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docuseal/app/views/templates_preferences/show.html.erb

261 lines
17 KiB

<%= render 'shared/turbo_modal_large', title: 'Preferences' do %>
<% show_api = Docuseal.multitenant? || current_account.testing? || !current_account.linked_account_account %>
<% show_recipients = @template.submitters.to_a.length > 1 %>
<% options = [%w[General general]] %>
<% options << %w[Recipients recipients] if show_recipients %>
<% options << ['API and Embedding', 'api'] if show_api %>
<% if options.size > 1 %>
<toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center mt-3 block">
<div class="join">
<% options.each_with_index do |(label, value), index| %>
<span>
<%= radio_button_tag 'option', value, value == 'general', class: 'peer hidden', data: { action: 'change:toggle-visible#trigger' } %>
<label for="option_<%= value %>" class="<%= '!rounded-s-full' if index.zero? %> btn btn-focus btn-sm join-item peer-checked:btn-active normal-case <%= 'px-8 md:px-0' if value.in?(%w[general recipients]) %> <%= options.size > 2 ? 'md:w-44' : 'md:w-48' %>">
<%= label %>
</label>
</span>
<% end %>
</div>
</toggle-visible>
<% end %>
<div id="general" class="px-5 mb-4">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
<toggle-on-submit data-element-id="bcc_saved_alert"></toggle-on-submit>
<%= f.fields_for :preferences, Struct.new(:bcc_completed).new(@template.preferences['bcc_completed']) do |ff| %>
<div class="form-control">
<%= ff.label :bcc_completed, class: 'label' do %>
<span class="flex items-center space-x-1 justify-between w-full">
<span>
Completed documents notification BCC address
</span>
</span>
<% end %>
<%= tag.input type: 'email', multiple: true, name: 'template[preferences][bcc_completed]', autocomplete: 'off', class: 'base-input', value: ff.object.bcc_completed %>
</div>
<% end %>
<div class="form-control pt-3">
<%= f.button button_title(title: 'Save', disabled_with: 'Updating'), class: 'base-button' %>
<div class="flex justify-center">
<span id="bcc_saved_alert" class="text-sm invisible font-normal mt-0.5">Changes have been saved</span>
</div>
</div>
<% end %>
<%= render 'templates_code_modal/preferences' %>
<div class="join join-vertical w-full !rounded-2xl mb-1.5 mt-2.5">
<div class="collapse collapse-arrow join-item border border-base-300">
<input type="checkbox" name="accordion">
<div class="collapse-title text-xl font-medium">
Signature request email
</div>
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
<toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
<%= f.fields_for :preferences, Struct.new(:request_email_subject, :request_email_body).new(*(@template.preferences.values_at('request_email_subject', 'request_email_body').compact_blank.presence || AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY).value.values_at('subject', 'body'))) do |ff| %>
<div class="form-control">
<%= ff.label :request_email_subject, 'Email subject', class: 'label' %>
<%= ff.text_field :request_email_subject, required: true, class: 'base-input', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
<%= ff.label :request_email_body, 'Email body', class: 'label' %>
<span class="tooltip tooltip-right" data-tip="Use following placeholders text: <%= AccountConfig::DEFAULT_VALUES.dig(AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY, 'body').scan(/{{.*?}}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
</div>
<autoresize-textarea>
<%= ff.text_area :request_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
</autoresize-textarea>
</div>
<% end %>
<div class="form-control pt-2">
<%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
<div class="flex justify-center">
<span id="email_saved_alert1" class="text-sm invisible font-normal mt-0.5">Changes have been saved</span>
</div>
</div>
<% end %>
</div>
</div>
<div class="collapse collapse-arrow join-item border border-base-300">
<input type="checkbox" name="accordion">
<div class="collapse-title text-xl font-medium">
Documents copy email
</div>
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
<toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
<% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
<%= f.fields_for :preferences, Struct.new(:documents_copy_email_subject, :documents_copy_email_body, :documents_copy_email_enabled, :documents_copy_email_attach_audit).new(@template.preferences['documents_copy_email_subject'].presence || configs['subject'], @template.preferences['documents_copy_email_body'].presence || configs['body'], @template.preferences['documents_copy_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['documents_copy_email_attach_audit'] != false) do |ff| %>
