Merge from docusealco/wip

.github/workflows/ci.yml

@@ -12,7 +12,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 4.0.5
+          ruby-version: 4.0.9
       - name: Cache gems
         uses: actions/cache@v4
         with:
@@ -37,7 +37,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 4.0.5
+          ruby-version: 4.0.9
       - name: Cache gems
         uses: actions/cache@v4
         with:
@@ -89,7 +89,7 @@ jobs:
       - name: Install Ruby
         uses: ruby/setup-ruby@v1
         with:
-          ruby-version: 4.0.5
+          ruby-version: 4.0.9
       - name: Cache gems
         uses: actions/cache@v4
         with:
@@ -113,7 +113,7 @@ jobs:
     runs-on: ubuntu-latest
     timeout-minutes: 15
     container:
-      image: ruby:4.0.5-alpine
+      image: ruby:4.0.9-alpine
 
     services:
       postgres:

Dockerfile

@@ -1,4 +1,4 @@
-FROM ruby:4.0.5-alpine AS download
+FROM ruby:4.0.9-alpine AS download
 
 WORKDIR /fonts
 
@@ -17,7 +17,7 @@ RUN apk --no-cache add wget unzip && \
     mkdir -p /pdfium-linux && \
     unzip -q pdfium-linux.zip -d /pdfium-linux
 
-FROM ruby:4.0.5-alpine AS webpack
+FROM ruby:4.0.9-alpine AS webpack
 
 ENV RAILS_ENV=production
 ENV NODE_ENV=production
@@ -44,7 +44,7 @@ COPY ./app/views ./app/views
 
 RUN echo "gem 'shakapacker'" > Gemfile && ./bin/shakapacker
 
-FROM ruby:4.0.5-alpine AS app
+FROM ruby:4.0.9-alpine AS app
 
 ENV RAILS_ENV=production
 ENV BUNDLE_WITHOUT="development:test"
@@ -52,7 +52,8 @@ ENV OPENSSL_CONF=/etc/openssl_legacy.cnf
 
 WORKDIR /app
 
-RUN apk add --no-cache libpq vips redis onnxruntime leptonica && \
+RUN apk upgrade --no-cache ca-certificates-bundle && \
+    apk add --no-cache libpq vips redis onnxruntime leptonica jemalloc font-liberation font-carlito && \
     rm -f /usr/bin/onnx_test_runner /usr/bin/onnxruntime_test
 
 RUN addgroup -g 2000 docuseal && adduser -u 2000 -G docuseal -s /bin/sh -D -h /home/docuseal docuseal
@@ -91,7 +92,7 @@ COPY --chown=docuseal:docuseal --from=download /model.onnx /app/tmp/model.onnx
 COPY --chown=docuseal:docuseal --from=webpack /app/public/packs ./public/packs
 
 RUN mkdir -p /app/public/fonts && ln -s /fonts/DancingScript-Regular.otf /app/public/fonts/ && \
-    mkdir -p /usr/share/fonts/noto && ln -s /fonts/GoNotoKurrent-Regular.ttf /usr/share/fonts/noto/ && ln -s /fonts/GoNotoKurrent-Bold.ttf /usr/share/fonts/noto/ && fc-cache -f && \
+    mkdir -p /usr/share/fonts/noto/bold && ln -s /fonts/GoNotoKurrent-Regular.ttf /usr/share/fonts/noto/ && ln -s /fonts/GoNotoKurrent-Bold.ttf /usr/share/fonts/noto/bold/ && fc-cache -f && \
     bundle exec bootsnap precompile -j 1 --gemfile app/ lib/ && \
     chown -R docuseal:docuseal /app/tmp/cache
 
@@ -100,6 +101,8 @@ ENV HOME=/home/docuseal
 ENV WORKDIR=/data/docuseal
 ENV VIPS_MAX_COORD=17000
 ENV VIPS_BLOCK_UNTRUSTED=1
+# ENV LD_PRELOAD=/usr/lib/libjemalloc.so.2
+ENV MALLOC_CONF=dirty_decay_ms:1000,narenas:2,background_thread:true
 
 EXPOSE 3000
 CMD ["/app/bin/bundle", "exec", "puma", "-C", "/app/config/puma.rb", "--dir", "/app"]

Gemfile

@@ -2,7 +2,7 @@
 
 source 'https://rubygems.org'
 
-ruby '4.0.5'
+ruby '4.0.9'
 
 gem 'addressable'
 gem 'arabic-letter-connector', require: false
@@ -45,6 +45,7 @@ gem 'trilogy', require: false
 gem 'turbo-rails'
 gem 'twitter_cldr', require: false
 gem 'tzinfo-data'
+gem 'wordcraft', require: false, group: :ce
 gem 'xlsxtream', require: false
 
 group :development, :test do

Gemfile.lock

@@ -572,6 +572,16 @@ GEM
       base64
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
+    wordcraft (0.11.0-aarch64-linux-gnu)
+      ffi (>= 1.15)
+    wordcraft (0.11.0-aarch64-linux-musl)
+      ffi (>= 1.15)
+    wordcraft (0.11.0-arm64-darwin)
+      ffi (>= 1.15)
+    wordcraft (0.11.0-x86_64-linux-gnu)
+      ffi (>= 1.15)
+    wordcraft (0.11.0-x86_64-linux-musl)
+      ffi (>= 1.15)
     xlsxtream (3.1.0)
       zip_kit (>= 6.2, < 7)
     xpath (3.2.0)
@@ -650,10 +660,11 @@ DEPENDENCIES
   tzinfo-data
   web-console
   webmock
+  wordcraft
   xlsxtream
 
 RUBY VERSION
-  ruby 4.0.5
+  ruby 4.0.9
 
 BUNDLED WITH
   4.0.3

app/controllers/api/attachments_controller.rb

@@ -1,74 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class AttachmentsController < ActionController::API
-    include ActionController::Cookies
-    include ActiveStorage::SetCurrent
-
-    COOKIE_STORE_LIMIT = 10
-
-    def create
-      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
-
-      unless can_upload?(@submitter)
-        return render json: { error: I18n.t('form_has_been_archived') }, status: :unprocessable_content
-      end
-
-      file = params[:file]
-
-      if params[:type].in?(%w[initials signature])
-        image = ImageUtils.load_vips(file.read, content_type: file.content_type)
-
-        if ImageUtils.blank?(image)
-          Rollbar.error("Empty signature: #{@submitter.id}") if defined?(Rollbar)
-
-          return render json: { error: "#{params[:type]} is empty" }, status: :unprocessable_content
-        end
-
-        if ImageUtils.error?(image)
-          Rollbar.error("Error signature: #{@submitter.id}") if defined?(Rollbar)
-
-          return render json: { error: "#{params[:type]} error, try to sign on another device" },
-                        status: :unprocessable_content
-        end
-
-        metadata = { analyzed: true, identified: true, width: image.width, height: image.height }
-      end
-
-      attachment = Submitters.create_attachment!(@submitter, file, metadata:)
-
-      if params[:remember_signature] == 'true' && @submitter.email.present?
-        cookies.encrypted[:signature_uuids] = build_new_cookie_signatures_json(@submitter, attachment)
-      end
-
-      render json: attachment.as_json(only: %i[uuid created_at], methods: %i[url filename content_type])
-    rescue Submitters::MaliciousFileExtension => e
-      Rollbar.error(e) if defined?(Rollbar)
-
-      render json: { error: e.message }, status: :unprocessable_content
-    end
-
-    def can_upload?(submitter)
-      !submitter.declined_at? &&
-        !submitter.completed_at? &&
-        !submitter.submission.archived_at? &&
-        !submitter.submission.expired? &&
-        !submitter.submission.template&.archived_at?
-    end
-
-    def build_new_cookie_signatures_json(submitter, attachment)
-      values =
-        begin
-          JSON.parse(cookies.encrypted[:signature_uuids].presence || '{}')
-        rescue JSON::ParserError
-          {}
-        end
-
-      values[submitter.email] = attachment.uuid
-
-      values = values.to_a.last(COOKIE_STORE_LIMIT).to_h if values.size > COOKIE_STORE_LIMIT
-
-      values.to_json
-    end
-  end
-end

app/controllers/api/submitter_email_clicks_controller.rb

@@ -1,15 +0,0 @@
-# frozen_string_literal: true
-
-module Api
-  class SubmitterEmailClicksController < ActionController::API
-    def create
-      @submitter = Submitter.find_by!(slug: params[:submitter_slug])
-
-      if params[:t] == SubmissionEvents.build_tracking_param(@submitter, 'click_email')
-        SubmissionEvents.create_with_tracking_data(@submitter, 'click_email', request)
-      end
-
-      render json: {}
-    end
-  end
-end

app/controllers/api/submitters_controller.rb

@@ -179,10 +179,7 @@ module Api
       submitters = submitters.where(external_id: params[:external_id]) if params[:external_id].present?
       submitters = submitters.where(slug: params[:slug]) if params[:slug].present?
       submitters = submitters.where(submission_id: params[:submission_id]) if params[:submission_id].present?
-
-      if params[:template_id].present?
-        submitters = submitters.joins(:submission).where(submissions: { template_id: params[:template_id] })
-      end
+      submitters = submitters.where(template_id: params[:template_id]) if params[:template_id].present?
 
