Merge from docusealco/wip

This reverts commit 56da326709.

app/javascript/application.js

@@ -164,6 +164,7 @@ safeRegisterElement('template-builder', class extends HTMLElement {
     this.app = createApp(TemplateBuilder, {
       template,
       customFields: reactive(JSON.parse(this.dataset.customFields || '[]')),
+      dateFormats: JSON.parse(this.dataset.dateFormats || '[]'),
       dynamicDocuments: reactive(JSON.parse(this.dataset.dynamicDocuments || '[]')),
       backgroundColor: '#faf7f5',
       locale: this.dataset.locale,

app/javascript/submission_form/form.vue

@@ -1575,6 +1575,7 @@ export default {
       }
     },
     goToStep (stepIndex, scrollToArea = false, clickUpload = false) {
+      this.isInvite = false
       this.currentStep = stepIndex
       this.showFillAllRequiredFields = false
 
@@ -1599,6 +1600,10 @@ export default {
       })
     },
     saveStep (formData) {
+      if (!formData && !this.$refs.form) {
+        return
+      }
+
       const currentFieldUuids = this.currentStepFields.map((f) => f.uuid)
       const currentFieldType = this.currentField.type
 

app/javascript/template_builder/area.vue

@@ -319,7 +319,7 @@ export default {
       default: false
     }
   },
-  emits: ['start-resize', 'stop-resize', 'start-drag', 'stop-drag', 'remove', 'scroll-to', 'add-custom-field', 'click-title'],
+  emits: ['start-resize', 'stop-resize', 'start-drag', 'stop-drag', 'remove', 'scroll-to', 'add-custom-field', 'click-title', 'multi-select'],
   data () {
     return {
       isContenteditable: false,
@@ -798,6 +798,8 @@ export default {
           this.selectedAreasRef.value.splice(this.selectedAreasRef.value.indexOf(this.area), 1)
         }
 
