add recipient preferences
This commit is contained in:
committed by
Oleksandr Turchyn
parent
126a36dbf3
commit
71b8cc7172
@@ -97,7 +97,7 @@ module Api
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:name,
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:external_id,
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{
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submitters: [%i[name uuid]],
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submitters: [%i[name uuid is_requester linked_to_uuid email]],
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fields: [[:uuid, :submitter_uuid, :name, :type,
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:required, :readonly, :default_value,
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:title, :description,
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@@ -103,7 +103,7 @@ class TemplatesController < ApplicationController
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params.require(:template).permit(
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:name,
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{ schema: [%i[attachment_uuid name]],
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submitters: [%i[name uuid]],
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submitters: [%i[name uuid is_requester linked_to_uuid email]],
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fields: [[:uuid, :submitter_uuid, :name, :type,
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:required, :readonly, :default_value,
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:title, :description,
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@@ -0,0 +1,49 @@
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# frozen_string_literal: true
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class TemplatesRecipientsController < ApplicationController
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load_and_authorize_resource :template
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def create
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authorize!(:update, @template)
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@template.submitters =
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submitters_params.map { |s| s.reject { |_, v| v.is_a?(String) && v.blank? } }
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@template.save!
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render json: { submitters: @template.submitters }
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end
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private
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def submitters_params
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params.require(:template).permit(
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submitters: [%i[name uuid is_requester linked_to_uuid email option]]
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).fetch(:submitters, {}).values.filter_map do |s|
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next if s[:uuid].blank?
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if s[:is_requester] == '1'
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s[:is_requester] = true
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else
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s.delete(:is_requester)
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end
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option = s.delete(:option)
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if option.present?
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case option
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when 'is_requester'
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s[:is_requester] = true
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when 'not_set'
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s.delete(:is_requester)
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s.delete(:email)
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s.delete(:linked_to_uuid)
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when /\Alinked_to_(.*)\z/
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s[:linked_to_uuid] = ::Regexp.last_match(-1)
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end
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end
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s
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end
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end
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end
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@@ -26,6 +26,8 @@ import EmailsTextarea from './elements/emails_textarea'
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import ToggleOnSubmit from './elements/toggle_on_submit'
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import PasswordInput from './elements/password_input'
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import SearchInput from './elements/search_input'
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import ToggleAttribute from './elements/toggle_attribute'
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import LinkedInput from './elements/linked_input'
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import * as TurboInstantClick from './lib/turbo_instant_click'
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@@ -89,9 +91,13 @@ safeRegisterElement('toggle-cookies', ToggleCookies)
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safeRegisterElement('toggle-on-submit', ToggleOnSubmit)
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safeRegisterElement('password-input', PasswordInput)
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safeRegisterElement('search-input', SearchInput)
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safeRegisterElement('toggle-attribute', ToggleAttribute)
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safeRegisterElement('linked-input', LinkedInput)
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safeRegisterElement('template-builder', class extends HTMLElement {
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connectedCallback () {
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document.addEventListener('turbo:submit-end', this.onSubmit)
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this.appElem = document.createElement('div')
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this.appElem.classList.add('md:h-screen')
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@@ -114,12 +120,22 @@ safeRegisterElement('template-builder', class extends HTMLElement {
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acceptFileTypes: this.dataset.acceptFileTypes
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})
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this.app.mount(this.appElem)
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this.component = this.app.mount(this.appElem)
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this.appendChild(this.appElem)
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}
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onSubmit = (e) => {
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if (e.detail.success && e.detail?.formSubmission?.formElement?.id === 'submitters_form') {
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e.detail.fetchResponse.response.json().then((data) => {
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this.component.template.submitters = data.submitters
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})
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}
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}
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disconnectedCallback () {
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document.removeEventListener('turbo:submit-end', this.onSubmit)
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this.app?.unmount()
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this.appElem?.remove()
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}
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@@ -0,0 +1,31 @@
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export default class extends HTMLElement {
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connectedCallback () {
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if (this.target) {
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this.input.value = this.target.value
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this.target.addEventListener('input', (e) => {
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this.input.value = e.target.value
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})
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this.target.addEventListener('linked-input.update', (e) => {
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this.input.value = e.target.value
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})
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}
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}
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get input () {
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return this.querySelector('input')
