
+    def find_or_initialize_submitter(template, submitter_params, exclude_completed:, request:, current_user: nil)
+      required_fields = template.preferences.fetch('link_form_fields', ['email'])
+
+      required_params = required_fields.index_with { |key| submitter_params[key] }
+
+      find_params = required_params.except('name')
+
+      submitter =
+        if find_params.compact_blank.blank?
+          Submitter.new
+        else
+          build_submitters_scope(template, exclude_completed:).find_or_initialize_by(find_params)
+        end
+
+      if submitter.persisted? && !can_reopen?(template, submitter, request:, current_user:)
+        submitter = Submitter.new(find_params)
+      end
+
+      submitter.name = required_params['name'] if submitter.new_record?
+
+      submitter
+    end
+
+    def build_submitters_scope(template, exclude_completed: false, source: nil)
+      submissions = template.submissions.non_expired.active
+      submissions = submissions.where(source:) if source
+
+      Submitter
+        .where(submission: submissions)
+        .order(id: :desc)
+        .where(declined_at: nil)
+        .where(external_id: nil)
+        .then { |rel| exclude_completed ? rel.where(completed_at: nil) : rel }
+    end
+
+    def assign_submission_attributes(submitter, template, ip:, user_agent:, source: :link, resubmit_submitter: nil)
+      submitter.assign_attributes(
+        uuid: first_submitter_uuid(template),
+        ip:,
+        ua: user_agent,
+        values: resubmit_submitter&.preferences&.fetch('default_values', nil) || {},
+        preferences: resubmit_submitter&.preferences.presence || { 'send_email' => true },
+        metadata: resubmit_submitter&.metadata.presence || {}
+      )
+
+      submitter.assign_attributes(resubmit_submitter.slice(:name, :email, :phone)) if resubmit_submitter
+
+      if submitter.values.present?
+        resubmit_submitter.attachments.each do |attachment|
+          submitter.attachments << attachment.dup if submitter.values.value?(attachment.uuid)
+        end
+      end
+
+      submitter.submission ||= Submission.new(template:,
+                                              account_id: template.account_id,
+                                              template_submitters: template.submitters,
+                                              expire_at: Templates.build_default_expire_at(template),
+                                              submitters: [submitter],
+                                              source:)
+
+      Submissions::CreateFromSubmitters.maybe_set_dynamic_documents(submitter.submission)
+
+      submitter.account_id = submitter.submission.account_id
+
+      submitter
+    end
+
+    def first_submitter_uuid(template)
+      (Templates.filter_undefined_submitters(template.submitters).first || template.submitters.first)['uuid']
+    end
+
+    def verify_2fa_and_save_submitter(submitter, request, is_new_record:)
+      is_otp_verified = Submitters.verify_link_otp!(request.params[:one_time_code], submitter)
+
+      return false if !is_otp_verified && request.cookie_jar.encrypted[:email_2fa_slug] != submitter.slug
+
+      raise NotSaved unless submitter.save
+
+      enqueue_new_submitter_jobs(submitter) if is_new_record
+
+      assign_start_form_cookie(submitter, request)
+
+      if is_otp_verified
+        SubmissionEvents.create_with_tracking_data(submitter, 'email_verified', request)
+
+        request.cookie_jar.encrypted[:email_2fa_slug] =
+          { value: submitter.slug, expires: COOKIES_TTL.from_now, **COOKIES_DEFAULTS }
+      end
+
+      true
+    end
+
+    def enqueue_new_submitter_jobs(submitter)
+      WebhookUrls.enqueue_events(submitter.submission, 'submission.created')
+
+      SearchEntries.enqueue_reindex(submitter)
+
+      expire_at = submitter.submission.expire_at
+
+      return unless expire_at
+
+      ProcessSubmissionExpiredJob.perform_at(expire_at, 'submission_id' => submitter.submission_id,
+                                                        'expire_at' => expire_at.to_i)
+    end
+  end
+end

lib/templates/process_document.rb

@@ -41,16 +41,24 @@ module Templates
       attachment
     end
 
-    def process(attachment, data, extract_fields: false)
+    def process(attachment, data, extract_fields: false, doc: nil)
       if attachment.content_type == PDF_CONTENT_TYPE && extract_fields && data.size < MAX_FLATTEN_FILE_SIZE
-        pdf = HexaPDF::Document.new(io: StringIO.new(data))
+        if doc
+          fields = Templates::FindPdfiumAcroFields.call(attachment, doc, data)
+        else
+          pdf = HexaPDF::Document.new(io: StringIO.new(data))
 
-        fields = Templates::FindAcroFields.call(pdf, attachment, data)
+          fields = Templates::FindAcroFields.call(pdf, attachment, data)
+        end
       end
 
-      pdf ||= HexaPDF::Document.new(io: StringIO.new(data))
+      if doc
+        number_of_pages = doc.page_count
+      else
+        pdf ||= HexaPDF::Document.new(io: StringIO.new(data))
 
-      number_of_pages = pdf.pages.size
+        number_of_pages = pdf.pages.size
+      end
 
       attachment.metadata['pdf'] ||= {}
       attachment.metadata['pdf']['number_of_pages'] = number_of_pages