+        this.$emit('multi-select', e)
+
         return
       }
 

app/javascript/template_builder/page.vue

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

app/javascript/template_builder/selection_context_menu.vue

@@ -8,6 +8,62 @@
       :style="menuStyle"
       @mousedown.stop
       @pointerdown.stop
+    >
+      <label
+        v-if="requiredFields.length"
+        class="field-settings-required w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm cursor-pointer"
+        @click.stop
+      >
+        <input
+          :checked="isAllRequired"
+          :indeterminate="isMixedRequired"
+          type="checkbox"
+          class="toggle toggle-xs"
+          :disabled="!editable"
+          @change="handleToggleRequired($event.target.checked)"
+          @click.stop
+        >
+        <span>{{ t('required') }}</span>
+      </label>
+      <label
+        v-if="readOnlyFields.length"
+        class="field-settings-read-only w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm cursor-pointer"
+        @click.stop
+      >
+        <input
+          :checked="isAllReadOnly"
+          :indeterminate="isMixedReadOnly"
+          type="checkbox"
+          class="toggle toggle-xs"
+          :disabled="!editable"
+          @change="handleToggleReadOnly($event.target.checked)"
+          @click.stop
+        >
+        <span>{{ t('read_only') }}</span>
+      </label>
+      <hr
+        v-if="requiredFields.length || readOnlyFields.length"
+        class="my-1 border-neutral-200"
+      >
+      <button
+        v-if="showFont"
+        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
+        @click.stop="openFontModal"
+      >
+        <IconTypography class="w-4 h-4" />
+        <span>{{ t('font') }}</span>
+      </button>
+      <button
+        v-if="showCondition"
+        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
+        @click.stop="openConditionModal"
+      >
+        <IconRouteAltLeft class="w-4 h-4" />
+        <span>{{ t('condition') }}</span>
+      </button>
+      <hr
+        v-if="showFont || showCondition"
+        class="my-1 border-neutral-200"
       >
       <ContextSubmenu
         :icon="IconLayoutAlignMiddle"
@@ -61,26 +117,6 @@
           <span>{{ t('height') }}</span>
         </button>
       </ContextSubmenu>
-      <hr
-        v-if="showFont || showCondition"
-        class="my-1 border-neutral-200"
-      >
-      <button
-        v-if="showFont"
-        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
-        @click.stop="openFontModal"
-      >
-        <IconTypography class="w-4 h-4" />
-        <span>{{ t('font') }}</span>
-      </button>
-      <button
-        v-if="showCondition"
-        class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center space-x-2 text-sm"
-        @click.stop="openConditionModal"
-      >
-        <IconRouteAltLeft class="w-4 h-4" />
-        <span>{{ t('condition') }}</span>
-      </button>
       <hr class="my-1 border-neutral-200">
       <button
         class="w-full px-2 py-1 rounded-md hover:bg-neutral-100 flex items-center justify-between text-sm"
@@ -192,6 +228,24 @@ export default {
         return this.template.fields.find((f) => f.areas?.includes(area))
       }).filter(Boolean)
     },
+    requiredFields () {
+      return this.selectedFields.filter((f) => !['phone', 'stamp', 'verification', 'strikethrough', 'heading'].includes(f.type))
+    },
+    readOnlyFields () {
+      return this.selectedFields.filter((f) => ['text', 'number', 'radio', 'multiple', 'select'].includes(f.type))
+    },
+    isAllRequired () {
+      return this.requiredFields.every((f) => f.required)
+    },
+    isMixedRequired () {
+      return !this.isAllRequired && this.requiredFields.some((f) => f.required)
+    },
+    isAllReadOnly () {
+      return this.readOnlyFields.every((f) => f.readonly)
+    },
+    isMixedReadOnly () {
+      return !this.isAllReadOnly && this.readOnlyFields.some((f) => f.readonly)
+    },
     isMac () {
       return (navigator.userAgentData?.platform || navigator.platform)?.toLowerCase()?.includes('mac')
     },
@@ -234,6 +288,16 @@ export default {
         }
       }
     },
+    handleToggleRequired (value) {
+      this.requiredFields.forEach((field) => { field.required = value })
+
+      this.save()
+    },
+    handleToggleReadOnly (value) {
+      this.readOnlyFields.forEach((field) => { field.readonly = value })
+
+      this.save()
+    },
     onKeyDown (event) {
       if (event.key === 'Escape') {
         event.preventDefault()

app/models/account_config.rb

@@ -48,6 +48,7 @@ class AccountConfig < ApplicationRecord
   WITH_SIGNATURE_ID = 'with_signature_id'
   WITH_FILE_LINKS_KEY = 'with_file_links'
   WITH_SIGNATURE_ID_REASON_KEY = 'with_signature_id_reason'
+  WITH_SIGNATURE_ID_COMPLETED_AT_KEY = 'with_signature_id_completed_at'
   RECIPIENT_FORM_FIELDS_KEY = 'recipient_form_fields'
   WITH_AUDIT_VALUES_KEY = 'with_audit_values'
   WITH_AUDIT_SENDER_KEY = 'with_audit_sender'
@@ -59,6 +60,7 @@ class AccountConfig < ApplicationRecord
   COMBINE_PDF_RESULT_KEY = 'combine_pdf_result_key'
   DOCUMENT_FILENAME_FORMAT_KEY = 'document_filename_format'
   TEMPLATE_CUSTOM_FIELDS_KEY = 'template_custom_fields'
+  TEMPLATE_DATE_FORMATS_KEY = 'template_date_formats'
   POLICY_LINKS_KEY = 'policy_links'
   ENABLE_MCP_KEY = 'enable_mcp'
 

app/views/icons/_message.html.erb

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

app/views/shared/_navbar.html.erb

@@ -75,7 +75,7 @@
               <%= svg_icon('logout', class: 'w-5 h-5 flex-shrink-0 stroke-2 inline') %>
               <span class="whitespace-nowrap"><%= t('sign_out') %></span>
             </button>
-            <%= button_to '', destroy_user_session_path, method: :delete, data: { turbo: false }, form: { id: 'destroy_user_session_form' }, form_class: 'hidden' %>
+            <%= button_to '', destroy_user_session_path, method: :delete, form: { id: 'destroy_user_session_form', data: { turbo: false } }, form_class: 'hidden' %>
           </li>
         </ul>
       </div>