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}
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get target () {
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if (this.dataset.targetId) {
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const listItem = this.closest('[data-targets="dynamic-list.items"]')
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if (listItem) {
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return listItem.querySelector(`#${this.dataset.targetId}`)
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} else {
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return document.getElementById(this.dataset.targetId)
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}
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}
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}
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}
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@@ -24,6 +24,7 @@ export default class extends HTMLElement {
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if (input && item[field]) {
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input.value = item[field]
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input.dispatchEvent(new CustomEvent('linked-input.update', { bubbles: true }))
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}
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if (textarea && item[field]) {
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@@ -0,0 +1,28 @@
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export default class extends HTMLElement {
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connectedCallback () {
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this.input.addEventListener('change', (event) => {
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if (this.dataset.attribute) {
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this.target[this.dataset.attribute] = event.target.checked
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}
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if (this.dataset.className) {
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this.target.classList.toggle(this.dataset.className, event.target.value !== this.dataset.value)
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if (this.dataset.className === 'hidden' && this.target.tagName === 'INPUT') {
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this.target.disabled = event.target.value !== this.dataset.value
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}
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}
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if (this.dataset.attribute === 'disabled') {
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this.target.value = ''
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}
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})
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}
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get input () {
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return this.querySelector('input[type="checkbox"]') || this.querySelector('select')
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}
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get target () {
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return document.getElementById(this.dataset.targetId)
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}
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}
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@@ -22,7 +22,7 @@ export default actionable(class extends HTMLElement {
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}
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onSubmit = (e) => {
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if (e.detail.success) {
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if (e.detail.success && e.detail?.formSubmission?.formElement?.dataset?.closeOnSubmit !== 'false') {
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this.close()
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}
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}
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@@ -18,14 +18,20 @@
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<% end %>
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<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
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<submitters-autocomplete data-field="name">
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<%= tag.input type: 'text', name: 'submission[1][submitters][][name]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Name', required: index.zero?, value: params[:selfsign] && index.zero? ? current_user.full_name : '', dir: 'auto' %>
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<linked-input data-target-id="<%= "detailed_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<%= tag.input type: 'text', name: 'submission[1][submitters][][name]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Name', required: index.zero?, value: (params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.full_name : '', dir: 'auto', id: "detailed_name_#{item['uuid']}" %>
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</linked-input>
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</submitters-autocomplete>
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<div class="grid <%= 'md:grid-cols-2 gap-1' if template.submitters.size == 1 %>">
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<submitters-autocomplete data-field="email">
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<input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Email (optional)" value="<%= params[:selfsign] && index.zero? ? current_user.email : '' %>">
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<linked-input data-target-id="<%= "detailed_email_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<input type="email" multiple name="submission[1][submitters][][email]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Email (optional)" value="<%= item['email'].presence || ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.email : '') %>" id="detailed_email_<%= item['uuid'] %>">
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</linked-input>
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</submitters-autocomplete>
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<submitters-autocomplete data-field="phone">
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<input type="tel" pattern="^\+[0-9\s\-]+$" oninvalid="this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''" oninput="this.setCustomValidity('')" name="submission[1][submitters][][phone]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Phone (optional)">
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<linked-input data-target-id="<%= "detailed_phone_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<input type="tel" pattern="^\+[0-9\s\-]+$" oninvalid="this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''" oninput="this.setCustomValidity('')" name="submission[1][submitters][][phone]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Phone (optional)" id="detailed_phone_<%= item['uuid'] %>">
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</linked-input>
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</submitters-autocomplete>
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</div>
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</submitter-item>
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@@ -27,7 +27,9 @@
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</label>
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<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
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<submitters-autocomplete data-field="email">
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<%= tag.input type: 'email', multiple: true, name: 'submission[1][submitters][][email]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Email', required: index.zero?, value: params[:selfsign] && index.zero? ? current_user.email : '' %>
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<linked-input data-target-id="<%= "email_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<%= tag.input type: 'email', multiple: true, name: 'submission[1][submitters][][email]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Email', required: index.zero?, value: item['email'].presence || ((params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.email : ''), id: "email_#{item['uuid']}" %>
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</linked-input>
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</submitters-autocomplete>
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</submitter-item>
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<% end %>
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@@ -19,18 +19,24 @@
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<% end %>
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<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
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<submitters-autocomplete data-field="phone">