       maybe_filter_by_completed_at(submitters, params)
     end

app/controllers/submit_form_upload_controller.rb

@@ -34,7 +34,7 @@ class SubmitFormUploadController < ActionController::API
     attachment = Submitters.create_attachment!(@submitter, file, metadata:)
 
     if params[:remember_signature] == 'true' && @submitter.email.present?
-      cookies.encrypted[:signature_uuids] = build_new_cookie_signatures_json(@submitter, attachment)
+      cookies.permanent.encrypted[:signature_uuids] = build_new_cookie_signatures_json(@submitter, attachment)
     end
 
     render json: attachment.as_json(only: %i[uuid created_at], methods: %i[url filename content_type])

app/controllers/template_sharings_testing_controller.rb

@@ -8,7 +8,9 @@ class TemplateSharingsTestingController < ApplicationController
   end
 
   def create
-    testing_account = Accounts.find_or_create_testing_user(true_user.account).account
+    account = can?(:manage, :tenants_test) ? current_account : true_user.account
+
+    testing_account = Accounts.find_or_create_testing_user(account).account
 
     if params[:value] == '1'
       TemplateSharing.create!(ability: :manage, account: testing_account, template: @template)

app/javascript/application.js

@@ -228,6 +228,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
       template,
       customFields: reactive(JSON.parse(this.dataset.customFields || '[]')),
       dateFormats: JSON.parse(this.dataset.dateFormats || '[]'),
+      autosave: this.dataset.autosave !== 'false',
       dynamicDocuments: reactive(JSON.parse(this.dataset.dynamicDocuments || '[]')),
       backgroundColor: '#faf7f5',
       locale: this.dataset.locale,

app/javascript/elements/native_modal.js

@@ -22,7 +22,7 @@ export default class extends HTMLElement {
   }
 
   async flashFrom (fetchResponse) {
-    const html = await fetchResponse?.responseHTML
+    const html = await fetchResponse?.responseHTML.catch(() => null)
     const flash = html && new DOMParser().parseFromString(html, 'text/html').getElementById('native_flash')
 
     if (flash?.dataset.alert) return { alert: flash.dataset.alert }

app/javascript/elements/toggle_send_title.js

@@ -12,7 +12,14 @@ export default class extends HTMLElement {
   toggle = (event) => {
     if (event?.type === 'input' && event.target.matches(this.fieldSelector('name'))) return
 
-    const isNameOnly = (field) => this.isFilled('name') && !this.isFilled(field)
+    if (event?.type === 'focusin' && !this.isKeepSendUsed && this.isFocusFromName(event)) {
+      this.isKeepSendUsed = true
+      this.keepSendInput = event.target
+    } else if (event?.type === 'focusout' && event.target === this.keepSendInput) {
+      this.keepSendInput = null
+    }
+
+    const isNameOnly = (field) => this.isFilled('name') && !this.isFilled(field) && !this.keepSendInput?.matches(this.fieldSelector(field))
 
     const isSend = (this.isChecked('send_email') && !isNameOnly('email')) ||
       (this.isChecked('send_sms') && !isNameOnly('phone'))
@@ -29,12 +36,17 @@ export default class extends HTMLElement {
     return [...this.form.querySelectorAll(this.fieldSelector(field))].some((input) => input.value.trim())
   }
 
+  isFocusFromName ({ target, relatedTarget }) {
+    return !!relatedTarget?.matches(this.fieldSelector('name')) && !!relatedTarget.value.trim() &&
+      ['email', 'phone'].some((field) => target.matches(this.fieldSelector(field)))
+  }
+
   fieldSelector (field) {
     return `[name$="[][${field}]"]`
   }
 
   get events () {
-    return ['change', 'input', 'linked-input.update']
+    return ['change', 'input', 'linked-input.update', 'focusin', 'focusout']
   }
 
   get form () {

app/javascript/submission_form/kba_step.vue

@@ -3,11 +3,19 @@
     v-if="!error"
     class="label text-xl sm:text-2xl py-0 mb-2 sm:mb-3.5 field-name-label"
   >
-    <MarkdownContent
-      v-if="field.title"
-      :string="field.title"
-    />
-    <template v-else>{{ field.name || 'Knowledge Based Authentication' }}</template>
+    <span class="flex items-end">
+      <MarkdownContent
+        v-if="field.title"
+        :string="field.title"
+      />
+      <template v-else>{{ field.name || 'Knowledge Based Authentication' }}</template>
+      <span
+        class="tooltip tooltip-bottom ml-2 mb-1"
+        data-tip="To verify your identity, the details you enter are checked against third-party records, which may include credit bureau data, and used to generate questions based on those records. Only these identity details are shared with the identity verification provider; this document and your tax return information are not shared with it or with any credit reporting company. If the check is recorded on your credit report, it appears as a soft inquiry, which does not affect your credit score and is not shown to lenders. This check does not give the sender of this document or the IRS access to your credit report."
+      >
+        <IconInfoCircle class="w-4 h-4 text-neutral-500" />
+      </span>
+    </span>
     <span
       v-if="questions"
       class="float-right font-normal text-neutral-500 mt-1 whitespace-nowrap text-right text-sm"
@@ -282,13 +290,14 @@
 
 <script>
 import MarkdownContent from './markdown_content'
-import { IconInnerShadowTop } from '@tabler/icons-vue'
+import { IconInnerShadowTop, IconInfoCircle } from '@tabler/icons-vue'
 
 export default {
   name: 'KbaStep',
   components: {
     MarkdownContent,
-    IconInnerShadowTop
+    IconInnerShadowTop,
+    IconInfoCircle
   },
   inject: ['baseUrl', 't'],
   props: {

app/javascript/template_builder/builder.vue

@@ -415,9 +415,9 @@
                     <a
                       :href="`/templates/${template.id}/form`"
                       :data-native-actions="template.submitters.length > 1 ? 'users' : null"
-                      data-turbo="false"
+                      data-turbo-prefetch="false"
                       class="flex items-center justify-center space-x-2"
-                      @click.exact="isPreviewLoading = true"
+                      @click.exact="onSaveAndPreviewClick"
                     >
                       <IconInnerShadowTop
                         v-if="isPreviewLoading"
@@ -640,6 +640,7 @@
                 :draw-field-type="drawFieldType"
                 :draw-custom-field="drawCustomField"
                 :draw-option="drawOption"
+                :autosave="autosave"
                 @update="onDynamicDocumentUpdate"
                 @draw="clearDrawField"
                 @add-custom-field="addCustomField"
@@ -1379,6 +1380,7 @@ export default {
       isPreviewLoading: false,
       isLoadingBlankPage: false,
       isSaving: false,
+      hasUnsavedChanges: false,
       isDetectingPageFields: false,
       detectFieldsQueue: [],
       detectingAnalyzingProgress: null,
@@ -1662,6 +1664,11 @@ export default {
 
     window.addEventListener('dragleave', this.onWindowDragLeave)
 