app/views/shared/_settings_nav.html.erb

@@ -132,7 +132,7 @@
         <%= capture do %>
           <div class="tooltip" data-tip="<%= t('ai_assistant') %>">
             <a href="<%= Docuseal::CHATGPT_URL %>" target="_blank" class="btn btn-circle btn-primary btn-md">
-              <%= svg_icon('brand_openai', class: 'w-8 h-8') %>
+              <%= svg_icon('message', class: 'w-8 h-8') %>
             </a>
           </div>
         <% end %>

app/views/submissions/_send_email_base.html.erb

@@ -47,7 +47,7 @@
 <% is_edit_viewer = local_assigns[:submitter] && local_assigns[:viewer_submitter_uuids].include?(local_assigns[:submitter].uuid) %>
 <div id="<%= message_field_id %>" class="card card-compact bg-base-300/40 hidden">
   <div class="card-body">
-    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template_submitters.size < 5 && template&.preferences&.dig('submitters').to_a.size > 1 %>
+    <%= tag.input id: toggle_uuid = SecureRandom.uuid, value: '1', name: 'request_email_per_submitter', class: 'peer', type: 'checkbox', hidden: true, checked: local_assigns[:message_per_submitter] != false && template_submitters.size < 11 && template&.preferences&.dig('submitters').to_a.size > 1 %>
     <% if local_assigns[:viewer_submitter_uuids].present? && local_assigns[:submitter].blank? %>
       <% (template_submitters.pluck('uuid') - local_assigns[:viewer_submitter_uuids].to_a).each do |signer_uuid| %>
         <%= hidden_field_tag 'email_message_submitter_uuids[]', signer_uuid %>
@@ -57,7 +57,7 @@
       <div class="form-control">
         <div class="flex justify-between">
           <%= f.label :subject, t('subject'), class: 'label' %>
-          <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+          <% if template_submitters.size > 1 && template_submitters.size < 11 && local_assigns[:message_per_submitter] != false %>
             <label for="<%= toggle_uuid %>" class="label underline">
               <%= t('edit_per_party') %>
             </label>
@@ -78,16 +78,18 @@
       </div>
       <%= render 'submissions/message_fields' %>
     </div>
-    <% if template_submitters.size > 1 && template_submitters.size < 5 && local_assigns[:message_per_submitter] != false %>
+    <% if template_submitters.size > 1 && template_submitters.size < 11 && local_assigns[:message_per_submitter] != false %>
       <div class="hidden peer-checked:block form-control space-y-2">
         <% uuid = SecureRandom.uuid %>
         <% options = template_submitters.map { |e| [e['name'], "request_email_#{uuid}_#{e['uuid']}"] } %>
         <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-          <ul class="tabs w-full flex flex-nowrap">
+          <ul class="tabs w-full min-w-0 flex flex-nowrap">
             <% options.each_with_index do |(label, val), index| %>
-              <div class="w-full">
+              <div class="w-full min-w-0 has-[:checked]:min-w-fit">
                 <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent' %>
+                <%= f.label :selected, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !bg-transparent !px-2' do %>
+                  <span class="truncate" title="<%= label %>"><%= label %></span>
+                <% end %>
               </div>
             <% end %>
           </ul>