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<%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''", oninput: "this.setCustomValidity('')", name: 'submission[1][submitters][][phone]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Phone', required: index.zero? %>
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<linked-input data-target-id="<%= "phone_phone_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''", oninput: "this.setCustomValidity('')", name: 'submission[1][submitters][][phone]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Phone', required: index.zero?, id: "phone_phone_#{item['uuid']}" %>
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</linked-input>
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</submitters-autocomplete>
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<% if template.submitters.size > 1 %>
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<submitters-autocomplete data-field="name">
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<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Name (optional)" value="<%= params[:selfsign] && index.zero? ? current_user.full_name : '' %>" dir="auto">
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<linked-input data-target-id="<%= "phone_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Name (optional)" value="<%= (params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.full_name : '' %>" dir="auto" id="phone_name_<%= item['uuid'] %>">
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</linked-input>
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</submitters-autocomplete>
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<% end %>
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</div>
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<% if template.submitters.size == 1 %>
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<div class="form-control flex">
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<submitters-autocomplete data-field="name">
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<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Name (optional)" value="<%= params[:selfsign] && index.zero? ? current_user.full_name : '' %>" dir="auto">
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<linked-input data-target-id="<%= "phone_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
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<input type="text" name="submission[1][submitters][][name]" autocomplete="off" class="input input-sm input-bordered w-full" placeholder="Name (optional)" value="<%= (params[:selfsign] && index.zero?) || item['is_requester'] ? current_user.full_name : '' %>" dir="auto" id="phone_name_<%= item['uuid'] %>">
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</linked-input>
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</submitters-autocomplete>
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</div>
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<% end %>
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@@ -1,6 +1,8 @@
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<%= render 'shared/turbo_modal_large', title: 'Preferences', close_after_submit: false do %>
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<%= render 'shared/turbo_modal_large', title: 'Preferences' do %>
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<% show_api = Docuseal.multitenant? || current_account.testing? || !current_account.linked_account_account %>
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<% show_recipients = @template.submitters.to_a.length > 1 %>
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<% options = [%w[General general]] %>
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<% options << %w[Recipients recipients] if show_recipients %>
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<% options << ['API and Embedding', 'api'] if show_api %>
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<% if options.size > 1 %>
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<toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="relative text-center mt-3 block">
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@@ -8,7 +10,7 @@
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<% options.each_with_index do |(label, value), index| %>
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<span>
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<%= radio_button_tag 'option', value, value == 'general', class: 'peer hidden', data: { action: 'change:toggle-visible#trigger' } %>
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<label for="option_<%= value %>" class="<%= '!rounded-s-full' if index.zero? %> btn btn-focus btn-sm join-item md:w-48 peer-checked:btn-active normal-case <%= 'px-8 md:px-0' if value == 'general' %>">
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<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' %>">
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<%= label %>
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</label>
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</span>
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@@ -17,7 +19,7 @@
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</toggle-visible>
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<% end %>
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<div id="general" class="px-5 mb-4">
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' } do |f| %>
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-2' }, data: { close_on_submit: false } do |f| %>
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<toggle-on-submit data-element-id="bcc_saved_alert"></toggle-on-submit>
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<%= f.fields_for :preferences, Struct.new(:bcc_completed).new(@template.preferences['bcc_completed']) do |ff| %>
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<div class="form-control">
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@@ -46,7 +48,7 @@
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Signature request email
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</div>
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<div class="collapse-content">
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
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<toggle-on-submit data-element-id="email_saved_alert1"></toggle-on-submit>
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<%= 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| %>
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<div class="form-control">
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@@ -80,7 +82,7 @@
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Documents copy email
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</div>
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<div class="collapse-content">
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
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<toggle-on-submit data-element-id="email_saved_alert2"></toggle-on-submit>
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<% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY).value %>
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<%= 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| %>
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@@ -127,7 +129,7 @@
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Completed notification email
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</div>
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<div class="collapse-content">
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
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<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' }, data: { close_on_submit: false } do |f| %>
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<toggle-on-submit data-element-id="email_saved_alert3"></toggle-on-submit>
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<% configs = AccountConfigs.find_or_initialize_for_key(current_account, AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY).value %>
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<%= 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| %>
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@@ -176,6 +178,48 @@
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</div>
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</div>
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</div>
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<% if show_recipients %>
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<div id="recipients" class="hidden mt-2 mb-4 px-5">
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<%= 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>
|
||||
|
||||
@@ -97,6 +97,7 @@ Rails.application.routes.draw do
|
||||
resource :form, only: %i[show], controller: 'templates_form_preview'
|
||||
resource :code_modal, only: %i[show], controller: 'templates_code_modal'
|
||||
resource :preferences, only: %i[show create], controller: 'templates_preferences'
|
||||
resources :recipients, only: %i[create], controller: 'templates_recipients'
|
||||
resources :submissions_export, only: %i[index new]
|
||||
end
|
||||
resources :preview_document_page, only: %i[show], path: '/preview/:signed_uuid'
|
||||
|
||||
Reference in New Issue
Block a user