+    if (!this.autosave) {
+      window.addEventListener('beforeunload', this.onBeforeUnload)
+      document.addEventListener('turbo:before-visit', this.onBeforeVisit)
+    }
+
     this.$nextTick(() => {
       if (document.location.search?.includes('stripe_connect_success')) {
         document.querySelector('form[action="/auth/stripe_connect"]')?.closest('.dropdown')?.querySelector('label')?.focus()
@@ -1685,6 +1692,11 @@ export default {
 
     this.resizeObserver.disconnect()
     window.removeEventListener('dragleave', this.onWindowDragLeave)
+
+    if (!this.autosave) {
+      window.removeEventListener('beforeunload', this.onBeforeUnload)
+      document.removeEventListener('turbo:before-visit', this.onBeforeVisit)
+    }
   },
   beforeUpdate () {
     this.documentRefs = []
@@ -2241,6 +2253,37 @@ export default {
         this.insertField(field)
       }
     },
+    onSaveAndPreviewClick (event) {
+      this.isPreviewLoading = true
+
+      if (!this.autosave) {
+        event.preventDefault()
+
+        const dynamicDocumentRefs = this.documentRefs.filter((ref) => ref.isDynamic)
+
+        dynamicDocumentRefs.forEach((ref) => ref.update())
+
+        this.rebuildVariablesSchema({ disable: false })
+
+        Promise.all([this.save({ force: true }), ...dynamicDocumentRefs.map((ref) => ref.saveBody())]).then(() => {
+          window.Turbo.visit(`/templates/${this.template.id}/form`)
+        })
+      }
+    },
+    onBeforeUnload (event) {
+      if (this.hasUnsavedChanges) {
+        event.preventDefault()
+
+        event.returnValue = ''
+
+        return ''
+      }
+    },
+    onBeforeVisit (event) {
+      if (this.hasUnsavedChanges && !window.confirm(this.t('close_without_saving_changes'))) {
+        event.preventDefault()
+      }
+    },
     closeDropdown () {
       document.activeElement.blur()
     },
@@ -4036,6 +4079,8 @@ export default {
       }
 
       if (!this.autosave && !force) {
+        this.hasUnsavedChanges = true
+
         return Promise.resolve({})
       }
 
@@ -4058,6 +4103,8 @@ export default {
         }),
         headers: { 'Content-Type': 'application/json' }
       }).then(() => {
+        this.hasUnsavedChanges = false
+
         if (this.onSave) {
           this.onSave(this.template)
         }

app/javascript/template_builder/dynamic_document.vue

@@ -84,6 +84,11 @@ export default {
       required: false,
       default: true
     },
+    autosave: {
+      type: Boolean,
+      required: false,
+      default: true
+    },
     selectedSubmitter: {
       type: Object,
       required: false,
@@ -279,7 +284,7 @@ export default {
 
       this.updatedSectionEditors.set(section.id, editor)
 
-      this.saveTimer = setTimeout(() => this.updateSectionsAndSave(), 1000)
+      this.saveTimer = setTimeout(() => this.autosave ? this.updateSectionsAndSave() : this.updateSections(), 1000)
     },
     loadListsStyle () {
       this.listsStyle = this.bodyDom.querySelector('body > style[data-lists]')?.textContent || null
@@ -299,7 +304,9 @@ export default {
     updateVariablesSchema () {
       this.document.variables_schema = buildVariablesSchema(this.bodyDom.body)
     },
-    updateSectionsAndSave () {
+    updateSections () {
+      delete this.saveTimer
+
       this.updatedSectionEditors.forEach((editor, sectionId) => {
         const target = this.bodyDom.getElementById(sectionId)
 
@@ -315,6 +322,9 @@ export default {
       this.updateVariablesSchema()
 
       this.$emit('update', this.document)
+    },
+    updateSectionsAndSave () {
+      this.updateSections()
 
       return this.saveBody()
     },

app/javascript/template_builder/dynamic_editor.js

@@ -27,13 +27,17 @@ tiptapStylesheet.replaceSync(
   font-feature-settings: "liga" 0;
   display: flex;
   flex-flow: column nowrap;
-  min-height: inherit;
+  flex-grow: 1;
 }
 
-.ProseMirror > article {
+.ProseMirror > article:last-of-type {
   margin-bottom: auto;
 }
 
+.ProseMirror p.doc-trailing-break::after {
+  content: none;
+}
+
 .ProseMirror [contenteditable="false"] {
   white-space: normal;
 }

app/javascript/template_builder/i18n.js

@@ -70,6 +70,7 @@ const en = {
   remove_condition: 'Remove condition',
   add_condition: 'Add condition',
   are_you_sure_: 'Are you sure?',
+  close_without_saving_changes: 'Close without saving changes?',
   sign_yourself: 'Sign Yourself',
   set_signing_date: 'Set signing date',
   signing_date: 'Signing Date',
@@ -371,6 +372,7 @@ const es = {
   down: 'Abajo',
   set_signing_date: 'Establecer fecha de firma',
   are_you_sure_: '¿Estás seguro?',
+  close_without_saving_changes: '¿Cerrar sin guardar los cambios?',
   sign_yourself: 'Firma tú mismo',
   checked: 'Marcado',
   current_date: 'Fecha actual',
@@ -652,6 +654,7 @@ const it = {
   remove_condition: 'Rimuovi condizione',
   add_condition: 'Aggiungi condizione',
   are_you_sure_: 'Sei sicuro?',
+  close_without_saving_changes: 'Chiudere senza salvare le modifiche?',
   sign_yourself: 'Firma te stesso',
   set_signing_date: 'Imposta data di firma',
   signing_date: 'Data di firma',
@@ -953,6 +956,7 @@ const pt = {
   down: 'Para baixo',
   set_signing_date: 'Definir data de assinatura',
   are_you_sure_: 'Tem certeza?',
+  close_without_saving_changes: 'Fechar sem salvar as alterações?',
   sign_yourself: 'Assine você mesmo',
   checked: 'Marcado',
   current_date: 'Data atual',
@@ -1234,6 +1238,7 @@ const fr = {
   remove_condition: 'Supprimer la condition',
   add_condition: 'Ajouter une condition',
   are_you_sure_: 'Êtes-vous sûr ?',
+  close_without_saving_changes: 'Fermer sans enregistrer les modifications ?',
   sign_yourself: 'Signer vous-même',
   set_signing_date: 'Définir la date de signature',
   signing_date: 'Date de signature',
@@ -1525,6 +1530,7 @@ const de = {
   remove_condition: 'Bedingung entfernen',
   add_condition: 'Bedingung hinzufügen',
   are_you_sure_: 'Sind Sie sicher?',
+  close_without_saving_changes: 'Ohne Speichern der Änderungen schließen?',
   sign_yourself: 'Selbst unterschreiben',
   set_signing_date: 'Unterzeichnungsdatum festlegen',
   signing_date: 'Unterzeichnungsdatum',
@@ -1816,6 +1822,7 @@ const nl = {
   remove_condition: 'Voorwaarde verwijderen',
   add_condition: 'Voorwaarde toevoegen',
   are_you_sure_: 'Weet u het zeker?',
+  close_without_saving_changes: 'Sluiten zonder wijzigingen op te slaan?',
   sign_yourself: 'Zelf ondertekenen',
   set_signing_date: 'Ondertekeningsdatum instellen',
   signing_date: 'Ondertekeningsdatum',

app/jobs/send_test_webhook_request_job.rb

@@ -30,14 +30,16 @@ class SendTestWebhookRequestJob
       raise LocalhostError, "Can't send to localhost." if uri.host.in?(SendWebhookRequest::LOCALHOSTS)
     end
 