app/views/submissions/_value.html.erb

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

app/views/submissions/show.html.erb

@@ -2,12 +2,13 @@
   <%= render 'submissions/preview_tags' %>
 <% end %>
 <% font_scale = 1040.0 / PdfUtils::US_LETTER_W %>
-<% configs = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SIGNATURE_ID_REASON_KEY, AccountConfig::WITH_TIMESTAMP_SECONDS_KEY]) %>
+<% configs = AccountConfig.where(account_id: @submission.account_id, key: [AccountConfig::COMBINE_PDF_RESULT_KEY, AccountConfig::WITH_SIGNATURE_ID, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY, AccountConfig::WITH_SIGNATURE_ID_REASON_KEY, AccountConfig::WITH_TIMESTAMP_SECONDS_KEY, AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY]) %>
 <% with_signature_id = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true %>
 <% is_combined_enabled = configs.find { |e| e.key == AccountConfig::COMBINE_PDF_RESULT_KEY }&.value == true && !@submission.template_fields&.any? { |f| f['type'] == 'verification' } %>
 <% with_submitter_timezone = configs.find { |e| e.key == AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY }&.value == true %>
 <% with_timestamp_seconds = configs.find { |e| e.key == AccountConfig::WITH_TIMESTAMP_SECONDS_KEY }&.value == true %>
 <% with_signature_id_reason = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false %>
+<% with_signature_id_completed_at = configs.find { |e| e.key == AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY }&.value == true %>
 <main style="max-width: 1600px" class="mx-auto pl-4">
   <div class="flex justify-between py-1.5 items-center pr-4 sticky top-0 md:relative z-10 bg-base-100">
     <a href="<%= signed_in? && @submission.account_id == current_account&.id && @submission.template ? template_path(@submission.template) : '/' %>" class="flex items-center space-x-3 py-1">
@@ -144,7 +145,7 @@
                         </span>
                       </span>
                     <% else %>
-                      <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id:, with_submitter_timezone:, with_timestamp_seconds:, with_signature_id_reason: %>
+                      <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index:, value: mask.present? ? Array.wrap(value).map { |e| TextUtils.mask_value(e, mask) }.join(', ') : value, locale: @submission.account.locale, timezone: @submission.account.timezone, submitter:, with_signature_id:, with_submitter_timezone:, with_timestamp_seconds:, with_signature_id_reason:, with_signature_id_completed_at: %>
                     <% end %>
                   <% elsif field['readonly'] != true && submitter && !submitter.completed_at? %>
                     <% submitters_order_index ||= (@submission.template_submitters || @submission.template.submitters).each_with_index.to_h { |s, i| [s['uuid'], i] } %>

app/views/submit_form/show.html.erb

@@ -152,7 +152,7 @@
                   <% next if field['conditions'].present? && values[field['uuid']].blank? && field['submitter_uuid'] != @submitter.uuid %>
                   <% next if field['conditions'].present? && field['submitter_uuid'] == @submitter.uuid %>
                   <% next if field.dig('preferences', 'formula').present? && field['submitter_uuid'] == @submitter.uuid %>
-                  <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index: @attachments_index, value: field.dig('preferences', 'mask').present? ? TextUtils.mask_value(value, field.dig('preferences', 'mask')) : value, locale: @submitter.account.locale, timezone: @submitter.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: @form_configs[:with_signature_id], with_submitter_timezone: @form_configs[:with_submitter_timezone], with_timestamp_seconds: @form_configs[:with_timestamp_seconds], with_signature_id_reason: @form_configs[:with_signature_id_reason] %>
+                  <%= render 'submissions/value', page_width: width, page_height: height, font_scale:, area:, field:, attachments_index: @attachments_index, value: field.dig('preferences', 'mask').present? ? TextUtils.mask_value(value, field.dig('preferences', 'mask')) : value, locale: @submitter.account.locale, timezone: @submitter.account.timezone, submitter: submitters_index[field['submitter_uuid']], with_signature_id: @form_configs[:with_signature_id], with_submitter_timezone: @form_configs[:with_submitter_timezone], with_timestamp_seconds: @form_configs[:with_timestamp_seconds], with_signature_id_reason: @form_configs[:with_signature_id_reason], with_signature_id_completed_at: @form_configs[:with_signature_id_completed_at] %>
                 <% end %>
               </div>
             </page-container>

app/views/templates/edit.html.erb

@@ -6,4 +6,7 @@
     <%= 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 %>
-<template-builder class="grid" data-template="<%= @template_data.to_json %>" data-custom-fields="<%= (current_account.account_configs.find_or_initialize_by(key: AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY).value || []).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>
+<% account_configs = current_account.account_configs.where(key: [AccountConfig::TEMPLATE_CUSTOM_FIELDS_KEY, AccountConfig::TEMPLATE_DATE_FORMATS_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 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>

