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353 lines
14 KiB
353 lines
14 KiB
# frozen_string_literal: true
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module Submissions
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module CreateFromSubmitters
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BaseError = Class.new(StandardError)
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module_function
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# rubocop:disable Metrics
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def call(template:, user:, submissions_attrs:, source:, submitters_order:, params: {}, with_template: true)
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preferences = Submitters.normalize_preferences(user.account, user, params)
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submissions = Array.wrap(submissions_attrs).filter_map do |attrs|
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submission_preferences = Submitters.normalize_preferences(user.account, user, attrs)
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submission_preferences = preferences.merge(submission_preferences)
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set_submission_preferences = submission_preferences.slice('send_email', 'bcc_completed')
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set_submission_preferences['send_email'] = true if params['send_completed_email']
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expire_at = attrs[:expire_at] || Templates.build_default_expire_at(template)
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submission = template.submissions.new(created_by_user: user, source:,
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account_id: user.account_id,
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preferences: set_submission_preferences,
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name: with_template ? attrs[:name] : (attrs[:name] || template.name),
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expire_at:,
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template_submitters: [], submitters_order:)
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template_submitters = template.submitters.deep_dup
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attrs[:submitters].each_with_index do |submitter_attrs, index|
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if submitter_attrs[:roles].present? && submitter_attrs[:roles].size > 1
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template_submitter, template_submitters, submission.template_fields =
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merge_submitters_and_fields(submitter_attrs, template_submitters,
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submission.template_fields || submission.template.fields)
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submission.template_schema = submission.template.schema if submission.template_schema.blank?
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uuid = template_submitter['uuid']
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else
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if submitter_attrs[:roles].present? && submitter_attrs[:roles].size == 1
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submitter_attrs[:role] = submitter_attrs[:roles].first
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end
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uuid = find_submitter_uuid(template_submitters, submitter_attrs, index)
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next if uuid.blank?
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next if submitter_attrs.slice('email', 'phone', 'name').compact_blank.blank?
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submission.template_fields = submission.template.fields if submitter_attrs[:completed].present? &&
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submission.template_fields.blank?
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template_submitter = template_submitters.find { |e| e['uuid'] == uuid }
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end
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template_submitter = template_submitter.except('optional_invite_by_uuid', 'invite_by_uuid')
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template_submitter['order'] = submitter_attrs['order'] if submitter_attrs['order'].present?
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submission.template_submitters << template_submitter
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is_order_sent = submitters_order == 'random' || (template_submitter['order'] || index).zero?
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build_submitter(submission:, attrs: submitter_attrs,
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uuid:, is_order_sent:, user:, params:,
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preferences: preferences.merge(submission_preferences))
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end
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maybe_set_template_fields(submission, attrs[:submitters], with_template:)
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if submission.submitters.size > template.submitters.size
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raise BaseError, 'Defined more signing parties than in template'
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end
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if template.preferences['validate_unique_submitters'] == true
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submission_emails = submission.submitters.filter_map(&:email)
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raise BaseError, 'Recipient emails should differ' if submission_emails.uniq.size != submission_emails.size
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end
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next if submission.submitters.blank?
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maybe_add_invite_submitters(submission, template)
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submission.template = nil unless with_template
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submission.tap(&:save!)
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end
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maybe_enqueue_expire_at(submissions)
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submissions
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end
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# rubocop:enable Metrics
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def maybe_enqueue_expire_at(submissions)
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submissions.each do |submission|
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next unless submission.expire_at?
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ProcessSubmissionExpiredJob.perform_at(submission.expire_at, 'submission_id' => submission.id)
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end
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end
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def maybe_add_invite_submitters(submission, template)
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template.submitters.each_with_index do |item, index|
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next if item['invite_by_uuid'].blank? && item['optional_invite_by_uuid'].blank?
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next if submission.template_submitters.any? { |e| e['uuid'] == item['uuid'] }
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if index.zero?