-    Faraday.post(webhook_url.url,
-                 {
-                   event_type: 'form.completed',
-                   timestamp: Time.current.iso8601,
-                   data: Submitters::SerializeForWebhook.call(submitter)
-                 }.to_json,
+    body_json = {
+      event_type: 'form.completed',
+      timestamp: Time.current.iso8601,
+      data: Submitters::SerializeForWebhook.call(submitter)
+    }.to_json
+
+    Faraday.post(webhook_url.url, body_json,
                  'Content-Type' => 'application/json',
                  'User-Agent' => USER_AGENT,
+                 'X-Docuseal-Signature' => WebhookUrls::Signatures.sign(webhook_url.hmac_secret, body: body_json),
                  **webhook_url.secret.to_h)
   end
 end

app/models/account_config.rb

@@ -61,6 +61,7 @@ class AccountConfig < ApplicationRecord
   DOCUMENT_FILENAME_FORMAT_KEY = 'document_filename_format'
   TEMPLATE_CUSTOM_FIELDS_KEY = 'template_custom_fields'
   TEMPLATE_DATE_FORMATS_KEY = 'template_date_formats'
+  TEMPLATE_BUILDER_AUTOSAVE_KEY = 'template_builder_autosave'
   POLICY_LINKS_KEY = 'policy_links'
   ENABLE_MCP_KEY = 'enable_mcp'
 

app/models/submitter.rb

@@ -25,15 +25,17 @@
 #  account_id    :bigint           not null
 #  external_id   :string
 #  submission_id :bigint           not null
+#  template_id   :bigint
 #
 # 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_email                        (email)
+#  index_submitters_on_email_and_template_id        (email,template_id) WHERE (email IS NOT NULL)
 #  index_submitters_on_external_id                  (external_id)
 #  index_submitters_on_slug                         (slug) UNIQUE
 #  index_submitters_on_submission_id                (submission_id)
+#  index_submitters_on_template_id_and_id           (template_id,id)
 #
 # Foreign Keys
 #
@@ -68,6 +70,8 @@ class Submitter < ApplicationRecord
 
   scope :completed, -> { where.not(completed_at: nil) }
 
+  before_validation :set_template_id, on: :create
+
   after_destroy :anonymize_email_events, if: -> { Docuseal.multitenant? }
 
   def status
@@ -124,6 +128,10 @@ class Submitter < ApplicationRecord
 
   private
 
+  def set_template_id
+    self.template_id = submission&.template_id
+  end
+
   def anonymize_email_events
     email_events.each do |event|
       event.update!(email: Digest::MD5.base64digest(event.email))

app/views/layouts/application.html.erb

@@ -33,10 +33,10 @@
     <% end %>
     <turbo-frame id="drawer"></turbo-frame>
     <%= render turbo_native_app? ? 'shared/native_navbar' : 'shared/navbar' %>
-    <% if flash.present? %><%= render 'shared/flash' %><% end %>
-    <div class="max-w-6xl mx-auto px-4 md:px-2 mb-8">
+    <main class="max-w-6xl mx-auto px-4 md:px-2 mb-8">
       <%= yield %>
-    </div>
+    </main>
+    <% if flash.present? %><%= render 'shared/flash' %><% end %>
     <%= render 'shared/body_scripts' %>
   </body>
 </html>

app/views/layouts/form.html.erb

@@ -13,6 +13,8 @@
     <%= stylesheet_pack_tag 'form', media: 'all', data: { turbo_track: 'dynamic' } %>
   </head>
   <body>
-    <%= yield %>
+    <main>
+      <%= yield %>
+    </main>
   </body>
 </html>

app/views/layouts/plain.html.erb

@@ -13,8 +13,10 @@
     <%= stylesheet_pack_tag 'application', media: 'all', data: { turbo_track: 'dynamic' } %>
   </head>
   <body>
-    <% if flash.present? %><%= render 'shared/flash' %><% end %>
-    <%= yield %>
+    <main>
+      <%= yield %>
+    </main>
     <turbo-frame id="modal"></turbo-frame>
+    <% if flash.present? %><%= render 'shared/flash' %><% end %>
   </body>
 </html>

app/views/shared/_native_navbar.html.erb

@@ -22,13 +22,13 @@
   <% end %>
   <% if can?(:create, ::Template) && controller_name.in?(%w[templates_dashboard submissions_dashboard template_folders templates_archived submissions_archived]) %>
     <% folder_name = @template_folder&.full_name %>
-    <native-action data-placement="create" data-icon="upload" data-native="upload" data-label="<%= t('upload') %>" data-url="<%= templates_upload_path(folder_name: folder_name) %>" data-accept="image/*, application/pdf, application/zip, application/json<%= ", #{Templates::CreateAttachments::DOCUMENT_EXTENSIONS.join(', ')}" if Docuseal.advanced_formats? %>"></native-action>
+    <native-action data-placement="create" data-icon="upload" data-native="upload" data-label="<%= t('upload') %>" data-url="<%= templates_upload_path(folder_name: folder_name) %>" data-accept="image/*, application/pdf, application/zip, application/json, <%= Templates::CreateAttachments.document_extensions.join(', ') %>"></native-action>
     <native-action data-placement="create" data-icon="scan" data-native="scan" data-label="<%= t('scan') %>" data-url="<%= templates_upload_path(folder_name: folder_name) %>"></native-action>
     <native-action data-placement="create" data-icon="pencil_plus">
       <%= link_to t('create'), new_template_path(folder_name: folder_name), data: { turbo_frame: :modal, native_modal: :medium } %>
     </native-action>
     <% unless controller_name.in?(%w[templates_archived submissions_archived]) %>
-      <native-action data-placement="menu" data-menu="<%= t('new') %>" data-menu-icon="pencil_plus" data-icon="upload" data-native="upload" data-label="<%= t('upload') %>" data-url="<%= templates_upload_path(folder_name: folder_name) %>" data-accept="image/*, application/pdf, application/zip, application/json<%= ", #{Templates::CreateAttachments::DOCUMENT_EXTENSIONS.join(', ')}" if Docuseal.advanced_formats? %>"></native-action>
+      <native-action data-placement="menu" data-menu="<%= t('new') %>" data-menu-icon="pencil_plus" data-icon="upload" data-native="upload" data-label="<%= t('upload') %>" data-url="<%= templates_upload_path(folder_name: folder_name) %>" data-accept="image/*, application/pdf, application/zip, application/json, <%= Templates::CreateAttachments.document_extensions.join(', ') %>"></native-action>
       <native-action data-placement="menu" data-menu="<%= t('new') %>" data-menu-icon="pencil_plus" data-icon="scan" data-native="scan" data-label="<%= t('scan') %>" data-url="<%= templates_upload_path(folder_name: folder_name) %>"></native-action>
       <native-action data-placement="menu" data-menu="<%= t('new') %>" data-menu-icon="pencil_plus" data-icon="pencil_plus">
         <%= link_to t('create'), new_template_path(folder_name: folder_name), data: { turbo_frame: :modal, native_modal: :medium } %>

app/views/shared/_navbar.html.erb

@@ -1,5 +1,5 @@
 <%= render 'shared/navbar_warning' %>
-<div class="max-w-6xl mb-4 mx-auto px-4 md:px-2 py-3 flex items-center justify-between">
+<nav class="max-w-6xl mb-4 mx-auto px-4 md:px-2 py-3 flex items-center justify-between">
   <div class="flex items-center space-x-4">
     <a href="<%= root_path %>" class="text-2xl font-bold items-center flex space-x-2">
       <%= render 'shared/title' %>
@@ -106,4 +106,4 @@
       <% end %>
     </div>
   <% end %>
-</div>
+</nav>

app/views/shared/_settings_nav.html.erb

@@ -93,14 +93,14 @@
           </li>
         <% end %>
         <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && (current_user == true_user || current_account.testing?) %>
-          <% if Docuseal.multitenant? || !turbo_native_ios? %>
+          <% unless turbo_native_app? %>
             <li>
               <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/api") : "#{Docuseal::CONSOLE_URL}/on_premises", class: 'text-base hover:bg-base-300', data: { turbo: false } do %>
                 <% if Docuseal.multitenant? %> API <% else %> <%= t('console') %> <% end %>
               <% end %>
             </li>
           <% end %>
-          <% if Docuseal.multitenant? %>
+          <% if Docuseal.multitenant? && !turbo_native_app? %>
             <li>
               <%= link_to console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/embedding/form"), class: 'text-base hover:bg-base-300', data: { turbo: false } do %>
                 <%= t('embedding') %>

app/views/start_form/completed.html.erb

@@ -1,4 +1,4 @@
-<main class="max-w-md mx-auto px-2 mt-12 mb-4">
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
@@ -32,5 +32,5 @@
       </toggle-submit>
     <% end %>
   </div>
-</main>
+</div>
 <%= render 'shared/attribution', link_path: '/start', account: @submitter.account %>