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: current_account.testing_accounts) %>
+          <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: true_user.account.testing_accounts) %>
         </submit-form>
       </div>
     <% end %>

app/views/templates_preferences/_submitter_invitation_email_form.html.erb

@@ -5,7 +5,7 @@
   <% viewer_template_email_preferences_values = @template.preferences.values_at('invitation_view_email_subject', 'invitation_view_email_body').compact_blank.presence %>
   <% field_submitter_uuids = Set.new(@template.fields.pluck('submitter_uuid')) %>
   <% is_custom_template_email = template_email_preferences_values.present? %>
-  <% multiple_submitters = @template.submitters.size > 1 && @template.submitters.size < 5 %>
+  <% multiple_submitters = @template.submitters.size > 1 && @template.submitters.size < 11 %>
   <% if is_custom_template_email || @template.preferences['submitters'].to_a.any? %>
     <%= button_to nil, template_preferences_path(@template), id: 'submitter_invitation_email_reset_link', method: :delete, class: 'hidden', params: { config_key: AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY }, data: { turbo_confirm: t('are_you_sure_') }, form: { data: { close_on_submit: false } } %>
   <% end %>
@@ -39,11 +39,13 @@
       <div class="hidden peer-checked:block">
         <% options = @template.submitters.map { |e| [e['name'], "request_email_#{e['uuid']}"] } %>
         <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="flex relative px-1">
-          <ul class="tabs w-full flex flex-nowrap mb-2">
+          <ul class="tabs w-full min-w-0 flex flex-nowrap mb-2">
             <% options.each_with_index do |(label, val), index| %>
-              <div class="w-full">
+              <div class="w-full min-w-0 has-[:checked]:min-w-fit">
                 <%= f.radio_button :selected, val, checked: index.zero?, id: "#{val}_radio", data: { action: 'click:toggle-visible#trigger' }, class: 'hidden peer' %>
-                <%= f.label :selected, label, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active' %>
+                <%= f.label :selected, value: val, for: "#{val}_radio", class: 'tab w-full tab-lifted peer-checked:tab-active !px-2' do %>
+                  <span class="truncate" title="<%= label %>"><%= label %></span>
+                <% end %>
               </div>
             <% end %>
           </ul>

app/views/templates_preferences/show.html.erb

@@ -105,7 +105,7 @@
         <div class="collapse-title text-xl font-medium">
           <%= t('signature_request_email') %>
         </div>
-        <div class="collapse-content">
+        <div class="collapse-content min-w-0">
           <%= render 'templates_preferences/submitter_invitation_email_form' %>
         </div>
       </div>
@@ -190,7 +190,7 @@
               <%= 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: current_account.testing_accounts) %>
+              <%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: true_user.account.testing_accounts) %>
             </submit-form>
           </div>
         <% end %>

lib/replace_email_variables.rb

@@ -35,7 +35,9 @@ module ReplaceEmailVariables
     text = replace(text, TEMPLATE_NAME, html_escape:) do
       (submitter.template || submitter.submission.template || submitter.submission).name
     end
-    text = replace(text, SUBMISSION_NAME, html_escape:) { submitter.submission.name }
+    text = replace(text, SUBMISSION_NAME, html_escape:) do
+      submitter.submission.name.presence || submitter.submission.template&.name
+    end
     text = replace(text, TEMPLATE_ID, html_escape:) { submitter.template.id }
     text = replace(text, SUBMITTER_ID, html_escape:) { submitter.id }
     text = replace(text, SUBMITTER_SLUG, html_escape:) { submitter.slug }

lib/submissions.rb

@@ -157,24 +157,21 @@ module Submissions
     submissions.each_with_index do |submission, index|
       delay_seconds = (delay + index).seconds if delay
 
-      template_submitters = submission.template_submitters
       submitters_index = submission.submitters.reject(&:completed_at?).index_by(&:uuid)
 
-      if template_submitters.any? { |s| s['order'] }
-        min_order = template_submitters.map.with_index { |s, i| s['order'] || i }.min
-
-        first_submitters = template_submitters.filter_map do |s|
-          submitters_index[s['uuid']] if s['order'] == min_order
-        end
+      if submission.template_submitters.any? { |s| s['order'] }
+        first_submitters = find_first_order_submitters(submission, submitters_index)
 
