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add recipient preferences

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This commit is contained in:
Pete Matsyburka
2024-09-06 19:30:49 +03:00
committed by Oleksandr Turchyn
parent 126a36dbf3
commit 71b8cc7172
13 changed files with 201 additions and 17 deletions
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app/views/submissions/_detailed_form.html.erb
+9 -3
View File
@@ -18,14 +18,20 @@
<% end %>
<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
<submitters-autocomplete data-field="name">
<%= 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' %>
<linked-input data-target-id="<%= "detailed_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<%= 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']}" %>
</linked-input>
</submitters-autocomplete>
<div class="grid <%= 'md:grid-cols-2 gap-1' if template.submitters.size == 1 %>">
<submitters-autocomplete data-field="email">
<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 : '' %>">
<linked-input data-target-id="<%= "detailed_email_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<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'] %>">
</linked-input>
</submitters-autocomplete>
<submitters-autocomplete data-field="phone">
<input type="tel" pattern="^\+[0-9\s\-]+$" oninvalid="this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''" oninput="this.setCustomValidity('')" name="submission[1][submitters][][phone]" autocomplete="off" class="input input-sm input-bordered mt-1.5 w-full" placeholder="Phone (optional)">
<linked-input data-target-id="<%= "detailed_phone_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<input type="tel" pattern="^\+[0-9\s\-]+$" 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'] %>">
</linked-input>
</submitters-autocomplete>
</div>
</submitter-item>
app/views/submissions/_email_form.html.erb
+3 -1
View File
@@ -27,7 +27,9 @@
</label>
<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
<submitters-autocomplete data-field="email">
<%= 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 : '' %>
<linked-input data-target-id="<%= "email_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<%= 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']}" %>
</linked-input>
</submitters-autocomplete>
</submitter-item>
<% end %>
app/views/submissions/_phone_form.html.erb
+9 -3
View File
@@ -19,18 +19,24 @@
<% end %>
<input type="hidden" name="submission[1][submitters][][uuid]" value="<%= item['uuid'] %>">
<submitters-autocomplete data-field="phone">
<%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', oninvalid: "this.value ? this.setCustomValidity('Use internatioanl format: +1xxx...') : ''", oninput: "this.setCustomValidity('')", name: 'submission[1][submitters][][phone]', autocomplete: 'off', class: 'input input-sm input-bordered w-full', placeholder: 'Phone', required: index.zero? %>
<linked-input data-target-id="<%= "phone_phone_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<%= tag.input type: 'tel', pattern: '^\+[0-9\s\-]+$', 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']}" %>
</linked-input>
</submitters-autocomplete>
<% if template.submitters.size > 1 %>
<submitters-autocomplete data-field="name">
<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">
<linked-input data-target-id="<%= "phone_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<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'] %>">
</linked-input>
</submitters-autocomplete>
<% end %>
</div>
<% if template.submitters.size == 1 %>
<div class="form-control flex">
<submitters-autocomplete data-field="name">
<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">
<linked-input data-target-id="<%= "phone_name_#{item['linked_to_uuid']}" if item['linked_to_uuid'].present? %>">
<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'] %>">
</linked-input>
</submitters-autocomplete>
</div>
<% end %>
app/views/templates_preferences/show.html.erb
+50 -6
View File
@@ -1,6 +1,8 @@
<%= render 'shared/turbo_modal_large', title: 'Preferences', close_after_submit: false do %>
<%= 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">
@@ -8,7 +10,7 @@
<% 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 md:w-48 peer-checked:btn-active normal-case <%= 'px-8 md:px-0' if value == 'general' %>">
<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>
@@ -17,7 +19,7 @@
</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' } do |f| %>
<%= 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">
@@ -46,7 +48,7 @@
Signature request email
</div>
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
<%= 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">
@@ -80,7 +82,7 @@
Documents copy email
</div>
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
<%= 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| %>
@@ -127,7 +129,7 @@
Completed notification email
</div>
<div class="collapse-content">
<%= form_for @template, url: template_preferences_path(@template), method: :post, html: { autocomplete: 'off', class: 'mt-1' } do |f| %>
<%= 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| %>
@@ -176,6 +178,48 @@
</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>