app/views/start_form/email_verification.html.erb

@@ -2,7 +2,7 @@
 <% I18n.with_locale(@template.account.locale) do %>
   <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @template.account.name)) %>
 <% end %>
-<main class="max-w-md mx-auto px-2 mt-12 mb-4">
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
@@ -55,4 +55,4 @@
       <%= 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>
+</div>

app/views/start_form/error.html.erb

@@ -2,7 +2,7 @@
 <% I18n.with_locale(@template.account.locale) do %>
   <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @template.account.name)) %>
 <% end %>
-<main class="max-w-md mx-auto px-2 mt-12 mb-4">
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
@@ -28,4 +28,4 @@
       <%= link_to t('back'), @resubmit_submitter ? submit_form_path(@resubmit_submitter.slug) : start_form_path(@template.slug, @submitter.slice(:name, :email, :phone).compact_blank), class: 'base-button' %>
     </div>
   </div>
-</main>
+</div>

app/views/start_form/private.html.erb

@@ -2,7 +2,7 @@
 <% I18n.with_locale(@template.account.locale) do %>
   <% content_for(:html_description, t('share_link_is_currently_disabled')) %>
 <% end %>
-<main class="max-w-md space-y-6 mx-auto px-2 mt-12 mb-4">
+<div 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 'start_form/banner' %>
     <p class="text-xl font-semibold text-center">
@@ -27,5 +27,5 @@
       <%= button_to button_title(title: t('enable_shared_link'), icon: svg_icon('lock_open', class: 'w-6 h-6')), template_share_link_path(@template), params: { template: { shared_link: true }, redir: start_form_path(slug: @template.slug) }, method: :post, class: 'white-button w-full' %>
     </toggle-submit>
   <% end %>
-</main>
+</div>
 <%= render 'shared/attribution', link_path: '/start', account: @template.account %>

app/views/start_form/show.html.erb

@@ -2,7 +2,7 @@
 <% I18n.with_locale(@template.account.locale) do %>
   <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @template.account.name)) %>
 <% end %>
-<main class="max-w-md mx-auto px-2 mt-12 mb-4">
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="text-center w-full space-y-6">
@@ -66,4 +66,4 @@
     <%= render 'shared/attribution', link_path: '/start', account: @template.account %>
     <%= render 'start_form/policy', account: @template.account %>
   </div>
-</main>
+</div>

app/views/submissions/show.html.erb

@@ -11,7 +11,7 @@
 <% 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 style="max-width: 1600px" class="mx-auto pl-4">
   <% unless native_tab == 'recipients' %>
     <div class="flex justify-between items-center pr-4 sticky top-0 md:relative z-10 bg-base-100 <%= 'py-1.5' unless turbo_native_app? %>">
       <% unless turbo_native_app? %>
@@ -227,39 +227,39 @@
               </div>
               <% if submitter&.name.present? %>
                 <div class="flex items-center space-x-1 mt-1">
-                  <%= svg_icon('user', class: 'w-5 h-5') %>
-                  <span>
+                  <%= svg_icon('user', class: 'w-5 h-5 shrink-0') %>
+                  <span class="truncate">
                     <%= submitter&.name %>
                   </span>
                 </div>
               <% end %>
               <% if submitter&.email.present? %>
                 <div class="flex items-center space-x-1 mt-1">
-                  <%= svg_icon('mail', class: 'w-5 h-5') %>
-                  <span>
+                  <%= svg_icon('mail', class: 'w-5 h-5 shrink-0') %>
+                  <span class="truncate">
                     <%= submitter.email || 'N/A' %>
                   </span>
                 </div>
               <% end %>
               <% if submitter&.phone.present? %>
                 <div class="flex items-center space-x-1 mt-1">
-                  <%= svg_icon('phone', class: 'w-5 h-5') %>
-                  <span>
+                  <%= svg_icon('phone', class: 'w-5 h-5 shrink-0') %>
+                  <span class="truncate">
                     <%= submitter.phone %>
                   </span>
                 </div>
               <% end %>
               <div class="flex items-center space-x-1 mt-1">
                 <% if submitter&.viewer? %>
-                  <%= svg_icon(submitter.opened_at? ? 'file_check' : 'file_unknown', class: 'w-5 h-5') %>
+                  <%= svg_icon(submitter.opened_at? ? 'file_check' : 'file_unknown', class: 'w-5 h-5 shrink-0') %>
                 <% elsif submitter && !submitter.completed_at? && @submission.completed_at? %>
-                  <%= svg_icon('writing_off', class: 'w-5 h-5') %>
+                  <%= svg_icon('writing_off', class: 'w-5 h-5 shrink-0') %>
                 <% elsif @submission.expire_at? && submitter && !submitter.completed_at? %>
-                  <%= svg_icon('clock_exclamation', class: 'w-5 h-5') %>
+                  <%= svg_icon('clock_exclamation', class: 'w-5 h-5 shrink-0') %>
                 <% else %>
-                  <%= svg_icon('writing', class: 'w-5 h-5') %>
+                  <%= svg_icon('writing', class: 'w-5 h-5 shrink-0') %>
                 <% end %>
-                <span>
+                <span class="truncate">
                   <% 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? %>
@@ -394,7 +394,7 @@
       </label>
     </toggle-visible>
   <% end %>
-</main>
+</div>
 <% unless request.headers['HTTP_X_TURBO_REQUEST_ID'] %>
   <%= render 'scripts/autosize_field' %>
 <% end %>

app/views/submit_form/completed.html.erb

@@ -1,5 +1,5 @@
 <% completed_at = @submitter.completed_at || @submitter.submission.completed_at %>
-<main class="max-w-md mx-auto px-2 mt-12 mb-4">
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
@@ -51,5 +51,5 @@
       </toggle-submit>
     <% end %>
   </div>
-</main>
+</div>
 <%= render 'shared/attribution', link_path: '/start', account: @submitter.account %>

app/views/submit_form/email_2fa.html.erb

@@ -3,7 +3,7 @@
 <% I18n.with_locale(@submitter.account.locale) do %>
   <% content_for(:html_description, t('account_name_has_invited_you_to_fill_and_sign_documents_online_effortlessly_with_a_secure_fast_and_user_friendly_digital_document_signing_solution', account_name: @submitter.account.name)) %>
 <% end %>
-<main class="max-w-md mx-auto px-2 mt-12 mb-4">
+<div class="max-w-md mx-auto px-2 mt-12 mb-4">
   <div class="space-y-6 mx-auto">
     <div class="space-y-6">
       <div class="flex items-center justify-center">
@@ -70,4 +70,4 @@
       <div><%= t('please_contact_the_requester_to_specify_your_email_for_two_factor_authentication') %></div>
     <% end %>
   </div>
-</main>
+</div>

app/views/submit_form/show.html.erb

@@ -14,7 +14,7 @@
 <% delegate_modal_id = nil %>
 <% banner_html = turbo_native_app? ? '' : local_assigns[:banner_html] %>
 <div style="max-height: -webkit-fill-available;">
-  <main id="scrollbox">
+  <div id="scrollbox">
     <div id="sr_only_content"></div>
     <div class="mx-auto block pb-72" style="max-width: 1000px">
       <%# flex block w-full sticky top-0 z-50 space-x-2 items-center bg-yellow-100 p-2 border-y border-yellow-200 transition-transform duration-300 %>
@@ -172,7 +172,7 @@
         <% end %>
       <% end %>
     </div>
-  </main>
+  </div>
 </div>
 <div class="fixed bottom-0 w-full h-0 z-50">
   <div class="mx-auto" style="max-width: 1000px">

app/views/templates/_dropzone.html.erb

@@ -31,7 +31,7 @@
             </div>
           </span>
         </div>
-        <input id="file_dropzone_input" name="files[]" class="hidden" data-action="change:file-dropzone#onSelectFiles" data-target="file-dropzone.input" type="file" accept="image/*, application/pdf, application/zip, application/json<%= ", #{Templates::CreateAttachments::DOCUMENT_EXTENSIONS.join(', ')}" if Docuseal.advanced_formats? %>" multiple>
+        <input id="file_dropzone_input" name="files[]" class="hidden" data-action="change:file-dropzone#onSelectFiles" data-target="file-dropzone.input" type="file" accept="image/*, application/pdf, application/zip, application/json, <%= Templates::CreateAttachments.document_extensions.join(', ') %>" multiple>
       </div>
     </label>
   </file-dropzone>