         Submitters.send_signature_requests(first_submitters, delay_seconds:)
       elsif submission.submitters_order_preserved?
-        first_submitter = template_submitters.filter_map { |s| submitters_index[s['uuid']] }.find { |s| !s.viewer? }
+        first_submitter = find_first_submitter(submission, submitters_index)
 
         if first_submitter
           first_viewers = find_first_viewers(first_submitter, submitters_index)
 
           Submitters.send_signature_requests([first_submitter, *first_viewers], delay_seconds:)
+        elsif submission.submitters.all?(&:viewer?)
+          Submitters.send_signature_requests(submitters_index.values, delay_seconds:)
         end
       else
         Submitters.send_signature_requests(submitters_index.values, delay_seconds:)
@@ -182,6 +179,18 @@ module Submissions
     end
   end
 
+  def find_first_order_submitters(submission, submitters_index)
+    template_submitters = submission.template_submitters
+
+    min_order = template_submitters.map.with_index { |s, i| s['order'] || i }.min
+
+    template_submitters.filter_map { |s| submitters_index[s['uuid']] if s['order'] == min_order }
+  end
+
+  def find_first_submitter(submission, submitters_index)
+    submission.template_submitters.filter_map { |s| submitters_index[s['uuid']] }.find { |s| !s.viewer? }
+  end
+
   def find_first_viewers(first_submitter, submitters_index)
     first_submitter.submission.template_submitters.each_with_object([]) do |s, viewers|
       submitter = submitters_index[s['uuid']]

lib/submissions/generate_preview_attachments.rb

@@ -18,7 +18,8 @@ module Submissions
                                                                AccountConfig::WITH_TIMESTAMP_SECONDS_KEY,
                                                                AccountConfig::ROTATE_INCREMENTAL_PDF_KEY,
                                                                AccountConfig::WITH_FILE_LINKS_KEY,
-                                                               AccountConfig::WITH_SIGNATURE_ID_REASON_KEY])
+                                                               AccountConfig::WITH_SIGNATURE_ID_REASON_KEY,
+                                                               AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY])
 
       with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
       with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
@@ -28,6 +29,8 @@ module Submissions
       with_timestamp_seconds = configs.find { |c| c.key == AccountConfig::WITH_TIMESTAMP_SECONDS_KEY }&.value == true
       with_signature_id_reason =
         configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false
+      with_signature_id_completed_at =
+        configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY }&.value == true
 
       file_links_expire_at = Accounts.link_expires_at(submission.account) if with_file_links
 
@@ -45,7 +48,7 @@ module Submissions
                                                         with_signature_id:, is_flatten:, with_headings: index.zero?,
                                                         with_submitter_timezone:, with_file_links:,
                                                         file_links_expire_at:, with_signature_id_reason:,
-                                                        with_timestamp_seconds:)
+                                                        with_timestamp_seconds:, with_signature_id_completed_at:)
       end
 
       template = submission.template

lib/submissions/generate_result_attachments.rb

@@ -140,7 +140,8 @@ module Submissions
                                                               AccountConfig::WITH_TIMESTAMP_SECONDS_KEY,
                                                               AccountConfig::ROTATE_INCREMENTAL_PDF_KEY,
                                                               AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY,
-                                                              AccountConfig::WITH_SIGNATURE_ID_REASON_KEY])
+                                                              AccountConfig::WITH_SIGNATURE_ID_REASON_KEY,
+                                                              AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY])
 
       with_signature_id = configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID }&.value == true
       is_flatten = configs.find { |c| c.key == AccountConfig::FLATTEN_RESULT_PDF_KEY }&.value != false
@@ -150,6 +151,8 @@ module Submissions
       with_file_links = configs.find { |c| c.key == AccountConfig::WITH_FILE_LINKS_KEY }&.value == true
       with_signature_id_reason =
         configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_REASON_KEY }&.value != false
+      with_signature_id_completed_at =
+        configs.find { |c| c.key == AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY }&.value == true
 
       file_links_expire_at = Accounts.link_expires_at(submitter.account) if with_file_links
 