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submission.template_submitters.insert(1, item)
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elsif submission.template_submitters.size > index
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submission.template_submitters.insert(index, item)
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else
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submission.template_submitters << item
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end
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end
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end
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def submitter_message_preferences(uuid, params)
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return {} if params[:request_email_per_submitter] != '1'
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return {} if params[:is_custom_message] != '1'
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{
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'subject' => params.dig('submitter_preferences', uuid, 'subject'),
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'body' => params.dig('submitter_preferences', uuid, 'body')
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}.compact_blank
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end
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def maybe_set_template_fields(submission, submitters_attrs, default_submitter_uuid: nil, with_template: true)
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template_fields = (submission.template_fields || submission.template.fields).deep_dup
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submitters = submission.template_submitters || submission.template.submitters
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submitters_attrs.each_with_index do |submitter_attrs, index|
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submitter_uuid = default_submitter_uuid || find_submitter_uuid(submitters, submitter_attrs, index)
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process_readonly_fields_param(submitter_attrs[:readonly_fields], template_fields, submitter_uuid)
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process_field_values_param(submitter_attrs[:values], template_fields, submitter_uuid)
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process_fields_param(submitter_attrs[:fields], template_fields, submitter_uuid)
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end
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if template_fields != (submission.template_fields || submission.template.fields) ||
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submitters_attrs.any? { |e| e[:completed].present? } || !with_template
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submission.template_fields = template_fields
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submission.template_schema = submission.template.schema if submission.template_schema.blank?
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end
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submission
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end
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def merge_submitters_and_fields(submitter_attrs, template_submitters, template_fields)
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selected_submitters = submitter_attrs[:roles].map do |role|
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template_submitters.find { |e| e['name'].to_s.casecmp(role).zero? } ||
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raise(BaseError, "#{role} role doesn't exist")
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end
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merge_role_uuids = selected_submitters.pluck('uuid')
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old_role_uuids = template_submitters.pluck('uuid')
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name = submitter_attrs[:role].presence || selected_submitters.pluck('name').join(' / ')
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merged_submitter, template_submitters =
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build_merged_submitter(template_submitters, role_uuids: merge_role_uuids, name:)
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field_names_index = {}
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sorted_fields = template_fields.sort_by { |e| old_role_uuids.index(e['submitter_uuid']) }
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sorted_fields.each do |field|
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next unless merge_role_uuids.include?(field['submitter_uuid'])
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if (existing_field = field_names_index[field['name']])
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existing_field['areas'] ||= []
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existing_field['areas'].push(*field['areas'])
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template_fields.delete(field)
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else
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field['submitter_uuid'] = merged_submitter['uuid']
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field_names_index[field['name']] = field if field['name'].present?
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end
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end
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[merged_submitter, template_submitters, template_fields]
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end
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def build_merged_submitter(submitters, role_uuids:, name:)
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new_uuid = Digest::UUID.uuid_v5(Digest::UUID::OID_NAMESPACE, role_uuids.sort.join(':'))
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merged_submitter = nil
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submitters =
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submitters.filter_map do |submitter|
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submitter['optional_invite_by_uuid'] = new_uuid if role_uuids.include?(submitter['optional_invite_by_uuid'])
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submitter['invite_by_uuid'] = new_uuid if role_uuids.include?(submitter['invite_by_uuid'])
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submitter['linked_to_uuid'] = new_uuid if role_uuids.include?(submitter['linked_to_uuid'])
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if role_uuids.include?(submitter['uuid'])
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next if merged_submitter
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merged_submitter = submitter.deep_dup
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merged_submitter['uuid'] = new_uuid
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merged_submitter['name'] = name
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merged_submitter.delete('linked_to_uuid')
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next merged_submitter
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end
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submitter
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end
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[merged_submitter, submitters]
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end
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def process_readonly_fields_param(readonly_fields, template_fields, submitter_uuid)
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return if readonly_fields.blank?
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template_fields.each do |f|
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next if f['submitter_uuid'] != submitter_uuid ||
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(!f['name'].in?(readonly_fields) &&
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!f['name'].to_s.downcase.in?(readonly_fields) &&
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!f['name'].to_s.parameterize.underscore.in?(readonly_fields))
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f['readonly'] = true
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end
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end
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def process_field_values_param(values, template_fields, submitter_uuid)
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return if values.blank?