<div class="form-control">
<%= ff.label :documents_copy_email_subject, 'Email subject', class: 'label' %>
<%= ff.text_field :documents_copy_email_subject, required: true, class: 'base-input', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
<%= ff.label :documents_copy_email_body, 'Email body', class: 'label' %>
<span class="tooltip tooltip-right" data-tip="Use following placeholders text: <%= AccountConfig::DEFAULT_VALUES.dig(AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY, 'body').scan(/{{.*?}}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
</div>
<autoresize-textarea>
<%= ff.text_area :documents_copy_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
</autoresize-textarea>
</div>
<div class="flex items-center justify-between pt-2.5 px-1 mb-2">
<span>
Attach Audit Log PDF to the email
</span>
<%= ff.check_box :documents_copy_email_attach_audit, { checked: ff.object.documents_copy_email_attach_audit != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
</div>
<div class="flex items-center justify-between py-2.5 px-1 mb-2">
<span>
Send emails automatically on completion
</span>
<%= ff.check_box :documents_copy_email_enabled, { checked: ff.object.documents_copy_email_enabled != false, class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
</div>
<% end %>
<div class="form-control pt-2">
<%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
<div class="flex justify-center">
<span id="email_saved_alert2" class="text-sm invisible font-normal mt-0.5">Changes have been saved</span>
</div>
</div>
<% end %>
</div>
</div>
<div class="collapse collapse-arrow join-item border border-base-300">
<input type="checkbox" name="accordion">
<div class="collapse-title text-xl font-medium">
Completed notification email
</div>
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
<toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
<% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
<%= f.fields_for :preferences, Struct.new(:completed_notification_email_subject, :completed_notification_email_body, :completed_notification_email_enabled, :completed_notification_email_attach_audit, :completed_notification_email_attach_documents).new(@template.preferences['completed_notification_email_subject'].presence || configs['subject'], @template.preferences['completed_notification_email_body'].presence || configs['body'], @template.preferences['completed_notification_email_enabled'], configs['attach_audit_log'] != false && @template.preferences['completed_notification_email_attach_audit'] != false, configs['attach_documents'] != false && @template.preferences['completed_notification_email_attach_documents'] != false) do |ff| %>
<div class="form-control">
<%= ff.label :completed_notification_email_subject, 'Email subject', class: 'label' %>
<%= ff.text_field :completed_notification_email_subject, required: true, class: 'base-input', dir: 'auto' %>
</div>
<div class="form-control">
<div class="flex items-center">
<%= ff.label :completed_notification_email_body, 'Email body', class: 'label' %>
<span class="tooltip tooltip-right" data-tip="Use following placeholders text: <%= AccountConfig::DEFAULT_VALUES.dig(AccountConfig::SUBMITTER_INVITATION_EMAIL_KEY, 'body').scan(/{{.*?}}/).join(', ') %>">
<%= svg_icon('info_circle', class: 'w-4 h-4') %>
</span>
</div>
<autoresize-textarea>
<%= ff.text_area :completed_notification_email_body, required: true, class: 'base-input w-full py-2', dir: 'auto' %>
</autoresize-textarea>
</div>
<div class="flex items-center justify-between pt-2.5 px-1 mb-2">
<span>
Send emails automatically on completion
</span>
<%= ff.check_box :completed_notification_email_enabled, { checked: ff.object.completed_notification_email_enabled != false, class: 'toggle', onchange: 'this.form.requestSubmit()' }, 'true', 'false' %>
</div>
<div class="flex items-center justify-between pt-2.5 px-1 mb-2">
<span>
Attach documents to the email
</span>
<%= ff.check_box :completed_notification_email_attach_documents, { checked: ff.object.completed_notification_email_attach_documents != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_documents'] == false }, 'true', 'false' %>
</div>
<div class="flex items-center justify-between py-2.5 px-1 mb-2">
<span>
Attach Audit Log PDF to the email
</span>