@@ -201,12 +204,14 @@ module Submissions
                                                                       with_file_links:,
                                                                       with_timestamp_seconds:,
                                                                       with_signature_id_reason:,
+                                                                      with_signature_id_completed_at:,
                                                                       file_links_expire_at:)
     end
 
     def fill_submitter_fields(submitter, account, pdfs_index, with_signature_id:, is_flatten:, with_headings: nil,
                               with_submitter_timezone: false, with_signature_id_reason: true,
-                              with_timestamp_seconds: false, with_file_links: nil,
+                              with_timestamp_seconds: false, with_signature_id_completed_at: false,
+                              with_file_links: nil,
                               file_links_expire_at: Accounts.link_expires_at(account))
       cell_layouters = Hash.new do |hash, valign|
         hash[valign] = HexaPDF::Layout::TextLayouter.new(text_valign: valign.to_sym, text_align: :center)
@@ -337,14 +342,17 @@ module Submissions
 
                 time_format = with_timestamp_seconds ? :detailed : :long
 
+                signature_timestamp =
+                  (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" \
-                    "#{I18n.l(attachment.created_at.in_time_zone(timezone), format: time_format)} " \
-                    "#{TimeUtils.timezone_abbr(timezone, attachment.created_at)}"
+                    "#{I18n.l(signature_timestamp.in_time_zone(timezone), format: time_format)} " \
+                    "#{TimeUtils.timezone_abbr(timezone, signature_timestamp)}"
                 else
-                  "#{I18n.l(attachment.created_at.in_time_zone(timezone), format: time_format)} " \
-                    "#{TimeUtils.timezone_abbr(timezone, attachment.created_at)}"
+                  "#{I18n.l(signature_timestamp.in_time_zone(timezone), format: time_format)} " \
+                    "#{TimeUtils.timezone_abbr(timezone, signature_timestamp)}"
                 end
               end
 

lib/submitters.rb

@@ -213,9 +213,9 @@ module Submitters
   def build_document_filename(submitter, blob, filename_format)
     return blob.filename.to_s if filename_format.blank?
 
-    filename = ReplaceEmailVariables.call(filename_format, submitter:)
+    filename = filename_format.gsub('{document.name}', blob.filename.base)
+    filename = ReplaceEmailVariables.call(filename, submitter:)
 
-    filename = filename.gsub('{document.name}', blob.filename.base)
     filename = filename.gsub(' - {submission.status}') do
       if submitter.submission.completed_at?
         status =

lib/submitters/form_configs.rb

@@ -18,6 +18,7 @@ module Submitters
                     AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY,
                     AccountConfig::WITH_TIMESTAMP_SECONDS_KEY,
                     AccountConfig::WITH_SIGNATURE_ID_REASON_KEY,
+                    AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY,
                     *(Docuseal.multitenant? ? [] : [AccountConfig::POLICY_LINKS_KEY])].freeze
 
     module_function
@@ -40,6 +41,8 @@ module Submitters
       with_submitter_timezone = find_safe_value(configs, AccountConfig::WITH_SUBMITTER_TIMEZONE_KEY) == true
       with_timestamp_seconds = find_safe_value(configs, AccountConfig::WITH_TIMESTAMP_SECONDS_KEY) == true
       with_signature_id_reason = find_safe_value(configs, AccountConfig::WITH_SIGNATURE_ID_REASON_KEY) != false
+      with_signature_id_completed_at =
+        find_safe_value(configs, AccountConfig::WITH_SIGNATURE_ID_COMPLETED_AT_KEY) == true
       with_field_labels = find_safe_value(configs, AccountConfig::WITH_FIELD_LABELS_KEY) != false
       policy_links = find_safe_value(configs, AccountConfig::POLICY_LINKS_KEY)
 
@@ -47,7 +50,8 @@ module Submitters
                 reuse_signature:, with_decline:, with_delegate:, with_partial_download:,
                 policy_links:, enforce_signing_order:, completed_message:,
                 require_signing_reason:, prefill_signature:, with_submitter_timezone:,
-                with_signature_id_reason:, with_signature_id:, with_field_labels:, with_timestamp_seconds: }
+                with_signature_id_reason:, with_signature_id:, with_field_labels:, with_timestamp_seconds:,
+                with_signature_id_completed_at: }
 
       keys.each do |key|
         attrs[key.to_sym] = configs.find { |e| e.key == key.to_s }&.value