app/views/templates/_upload_button.html.erb

@@ -16,7 +16,7 @@
   </label>
   <input type="hidden" name="form_id" value="<%= form_id %>">
   <convert-upload>
-    <input id="upload_template" name="files[]" class="hidden" type="file" accept="image/*, application/pdf, application/zip, application/json<%= ", #{Templates::CreateAttachments::DOCUMENT_EXTENSIONS.join(', ')}" if Docuseal.advanced_formats? %>" multiple>
+    <input id="upload_template" name="files[]" class="hidden" type="file" accept="image/*, application/pdf, application/zip, application/json, <%= Templates::CreateAttachments.document_extensions.join(', ') %>" multiple>
   </convert-upload>
   <input hidden name="folder_name" value="<%= local_assigns[:folder_name] %>">
 <% end %>

app/views/templates/edit.html.erb

@@ -7,7 +7,8 @@
     <%= button_to nil, user_configs_path, method: :post, params: { user_config: { key: UserConfig::SHOW_APP_TOUR, value: true } }, class: 'hidden', id: 'start_tour_button' %>
   <% end %>
 <% end %>
-<% account_configs = current_account.account_configs.where(key: [AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY, AccountConfig::TEMPLATE_DATE_FORMATS_KEY]).to_a %>
+<% account_configs = current_account.account_configs.where(key: [AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY, AccountConfig::TEMPLATE_DATE_FORMATS_KEY, AccountConfig::TEMPLATE_BUILDER_AUTOSAVE_KEY]).to_a %>
 <% custom_fields = account_configs.find { |e| e.key == AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY }&.value || [] %>
 <% date_formats = account_configs.find { |e| e.key == AccountConfig::TEMPLATE_DATE_FORMATS_KEY }&.value || [] %>
-<template-builder data-native-platform="<%= turbo_native_ios? ? 'ios' : (turbo_native_android? ? 'android' : '') %>" class="grid" data-template="<%= @template_data.to_json %>" data-custom-fields="<%= custom_fields.to_json %>" data-date-formats="<%= date_formats.to_json %>" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-fields-detection="true" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-with-revisions-menu="<%= @template.template_versions.exists? %>" data-locale="<%= I18n.locale %>" data-show-tour-start-form="<%= @show_tour_start_form %>"></template-builder>
+<% autosave = account_configs.find { |e| e.key == AccountConfig::TEMPLATE_BUILDER_AUTOSAVE_KEY }&.value != false %>
+<template-builder data-native-platform="<%= turbo_native_ios? ? 'ios' : (turbo_native_android? ? 'android' : '') %>" data-accept-file-types="image/*, application/pdf, application/zip, application/json, <%= Templates::CreateAttachments.document_extensions.join(', ') %>" class="grid" data-template="<%= @template_data.to_json %>" data-custom-fields="<%= custom_fields.to_json %>" data-date-formats="<%= date_formats.to_json %>" data-autosave="<%= autosave %>" data-with-sign-yourself-button="<%= !@template.archived_at? %>" data-with-fields-detection="true" data-with-send-button="<%= !@template.archived_at? && can?(:create, @template.submissions.new(account: current_account)) %>" data-with-revisions-menu="<%= @template.template_versions.exists? %>" data-locale="<%= I18n.locale %>" data-show-tour-start-form="<%= @show_tour_start_form %>"></template-builder>

app/views/templates_code_modal/show.html.erb

@@ -26,7 +26,7 @@
           <%= t('share_template_with_test_mode') %>
         </span>
         <submit-form data-on="change">
-          <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: true_user.account.testing_accounts) %>
+          <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: (can?(:manage, :tenants_test) ? current_account : true_user.account).testing_accounts) %>
         </submit-form>
       </div>
     <% end %>

app/views/templates_dashboard/index.html.erb

@@ -127,4 +127,4 @@
     <%= render 'shared/pagination', pagy: @related_submissions_pagy, items_name: 'submissions', next_page_path: submissions_path(q: params[:q]) %>
   <% end %>
 <% end %>
-<%= render 'shared/review_form' %>
+<%= render 'shared/review_form' unless turbo_native_app? %>

app/views/templates_form_preview/show.html.erb

@@ -28,7 +28,7 @@
             </submit-form>
           </form>
         <% end %>
-        <a href="<%= edit_template_path(@template) %>" class="base-button" data-turbo="false" style="flex-shrink: 0; padding: 0px 24px;">
+        <a href="<%= edit_template_path(@template) %>" class="base-button" data-turbo-prefetch="false" style="flex-shrink: 0; padding: 0px 24px;">
           <%= t('exit_preview') %>
         </a>
       </div>

app/views/templates_preferences/show.html.erb

@@ -194,7 +194,7 @@
               <%= t('share_template_with_test_mode') %>
             </span>
             <submit-form data-on="change" class="flex">
-              <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: true_user.account.testing_accounts) %>
+              <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: (can?(:manage, :tenants_test) ? current_account : true_user.account).testing_accounts) %>
             </submit-form>
           </div>
         <% end %>

config/brakeman.ignore

@@ -5,11 +5,11 @@
       "note": "Permitted parameters are necessary for creating submitters via API"
     },
     {
-      "fingerprint": "645f2f352a813105b8b2eeadc68101d2e7ea04b8e839aa1336616be56f1108ca",
+      "fingerprint": "58619647d807d5bedb9499d6b1432f7f9cee385167aa97b0cb5e1b31a3db3f40",
       "note": "Safe SQL"
     },
     {
-      "fingerprint": "5bcf4e6426d17b0efd98e47fde7c012f09500b9595af9cff226cf09341c023be",
+      "fingerprint": "8538c7cca701df19fdc3c1c6c5b7b0a1a3acacc19c840d63147553014d60ffa0",
       "note": "Safe SQL"
     },
     {

config/initializers/autoload.rb

@@ -9,3 +9,4 @@ autoload :OnnxRuntime, 'onnxruntime'
 autoload :RQRCode, 'rqrcode'
 autoload :ArabicLetterConnector, 'arabic-letter-connector/logic'
 autoload :JWT, 'jwt'
+autoload :WordCraft, 'wordcraft'

config/routes.rb

@@ -25,8 +25,6 @@ Rails.application.routes.draw do
 
   namespace :api, defaults: { format: :json } do
     resource :user, only: %i[show]
-    resources :attachments, only: %i[create]
-    resources :submitter_email_clicks, only: %i[create]
     resources :submitter_form_views, only: %i[create]
     resources :submitters, only: %i[index show update]
     resources :submissions, only: %i[index show create update destroy] do
@@ -128,13 +126,7 @@ Rails.application.routes.draw do
                          controller: 'api/active_storage_blobs_proxy'
 
   if Docuseal.multitenant?
-    resource :blobs_proxy_legacy, only: %i[show],
-                                  path: '/blobs/proxy/:signed_id/*filename',
-                                  controller: 'api/active_storage_blobs_proxy_legacy',
-                                  as: :rails_blob
-    get '/disk/:encoded_key/*filename' => 'active_storage/disk#show', as: :rails_disk_service
-    put '/disk/:encoded_token' => 'active_storage/disk#update', as: :update_rails_disk_service
-    post '/direct_uploads' => 'active_storage/direct_uploads#create', as: :rails_direct_uploads
+    get '/disk/:encoded_key/*filename' => 'active_storage/disk#show', as: :rails_disk_service if Rails.env.local?
 