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template_fields.each do |f|
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next if f['type'].in?(%w[signature image initials file])
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next if f['submitter_uuid'] != submitter_uuid
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next unless values.key?(f['uuid'])
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value = values[f['uuid']]
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if value.present?
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f['default_value'] = value
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else
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f.delete('default_value')
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end
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end
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end
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def process_fields_param(fields, template_fields, submitter_uuid)
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return if fields.blank?
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template_fields.each do |f|
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next if f['submitter_uuid'] != submitter_uuid
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field_configs = fields.find do |e|
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if e['name'].present?
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e['name'].to_s.casecmp(f['name'].to_s).zero? || e['name'] == f['name'].to_s.parameterize.underscore
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else
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e['uuid'] == f['uuid']
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end
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end
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next if field_configs.blank?
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assign_field_attrs(f, field_configs)
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end
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end
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def assign_field_attrs(field, attrs)
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field['title'] = attrs['title'] if attrs['title'].present?
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field['description'] = attrs['description'] if attrs['description'].present?
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field['readonly'] = attrs['readonly'] if attrs.key?('readonly')
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field['required'] = attrs['required'] if attrs.key?('required')
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if attrs.key?('default_value') && !field['type'].in?(%w[signature image initials file])
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if attrs['default_value'].present?
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field['default_value'] = Submitters::NormalizeValues.normalize_value(field, attrs['default_value'])
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else
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field.delete('default_value')
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end
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end
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field['preferences'] = (field['preferences'] || {}).merge(attrs['preferences']) if attrs['preferences'].present?
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return field if attrs['validation_pattern'].blank?
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field['validation'] = {
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'pattern' => attrs['validation_pattern'],
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'message' => attrs['invalid_message']
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}.compact_blank
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field
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end
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def find_submitter_uuid(submitters, attrs, index)
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uuid = attrs[:uuid].presence
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uuid ||= submitters.find { |e| e['name'].to_s.casecmp(attrs[:role].to_s).zero? }&.dig('uuid')
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uuid || submitters[index]&.dig('uuid')
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end
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def build_submitter(submission:, attrs:, uuid:, is_order_sent:, user:, preferences:, params:)
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email = Submissions.normalize_email(attrs[:email])
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submitter_preferences = Submitters.normalize_preferences(submission.account, user,
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attrs.merge(submitter_message_preferences(uuid, params)))
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values = attrs[:values] || {}
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phone_field_uuid = find_phone_field(submission, values)&.dig('uuid')
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submitter =
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submission.submitters.new(
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email:,
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phone: (attrs[:phone] || values[phone_field_uuid]).to_s.gsub(/[^0-9+]/, ''),
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name: attrs[:name],
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account_id: user.account_id,
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external_id: attrs[:external_id].presence || attrs[:application_key],
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completed_at: attrs[:completed].present? ? Time.current : nil,
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values: values.except(phone_field_uuid),
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metadata: attrs[:metadata] || {},
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preferences: preferences.merge(submitter_preferences)
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.merge({ default_values: attrs[:values] }.compact_blank)
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.except('bcc_completed'),
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uuid:
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)
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submitter.sent_at =
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submitter.preferences['send_email'] != false && email.present? && is_order_sent ? Time.current : nil
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assign_completed_attributes(submitter) if submitter.completed_at?
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submitter
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end
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def find_phone_field(submission, values)
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(submission.template_fields || submission.template.fields).find do |f|
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values[f['uuid']].present? && f['type'] == 'phone'
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end
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end
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def assign_completed_attributes(submitter)
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submitter.values = Submitters::SubmitValues.merge_default_values(submitter)
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submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
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formula_values = Submitters::SubmitValues.build_formula_values(submitter)
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if formula_values.present?
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submitter.values = submitter.values.merge(formula_values)
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submitter.values = Submitters::SubmitValues.maybe_remove_condition_values(submitter)
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end
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submitter.values = submitter.values.transform_values do |v|
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v == '{{date}}' ? Time.current.in_time_zone(submitter.submission.account.timezone).to_date.to_s : v
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end
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submitter
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end
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end
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end
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