lib/submitters/submit_values.rb

@@ -286,7 +286,10 @@ module Submitters
 
       attachments_index =
         if has_document_conditions
-          Submissions.filtered_conditions_schema(submission).index_by { |i| i['attachment_uuid'] }
+          submitters_values = merge_submitters_values(submitter)
+
+          Submissions.filtered_conditions_schema(submission, values: submitters_values)
+                     .index_by { |i| i['attachment_uuid'] }
         end
 
       submission.template_fields.each do |field|
@@ -295,8 +298,7 @@ module Submitters
         required_field_uuids_acc.add(field['uuid']) if required_field_uuids_acc && required_editable_field?(field)
 
         if has_document_conditions && !check_field_areas_attachments(field, attachments_index)
-          submitter.values.delete(field['uuid'])
-          required_field_uuids_acc&.delete(field['uuid'])
+          delete_field_value!(field, submitter, submitters_values, required_field_uuids_acc)
         end
 
         if has_other_submitters && !submitters_values &&
@@ -305,14 +307,19 @@ module Submitters
         end
 
         unless check_field_conditions(submitters_values || submitter.values, field, submission.fields_uuid_index)
-          submitter.values.delete(field['uuid'])
-          required_field_uuids_acc&.delete(field['uuid'])
+          delete_field_value!(field, submitter, submitters_values, required_field_uuids_acc)
         end
       end
 
       submitter.values
     end
 
+    def delete_field_value!(field, submitter, submitters_values = nil, required_field_uuids_acc = nil)
+      submitter.values.delete(field['uuid'])
+      submitters_values&.delete(field['uuid'])
+      required_field_uuids_acc&.delete(field['uuid'])
+    end
+
     def submission_has_document_conditions?(submission)
       (submission.template_schema || submission.template.schema).any? { |e| e['conditions'].present? }
     end
@@ -331,6 +338,7 @@ module Submitters
 
     def merge_submitters_values(submitter)
       submitter.submission.submitters
+               .reject { |sub| sub.uuid == submitter.uuid }
                .reduce({}) { |acc, sub| acc.merge(sub.values) }
                .merge(submitter.values)
     end

lib/templates.rb

@@ -59,7 +59,6 @@ module Templates
                                   .select(1).arel.exists
 
     Template.where(id: TemplateSharing.where(account_id: shared_account_ids).select(:template_id))
-            .where(account_id: account.linked_account_account.account_id)
             .where.not(exists_access)
   end
 

lib/templates/serialize_for_api.rb

@@ -4,9 +4,9 @@ module Templates
   module SerializeForApi
     SERIALIZE_PARAMS = {
       only: %w[
-        id archived_at fields name preferences schema
-        slug source submitters created_at updated_at
-        author_id external_id folder_id shared_link
+        id name slug schema submitters fields variables_schema
+        preferences source created_at updated_at archived_at author_id
+        external_id folder_id shared_link
       ],
       methods: %i[application_key folder_name],
       include: { author: { only: %i[id email first_name last_name] } }
@@ -22,7 +22,16 @@ module Templates
 
       preview_image_attachments ||= preload_preview_image_attachments(schema_documents, dynamic_documents)
 
-      json['documents'] = template.schema.filter_map do |item|
+      json['variables_schema'] ||= {}
+
+      json['documents'] = build_documents_array(template, schema_documents, dynamic_documents,
+                                                preview_image_attachments, expires_at)
+
+      json
+    end
+
+    def build_documents_array(template, schema_documents, dynamic_documents, preview_image_attachments, expires_at)
+      template.schema.filter_map do |item|
         if item['dynamic']
           dynamic_document = dynamic_documents.find { |e| e.uuid == item['attachment_uuid'] }
 
@@ -44,8 +53,6 @@ module Templates
           'filename' => attachment.filename
         }
       end
-
-      json
     end
 
     def preload_dynamic_documents(template)

spec/requests/templates_spec.rb

@@ -230,6 +230,7 @@ describe 'Templates API' do
           name: 'sample-document'
         }
       ],
+      variables_schema: template.variables_schema || {},
       shared_link: template.shared_link,
       author_id: author.id,
       archived_at: nil,