     ActiveSupport.run_load_hooks(:multitenant_routes, self)
   end

db/migrate/20261025120000_add_template_id_to_submitters.rb

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+class AddTemplateIdToSubmitters < ActiveRecord::Migration[8.1]
+  def change
+    add_column :submitters, :template_id, :bigint, if_not_exists: true
+  end
+end

db/migrate/20261025120001_populate_submitter_template_id.rb

@@ -0,0 +1,37 @@
+# frozen_string_literal: true
+
+class PopulateSubmitterTemplateId < ActiveRecord::Migration[8.1]
+  disable_ddl_transaction!
+
+  class MigrationSubmitter < ApplicationRecord
+    self.table_name = 'submitters'
+  end
+
+  class MigrationSubmission < ApplicationRecord
+    self.table_name = 'submissions'
+  end
+
+  def up
+    return if ENV['MULTITENANT'] == 'true'
+
+    max_id = MigrationSubmitter.maximum(:id)
+
+    return unless max_id
+
+    submission_template_id =
+      Arel::Nodes::Grouping.new(
+        MigrationSubmission.arel_table.project(MigrationSubmission.arel_table[:template_id])
+                           .where(MigrationSubmission.arel_table[:id].eq(MigrationSubmitter.arel_table[:submission_id]))
+                           .ast
+      )
+
+    (1..max_id).step(10_000) do |start_id|
+      MigrationSubmitter.where(template_id: nil, id: start_id...(start_id + 10_000))
+                        .update_all(template_id: submission_template_id)
+    end
+  end
+
+  def down
+    nil
+  end
+end

db/migrate/20261025120002_add_submitters_template_id_indexes.rb

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+class AddSubmittersTemplateIdIndexes < ActiveRecord::Migration[8.1]
+  def up
+    add_index :submitters, %i[email template_id], where: 'email IS NOT NULL', if_not_exists: true
+    add_index :submitters, %i[template_id id], if_not_exists: true
+    remove_index :submitters, :email, if_exists: true
+  end
+
+  def down
+    add_index :submitters, :email, if_not_exists: true
+    remove_index :submitters, %i[template_id id], if_exists: true
+    remove_index :submitters, %i[email template_id], if_exists: true
+  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_09_30_061927) do
+ActiveRecord::Schema[8.1].define(version: 2026_10_25_120002) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "btree_gin"
   enable_extension "pg_catalog.plpgsql"
@@ -424,6 +424,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_09_30_061927) do
     t.datetime "sent_at"
     t.string "slug", null: false
     t.bigint "submission_id", null: false
+    t.bigint "template_id"
     t.string "timezone"
     t.string "ua"
     t.datetime "updated_at", null: false
@@ -431,10 +432,11 @@ ActiveRecord::Schema[8.1].define(version: 2026_09_30_061927) do
     t.text "values", null: false
     t.index ["account_id", "completed_at"], name: "index_submitters_on_account_id_and_completed_at", where: "(completed_at IS NOT NULL)"
     t.index ["account_id", "id"], name: "index_submitters_on_account_id_and_id"
-    t.index ["email"], name: "index_submitters_on_email"
+    t.index ["email", "template_id"], name: "index_submitters_on_email_and_template_id", where: "(email IS NOT NULL)"
     t.index ["external_id"], name: "index_submitters_on_external_id"
     t.index ["slug"], name: "index_submitters_on_slug", unique: true
     t.index ["submission_id"], name: "index_submitters_on_submission_id"
+    t.index ["template_id", "id"], name: "index_submitters_on_template_id_and_id"
   end
 
   create_table "template_accesses", force: :cascade do |t|

lib/api_path_consider_json_middleware.rb

@@ -7,10 +7,7 @@ class ApiPathConsiderJsonMiddleware
 
   def call(env)
     if env['PATH_INFO'].starts_with?('/api') &&
-       (!env['PATH_INFO'].ends_with?('/documents') || env['REQUEST_METHOD'] != 'POST') &&
-       !env['PATH_INFO'].ends_with?('/attachments') &&
-       !env['PATH_INFO'].ends_with?('/submitter_sms_clicks') &&
-       !env['PATH_INFO'].ends_with?('/submitter_email_clicks')
+       !env['PATH_INFO'].ends_with?('/submitter_sms_clicks')
       env['CONTENT_TYPE'] = 'application/json'
     end
 

lib/replace_email_variables.rb

@@ -26,6 +26,8 @@ module ReplaceEmailVariables
   DOCUMENTS_LINKS = /\{+documents\.links\}+/i
   DOCUMENTS_LINK = /\{+documents\.link\}+/i
 
+  ESCAPED_BRACES = "\u{E000}\u{E001}"
+
   EMAIL_HOST = ENV.fetch('EMAIL_HOST', nil)
 
   module_function
@@ -86,7 +88,11 @@ module ReplaceEmailVariables
       build_submitters_n_field(submitter.submission, index, :values, match[:field_name].to_s.strip)
     end
 
-    replace(text, SENDER_EMAIL, html_escape:) { submitter.submission.created_by_user&.email.to_s.sub(/\+\w+@/, '@') }
+    text = replace(text, SENDER_EMAIL, html_escape:) do
+      submitter.submission.created_by_user&.email.to_s.sub(/\+\w+@/, '@')
+    end
+
+    text.tr(ESCAPED_BRACES, '{}')
   end
   # rubocop:enable Metrics
 
@@ -124,6 +130,8 @@ module ReplaceEmailVariables
 
             ActiveStorage::Blob.proxy_url(attachment.blob, expires_at:)
           end
+        elsif (mask = field.dig('preferences', 'mask').presence)
+          TextUtils.mask_value(value[field['uuid']].to_s, mask)
         else
           value[field&.dig('uuid')]
         end
@@ -134,10 +142,12 @@ module ReplaceEmailVariables
 
   def replace(text, var, html_escape: false)
     text.gsub(var) do
+      value = yield(Regexp.last_match).to_s.tr('{}', ESCAPED_BRACES)
+
       if html_escape
-        ERB::Util.html_escape(yield(Regexp.last_match))
+        ERB::Util.html_escape(value)
       else
-        yield(Regexp.last_match)
+        value
       end
     end
   end

lib/search_entries.rb

@@ -3,6 +3,8 @@
 module SearchEntries
   MAX_VALUE_LENGTH = 100
 
+  MUTEX = Mutex.new
+
   UUID_REGEXP = /\A[0-9a-f]{8}-[0-9a-f]{4}-4[0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}\z/i
 
   module_function
@@ -70,10 +72,10 @@ module SearchEntries
 
           arel
         else
-          "tsvector @@ (quote_literal(coalesce((ts_lexize('english_stem', :keyword))[1], :keyword)) || ':*')::tsquery"
+          "tsvector @@ (quote_literal(coalesce((ts_lexize(:dictionary, :keyword))[1], :keyword)) || ':*')::tsquery"
         end
 
-      [sql, { keyword: }]
+      [sql, { keyword:, dictionary: default_dictionary }]
     end
   end
 
@@ -83,7 +85,7 @@ module SearchEntries
         Arel.sql("ngram @@ (quote_literal(:term#{terms.size - 1}) ||  ':' || :weight)::tsquery")
       else
         Arel.sql(<<~SQL.squish)
-          (quote_literal(coalesce((ts_lexize('english_stem', :term#{terms.size - 1}))[1], :term#{terms.size - 1})) ||  ':*' || :weight)::tsquery
+          (quote_literal(coalesce((ts_lexize(:dictionary, :term#{terms.size - 1}))[1], :term#{terms.size - 1})) ||  ':*' || :weight)::tsquery
         SQL
       end
 
@@ -91,7 +93,7 @@ module SearchEntries
       index = terms.index(term)
 
       arel = Arel.sql(<<~SQL.squish)
-        (quote_literal(coalesce((ts_lexize('english_stem', :term#{index}))[1], :term#{index})) ||  ':' || :weight)::tsquery
+        (quote_literal(coalesce((ts_lexize(:dictionary, :term#{index}))[1], :term#{index})) ||  ':' || :weight)::tsquery
       SQL
 
       acc ? Arel::Nodes::InfixOperation.new('&&', arel, acc) : arel
@@ -109,7 +111,8 @@ module SearchEntries
         )
       end
 
-    [query.to_sql, terms.index_by.with_index { |_, index| :"term#{index}" }.merge(weight:)]
+    [query.to_sql,
+     terms.index_by.with_index { |_, index| :"term#{index}" }.merge(weight:, dictionary: default_dictionary)]
   end
 
   def build_weights_wildcard_tsquery(keyword, weight)
@@ -122,11 +125,11 @@ module SearchEntries
         SQL
       else
         <<~SQL.squish
-          tsvector @@ (quote_literal(coalesce((ts_lexize('english_stem', :keyword))[1], :keyword)) || ':*' || :weight)::tsquery
+          tsvector @@ (quote_literal(coalesce((ts_lexize(:dictionary, :keyword))[1], :keyword)) || ':*' || :weight)::tsquery
         SQL
       end
 
-    [sql, { keyword:, weight: }]
+    [sql, { keyword:, weight:, dictionary: default_dictionary }]
   end
 
   def index_submitter(submitter)
@@ -256,4 +259,14 @@ module SearchEntries
 
     ngrams.uniq { |e| e.sub(/':[\d,]/, "':1") }.join(' ')
   end
+
+  def default_dictionary
+    @default_dictionary || MUTEX.synchronize do
+      @default_dictionary ||= SearchEntry.connection.select_value(<<~SQL.squish)
+        SELECT mapdict::regdictionary::text FROM pg_ts_config_map
+        WHERE mapcfg = get_current_ts_config() AND maptokentype = 1
+        ORDER BY mapseqno LIMIT 1
+      SQL
+    end
+  end
 end

lib/submissions/generate_audit_trail.rb

@@ -267,7 +267,10 @@ module Submissions
 
         is_id_verified = submission_events.any?(&:complete_verification?)
 