<%= ff.check_box :completed_notification_email_attach_audit, { checked: ff.object.completed_notification_email_attach_audit != false, class: 'toggle', onchange: 'this.form.requestSubmit()', disabled: configs['attach_audit_log'] == false }, 'true', 'false' %>
</div>
<% end %>
<div class="form-control pt-2">
<%= f.button button_title(title: 'Save', disabled_with: 'Saving'), class: 'base-button' %>
<div class="flex justify-center">
<span id="email_saved_alert3" class="text-sm invisible font-normal mt-0.5">Changes have been saved</span>
</div>
</div>
<% end %>
</div>
</div>
</div>
</div>
<% if show_recipients %>
<div id="recipients" class="hidden mt-2 mb-4 px-5">
<%= form_for @template, url: template_recipients_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1', id: :submitters_form } do |f| %>
<div class="space-y-3 divide-y">
<% @template.submitters.each_with_index do |submitter, index| %>
<div class="pt-3">
<%= f.fields_for :submitters, item = Struct.new(:name, :uuid, :is_requester, :email, :linked_to_uuid, :option).new(*submitter.values_at('name', 'uuid', 'is_requester', 'email', 'linked_to_uuid')), index: do |ff| %>
<% item.option = item.is_requester.present? ? 'is_requester' : (item.email.present? ? 'email' : (item.linked_to_uuid.present? ? "linked_to_#{item.linked_to_uuid}" : '')) %>
<%= ff.hidden_field :uuid %>
<div class="form-control">
<%= ff.text_field :name, class: 'w-full outline-none border-transparent focus:border-transparent focus:ring-0 bg-base-100 px-1 peer mb-2', autocomplete: 'off', placeholder: "#{index + 1}#{(index + 1).ordinal} Party", required: true %>
<% if @template.submitters.size == 2 %>
<%= ff.email_field :email, class: 'base-input', autocomplete: 'off', placeholder: 'Default Email', disabled: ff.object.is_requester, id: field_uuid = SecureRandom.uuid %>
<% else %>
<toggle-attribute data-target-id="<%= email_field_uuid = SecureRandom.uuid %>" data-class-name="hidden" data-value="email">
<%= ff.select :option, [['Not specified', 'not_set'], ['Submission requester', 'is_requester'], ['Specified email', 'email'], *(@template.submitters - [submitter]).map { |e| ["Same as #{e['name']}", "linked_to_#{e['uuid']}"] }], {}, class: 'base-select mb-3' %>
</toggle-attribute>
<%= ff.email_field :email, class: "base-input #{'hidden' if item.option != 'email'}", autocomplete: 'off', placeholder: 'Default Email', id: email_field_uuid %>
<% end %>
</div>
<% if @template.submitters.size == 2 %>
<div class="mt-3">
<label class="flex items-center space-x-2 cursor-pointer">
<toggle-attribute data-target-id="<%= field_uuid %>" class="flex" data-attribute="disabled">
<%= ff.check_box :is_requester, class: 'base-checkbox' %>
</toggle-attribute>
<span class="select-none">
Submission requester
</span>
</label>
</div>
<% end %>
<% end %>
</div>
<% end %>
</div>
<div class="form-control mt-6 pb-2">
<%= f.button button_title(title: 'Save', disabled_with: 'Updating'), class: 'base-button' %>
</div>
<% end %>
</div>
<% end %>
<% if show_api %>
<div id="api" class="hidden mt-2 mb-4 px-5">
<div>
<label class="text-sm font-semibold" for="template_id">
Template ID
</label>
<div class="flex gap-2 mb-4 mt-2">
<input id="template_id" type="text" value="<%= @template.id %>" class="base-input w-full" autocomplete="off" readonly>
<%= render 'shared/clipboard_copy', icon: 'copy', text: @template.id, class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy', copied_title: 'Copied' %>
</div>
</div>
<div>
<label class="text-sm font-semibold" for="embedding_url">
Embedding URL
</label>
<div class="flex gap-2 mb-4 mt-2">
<input id="embedding_url" type="text" value="<%= start_form_url(slug: @template.slug) %>" class="base-input w-full" autocomplete="off" readonly>
<%= render 'shared/clipboard_copy', icon: 'copy', text: start_form_url(slug: @template.slug), class: 'base-button', icon_class: 'w-6 h-6 text-white', copy_title: 'Copy', copied_title: 'Copied' %>
</div>
</div>
<%= render 'templates_code_modal/placeholder' %>
<%= render 'templates/embedding', template: @template %>
<% if can?(:manage, TemplateSharing.new(template: @template)) %>
<%= form_for '', url: template_sharings_testing_index_path, method: :post, html: { class: 'mt-1' } do |f| %>
<%= f.hidden_field :template_id, value: @template.id %>
<div class="flex items-center justify-between">
<span>
Share template with Test Environment
</span>
<%= f.check_box :value, class: 'toggle', checked: @template.template_sharings.exists?(account_id: current_account.testing_accounts), onchange: 'this.form.requestSubmit()' %>
</div>
<% end %>
<div class="mb-4">
</div>
<% end %>
</div>
<% end %>
<% end %>