-        is_kba_passed = submission_events.any?(&:complete_kba?)
+        complete_kba_event = submission_events.find(&:complete_kba?) || SubmissionEvent.new
+
+        kba_answers = complete_kba_event.data['answers']
+        kba_score = " (#{kba_answers['correct']}/#{kba_answers['asked']})" if kba_answers
 
         info_rows = [
           [
@@ -297,8 +300,8 @@ module Submissions
                 is_id_verified && {
                   text: "#{I18n.t('identity_verification')}: #{I18n.t('verified')}\n"
                 },
-                is_kba_passed && {
-                  text: "#{I18n.t('knowledge_based_authentication')}: #{I18n.t('passed')}\n"
+                complete_kba_event.persisted? && {
+                  text: "#{I18n.t('knowledge_based_authentication')}: #{I18n.t('passed')}#{kba_score}\n"
                 },
                 completed_event.data['ip'] && { text: "IP: #{completed_event.data['ip']}\n" },
                 completed_event.data['sid'] && { text: "#{I18n.t('session_id')}: #{completed_event.data['sid']}\n" },

lib/submissions/generate_result_attachments.rb

@@ -602,6 +602,8 @@ module Submissions
             cell_valign = field.dig('preferences', 'valign').to_s.presence_in(TEXT_VALIGNS) || 'center'
             cell_layouter = cell_layouters[cell_valign]
 
+            value = value.to_s
+
             if (mask = field.dig('preferences', 'mask').presence)
               value = TextUtils.mask_value(value, mask)
             end
@@ -882,6 +884,8 @@ module Submissions
     end
 
     def maybe_flatten_pdf(pdf)
+      pdf.catalog.delete(:AcroForm) if pdf.catalog[:AcroForm].is_a?(Integer)
+
       pdf.acro_form.create_appearances(force: true) if pdf.acro_form && pdf.acro_form[:NeedAppearances]
       pdf.acro_form&.flatten
     rescue HexaPDF::MissingGlyphError

lib/submitters/start_form.rb

@@ -65,6 +65,7 @@ module Submitters
       submissions = submissions.where(source:) if source
 
       Submitter
+        .where(template_id: template.id)
         .where(submission: submissions)
         .order(id: :desc)
         .where(declined_at: nil)

lib/submitters/submit_values.rb

@@ -9,6 +9,8 @@ module Submitters
     PHONE_REGEXP = /[+\d()\s-]+/
     NONEDITABLE_FIELD_TYPES = %w[stamp heading strikethrough].freeze
     REQUIRED_FIELD_TYPES = %w[payment kba verification].freeze
+    CHOICE_FIELD_TYPES = %w[radio multiple select].freeze
+    BOOLEAN_VALUES = [true, false].freeze
 
     STRFTIME_MAP = {
       'hour' => '%-k',
@@ -55,6 +57,7 @@ module Submitters
         validate_values!(reason_field ? values.except(reason_field['uuid']) : values, submitter, params, request)
 
         if params[:completed] == 'true'
+          validate_invite_submitters!(submitter)
           maybe_invite_via_field(submitter, request)
 
           SubmissionEvents.create_with_tracking_data(submitter, 'complete_form', request)
@@ -504,7 +507,7 @@ module Submitters
       submitter
     end
 
-    def validate_value!(_value, field, _params, submitter, _request)
+    def validate_value!(value, field, _params, submitter, _request)
       raise ValidationError, 'Missing field' unless field
       raise ValidationError, 'Invalid field' if field['submitter_uuid'] != submitter.uuid
 
@@ -514,7 +517,34 @@ module Submitters
         raise ValidationError, 'Read-only field'
       end
 
+      raise ValidationError, 'Value is invalid' if field['type'] == 'checkbox' && !value.in?(BOOLEAN_VALUES)
+
+      validate_choice_value!(value, field, submitter) if field['type'].in?(CHOICE_FIELD_TYPES)
+
       true
     end
+
+    def validate_choice_value!(value, field, submitter)
+      return if value.blank?
+
+      raise ValidationError, 'Value is invalid' unless value.is_a?(field['type'] == 'multiple' ? Array : String)
+
+      option_names = field['options'].to_a.map.with_index do |option, index|
+        option['value'].presence ||
+          "#{I18n.t('option', locale: submitter.metadata.fetch('lang', submitter.account.locale))} #{index + 1}"
+      end
+
+      raise ValidationError, 'Value is invalid' unless Array.wrap(value).all? { |item| option_names.include?(item) }
+    end
+
+    def validate_invite_submitters!(submitter)
+      submission = submitter.submission
+
+      is_pending_invite = (submission.template_submitters || submission.template.submitters).any? do |s|
+        s['invite_by_uuid'] == submitter.uuid && submission.submitters.none? { |e| e.uuid == s['uuid'] }
+      end
+
+      raise ValidationError, 'Invite required' if is_pending_invite
+    end
   end
 end

lib/templates/create_attachments.rb

@@ -6,6 +6,7 @@ module Templates
     ZIP_CONTENT_TYPE = 'application/zip'
     X_ZIP_CONTENT_TYPE = 'application/x-zip-compressed'
     JSON_CONTENT_TYPE = 'application/json'
+    WORD_EXTENSIONS = %w[.docx .doc .odt .rtf].freeze
     DOCUMENT_EXTENSIONS = %w[.docx .doc .xlsx .xls .odt .rtf].freeze
 
     DOCUMENT_CONTENT_TYPES = %w[
@@ -134,7 +135,27 @@ module Templates
         return [handle_pdf_or_image(template, file, file.read, params, extract_fields:), []]
       end
 
+      if File.extname(file.original_filename.to_s).downcase.in?(WORD_EXTENSIONS)
+        return [handle_word_document(template, file, params), []]
+      end
+
       raise InvalidFileType, "#{file.content_type}/#{dynamic}"
     end
+
+    def handle_word_document(template, file, params)
+      pdf = WordCraft.open_buffer(file, &:to_pdf)
+
+      pdf_file = ActionDispatch::Http::UploadedFile.new(
+        tempfile: StringIO.new(pdf),
+        filename: "#{File.basename(file.original_filename, '.*')}.pdf",
+        type: PDF_CONTENT_TYPE
+      )
+
+      handle_pdf_or_image(template, pdf_file, pdf, params)
+    end
+
+    def document_extensions
+      Docuseal.advanced_formats? ? DOCUMENT_EXTENSIONS : WORD_EXTENSIONS
+    end
   end
 end

lib/verify_pdf_signature.rb

@@ -180,8 +180,11 @@ module VerifyPdfSignature
 
     return false if byte_range.size != 4 || byte_range.any?(&:negative?) || byte_range[0].positive?
     return false if signature.signed_end > io.size
+    return false if byte_range[2] != byte_range[1] + (signature.contents.bytesize * 2) + 2
 
-    byte_range[2] == byte_range[1] + (signature.contents.bytesize * 2) + 2
+    io.seek(byte_range[1])
+
+    io.read(byte_range[2] - byte_range[1]).casecmp?("<#{signature.contents.unpack1('H*')}>")
   end
 
   def unsigned_changes?(document, io, signed_end)